Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
UNITED WAY OF BERKS COUNTY INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 702
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
READING, PA196030702
D Employer identification number

23-1655375
E Telephone number

G Gross receipts $ 12,764,955
F Name and address of principal officer:
TAMMY L WHITE
PO BOX 702
READING,PA196030702
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UWBERKS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1963
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 47
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 47
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 27
6 Total number of volunteers (estimate if necessary) ............. 6 1,704
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,294,778 10,132,601
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 488,929 570,838
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 68,582 52,139
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 9,852,289 10,755,578
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,751,408 7,227,671
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,831,478 1,855,868
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,143,391    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 763,570 822,671
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,346,456 9,906,210
19 Revenue less expenses. Subtract line 18 from line 12....... 505,833 849,368
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 19,506,384 20,400,881
21 Total liabilities (Part X, line 26)............. 2,303,015 2,587,643
22 Net assets or fund balances. Subtract line 21 from line 20..... 17,203,369 17,813,238
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: UNITED WAY OF BERKS COUNTY IMPROVES LIVES BY INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 8,115,783 including grants of $ 7,227,671 ) (Revenue $   )
UNITED WAY OF BERKS COUNTY WORKS TO ADVANCE THE COMMON GOOD BY TACKLING CRITICAL COMMUNITY ISSUES WITHIN FOUR PRIMARY FOCUS AREAS: EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES. MUCH OF UNITED WAY'S WORK IS CARRIED OUT THROUGH OVER 50 PROGRAMS IN COORDINATION WITH OUR 32 AGENCY PARTNERS AND OTHER ORGANIZATIONS WITH WHOM WE WORK AS A CONVENER, FUNDER, OR FACILITATOR OF PROGRAMS. ALL FUNDED PROGRAMS ARE IDENTIFIED AND EVALUATED THROUGH THE EFFORTS OF OUR COMMUNITY IMPACT CABINET AND RESOURCE INVESTMENT REVIEW TEAMS, REPRESENTING VOLUNTEER COMMUNITY MEMBERS FROM VARIOUS SECTORS. THESE GROUPS ENSURE THAT UNITED WAY DONOR DOLLARS ARE BEING USED IN THE BEST WAY POSSIBLE TO MEET THE NEEDS OF OUR LOCAL COMMUNITY. VOLUNTEERS DETERMINE PROGRAM FUNDING LEVELS BASED ON THE PROGRAM'S ABILITY TO ADDRESS A PRIORITY NEED IN THE BERKS COUNTY COMMUNITY, THE PROGRAM'S LEVEL OF PERFORMANCE IN MEETING THAT NEED, AND THE FINANCIAL NEED OF THE PROGRAM. ON A YEARLY BASIS, ALL FUNDED PROGRAMS ARE REQUIRED TO SUBMIT AN APPLICATION THAT DETAILS HOW UNITED WAY DOLLARS ARE SPENT TO SUPPORT PROGRAMMING, AND THE OUTCOMES ACHIEVED BY CLIENTS PARTICIPATING IN THE PROGRAM. THESE OUTCOMES PLAY A CRUCIAL ROLE IN DETERMINING THE EFFECTIVENESS OF UNITED WAY FUNDED PROGRAMS. KEY RESULTS WITHIN OUR FOCUS AREAS DURING 2014 INCLUDE THE FOLLOWING:EDUCATIONWE ALL HAVE A STAKE IN MAKING SURE CHILDREN GROW UP TO BE PRODUCTIVE CITIZENS AND MEMBERS OF OUR COMMUNITY. THIS BEGINS WITH A GOOD EDUCATION THAT IS THE FOUNDATION FOR A CHILD'S SUCCESS IN WORK AND LIFE. KEY EDUCATION ISSUES ADDRESSED BY UNITED WAY SUPPORTED PROGRAMS INCLUDE SCHOOL READINESS, SCHOOL SUCCESS, POSITIVE YOUTH DEVELOPMENT AND HEALTHY FAMILIES, SINCE THESE ISSUES ARE ALL INTERTWINED IN HELPING CHILDREN REACH THEIR POTENTIAL. THROUGH UNITED WAY FUNDED CHILD CARE SERVICES, OVER 1,000 CHILDREN RECEIVED HIGH QUALITY CHILD CARE IN 2014, WITH SEVERAL PROGRAMS HIGHLY DESIGNATED ON THE STATE'S KEYSTONE STARS QUALITY CHILD CARE RATING SYSTEM. IN ADDITION, ABOUT 200 CHILDREN RECEIVED CARE DURING NON-TRADITIONAL HOURS THROUGH THE YMCA OR OPPORTUNITY HOUSE SO THEIR PARENTS COULD WORK OR ATTEND SCHOOL. UNITED WAY DOLLARS HELP TO SUPPLEMENT FUNDING FOR THESE PROGRAMS, MANY OF WHOM SERVE LOW INCOME FAMILIES RECEIVING STATE SUBSIDY DOLLARS FOR THEIR CHILD'S CARE. OUR DOLLARS ALSO HELP TO PROVIDE SUPPLEMENTAL CHILD CARE FUNDING FOR AN ADDITIONAL 60 FAMILIES PER MONTH, WHOSE INCOME THRESHOLDS JUST MISS QUALIFICATIONS FOR FEDERAL FUNDING. THESE FAMILIES REPORT THAT THEY WOULD OTHERWISE NOT BE ABLE TO AFFORD CHILD CARE WITHOUT THIS ASSISTANCE, AND WOULD BE FORCED TO LEAVE EMPLOYMENT. IN ADDITION TO CHILD CARE, UNITED WAY FUNDED PROGRAMS HELP PARENTS AND CAREGIVERS LEARN HOW TO BE THEIR CHILD'S FIRST AND MOST IMPORTANT TEACHER. 99% OF PARTICIPATING FAMILIES IN THE UNITED WAY SUPPORTED BABY UNIVERSITY PROGRAM REPORTED THAT THEY LEARNED MORE ABOUT APPROPRIATE CHILD DEVELOPMENT, TO HELP THEIR CHILDREN BECOME BETTER PREPARED FOR KINDERGARTEN. PROGRAMS SUCH AS BABY UNIVERSITY AND THE PLAY AND LEARN CENTER AT OUR PARTNER, SALVATION ARMY, GIVE PARENTS OPPORTUNITIES TO HAVE POSITIVE, FUN, AND EDUCATIONALLY ORIENTED INTERACTIONS WITH THEIR YOUTH AND LEARN WAYS TO IMPLEMENT THESE TYPES OF ENRICHING EXPERIENCES AT HOME. UNITED WAY'S SUPPORT OF OUT-OF-SCHOOL EDUCATIONAL, RECREATIONAL, AND MENTORING PROGRAMS HELPS YOUTH DEVELOP AGE APPROPRIATE LIFE SKILLS WHILE HAVING A SAFE PLACE TO SPEND TIME WITH PEERS AND POSITIVE ADULT ROLE MODELS. THESE PROGRAMS HELP YOUTH LEARN THE VALUE OF COMMUNITY SERVICE AND RESPONSIBILITY WHILE DEVELOPING SOCIAL SKILLS, SETTING PERSONAL GOALS, AND FINDING WAYS TO ACHIEVE THEM. IN 2014, OVER 16,000 (UP FROM 13,000 IN YEAR 2013) YOUTH PARTICIPATED IN QUALITY OUT-OF-SCHOOL PROGRAMS THROUGH OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY, HAWK MOUNTAIN COUNCIL: BOY SCOUTS OF AMERICA, AND GIRL SCOUTS OF EASTERN PENNSYLVANIA. PROGRAMS SERVING AT-RISK YOUTH IN THE CITY OF READING NEARLY DOUBLED THEIR NUMBER OF CLIENTS AND HAVE SHOWN RETENTION RATES FROM YEAR TO YEAR ABOVE 75%. AN ADDITIONAL 211 AT-RISK YOUTH PARTICIPATED IN THE BIG BROTHERS/BIG SISTERS MENTORING PROGRAM WHERE ELIGIBLE YOUTH WHO PARTICIPATED FOR ONE YEAR OR LONGER HAD A 100 % GRADE ADVANCEMENT RATE, AND LESS THAN 1% TEENAGE PREGNANCY RATE. OVER 75% OF PARTICIPANTS REPORT THAT THE PROGRAM HAS HELPED THEM FEEL MORE CONFIDENT AND ABLE TO ACHIEVE THEIR GOALS. WE ARE PLEASED TO REPORT THAT TWO OF THESE AGENCIES DESCRIBED ABOVE, HAWK MOUNTAIN COUNCIL, AND BIG BROTHERS/BIG SISTERS OF BERKS COUNTY, BOTH RECEIVED NATIONAL RECOGNITION IN 2014 FOR THEIR HIGH QUALITY PROGRAMMING. UNITED WAY FUNDING ALSO GOES TO SUPPORT THE CHILDREN'S HOME DAY ACADEMY, DESIGNED FOR YOUTH REQUIRING AN ALTERNATIVE EDUCATION ENVIRONMENT DUE TO SEVERE EMOTIONAL OR BEHAVIORAL ISSUES. 44 KIDS EXPERIENCED SUCCESS IN THIS PROGRAM DURING 2014, WITH 100% IMPROVING UPON THEIR ACADEMIC ABILITY, AND 95% MEETING THEIR BEHAVIORAL GOALS TO HELP THEM MOVE FORWARD ON THE PATH OF RETURNING TO THEIR HOME SCHOOLS. INCOMEWHEN PEOPLE ARE UNEMPLOYED OR CANNOT MEET BASIC NEEDS, THE IMPACT IS FELT THROUGHOUT THE COMMUNITY. THE LACK OF FINANCIAL STABILITY IS LINKED TO NEGATIVE LONG-TERM CONSEQUENCES, SUCH AS LOWER EDUCATION LEVELS, POOR HEALTH AND UNSTABLE HOUSING. UNITED WAY'S EFFORTS IN THE AREAS OF PROVIDING SUPPORTIVE HOUSING FOR CHALLENGED INDIVIDUALS, HELPING PEOPLE GAIN EMPLOYMENT AND JOB SKILLS, AND PROMOTING PERSONAL FINANCIAL MANAGEMENT ARE DESIGNED TO HELP OTHERS GAIN MORE ASSETS FOR LONG-TERM STABILITY. FOR CHALLENGED POPULATIONS, INCLUDING THOSE IN POVERTY, RECOVERING FROM SUBSTANCE ABUSE, OR SUFFERING FROM VARIOUS DISABILITIES, MAINTAINING STABLE HOUSING CAN BE A DIFFICULT TASK. UNITED WAY SUPPORTED PROGRAMS THROUGH THE YMCA AND SALVATION ARMY MADE A DIFFERENCE FOR 356 INDIVIDUALS IN 2014, INCLUDING FAMILIES WITH CHILDREN, TO HELP THEM ACCESS SUPPORTIVE HOUSING WITH 62% OBTAINING/MAINTAINING PERMANENT HOUSING SOLUTIONS UPON EXITING THE PROGRAM. THESE PROGRAMS PROVIDE EXTRA ASSISTANCE FOR THESE INDIVIDUALS IN THE FORM OF LIFE SKILLS EDUCATION, HOME VISITS, CAREER SERVICES AND ACCESS TO BENEFITS TO HELP THEM REMAIN ON THE PATH OF SELF-SUFFICIENCY SO STABLE HOUSING IS MAINTAINED. IN 2014, UNITED WAY FUNDED PROGRAMS THROUGH THE LITERACY COUNCIL AND READING AREA COMMUNITY COLLEGE HELPED OVER 800 BERKS COUNTIANS READ BETTER AND IMPROVE FUNCTIONAL SKILLS IN THE ENGLISH LANGUAGE TO FURTHER THEIR OPPORTUNITIES FOR GAINFUL EMPLOYMENT. AN ADDITIONAL 102 PEOPLE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES RECEIVED COMPREHENSIVE EMPLOYMENT SERVICES (INCLUDING RESUME WRITING ASSISTANCE, MOCK INTERVIEWS, JOB SEARCHING SERVICES AND ON THE JOB SUPPORT) THROUGH THRESHOLD REHABILITATION SERVICES TO HELP THEM OBTAIN AND MAINTAIN A SELF-SUSTAINING JOB.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet8,115,783
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
15
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
27
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
47
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
47
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMONICA RUANO-WENRICH

501 WASHINGTON STREET PO BOX 702
READING,PA196030702 (610) 685-4550
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LENIN AGUDO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(2) PAULA BARRON........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(3) JAMES S BOSCOV........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(4) CARL N BOTTERBUSCH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(5) SHARON DANKS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(6) ROBERT D DAVIS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(7) DIANE DUFF........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(8) MICHAEL A DUFF........................................................................
CHAIR-ELECT
 1.00
.......................   		X   X       0 0 0
(9) ANDREA J FUNK........................................................................
SECRETARY/TREASURER
 1.00
.......................   		X   X       0 0 0
(10) SCOTT L GRUBER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(11) BRADLEY C HALL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(12) GORDAN HOODAK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(13) DELPHIA HOWZE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(14) SCOTT M HUNSICKER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(15) DANIEL B HUYETT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(16) ELLEN HUYETT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(17) GEOFFREY N JONES........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JOANNE M JUDGE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) DAVE KARAFA........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) STEVEN KEIFER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) CHRIS G KRARAS........................................................................
CHAIRMAN
 1.00
.......................   		X   X       0 0 0
(22) DR SOLOMON LAUSCH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) NICK MARMONTELLO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) BETH GALLEN MASTROMARINO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(25) JONI NAUGLE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(26) LAURIE PEER........................................................................
ASST. SEC./TREAS.
 1.00
.......................   		X   X       0 0 0
(27) MICHAEL H REESE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(28) SCOTT REHR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(29) MICHELE L RICHARDS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(30) MARILU RODRIGUEZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(31) REVEREND LUTHER ROUTTE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(32) VIRGINIA RUSH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(33) STEVEN A SCHUMACHER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(34) G FRED SHAEFF JR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(35) JEROME SIMCIK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(36) TIMOTHY SIMMONS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(37) ALISON SNYDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(38) TIMOTHY SNYDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(39) DAVID L STROBEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(40) YVONNE STROMAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(41) THERESE SUCHER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(42) DR CARLOS VARGAS-ABURTO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(43) PATRICK VELEKEI........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(44) JEFFREY WASMUTH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(45) DR ANNA WEITZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(46) DOUGLAS N YOCOM........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(47) RICHARD ZUIDEMA........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(48) TAMMY L WHITE........................................................................
PRESIDENT
 37.50
.......................   		    X       147,175 0 19,453
(49) JEAN MORROW........................................................................
SR VP RESOURCE DEVELOPMENT
 37.50
.......................   		    X       82,960 0 16,289
(50) PATRICIA C GILES........................................................................
SR VP COMMUNITY IMPACT
 37.50
.......................   		    X       101,611 0 10,606
(51) MONICA RUANO-WENRICH........................................................................
SR VP FINANCE & ADMIN
 37.50
.......................   		    X       82,092 0 16,347
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 413,838 0 62,695
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		10,132,601
g Noncash contributions included in lines
1a-1f:$ 		281,806
h Total. Add lines 1a-1f.......MediumBullet 10,132,601
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 117,093     117,093
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,463,122  
b Less: cost or other basis and sales expenses 2,009,377  
c Gain or (loss) 453,745  
d Net gain or (loss)..........MediumBullet 453,745 453,745    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a ADMINISTRATION FEES 561000 52,139 52,139    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 52,139
12 Total revenue. See Instructions......MediumBullet 10,755,578 505,884 0 117,093
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 7,227,671 7,227,671
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 476,533 183,789 138,584 154,160
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 1,023,772 324,437 240,405 458,930
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 245,987 75,998 62,365 107,624
10 Payroll taxes ........... 109,576 37,634 26,409 45,533
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 161,655 81,042 35,696 44,917
12 Advertising and promotion .... 131,789 11,085 423 120,281
13 Office expenses ....... 82,576 58,006 7,083 17,487
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 129,981 40,117 36,593 53,271
17 Travel ............ 43,145 10,179 11,660 21,306
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates ....... 111,391 37,238 30,198 43,955
22 Depreciation, depletion, and amortization ..... 37,448 11,959 10,662 14,827
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS 102,977 13,447 42,991 46,539
b EQUIPMENT RENTAL & MAIN 21,709 3,181 3,967 14,561
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 9,906,210 8,115,783 647,036 1,143,391
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing .............   1  
2 Savings and temporary cash investments ......... 3,045,871 2 3,067,971
3 Pledges and grants receivable, net ........... 6,774,183 3 7,263,944
4 Accounts receivable, net ............. 67,197 4 98,869
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 11,562 9 13,304
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 326,464
b Less: accumulated depreciation ..... 10b 249,204 102,584 10c 77,260
11 Investments—publicly traded securities .......... 8,676,931 11 9,046,457
12 Investments—other securities. See Part IV, line 11 ..... 828,056 12 833,076
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 19,506,384 16 20,400,881
Liabilities 17 Accounts payable and accrued expenses ......... 280,624 17 265,170
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 2,022,391 25 2,322,473
26 Total liabilities. Add lines 17 through 25......... 2,303,015 26 2,587,643
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,389,296 27 4,293,995
28 Temporarily restricted net assets ........... 7,265,351 28 7,841,281
29 Permanently restricted net assets ........... 5,548,722 29 5,677,962
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 17,203,369 33 17,813,238
34 Total liabilities and net assets/fund balances ........ 19,506,384 34 20,400,881
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
10,755,578
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,906,210
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
849,368
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
17,203,369
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-239,499
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
17,813,238
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number

23-1655375
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 9,113,677 9,104,779 9,330,398 9,294,778 10,132,601 46,976,233
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 9,113,677 9,104,779 9,330,398 9,294,778 10,132,601 46,976,233
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 273,541
6 Public support. Subtract line 5 from line 4. 46,702,692
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 9,113,677 9,104,779 9,330,398 9,294,778 10,132,601 46,976,233
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 113,770 105,278 133,222 141,681 117,093 611,044
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 52,116 69,457 66,040 68,582 52,139 308,334
11 Total support Add lines 7 through 10. 47,895,611
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.510 %
15
15
97.930 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number

23-1655375
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
UNITED WAY OF BERKS COUNTY INC
  		Employer identification number

23-1655375
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
UNITED WAY OF BERKS COUNTY INC
  		Employer identification number

23-1655375
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
UNITED WAY OF BERKS COUNTY INC
  		Employer identification number

23-1655375
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number

23-1655375
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 6,373,055 5,539,429 5,110,374 5,189,475 4,931,474
b Contributions ........ 1,000   41,041 76,165 29,798
c Net investment earnings, gains, and losses 433,937 1,067,087 621,316 68,060 436,271
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		253,579 233,461 233,302 223,326 208,068
f Administrative expenses ....          
g End of year balance ...... 6,554,413 6,373,055 5,539,429 5,110,374 5,189,475
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet26.080 %
b
Permanent endowment SchDMd Bullet73.920 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............ 34,216   26,890 7,326
d Equipment ................ 255,869   190,397 65,472
e Other ................. 36,379   31,917 4,462
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 77,260
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DUE TO OTHER UNITED WAYS 472,820
DUE TO DESIGNATED AFFILIATED AGENCIES 1,593,452
UNFUNDED PENSION LIABILITY 256,201






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,322,473
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 8,750,776
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -28,688
b Donated services and use of facilities ......... 2b 122,917
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 5,020
e Add lines 2a through 2d ..................... 2e 99,249
3 Subtract line 2e from line 1..................... 3 8,651,527
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 2,104,051
c Add lines 4a and 4b....................... 4c 2,104,051
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 10,755,578
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 7,925,076
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 122,917
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 122,917
3 Subtract line 2e from line 1..................... 3 7,802,159
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 2,104,051
c Add lines 4a and 4b....................... 4c 2,104,051
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 9,906,210
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF NINE DONOR-RESTRICTED SUB-FUNDS AND ONE BOARD-DESIGNATED SUB-FUND, ALL OF WHICH ARE TO BE HELD INDEFINITELY, WITH THE INCOME EXPENDABLE FOR OPERATIONS AS DIRECTED BY DONORS OR THE BOARD OF DIRECTORS.
PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2014 AND 2013, THERE WAS NO UNRELATED BUSINESS INCOME FOR THE ORGANIZATION. UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. TAX YEARS 2011 AND FORWARD REMAIN OPEN FOR EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAINS/(LOSSES) ON BENEFICIAL INTEREST 5,020.
PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 2,104,051.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED ALLOCATIONS 2,104,051.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number
23-1655375
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) UNITED WAY OF LANCASTER
630 JANET AVENUE
LANCASTER,PA17601 		501(C)(3) 60,000       SUBCONTRACTED GRANTS
(2) AMERICAN CANCER SOCIETY
498 BELLEVUE AVENUE
READING,PA19605 		501(C)(3) 222,842       PARTNER AGENCY INVESTMENTS
(3) AMERICAN RED CROSS - BERKS COUNTY CHAPTER
701 CENTRE AVENUE
READING,PA19601 		501(C)(3) 383,275       PARTNER AGENCY INVESTMENTS
(4) ARC ADVOCACY SERVICES
1829 NEW HOLLAND ROAD SUITE 9
READING,PA19607 		501(C)(3) 45,315       PARTNER AGENCY INVESTMENTS
(5) BERKS CONNECTIONSPRETRIAL SERVICES
633 COURT STREET 16TH FLOOR
READING,PA19601 		501(C)(3) 94,221       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS & VENTURE GRANTS
(6) BERKS ENCORE
40 NORTH 9TH STREET
READING,PA19601 		501(C)(3) 98,061       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(7) BERKS DEAF & HARD OF HEARING SERVICES
2045 CENTRE AVENUE
READING,PA19605 		501(C)(3) 63,895       PARTNER AGENCY INVESTMENTS
(8) BERKS VISITING NURSE ASSOCIATION
1170 BERKSHIRE BOULEVARD
WYOMISSING,PA19610 		501(C)(3) 316,188       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(9) BERKS WOMEN IN CRISIS
50 N 4TH STREET
READING,PA19601 		501(C)(3) 231,081       PARTNER AGENCY INVESTMENTS
(10) BIG BROTHERSBIG SISTERS OF BERKS COUNTY
303 WINDSOR STREET
READING,PA19601 		501(C)(3) 191,533       PARTNER AGENCY INVESTMENTS
(11) BIRDSBORO COMMUNITY MEMORIAL CENTER
201 EAST MAIN STREET
BIRDSBORO,PA19508 		501(C)(3) 56,988       PARTNER AGENCY INVESTMENTS
(12) BOY SCOUTS OF AMERICA - HAWK MOUNTAIN COUNCIL
5027 POTTSVILLE PIKE
READING,PA19605 		501(C)(3) 269,289       PARTNER AGENCY INVESTMENTS
(13) CAMP FIRE USA ADAHI COUNCIL
172 HARTZ STORE ROAD
MOHNTON,PA19540 		501(C)(3) 157,284       PARTNER AGENCY INVESTMENTS
(14) CENTER FOR MENTAL HEALTH - THE READING HOSPITAL & MEDICAL CENTER
PO BOX 16052
READING,PA19612 		501(C)(3) 110,212       PARTNER AGENCY INVESTMENTS
(15) THE CHILDREN'S HOME OF READING
1010 CENTRE AVENUE
READING,PA19601 		501(C)(3) 69,071       PARTNER AGENCY INVESTMENTS
(16) CENTRO HISPANO DANIEL TORRES INC
501 WASHINGTON STREET
READING,PA19601 		501(C)(3) 210,236       PARTNER AGENCY INVESTMENTS
(17) COMMUNITY CHILD CARE - BERKS COUNTY INTERMEDIATE UNIT
1111 COMMONS BLVD PO BOX 16050
READING,PA19612 		501(C)(3) 247,435       PARTNER AGENCY INVESTMENTS
(18) COUNCIL ON CHEMICAL ABUSE
601 PENN STREET SUITE 600
READING,PA19601 		501(C)(3) 8,037       PARTNER AGENCY INVESTMENTS
(19) EASTER SEALS EASTERN PENNSYLVANIA
1040 LIGGETT AVENUE
READING,PA19611 		501(C)(3) 325,558       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(20) FAMILY GUIDANCE CENTER
1235 PENN AVENUE SUITE 205-206
READING,PA19610 		501(C)(3) 414,839       PARTNER AGENCY INVESTMENTS
(21) FRIEND INC COMMUNITY SERVICES
658D NOBLE STREET
KUTZTOWN,PA19530 		501(C)(3) 141,887       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS & VENTURE GRANTS
(22) GIRL SCOUTS OF EASTERN PENNSYLVANIA
330 MANOR ROAD
MIQUON,PA19444 		501(C)(3) 119,514       PARTNER AGENCY INVESTMENTS
(23) GREATER BERKS FOOD BANK
1011 TUCKERTON COURT
READING,PA19605 		501(C)(3) 75,867       PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS & OTHER GRANTS
(24) GREATER READING MENTAL HEALTH ALLIANCE
1234 PENN AVENUE
WYOMISSING,PA19610 		501(C)(3) 115,866       PARTNER AGENCY INVESTMENTS
(25) HABITAT FOR HUMANITY OF BERKS COUNTY
336 SOUTH 18TH STREET
READING,PA19602 		501(C)(3) 33,330       PARTNER AGENCY INVESTMENTS
(26) JEWISH FEDERATION OF READING PA
1100 BERKSHIRE BOULEVARD
WYOMISSING,PA19610 		501(C)(3) 69,691       PARTNER AGENCY INVESTMENTS
(27) LITERACY COUNCIL OF READING-BERKS
35 SOUTH DWIGHT STREET
WEST LAWN,PA19609 		501(C)(3) 66,296       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE
(28) OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY
1161 PERSHING BOULEVARD
READING,PA19611 		501(C)(3) 910,794       PARTNER AGENCY INVESTMENTS
(29) OPPORTUNITY HOUSE
430 NORTH SECOND STREET
READING,PA19601 		501(C)(3) 212,933       PARTNER AGENCY INVESTMENTS & OTHER GRANTS
(30) READING AREA COMMUNITY COLLEGE
10 SOUTH SECOND STREET PO BOX 1706
READING,PA19603 		  69,568       PROGRAM FUNDING INVESTMENTS - ESL LANGUAGE CLASSES
(31) THE SALVATION ARMY OF READING
PO BOX 1099
READING,PA19602 		501(C)(3) 299,107       PARTNER AGENCY INVESTMENTS
(32) THRESHOLD REHABILITATION SERVICES INC
1000 LANCASTER AVENUE
READING,PA19607 		501(C)(3) 138,637       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(33) UNITED SERVICE ORGANIZATION
2111 WILSON BLVD
ARLINGTON,VA22201 		501(C)(3) 35,450       PARTNER AGENCY INVESTMENTS
(34) YMCA OF READING & BERKS COUNTY
631 WASHINGTON STREET
READING,PA19603 		501(C)(3) 430,925       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(35) UNITED COMMUNITY SERVICES FOR WORKING FAMILIES
116 NORTH FIFTH STREET
READING,PA19601 		501(C)(3) 85,980       PROGRAM FUNDING INVESTMENTS
(36) BERKS AIDS NETWORKCO-COUNTY WELLNESS
429 WALNUT STREET PO BOX 8626
READING,PA19603 		501(C)(3) 82,775       PARTNER AGENCY INVESTMENTS
(37) COMMUNITY PREVENTION PARTNERSHIP
227 NORTH 5TH STREET
READING,PA19604 		501(C)(3) 51,561       PARTNER ANGENCY INVESTMENTS & SUBCONTRACTED GRANTS
(38) CATHOLIC CHARITIES DIOCESE OF ALLENTOWN
400 WASHINGTON STREET SUITE 100
READING,PA19601 		501(C)(3) 11,500       RAPID RESPONSE GRANT
(39) FAMILY PROMISE OF BERKS COUNTY
325 N 5TH STREET
READING,PA19601 		501(C)(3) 15,000       RAPID RESPONSE GRANT
(40) NEW JOURNEY COMMUNITY OUTREACH INC
138 SOUTH 6TH STREET
READING,PA19602 		501(C)(3) 15,000       RAPID RESPONSE GRANT
(41) SOUTH MOUNTAIN YMCA
201 CUSHION PEAK ROAD
WERNERSVILLE,PA19565 		501(C)(3) 7,500       RAPID RESPONSE GRANT
(42) THE RUDDEN FAMILY FOUNDATION INC
16 PACIFIC AVENUE
READING,PA19608 		501(C)(3) 5,000       LIVE UNITED GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
42
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: UNITED WAY JUDICIOUSLY DISTRIBUTES DOLLARS DONATED IN SUPPORT OF THE COMMUNITY'S HEALTH AND HUMAN SERVICES NEEDS, PRIMARILY TO AND THROUGH THE PARTNER AGENCIES. ALSO INCLUDED IS THE DAY-TO-DAY SUPPORT AND ASSISTANCE PROVIDED TO THE PARTNER AGENCIES THROUGH SPECIAL AND ROUTINE AGENCY RELATIONS' ACTIVITIES. IN 2014, WE ALLOCATED FUNDS TO 32 AGENCY PARTNERS, SUPPORTING OVER 50 PROGRAMS AND SERVICES. IN TOTAL, MORE THAN 100,000 BERKS COUNTIANS RECEIVED UNITED WAY-FUNDED SERVICES. UNITED WAY CONTINUES ITS EMPHASIS ON COMPLIANCE AND ACCOUNTABILITY PROCEDURES TO ENSURE THE EFFECTIVE AND EFFICIENT OPERATION OF UNITED WAY PARTNER PROGRAMS.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number

23-1655375
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1TAMMY L WHITEPRESIDENT (i)
(ii)		 139,175
...............................
0 		0
...............................
0 		8,000
...............................
0 		0
...............................
0 		19,453
...............................
0 		166,628
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number

23-1655375
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 35 281,806 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2014)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
UNITED WAY OF BERKS COUNTY INC
 
Employer identification number

23-1655375
Return Reference Explanation
FORM 990, PART III, LINE 2 IN 2014, UNITED WAY OF BERKS COUNTY ESTABLISHED TWO SEPARATE POOLS OF GRANT FUNDING FOR ANY NON-PROFIT ORGANIZATION ACROSS BERKS COUNTY TO APPLY AND RECEIVE FUNDS BASED ON THE GRANT REQUIREMENTS. THESE WERE ONE-TIME GRANTS DESIGNED TO SUPPORT PROGRAMMING THAT MAY NOT HAVE ACCESS TO OTHER MORE TRADITIONAL TYPES OF FUNDING. THESE FUNDING POOLS ALLOWED OUR ORGANIZATION TO PARTNER WITH DIFFERENT ORGANIZATIONS BEYOND OUR PARTNER AGENCIES, AND HAVE THE OPPORTUNITY TO FUND UNIQUE GRASS ROOTS EFFORTS RESPONDING TO VARIOUS CHALLENGES IN OUR NEIGHBORHOODS AND COMMUNITIES. VENTURE GRANT FUNDING WAS CREATED TO SUPPORT NEW OR EXPANDED PROGRAMS IN THE AREA OF INCREASING FINANCIAL LITERACY SKILLS OF ADULTS, INCLUDING EDUCATION ABOUT BUDGETING, SAVINGS, CREDIT, BANKING AND OTHER ITEMS TO HELP INDIVIDUALS ACHIEVE FINANCIAL WELL-BEING. PRIORITY WAS GIVEN TO PROGRAMS WHERE CLIENTS WOULD HAVE THE OPPORTUNITY TO APPLY LEARNED SKILLS IN THEIR DAILY LIVES. TWO PROGRAMS WERE AWARDED VENTURE GRANTS FOR A TOTAL DOLLAR AMOUNT OF $35,105: 1.) BERKS CONNECTIONS/PRETRIAL SERVICES ($26,100) - OPERATED A PROGRAM TO SERVE 150 CLIENTS HOUSED AT THE BERKS COUNTY PRISON REENTRY CENTER, WHERE CLIENTS PARTICIPATED IN GROUP FINANCIAL LITERACY CLASSES AND HAD THE OPPORTUNITY TO RECEIVE INDIVIDUAL ASSISTANCE BOTH PRE-AND POST-RELEASE ON HOW TO BETTER MANAGE AND STABILIZE THEIR PERSONAL FINANCIAL CIRCUMSTANCES. 2.) FRIEND, INC. ($9,005) - OPERATED A COLLABORATIVE PROGRAM WITH NATIONAL PENN BANK AND TRAINED VOLUNTEERS TO PROVIDE 20 CLIENTS WITH BOTH INTERACTIVE WORKSHOPS ON MONEY MANAGEMENT ISSUES AND INDIVIDUAL MEETINGS WITH ASSIGNED MENTORS WHO HELPED CLIENTS ESTABLISH AND WORK TOWARD FINANCIAL GOALS. LIVE UNITED GRANTS WERE DESIGNED FOR GRASS-ROOTS OR SMALLER ORGANIZATIONS TO PERFORM ONE-TIME OR ONGOING PROJECTS THAT BRING PEOPLE TOGETHER IN A VARIETY OF WAYS TO IMPROVE THE QUALITY OF LIFE FOR BERKS COUNTY RESIDENTS. PROJECTS NEEDED TO DEMONSTRATE THE ABILITY TO MAKE A BIG DIFFERENCE IN ONE OF UNITED WAY'S FOUR FOCUS AREAS USING A SMALL AMOUNT OF FUNDS. $20,250 IN LIVE UNITED GRANT FUNDING WAS AWARDED TO SIX ORGANIZATIONS ACROSS THE COUNTY, INCLUDING: 1.) TEACHERS IN THE PARKS ($2,000)- TO SUPPORT EDUCATIONAL PROGRAMMING DURING THE SUMMER MONTHS FOR YOUTH IN THE EXETER SCHOOL DISTRICT, WITH POTENTIAL EXPANSION OF THIS MODEL TO OTHER SCHOOL DISTRICTS IN BERKS COUNTY 2.) BERKS COUNTY TRANSITION COORDINATING COUNCIL ($2,000) - TO SUPPORT EFFORTS THAT HELP YOUTH WITH DISABILITIES SUCCESSFULLY TRANSITION FROM HIGH SCHOOL TO THE WORK FORCE OR POST-SECONDARY EDUCATION/TRAINING OPPORTUNITIES 3.) MENTORS FOR BERKS YOUTH ($2,500)- TO SUPPORT PROGRAMMING THAT PROVIDES POSITIVE ADULT ROLE MODELS AND ENRICHING EXPERIENCES FOR YOUTH IN THE AREAS OF HISTORY, CULTURE AND THE ARTS, AND CAREER/PROFESSIONAL EMPLOYMENT 4.) SHADY HOLLOW ASSISTED RIDING ($4,250) - TO SUPPORT VOLUNTEER RECRUITMENT EFFORTS TO BRING AWARENESS TO THE PROGRAM AND FUTURE VOLUNTEERS THAT WILL PROVIDE PROGRAM SUSTAINABILITY 5.) BERKS COUNTY JUSTICE SYSTEM EMPLOYMENT COUNCIL ($4,500) - IN SUPPORT OF THE CORRECTIONS II CONNECTIONS CAREER FAIR WHICH BRINGS TOGETHER PERSONS INVOLVED IN THE CRIMINAL JUSTICE SYSTEM WITH LOCAL EMPLOYERS WHO HAVE EXPRESSED AN INTEREST IN HIRING MEMBERS OF THIS POPULATION 6.) RUDDEN FAMILY FOUNDATION ($5,000) - TO SUPPORT THE PURCHASE OF A TRAILER FOR THE ORGANIZATION TO INCREASE ITS CAPACITY IN BEING ABLE TO TRANSPORT HOUSEHOLD ITEMS FROM DONORS TO HOMELESS INDIVIDUALS AND FAMILIES TRANSITIONING TO THEIR OWN HOUSING. REMAINING FUNDS WILL BE UTILIZED TO PURCHASE NEW OR USED BEDS FOR THESE FAMILIES AS REQUIRED.
FORM 990, PART III, LINE 3 IN 2014, UNITED WAY OF BERKS COUNTY DISCONTINUED DIRECT OPERATION OF FREE TAX PREPARATION SITES AT LOCAL LIBRARIES, DUE TO THE ESTABLISHMENT OF A COMMUNITY-WIDE INITIATIVE WHERE SUBSTANTIAL STAFF TIME WOULD BE REQUIRED. HOWEVER, RECOGNIZING THE IMPORTANCE OF HELPING LOW TO MODERATE INCOME INDIVIDUALS GET THEIR TAXES DONE FOR FREE, AND CLAIM THE TAX CREDITS AVAILABLE TO THEM, OUR ORGANIZATION CONTINUED TO PLAY A BACKGROUND ROLE IN THIS EFFORT SO THE SERVICE COULD CONTINUE FOR CLIENTS AT OTHER SITES. WHILE WE DID NOT OPERATE SITES ON OUR OWN WITH UNITED WAY STAFF AND VOLUNTEERS, WE DID HELP TO RECRUIT AND TRAIN VOLUNTEERS/STAFF MEMBERS AT OUR PREVIOUS AFFILIATE SITES SO THEY COULD CONTINUE THE PROGRAM AT THEIR OWN AGENCY LOCATIONS. CLIENTS WHO ORIGINALLY CAME TO UNITED WAY OPERATED SITES WERE REFERRED TO THESE ALTERNATE SITES, SO THERE WAS A FAIRLY SEAMLESS TRANSITION IN PEOPLE GETTING THIS FREE SERVICE.
FORM 990, PART III, LINE 4A HEALTH HEALTH IMPACTS EVERY ASPECT OF A PERSON'S LIFE. GOOD HEALTH ALLOWS CHILDREN TO LEARN BETTER AND ADULTS TO LIVE MORE PRODUCTIVE AND FULLER LIVES. THROUGH SUPPORTING PROGRAMS THAT ASSIST OTHERS TO LIVE HEALTHIER LIVES TO THE EXTENT POSSIBLE, UNITED WAY IS CREATING OPPORTUNITIES FOR PEOPLE TO ACHIEVE THEIR OPTIMAL HEALTH AND INDEPENDENCE IN ALL AREAS OF THEIR LIVES. PROGRAMS UNITED WAY SUPPORTS ADDRESS BOTH THE PREVENTIVE ASPECT OF HEALTH ISSUES, WHILE ALSO ADDRESSING MORE INTERVENTION TYPES OF NEEDS. UNITED WAY PARTNERS WITH VARIOUS HEALTH PROGRAMS THAT HELP PEOPLE MAINTAIN THEIR INDEPENDENCE AND SELF-SUFFICIENCY SO THEY CAN REMAIN PART OF THEIR COMMUNITIES. BY FUNDING THE MEALS ON WHEELS PROGRAM AT BERKS ENCORE, 1,315 HOMEBOUND SENIORS RECEIVED A NUTRITIONALLY BALANCED MEAL 5 DAYS A WEEK. 95% OF SENIORS INVOLVED IN THE PROGRAM REPORT THAT MEALS ON WHEELS HAS HELPED THEM REMAIN INDEPENDENT IN THEIR OWN HOME AND 98% REPORT THAT THEY ALSO FEEL LESS ISOLATED DUE TO THE DAILY VISITOR WHO BRINGS THEIR MEALS EACH DAY. SUPPORTED PROGRAMS THROUGH BERKS VISITING NURSE ASSOCIATION PROVIDED SKILLED HOME NURSING SERVICES FOR 3,830 OLDER ADULTS AND PEOPLE WITH DISABILITIES AND CHRONIC HEALTH PROBLEMS IN 2014. UNITED WAY DOLLARS HELPED TO OFFSET THE $1,688,193 IN CHARITY FORGIVENESS AND UNCOMPENSATED CARE PROVIDED BY THE AGENCY IN 2014 FOR THOSE PATIENTS WHO WOULD OTHERWISE BE UNABLE TO ACCESS CARE. 75% OF THE PATIENTS WHO RECEIVED BVNA'S HOME HEALTH CARE SERVICES WERE ABLE TO REMAIN INDEPENDENT IN THEIR HOMES DUE TO THESE SERVICES. COUNSELING SERVICES HELPED 1,175 CLIENTS REACH BETTER MENTAL HEALTH OUTCOMES THROUGH PARTNER AGENCY FAMILY GUIDANCE CENTER, WHERE 72% OF SURVEYED CLIENTS REPORTED SIGNIFICANTLY BETTER LIFE FUNCTIONING SKILLS DUE TO SERVICES THEY RECEIVED. ANOTHER UNITED WAY FUNDED COUNSELING PROGRAM AT THE READING HOSPITAL CENTER FOR MENTAL HEALTH ASSISTED 470 CHILDREN AND THEIR FAMILIES IN RECEIVING SUPPORT TO FUNCTION BETTER IN THEIR RELATIONSHIPS AT SCHOOL AND HOME. 51% OF CHILDREN IN THE PROGRAM REPORTED BETTER FUNCTIONING AT SCHOOL, WITH 57% REPORTING BETTER RELATIONSHIPS WITH THEIR FAMILIES DUE TO THEIR THERAPY. ALMOST 400 CHILDREN WITH DISABILITIES AND THEIR FAMILIES RECEIVED MEDICAL EVALUATIONS, THERAPY SERVICES AND THERAPEUTIC RECREATION THROUGH EASTER SEALS, ANOTHER UNITED WAY PARTNER AGENCY. 95% OF CHILDREN IN THE PROGRAM MADE SIGNIFICANT PROGRESS TOWARD REACHING THEIR THERAPY GOALS, WITH 98% OF FAMILIES REPORTING THAT THEIR CHILD'S DEVELOPMENTAL AND MEDICAL CARE WERE POSITIVELY IMPACTED THROUGH ATTENDANCE AT THE PEDIATRIC CLINICS. UNITED WAY'S DIRECT ADMINISTRATION OF THE FAMILY WIZE DISCOUNT PRESCRIPTION CARD PROGRAM ASSISTS ANYONE ACROSS OUR LOCAL AREA, REGARDLESS OF AGE OR INCOME, WHO MUST PAY FOR MEDICATIONS NOT COVERED UNDER ANY TYPE OF INSURANCE. UNITED WAY OF BERKS COUNTY IS ONE OF THE OVER 1,000 UNITED WAY'S ACROSS THE COUNTRY PARTNERING WITH FAMILY WIZE TO IMPLEMENT THIS PROGRAM. OUR UNITED WAY DISTRIBUTES OVER 30,000 CARDS A YEAR TO LOCAL BUSINESSES, COMMUNITY ORGANIZATIONS, PHARMACIES, SCHOOLS, HOSPITALS, AND ANY OTHER INDIVIDUALS OR ORGANIZATIONS WHO REQUEST THEM. IT CAN BE USED FOR ALL FDA APPROVED BRAND NAME/GENERIC DRUGS, AND CAN BE USED REPEATEDLY AT ALL PARTICIPATING RETAIL PHARMACIES WHO ACCEPT THE CARD. THESE PARTICIPATING PHARMACIES OFFER THE LOWER COST AT THEIR EXPENSE AND PASS ON 100% OF THE SAVINGS TO THE CLIENT. IN 2014, OVER 10,000 CLAIMS WERE MADE USING THIS CARD, REPRESENTING AN AMAZING $248,791 IN SAVINGS FOR PEOPLE ACROSS THE COUNTY. THIS IS AN AVERAGE OF $24.88 PER PRESCRIPTION, AND IN THESE TOUGH TIMES, EVERY DOLLAR SAVED IS A HELP! SAFETY NET SERVICES WHEN PEOPLE'S BASIC NEEDS ARE NOT MET, THE CONSEQUENCES MAY BE SEVERE. UNITED WAY'S MISSION IS TO ENSURE THAT THE BASIC NECESSITIES OF LIFE ARE AVAILABLE FOR THOSE IN NEED. UNITED WAY'S PARTNERSHIPS AND FUNDED PROGRAMS PROVIDE A CRUCIAL SAFETY NET FOR VULNERABLE POPULATIONS TO QUICKLY ACCESS HELP AND RECEIVE THE NECESSARY SUPPORT TO HELP THEM HAVE A BETTER QUALITY OF LIFE, BOTH NOW AND IN THE FUTURE. MANY OF OUR FUNDED PROGRAMS ARE ALSO TAKING AN ADDED APPROACH TO PROVIDING EMERGENCY SERVICES THAT SIMPLY TAKE CARE OF THE CRISIS AT HAND FOR THEIR CLIENTS; PROGRAMS ARE NOW STARTING TO HELP ADDRESS THE ROOT CAUSES OF WHY A CLIENT NEEDS SAFETY NET SERVICES, TO HOPEFULLY AVOID THE CLIENT REQUIRING THESE TYPES OF SERVICES IN THE FUTURE. PROVISION OF EMERGENCY SHELTER IS JUST ONE WAY THAT UNITED WAY FUNDED PROGRAMS HELP THOSE IN NEED. IN 2014, 15,875 NIGHTS OF SHELTER WERE PROVIDED TO 648 ADULTS AND 359 CHILDREN WHO WERE VICTIMS OF DOMESTIC VIOLENCE THROUGH BERKS WOMEN IN CRISIS. THESE CLIENTS RECEIVE OTHER SUPPORTIVE SERVICES AS PART OF THEIR STAY IN THE SHELTER, INCLUDING COUNSELING, CASE MANAGEMENT, AND GROUP SESSIONS TO HELP THEM GET BACK ON THEIR FEET AND HAVE THE NECESSARY TOOLS IN PLACE AS THEY TRANSITION TO PERMANENT OR TRANSITIONAL HOUSING. ANOTHER PARTNER AGENCY, OPPORTUNITY HOUSE, ALSO PROVIDED SHELTER FOR AT LEAST ONE NIGHT, INCLUDING A NUTRITIOUS MEAL, TO 395 ADULTS AND 122 CHILDREN. OTHER PARTNER AGENCY PROGRAMS THAT ASSISTED WITH BASIC NEEDS IN 2014 INCLUDE THE READING CORPS OF SALVATION ARMY, WHO HELPED MORE THAN 22,719 PEOPLE WITH FOOD ASSISTANCE, UTILITY BILLS OR MEDICAL PRESCRIPTIONS IN THE CITY OF READING. AN ADDITIONAL 1,300 PEOPLE WERE HELPED WITH SIMILAR NEEDS IN THE RURAL AREA OF KUTZTOWN AND SURROUNDING AREAS THROUGH FRIEND, INC. COMMUNITY SERVICES. CENTRO HISPANO PROVIDED INFORMATION, REFERRAL AND OTHER SERVICES TO MEET BASIC NEEDS TO OVER 3,000 PEOPLE. ALL THREE OF THESE AGENCIES PROVIDE CRUCIAL SAFETY NET SERVICES, BUT ALSO PROVIDE OTHER TYPES OF SUPPORTIVE SERVICES AS MENTIONED ABOVE TO HELP CLIENTS BE AS SELF-SUFFICIENT AS POSSIBLE IN THE FUTURE. VICTIMS OF DISASTER ARE ALSO ASSISTED THROUGH UNITED WAY FUNDED PROGRAMS WITH AMERICAN RED CROSS: BERKS COUNTY CHAPTER. 50 FAMILIES CONSISTING OF 228 INDIVIDUALS WERE ASSISTED WITH FOOD, CLOTHING, SHELTER, REPLACEMENT FURNITURE AND OTHER CRITICAL NEEDS AFTER LOSING THEIR HOMES TO FIRES, FLOODS OR OTHER DISASTERS.
FORM 990, PART III, LINE 4A READY. SET. READ! OVER THE PAST YEAR, READY.SET.READ! HAS EXPERIENCED GROWTH AND PROGRESS AS UNITED WAY AND THE COMMUNITY FOCUS ON IMPROVING EARLY GRADE READING PROFICIENCY. PARTNERSHIPS WITH SCHOOLS, LOCAL BUSINESSES AND VOLUNTEERS HAVE BEEN STRENGTHENED AS THE INITIATIVE HAS TAKEN ROOT AND ACHIEVED POSITIVE INITIAL RESULTS. THE COLLECTIVE WORK FOCUSES ON FOUR KEY STRATEGIES: IMPLEMENT SCHOOL-READINESS ACTIVITIES FOR PRE-SCHOOL CHILDREN, CONNECT TUTORS WITH EARLY GRADE STUDENTS NEEDING SUPPLEMENTAL INSTRUCTION, ENGAGE PARENTS TO PROMOTE LITERACY AND MOBILIZE THE COMMUNITY AROUND THIS WORK. THIRD GRADE READING PROFICIENCY IS A PRIMARY INDICATOR OF A CHILD'S ACADEMIC AND FUTURE SUCCESS. LOCALLY, MORE THAN A QUARTER OF BERKS COUNTY 3RD GRADERS ARE NOT READING AT A PROFICIENT LEVEL AS MEASURED BY RECENT PSSA'S. CHILDREN WHO DO NOT READ PROFICIENTLY BY THE END OF THIRD GRADE ARE FOUR TIMES MORE LIKELY TO DROP OUT OF HIGH SCHOOL AND 13 TIMES MORE LIKELY TO DROP OUT IF THEY ARE ALSO LIVING IN POVERTY. EFFORTS ARE FOCUSED ON MOBILIZING ORGANIZATIONS AND INDIVIDUALS TO SIGNIFICANTLY AND MEASURABLY MOVE THE NEEDLE ON THE NUMBER OF BERKS COUNTY CHILDREN WHO ARE SUCCESSFUL READERS BY THE END OF THIRD GRADE. THE GOAL IS TO HAVE 90% OF LOCAL 3RD GRADERS REACHING PROFICIENCY IN 10 YEARS. RECENTLY, A BOARD OF DIRECTORS HAS BEEN ESTABLISHED TO PROVIDE LEADERSHIP AND GUIDANCE TO THE CONTINUING DEVELOPMENT OF THIS WORK. THE GOVERNANCE GROUP REPRESENTS VARIED COMMUNITY SECTORS AND CONSISTS OF MORE THAN 40 INDIVIDUALS. DEVELOPING A STRATEGIC PLAN IS THE GROUP'S CURRENT CHARGE. STAR READERS, THE VOLUNTEER TUTORING PROGRAM COMPONENT, CONTINUES TO GROW. CURRENTLY, NEARLY 220 TRAINED VOLUNTEERS, INCLUDING CORPORATE EMPLOYEES, COLLEGE STUDENTS, RETIRED EDUCATORS AND COMMUNITY MEMBERS, VOLUNTEER AT 29 ELEMENTARY SCHOOLS WITHIN TWELVE SCHOOL DISTRICTS: ANTIETAM, BRANDYWINE HEIGHTS, CONRAD WEISER, DANIEL BOONE, EXETER, GOVERNOR MIFFLIN, HAMBURG, KUTZTOWN, MUHLENBERG, OLEY VALLEY, READING AND SCHUYLKILL VALLEY. THE TUTORS WORK WITH NEARLY 400 FIRST, SECOND AND THIRD GRADERS NEEDING ASSISTANCE TO BECOME PROFICIENT READERS, AS MEASURED BY 3RD GRADE PSSA READING SCORES. ADDITIONAL GROWTH IS ANTICIPATED FOR THE 2015-16 SCHOOL YEAR. IMPLEMENTING SCHOOL-READINESS ACTIVITIES FOR PRE-SCHOOL CHILDREN LED TO THE DEVELOPMENT OF THE GROWING READERS PROGRAM. GROWING READERS IS AN EARLY LITERACY PROGRAM DEVELOPED TO IMPLEMENT STRUCTURED PRESCHOOL CURRICULUM IN PREDOMINATELY LATINO OPERATED CHILDCARE CENTERS (IN THE CITY OF READING), WHICH IS ALIGNED WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION 2014 LEARNING STANDARDS FOR EARLY CHILDHOOD. THE PROGRAM FOCUSES ON PROVIDING DIRECT SUPPORT TO IDENTIFIED CHILDCARE CENTERS SERVICING CHILDREN 3-5 YEARS OF AGE. THE CURRICULUM TEACHES AND STRENGTHENS SKILLS IN PREPARATION FOR ENTRY INTO KINDERGARTEN. GROWING READERS FOCUSES ON PROVIDING EARLY LITERACY SUPPORT TO IDENTIFIED LATINO OPERATED CHILDCARE CENTERS IN THE CITY OF READING SERVICING CHILDREN 3-5 YEARS OF AGE. TO BE ELIGIBLE FOR THE SUPPORT, THE CHILD CARE CENTERS MUST BE PARTICIPATING IN THE PENNSYLVANIA KEYSTONE STARS PROGRAM AT A STAR 1 OR STAR 2 LEVEL. THE CHILD CARE CENTER DIRECTOR AND TEACHERS WILL RECEIVE SUPPORT IN STRENGTHENING THEIR PRESCHOOL CURRICULUM TO MEET THE STATE 2014 LEARNING STANDARDS FOR EARLY CHILDHOOD. OUTCOMES INCLUDE CHILDREN ENTERING KINDERGARTEN WITH THE FOUNDATIONAL SKILLS NEEDED TO SUCCEED IN SCHOOL AND CHILD CARE CENTERS MOVING TO THE NEXT KEYSTONE STAR LEVEL. ONE OF THE FUNDAMENTAL PRINCIPLES OF READY. SET. READ! IS A COMMITMENT TO COLLECT, SHARE AND USE DATA TO GUIDE DEVELOPMENT OF STRATEGIES, MEASURE AND EVALUATE RESULTS AND COMMUNICATE PROGRESS TOWARDS THE LONG TERM GOAL. AS THE PILOT YEAR OF THE STAR READERS TUTORING PROGRAM GOT UNDERWAY, CAPITAL AREA INTERMEDIATE UNIT WAS ENGAGED TO CONDUCT AN INDEPENDENT EVALUATION OF ITS DEVELOPMENT AND IMPLEMENTATION. THE REPORT PROVIDES CONFIRMATION OF THE POTENTIAL FOR THE PROGRAM TO HAVE MEANINGFUL IMPACT ON IMPROVING STRUGGLING READERS' PROFICIENCY AND CONTRIBUTING TO ACHIEVEMENT OF THE READY. SET. READ! 10-YEAR GOAL. EXAMPLES OF KEY FINDINGS INCLUDE: - THE DIBELS WORDS-CORRECT-PER-MINUTE (WCPM) INDICATOR REVEALED THAT 41% OF THE PARTICIPATING SECOND GRADE STUDENTS MOVED FROM STRATEGIC TO PROFICIENT. - THE DIBELS ACCURACY INDICATOR IDENTIFIED THAT 44% OF THE PARTICIPATING SECOND GRADE STUDENTS MOVED FROM STRATEGIC TO PROFICIENT. THE FULL REPORT CAN BE FOUND AT THE WEBSITE, WWW.READYSETREADBERKS.ORG. 2-1-1 INFORMATION AND REFERRAL THE 2-1-1 SERVICE PROVIDES PEOPLE WITH INFORMATION ABOUT ESSENTIAL HUMAN SERVICES, SUCH AS LOCATING CHILD CARE, FINDING QUALITY CARE FOR AGING PARENTS, NEEDING ASSISTANCE TO MEET BASIC NEEDS OR JOB TRAINING PROGRAMS. 2-1-1 CENTERS ARE STAFFED BY TRAINED SPECIALISTS WHO ASSESS THE CALLERS' NEEDS AND REFER THEM TO THE HELP THEY SEEK. IN ADDITION, THE CALL CENTER SPECIALISTS, SEVERAL POSSESSING BILINGUAL SKILLS, FACILITATE CALLS AND QUESTIONS FROM THOSE INTERESTED IN VOLUNTEERING OR DONATING ITEMS, SUCH AS FOOD AND CLOTHING. 2-1-1 SERVES AS A VALUED COMMUNITY RESOURCE AND SERVES AS A VITAL CONNECTION FOR THOSE NEEDING HELP, AS WELL AS FOR THOSE WANTING TO GIVE HELP. ADDITIONALLY, 2-1-1 IS A USEFUL PLANNING TOOL SINCE IT PROVIDES REAL TIME INFORMATION ABOUT THE SCOPE OF ISSUES LOCAL PEOPLE ARE FACING. IN 2014, 2,532 CALLS WERE RECEIVED (A 5% INCREASE OVER 2013), WITH THE MAJORITY FOCUSED ON INQUIRIES RELATING TO UTILITIES ASSISTANCE, HOUSING/HOMELESSNESS AND FOOD ASSISTANCE. TOP AGENCY REFERRALS INCLUDED: CATHOLIC CHARITIES, OPPORTUNITY HOUSE, PA DEPARTMENT OF PUBLIC WELFARE, THE SALVATION ARMY AND GREATER BERKS FOOD BANK, AS WELL AS OTHER LOCAL NONPROFITS AND GOVERNMENT/LEGAL ORGANIZATIONS. IN ADDITION, 2-1-1 PHONE SERVICE WAS EXPANDED TO 24/7 AVAILABILITY IN BERKS COUNTY IN NOVEMBER. ONLINE SEARCH CAPABILITY OF THE PA 2-1-1 DATABASE WAS ALSO SIMPLIFIED AND MADE AVAILABLE AT WWW.PA211EAST.ORG.
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS ARE RELATED: DIANE AND MICHAEL DUFF - SPOUSES ELLEN AND DANIEL HUYETT - SPOUSES TWO MARRIED COUPLES MAINTAIN POSITIONS ON THE UNITED WAY OF BERKS COUNTY BOARD OF DIRECTORS. THIS SITUATION OCCURS BECAUSE IT IS A COMMON PRACTICE FOR A HUSBAND AND WIFE TEAM TO SERVE AS CO-CHAIRS OF THE ANNUAL FUND-RAISING CAMPAIGN, WHICH HAS BEEN A VERY SUCCESSFUL AND POPULAR APPROACH WITH THE VOLUNTEERS. THE COUPLES REPRESENT PAST, CURRENT, OR FUTURE CAMPAIGN CO-CHAIRS. THE FOLLOWING BOARD MEMBERS ARE ALSO RELATED: SCOTT HUNSICKER AND CHRIS KRARAS - IN-LAW RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4 AS PART OF DUE DILIGENCE ACTIVITIES, THE GOVERNANCE COMMITTEE REVIEWS THE ORGANIZATION'S BYLAWS EVERY THREE YEARS TO DETERMINE IF MODIFICATIONS NEED TO BE MADE DUE TO CHANGES IN THE ORGANIZATION'S PRACTICES OR PROCEDURES. IN 2014, THE ORGANIZATION MADE REVISIONS TO ITS BYLAWS. REVISIONS INCLUDED THAT ANY OFFICER SERVING ON THE EXECUTIVE COMMITTEE, AT THE END OF THEIR TERM OF SERVICE, WHO OTHERWISE WOULD BE INELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS, MAY ACCEPT AN INVITATION TO SERVE UP TO TWO (2) ADDITIONAL YEARS, WHICH WAS PREVIOUSLY ONLY ONE (1) ADDITIONAL YEAR, AND A QUORUM AT MEETINGS OF THE BOARD OF DIRECTORS WOULD REQUIRE TWENTY (20) MEMBERS, INSTEAD OF FIFTEEN (15) MEMBERS PREVIOUSLY.
FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS ANNUALLY PRIOR TO SUBMISSION. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN, OR REASONABLY SHOULD BE KNOWN. AN INTERESTED PARTY SHALL COMPLETE A QUESTIONNAIRE/DISCLOSURE STATEMENT, IN THE FORM ATTACHED, TO FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS OR HER ASSOCIATION WITH UNITED WAY OF BERKS COUNTY AND SHALL BE UPDATED ANNUALLY. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE COMPLETED AT SUCH TIMES AS AN ACTUAL POTENTIAL CONFLICT ARISES. FOR BOARD MEMBERS, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE PRESIDENT, WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE SHALL REVIEW THE SUMMARY OF THE FINDINGS PREPARED BY THE PRESIDENT AND PRESENT A REPORT TO THE EXECUTIVE COMMITTEE IN THE SPRING OF EACH YEAR. IN THE CASE OF MEMBERS OF THE FINANCE COMMITTEE, THE INVESTMENT COMMITTEE AND THE AUDIT COMMITTEE, THE DISCLOSURE STATEMENTS SHALL BE PROVIDED TO THE PRESIDENT, WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE EXECUTIVE COMMITTEE IN THE SPRING OF EACH YEAR. IN THE CASE OF STAFF, THE DISCLOSURE STATEMENTS SHALL BE PRESENTED TO THE SENIOR VICE PRESIDENT OF FINANCE & ADMINISTRATION, WHO WILL REVIEW THE DISCLOSURE STATEMENTS AND PRESENT A SUMMARY OF THE FINDINGS TO THE PRESIDENT BY MARCH 31ST OF EACH YEAR. IN THE CASE OF THE SENIOR VICE PRESIDENT OF FINANCE & ADMINISTRATION, THE DISCLOSURE STATEMENT SHALL BE PROVIDED TO THE PRESIDENT. THE PRESIDENT SHALL PROVIDE HIS/HER DISCLOSURE STATEMENT TO THE CHAIRMAN OF THE BOARD. THE PRESIDENT SHALL FILE THE VOLUNTEER DISCLOSURE STATEMENTS WITH THE OFFICIAL CORPORATE RECORDS OF UNITED WAY OF BERKS COUNTY. THE SENIOR VICE PRESIDENT OF FINANCE & ADMINISTRATION SHALL FILE THE STAFF DISCLOSURE STATEMENTS WITH OTHER EMPLOYEE RECORDS. WHENEVER THERE IS REASON TO BELIEVE THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS BETWEEN UNITED WAY OF BERKS COUNTY AND AN INTERESTED PARTY, THE BOARD OF DIRECTORS, UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE OR THE GOVERNANCE COMMITTEE, SHALL DETERMINE THE APPROPRIATE ORGANIZATIONAL RESPONSE. WHERE THE ACTUAL OR POTENTIAL CONFLICT INVOLVES AN EMPLOYEE OF UNITED WAY OF BERKS COUNTY OTHER THAN THE PRESIDENT, THE PRESIDENT SHALL, IN THE FIRST INSTANCE, BE RESPONSIBLE FOR REVIEWING THE MATTER AND MAY TAKE APPROPRIATE ACTION AS NECESSARY TO PROTECT THE INTERESTS OF UNITED WAY OF BERKS COUNTY. THE PRESIDENT SHALL DETERMINE WHETHER THE RESULTS OF ANY REVIEW AND ACTION SHALL BE REPORTED TO THE CHAIRMAN. WHEN REPORTED TO THE CHAIRMAN, THE CHAIRMAN IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, SHALL DETERMINE IF ANY FURTHER BOARD REVIEW OR ACTION IS REQUIRED. IF THE BOARD OF DIRECTORS HAS REASON TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PARTY AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE INTERESTED PARTY HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION PROCEDURES: THE CHAIRPERSON OF THE BOARD LEADS THE BOARD OF DIRECTORS IN THE EVALUATION OF THE PERFORMANCE OF THE PRESIDENT ON AN ANNUAL BASIS. THE PRESIDENT PRESENTS TO THE CHAIRPERSON INFORMATION ON THE ACCOMPLISHMENTS OF THE ORGANIZATION AND ITS PROGRESS TOWARD ACHIEVING THE GOALS OUTLINED IN THE STRATEGIC PLAN, THE FULFILLMENT OF HIS/HER DUTIES AND RESPONSIBILITIES AS OUTLINED IN THE POSITION DESCRIPTION, AND THE MANNER IN WHICH THE CHALLENGES OF THE ORGANIZATION HAVE BEEN ADDRESSED AND THE OPPORTUNITIES TAKEN. THE PRESIDENT ALSO DEFINES AND DISCUSSES CURRENT AND FUTURE ORGANIZATIONAL CHALLENGES AND OPPORTUNITIES. THIS INFORMATION IS SHARED WITH THE BOARD OF DIRECTORS. A PRESIDENT'S EVALUATION SURVEY IS CONDUCTED WITH THE FULL BOARD, THE RESULTS OF WHICH ARE COMPILED AND ANALYZED BY A THIRD PARTY PROVIDER HAVING NO VESTED INTEREST IN THE OUTCOME OF THIS PROCESS. A FORMAL REPORT IS PRESENTED BY THE PROVIDER FIRST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR INITIAL DISCUSSION, THEN TO THE FULL BOARD OF DIRECTORS AS PART OF AN EXECUTIVE SESSION. FOLLOWING THIS SESSION, THE CHAIRPERSON MEETS WITH THE PRESIDENT AND SHARES THE RESULTS OF THE BOARD EVALUATION AS WELL AS ANY GOALS OR SUGGESTIONS THE BOARD HAS RELATIVE TO THE INFORMATION PRESENTED AND THE FUTURE DIRECTION OF THE ORGANIZATION. THE CHAIRPERSON OF THE BOARD COMMUNICATES THE RESULTS OF THE ASSESSMENT VERBALLY AND IN WRITING TO THE PRESIDENT. THE RESULTS OF THE ASSESSMENT ARE INCLUDED IN THE PRESIDENT'S PERSONNEL FILE. THE LEVEL AND FORM OF COMPENSATION IS DETERMINED FOLLOWING A REVIEW OF LOCAL COMPENSATION LEVELS OF CEO'S OF ORGANIZATIONS OF SIMILAR SIZE AND SCOPE, AS WELL AS THE COMPENSATION LEVELS OF CEO'S OF UNITED WAY ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. WHILE UNITED WAY FOCUSES ON OTHER UNITED WAYS AND NONPROFITS TO BENCHMARK COMPENSATION, THE ORGANIZATION UNDERSTANDS THAT THE MARKET FOR EXECUTIVE TALENT MAY BE BROADER THAN THE GROUP OF CHARITIES. MARKET INFORMATION FROM ADDITIONAL MARKET SEGMENTS AND PUBLISHED NOT-FOR-PROFIT COMPENSATION SURVEYS, MAY BE USED AS A SUPPLEMENT. THE ANNUAL COMPENSATION OF THE PRESIDENT IS COMMUNICATED BOTH VERBALLY AND IN WRITING TO THE PRESIDENT AND IS INCLUDED IN HIS/HER PERSONNEL FILE. KEY EMPLOYEE COMPENSATION PROCEDURES: COMPENSATION PROCEDURES FOR KEY EMPLOYEES OF UNITED WAY OF BERKS COUNTY FOLLOW THE SALARY AND ADMINISTRATION PROGRAM OF THE ORGANIZATION AND THE PERSONNEL POLICIES AS PROVIDED TO ALL STAFF. THE COMPETITIVENESS OF THE SALARY STRUCTURE AT UNITED WAY OF BERKS COUNTY WILL BE ASSESSED PERIODICALLY, AS DETERMINED BY THE PRESIDENT BUT NOT MORE THAN EVERY THREE YEARS, BASED ON SURVEYS OF SALARIES PAID BY OTHER EMPLOYERS FOR SIMILAR WORK. AN OUTSIDE HUMAN RESOURCES FIRM NORMALLY DOES THE ASSESSMENT. IF THERE IS EVIDENCE OF A CHANGE IN GENERAL SALARY LEVELS, THE SALARY RANGES ARE ADJUSTED ACCORDING TO THE PROGRAM'S OBJECTIVES, WITH THE APPROVAL OF THE EXECUTIVE COMMITTEE. THESE ADJUSTMENTS DO NOT CHANGE THE GRADES TO WHICH POSITIONS ARE ASSIGNED AND DO NOT RESULT IN AUTOMATIC CHANGES IN INDIVIDUAL SALARIES. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, SITTING AS THE PERSONNEL COMMITTEE, SHALL REVIEW AND APPROVE THE SALARY STRUCTURE. THE REVIEW AND APPROVAL NORMALLY FOLLOWS THE ASSESSMENT DONE BY AN OUTSIDE HUMAN RESOURCES FIRM TO DETERMINE WHETHER CHANGES HAVE OCCURRED IN THE GENERAL SALARY LEVELS. THE EXECUTIVE COMMITTEE WILL DETERMINE IF A REPORT ON THE COMPENSATION PLAN/SALARY STRUCTURE OF THE ORGANIZATION SHALL BE MADE TO THE FULL BOARD OF DIRECTORS. UNITED WAY OF BERKS COUNTY'S POLICY IS THAT SALARY INCREASES ARE BASED ON MERIT AND SHOULD REFLECT AN EMPLOYEE'S CONTRIBUTION TO THE ORGANIZATION IN RELATION TO THE RESPONSIBILITIES OF HIS OR HER POSITION. SALARY INCREASES MAY BE LIMITED BY THE AVAILABILITY OF FUNDS. THE SALARY ADMINISTRATION PROGRAM THEREFORE HAS BEEN DESIGNED TO PROVIDE THE BEST PERFORMERS WITH HIGHER PERCENTAGES OF MERIT INCREASES. WITH THE EXCEPTION OF SPECIAL TYPES OF SALARY ADJUSTMENTS, MERIT INCREASES ARE THE ONLY TYPE OF SALARY INCREASES NORMALLY GRANTED.
FORM 990, PART VI, SECTION C, LINE 19 COMPLIANCE WITH PUBLIC INSPECTION REQUIREMENTS: IN GENERAL, EXEMPT ORGANIZATIONS MUST MAKE AVAILABLE FOR PUBLIC INSPECTION CERTAIN ANNUAL RETURNS AND APPLICATIONS FOR EXEMPTION, AND MUST PROVIDE COPIES OF SUCH RETURNS AND APPLICATIONS TO INDIVIDUALS WHO REQUEST THEM. IN COMPLIANCE WITH THIS REQUIREMENT, UNITED WAY OF BERKS COUNTY ADHERES TO THE FOLLOWING: IN RESPONSE TO A WRITTEN REQUEST AT THE PRINCIPAL OFFICE OF UNITED WAY OF BERKS COUNTY, A COPY OF THE COVERED TAX DOCUMENTS SHALL BE PROVIDED TO THE REQUESTER WITHIN THIRTY (30) DAYS. PER IRS GUIDANCE, A REQUEST THAT IS FAXED, E-MAILED OR SENT BY PRIVATE COURIER IS CONSIDERED A WRITTEN REQUEST. IN RESPONSE TO AN IN-PERSON REQUEST AT THE PRINCIPAL OFFICE OF UNITED WAY OF BERKS COUNTY, A COPY OF THE COVERED TAX DOCUMENTS SHALL GENERALLY BE PROVIDED THE DAY OF THE REQUEST. REQUESTS, EITHER IN-PERSON OR WRITTEN, SHALL BE PROVIDED INFORMATION THAT OFFERS THE REQUESTOR THE OPPORTUNITY TO ACCESS THE DOCUMENTS FREE OF CHARGE VIA THE WEB, OR AT A COST SHOULD A HARD COPY BE REQUESTED. UNITED WAY OF BERKS COUNTY SHALL CHARGE A REASONABLE FEE FOR COPYING COSTS AND THE ACTUAL COST OF POSTAGE BEFORE PROVIDING COPIES OF THE DOCUMENTS. REASONABLE FEES FOR COPYING ARE CONSISTENT WITH THE IRS STANDARD CHARGE OF NO MORE THAN $.20 PER PAGE WHILE POSTAGE FEES SHALL BE THE ACTUAL COST INCURRED BY THE ORGANIZATION. TIMELY NOTICE OF THE APPROXIMATE COST AND ACCEPTABLE FORM OF PAYMENT WILL BE PROVIDED WITHIN SEVEN DAYS OF RECEIPT OF THE REQUEST, IF IN WRITING, OR IMMEDIATELY UPON A REQUEST FROM AN IN-PERSON REQUEST. ACCEPTABLE FORMS OF PAYMENT INCLUDE CASH AND MONEY ORDER (IN THE CASE OF AN IN-PERSON REQUEST) AND CERTIFIED CHECK, MONEY ORDER, AND PERSONAL CHECK OR CREDIT CARD, IN THE CASE OF A WRITTEN REQUEST. PAYMENT IN FULL IS DUE PRIOR TO PROVIDING COPIES. THE NAMES OR ADDRESSES OF THE ORGANIZATION'S CONTRIBUTORS ON ITS ANNUAL RETURN SHALL NOT BE DISCLOSED IN ACCORDANCE WITH IRS REGULATIONS. PUBLIC INSPECTION OF GOVERNING DOCUMENTS: UNITED WAY OF BERKS COUNTY IS COMMITTED TO OPENNESS AND TRANSPARENCY TO DONORS/FUNDERS, PARTNER AGENCIES, GOVERNMENTAL ORGANIZATIONS, ITS VARIOUS STAKEHOLDERS, AND THE GENERAL PUBLIC. PROACTIVE DISCLOSURE AND DISSEMINATION OF INFORMATION CONCERNING THE GOVERNANCE, OPERATIONS, AND FINANCIAL INFORMATION CONCERNING UNITED WAY OF BERKS COUNTY IS AVAILABLE. THE FOLLOWING DOCUMENTS ARE ACCESSIBLE FOR PUBLIC INSPECTION AT THE OFFICE OF THE UNITED WAY OF BERKS COUNTY: ALL DOCUMENTS AS REQUIRED BY FEDERAL, STATE, AND LOCAL LAW, INCLUDING BUT NOT LIMITED TO THE IRS FORM 990. ANNUAL REPORT ARTICLES OF INCORPORATION AUDITED FINANCIAL STATEMENTS CAMPAIGN HIGHLIGHTS REPORT CODE OF ETHICS AND CONDUCT AND WHISTLEBLOWER POLICY RECORD RETENTION CONFLICT OF INTEREST POLICY ORGANIZATIONAL BY-LAWS MISSION STATEMENT VISION STATEMENT PERSONS REQUESTING HARD COPIES OF DOCUMENTS SHALL BE PROVIDED INFORMATION THAT OFFERS THE REQUESTOR THE OPPORTUNITY TO ACCESS THE INFORMATION FREE OF CHARGE VIA THE WEB. UNITED WAY OF BERKS COUNTY SHALL CHARGE A REASONABLE FEE FOR COPYING COSTS AND THE ACTUAL COST OF POSTAGE BEFORE PROVIDING COPIES OF THE DOCUMENTS IF A HARD COPY IS REQUESTED. REASONABLE FEES FOR COPYING ARE CONSISTENT WITH THE IRS STANDARD CHARGE OF NO MORE THAN $.20 PER PAGE WHILE POSTAGE FEES SHALL BE THE ACTUAL COST INCURRED BY THE ORGANIZATION. THE FOLLOWING DOCUMENTS ARE ACCESSIBLE VIA THE UNITED WAY OF BERKS COUNTY WEB-SITE AT WWW.UWBERKS.ORG. ANNUAL REPORT AUDITED FINANCIAL STATEMENTS CAMPAIGN HIGHLIGHTS REPORT CODE OF ETHICS AND CONDUCT AND WHISTLEBLOWER POLICY LINKS TO FORM 990 VIA CHARITY NAVIGATOR AND GUIDESTAR MISSION STATEMENT VISION STATEMENT
FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSS ON INVESTMENT -28,688. UNREALIZED GAIN/LOSS ON BENEFICIAL INTEREST 5,020. ADJUSTMENT TO REFLECT UNFUNDED PENSION LIABILITY -215,831.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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