Penn Foundation Inc

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network.the organization's form 990 reflects no top five independent contractors for services and reports that no forms 1099 were filed with the internal revenue service ("irs"). St. Luke's hospital of bethlehem, pennsylvania, a related internal revenue code section 501(c)(3) tax-exempt organization pays all outstanding accounts payable invoices on behalf of this organization. In conjunction with this service, st. Luke's hospital of bethlehem, pennsylvania also prepares and issues forms 1099 to these vendors receiving payments where applicable and files these forms 1099 with the irs. St. Luke's hospital of bethlehem, pennsylvania allocates these payments to the organization via an intercompany account. In addition, this organization's form 990 reflects no compensated individuals from this entity. St. Luke's hospital of bethlehem, pennsylvania issues forms w-2 to individuals who provide services at penn foundation inc., and files the applicable forms with the internal revenue service. St. Luke's hospital of bethlehem, pennsylvania allocates these payments to this organization via an intercompany account.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Serves as the parent organization of the network. St. Luke's health network, inc. And st. Luke's hospital of bethlehem, pennsylvania; both related internal revenue code section 501(c)(3) tax-exempt organizations within the network, provide various corporate related services and/or provide clinical and support personnel to various network entities; including this organization. The services may include, but are not limited to, executive, legal and risk management, compliance and governance, human resources and finance (accounting, payroll, accounts payable) as well as clinical and support personnel. The costs associated with these services are paid for by st. Luke's hospital of bethlehem, pennsylvania; a related internal revenue code section 501(c)(3) tax-exempt organization. St. Luke's hospital of bethlehem, pennsylvania allocates a portion of the costs for these corporate services to various network entities subject to approval by st. Luke's health network. In addition, the st. Luke's health network, inc. Senior management personnel reported on their respective parent form 990 are issued forms w-2 from st. Luke's hospital of bethlehem, pennsylvania.”

“St. Luke's health network, inc. Is the sole member of this organization. St. Luke's health network, inc. Has the right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. The organization's federal form 990 was provided to each voting member of the organization's governing body (its board of trustees) prior to the filing with the internal revenue service ("irs"). In addition, the st. Luke's university health network finance committee was updated as to this organization's current year form 990 prior to filing. St. Luke's health network, inc. Board of trustees has delegated to the finance committee the responsibility to oversee and coordinate the federal form 990 preparation and filing process for the tax-exempt affiliates of the network. As part of the organization's federal form 990 tax return preparation process the organization hired a professional certified public accounting ("cpa") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with the network's finance personnel, including its senior vice president of finance, vice president of finance, director of accounting and various other network individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to the network's internal working group for their review. The network's internal working group reviewed the draft federal form 990 and discussed questions and comments with the cpa firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to the network's internal working group for final review and approval prior to presentation of the federal form 990 to the members of the st. Luke's health network, inc. Finance committee. Thereafter, the final federal form 990 was provided to each voting member of the organization's governing body prior to filing with the irs.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. The network has a written conflict of interest policy and regularly monitors and enforces compliance with that policy. The policy requires that a conflict-of-interest disclosure form consistent with best governance practices and internal revenue service guidelines be circulated to officers, trustees, board committee members and senior management annually. The network's compliance department, including its corporate compliance officer and senior vice president/general counsel, assume responsibility for the completion of the conflict-of-interest questionnaires and enforcement with the policy. If a trustee discloses an interest that could give rise to a conflict, the trustee's potential conflict may be disclosed to the organization's governing body, which evaluates the conflict and its potential impact on the trustee's participation on the board. After consultation and discussion, the board of trustees may take action, if appropriate and necessary, to address any such conflict in a manner consistent with the network's conflict of interest policy.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. Compensation review executive compensation for the network consists of fixed salary, at-risk compensation and other deferred compensation arrangements. Total compensation for network executives is approved annually by the network's board of trustees. The recommended compensation is established through a multi-faceted approach including use of an independent consultant engaged on an ongoing basis by the board of trustees and who works directly with the executive compensation committee of the board. Also included is the review of forms 990 and compensation surveys of other comparable healthcare organizations.”

“The organization's filed certificate of incorporation and any amendments can be obtained and reviewed through the commonwealth of pennsylvania.”

“Core form, part vii and schedule j reflect certain individuals and officers receiving compensation and benefits from a related organization. Please note this remuneration was for services rendered as full-time employees of this organization or a related organization and not for services rendered as a voting member or officer of this organization's board of trustees.”

“Dennis d. Pfleiger, jr. Serves as a voting member of this organization's board of trustees; and uncompensated position. In addition, frank ford also served as a voting member of this organization's board of trustees through january 1, 2024. These individuals are not compensated for serving as voting members of the organization's governing body. Scott r. Wolfe is the chief financial officer of the network. He is included within core form, part vii of this form 990 because he served as the top financial official of the network during the year ended june 30, 2024. Mr. Pfleiger, mr. Ford and mr. Wolfe receive a federal form w-2 from st. Luke's hospital of bethlehem pennsylvania; a related internal revenue code section 501(c)(3) tax-exempt organization. Mr. Ford and mr. Wolfe's reportable compensation, retirement/other deferred compensation and non-taxable benefits are reported within core form, part vii and schedule j of the st. Luke's health network, inc. (ein: 23-2384282) federal form 990. Please refer to the st. Luke's health network, inc. Federal form 990 for this information. Mr. Pfleiger's reportable compensation, retirement/other deferred compensation and non-taxable benefits are reported within core form, part vii and schedule j of the st. Luke's quakertown hospital. (ein: 23-1352203) federal form 990. Please refer to the st. Luke's quakertown hospital federal form 990 for this information.”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. Certain board of trustee members and officers listed on core form, part vii and schedule j of this form 990 may hold similar positions with both this organization and other affiliates within the network. The hours shown on this form 990 for board members who receive no compensation for services rendered in a non-board capacity, represents the estimated hours devoted per week for this organization. To the extent these individuals serve as a member of the board of trustees of other related organizations within the network, their respective hours per week per organization are approximately the same as reflected on core form, part vii of this form 990. The hours reflected on core form, part vii of this form 990, for individuals who receive compensation for services rendered in a non-board capacity, paid officers and key employees, reflect total hours worked per week on behalf of the network; not solely this organization.”

“Penn Foundation, Inc. (D.B.A St. Luke's Penn Foundation) is recognized by the Internal Revenue Service (IRS) as an internal revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, St. Luke's Penn Foundation operates its campus in Sellersville, Bucks County as a community-based behavioral health provider with 25 mental health and substance use treatment programs that serve individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In fiscal year 2023-2024 (FY 24), St. Luke's Penn Foundation served approximately 10,770 individuals and delivered 168,992 services. St. Luke's Penn Foundation also contracted with 85 businesses to provide their Employee Assistance Program (EAP). Approximately, 876 employees used the EAP service, and the team provided more than 3341.25 service hours of trainings, counseling, incident debriefings, and other consultative services. St. Luke's Penn Foundation manages the community petition site for crisis services for Bucks County, Pennsylvania. The petition site is located at St. Luke's Upper Bucks Campus (3000 St. Luke's Drive, Quakertown, PA 18951). St. Luke's Penn Foundation staff deliver crisis services in the Emergency Department at this campus. Additionally, a crisis line is available 24 hours a day, 7 days a week at 215-257-6551. Mission ======= St. Luke's Penn Foundation, as part of the St. Luke's University Health Network, works to offer hope, recovery, and wellness as we provide compassionate, high quality, cost-effective mental health and substance use treatment to residents of the communities we serve, regardless of race, color, creed, sex, national origin, religion or ability to pay. St. Luke's Penn Foundation is committed to excellence. Our clinical and administrative staff are dedicated to the provision of superior behavioral, developmental, and physical healthcare that is individualized and family centered, accessible and equitable. We compassionately support the ability of every individual to fully realize their emotional, physical, and spiritual potential. We promote the development of our staff by creating opportunities for education, achievement, and advancement. The mission will be accomplished by the following: - Making the client our highest priority. - Promoting healthy lifestyles and continuously improving care provided. - Coordinating and integrating services into a seamless, easily accessible system of care. - Improving the level of service provided throughout the network. - Ensuring all health care services are relevant to the needs of the community. - Striving to maximize the satisfaction of our patients, employees, medical staff, and volunteers. - Training allied health professionals, nursing and medical students, and residents and fellows and attracting them to practice within our network's service area. As a merged entity within the St. Luke's Network, St. Luke's Penn Foundation is part of one of the largest non-profit networks of inpatient and outpatient behavioral health services in eastern Pennsylvania and northern New Jersey. Together, our combined services establish a comprehensive continuum of care to treat patients with mental health and substance use disorders. St. Luke's Penn Foundation is an Aetna Institute of Quality and an Independence Blue Cross Center of Distinction. Investing in prevention education and serving as a community resource is a vital part of our programming. In fiscal year 2023-2024, St. Luke's Penn Foundation delivered 93 in-school presentations to more than 3,000 students in 12 schools throughout the Central Bucks, Palisades, Pennridge, Quakertown, Souderton, and Upper Perk school districts. St. Luke's Penn Foundation also provided 24 education presentations to nearly more than 1,300 community members on topics such as mental health, substance use, overdose prevention, recovery, and harm reduction. Additionally, St. Luke's Penn Foundation's”

“In the second year of a two-year, $3.9 million grant from the Substance Abuse and Mental Health Services Administration (SAMHSA) to implement the Certified Community Behavioral Health Clinic (CCBHC) model of care delivery, we made significant strides in expanding outreach, training staff, and connecting individuals to treatment. Highlights include the expansion of the Advisory Council, which is now 67% comprised of clients or family members of clients; outreach to 738 unique individuals to provide information about available programs and provide screenings around trauma and suicide risk; connection of 811 individuals to care with support from Navigation Services; and training of staff on topics including trauma, suicide prevention, care management for physical health, leadership, and culturally competent care for veterans and active-duty military personnel; and more. This year, we also received a $25,000 grant from Bucks County Drug & Alcohol Commission as part of its Opioid Settlement Funds to run a No Stigma campaign throughout Bucks County. The purpose of this campaign was to help connect individuals to treatment and reduce the stigma around addiction. St. Luke's Penn Foundation's Overview of Programs ------------------------------------------------- The broad continuum of care provided through the numerous programs identified below, along with community and health system partnerships, ensure comprehensive mental health care for the local community. The Mental Health Outpatient program 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) is a person-centered approach to care for adults 18 years of age and older who have a severe mental illness. By blending the disciplines of psychiatry, psychology, nursing, addiction, social work and psychosocial rehabilitation, the program offers a multidisciplinary team of professionals that works together to provide highly individualized treatment, outreach, rehabilitation, and support services in individuals' homes and communities. St. Luke's Penn Foundation operates three ACT teams: one in Sellersville (Bucks County), one in Pottstown (Montgomery County), and one in Exton (Chester County. Support is available 24 hours a day, 7 days a week. The ACT team in Sellersville serves 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. The Recovery Center offers a comprehensive continuum of inpatient and outpatient drug and alcohol services. The 55-bed onsite inpatient unit offers detoxification and rehabilitation in a structured environment. Outpatient options include general outpatient (individual, family, and group counseling), Intensive Outpatient Services (IOP), which involves individual and group counseling up to nine hours per week, and Mobile Engagement Services, a community-based addiction intervention service for individuals and families who fail to access or respond to traditional drug and alcohol treatment. The Warm Hand-Off program in Montgomery County and the BCARES (Bucks County Connect Assess Refer Engage Support) program in Bucks County operate in partnership with our county drug and alcohol agencies. The programs are designed to create support for overdose survivors presenting to the local emergency departments. A dedicated rapid access team works to connect individuals to treatment and to support their family members. St. Luke's Penn Foundation operates the Warm Hand-Off program at Abington Hospital - Jefferson Health and Abington-Lansdale Hospital and the BCARES program at Grand View Health, Doylestown Health, and St. Luke's Upper Bucks Campus. Camp Crossroads is an addiction prevention program for youth ages 9 throug”

“Penn Villa is an integrated community providing housing support for adults with major mental illnesses and adults with co-occurring mental illnesses and substance abuse disorders. Within a caring community of current tenants, alumni, and committed staff, independence, personal growth, and holistic recovery are facilitated. Penn Villa serves eight individuals in its group home and 15 individuals within five townhomes. Penn Villa is an integrated community providing housing support for adults with major mental illnesses and adults with co-occurring mental illnesses and substance abuse disorders. Within a caring community of current tenants, alumni, and committed staff, independence, personal growth, and holistic recovery are facilitated. Penn Villa serves eight individuals in its group home and 15 individuals within five townhomes. The Village of Hope is a temporary housing program for homeless adults in Bucks County who have been diagnosed with both a mental health and substance abuse disorder. The goal of the program is to provide a supportive, recovery-oriented environment for those who voluntarily wish to recover from substance abuse and mental health issues. Residents learn skills necessary for successful re-entry into the mainstream of life. Two houses - one for men and one for women - each serve up to eight individuals and offer 24/7 staff support. 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. Early Intervention services are designed to help families with children, from birth to age three, with developmental delays. Services, which include assessment, treatment planning, referral, and coordination of services, are individualized based upon the 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. Pastoral Services provides direct chaplaincy services to all clients and residents requesting spiritual care. It is non-denominational in nature and is available to persons of all faiths. Pastoral Services also provides community education and consultation for pastors, chaplains, and lay leaders who seek mental health, drug and alcohol, and co-occurring disorders information or referrals. Furthermore, Pastoral Services offers a nationally accredited Clinical Pastoral Education (CPE) program to improve the quality of ministry and pastoral care offered by spiritual caregivers of all faiths in the community. St. Luke's Penn Foundation's Employee Assistance Program (EAP) is a proactive business tool that can help employees better manage the stressors they experience personally or in the workplace. Additionally, through coaching, training, and management consultation, EAP gives company leaders and managers the skills they need to create a healthier, more balanced work environment and successfully address issues with employees.”

“SCOTT R. WOLFE is the CHIEF FINANCIAL OFFICER of St. Luke's University Health Network ("Network"). Mr. WOLFE receives a Federal Form W-2 from St. Luke's Hospital of Bethlehem Pennsylvania; a related Internal Revenue Code Section 501(c)(3) tax-exempt organization. However, his common law employer/employee relationship is with St. Luke's Health Network, Inc. Accordingly, St. Luke's Health Network, Inc. (EIN: 23-2384282) filed a 2023 federal form 4720 which included remittance of excise tax related to their compensation in excess of $1m.”

“Other changes in net assets include: - new pledges - $557,424; - pledges received - ($2,176,926); - allowance for pledges written off and actual write-offs - specific purpose fund - $48,585; and - net assets released from restrictions - operations - ($109,850).”

“The organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, inc. Is the tax-exempt parent entity of the network. An independent cpa firm audited the consolidated financial statements of the taxpayer and its controlled affiliates for the years ended june 30, 2024 and june 30, 2023; respectively, and issued a consolidated financial statement with consolidating schedules by entity. An unmodified opinion was issued each year by the independent cpa firm. The network's finance committee assumes responsibility for oversight of the audit of the network's consolidated financial statements and the selection of an independent auditor.”