UNITED WAY OF BERKS COUNTY INC

EIN: 231655375 501(c)(3) Philanthropy & Grantmaking

READING, PA

Total Revenue
$17,615,296
Total Expenses
$13,831,433
Total Assets
$35,232,578
Net Assets
$31,617,009
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
PA
Principal Officer
TAMMY L WHITE
Phone
6106854550
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF BERKS COUNTY INC, founded in 1963, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.6M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.8M, a strong 21% operating margin.

Mission

INSPIRING COLLABORATION, VOLUNTEERISM AND FINANCIAL SUPPORT TO BUILD A STRONGER COMMUNITY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,775,224
Program Service Revenue $661,202
Investment Income $1,170,928
Other Revenue $7,942
TOTAL REVENUE $17,615,296

Expense Breakdown

Grants Paid $9,278,236
Salaries & Benefits $2,710,030
Fundraising Expenses $1,547,589
Program Expenses $11,481,257
Other Expenses $1,843,167
TOTAL EXPENSES $13,831,433

Year-over-Year Comparison

2024 2023 Change
Revenue $17,615,296 $11,955,926 +0.5%
Expenses $13,831,433 $13,616,167 +0.0%
Net Income $3,783,863 $-1,660,241 -3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
38
Independent Members
38
Employees
32
Volunteers
2115

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$379,822
Total Directors
41
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JONI NAUGLE CHAIR 1.00
Officer Director
$0 $0 $0
PETE CONNORS VICE CHAIR AS OF MARCH 1.00
Officer Director
$0 $0 $0
RUTHANN WOLL SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
ROBERT FIRELY ASST. SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
JOHN ARNOLD DIRECTOR 1.00
Director
$0 $0 $0
DR CHARLES BARBERA DIRECTOR AS OF MAY 1.00
Director
$0 $0 $0
JOHN BOBO DIRECTOR 1.00
Director
$0 $0 $0
JAMES BOSCOV DIRECTOR 1.00
Director
$0 $0 $0
ANTHONY COX DIRECTOR 1.00
Director
$0 $0 $0
KELLEY CROZIER MD DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL DUFF DIRECTOR 1.00
Director
$0 $0 $0
KELLY FESSLER DIRECTOR AS OF MARCH 1.00
Director
$0 $0 $0
ROBERT GOONAN DIRECTOR 1.00
Director
$0 $0 $0
TERRY GRASSLEY DIRECTOR 1.00
Director
$0 $0 $0
BRADLEY HALL DIRECTOR 1.00
Director
$0 $0 $0
VICTORIA HAWKINS DIRECTOR 1.00
Director
$0 $0 $0
ANGEL HELM DIRECTOR AS OF JANUARY 1.00
Director
$0 $0 $0
SCOTT HELM DIRECTOR AS OF JANUARY 1.00
Director
$0 $0 $0
PAMELA HERNANDEZ DIRECTOR AS OF MAY 1.00
Director
$0 $0 $0
JASON HOERR DIRECTOR 1.00
Director
$0 $0 $0
DR SUSAN LOONEY DIRECTOR 1.00
Director
$0 $0 $0
DR JOSEPH MACHAROLA DIRECTOR 1.00
Director
$0 $0 $0
NICK MARMONTELLO DIRECTOR 1.00
Director
$0 $0 $0
TIM MIKSIEWICZ DIRECTOR AS OF JANUARY 1.00
Director
$0 $0 $0
DR JENNIFER MURRAY DIRECTOR 1.00
Director
$0 $0 $0
MISSY ORLANDO DIRECTOR 1.00
Director
$0 $0 $0
RENDY ORTIZ DIRECTOR 1.00
Director
$0 $0 $0
CRAIG PERROTY DIRECTOR 1.00
Director
$0 $0 $0
SUE PERROTY DIRECTOR 1.00
Director
$0 $0 $0
FRANCIS POST DIRECTOR 1.00
Director
$0 $0 $0
SIDNEY PURNELL DIRECTOR 1.00
Director
$0 $0 $0
JULIE RAVIS DIRECTOR AS OF JANUARY 1.00
Director
$0 $0 $0
MIKE REESE DIRECTOR 1.00
Director
$0 $0 $0
ROBERTO SANCHEZ DIRECTOR 1.00
Director
$0 $0 $0
DHARMA SIVASAMY DIRECTOR AS OF JANUARY 1.00
Director
$0 $0 $0
SHANNON THOMAS DIRECTOR AS OF JANUARY 1.00
Director
$0 $0 $0
PATRICK VELEKEI DIRECTOR 1.00
Director
$0 $0 $0
KIM WOERLE DIRECTOR 1.00
Director
$0 $0 $0
WESLIE LIANA DIRECTOR THROUGH MARCH 1.00
Director
$0 $0 $0
DAVID TURNER DIRECTOR THROUGH MARCH 1.00
Director
$0 $0 $0
ANNETTE HINES DIRECTOR THROUGH MAY 1.00
Director
$0 $0 $0
TAMMY L WHITE PRESIDENT 37.50
Officer
$205,743 $19,454 $225,197
MONICA RUANO-WENRICH SR VP FINANCE & ADMIN 37.50
Officer
$129,793 $24,832 $154,625
SHEILA TULLI VP RESOURCE DEVELOPMENT 37.50
Highest
$107,097 $14,571 $121,668
JEAN MORROW SR VP LEADERSHIP UNITED 37.50
Highest
$118,226 $17,442 $135,668
ASHLEY CHAMBERS SR VP COMMUNITY IMPACT 37.50
Highest
$108,045 $10,909 $118,954
CHRIS SPANIER VP MARKETING & COMMUNICATIONS 37.50
Highest
$101,150 $16,550 $117,700
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $17,615,296 $13,831,433 $35,232,578 $3,783,863
2023 $11,955,926 $13,616,167 $31,457,292 $-1,660,241
2022 $10,465,438 $13,751,958 $32,073,316 $-3,286,520
2021 $14,271,656 $13,203,597 $37,493,734 $1,068,059
2020 $21,924,109 $11,247,083 $36,122,078 $10,677,026
2019 $11,306,140 $11,244,888 $23,844,909 $61,252
2018 $11,424,331 $10,910,275 $22,017,343 $514,056
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