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Berks County Bar Association

Not tax-deductible

Reading, PA501(c)(6)EIN 23-1489314Revenue $978K in FY2024

On file with the IRSberksbar.orgPo Box 1058, 19603-1058 · Reading, PATax-exempt since Jan 1958

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To support the legal profession and provide educational programs for the public

100¢ of each $1 spent went to programs.
Run by 250 volunteers and 7 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $305K a year · 56% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$122K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$138K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$978K
+27% vs prior year
Spent
$902K
To programs
100%
Net assets
$4.3M
By yearFY2020–FY2024
Revenue
$978K
FY2024▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$439K
FY2021$424K
FY2022$86K
FY2023$773K
FY2024$978K
Expenses
$902K
FY2024▲ +0.9%
Tap a bar for its year
Expenses by fiscal year
FY2020$699K
FY2021$825K
FY2022$904K
FY2023$894K
FY2024$902K
Net assets
$4.3M
FY2024▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.9M
FY2021$4.3M
FY2022$3.6M
FY2023$3.8M
FY2024$4.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1958.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $902K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $122K paid to officers and key staff.

Part VII, Section A · reportable compensation
Kori Walter
Executive Director
$122,000Pt VII · Sec A
Daniel C Nevins ESQ.
President - Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Gabriela G Raful ESQ.
Immediate Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kori Walter$122,000$117,058$115,706$107,743$103,404

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Berks County Bar Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates the public and supports the legal profession through programs.

Questions for Berks County Bar Association

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Provided by the organization

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1 program · $902K · in their own filed words · FY2024
01

Programs offered to the members included in person and remote continuing legal education seminars at no or reduced cost, lawyer referral service, client dispute resolution, a bench-bar conference allowing for dialogue between judges and attorneys, berks county law journal, social events to encourage collegiality and networking, pro bono…

$902Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 3 grants · $25K · 2020–2024
Pennsylvania Bar AssociationPA · FY2024$7,500
Pennsylvania Bar AssociationPA · FY2021$7,500
Pennsylvania Bar AssociationPA · FY2020$10,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$978K
Ln 12
Fees for servicesLn 2g$878K
Investment incomeLn 3$95K
Other incomeLn 4–11$5K
Money outPt IX
$902K
Ln 25
Programscol B$902K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$200K
Total assetsLn 16$4.4M
LiabilitiesLn 26$138K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$878K
Investment incomeLn 3$95K
Other incomeLn 4–11$5K
Gains on assetsLn 7$23K
Total revenueLn 12$978K
Assets in detailPt X, end of year
CashLn 1$88K
SavingsLn 2$113K
Cash and savings togetherLn 1–2$200K
InvestmentsLn 11–13$3.8M
Land, buildings, equipmentLn 10c$301K
Other assetsLn 15$34K
Total assetsLn 16$4.4M
LiabilitiesLn 26$138K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 57
VolunteersI 6250
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$342K$200K
InvestmentsLn 11–13$3.4M$3.8M
Land, buildings, equipmentLn 10c$323K$301K
Total assetsLn 16$4.1M$4.4M
LiabilitiesLn 26$297K$138K
Net assetsLn 32$3.8M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$8K
Benefits paid to or for membersLn 4$115K
Pay of current officers, directors and key staffLn 5$147K
Other salaries and wagesLn 7$152K
Pension plan contributionsLn 8$11K
Other employee benefitsLn 9$35K
Payroll taxesLn 10$24K
Investment management feesLn 11f$28K
Other fees for servicesLn 11g$45K
Advertising and promotionLn 12$5K
Office expensesLn 13$27K
OccupancyLn 16$58K
Depreciation, depletion and amortizationLn 22$22K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$203K
All other expensesLn 24e$22K
Total functional expensesLn 25$902K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $978K$902K$76K$4.3M 990 PDF
FY2023 $773K$894K−$121K$3.8M 990 PDF
FY2022 $86K$904K−$818K$3.6M 990 PDF
FY2021 $424K$825K−$401K$4.3M 990 PDF
FY2020 $439K$699K−$260K$3.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $977,772 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $760,428$878,124
I-10 Investment incomePrior year $10,442$95,051
I-11 Other revenuePrior year $1,893$4,597
I-12 Total revenuePrior year $772,763$977,772
I-13 Grants and similar amounts paidPrior year $7,500$7,500
I-14 Benefits paid to membersPrior year $126,782$114,814
I-15 Salaries and benefitsPrior year $345,159$368,445
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $414,069$411,112
I-18 Total expensesPrior year $893,510$901,871
I-19 Revenue less expensesPrior year −$120,747$75,901
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $977,772 across 5 lines filed
Lines not itemized here account for $17,675 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $840,074 · Unrelated business $20,375$860,449
VIII-3 Investment incomeExcluded from tax $71,919$71,919
VIII-7 Net gain or loss on sales of assetsExcluded from tax $23,132$23,132
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,597$4,597
VIII-12 Total revenueRelated to mission $862,346 · Unrelated business $20,375 · Excluded from tax $95,051$977,772
Part IX · Statement of functional expenses $901,871 across 16 lines filed
IX-1 Grants to domestic organizations$7,500
IX-4 Benefits paid to or for members$114,814
IX-5 Pay of current officers, directors and key staff$147,151
IX-7 Other salaries and wages$151,888
IX-8 Pension plan contributions$10,681
IX-9 Other employee benefits$34,584
IX-10 Payroll taxes$24,141
IX-11f Investment management fees$27,914
IX-11g Other fees for services$44,595
IX-12 Advertising and promotion$5,057
IX-13 Office expenses$26,881
IX-16 Occupancy$58,213
IX-22 Depreciation, depletion and amortization$21,808
IX-23 Insurance$2,053
IX-24 Other expenses (24a–d)$203,034
IX-24e All other expenses$21,557
IX-25 Total functional expenses$901,871
Part X · Balance sheet $4,420,090 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $231,464$87,705
X-2 Savings and temporary cash investmentsStart of year $110,308$112,660
X-4 Accounts receivableStart of year $35,124$51,762
X-9 Prepaid expenses and deferred chargesStart of year $303$303
X-10c Land, buildings and equipment, netStart of year $322,988$301,180
X-11 Publicly traded securitiesStart of year $3,374,276$3,832,751
X-15 Other assetsStart of year $37,473$33,729
X-16 Total assetsStart of year $4,111,936$4,420,090
X-17 Accounts payable and accrued expensesStart of year $191,076$48,282
X-19 Deferred revenueStart of year $88,323$75,503
X-25 Other liabilitiesStart of year $17,594$14,114
X-26 Total liabilitiesStart of year $296,993$137,899
X-27 Net assets without donor restrictionsStart of year $3,814,943$4,282,191
X-32 Total net assets or fund balancesStart of year $3,814,943$4,282,191
X-33 Total liabilities and net assetsStart of year $4,111,936$4,420,090
Part XI · Reconciliation of net assets $4,282,191 net assets at year end
XI-1 Total revenue$977,772
XI-2 Total expenses$901,871
XI-3 Revenue less expenses$75,901
XI-4 Net assets at start of year$3,814,943
XI-5 Net unrealized gains (losses) on investments$391,347
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,282,191

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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