2024-09-23T12:02:14-05:00 2023-12-31 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2023-01-01 231656050 BERKS ENCORE INC BERK 6103743195 40 NORTH 9TH STREET READING PA 19601 LUANN OATMAN PRESIDENT AND CEO 6103743195 2024-09-23 1 1 MARYBETH C OLREE CPA P01649863 6103781175 2024-09-23 2023 2024-08-08 14:25:15Z LUANN OATMAN 40 NORTH 9TH STREET READING PA 19601 2125270 0 X WWW.BERKSENCORE.ORG X 1965 PA TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE 21 21 47 688 96880 0 2296282 1842523 188777 165583 -39650 112795 -578 1775 2444831 2122676 0 0 0 0 1587592 1534681 0 0 180525 991270 995542 2578862 2530223 -134031 -407547 5074605 4908227 402155 377314 4672450 4530913 X THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE. 0 0 1085264 65121 SENIOR COMMUNITY CENTER SERVICES:PROVIDES OLDER ADULTS, 60 YEARS AND OVER (AND SPOUSES) WITH A NUTRITIONALLY BALANCED NOON MEAL IN A CONGREGATE SETTING WITH SUPPORTIVE SERVICES CONSISTING OF OUTREACH ACTIVITIES, COMPANIONSHIP, HEALTH AND WELLNESS, NUTRITION EDUCATION, RECREATIONAL ACTIVITIES, INFORMATION AND REFERRAL, HEALTH SCREENINGS, EXERCISE CLASSES, ARTS/CRAFTS, GAMES, EDUCATION, COMPUTER INSTRUCTION, CASE MANAGEMENT, AND SOCIAL AND CULTURAL ACTIVITIES. IN 2023, THERE WERE 79,000 CENTER VISITS BY 2,235 UNIQUE PARTICIPANTS VISITED OUR 6 SENIOR CENTERS AND PARTICIPATED IN OUR VIRTUAL CLASSES AND PROGRAMS AND OVER 33,000 CONGREGATE MEALS SERVED AT OUR 6 SENIOR CENTER SITES. CERTIFIED AND MASTER TRAINERS PROVIDE EDUCATION IN THE EVIDENCED-BASED PROGRAMS: CHRONIC DISEASE SELF-MANAGEMENT, A MATTER OF BALANCE FALL PREVENTION PROGRAM, HEALTHY STEPS IN MOTION, DIABETES SELF-MANAGEMENT, AND CHRONIC PAIN SELF-MANAGEMENT. DURING 2023, 159 DIFFERENT HEALTH AND WELLNESS CLASSES, BOTH IN PERSON AND VIRTUAL WERE PROVIDED TO OVER 2,600 PARTICIPANTS. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2023, 75 INDIVIDUALS SHOPPED FOR AND DELIVERED MORE THAN 2,400 GROCERIES ORDERS FOR OVER 95 CLIENTS, VOLUNTEERING 2,733 HOURS OF SERVICE SENIOR CITIZENS CLUBS AND RETIREE ORGANIZATIONS THROUGHOUT BERKS COUNTY ARE AFFILIATED WITH THE ORGANIZATION. THE CLUBS AND ORGANIZATIONS EACH RECEIVE A PROGRAM RESOURCE BOOK, INFORMATION ABOUT SPEAKERS, NEWSLETTERS, AND INCLUSION OF CLUB NEWS IN THE ORGANIZATON'S NEWSPAPER, BERKS ENCORE NEWS. 32,000 INDIVIDUALS RECEIVED OUR NEWSPAPER FILLED WITH CONSUMER INFORMATION RELEVANT TO THE BERKS COUNTY SENIOR POPULATION. 727512 HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.OVER 136,000 MEALS WERE DELIVERED TO MORE THAN 1,000 UNIQUE HOME-BOUND SENIORS BY OVER 680 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 53,000 TOTAL HOURS OF SERVICE AND OVER $14,000 BAGS OF FRESH & VEGETABLE WERE PROVIDED IN PARTNERSHIP WITH HELPING HARVEST FOOD BANK IN 2023. 154914 PA MEDI / ADVOCACY SERVICESPA MEDI IS THE STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) FOR PENNSYLVANIANS AGE 60 AND OVER. THE PENNSYLVANIA DEPARTMENT OF AGING CREATED PA MEDI TO HELP OLDER PENNSYLVANIANS UNDERSTAND THEIR HEALTH INSURANCE OPTIONS UNDER MEDICARE AND MAKE SOUND DECISIONS ABOUT WHAT IS BEST FOR THEM. PA MEDI COUNSELORS ARE SPECIALLY TRAINED VOLUNTEERS. ISSUES HANDLED THROUGH THE PA MEDI PROGRAM RANGE FROM HEALTH INSURANCE COUNSELING REGARDING MEDICARE, HMOS, SUPPLEMENTAL INSURANCE, MEDICAL ASSISTANCE, AND LONG-TERM CARE INSURANCE. APPX. 1,230 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT RESULTING IN OVER 208,000 IN SAVINGS FOR OUR CLIENTS IN 2023. 30349 3582 BERKS ENCORE CARE+:CARE+ IS A FEE-BASED PROGRAM THAT WAS LAUNCHED IN 2020 TO ASSIST INDIVIDUALS AND/OR THEIR FAMILIES CREATE CARE PLANS AND CONNECT WITH RESOURCES FOR THEIR AGING LOVED ONES. FEES ARE DETERMINED ON A SLIDING SCALE BASED ON THE SENIOR'S INCOME. 130921 BENOURISHED/MEDICALLY TAILORED MEALSBERKS ENCORE IS ACTIVELY WORKING TO PROVIDE THE BE NOURISHED MEDICALLY TAILORED MEAL PROGRAM ACROSS THE COUNTY IN ORDER TO REPLICATE THE SUCCESS FOUND IN THE 2022-23 PILOT. IN PARTNERSHIP WITH PENN STATE HEATH ST. JOSEPH'S READING HOSPITAL, AND MEALS ON WHEELS AMERICAN BE NOURISHED WILL LAUNCH LATER IN 2024. 161270 3582 2128960 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 47 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X THE ORGANIZATION 6103743195 40 NORTH 9TH STREET READING PA 19601 JOHN PERATE IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 ERIC WHITE BOARD CHAIR 1.00 X X 0 0 0 JULIA NICKEY 1ST VICE-CHAIR 1.00 X X 0 0 0 ALISON PALMER 2ND VICE-CHAIR 1.00 X X 0 0 0 ANGELA LATTANZIO TREASURER 1.00 X X 0 0 0 KENNETH DEARSTYNE SECRETARY 1.00 X X 0 0 0 PATRICK DOLAN DIRECTOR 1.00 X 0 0 0 FRANK DOLE DIRECTOR 1.00 X 0 0 0 CARL FIORINI DIRECTOR 1.00 X 0 0 0 TED FRIES DIRECTOR THRU MAY 2023 1.00 X 0 0 0 ROBERT D HARROP DIRECTOR 1.00 X 0 0 0 BRENTON HAUPT DIRECTOR 1.00 X 0 0 0 KENNETH S HAWKINSON PHD DIRECTOR 1.00 X 0 0 0 DEAN C KRARAS DIRECTOR 1.00 X 0 0 0 MIKE KRUT DIRECTOR 1.00 X 0 0 0 TIM MCLEOD DIRECTOR 1.00 X 0 0 0 STEFANIE M SHIRK DIRECTOR 1.00 X 0 0 0 JOSEPH SIGLE DIRECTOR THRU NOV 23 1.00 X 0 0 0 CARL W STAPLES DIRECTOR 1.00 X 0 0 0 THOMAS K WILLIAMS CPA CFP DIRECTOR 1.00 X 0 0 0 TANIEKA MASON DIRECTOR AS OF MAY 2023 1.00 X 0 0 0 MARCELLO PETACCI DIRECTOR AS OF JULY 2023 1.00 X 0 0 0 MICHAEL LANNUTTI DIRECTOR AS OF JULY 2023 1.00 X 0 0 0 LUANN OATMAN PRESIDENT & CEO 35.00 X 113596 0 8478 113596 0 8478 1 0 0 0 0 214237 11328 1277874 339084 1842523 ADVERTISING 541800 96880 96880 PROGRAM INCOME 624100 68300 68300 REGISTRATION FEES 624100 403 403 165583 108049 108049 4746 0 4746 4746 4746 834 11328 2594 -1760 -1760 MISCELLANEOUS INCOME 900099 3535 3535 3535 2122676 76984 96880 106289 122074 109073 6104 6897 1085211 921779 88212 75220 47731 40519 2543 4669 186432 159397 9848 17187 93233 80236 6876 6121 15500 10235 3466 1799 160 160 93818 61946 20980 10892 19250 7512 11738 65636 43338 14678 7620 184834 161353 21823 1658 48897 46262 440 2195 98975 87658 9924 1393 39134 20106 15076 3952 SUPPLIES AND EQUIPMENT 246017 241569 2092 2356 COMMUNICATIONS 141942 116717 2575 22650 OTHER EXPENSES 41379 21260 15941 4178 2530223 2128960 220738 180525 520 486 594456 185338 358002 203761 43228 25729 14696 16098 2573059 1896458 588615 676601 3000717 3331040 319951 361996 154420 107178 5074605 4908227 97643 181691 149871 87666 154641 107957 402155 377314 X 2561562 2680148 2110888 1850765 4672450 4530913 5074605 4908227 X -407547 229554 36456 X X 0 1 X 1 0 X 1882776 2473138 2419868 2296282 1842523 10914587 1882776 2473138 2419868 2296282 1842523 10914587 10914587 146148 234923 107058 39506 108049 635684 -5553 -25337 -5612 -5553 -36536 -78591 1319 529 2703 2264 3535 10350 11482030 369569 0.95060 0.95300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26239 200 200 26239 26239 122 122 26239 26239 40 40 26239 26239 54 54 26239 26239 107 107 26239 1.00000 1 0 23114 23114 2043884 1536153 507731 59966 19199 40767 399634 306893 92741 46461 34213 12248 676601 BENEFICIAL INTEREST IN PERPETUAL TRUST 318345 F BENEFICIAL INTEREST IN INSURANCE TRUST 43651 F 361996 OPERATING LEASE LIABILITY 98686 FINANCE LEASE LIABILITY 9271 107957 X 2392526 229554 4000 36456 270010 2122516 160 160 2122676 2534063 4000 4000 2530063 160 160 2530223 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF DONOR RESTRICTED FUNDS INVESTED IN AN INTEREST-BEARING ACCOUNT WITH A LOCAL FINANCIAL INSTITUTION, OF WHICH PORTIONS ARE TO BE HELD INDEFINITELY, WITH THE INCOME EXPENDABLE BY THE ORGANIZATION FOR GENERAL PURPOSES IN ACCORDANCE WITH DONOR INSTRUCTIONS. PART X, LINE 2: IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS RELATIVE TO UNRELATED BUSINESS INCOME, IF ANY, AS REQUIRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 34,846. UNREALIZED GAIN ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST 1,610. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND OPERATIONS COMMITTEE AND THEN EMAILED TO THE GENERAL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COMPLETED BY EMPLOYEES AND BOARD MEMBERS ANNUALLY. THE EXECUTIVE DIRECTOR MONITORS THE SIGNED FORMS TO DETERMINE ANY CONFLICTS AND INVOLVES THE BOARD IF CONFLICTS ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS AFTER DISCUSSION OF PERFORMANCE, COMPARABLE COMPENSATION IN SIMILAR SIZE AGENCIES AND THE CURRENT ECONOMIC CONDITION OF THE ORGANIZATION. TOTAL SALARIES ARE APPROVED WITH THE BUDGET BY THE OPERATIONS COMMITTEE AND BOARD OF DIRECTORS. ALLOCATION OF ANY INCREASE TO SPECIFIC EMPLOYEES IS DETERMINED BY THE PRESIDENT AND DEPARTMENT DIRECTORS BASED ON PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 34,846. NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST 1,610. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.