Civic Intelligence

Penn Foundation Inc.

990 • Fiscal year 2014 • EIN 23-1496225

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 30, 2015

807 Lawn Avenue PO Box 3218960

(215) 257-6551

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.42x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

63rd percentile

0.43x

Higher debt load relative to revenue than 63% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

50th percentile

2.8%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

71st percentile

$243,411

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

59th percentile

5.7%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$23,273,102

Up $1,257,311 (+5.7%) from 2013

Net Assets

Up

$13,429,639

Up $183,178 (+1.4%) from 2013

Liabilities

Up

$9,843,463

Up $1,074,133 (+12%) from 2013

Revenue

$22,812,443

No earlier filing loaded for comparison.

Expenses

Up

$22,163,680

Up $1,432,304 (+6.9%) from 2013

Net Income

$648,763

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $13,442,510Liabilities 2010: $7,289,565Net Assets 2010: $6,152,9452010Assets 2011: $13,692,357Liabilities 2011: $7,615,549Net Assets 2011: $6,076,8082011Assets 2012: $17,937,210Liabilities 2012: $8,034,454Net Assets 2012: $9,902,7562012Assets 2013: $22,015,791Liabilities 2013: $8,769,330Net Assets 2013: $13,246,4612013Assets 2014: $23,273,102Liabilities 2014: $9,843,463Net Assets 2014: $13,429,6392014Assets 2015: $23,115,615Liabilities 2015: $9,401,357Net Assets 2015: $13,714,2582015Assets 2016: $22,596,855Liabilities 2016: $8,632,020Net Assets 2016: $13,964,8352016Assets 2017: $22,926,095Liabilities 2017: $8,591,700Net Assets 2017: $14,334,3952017Assets 2018: $23,969,392Liabilities 2018: $9,132,992Net Assets 2018: $14,836,4002018Assets 2019: $24,707,042Liabilities 2019: $9,107,233Net Assets 2019: $15,599,8092019Assets 2020: $27,133,038Liabilities 2020: $12,620,397Net Assets 2020: $14,512,6412020Assets 2021: $26,556,017Liabilities 2021: $8,772,543Net Assets 2021: $17,783,4742021Assets 2022: $32,541,942Liabilities 2022: $12,022,607Net Assets 2022: $20,519,3352022Assets 2023: $28,473,669Liabilities 2023: $9,294,023Net Assets 2023: $19,179,6462023Assets 2024: $26,161,198Liabilities 2024: $11,580,340Net Assets 2024: $14,580,8582024

Highlighted filing

2014

Assets$23,273,102
Liabilities$9,843,463
Net Assets$13,429,639

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $20,404,3822010Expenses 2011: $20,551,5722011Expenses 2012: $21,687,6432012Expenses 2013: $20,731,3762013Revenue 2014: $22,812,443Expenses 2014: $22,163,680Net Income 2014: $648,7632014Revenue 2015: $23,294,918Expenses 2015: $23,013,133Net Income 2015: $281,7852015Revenue 2016: $23,697,271Expenses 2016: $23,435,734Net Income 2016: $261,5372016Revenue 2017: $25,427,446Expenses 2017: $25,072,869Net Income 2017: $354,5772017Revenue 2018: $26,986,440Expenses 2018: $26,493,653Net Income 2018: $492,7872018Revenue 2019: $27,724,012Expenses 2019: $26,969,116Net Income 2019: $754,8962019Revenue 2020: $27,700,736Expenses 2020: $28,697,305Net Income 2020: -$996,5692020Revenue 2021: $31,596,468Expenses 2021: $28,365,751Net Income 2021: $3,230,7172021Revenue 2022: $27,600,851Expenses 2022: $26,820,092Net Income 2022: $780,7592022Revenue 2023: $28,611,254Expenses 2023: $29,391,016Net Income 2023: -$779,7622023Revenue 2024: $30,316,572Expenses 2024: $33,234,593Net Income 2024: -$2,918,0212024

Highlighted filing

2014

Revenue$22,812,443
Expenses$22,163,680
Net Income$648,763
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 30, 2015
Return Version
2013v4.0
Gross Receipts
$23,190,269
Mission and Program Overview

Mission

To instill hope, inspire change, and build community. Our vision we believe in the resilience of the human spirit. We dedicate ourselves to the provision of superior behavioral, developmental, and physical healthcare that is individual and family centered, accessible and equitable. We compassionately support the ability of every individual to fully realize their emotional, physical, and spiritual potential. We aspire to better serve our community through an integrated model of coordinated and cost-efficient care. We seek to innovate and collaborate with organizations that share our mission and values. We promote the development of our staff by creating opportunities for achievement and advancement. We dedicate ourselves to these values: integrity--quality--responsiveness--respectfulness-our professional heritage

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,112,826$18,778,117▲ $665,291
Accounts Receivable$3,044,606$3,063,256▲ $18,650
Savings and Temporary Cash Investments$69,715$563,573▲ $493,858
Prepaid Expenses and Deferred Charges$132,469$200,791▲ $68,322
Cash and Non-Interest-Bearing Accounts$29,306$29,162▼ $144
Investments Other Securities$100$100→ $0
Total Assets$22,015,791$23,273,102▲ $1,257,311
Other Assets Total$626,769$638,103▲ $11,334
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,812,010$8,775,095▲ $963,085
Accounts Payable and Accrued Expenses$954,288$1,068,368▲ $114,080
Deferred Revenue$3,032--
Total Liabilities$8,769,330$9,843,463▲ $1,074,133
Net Assets / Fund Balance
Unrestricted Net Assets$13,004,778$13,132,816▲ $128,038
Temporarily Rstr Net Assets$241,683$296,823▲ $55,140
Total Net Assets Fund Balance$13,246,461$13,429,639▲ $183,178
Total Liabilities and Net Assets / Fund Balance$22,015,791$23,273,102▲ $1,257,311

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,749,079$3,211,111$20,960,190
Equipment$236,287$844,064$1,080,351
Other Land Buildings$562,353$377,241$939,594
Leasehold Improvements$70,209$95,028$165,237
Land$160,189-$160,189

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$203,134$596,273▲ $19,271$19,916$796,283
2012$203,858-▲ $2,153$2,209$203,134
2011$203,499-▲ $2,997$2,102$203,858
2010$198,682$4,647▲ $1,130$440$203,499
2009-$198,697▲ $14-$198,682
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher SquillarodoMedical DireFT$216,404$27,007$243,411
Christopher SquillarodoMedical Director-$216,404$11,237$243,411
Wayne Mugrauer CEOCEOFT$227,571$27,007$227,571
Wellesley BaileyPsychiatristFT$192,449$30,825$227,410
Diana KoziupaPsychiatristFT$186,148$30,825$216,973
Alan SofrankoPsychiatristFT$199,593$34,961$210,830
Cheryl Booker-carterPsychiatristPT$179,405-$179,405
Vernon H Kratz MdDirectorPT$147,453-$147,453
Francine Mellott CPACFOFT$118,124-$118,124

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Vernon Kratz MdPsychiatry-$147,453
Revenue and Support

Revenue Composition

Contributions and Grants
$876,681
Program Service Revenue
$21,714,992
Investment Income
$24,420
Other Revenue
$196,350
All Other Contributions
$677,182
Change in Net Assets
$648,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,812,443
Revenue Not Reported on Form 990
$62,386
Total Revenue per Audited Statements
$22,874,829
Total Revenue per Form 990
$22,812,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,884,331
Other Expenses$5,146,417
Total Fundraising Expense$192,105
Grants and Similar Amounts Paid$132,932
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,145,776$1,450,405$98,959$13,695,140
Other Employee Benefits$1,241,528$187,872$11,782$1,441,182
Payroll Taxes$874,085$121,090$6,477$1,001,652
All Other Expenses$532,895$162,444$30,569$725,908
Occupancy$628,142$85,919$1,858$715,919
Travel$558,424$15,305$568$574,297
Current Officers, Directors, Trustees, and Key Employees$376,186$172,414$22,757$571,357
Depreciation Depletion$433,647$113,982$4,132$551,761
Insurance$269,275$35,364$1,833$306,472
Office Expenses$262,589$31,560$6,715$300,864
Interest$128,150$98,589$1,471$228,210
Other Expenses$192,198$9,245$790$202,233
Pension Plan Contributions$151,892$21,927$1,181$175,000
Grants to Domestic Orgs$132,932--$132,932
Total Functional Expenses$19,289,178$2,682,397$192,105$22,163,680

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,163,680
Total Expenses per Audited Statements$22,163,680
Total Expenses per Form 990$22,163,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
01-0760254--Fund Future Programs$132,932
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,963
Fundraising Gross Income$10,666
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$119,696$10,666$35,400$-24,734
Total Events$119,696$10,666$38,963$-28,297
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Vernon Kratz MdBoard MemberPsychiatry ServicesNo$147,453
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A full copy of form 990, along with a narrative summary of the return, is distributed to each of the penn foundation inc's board of directors for individual review. Questions, comments or concerns are addressed with the cfo and/or ceo. Board members approve the tax return for filing based upon their review and resolution of any outstanding issues or questions.

Form 990, Page 6, Part VI, Line 12C

The board reviews expenses and if there was a conflict of interest it woul d be disclosed in the minutes and the board member would abstain from the discussion and voting on any issues where a conflict of interest arises. The conflict of interest statements are reviewed and signed off on by each of the board members annually.

Form 990, Page 6, Part VI, Line 15A

Each year in december, at the request of the board chair, the ceo performs a salary survey based on ceo compensation data gathered from 990 informat ion posted on the guidestar website for organizations similar in terms of line of business, annual revenues, and other demographics. This informati on is provided to the board chair to assist the board in determining appropriate ceo compensation. Also, the executive committee performs an annual ceo performance evaluation that is tied to the decision on salary. Documentation of the survey, evaluation and the board's approval of the annual ceo compnesation is kept on file with penn foundation's human resources director.

Form 990, Page 6, Part VI, Line 15B

For other officers or key employees, the ceo periodically requests the human resource director to perform salary surveys for like positions in similar organizations. Information may be gathered from trade associations, affiliates and published salary guides. Hr summarizes the findings and reviews with the ceo for making a determination of appropriate compensation levels for these employees.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
23-1496225
Phone
2152576551

Signing Officer

Name
Francine Mellott
Title
CFO
Phone
2152576551
Signed
2015-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Zook
Formed
1955
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
12
Employees
459
Volunteers
101

Preparer

Preparer
Cynthia R Bergvall CPA
Phone
2153432727
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To instill hope, inspire change, and build community. Our vision we believe in the resilience of the human spirit. We dedicate ourselves to the provision of superior behavioral, developmental, and physical healthcare that is individual and family centered, accessible and equitable. We compassionately support the ability of every individual to fully realize their emotional, physical, and spiritual potential. We aspire to better serve our community through an integrated model of coordinated and cost-efficient care. We seek to innovate and collaborate with organizations that share our mission and values. We promote the development of our staff by creating opportunities for achievement and advancement. We dedicate ourselves to these values: integrity--quality--responsiveness--respectfulness-our professional heritage

Form 990, Page 2, Part III, Line 4A

Rehabilitation, offering a multidisciplinary team of professionals that works together to provide highly individualized treatment, outreach, rehabilitation, and support services in individuals' homes and communities. Adult participants in this program have a serious mental illness and reside in northern montgomery county. They may present with co-occurring mental health and substance use issues as well as multiple psychiatric hospitalizations. Forensic assertive community treatment (fact) offers the same services as act (described above) to residents of upper bucks county and the lansdale, souderton, and telford areas of montgomery county. Admission requirements for bucks county residents include involvement with the legal system or time spent in bucks county prison.

Form 990, Page 2, Part III, Line 4B

A day program providing intensive, structured treatment for 30 hours per week; inpatient, a 43-bed on-site unit offering detoxification and rehabilitation in a structured environment (increased to 55 beds in 2014- 2015) ; and mobile engagement services, a mobile outreach service in which therapists work with the family, employer, school, and other concerned parties to engage individuals who are resistant to treatment, meeting with them in the home and other non-traditional locations. In 2012, the moyer foundation partnered with penn foundation to offer camp mariposa, an overnight weekend camp for youth ages 9 through 12 who are living with addiction in their families. Campers have opportunities to learn about the disease of addiction and its impact on the family, techniques for coping with a loved one's addiction, tips for prevention, and available resources that they can turn to for help. Campers are also able to participate in selected organized activities such as crafts, sports, water activities, and adventure education. Sessions are held once every other month for ongoing and consistent education and support.

Form 990, Page 2, Part III, Line 4C

Child through intensive interactions and active involvement of all resources and supports in the child's life (i.e. Family, school, church, etc.) services include one-on-one interventions in the home and community settings, behavioral consultations, mobile therapy, play therapy, creative arts therapy, psycho-education, and school-based interventions. Designed to bring the classic summer camp experience to children who typically would not have the opportunity, camp courage is a four-week camp for children with mental health or developmental disorders. Camp courage uses a high staff-to-camper ratio (3:1) and therapeutic support in an outdoor setting to enhance the child's personal development and to create opportunities for socialization, belonging, mastery, independence, and generosity. This added support allows our campers to have a very positive and successful camp experience. In july 2013, 22 children attended at least one week of camp. Family based services provides 32 weeks of intensive community and home- based therapy and support for children and adolescents (up to age 21) with emotional and behavioral problems and their families. Children and adolescents in this program are typically at-risk for out-of-home placement. Services focus on working with the family to successfully maintain the child in the home. Interventions include in-home therapy, casework services, family support services, and 24/7 crisis management. The autism support center provides comprehensive developmental assessments for children, ages birth to 10, with communicating, relating, and learning challenges often manifested through behavior. It also provides information and referral services for the community. Children's school based works with the pennridge school district to provide group sessions at the district's four secondary schools for students who demonstrate at-risk behaviors or emotional issues. Referrals to other resources for children and/or families are also provided. Children's school-based counseling offers in-school outpatient treatment at two pennridge elementary schools and one quakertown elementary school. A mental health professional is available at each school one day a week to provide assessments and counseling for children identified by school personnel as having behavioral or emotional difficulties. Parents or guardians of identified children are included in the treatment interventions. Student assistance program (sap) partners with four area school districts- quakertown, palisades, pennridge, and souderton-to identify students "at risk" for developing emotional, mental health, and/or substance use problems; provides assessments; and, as needed, refers students and their families to treatment services. Early intervention supports coordination is designed to help families with children, ages birth to three, with developmental delays. Services, which include assessment, treatment planning, referral, and coordination of services, are individualized based upon the unique needs of each child and the child's family and are provided in the child's home, daycare center, or other settings familiar to the family. Staff members work with each family to provide them with strategies and ideas that they can easily incorporate into their child's existing routines.

Form 990, Page 2, Part III, Line 4D

Hospital services emergency services offers assessments, supportive problem solving strategies, and direct linkages to all levels of treatment for mental health and substance use emergencies. Our trained professionals are available daily from 7:00 am until 11:00 pm. The crisis line is available 24 hours a day, 7 days a week to provide support to the community. Consultation services provides psychiatric evaluations and support to medical service inpatients in a hospital setting. Chaplaincy services offers spiritual support and guidance to patients at grand view hospital and their families. The chaplains make daily rounds in the intensive care, oncology, and telemetry units. During the 2013-2014 fiscal year, approximately 4,500 individuals received 6,800 hospital services. Id supports coordination services intellectual disabilities supports coordination locates, coordinates, and monitors services and resources for adults and children with intellectual disabilities. This service aims to educate clients and their families about available resources and empower them to make decisions regarding their care and everyday lives in the community. During 2013-2014, nearly 700 clients received approximately 28,000 services. Mental health navigation case management services peer support is a unique program partnering certified peer specialists with individuals receiving behavioral health services who desire such mentoring as a key intervention in their recovery. In 2013-2014, over 90 clients received 4,500 peer support services. Peer support facilitates empowerment and self-determination in a variety of ways, including but not limited to, advocacy, psychoeducation, exposure to/development of natural supports, community integration opportunities, and skill acquisition as it pertains to the recovery of meaningful daily activity and community roles. Mental health case management helps individuals and families in choosing, locating, and accessing community resources such as housing, financial benefits, employment, and educational opportunities, etc. To further their recovery. In 2013-2014, over 900 clients received over 24,500 mental health case management hours of service. There are two levels of assistance - administrative case management and blended case management. Administrative case management provides short-term assistance to adults and children in accessing community resources such as low-income housing, financial entitlements, vocational rehabilitation services, and support groups. This program also monitors and assists with the implementation of aftercare planning with people receiving inpatient care at area state and community hospitals and residential treatment facilities. Blended case management/recovery coaching provides longer term assistance to children, young adults, and adults with serious mental health or co- occurring mental health and substance use disorders in maximizing their potential for independent community living, improved educational/vocational status, increased social support networks, and reduced psychiatric hospitalizations. Individuals registered with blended case management have contact with their case manager/recovery coach based on their level of need. The minimum level of contact is once every 30 days but may be more frequent depending on the individual's needs/wishes for assistance. Blended case management also offers a 24-hour, 7 days-a-week coverage on-call schedule to support individuals who are in crisis. Health connections helps individuals to improve their physical and behavioral health care by working as a team with their primary care practitioner (pcp), their other physical and behavioral health care providers, and their physical and behavioral health care plans. Participants work closely with a nurse navigator and behavioral health navigator who ensure communication across healthcare providers, provide health and wellness education, and assist in accessing needed health services. In 2013-2014, nearl

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The earnings on the endowment funds are used by the related organization, penn foundation trust in its support of penn foundation inc.

Schedule D, Page 3, Part X

Penn foundation follows the accounting guidance for uncertainty in income taxes using the financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more likely than not the position will be sustained upon examination of the tax authorities. The organization believes it has support for the income tax positions taken on its tax returns. The organization's open tax audit periods are june 30, 2011 to 2013. As of june 30, 2014, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.

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IRS990/Desc0MENTAL HEALTH SERVICES DURING THE 2013-2014 FISCAL YEAR, PENN FOUNDATION'S MENTAL HEALTH PROGRAMS PROVIDED APPROXIMATELY 108,000 SERVICES TO NEARLY 6,100 CLIENTS. MENTAL HEALTH OUTPATIENT SERVICES PROVIDES COMPREHENSIVE EVALUATIONS, COUNSELING, AND MEDICATION MANAGEMENT FOR INDIVIDUALS, COUPLES, AND FAMILIES PRESENTING WITH MENTAL HEALTH AND CO-OCCURRING MENTAL HEALTH AND SUBSTANCE USE DISORDERS. ASSERTIVE COMMUNITY TREATMENT (ACT) BLENDS THE DISCIPLINES OF PSYCHIATRY, PSYCHOLOGY, NURSING, ADDICTION, SOCIAL WORK, AND PSYCHOSOCIAL REHABILITATION, OFFERING A MULTIDISCIPLINARY TEAM OF PROFESSIONALS THAT WORKS TOGETHER TO PROVIDE HIGHLY INDIVIDUALIZED TREATMENT, OUTREACH, REHABILITATION, AND SUPPORT SERVICES IN INDIVIDUALS' HOMES AND COMMUNITIES. ADULT PARTICIPANTS IN THIS PROGRAM HAVE A SERIOUS MENTAL ILLNESS AND RESIDE IN NORTHERN MONTGOMERY COUNTY. THEY MAY PRESENT WITH CO-OCCURRING MENTAL HEALTH AND SUBSTANCE USE ISSUES AS WELL AS MULTIPLE PSYCHIATRIC HOSPITALIZATIONS. FORENSIC ASSERTIVE COMMUNITY TREATMENT (FACT) OFFERS THE SAME SERVICES AS ACT (DESCRIBED ABOVE) TO RESIDENTS OF UPPER BUCKS COUNTY AND THE LANSDALE, SOUDERTON, AND TELFORD AREAS OF MONTGOMERY COUNTY. ADMISSION REQUIREMENTS FOR BUCKS COUNTY RESIDENTS INCLUDE INVOLVEMENT WITH THE LEGAL SYSTEM OR TIME SPENT IN BUCKS COUNTY PRISON.
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IRS990/MissionDesc0TO INSTILL HOPE, INSPIRE CHANGE, AND BUILD COMMUNITY. OUR VISION WE BELIEVE IN THE RESILIENCE OF THE HUMAN SPIRIT. WE DEDICATE OURSELVES TO THE PROVISION OF SUPERIOR BEHAVIORAL, DEVELOPMENTAL, AND PHYSICAL HEALTHCARE THAT IS INDIVIDUAL AND FAMILY CENTERED, ACCESSIBLE AND EQUITABLE. WE COMPASSIONATELY SUPPORT THE ABILITY OF EVERY INDIVIDUAL TO FULLY REALIZE THEIR EMOTIONAL, PHYSICAL, AND SPIRITUAL POTENTIAL. WE ASPIRE TO BETTER SERVE OUR COMMUNITY THROUGH AN INTEGRATED MODEL OF COORDINATED AND COST-EFFICIENT CARE. WE SEEK TO INNOVATE AND COLLABORATE WITH ORGANIZATIONS THAT SHARE OUR MISSION AND VALUES. WE PROMOTE THE DEVELOPMENT OF OUR STAFF BY CREATING OPPORTUNITIES FOR ACHIEVEMENT AND ADVANCEMENT. WE DEDICATE OURSELVES TO THESE VALUES: INTEGRITY--QUALITY--RESPONSIVENESS--RESPECTFULNESS-OUR PROFESSIONAL HERITAGE
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IRS990/ProgSrvcAccomActy2Grp/Desc0DRUG AND ALCOHOL SERVICES PENN FOUNDATION'S JOHN W. AND EMILY CLEMENS RECOVERY CENTER OFFERS A COMPREHENSIVE CONTINUUM OF SERVICES FOR DRUG AND ALCOHOL DISORDERS, INCLUDING PERSONS WITH CO-OCCURRING PSYCHIATRIC DISORDERS. DURING FISCAL YEAR 2013-2014, NEARLY 39,000 SERVICES WERE PROVIDED TO APPROXIMATELY 2,700 INDIVIDUALS. THE RECOVERY CENTER OFFERS GENERAL OUTPATIENT SERVICES, WHICH INCLUDES INDIVIDUAL, FAMILY, AND GROUP COUNSELING; INTENSIVE OUTPATIENT SERVICES (IOP), WHICH INVOLVES INDIVIDUAL AND GROUP COUNSELING FOR UP TO NINE HOURS PER WEEK, EITHER DURING BUSINESS HOURS OR IN THE EVENING; PARTIAL HOSPITAL, A DAY PROGRAM PROVIDING INTENSIVE, STRUCTURED TREATMENT FOR 30 HOURS PER WEEK; INPATIENT, A 43-BED ON-SITE UNIT OFFERING DETOXIFICATION AND REHABILITATION IN A STRUCTURED ENVIRONMENT (INCREASED TO 55 BEDS IN 2014- 2015) ; AND MOBILE ENGAGEMENT SERVICES, A MOBILE OUTREACH SERVICE IN WHICH THERAPISTS WORK WITH THE FAMILY, EMPLOYER, SCHOOL, AND OTHER CONCERNED PARTIES TO ENGAGE INDIVIDUALS WHO ARE RESISTANT TO TREATMENT, MEETING WITH THEM IN THE HOME AND OTHER NON-TRADITIONAL LOCATIONS. IN 2012, THE MOYER FOUNDATION PARTNERED WITH PENN FOUNDATION TO OFFER CAMP MARIPOSA, AN OVERNIGHT WEEKEND CAMP FOR YOUTH AGES 9 THROUGH 12 WHO ARE LIVING WITH ADDICTION IN THEIR FAMILIES. CAMPERS HAVE OPPORTUNITIES TO LEARN ABOUT THE DISEASE OF ADDICTION AND ITS IMPACT ON THE FAMILY, TECHNIQUES FOR COPING WITH A LOVED ONE'S ADDICTION, TIPS FOR PREVENTION, AND AVAILABLE RESOURCES THAT THEY CAN TURN TO FOR HELP. CAMPERS ARE ALSO ABLE TO PARTICIPATE IN SELECTED ORGANIZED ACTIVITIES SUCH AS CRAFTS, SPORTS, WATER ACTIVITIES, AND ADVENTURE EDUCATION. SESSIONS ARE HELD ONCE EVERY OTHER MONTH FOR ONGOING AND CONSISTENT EDUCATION AND SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04800070
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05912987
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILDREN'S SERVICES THROUGH ITS PROGRAMS FOR CHILDREN AND ADOLESCENTS, PENN FOUNDATION PROVIDED NEARLY 30,000 SERVICES TO NEARLY 800 CHILDREN AND ADOLESCENTS DURING THE 2013-2014 FISCAL YEAR. WRAP AROUND (BEHAVIORAL HEALTH REHABILITATION SERVICES) IS A COMMUNITY- BASED EMPOWERMENT APPROACH FOR FAMILIES OF CHILDREN AND ADOLESCENTS (BIRTH TO 21 YEARS OF AGE) WITH EMOTIONAL AND/OR BEHAVIORAL DIFFICULTIES. THIS PROGRAM PROVIDES INDIVIDUALIZED, INTENSIVE COUNSELING AND BEHAVIORAL MANAGEMENT SERVICES FOR 1-2 YEARS. THE ULTIMATE GOAL IS TO STABILIZE THE CHILD THROUGH INTENSIVE INTERACTIONS AND ACTIVE INVOLVEMENT OF ALL RESOURCES AND SUPPORTS IN THE CHILD'S LIFE (I.E. FAMILY, SCHOOL, CHURCH, ETC.) SERVICES INCLUDE ONE-ON-ONE INTERVENTIONS IN THE HOME AND COMMUNITY SETTINGS, BEHAVIORAL CONSULTATIONS, MOBILE THERAPY, PLAY THERAPY, CREATIVE ARTS THERAPY, PSYCHO-EDUCATION, AND SCHOOL-BASED INTERVENTIONS. DESIGNED TO BRING THE CLASSIC SUMMER CAMP EXPERIENCE TO CHILDREN WHO TYPICALLY WOULD NOT HAVE THE OPPORTUNITY, CAMP COURAGE IS A FOUR-WEEK CAMP FOR CHILDREN WITH MENTAL HEALTH OR DEVELOPMENTAL DISORDERS. CAMP COURAGE USES A HIGH STAFF-TO-CAMPER RATIO (3:1) AND THERAPEUTIC SUPPORT IN AN OUTDOOR SETTING TO ENHANCE THE CHILD'S PERSONAL DEVELOPMENT AND TO CREATE OPPORTUNITIES FOR SOCIALIZATION, BELONGING, MASTERY, INDEPENDENCE, AND GENEROSITY. THIS ADDED SUPPORT ALLOWS OUR CAMPERS TO HAVE A VERY POSITIVE AND SUCCESSFUL CAMP EXPERIENCE. IN JULY 2013, 22 CHILDREN ATTENDED AT LEAST ONE WEEK OF CAMP. FAMILY BASED SERVICES PROVIDES 32 WEEKS OF INTENSIVE COMMUNITY AND HOME- BASED THERAPY AND SUPPORT FOR CHILDREN AND ADOLESCENTS (UP TO AGE 21) WITH EMOTIONAL AND BEHAVIORAL PROBLEMS AND THEIR FAMILIES. CHILDREN AND ADOLESCENTS IN THIS PROGRAM ARE TYPICALLY AT-RISK FOR OUT-OF-HOME PLACEMENT. SERVICES FOCUS ON WORKING WITH THE FAMILY TO SUCCESSFULLY MAINTAIN THE CHILD IN THE HOME. INTERVENTIONS INCLUDE IN-HOME THERAPY, CASEWORK SERVICES, FAMILY SUPPORT SERVICES, AND 24/7 CRISIS MANAGEMENT. THE AUTISM SUPPORT CENTER PROVIDES COMPREHENSIVE DEVELOPMENTAL ASSESSMENTS FOR CHILDREN, AGES BIRTH TO 10, WITH COMMUNICATING, RELATING, AND LEARNING CHALLENGES OFTEN MANIFESTED THROUGH BEHAVIOR. IT ALSO PROVIDES INFORMATION AND REFERRAL SERVICES FOR THE COMMUNITY. CHILDREN'S SCHOOL BASED WORKS WITH THE PENNRIDGE SCHOOL DISTRICT TO PROVIDE GROUP SESSIONS AT THE DISTRICT'S FOUR SECONDARY SCHOOLS FOR STUDENTS WHO DEMONSTRATE AT-RISK BEHAVIORS OR EMOTIONAL ISSUES. REFERRALS TO OTHER RESOURCES FOR CHILDREN AND/OR FAMILIES ARE ALSO PROVIDED. CHILDREN'S SCHOOL-BASED COUNSELING OFFERS IN-SCHOOL OUTPATIENT TREATMENT AT TWO PENNRIDGE ELEMENTARY SCHOOLS AND ONE QUAKERTOWN ELEMENTARY SCHOOL. A MENTAL HEALTH PROFESSIONAL IS AVAILABLE AT EACH SCHOOL ONE DAY A WEEK TO PROVIDE ASSESSMENTS AND COUNSELING FOR CHILDREN IDENTIFIED BY SCHOOL PERSONNEL AS HAVING BEHAVIORAL OR EMOTIONAL DIFFICULTIES. PARENTS OR GUARDIANS OF IDENTIFIED CHILDREN ARE INCLUDED IN THE TREATMENT INTERVENTIONS. STUDENT ASSISTANCE PROGRAM (SAP) PARTNERS WITH FOUR AREA SCHOOL DISTRICTS- QUAKERTOWN, PALISADES, PENNRIDGE, AND SOUDERTON-TO IDENTIFY STUDENTS "AT RISK" FOR DEVELOPING EMOTIONAL, MENTAL HEALTH, AND/OR SUBSTANCE USE PROBLEMS; PROVIDES ASSESSMENTS; AND, AS NEEDED, REFERS STUDENTS AND THEIR FAMILIES TO TREATMENT SERVICES. EARLY INTERVENTION SUPPORTS COORDINATION IS DESIGNED TO HELP FAMILIES WITH CHILDREN, AGES BIRTH TO THREE, WITH DEVELOPMENTAL DELAYS. SERVICES, WHICH INCLUDE ASSESSMENT, TREATMENT PLANNING, REFERRAL, AND COORDINATION OF SERVICES, ARE INDIVIDUALIZED BASED UPON THE UNIQUE NEEDS OF EACH CHILD AND THE CHILD'S FAMILY AND ARE PROVIDED IN THE CHILD'S HOME, DAYCARE CENTER, OR OTHER SETTINGS FAMILIAR TO THE FAMILY. STAFF MEMBERS WORK WITH EACH FAMILY TO PROVIDE THEM WITH STRATEGIES AND IDEAS THAT THEY CAN EASILY INCORPORATE INTO THEIR CHILD'S EXISTING ROUTINES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02295659
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02446415

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.2$11.6$14.6$30.3$33.2$2.92
2023Detailed filing. Detailed filing data is available for this year.$28.5$9.29$19.2$28.6$29.4$0.78
2022Detailed filing. Detailed filing data is available for this year.$32.5$12.0$20.5$27.6$26.8$0.78
2021Detailed filing. Detailed filing data is available for this year.$26.6$8.77$17.8$31.6$28.4$3.23
2020Detailed filing. Detailed filing data is available for this year.$27.1$12.6$14.5$27.7$28.7$1.00
2019Detailed filing. Detailed filing data is available for this year.$24.7$9.11$15.6$27.7$27.0$0.75
2018Detailed filing. Detailed filing data is available for this year.$24.0$9.13$14.8$27.0$26.5$0.49
2017Detailed filing. Detailed filing data is available for this year.$22.9$8.59$14.3$25.4$25.1$0.35
2016Detailed filing. Detailed filing data is available for this year.$22.6$8.63$14.0$23.7$23.4$0.26
2015Detailed filing. Detailed filing data is available for this year.$23.1$9.40$13.7$23.3$23.0$0.28
2014Detailed filing. Detailed filing data is available for this year.$23.3$9.84$13.4$22.8$22.2$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$8.77$13.2$20.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$8.03$9.90$21.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$7.62$6.08$20.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$7.29$6.15$20.4