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Boyertown Area Multi-Service INC

Tax-deductible

Boyertown, PA501(c)(3) EIN 23-7289405Revenue $2.7M in FY2024

On file with the IRSboyertownareamulti-service.org200 W Spring St, 19512-1052 · Boyertown, PATax-exempt since Feb 1981Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Boyertown Area Multi-Service, INC is to provide resources and services to meet unfilled human and community needs in the greater Boyertown Area.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Run by 357 volunteers and 34 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · 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)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
2 of 5
filings with a surplus
Average deficit $41K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$90K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Plus $1.1M in investments, Pt X · Ln 11–13
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $56K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$86K
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
$2.7M
+35% vs prior year
Spent
$2.8M
To programs
86%
Net assets
$2.9M
By yearFY2020–FY2024
Revenue
$2.7M
FY2024▲ +35%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.7M
FY2021$2.6M
FY2022$2.3M
FY2023$2.0M
FY2024$2.7M
Expenses
$2.8M
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.2M
FY2021$2.4M
FY2022$2.4M
FY2023$2.6M
FY2024$2.8M
Net assets
$2.9M
FY2024▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.3M
FY2021$3.8M
FY2022$3.6M
FY2023$3.0M
FY2024$2.9M

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 Feb 1981.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $2.4M Management & general 10% · $268K Fundraising 5% · $135K

Form 990 Part IX, line 25, columns B–D. 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; $90K paid to officers and key staff.

Part VII, Section A · reportable compensation
Jocelyn Charles
Executive Director
$90,150Pt VII · Sec A
Jack Lignelli
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Thomas Blocher
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Ragesh Patel
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Matthew Hovey
1st Vice President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jocelyn Charles$90,150$90,736$74,463——
Rob Laubenheimer——$23,505$74,318$39,693

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.

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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 15aNo

Programs and updates

Offers resources and services to meet human and community needs.

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Provided by the organization

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3 programs · $2.4M · in their own filed words · FY2024
01

Case management is a resource for the community focused on assisting with the difficulties faced by individuals and families. Case managers provide assistance through internal services, programs, activities, and referrals for external resources.

$1.4Mprogram expense
02

The center at spring street provides adults 55 years of age and older with opportunities to socialize, meet new people and catch up with old friends, enjoy a delicious, nutritious hot meal, along with a variety of recreational, educational, and health and wellness programs and activities.

$728Kprogram expense
03

The richard j. Ricketts center is a hub of athletic, educational, recreational, and wellness activities focusing on youth programming and engagement for the pottstown community.

$256Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
United Way of Berks County INCFY2025$56K
Total grants receivedfrom 1 funder$56K
Grants paid · 5 grants · $221K · 2020–2024
Unitemized GrantFY2024$34,178
Unitemized GrantFY2023$48,427
Unitemized GrantFY2022$61,881
Unitemized GrantFY2021$46,814
Unitemized GrantFY2020$29,256

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.7M
Ln 12
Gifts and grantsLn 1h$1.8M
Fees for servicesLn 2g$800K
Investment incomeLn 3$46K
Money outPt IX
$2.8M
Ln 25
Programscol B$2.4M
Managementcol C$268K
Fundraisingcol D$135K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$273K
Total assetsLn 16$3.0M
LiabilitiesLn 26$86K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Government grantsLn 1e$20K
Noncash giftsLn 1g$851K
Fundraising eventsLn 1c$108K
Fees for servicesLn 2g$800K
Investment incomeLn 3$46K
Other incomeLn 4–11$29K
Gains on assetsLn 7$414
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$116K
SavingsLn 2$157K
Cash and savings togetherLn 1–2$273K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$1.5M
Other assetsLn 15$17K
Total assetsLn 16$3.0M
LiabilitiesLn 26$86K
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 534
VolunteersI 6357
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$338K$273K
InvestmentsLn 11–13$1.1M$1.1M
Land, buildings, equipmentLn 10c$1.6M$1.5M
Total assetsLn 16$3.1M$3.0M
LiabilitiesLn 26$84K$86K
Net assetsLn 32$3.0M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$868K$868K
Pay of current officers, directors and key staffLn 5$97K$39K$48K$10K
Other salaries and wagesLn 7$902K$672K$132K$98K
Other employee benefitsLn 9$124K$91K$20K$13K
Payroll taxesLn 10$80K$57K$14K$9K
Accounting feesLn 11c$12K$9K$3K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$11K$9K$2K$286
Advertising and promotionLn 12$2K$910$455$910
Office expensesLn 13$10K$9K$494$494
Information technologyLn 14$15K$2K$12K$739
OccupancyLn 16$81K$65K$16K
TravelLn 17$6K$6K
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$111K$111K
InsuranceLn 23$29K$23K$6K
Other expenses (24a–d)Ln 24$429K$414K$12K$3K
Total functional expensesLn 25$2.8M$2.4M$268K$135K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.7M$2.8M−$125K$2.9M 990 PDF
FY2023 $2.0M$2.6M−$647K$3.0M 990 PDF
FY2022 $2.3M$2.4M−$123K$3.6M 990 PDF
FY2021 $2.6M$2.4M$185K$3.8M 990 PDF
FY2020 $2.7M$2.2M$505K$3.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,656,150 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,119,763$1,781,462
I-9 Program service revenuePrior year $774,817$800,351
I-10 Investment incomePrior year $39,556$45,560
I-11 Other revenuePrior year $26,947$28,777
I-12 Total revenuePrior year $1,961,083$2,656,150
I-13 Grants and similar amounts paidPrior year $656,238$867,719
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,148,822$1,203,499
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $803,178$710,115
I-18 Total expensesPrior year $2,608,238$2,781,333
I-19 Revenue less expensesPrior year −$647,155−$125,183
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $2,656,150 across 12 lines filed
Lines not itemized here account for $28,922 of total revenue; see the IRS return.
VIII-1a Federated campaigns$70,385
VIII-1c Fundraising events$108,259
VIII-1e Government grants$20,250
VIII-1f All other contributions, gifts and grants$1,582,568
VIII-1g Noncash contributions (included above)$850,542
VIII-1h Total contributions, gifts and grants$1,781,462
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $800,351$800,351
VIII-3 Investment incomeExcluded from tax $45,146$45,146
VIII-6 Net rental income or lossExcluded from tax $7,050$7,050
VIII-7 Net gain or loss on sales of assetsExcluded from tax $414$414
VIII-8 Net income from fundraising eventsExcluded from tax −$7,195−$7,195
VIII-12 Total revenueRelated to mission $800,351 · Unrelated business $0 · Excluded from tax $74,337$2,656,150
Part IX · Statement of functional expenses $2,781,333 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $867,719$867,719
IX-5 Pay of current officers, directors and key staffPrograms $38,742 · Management $48,427 · Fundraising $9,685$96,854
IX-7 Other salaries and wagesPrograms $672,480 · Management $131,894 · Fundraising $97,762$902,136
IX-9 Other employee benefitsPrograms $91,177 · Management $19,734 · Fundraising $13,365$124,276
IX-10 Payroll taxesPrograms $57,290 · Management $14,309 · Fundraising $8,634$80,233
IX-11c Accounting feesPrograms $9,000 · Management $3,000$12,000
IX-11f Investment management feesManagement $1,704$1,704
IX-11g Other fees for servicesPrograms $9,258 · Management $1,658 · Fundraising $286$11,202
IX-12 Advertising and promotionPrograms $910 · Management $455 · Fundraising $910$2,275
IX-13 Office expensesPrograms $8,885 · Management $494 · Fundraising $494$9,873
IX-14 Information technologyPrograms $2,216 · Management $11,818 · Fundraising $739$14,773
IX-16 OccupancyPrograms $64,879 · Management $16,220$81,099
IX-17 TravelPrograms $6,290$6,290
IX-19 Conferences, conventions and meetingsPrograms $1,413$1,413
IX-22 Depreciation, depletion and amortizationPrograms $111,474$111,474
IX-23 InsurancePrograms $23,066 · Management $5,766$28,832
IX-24 Other expenses (24a–d)Programs $413,738 · Management $12,297 · Fundraising $3,145$429,180
IX-25 Total functional expensesPrograms $2,378,537 · Management $267,776 · Fundraising $135,020$2,781,333
Part X · Balance sheet $2,983,040 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $142,945$116,250
X-2 Savings and temporary cash investmentsStart of year $195,057$156,564
X-4 Accounts receivableStart of year $44,678$52,017
X-9 Prepaid expenses and deferred chargesStart of year $3,216$3,052
X-10c Land, buildings and equipment, netStart of year $1,615,576$1,535,122
X-12 Other securitiesStart of year $1,057,311$1,102,993
X-15 Other assetsStart of year $16,600$17,042
X-16 Total assetsStart of year $3,075,383$2,983,040
X-17 Accounts payable and accrued expensesStart of year $77,100$83,699
X-19 Deferred revenueStart of year $6,963$2,700
X-26 Total liabilitiesStart of year $84,063$86,399
X-27 Net assets without donor restrictionsStart of year $2,580,891$2,388,867
X-28 Net assets with donor restrictionsStart of year $410,429$507,774
X-32 Total net assets or fund balancesStart of year $2,991,320$2,896,641
X-33 Total liabilities and net assetsStart of year $3,075,383$2,983,040
Part XI · Reconciliation of net assets $2,896,641 net assets at year end
XI-1 Total revenue$2,656,150
XI-2 Total expenses$2,781,333
XI-3 Revenue less expenses−$125,183
XI-4 Net assets at start of year$2,991,320
XI-5 Net unrealized gains (losses) on investments$30,504
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,896,641

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

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