2024-03-22T12:21:29-05:00 2023-06-30 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2022-07-01 232023612 PROSPECTUS ASSOCIATES INC PROS 6103724637 840 WILLIAM LANE READING PA 196041551 NIKKI ROMAN-CRUZ CFO 6103724637 2024-03-22 1 NIKKI ROMAN-CRUZ 999009999 1 MARYBETH C OLREE CPA P01649853 6103781175 2024-03-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NIKKI ROMAN-CRUZ 840 WILLIAM LANE READING PA 196041551 18925374 0 X WWW.PROSPECTUSBERCO.ORG X 1977 PA TO PROVIDE INNOVATIVE COMMUNITY PARTICIPATION, COMMUNITY LIVING, EMPLOYMENT OPPORTUNITIES, AND FAMILY SUPPORT SERVICES THAT ENRICH THE LIVES OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES. WE WILL FULFILL OUR MISSION BY ENGAGING AND SUPPORTING A TALENTED AND COMPASSIONATE WORKFORCE; BEING INCLUSIVE; AND LIVING THE GUIDING PRINCIPLES OF ACCOUNTABILITY, COMMUNICATION, AND TRUST EVERY DAY. 18 18 329 30 0 0 5026318 1347399 17464544 17437209 77744 108865 14647 9185 22583253 18902658 0 0 0 0 13875423 14352800 0 0 127137 3775011 3887657 17650434 18240457 4932819 662201 18973994 19624227 4108178 4042343 14865816 15581884 X PROSPECTUS BERCO ENRICHES THE LIVES OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES BY PROVIDING INNOVATIVE COMMUNITY PARTICIPATION, COMMUNITY LIVING, EMPLOYMENT OPPORTUNITIES, AND FAMILY SUPPORT SERVICES. 0 1 12027801 14227180 COMMUNITY LIVING SERVICES PROVIDE AN ARRAY OF SERVICES FOR ADULTS WITH DISABILITIES THAT PROMOTE INDIVIDUAL CHOICE AND OPPORTUNITIES TO LIVE IN RESIDENTIAL SETTINGS THROUGHOUT BERKS COUNTY. THERE ARE 61 PROGRAM PARTICIPANTS RESIDING IN OUR COMMUNITY HOMES AND 12 PARTICIPANTS IN LIFE SHARING. 3029698 2946928 PROSPECTUS BERCO DAY SERVICES PROVIDES A RANGE OF EMPLOYMENT, VOCATIONAL, AND TRAINING SERVICES FOR ADULTS WITH DISABILITIES. EMPLOYMENT SERVICES INCLUDE COMMUNITY-INTEGRATED EMPLOYMENT, JOB COACHING, AND VOCATIONAL TRAINING. ADDITIONALLY, THEY COLLABORATE WITH THE OFFICE OF VOCATIONAL REHABILITATION (OVR) TO EXPAND THEIR OFFERINGS, INCLUDING INITIATIVES LIKE WORK EXPERIENCE FOR ADULTS (WEXA) AND TICKET TO WORK. THEIR VOCATIONAL SERVICES FACILITY CONTINUES TO PROVIDE TRAINING TO HELP INDIVIDUALS ACHIEVE THEIR EMPLOYMENT GOALS, WHILE ADULT TRAINING SERVICES FOCUS ON ENRICHMENT THROUGH MEANINGFUL ACTIVITIES AND COMMUNITY PARTICIPATION. VOCATIONAL SERVICES OFFER A VARIETY OF TRAINING AND EMPLOYMENT OPTIONS AND EMPLOYS APPROXIMATELY 51 WORKERS WITH DISABILITIES AND PROVIDES BUSINESSES THROUGHOUT THE COUNTRY WITH PACKAGING AND SUBASSEMBLY SERVICES. PRODUCTION WORKERS ALSO GO OUT IN WORK TEAMS TO PROVIDE SERVICES AT VARIOUS BUSINESSES. ADULT TRAINING SERVICES PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES FOR ADULTS WITH DISABILITIES FROM 9 A.M. TO 3:30 P.M. MONDAY THROUGH FRIDAY. ACTIVITIES INCLUDE COMMUNITY PARTICIPATION AND SUPPORT, VOLUNTEER EXPERIENCES, COMMUNICATION, AND MOBILITY TRAINING, ALONG WITH OCCUPATIONAL THERAPIES. ONE OF OUR COMPONENTS IS DESIGNED FOR INDIVIDUALS WHO ARE DEAF AND HARD OF HEARING; WE CONTRACT WITH AN AMERICAN SIGN LANGUAGE INSTRUCTOR WHO COMES IN TWICE A WEEK TO TEACH ASL TO PARTICIPANTS AND EMPLOYEES. THERE ARE 86 INDIVIDUALS IN ADULT TRAINING SERVICES. 169373 263101 FAMILY SUPPORT SERVICES PROVIDES INDIVIDUALIZED SERVICES TO PEOPLE WITH DISABILITIES AND THEIR FAMILIES. CURRENTLY AUTHORIZED TO PROVIDE HABILITATION SUPPORTS, COMPANIONSHIP SERVICES AND HOST RESPITE TO OVER 22 INDIVIDUALS. 15226872 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 329 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X X THE ORGANIZATION 6103724637 840 WILLIAM LANE READING PA 196041551 DANIEL E WIEKRYKAS PRESIDENT 1.00 X X 0 0 0 JONATHAN C BECKER VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL BILLERA-SMITH TREASURER 1.00 X X 0 0 0 SUSAN KOLB SECRETARY THRU DEC 2022 1.00 X X 0 0 0 NICHOLAS THOMAS SECRETARY AS OF JAN 2023 1.00 X X 0 0 0 MARK CHAKNOS BOARD MEMBER 1.00 X 0 0 0 DR AMANDA CIPOLLA BOARD MEMBER 1.00 X 0 0 0 MICHEL DETURK BOARD MEMBER 1.00 X 0 0 0 DALE G DERR BOARD MEMBER 1.00 X 0 0 0 ERIC J FABRIZIO ESQ BOARD MEMBER 1.00 X 0 0 0 JOHN HUNTER BOARD MEMBER 1.00 X 0 0 0 JOELLE R LAUCHNER DO BOARD MEMBER 1.00 X 0 0 0 JENNIFER MATTEN BOARD MEMBER 1.00 X 0 0 0 C ROBERT RICE JR ESQ CPA BOARD MEMBER 1.00 X 0 0 0 COURTNEY L TULL MHS BOARD MEMBER 1.00 X 0 0 0 THOMAS J WENTZEL BOARD MEMBER 1.00 X 0 0 0 JODY WAGNER CEO 50.00 X 147969 0 26102 JONATHAN COLON-COLON COO 40.00 X 129025 0 36866 NIKKI ROMAN-CRUZ CFO 40.00 X 123034 0 37207 KRISTY VIGO COMMUNITY SERVICES ADMINISTRATOR 40.00 X 104199 0 20900 MARIE REMY RESIDENTIAL DIRECT SUPPORT PROF. 48.00 X 114220 0 19279 618447 0 140354 5 0 1 0 0 40985 466122 840292 4727 1347399 PA DEPARTMENT OF HUMAN SERVICES 624100 16245565 16245565 ROOM AND BOARD 624100 656355 656355 SERVICE ACCESS & MANAGE 624100 390416 390416 WORKSHOP CONTRACTS 624100 100733 100733 VOCATIONAL REHAB 624100 22244 22244 21896 21896 17437209 84538 84538 19787 4540 0 0 19787 4540 24327 24327 30656 40985 22716 7940 7940 OTHER INCOME 900099 1245 1245 1245 18902658 17437209 0 118050 500203 500203 10422094 9231064 1143965 47065 271367 237491 33157 719 2358024 2051745 300066 6213 801112 683600 113742 3770 10261 10261 128810 128810 6206 6206 83333 83333 127127 64650 54806 7671 229640 53502 166222 9916 547618 503095 44523 11487 10960 363 164 80718 36277 44441 527400 501237 26163 155916 61760 94156 CONTRACTED PERSONNEL AN 821716 821641 75 REPAIRS & MAINTENANCE 820691 764442 56243 6 OTHER OPERATING EXPENSE 133606 19226 65472 48908 FOOD & CLOTHING 88994 85613 1310 2071 114134 100569 13006 559 18240457 15226872 2886448 127137 4031569 2798103 508362 3322688 5977253 4638549 98322 59124 13689528 6663943 7437863 7025585 652373 1289046 268252 491132 18973994 19624227 1515732 1625426 34100 40090 2358669 1955100 199677 421727 4108178 4042343 X 14781010 15563875 84806 18009 14865816 15581884 18973994 19624227 662201 53867 0 X X 0 1 X 1 0 X 112521 159540 4461876 5026318 1347399 11107654 19859475 20229897 14587312 17464544 17445149 89586377 19971996 20389437 19049188 22490862 18792548 100694031 0 0 0 100694031 27033 22246 11528 15766 104325 180898 27033 22246 11528 15766 104325 180898 3287 526 1245 5058 19999029 20411683 19064003 22507154 18898118 100879987 0.99820 0.99900 0.00180 0.00100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 652373 548714 94165 6206 1289046 737916 40642 -119479 6706 652373 541308 3250 198945 5587 737916 527075 3620 19057 4824 541308 256122 252500 21657 3204 527075 1.00000 0 0 640453 640453 10351158 4214858 6136300 1322733 1236836 85897 1375184 1212249 162935 7025585 PROGRAM PARTICIPANT FUNDS 237161 OPERATING LEASE LIABILITIES 94573 FINANCE LEASE LIABILITIES 89993 421727 X 18984857 53867 11822 22716 88405 18896452 6206 6206 18902658 18268789 11822 22716 34538 18234251 6206 6206 18240457 PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF A BOARD RESTRICTED ENDOWMENT FUND WITH THE INCOME EXPENDABLE FOR THE PROGRAMS OF THE AGENCY IN ACCORDANCE WITH THE AGENCY'S POLICY. PART X, LINE 2: IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE AGENCY ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, AS REQUIRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,716. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,716. GOLF TOURNAMENT 71641 40985 30656 2870 10870 8976 71641 40985 30656 2870 10870 8976 22716 7940 X X 0 0 0 0 0 0 0 0 0 JODY WAGNER CEO 147969 0 0 0 0 0 6628 0 19474 0 174071 0 0 0 JONATHAN COLON-COLON COO 129025 0 0 0 0 0 2418 0 34448 0 165891 0 0 0 NIKKI ROMAN-CRUZ CFO 123034 0 0 0 0 0 2759 0 34448 0 160241 0 0 0 FORM 990, PART III, LINE 3 PROSPECTUS BERCO EXPANDED THE EMPLOYMENT SERVICES TO INCLUDE WEXA, WORK EXPERIENCE FOR ADULTS, AND TICKET TO WORK. BOTH SERVICES OFFER MORE OPPORTUNITIES FOR ADULTS TO GAIN REAL ON-THE-JOB-TRAINING AT LOCAL BUSINESSES TO ENHANCE THEIR EMPLOYABILITY FOR GAINFUL EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL VOLUNTEERS AND KEY EMPLOYEES SHALL DISCLOSE ALL FACTS MATERIAL TO A POSSIBLE CONFLICT OF INTEREST. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. THE PERSON HAVING THE CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. THE CONFLICT-OF-INTEREST POLICY AND DEFINITIONS ARE REVIEWED ANNUALLY WITH ALL VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MEETS WITH THE EXECUTIVE DIRECTOR ANNUALLY TO REVIEW JOB PERFORMANCE AND RECOMMEND ANY COMPENSATION CHANGE. OTHER EMPLOYEE COMPENSATION CHANGES OCCUR WHEN APPROPRIATE BASED ON FUNDING AND IS REVIEWED BY THE FINANCE AND PERSONNEL COMMITTEES. RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 FILINGS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.