Nonprofit · EIN 23-1656050
BERKS ENCORE INC
Tax-exempt · READING, PA 19601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,288,209 | $2,601,988 | -$313,779 | $5,321,471 | $461,660 | $4,859,811 |
| December 31, 2024 | 990 | $2,828,089 | $2,472,358 | $355,731 | $5,373,410 | $390,356 | $4,983,054 |
| December 31, 2023 | 990 | $2,122,676 | $2,530,223 | -$407,547 | $4,908,227 | $377,314 | $4,530,913 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,883,788
- of which government grants
- $1,239,455
- Program service revenue
- $165,299
- Investment income
- $219,493
- Net gain from sales of assets
- $113,690
- Net income from fundraising events
- $18,472
- Other revenue
- $19,629
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $130,349
- Other salaries and wages
- $1,137,393
- Salaries, compensation and benefits (total)
- $1,631,046
- Professional fundraising fees
- $0
- Accounting fees
- $18,500
- Occupancy
- $210,143
- Travel
- $68,584
- Depreciation
- $96,935
- Program services (functional)
- $2,209,898
- Management and general (functional)
- $245,441
- Fundraising (functional)
- $146,649
Balance sheet and other
- Total assets, start of year
- $5,373,410
- Total assets, end of year
- $5,321,471
- Total liabilities, end of year
- $461,660
- Net assets, end of year
- $4,859,811
- Land, buildings and equipment
- $582,641
- Publicly traded securities
- $3,453,484
- Net assets without donor restrictions
- $2,924,010
- Net assets with donor restrictions
- $1,935,801
- Gross unrelated business income
- $82,499
- Gross receipts
- $2,294,500
- Employees
- 44
- Volunteers
- 544
- Year formed
- 1965
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUANN OATMAN | PRESIDENT & CEO Officer | 35 | $120,837 | $9,512 |
| JOHN PERATE | IMMEDIATE PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC WHITE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JULIA NICKEY | 1ST VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALISON PALMER ESQ | 2ND VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH DEARSTYNE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK DOLAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK DOLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL FIORINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENTON HAUPT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEAN C KRARAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE KRUT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL LANNUTTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TANIEKA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCELLO PETACCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEFANIE SHIRK | DIRECTOR Trustee or director | 1 | $0 |
| DONNA SNYDER | DIRECTOR Trustee or director | 1 | $0 |
| CARL STAPLES | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS K WILLIAMS CPA CFP | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUANN OATMAN | PRESIDENT & CEO Officer | 35 | $114,913 | $17,321 |
| JOHN PERATE | IMMEDIATE PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC WHITE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JULIA NICKEY | 1ST VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALISON PALMER ESQ | 2ND VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANGELA LATTANZIO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH DEARSTYNE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK DOLAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK DOLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL FIORINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT D HARROP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENTON HAUPT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH S HAWKINSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEAN C KRARAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE KRUT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM MCLEOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEFANIE M SHIRK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL W STAPLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS K WILLIAMS CPA CFP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TANIEKA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCELLO PETACCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL LANNUTTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUANN OATMAN | PRESIDENT & CEO Officer | 35 | $113,596 | $8,478 |
| JOHN PERATE | IMMEDIATE PAST BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC WHITE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JULIA NICKEY | 1ST VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALISON PALMER | 2ND VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANGELA LATTANZIO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH DEARSTYNE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK DOLAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK DOLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL FIORINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TED FRIES | DIRECTOR THRU MAY 2023 Trustee or director | 1 | $0 | $0 |
| ROBERT D HARROP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRENTON HAUPT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH S HAWKINSON PHD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEAN C KRARAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE KRUT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM MCLEOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEFANIE M SHIRK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH SIGLE | DIRECTOR THRU NOV 23 Trustee or director | 1 | $0 | $0 |
| CARL W STAPLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS K WILLIAMS CPA CFP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TANIEKA MASON | DIRECTOR AS OF MAY 2023 Trustee or director | 1 | $0 | $0 |
| MARCELLO PETACCI | DIRECTOR AS OF JULY 2023 Trustee or director | 1 | $0 | $0 |
| MICHAEL LANNUTTI | DIRECTOR AS OF JULY 2023 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 40 N 9TH ST, READING, PA 19601-3657
- Principal officer (990 for 2025)
- LUANN OATMAN, 40 NORTH 9TH STREET, READING, PA 19601
- Signed the 990
- LUANN OATMAN, PRESIDENT AND CEO
- Phone
- (610) 374-3195
- Website
- WWW.BERKSENCORE.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE.
Program accomplishments
- 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.Expenses $1,076,729 · revenue $82,270
- 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.Expenses $850,411
- 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.Expenses $154,190
- 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.Expenses $47,555 · revenue $530
- 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.Expenses $81,013
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1656050
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $5,321,471
- Income (IRS master file)
- $2,294,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,288,209 | $2,601,988 | $5,321,471 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $2,828,089 | $2,472,358 | $5,373,410 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,122,676 | $2,530,223 | $4,908,227 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,444,831 | $2,578,862 | $5,074,605 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1656050).
Questions about BERKS ENCORE INC
- What is the EIN of BERKS ENCORE INC?
- The employer identification number (EIN) of BERKS ENCORE INC is 23-1656050.
- Is BERKS ENCORE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to BERKS ENCORE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKS ENCORE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKS ENCORE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKS ENCORE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BERKS ENCORE INC?
- The 990 for the year ended December 31, 2025 names LUANN OATMAN.
- Who are the officers and directors of BERKS ENCORE INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $120,837 (LUANN OATMAN, PRESIDENT & CEO).
- How much revenue does BERKS ENCORE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,288,209, expenses of $2,601,988 and total assets of $5,321,471 at year end.
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