BERKS ENCORE INC

EIN: 231656050 501(c)(3) Human Services

READING, PA

Total Revenue
$2,288,209
Total Expenses
$2,601,988
Total Assets
$5,321,471
Net Assets
$4,859,811
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
PA
Principal Officer
LUANN OATMAN
Phone
6103743195
Tax Period
2025-01-01 to 2025-12-31

BERKS ENCORE INC, founded in 1965, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. Expenses of $2.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

THE MISSION OF BERKS ENCORE IS TO DEVELOP AGING-CONFIDENT INDIVIDUALS TO ENHANCE THEIR ABILITY TO LIVE WELL LATER IN LIFE.

Program Service Accomplishments

Program 1
Expenses: $1,076,729 Revenue: $82,270

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...

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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.

Program 2
Expenses: $850,411

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...

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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.

Program 3
Expenses: $154,190

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...

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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.

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

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,883,788
Program Service Revenue $165,299
Investment Income $219,493
Other Revenue $19,629
TOTAL REVENUE $2,288,209

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,631,046
Fundraising Expenses $146,649
Program Expenses $2,209,898
Other Expenses $970,942
TOTAL EXPENSES $2,601,988

Year-over-Year Comparison

2025 2024 Change
Revenue $2,288,209 $2,828,089 -0.2%
Expenses $2,601,988 $2,472,358 +0.1%
Net Income $-313,779 $355,731 -1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
Employees
44
Volunteers
544

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
$130,349
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN PERATE IMMEDIATE PAST BOARD CHAIR 1.00
Officer Director
$0 $0 $0
ERIC WHITE BOARD CHAIR 1.00
Officer Director
$0 $0 $0
JULIA NICKEY 1ST VICE-CHAIR 1.00
Officer Director
$0 $0 $0
ALISON PALMER ESQ 2ND VICE-CHAIR 1.00
Officer Director
$0 $0 $0
KENNETH DEARSTYNE SECRETARY 1.00
Officer Director
$0 $0 $0
PATRICK DOLAN DIRECTOR 1.00
Director
$0 $0 $0
FRANK DOLE DIRECTOR 1.00
Director
$0 $0 $0
CARL FIORINI DIRECTOR 1.00
Director
$0 $0 $0
BRENTON HAUPT DIRECTOR 1.00
Director
$0 $0 $0
DEAN C KRARAS DIRECTOR 1.00
Director
$0 $0 $0
MIKE KRUT DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL LANNUTTI DIRECTOR 1.00
Director
$0 $0 $0
TANIEKA MASON DIRECTOR 1.00
Director
$0 $0 $0
MARCELLO PETACCI DIRECTOR 1.00
Director
$0 $0 $0
STEFANIE SHIRK DIRECTOR 1.00
Director
$0 $0 $0
DONNA SNYDER DIRECTOR 1.00
Director
$0 $0 $0
CARL STAPLES DIRECTOR 1.00
Director
$0 $0 $0
THOMAS K WILLIAMS CPA CFP DIRECTOR 1.00
Director
$0 $0 $0
LUANN OATMAN PRESIDENT & CEO 35.00
Officer
$120,837 $9,512 $130,349
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
2025 $2,288,209 $2,601,988 $5,321,471 $-313,779
2024 $2,828,089 $2,472,358 $5,373,410 $355,731
2023 $2,122,676 $2,530,223 $4,908,227 $-407,547
2022 $2,444,831 $2,578,862 $5,074,605 $-134,031
2021 $2,741,007 $2,329,654 $5,482,903 $411,353
2020 $2,850,379 $2,384,901 $4,713,140 $465,478
2019 $2,265,401 $2,311,328 $4,322,835 $-45,927
2018 $2,153,933 $2,247,464 $4,203,442 $-93,531
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