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Pennsylvania · Nonprofit

UNITED WAY OF BERKS COUNTY INC

UNITED WAY OF BERKS COUNTY INC (Pennsylvania) receives grants from 61 organizations whose IRS filings report $21,853,542 to it, the largest being NATIONAL PHILANTHROPIC TRUST ($10,258,500). 47 of them have funded it in more than one year, and 69% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$16M
Funders on record
61
Grants received
$22M
Net assets
$36M
47/61 repeat funderspeak grant-dependency 80%
01What it does

What United Way of Berks County Inc does

Mission

United way of berks county improves lives by inspiring collaboration, volunteerism and financial support to build a stronger community.

As stated on its FY2025 Form 990.

Program

  1. More than 190,000 children, families and seniors benefitted from vital health and human services programs funded by united way of berks county (uwbc) throughout 2025. Uwbc's work and investments focus on four areas: education, financial stability, health and safety net services.see additional information on sch o.during 2025, uwbc invested funding in 51 programs delivered by 33 agencies and 5 contracted partners, as well as supported community initiatives and provided various one-time grants. All programs uwbc invests in annually are evaluated by our community impact cabinet, focus area panels (fap) and compliance reviewers, representing 50 volunteer community members from various sectors. These volunteers dedicate invaluable time to ensure uwbc dollars are invested in high-priority programs that address critical current community needs, as well as programs that are high-performing - consistently and effectively delivering a high-quality program producing meaningful results for participants. Annually, programs receiving uwbc investments are required to submit a report that details how uwbc dollars are spent to support programming and the outcomes achieved by clients. These…

    $9,774,161 spentof which $7,624,785 as grants$704,050 earned by the program
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $9,774,161.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($11M) Expenses 100 ($11M) Net assets 100 ($21M)2018 Revenue 101 ($11M) Expenses 103 ($11M) Net assets 96 ($20M)2019 Revenue 100 ($11M) Expenses 106 ($11M) Net assets 105 ($22M)2020 Revenue 193 ($22M) Expenses 106 ($11M) Net assets 164 ($34M)2021 Revenue 126 ($14M) Expenses 125 ($13M) Net assets 169 ($35M)2022 Revenue 92 ($10M) Expenses 130 ($14M) Net assets 133 ($28M)2023 Revenue 105 ($12M) Expenses 129 ($14M) Net assets 133 ($28M)2024 Revenue 155 ($18M) Expenses 131 ($14M) Net assets 152 ($32M)2025 Revenue 138 ($16M) Expenses 117 ($12M) Net assets 174 ($36M)
'17'18'19'20'21'22'23'24'25
Revenue (138)Expenses (117)Net assets (174)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $24M to $36M (+51%).

$23M
$22M
$24M
$36M
$37M
$32M
$31M
$35M
$40M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2018 0% · 2019 1% · 2020 0% · 2021 3% · 2022 0%. Grants only. Government contracts and fees sit inside program revenue.

86% of UNITED WAY OF BERKS COUNTY INC’s revenue is contributions — more donation-reliant than the typical peer (80% for the typical peer).

This organization
Typical peer · 874 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$793k
’17
$514k
’18
$61k
’19
$11M
’20
$1.1M
’21
−$3.3M
’22
−$1.7M
’23
$3.8M
’24
$3.3M
’25
7.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Joni Naugle

Chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed434445454444444744
Joined·+8+10+5+9+7+7+12+10
No longer listed·7951077913
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 16 funders to 38 funders, grant income rose $1.1M → $1.8M.

17 of 61 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 69% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $103k from 2 payers (the payer shares this organization's board, largest Berks County Chamber Foundation). These are real filings, and they are not money UNITED WAY OF BERKS COUNTY INC raised.

From the IRS filings of UNITED WAY OF BERKS COUNTY INC’s funders (the co-funder graph). Top 30 of 61 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UNITED WAY OF BERKS COUNTY INC leans on a few funders — its largest provides 47% of grant income and the top three 61%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

76% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF BERKS COUNTY INC.

47%
largest funder
61%
top three
~4
effective funders

Largest funder’s share by year: 2017 31% · 2018 26% · 2019 29% · 2020 20% · 2021 88% · 2022 18% · 2023 16% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

59% of UNITED WAY OF BERKS COUNTY INC's funders are still giving 3 years after their first grant; 77% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

69% of UNITED WAY OF BERKS COUNTY INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $6.7M that is directly attributable, 82% of it comes from Pennsylvania funders.

MN
WI
NY
MA
OH
PA
CT
RI
MO
DE
NC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Pennsylvania out of state home

Funder states come from each funder’s own filing. $15M arriving through sponsors registered in 11 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UNITED WAY OF BERKS COUNTY INC runs a healthier operating margin than half of the 490 philanthropy nonprofits its size.

Operating margin21% · above the median
Months of reserve7.5mo · above the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 490 philanthropy nonprofits $10M–$100M, FY2025

Organizations like UNITED WAY OF BERKS COUNTY INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Pennsylvania

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

79% of spending goes to programs.

Program 79%Management 9%Fundraising 12%

Governance

36
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

85%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

PA

Screen this organization

A dated, signed PDF of the compliance screen for UNITED WAY OF BERKS COUNTY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UNITED WAY OF BERKS COUNTY INC?
UNITED WAY OF BERKS COUNTY INC (Pennsylvania) receives grants from 61 organizations whose IRS filings report $21,853,542 to it, the largest being NATIONAL PHILANTHROPIC TRUST ($10,258,500). 47 of them have funded it in more than one year, and 69% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does UNITED WAY OF BERKS COUNTY INC have?
IRS filings report 61 organizations giving $21,853,542 in grants to UNITED WAY OF BERKS COUNTY INC, 47 of which have funded it in more than one year.
Who is the largest funder of UNITED WAY OF BERKS COUNTY INC?
NATIONAL PHILANTHROPIC TRUST is the largest funder on record, with $10,258,500 in grants. The full list of funders is on this page.
How can an organization like UNITED WAY OF BERKS COUNTY INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 61 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing