2026-06-11T16:34:04-05:00 2025-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 2763 CENTURY BOULEVARD READING PA 196103346 990 2025-01-01 231656050 BERKS ENCORE INC BERK 6103743195 40 NORTH 9TH STREET READING PA 19601 LUANN OATMAN PRESIDENT AND CEO 6103743195 2026-05-11 1 JUSTINE BAUER P01283101 6103781175 2026-05-11 2025 2025-03-06 01:10:19Z LUANN OATMAN 40 NORTH 9TH STREET READING PA 19601 2294500 0 X WWW.BERKSENCORE.ORG X 1965 PA TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE 18 18 44 544 82499 0 2392915 1883788 153197 165299 260983 219493 20994 19629 2828089 2288209 0 0 0 0 1560758 1631046 0 0 146649 911600 970942 2472358 2601988 355731 -313779 5373410 5321471 390356 461660 4983054 4859811 X THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE. 0 0 1076729 82270 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 2025, THERE WERE 61,621 CENTER VISITS WHO VISITED OUR 6 SENIOR CENTERS AND PARTICIPATED IN OUR VIRTUAL CLASSES AND PROGRAMS. THERE WERE OVER 27,600 CONGREGATE MEALS AND 34,021 GRAB AND GO 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 2025, 53 DIFFERENT HEALTH AND WELLNESS CLASSES, BOTH IN PERSON AND VIRTUAL WERE PROVIDED TO OVER 1,600 PARTICIPANTS. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2025, 56 INDIVIDUALS SHOPPED FOR AND DELIVERED MORE THAN 2,000 GROCERIES ORDERS FOR OVER 81 CLIENTS, VOLUNTEERING 2,698 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. 30,000 INDIVIDUALS RECEIVED OUR NEWSPAPER FILLED WITH CONSUMER INFORMATION RELEVANT TO THE BERKS COUNTY SENIOR POPULATION. 850411 HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.IN 2025, OVER 136,872 MEALS WERE DELIVERED TO MORE THAN 1,716 UNIQUE HOME-BOUND SENIORS BY OVER 544 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 39,228 TOTAL HOURS OF SERVICE. 154190 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 2025, APPROXIMATELY 1,419 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT RESULTING IN OVER 146,199 IN SAVINGS FOR OUR CLIENTS. 47555 530 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. 81013 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. 29 CLIENTS WERE SERVED IN 2025. 128568 530 2209898 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 24 0 1 44 1 1 1 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 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 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 BRENTON HAUPT 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 MICHAEL LANNUTTI 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 STEFANIE SHIRK DIRECTOR 1.00 X 0 0 0 DONNA SNYDER DIRECTOR 1.00 X 0 0 0 CARL STAPLES DIRECTOR 1.00 X 0 0 0 THOMAS K WILLIAMS CPA CFP DIRECTOR 1.00 X 0 0 0 LUANN OATMAN PRESIDENT & CEO 35.00 X 120837 0 9512 120837 0 9512 1 0 0 0 0 174955 1239455 469378 4118 1883788 ADVERTISING 541800 82499 82499 PROGRAM INCOME 624100 80835 80835 REGISTRATION FEES 624100 1965 1965 165299 105803 105803 113690 0 113690 113690 113690 24763 6291 18472 18472 MISCELLANEOUS INCOME 900099 1157 1157 1157 2288209 197647 82499 124275 130349 112394 6518 11437 1137393 982504 99567 55322 46650 43916 514 2220 216983 198311 6919 11753 99671 89581 4776 5314 18500 12515 4130 1855 90 90 87001 58856 19421 8724 27883 25597 2286 71843 48601 16038 7204 210143 178872 29254 2017 68584 68502 74 8 96935 82623 13076 1236 46083 25539 18218 2326 SUPPLIES AND EQUIPMENT 145362 141076 1272 3014 COMMUNICATIONS 141763 109557 3137 29069 OTHER EXPENSES 56755 31454 22437 2864 2601988 2209898 245441 146649 456 371 331526 414634 403643 239655 9881 17306 16357 30442 2670494 2087853 673819 582641 3492976 3453484 374311 405429 70441 177509 5373410 5321471 261464 173531 58332 111076 70560 177053 390356 461660 X 2860710 2924010 2122344 1935801 4983054 4859811 5373410 5321471 X -313779 158878 31658 X X 0 1 X 1 0 X 2419868 2296282 1842523 2392915 1883788 10835376 2419868 2296282 1842523 2392915 1883788 10835376 10835376 107058 39506 108049 97714 105803 458130 -5612 -5553 -36536 -40758 -62122 -150581 2703 2264 3535 7308 1157 16967 11159892 411451 0.97090 0.95890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26239 191 191 26239 26239 205 205 26239 26239 200 200 26239 26239 122 122 26239 26239 40 40 26239 1.00000 1 0 23114 23114 2136070 1668198 467872 59966 31999 27967 404883 349553 55330 46461 38103 8358 582641 BENEFICIAL INTEREST IN PERPETUAL TRUST 358702 F BENEFICIAL INTEREST IN INSURANCE TRUST 46727 F 405429 OPERATING LEASE LIABILITY 153665 FINANCE LEASE LIABILITY 23388 177053 X 2479735 158878 1080 31658 191616 2288119 90 90 2288209 2602978 1080 1080 2601898 90 90 2601988 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 25,674. UNREALIZED GAIN ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST 5,984. 60TH BIRTHDAY CELEBRATION 19688 19688 5758 VARIOUS FUNDRAISING EVENTS 5075 5075 533 24763 24763 6291 6291 18472 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 25,674. NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST 5,984. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.