2023-06-01T07:38:01-05:00 2022-12-31 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2022-01-01 231656050 BERKS ENCORE INC BERK 6103743195 40 NORTH 9TH STREET READING PA 19601 LUANN OATMAN PRESIDENT AND CEO 6103743195 2023-06-01 1 LUANN OATMAN 999009999 1 MARYBETH C OLREE CPA P01649863 6103781175 2023-06-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LUANN OATMAN 40 NORTH 9TH STREET READING PA 19601 2528197 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 43 822 123448 0 2419868 2296282 214369 188777 107058 -39650 -288 -578 2741007 2444831 0 0 0 0 1520541 1587592 0 0 179718 809113 991270 2329654 2578862 411353 -134031 5482903 5074605 230836 402155 5252067 4672450 X THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE. 0 0 1114197 60971 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 2022, THERE WERE OVER 50,000 PARTICIPANT VISITS AND OVER 29,000 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 2022, 85 DIFFERENT HEALTH AND WELLNESS CLASSES, TOTALING OVER 2,000 HOURS OF INSTRUCTION, WERE PROVIDED. COMPREHENSIVE INFORMATION AND REFERRAL SERVICES, ASSISTANCE WITH ENROLLMENT IN SNAP AND OTHER GOVERNMENT BENEFIT PROGRAMS FOR SENIORS, AND A GROCERY SHOPPING PROGRAM. IN 2022, THERE WERE APPROXIMATELY 16,000 CONTACTS MADE FOR INFORMATION AND/OR REFERRAL TO OTHER AGENCIES AND 63 INDIVIDUALS SHOPPED FOR AND DELIVERED GROCERIES FOR OVER 95 CLIENTS, VOLUNTEERING 2,500 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. 45,000 INDIVIDUALS RECEIVED OUR NEWSPAPER FILLED WITH CONSUMER INFORMATION RELEVANT TO THE BERKS COUNTY SENIOR POPULATION. 699314 HOME DELIVERED MEALS:THE ORGANIZATION PROVIDES MEALS ON WHEELS SERVICES TO SENIOR CITIZENS THROUGHOUT BERKS COUNTY EVERY WEEKDAY.OVER 150,000 MEALS WERE DELIVERED TO MORE THAN 3,000 UNIQUE HOME-BOUND SENIORS BY OVER 600 VOLUNTEERS WHO CONTRIBUTED APPROXIMATELY 40,000 TOTAL HOURS OF SERVICE IN 2022. 107729 4358 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. APPROXIMATELY 41 CLIENTS WERE SERVED IN 2022. 147165 PA MEDI (FORMERLY KNOWN AS APPRISE)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. APPX. 5,000 INDIVIDUALS WERE ASSISTED WITH MEDICARE QUESTIONS & ENROLLMENT 122284 BENOURISHED/MEDICALLY TAILORED MEALSTHE ORGANIZATION PROVIDES MEDICALLY TAILORED MEALS DESIGNED TO PROMOTE A HEALTHY LIFESTYLE THROUGH NUTRITION TO HELP MANAGE HEART DISEASE AND DIABETES SAFELY AND EFFECTIVELY. THE MEALS ARE PLANNED BY A DIETITIAN AND MADE OF QUALITY FRESH INGREDIENTS FOR NUTRITIOUS AND FLAVORFUL MEALS. 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. 30 CLIENTS SERVED IN 2022. 269449 2190689 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 19 0 1 43 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 THE ORGANIZATION 6103743195 40 NORTH 9TH STREET READING PA 19601 ROBERT D HARROP IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 JOHN PERATE BOARD CHAIR 1.00 X X 0 0 0 ERIC WHITE 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 JULIA NICKEY DIRECTOR 1.00 X 0 0 0 FRANK DOLE DIRECTOR AS OF JULY 2022 1.00 X 0 0 0 CARL STAPLES DIRECTOR 1.00 X 0 0 0 PATRICK DOLAN DIRECTOR 1.00 X 0 0 0 CARL FIORINI DIRECTOR 1.00 X 0 0 0 BRENTON HAUPT DIRECTOR AS OF JULY 2022 1.00 X 0 0 0 TED FRIES 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 TIM MCLEOD DIRECTOR 1.00 X 0 0 0 CRAIG POOLE DIRECTOR 1.00 X 0 0 0 STEFANIE M SHIRK DIRECTOR 1.00 X 0 0 0 JOSEPH SIGLE DIRECTOR 1.00 X 0 0 0 THOMAS K WILLIAMS CPA CFP DIRECTOR 1.00 X 0 0 0 MIKE KRUT DIRECTOR 1.00 X 0 0 0 LUANN OATMAN PRESIDENT & CEO 35.00 X 110185 0 8545 110185 0 8545 1 0 0 0 0 163797 10747 1426832 694906 2296282 ADVERTISING 541800 123448 123448 PROGRAM INCOME 624100 64977 64977 REGISTRATION FEES 624100 272 272 CONTRACT REVENUE 624100 80 80 188777 39506 39506 79156 -79156 -79156 -79156 1368 10747 4210 -2842 -2842 MISCELLANEOUS INCOME 900099 2264 2264 2264 2444831 -11563 123448 36664 118730 86679 16621 15430 1121055 975109 55622 90324 51843 40921 3453 7469 199803 167928 18300 13575 96161 82894 5489 7778 11725 8502 3223 241 241 72229 56077 1430 14722 21237 18902 2335 65319 29471 29036 6812 187560 164789 21301 1470 46834 45373 220 1241 105447 92986 10534 1927 37290 24217 12660 413 SUPPLIES AND EQUIPMENT 256900 251754 3578 1568 COMMUNICATIONS 135696 125051 3231 7414 OTHER EXPENSES 50792 20036 23516 7240 2578862 2190689 208455 179718 520 520 381937 594456 511765 358002 59827 43228 22149 14696 2386098 1797483 638489 588615 3460230 3000717 405986 319951 2000 154420 5482903 5074605 97265 97643 133571 149871 0 154641 230836 402155 X 3207671 2561562 2044396 2110888 5252067 4672450 5482903 5074605 X -134031 -366095 -79491 X 0 1 X 1 0 X 1853839 1882776 2473138 2419868 2296282 10925903 1853839 1882776 2473138 2419868 2296282 10925903 10925903 54655 146148 234923 107058 39506 582290 -9783 -5553 -25337 -5612 -5553 -51838 1975 1319 529 2703 2264 8790 11465145 407224 0.95300 0.94360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26239 122 122 26239 26239 40 40 26239 26239 54 54 26239 26239 107 107 26239 26239 107 107 26239 1.00000 1 0 23114 23114 1868612 1471393 397219 59966 12800 47166 398393 282679 115714 36013 30611 5402 588615 BENEFICIAL INTEREST IN PERPETUAL TRUST 283499 F BENEFICIAL INTEREST IN INSURANCE TRUST 36452 F 319951 OPERATING LEASE LIABILITY 154641 154641 X 2004110 -366095 5106 -79491 -440480 2444590 241 241 2444831 2583727 5106 5106 2578621 241 241 2578862 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 LOSS ON BENEFICIAL INTEREST IN PERPETUAL TRUST -75,015. UNREALIZED GAIN ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST -4,476. 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 LOSS ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS -75,015. NET UNREALIZED GAIN ON BENEFICIAL INTEREST IN UNEMPLOYMENT TRUST -4,476.