Totals
- Total revenue
- $2,288,209
- Total expenses
- $2,601,988
- Contributions and grants received
- $1,883,788
- Grants paid
- $0
- Program service revenue
- $165,299
- Investment income
- $219,493
- Other revenue
- $19,629
- Total assets, end of year
- $5,321,471
- Total liabilities, end of year
- $461,660
- Net assets or fund balances, end of year
- $4,859,811
- Program services expenses (Part IX)
- $2,209,898
- Management and general expenses
- $245,441
- Fundraising expenses
- $146,649
- Program service expenses (Part III)
- $2,209,898
Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$174,955
-
1e · Government grants (contributions)
$1,239,455
-
1f · All other contributions, gifts and grants
$469,378
-
1g · Noncash contributions included above
$4,118
-
2a · Program service revenue: ADVERTISING
total $82,499 · unrelated business $82,499
-
2b · Program service revenue: PROGRAM INCOME
total $80,835 · related or exempt $80,835
-
2c · Program service revenue: REGISTRATION FEES
total $1,965 · related or exempt $1,965
-
3 · Investment income
total $105,803 · excluded $105,803
-
7a · Gross sales of assets other than inventory
securities $113,690
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $113,690
-
7d · Net gain or loss
total $113,690 · related or exempt $113,690
-
8a · Fundraising events: gross income
$24,763
-
8b · Fundraising events: direct expenses
$6,291
-
8c · Net income from fundraising events
total $18,472 · excluded $18,472
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,157 · related or exempt $1,157
-
11e · Other revenue, total
$1,157
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $130,349 · program services $112,394 · management and general $6,518 · fundraising $11,437
-
7 · Other salaries and wages
total $1,137,393 · program services $982,504 · management and general $99,567 · fundraising $55,322
-
8 · Pension plan contributions
total $46,650 · program services $43,916 · management and general $514 · fundraising $2,220
-
9 · Other employee benefits
total $216,983 · program services $198,311 · management and general $6,919 · fundraising $11,753
-
10 · Payroll taxes
total $99,671 · program services $89,581 · management and general $4,776 · fundraising $5,314
-
11c · Fees: accounting
total $18,500 · program services $12,515 · management and general $4,130 · fundraising $1,855
-
11f · Fees: investment management
total $90 · management and general $90
-
11g · Fees: other
total $87,001 · program services $58,856 · management and general $19,421 · fundraising $8,724
-
12 · Advertising and promotion
total $27,883 · program services $25,597 · fundraising $2,286
-
14 · Information technology
total $71,843 · program services $48,601 · management and general $16,038 · fundraising $7,204
-
16 · Occupancy
total $210,143 · program services $178,872 · management and general $29,254 · fundraising $2,017
-
17 · Travel
total $68,584 · program services $68,502 · management and general $74 · fundraising $8
-
22 · Depreciation, depletion and amortization
total $96,935 · program services $82,623 · management and general $13,076 · fundraising $1,236
-
23 · Insurance
total $46,083 · program services $25,539 · management and general $18,218 · fundraising $2,326
-
24a · Other expenses: SUPPLIES AND EQUIPMENT
total $145,362 · program services $141,076 · management and general $1,272 · fundraising $3,014
-
24b · Other expenses: COMMUNICATIONS
total $141,763 · program services $109,557 · management and general $3,137 · fundraising $29,069
-
24c · Other expenses: OTHER EXPENSES
total $56,755 · program services $31,454 · management and general $22,437 · fundraising $2,864
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $456 · end of year $371
-
2 · Savings and temporary cash investments
beginning of year $331,526 · end of year $414,634
-
3 · Pledges and grants receivable
beginning of year $403,643 · end of year $239,655
-
4 · Accounts receivable
beginning of year $9,881 · end of year $17,306
-
9 · Prepaid expenses and deferred charges
beginning of year $16,357 · end of year $30,442
-
10a · Land, buildings and equipment: cost or other basis
$2,670,494
-
10b · Land, buildings and equipment: accumulated depreciation
$2,087,853
-
10c · Land, buildings and equipment, net
beginning of year $673,819 · end of year $582,641
-
11 · Investments: publicly traded securities
beginning of year $3,492,976 · end of year $3,453,484
-
12 · Investments: other securities
beginning of year $374,311 · end of year $405,429
-
15 · Other assets
beginning of year $70,441 · end of year $177,509
-
17 · Accounts payable and accrued expenses
beginning of year $261,464 · end of year $173,531
-
19 · Deferred revenue
beginning of year $58,332 · end of year $111,076
-
25 · Other liabilities
beginning of year $70,560 · end of year $177,053
-
27 · Net assets without donor restrictions
beginning of year $2,860,710 · end of year $2,924,010
-
28 · Net assets with donor restrictions
beginning of year $2,122,344 · end of year $1,935,801
Mission and programs · 2025
Mission
THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE.
Activities or mission (Part I)
TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE
-
SENIOR COMMUNITY CENTER SERVICES:PROVIDES OLDER ADULTS, 60 YEARS AND OVER (AND SPOUSES) WITH A NUTRITIONALLY BALANCED NOON MEAL IN A CONGREGATE SETTING WITH SUPPORTIVE SERVICES CONSISTING OF OUTREACH ACTIVITIES, COMPANIONSHIP, HEALTH AND WELLNESS, NUTRITION EDUCATION, RECREATIONAL ACTIVITIES, INFORMATION AND REFERRAL, HEALTH SCREENINGS, EXERCISE CLASSES, ARTS/CRAFTS, GAMES, EDUCATION, COMPUTER INSTRUCTION, CASE MANAGEMENT, AND SOCIAL AND CULTURAL ACTIVITIES. IN 2025, THERE WERE 61,621 CENTER VISITS WHO VISITED OUR 6 SENIOR CENTERS AND PARTICIPATED IN OUR VIRTUAL CLASSES AND PROGRAMS. THERE WERE OVER 27,600 CONGREGATE MEALS AND 34,021 GRAB AND GO MEALS SERVED AT OUR 6 SENIOR CENTER SITES. SEE ADDITIONAL INFORMATION ON SCHEDULE O. CERTIFIED AND MASTER TRAINERS PROVIDE EDUCATION IN THE EVIDENCED-BASED PROGRAMS: CHRONIC DISEASE SELF-MANAGEMENT, A MATTER OF BALANCE FALL PREVENTION PROGRAM, HEALTHY STEPS IN MOTION, DIABETES SELF-MANAGEMENT, AND CHRONIC PAIN SELF-MANAGEMENT. DURING 2025, 53 DIFFERENT HEALTH AND WELLNESS CLASSES, BOTH IN PERSON AND VIRTUAL WERE PROVIDED TO OVER 1,600 PARTICIPANTS. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2025, 56 INDIVIDUALS SHOPPED FOR AND DELIVERED MORE THAN 2,000 GROCERIES ORDERS FOR OVER 81 CLIENTS, VOLUNTEERING 2,698 HOURS OF SERVICE. SENIOR CITIZENS CLUBS AND RETIREE ORGANIZATIONS THROUGHOUT BERKS COUNTY ARE AFFILIATED WITH THE ORGANIZATION. THE CLUBS AND ORGANIZATIONS EACH RECEIVE A PROGRAM RESOURCE BOOK, INFORMATION ABOUT SPEAKERS, NEWSLETTERS, AND INCLUSION OF CLUB NEWS IN THE ORGANIZATON'S NEWSPAPER, BERKS ENCORE NEWS. 30,000 INDIVIDUALS RECEIVED OUR NEWSPAPER FILLED WITH CONSUMER INFORMATION RELEVANT TO THE BERKS COUNTY SENIOR POPULATION.
Expenses $1,076,729 · Revenue $82,270
-
HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.IN 2025, OVER 136,872 MEALS WERE DELIVERED TO MORE THAN 1,716 UNIQUE HOME-BOUND SENIORS BY OVER 544 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 39,228 TOTAL HOURS OF SERVICE.
Expenses $850,411
-
PA MEDI / ADVOCACY SERVICES:PA MEDI IS THE STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) FOR PENNSYLVANIANS AGE 60 AND OVER. THE PENNSYLVANIA DEPARTMENT OF AGING CREATED PA MEDI TO HELP OLDER PENNSYLVANIANS UNDERSTAND THEIR HEALTH INSURANCE OPTIONS UNDER MEDICARE AND MAKE SOUND DECISIONS ABOUT WHAT IS BEST FOR THEM. PA MEDI COUNSELORS ARE SPECIALLY TRAINED VOLUNTEERS. ISSUES HANDLED THROUGH THE PA MEDI PROGRAM RANGE FROM HEALTH INSURANCE COUNSELING REGARDING MEDICARE, HMOS, SUPPLEMENTAL INSURANCE, MEDICAL ASSISTANCE, AND LONG-TERM CARE INSURANCE. IN 2025, APPROXIMATELY 1,419 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT RESULTING IN OVER 146,199 IN SAVINGS FOR OUR CLIENTS.
Expenses $154,190
-
BERKS ENCORE CARE+:CARE+ IS A FEE-BASED PROGRAM THAT WAS LAUNCHED IN 2020 TO ASSIST INDIVIDUALS AND/OR THEIR FAMILIES CREATE CARE PLANS AND CONNECT WITH RESOURCES FOR THEIR AGING LOVED ONES. FEES ARE DETERMINED ON A SLIDING SCALE BASED ON THE SENIOR'S INCOME.
Expenses $47,555 · Revenue $530
-
BENOURISHED/MEDICALLY TAILORED MEALS:BERKS ENCORE IS ACTIVELY WORKING TO PROVIDE THE BE NOURISHED MEDICALLY TAILORED MEAL PROGRAM ACROSS THE COUNTY. IN PARTNERSHIP WITH PENN STATE HEALTH ST. JOSEPH AND REDNER'S MARKETS, WE PROVIDE MEDICALLY TAILORED MEALS TO REFERRED CLIENTS WITH A CARDIAC OR DIABETIC DIAGNOSIS. 29 CLIENTS WERE SERVED IN 2025.
Expenses $81,013
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John PerateJOHN PERATE
IMMEDIATE PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Eric WhiteERIC WHITE
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Julia NickeyJULIA NICKEY
1ST VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alison Palmer EsqALISON PALMER ESQ
2ND VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth DearstyneKENNETH DEARSTYNE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Patrick DolanPATRICK DOLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank DoleFRANK DOLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carl FioriniCARL FIORINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brenton HauptBRENTON HAUPT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dean C KrarasDEAN C KRARAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike KrutMIKE KRUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael LannuttiMICHAEL LANNUTTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tanieka MasonTANIEKA MASON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marcello PetacciMARCELLO PETACCI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stefanie ShirkSTEFANIE SHIRK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna SnyderDONNA SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carl StaplesCARL STAPLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas K Williams CPA CFPTHOMAS K WILLIAMS CPA CFP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luann OatmanLUANN OATMAN
PRESIDENT & CEO
- Total calculated
- $130,349
- From this org
- $120,837
- From related orgs
- $0
- Other
- $9,512
- Hours/week
- 35
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 11 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202631629349301403
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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