Form990
Click to see attachment
Department of the TreasuryInternal 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
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
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 $ 11,871,187
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 42
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 42
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 30
6 Total number of volunteers (estimate if necessary) ............. 6 2,209
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) ......... 10,132,601 9,889,098
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 570,838 373,543
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 52,139 59,990
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 10,755,578 10,322,631
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,227,671 6,771,283
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) 1,855,868 1,888,062
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,241,141    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 822,671 1,068,360
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,906,210 9,727,705
19 Revenue less expenses. Subtract line 18 from line 12....... 849,368 594,926
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 20,400,881 20,430,821
21 Total liabilities (Part X, line 26)............. 2,587,643 2,490,574
22 Net assets or fund balances. Subtract line 21 from line 20..... 17,813,238 17,940,247
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 (2015)
Form 990 (2015)
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 $ 7,788,896 including grants of $ 6,771,283 ) (Revenue $   )
UNITED WAY OF BERKS COUNTY IS THE CATALYST THAT GALVANIZES INDIVIDUALS AND PUBLIC, PRIVATE, FAITH AND GOVERNMENTAL SECTORS TO WORK TOGETHER TO CREATE SOLUTIONS WHICH ENABLE INDIVIDUALS, FAMILIES AND OUR COMMUNITY TO THRIVE. RECOGNIZING THAT NO SINGLE ORGANIZATION ALONE CAN SOLVE PRESSING COMMUNITY ISSUES, UNITED WAY OF BERKS COUNTY WORKS THROUGH OUR MANY COMMUNITY PARTNERS PROVIDING ANNUAL FUNDING FOR SERVICES IN OUR FOCUS AREA'S OF EDUCATION, INCOME, HEALTH AND SAFETY NET SERVICES; OFFERING SPECIAL ONE-TIME GRANTS FOR NEW INITIATIVES AND EMERGENCY FUNDING; ACTING AS CONVENER TO ADDRESS COMMUNITY CONCERNS; AND FACILITATING COMMUNITY-WIDE PROGRAMS AND INITIATIVES. ANNUAL FUNDING UNITED WAY OF BERKS COUNTY HELPED OVER 100,000 LOCAL RESIDENTS IN 2015 BY TACKLING CRITICAL COMMUNITY ISSUES WITHIN FOUR PRIMARY FOCUS AREAS: EDUCATION, INCOME, HEALTH, AND SAFETY NET SERVICES. MUCH OF OUR WORK IS CARRIED OUT THROUGH OVER 50 PROGRAMS IN COORDINATION WITH 34 AGENCY PARTNERS. 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 2015 INCLUDE THE FOLLOWING:EDUCATIONUNITED WAY BELIEVES THAT EVERYONE CAN PLAY A ROLE IN ENSURING THAT 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, ALONG WITH PROVIDING SUPPORTIVE PROGRAMMING THAT HELPS YOUTH DEVELOP NECESSARY SKILLS FOR THEIR FUTURE. TO MEET THIS GOAL, KEY ISSUES ADDRESSED BY UNITED WAY AND ITS SUPPORTED PROGRAMS IN THIS FOCUS AREA INCLUDE EARLY CARE AND SCHOOL READINESS, SCHOOL SUCCESS, AND POSITIVE YOUTH DEVELOPMENT, 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 2015, WITH SEVERAL PROGRAMS HIGHLY DESIGNATED ON THE STATE'S KEYSTONE STARS QUALITY CHILD CARE RATING SYSTEM. IN ADDITION, MANY OF THESE 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 PRIMARILY 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, OR ARE ON THE WAITING LIST TO RECEIVE SUBSIDIZED 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 HELPING WITH CHILD CARE, UNITED WAY FUNDED PROGRAMS ALSO HELP PARENTS AND CAREGIVERS LEARN HOW TO BE THEIR CHILD'S FIRST AND MOST IMPORTANT TEACHER. PROGRAMS SUCH AS BABY UNIVERSITY, OPENING DOORS, AND THE PLAY AND LEARN CENTER AT OUR PARTNER, SALVATION ARMY, GIVES 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. TWENTY-EIGHT FAMILIES WITH CHILDREN UNDER THE AGE OF 5 PARTICIPATED IN THE PLAY AND LEARN CENTERS THROUGHOUT 2015, WHERE FAMILIES LEARNED DIFFERENT WAYS TO HELP THEIR CHILDREN REACH DEVELOPMENTAL MILESTONES IN PREPARATION FOR KINDERGARTEN. THE OPENING DOORS PROGRAM, OPERATED BY PARTNER AGENCY CENTRO HISPANO DANIEL TORRES, INC., HELPED 45 LATINO FAMILIES GAIN SKILLS THAT WILL ASSIST IN BUILDING THEIR CHILDREN'S LITERACY DEVELOPMENT. 93% 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. 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 2015, ALMOST 18,000 YOUTH (UP FROM 16,000 IN 2014) 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. ALMOST 70% OF THESE YOUTH ARE FROM THE CITY OF READING AND ARE DESIGNATED AT-RISK DUE TO LIVING IN POVERTY. 90% OF YOUTH PARTICIPATING IN OLIVET PROGRAMS FEEL THAT THEY HAVE BUILT UPON THEIR LEADERSHIP SKILLS IN THE PAST YEAR. AN ADDITIONAL 229 AT-RISK YOUTH (UP 9% FROM LAST YEAR) PARTICIPATED IN THE BIG BROTHERS/BIG SISTERS MENTORING PROGRAM WHERE ELIGIBLE YOUTH WHO PARTICIPATED FOR ONE YEAR OR LONGER HAD A 100 % GRADUATION RATE, AND A 0% TEENAGE PREGNANCY RATE. 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. 43 YOUTH EXPERIENCED SUCCESS IN THIS PROGRAM DURING 2015, WITH 92% OF STUDENTS SHOWING IMPROVEMENT TOWARD THEIR BEHAVIORAL GOALS TO HELP THEM MOVE FORWARD ON THE PATH OF RETURNING TO THEIR HOME SCHOOLS. INCOMEUNITED WAY OF BERKS COUNTY IS COMMITTED TO EFFORTS THAT HELP INDIVIDUALS AND FAMILIES ACCESS STABLE HOUSING, GAIN JOB SKILLS AND BUILD FINANCIAL LITERACY SO THEY HAVE INCREASED OPPORTUNITIES TO ACHIEVE LONG-TERM FINANCIAL STABILITY. WE WORK WITH SEVERAL AGENCY PARTNERS TO DO THIS WORK. 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 400 INDIVIDUALS IN 2015, INCLUDING FAMILIES WITH CHILDREN, TO HELP THEM ACCESS SAFE, SUPPORTIVE HOUSING. THESE PROGRAMS ALSO 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. WHILE PARTICIPATING IN THE PROGRAM AT THE YMCA, 75% OF CLIENTS RECEIVED HELP TO OBTAIN EMPLOYMENT TO HELP THEM BECOME MORE FINANCIALLY STABLE. IN 2015, 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. AT THE LITERACY COUNCIL, 60% OF CLIENTS ADVANCED A MINIMUM OF ONE LEVEL IN THEIR ABILITY TO READ, WRITE, AND/OR SPEAK ENGLISH. 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. THIRTY-THREE OF THESE CLIENTS OBTAINED COMPETITIVE EMPLOYMENT IN THE COMMUNITY. PARTNER AGENCY FRIEND, INC. COMMUNITY SERVICES OPERATED A FINANCIAL LITERACY PROGRAM IN 2015, WHICH HELPED CLIENTS LEARN MORE ABOUT BUDGETING, SAVINGS, AND CREDIT. NINETEEN FAMILIES PARTICIPATED IN THE PROGRAM LAST YEAR, WITH 68% ABLE TO FOLLOW THEIR OWN BUDGETS AFTER EXITING THE PROGRAM.
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 expensesMediumBullet7,788,896
Form 990 (2015)
Form 990 (2015)
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 (2015)
Form 990 (2015)
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 (2015)
Form 990 (2015)
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
16
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
30
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 (2015)
Form 990 (2015)
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
42
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
42
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
 
No
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-WENRICH501 WASHINGTON STREET PO BOX 702   READING,PA196030702 (610) 685-4550
Form 990 (2015)
Form 990 (2015)
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) RAMIRO M CARBONELL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(6) PAUL COHN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) SHARON DANKS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(8) ROBERT D DAVIS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) DIANE DUFF......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) MICHAEL A DUFF......................................................................
CHAIR-ELECT
 1.00
.................
  		X   X       0 0 0
(11) ANDREA J FUNK......................................................................
SECRETARY/TREASURER
 1.00
.................
  		X   X       0 0 0
(12) SARA GALOSI......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) SCOTT L GRUBER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(14) DR JILL HACKMAN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) BARBARA HALL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(16) BRADLEY C HALL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(17) ALISA HARRIS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) GORDAN HOODAK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) DELPHIA HOWZE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) SCOTT M HUNSICKER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) DANIEL B HUYETT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) ELLEN HUYETT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) STEVEN KEIFER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) CHRIS G KRARAS........................................................................
CHAIRMAN
 1.00
.......................   		X   X       0 0 0
(25) NICK MARMONTELLO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(26) BETH GALLEN MASTROMARINO........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(27) LORI MIECZKOWSKI........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(28) DR KHALID MUMIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(29) LAURIE PEER........................................................................
ASST. SEC./TREAS.
 1.00
.......................   		X   X       0 0 0
(30) SCOTT REHR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(31) MARILU RODRIGUEZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(32) MIKE SCHMIDTLEIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(33) EDWARD SHUTTLEWORTH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(34) JEROME T SIMCIK........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(35) TIMOTHY SIMMONS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(36) ALISON SNYDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(37) TIMOTHY SNYDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(38) DAVID L STROBEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(39) THERESE SUCHER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(40) PATRICK VELEKEI........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(41) JEFFREY WASMUTH........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(42) DR ANNA WEITZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(43) TAMMY L WHITE........................................................................
PRESIDENT
 37.50
.......................   		    X       152,858 0 20,457
(44) JEAN MORROW........................................................................
SR VP RESOURCE DEVELOPMENT
 37.50
.......................   		    X       83,896 0 17,247
(45) PATRICIA C GILES........................................................................
SR VP COMMUNITY IMPACT
 37.50
.......................   		    X       106,969 0 11,237
(46) MONICA RUANO-WENRICH........................................................................
SR VP FINANCE & ADMIN
 37.50
.......................   		    X       82,997 0 17,143
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 426,720 0 66,084
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2
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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 9,889,098
g Noncash contributions included in lines 1a-1f:$ 331,396
h Total.Add lines 1a-1f.......MediumBullet 9,889,098
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 othersimilar amounts) ..........MediumBullet 111,396     111,396
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   1,810,703
b Less: cost or other basis and sales expenses   1,548,556
c Gain or (loss)   262,147
d Net gain or (loss).....MediumBullet 262,147 262,147    
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        
Business Code Miscellaneous Revenue
11a ADMINISTRATION FEES 561000 59,990 59,990    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 59,990
12 Total revenue. See Instructions......MediumBullet 10,322,631 322,137 0 111,396
Form 990 (2015)
Form 990 (2015)
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 6,771,283 6,771,283
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 492,804 192,538 142,121 158,145
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 1,056,297 362,150 240,559 453,588
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 226,595 70,340 52,603 103,652
10 Payroll taxes ........... 112,366 41,388 26,915 44,063
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) 170,171 88,151 35,510 46,510
12 Advertising and promotion .... 136,012 14,408 474 121,130
13 Office expenses ....... 72,264 45,809 7,056 19,399
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 137,928 46,643 36,861 54,424
17 Travel ............ 60,906 17,815 16,605 26,486
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 ....... 112,536 38,079 30,049 44,408
22 Depreciation, depletion, and amortization .. 27,502 9,227 7,262 11,013
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 NET PERIODIC PENSION CO 219,829 74,390 58,694 86,745
b MISCELLANEOUS 105,676 11,273 38,450 55,953
c EQUIPMENT RENTAL & MAIN 25,536 5,402 4,509 15,625
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 9,727,705 7,788,896 697,668 1,241,141
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 3,067,971 2 3,463,162
3 Pledges and grants receivable, net ...... 7,263,944 3 7,203,717
4 Accounts receivable, net ............. 98,869 4 29,215
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 ...... 13,304 9 27,552
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 316,111
b Less: accumulated depreciation 10b 247,533 77,260 10c 68,578
11 Investments—publicly traded securities . 9,046,457 11 8,852,440
12 Investments—other securities. See Part IV, line 11 ..... 833,076 12 786,157
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)... 20,400,881 16 20,430,821
Liabilities 17 Accounts payable and accrued expenses ..... 265,170 17 291,728
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 2,322,473 25 2,198,846
26 Total liabilities. Add lines 17 through 25.. 2,587,643 26 2,490,574
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 4,293,995 27 4,259,670
28 Temporarily restricted net assets ........... 7,841,281 28 8,056,992
29 Permanently restricted net assets 5,677,962 29 5,623,585
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 ........... 17,813,238 33 17,940,247
34 Total liabilities and net assets/fund balances ........ 20,400,881 34 20,430,821
Form 990 (2015)
Form 990 (2015)
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
10,322,631
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,727,705
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
594,926
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
17,813,238
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
-467,917
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
17,940,247
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
2015
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
6
7
8
9
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 (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 9,104,779 9,330,398 9,294,778 10,132,601 9,889,099 47,751,655
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 9,104,779 9,330,398 9,294,778 10,132,601 9,889,099 47,751,655
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).. 441,616
6 Public support. Subtract line 5 from line 4. 47,310,039
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 9,104,779 9,330,398 9,294,778 10,132,601 9,889,099 47,751,655
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 105,278 133,222 141,681 117,093 111,395 608,669
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.).. 69,457 66,040 68,582 52,139 59,990 316,208
11 Total support. Add lines 7 through 10. 48,676,532
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
97.190 %
15
15
97.510 %
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2015 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-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
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) 2015


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
2015
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)

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," on 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
2015
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" on 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2015

Schedule D (Form 990) 2015
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" on 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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 6,554,413 6,373,055 5,539,429 5,110,374 5,189,475
b Contributions ... 250,000 1,000   41,041 76,165
c Net investment earnings, gains, and losses -62,630 433,937 1,067,087 621,316 68,060
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		262,609 253,579 233,461 233,302 223,326
f Administrative expenses ....          
g End of year balance ...... 6,479,174 6,554,413 6,373,055 5,539,429 5,110,374
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet25.340 %
b
Permanent endowment SchDMd Bullet74.660 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on 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" on 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' on 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 36,114   28,859 7,255
d Equipment ... 243,618   184,526 59,092
e Other ... 36,379   34,148 2,231
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 68,578
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
DUE TO OTHER UNITED WAYS 381,942
DUE TO DESIGNATED AFFILIATED AGENCIES 1,404,613
UNFUNDED PENSION LIABILITY 412,291
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,198,846
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 8,372,591
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -479,485
b Donated services and use of facilities ......... 2b 157,085
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -46,919
e Add lines 2a through 2d ..................... 2e -369,319
3 Subtract line 2e from line 1.................. 3 8,741,910
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 1,580,721
c Add lines 4a and 4b.................... 4c 1,580,721
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 10,322,631
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 8,304,069
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 157,085
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 157,085
3 Subtract line 2e from line 1................... 3 8,146,984
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 1,580,721
c Add lines 4a and 4b..................... 4c 1,580,721
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 9,727,705

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 TEN 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, 2015 AND 2014, 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAINS/(LOSSES) ON BENEFICIAL INTEREST -46,919.
PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,580,721.
PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED ALLOCATIONS 1,580,721.
Schedule D (Form 990) 2015


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," on 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
2015
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" on 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) 224,655       PARTNER AGENCY INVESTMENTS
(3) AMERICAN RED CROSS - BERKS COUNTY CHAPTER
701 CENTRE AVENUE
READING,PA19601 		501(C)(3) 314,601       PARTNER AGENCY INVESTMENTS
(4) BERKS COALITION TO END HOMELESSNESS
PO BOX 7712
READING,PA19603 		501(C)(3) 15,003       PARTER AGENCY INVESTMENTS
(5) BERKS CONNECTIONSPRETRIAL SERVICES
633 COURT STREET 16TH FLOOR
READING,PA19601 		501(C)(3) 62,395       PARTNER AGENCY INVESTMENTS
(6) BERKS ENCORE
40 NORTH 9TH STREET
READING,PA19601 		501(C)(3) 100,073       PARTNER AGENCY INVESTMENTS
(7) BERKS DEAF & HARD OF HEARING SERVICES
2045 CENTRE AVENUE
READING,PA19605 		501(C)(3) 52,512       PARTNER AGENCY INVESTMENTS
(8) BERKS VISITING NURSE ASSOCIATION
1170 BERKSHIRE BOULEVARD
WYOMISSING,PA19610 		501(C)(3) 309,433       PARTNER AGENCY INVESTMENTS
(9) BERKS WOMEN IN CRISIS
50 N 4TH STREET
READING,PA19601 		501(C)(3) 176,975       PARTNER AGENCY INVESTMENTS
(10) BIG BROTHERSBIG SISTERS OF BERKS COUNTY
303 WINDSOR STREET
READING,PA19601 		501(C)(3) 201,206       PARTNER AGENCY INVESTMENTS
(11) BIRDSBORO COMMUNITY MEMORIAL CENTER
201 EAST MAIN STREET
BIRDSBORO,PA19508 		501(C)(3) 58,429       PARTNER AGENCY INVESTMENTS
(12) BOY SCOUTS OF AMERICA - HAWK MOUNTAIN COUNCIL
5027 POTTSVILLE PIKE
READING,PA19605 		501(C)(3) 267,496       PARTNER AGENCY INVESTMENTS
(13) CAMP FIRE USA ADAHI COUNCIL
172 HARTZ STORE ROAD
MOHNTON,PA19540 		501(C)(3) 30,000       PARTNER AGENCY INVESTMENTS
(14) CENTER FOR MENTAL HEALTH - THE READING HOSPITAL & MEDICAL CENTER
PO BOX 16052
READING,PA19612 		501(C)(3) 110,260       PARTNER AGENCY INVESTMENTS
(15) THE CHILDREN'S HOME OF READING
1010 CENTRE AVENUE
READING,PA19601 		501(C)(3) 69,643       PARTNER AGENCY INVESTMENTS
(16) CENTRO HISPANO DANIEL TORRES INC
501 WASHINGTON STREET
READING,PA19601 		501(C)(3) 233,274       PARTNER AGENCY INVESTMENTS
(17) COMMUNITY CHILD CARE - BERKS COUNTY INTERMEDIATE UNIT
1111 COMMONS BLVD PO BOX 16050
READING,PA19612 		501(C)(3) 253,644       PARTNER AGENCY INVESTMENTS
(18) EASTER SEALS EASTERN PENNSYLVANIA
1040 LIGGETT AVENUE
READING,PA19611 		501(C)(3) 350,203       PARTNER AGENCY INVESTMENTS & VENTURE GRANTS
(19) FAMILY GUIDANCE CENTER
1235 PENN AVENUE SUITE 205-206
READING,PA19610 		501(C)(3) 421,162       PARTNER AGENCY INVESTMENTS
(20) FRIEND INC COMMUNITY SERVICES
658D NOBLE STREET
KUTZTOWN,PA19530 		501(C)(3) 132,227       PARTNER AGENCY INVESTMENTS
(21) GIRL SCOUTS OF EASTERN PENNSYLVANIA
330 MANOR ROAD
MIQUON,PA19444 		501(C)(3) 121,315       PARTNER AGENCY INVESTMENTS
(22) GREATER BERKS FOOD BANK
1011 TUCKERTON COURT
READING,PA19605 		501(C)(3) 82,333       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS & SUBCONTRACTED GRANTS
(23) GREATER READING MENTAL HEALTH ALLIANCE
1234 PENN AVENUE
WYOMISSING,PA19610 		501(C)(3) 120,559       PARTNER AGENCY INVESTMENTS
(24) HABITAT FOR HUMANITY OF BERKS COUNTY
336 SOUTH 18TH STREET
READING,PA19602 		501(C)(3) 32,501       PARTNER AGENCY INVESTMENTS
(25) JEWISH FEDERATION OF READING PA
1100 BERKSHIRE BOULEVARD
WYOMISSING,PA19610 		501(C)(3) 71,804       PARTNER AGENCY INVESTMENTS
(26) LITERACY COUNCIL OF READING-BERKS
35 SOUTH DWIGHT STREET
WEST LAWN,PA19609 		501(C)(3) 78,711       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(27) OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY
1161 PERSHING BOULEVARD
READING,PA19611 		501(C)(3) 934,443       PARTNER AGENCY INVESTMENTS
(28) OPPORTUNITY HOUSE
430 NORTH SECOND STREET
READING,PA19601 		501(C)(3) 208,276       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(29) READING AREA COMMUNITY COLLEGE
10 SOUTH SECOND STREET PO BOX 1706
READING,PA19603 		  72,179       PROGRAM FUNDING INVESTMENTS - ESL LANGUAGE CLASSES
(30) THE SALVATION ARMY OF READING
PO BOX 1099
READING,PA19602 		501(C)(3) 312,006       PARTNER AGENCY INVESTMENTS
(31) THRESHOLD REHABILITATION SERVICES INC
1000 LANCASTER AVENUE
READING,PA19607 		501(C)(3) 140,195       PARTNER AGENCY INVESTMENTS & VENTURE GRANTS
(32) UNITED SERVICE ORGANIZATION
2111 WILSON BLVD
ARLINGTON,VA22201 		501(C)(3) 33,610       PARTNER AGENCY INVESTMENTS
(33) YMCA OF READING & BERKS COUNTY
631 WASHINGTON STREET
READING,PA19603 		501(C)(3) 446,468       PARTNER AGENCY INVESTMENTS & RAPID RESPONSE GRANTS
(34) UNITED COMMUNITY SERVICES FOR WORKING FAMILIES
116 NORTH FIFTH STREET
READING,PA19601 		501(C)(3) 88,559       PROGRAM FUNDING INVESTMENTS
(35) BERKS AIDS NETWORKCO-COUNTY WELLNESS
429 WALNUT STREET PO BOX 8626
READING,PA19603 		501(C)(3) 116,664       PARTNER AGENCY INVESTMENTS & SUBCONTRACTED GRANTS
(36) COMMUNITY PREVENTION PARTNERSHIP
227 NORTH 5TH STREET
READING,PA19604 		501(C)(3) 10,147       PARTNER ANGENCY INVESTMENTS & SUBCONTRACTED GRANTS
(37) CATHOLIC CHARITIES DIOCESE OF ALLENTOWN
400 WASHINGTON STREET SUITE 100
READING,PA19601 		501(C)(3) 25,006       PARTNER AGENCY INVESTMENTS
(38) FAMILY PROMISE OF BERKS COUNTY
325 N 5TH STREET
READING,PA19601 		501(C)(3) 15,000       RAPID RESPONSE GRANT
(39) BOYERTOWN AREA MULTI-SERVICE
200 WEST SPRING STREET
BOYERTOWN,PA19512 		501(C)(3) 25,006       PARTNER AGENCY INVESTMENTS
(40) MIDPENN LEGAL SERVICES
501 WASHINGTON STREET SUITE 401
READING,PA19601 		501(C)(3) 37,509       PARTNER AGENCY INVESTMENTS
(41) BRIDGE OF HOPE BERKS COUNTY
300 CHURCH STREET
READING,PA19601 		501(C)(3) 13,500       RAPID RESPONSE GRANTS
(42) OUTREACH INC
301 CENTER STREET PO BOX 361
UNION,IA50258 		501(C)(3) 32,500       SUBCONTRACTED GRANTS
(43) PA 2-1-1
630 JANET AVENUE
LANCASTER,PA17601 		501(C)(3) 10,000       SUBCONTRACTED GRANTS
(44) READING SCHOOL DISTRICT
800 WASHINGTON STREET
READING,PA19601 		  8,704       SUBCONTRACTED GRANTS
(45) YOCOM INSTITUTE FOR ARTS EDUCATION
1100 BELMONT AVENUE
WYOMISSING,PA19610 		501(C)(3) 25,000       SUBCONTRACTED GRANTS
(46) ABILITIES IN MOTION
210 NORTH 5TH STREET HIGHWAY
READING,PA19601 		501(C)(3) 20,000       VENTURE GRANTS
(47) GOODWILL INDUSTRIES KEYSTONE AREA
3001 ST LAWRENCE AVE
READING,PA19606 		501(C)(3) 12,500       VENTURE GRANTS
(48) BERKS T1D CONNECTION
330 N WYOMISSING AVE
SHILLINGTON,PA19607 		501(C)(3) 5,000       LIVE UNITED GRANTS
(49) MANY RIVERS LEARNING CENTER
950 WEISER STREET
READING,PA19601 		501(C)(3) 5,000       LIVE UNITED GRANTS
(50) WOOD TO WONDERFUL
1044 N 8TH ST
READING,PA19604 		501(C)(3) 5,000       LIVE UNITED GRANTS
(51) COMMUNITIES IN SCHOOLS OF THE LEHIGH VALLEY
1501 LEHIGH ST 206
ALLENTOWN,PA18103 		501(C)(3) 100,000       STRATEGIC ISSUES GRANTS
(52) READING PUBLIC LIBRARY FOUNDATION
100 SOUTH FIFTH STREET
READING,PA19602 		501(C)(3) 10,000       STRATEGIC ISSUES GRANTS
(53) PENNSYLVANIA CASA
PO BOX 681
CARLISLE,PA17013 		501(C)(3) 25,000       OTHER GRANTS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
51
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 2015, WE ALLOCATED FUNDS TO 34 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) 2015



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" on 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
2015
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 on 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 on 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 on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1TAMMY L WHITEPRESIDENT (i)

(ii)		 144,358
-------------
0 		0
-------------
0 		8,500
-------------
0 		0
-------------
0 		20,457
-------------
0 		173,315
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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) 2015
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
2015
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 31 331,396 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) (2015)
Schedule M (Form 990) (2015)
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) (2015)

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
2015
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 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. BY 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 TO 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, ALMOST 700 HOMEBOUND SENIORS RECEIVED A NUTRITIONALLY BALANCED MEAL 5 DAYS A WEEK, ALONG WITH RECEIVING CASE MANAGEMENT SERVICES TO HELP WITH OTHER NEEDS THAT MAY ARISE. 90% OF SENIORS INVOLVED IN THE PROGRAM REPORT THAT MEALS ON WHEELS HAS HELPED THEM BE LESS HUNGRY DURING THE DAY AND 98% REPORT THAT THEY ALSO FEEL MORE SECURE DUE TO THE DAILY VISITOR WHO BRINGS THEIR MEALS EACH DAY. AN ADDITIONAL 470 SENIORS WERE HELPED THROUGH SUPPORTIVE SERVICE PROGRAMS AT BOYERTOWN AREA MULTI-SERVICE, WHERE CLIENTS RECEIVED ASSISTANCE IN COMPLETING APPLICATIONS FOR BENEFITS FOR WHICH THEY ARE ELIGIBLE, ALONG WITH RECEIVING A DAILY LUNCH THROUGH THE CONGREGATE MEAL PROGRAM, AND LEARNING OF OTHER PROGRAMS/SERVICES THAT COULD HELP THEM REMAIN INDEPENDENT AT HOME WHILE ENGAGED IN THEIR COMMUNITY. SUPPORTED PROGRAMS THROUGH BERKS VISITING NURSE ASSOCIATION PROVIDED SKILLED HOME NURSING SERVICES FOR 4,960 (UP FROM 3,830 IN 2014) OLDER ADULTS AND PEOPLE WITH DISABILITIES AND CHRONIC HEALTH PROBLEMS IN 2015. 58% OF THE PATIENTS WHO RECEIVED BVNA'S HOME HEALTH CARE SERVICES WERE ABLE TO REMAIN INDEPENDENT IN THEIR HOMES DUE TO THESE SERVICES, AND AVOID NEEDING NURSING HOME SERVICES. MENTAL HEALTH SERVICES REMAIN A CRITICAL NEED IN BERKS COUNTY. UNITED WAY FUNDED COUNSELING SERVICES HELPED 1,334 CLIENTS REACH BETTER MENTAL HEALTH OUTCOMES, THROUGH PARTNER AGENCY, FAMILY GUIDANCE CENTER, WHERE 73% OF SURVEYED CLIENTS REPORTED SIGNIFICANTLY BETTER LIFE FUNCTIONING SKILLS DUE TO SERVICES THEY RECEIVED. THE UNITED WAY FUNDED COUNSELING PROGRAM AT THE READING HOSPITAL CENTER FOR MENTAL HEALTH ASSISTED 459 CHILDREN AND THEIR FAMILIES IN RECEIVING SUPPORT TO FUNCTION BETTER IN THEIR RELATIONSHIPS AT SCHOOL AND HOME. 73% OF YOUTH SURVEYED NOTED IMPROVEMENT IN THEIR SYMPTOMS OF DEPRESSION THROUGH THE HELP RECEIVED IN THE PROGRAM. ALMOST 400 CHILDREN WITH DISABILITIES AND THEIR FAMILIES RECEIVED MEDICAL EVALUATIONS, THERAPY SERVICES, AND THERAPEUTIC RECREATION THROUGH EASTER SEALS, ANOTHER UNITED WAY PARTNER AGENCY. 100% OF FAMILIES REPORT THE FOLLOWING OUTCOMES: THEY RECEIVED THE NECESSARY SUPPORT TO BE ABLE TO FOLLOW THEIR CHILD'S HOME THERAPY PLAN, THEIR CHILD'S DEVELOPMENTAL AND MEDICAL CARE WERE POSITIVELY IMPACTED THROUGH ATTENDANCE AT THE PEDIATRIC CLINICS, AND THEIR CHILD'S SOCIALIZATION HAS BEEN POSITIVELY IMPACTED THROUGH ATTENDING THE THERAPEUTIC RECREATION PROGRAMS. UNITED WAY'S DIRECT ADMINISTRATION OF THE FAMILYWIZE 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 WAYS ACROSS THE COUNTRY PARTNERING WITH FAMILYWIZE 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 2015, OVER 8,800 CLAIMS WERE MADE USING THIS CARD, REPRESENTING $230,502 IN SAVINGS FOR PEOPLE ACROSS THE COUNTY, AN AVERAGE OF $26.15 PER PRESCRIPTION. SAFETY NET SERVICES PART OF 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 2015, 15,277 NIGHTS OF SHELTER WERE PROVIDED TO 333 ADULTS AND 317 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 379 ADULTS AND 78 CHILDREN. AN ADDITIONAL 33 PEOPLE WERE PREVENTED FROM BECOMING HOMELESS THROUGH UNITED WAY DOLLARS PROVIDED TO BERKS COALITION TO END HOMELESSNESS; THESE DOLLARS WERE USED FOR RENT AND/OR UTILITY ASSISTANCE FOR THOSE HOUSEHOLDS FINDING THEMSELVES IN NEED FOR THE FIRST TIME. OTHER PARTNER AGENCY PROGRAMS THAT ASSISTED WITH BASIC NEEDS IN 2015 INCLUDE THE READING CORPS OF SALVATION ARMY, WHO HELPED MORE THAN 22,000 PEOPLE WITH FOOD ASSISTANCE, UTILITY BILLS OR MEDICAL PRESCRIPTIONS IN THE CITY OF READING. AN ADDITIONAL 1,352 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 2,800 PEOPLE, MANY OF WHOM REQUIRE BILINGUAL ASSISTANCE THAT THE AGENCY CAN PROVIDE. 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. 57 FAMILIES CONSISTING OF 243 INDIVIDUALS WERE ASSISTED WITH FOOD, CLOTHING, SHELTER, REPLACEMENT FURNITURE AND OTHER CRITICAL NEEDS AFTER LOSING THEIR HOMES TO FIRES, FLOODS OR OTHER DISASTERS. SPECIAL GRANT AND OTHER FUNDING OPPORTUNITIES IN ADDITION TO PROVIDING ANNUAL FUNDING, UNITED WAY OF BERKS COUNTY OFFERS OTHER GRANT OPPORTUNITIES THAT ARE AVAILABLE TO ORGANIZATIONS BOTH WITHIN AND OUTSIDE OUR PARTNER AGENCY NETWORK. VENTURE GRANTS PROVIDE ONE-TIME FUNDING OPPORTUNITIES THAT SUPPORT NEW OR EXPANDED PROGRAMS WHICH RESPOND TO SPECIFICALLY IDENTIFIED NEEDS OF UNDERSERVED POPULATIONS AND/OR GEOGRAPHIC AREAS. THIS GRANT OPPORTUNITY WAS MADE AVAILABLE FOR A SECOND YEAR IN 2015, WITH THE FOCUS ON PROGRAMS DESIGNED TO HELP SPECIAL NEEDS YOUTH AND THEIR FAMILIES RECEIVE SUPPORT AS YOUTH TRANSITION FROM HIGH SCHOOL INTO HIGHER EDUCATION OR THE WORKPLACE. FOUR ORGANIZATIONS WERE APPROVED FOR VENTURE GRANT FUNDING IN 2015, FOR A TOTAL AMOUNT OF $70,000. LIVE UNITED GRANTS ARE DESIGNED FOR GRASS-ROOTS OR SMALLER COMMUNITY ORGANIZATIONS WORKING ON PROJECTS THAT BRING PEOPLE TOGETHER IN A VARIETY OF WAYS TO IMPROVE THE QUALITY OF LIFE FOR BERKS COUNTY RESIDENTS. THIS IS THE SECOND CONSECUTIVE YEAR THAT THIS OPPORTUNITY WAS MADE AVAILABLE, WITH A MAXIMUM GRANT AWARD OF $5,000. SIX ORGANIZATIONS RECEIVED LIVE UNITED GRANTS IN 2015, FOR A TOTAL OF $26,326. RAPID RESPONSE GRANTS PROVIDE FUNDING FOR LOCAL NONPROFIT ORGANIZATIONS THAT HAVE EXPERIENCED AN UNANTICIPATED CHANGE IN FINANCIAL CIRCUMSTANCES THAT JEOPARDIZES A PROGRAM'S ABILITY TO BE EFFECTIVE, THEREBY CAUSING SERIOUS CONSEQUENCES TO CLIENTS AND POTENTIALLY THE COMMUNITY AS A WHOLE. IN 2015, 7 ORGANIZATIONS WERE PROVIDED WITH RAPID RESPONSE FUNDING THROUGH UNITED WAY, REPRESENTING A TOTAL OF $96,000. MAXIMUM GRANT AMOUNTS WERE $15,000.
FORM 990, PART III, LINE 4A COMMUNITY INITIATIVES READY. SET. READ! THIRD GRADE READING PROFICIENCY IS A KEY INDICATOR OF FUTURE SUCCESS, YET RECENT PSSA SCORES SHOW THAT NEARLY 40% OF THIRD GRADERS IN BERKS COUNTY FALL SHORT OF BEING PROFICIENT. READY. SET. READ! IS A COLLABORATION AMONG UNITED WAY OF BERKS COUNTY, THE EDUCATIONAL AND BUSINESS COMMUNITIES AND COMMUNITY ORGANIZATIONS THAT WILL ENSURE READING PROFICIENCY FOR STUDENTS BY THE END OF THIRD GRADE. IN 2012, READY. SET. READ! ANNOUNCED ITS BOLD GOAL - - 90% OF BERKS COUNTY 3RD GRADERS WILL BE PROFICIENT READERS BY 2023, AS MEASURED BY 3RD GRADE PSSA TEST SCORES. THE COLLECTIVE WORK FOCUSES ON FOUR KEY STRATEGIES: IMPLEMENT SCHOOL-READINESS ACTIVITIES FOR PRE-SCHOOL CHILDREN TO SUPPORT LANGUAGE AND PRE-LITERACY DEVELOPMENT IN YOUNG CHILDREN, CONNECT TUTORS WITH EARLY GRADE STUDENTS NEEDING SUPPLEMENTAL INSTRUCTION, ENGAGE PARENTS TO PROMOTE LITERACY AND MOBILIZE THE COMMUNITY AROUND THIS WORK. IN 2013 AND 2014, RSR STARTED TO SEE PROGRESS IN ENGAGING THE COMMUNITY, BUILDING PARTNERSHIPS AND DEVELOPING PROGRAMS TO WORK TOWARDS THIS BOLD GOAL. IN 2015, READY. SET. READ! BUILT MOMENTUM IN PROGRAMS IN EACH STRATEGY AREA INCLUDING THE FOLLOWING: - 10,609 VOLUNTEER HOURS WERE SPENT IN SUPPORT OF READY.SET.READ! ACTIVITIES EQUATING TO THE TOTAL VALUE OF VOLUNTEER TIME OF $244,750 (BASED ON THE INDEPENDENT SECTOR VOLUNTEER VALUES FOR 2015.) - STAR READERS: VOLUNTEERS ARE CURRENTLY TUTORING IN 12 SCHOOL DISTRICTS AND 29 ELEMENTARY SCHOOLS PROVIDING ONE ON ONE TUTORING SUPPORT TO STUDENTS EACH WEEK. THERE ARE NEARLY 400 ACTIVE TUTORS WHO MAKE THIS POSSIBLE. - RAISING A READER: AFTER PILOTING THIS PROGRAM IN PRE-K AND KINDERGARTEN CLASSROOMS IN TWO READING SCHOOLS LAST YEAR, IT'S BEEN EXPANDED TO TWO MORE ELEMENTARY SCHOOLS AND A HEAD START SITE IN READING. - READY ROSIE: AS A PARENT ENGAGEMENT RESOURCE, READY ROSIE IS CURRENTLY ENGAGING PARENTS IN NINE SCHOOL DISTRICTS. - GROWING READERS: GROWING READERS HELPED SEVEN CHILDCARE TEACHERS INCREASE THE QUALITY OF THEIR PROGRAM FOR THE 62 CHILDREN IN THEIR CARE. - STORY FRIENDS: STORY FRIENDS GREW FROM 14 VOLUNTEERS TO 85 VOLUNTEERS. - NEIGHBORHOOD BRIDGES: RSR BEGAN A PARTNERSHIP WITH YOCUM INSTITUTE TO PILOT THIS PROGRAM IN FOUR THIRD GRADE CLASSROOMS IN TWO ELEMENTARY SCHOOLS IN THE READING SCHOOL DISTRICT. 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 2015, 2,809 CALLS WERE RECEIVED (AN 11% INCREASE OVER 2014), WITH THE MAJORITY FOCUSED ON INQUIRES 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. 2-1-1 PHONE SERVICE IS AVAILABLE 24/7. ONLINE SEARCH CAPABILITY OF THE PA 2-1-1 DATABASE IS ALSO AVAILABLE AT WWW.PA211EAST.ORG
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS ARE RELATED: DIANE AND MICHAEL DUFF - SPOUSES BARBARA AND BRADLEY HALL - SPOUSES ELLEN AND DANIEL HUYETT - SPOUSES THREE 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 AND/OR CURRENT CAMPAIGN CO-CHAIRS. THE FOLLOWING BOARD MEMBERS ARE ALSO RELATED: SCOTT HUNSICKER AND CHRIS KRARAS - IN-LAW RELATIONSHIP
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 PRESIDENT'S PERFORMANCE 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. IN ADDITION TO THE ANNUAL REVIEW, A PRESIDENT'S EVALUATION SURVEY IS CONDUCTED SEMI-ANNUALLY WITH FULL BOARD PARTICIPATION, 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 GROUP 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 TO THE PRESIDENT AND THE INFORMATION IS CAPTURED THROUGH THE MINUTES OF THE EXECUTIVE SESSIONS FOR EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. 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 PRESIDENT'S ANNUAL COMPENSATION 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 -479,485. UNREALIZED GAIN/LOSS ON BENEFICIAL INTEREST -46,919. ADJUSTMENT TO REFLECT UNFUNDED PENSION LIABILITY 58,487.
FORM 990, PART IX, LINE 24(A): DURING 2015 A SETTLEMENT OF THE PENSION OBLIGATION TOOK PLACE WHEN THE SUM OF THE ANNUITY PURCHASE FOR THE YEAR EXCEEDED THE SUM OF SERVICE COST AND INTEREST COST. WHEN A SETTLEMENT TAKES PLACE THE EMPLOYER RECOGNIZES A PORTION OF THE REMAINING UNRECOGNIZED NET ASSET AND NET ACTUARIAL GAIN/(LOSS) EXISTING AT THE DATE OF SETTLEMENT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version: