2025-06-09T09:48:07-05:00 2024-12-31 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2024-01-01 231656050 BERKS ENCORE INC BERK 6103743195 40 NORTH 9TH STREET READING PA 19601 LUANN OATMAN PRESIDENT AND CEO 6103743195 2025-05-19 1 1 MARYBETH C OLREE CPA P01649863 6103781175 2025-05-19 2024 2025-03-06 01:10:19Z LUANN OATMAN 40 NORTH 9TH STREET READING PA 19601 2829995 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 41 690 88636 0 1842523 2392915 165583 153197 112795 260983 1775 20994 2122676 2828089 0 0 0 0 1534681 1560758 0 0 153095 995542 911600 2530223 2472358 -407547 355731 4908227 5373410 377314 390356 4530913 4983054 X THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE. 0 0 983475 62222 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 2024, THERE WERE OVER 50,000 CENTER VISITS BY 2,080 UNIQUE PARTICIPANTS WHO VISITED OUR 6 SENIOR CENTERS AND PARTICIPATED IN OUR VIRTUAL CLASSES AND PROGRAMS. THERE WERE OVER 33,000 CONGREGATE MEALS SERVED AT OUR 6 SENIOR CENTER SITES. SEE ADDITIONAL INFORMATION ON SCHEDULE O. CERTIFIED AND MASTER TRAINERS PROVIDE EDUCATION IN THE EVIDENCED-BASED PROGRAMS: CHRONIC DISEASE SELF-MANAGEMENT, A MATTER OF BALANCE FALL PREVENTION PROGRAM, HEALTHY STEPS IN MOTION, DIABETES SELF-MANAGEMENT, AND CHRONIC PAIN SELF-MANAGEMENT. DURING 2024, 96 DIFFERENT HEALTH AND WELLNESS CLASSES, BOTH IN PERSON AND VIRTUAL WERE PROVIDED TO OVER 1,687 PARTICIPANTS. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2024, 63 INDIVIDUALS SHOPPED FOR AND DELIVERED MORE THAN 1,900 GROCERIES ORDERS FOR OVER 78 CLIENTS, VOLUNTEERING 2,400 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. 849571 HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.IN 2024, OVER 211,544 MEALS WERE DELIVERED TO MORE THAN 1,000 UNIQUE HOME-BOUND SENIORS BY OVER 690 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 54,878 TOTAL HOURS OF SERVICE, OVER $17,506 BAGS OF FRESH & VEGETABLE WERE PROVIDED IN PARTNERSHIP WITH HELPING HARVEST FOOD BANK. 228185 PA MEDI / ADVOCACY SERVICES:PA MEDI IS THE STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) FOR PENNSYLVANIANS AGE 60 AND OVER. THE PENNSYLVANIA DEPARTMENT OF AGING CREATED PA MEDI TO HELP OLDER PENNSYLVANIANS UNDERSTAND THEIR HEALTH INSURANCE OPTIONS UNDER MEDICARE AND MAKE SOUND DECISIONS ABOUT WHAT IS BEST FOR THEM. PA MEDI COUNSELORS ARE SPECIALLY TRAINED VOLUNTEERS. ISSUES HANDLED THROUGH THE PA MEDI PROGRAM RANGE FROM HEALTH INSURANCE COUNSELING REGARDING MEDICARE, HMOS, SUPPLEMENTAL INSURANCE, MEDICAL ASSISTANCE, AND LONG-TERM CARE INSURANCE. IN 2024, APPROXIMATELY 1,416 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT RESULTING IN OVER 201,740 IN SAVINGS FOR OUR CLIENTS. 37563 2339 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. 37161 BENOURISHED/MEDICALLY TAILORED MEALS:BERKS ENCORE IS ACTIVELY WORKING TO PROVIDE THE BE NOURISHED MEDICALLY TAILORED MEAL PROGRAM ACROSS THE COUNTY. IN PARTNERSHIP WITH PENN STATE HEALTH ST. JOSEPH AND REDNER'S MARKETS, WE PROVIDE MEDICALLY TAILORED MEALS TO REFERRED CLIENTS WITH A CARDIAC OR DIABETIC DIAGNOSIS. 74724 2339 2135955 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 41 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 ESQ 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 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 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 1.00 X 0 0 0 MARCELLO PETACCI DIRECTOR 1.00 X 0 0 0 MICHAEL LANNUTTI DIRECTOR 1.00 X 0 0 0 LUANN OATMAN PRESIDENT & CEO 35.00 X 114913 0 17321 114913 0 17321 1 0 0 0 0 217915 1381519 793481 2392915 ADVERTISING 541800 88636 88636 PROGRAM INCOME 624100 62859 62859 REGISTRATION FEES 624100 1702 1702 153197 97714 97714 163269 0 163269 163269 163269 15592 1906 13686 13686 MISCELLANEOUS INCOME 900099 7308 7308 7308 2828089 235138 88636 111400 132234 117886 6612 7736 1086221 984404 40994 60823 41058 38684 234 2140 207719 193147 3423 11149 93526 84892 3598 5036 16170 8452 5458 2260 340 340 74476 38926 25141 10409 66392 62918 3474 60631 31690 20467 8474 188963 164031 23323 1609 50307 50097 210 107478 93115 12954 1409 39759 26358 12919 482 SUPPLIES AND EQUIPMENT 133479 129917 1608 1954 COMMUNICATIONS 123487 94455 3096 25936 OTHER EXPENSES 50118 16983 22931 10204 2472358 2135955 183308 153095 486 456 185338 331526 203761 403643 25729 9881 16098 16357 2664737 1990918 676601 673819 3331040 3492976 361996 374311 107178 70441 4908227 5373410 181691 261464 87666 58332 107957 70560 377314 390356 X 2680148 2860710 1850765 2122344 4530913 4983054 4908227 5373410 X 355731 88169 8241 X X 0 1 X 1 0 X 2473138 2419868 2296282 1842523 2392915 11424726 2473138 2419868 2296282 1842523 2392915 11424726 11424726 234923 107058 39506 108049 97714 587250 -25337 -5612 -5553 -36536 -40758 -113796 529 2703 2264 3535 7308 16339 11914519 339407 0.95890 0.95060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26239 205 205 26239 26239 200 200 26239 26239 122 122 26239 26239 40 40 26239 26239 54 54 26239 1.00000 1 0 23114 23114 2136070 1598968 537102 59966 25600 34366 399126 329292 69834 46461 37058 9403 673819 BENEFICIAL INTEREST IN PERPETUAL TRUST 333028 F BENEFICIAL INTEREST IN INSURANCE TRUST 41283 F 374311 OPERATING LEASE LIABILITY 40217 FINANCE LEASE LIABILITY 30343 70560 X 2924659 88169 500 8241 96910 2827749 340 340 2828089 2472518 500 500 2472018 340 340 2472358 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 14,683. UNREALIZED LOSS ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST -6,442. COMMUNITY BREAKFAST 11645 11645 1656 11645 11645 1656 1656 9989 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 14,683. NET UNREALIZED LOSS ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST -6,442. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.