Civic Intelligence

Penn Foundation Inc.

990 • Fiscal year 2011 • EIN 23-1496225

Jul 01, 2010 to Jun 30, 2011 • Filed on Apr 23, 2012

807 Lawn Avenue PO Box 3218960
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.56x

Higher debt load relative to assets than 72% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$13,692,357

Up $249,847 (+1.9%) from 2010

Net Assets

Down

$6,076,808

Down $76,137 (-1.2%) from 2010

Liabilities

Up

$7,615,549

Up $325,984 (+4.5%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,551,572

Up $147,190 (+0.7%) from 2010

Net Income

-

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

2011

Assets$13,692,357
Liabilities$7,615,549
Net Assets$6,076,808

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

2011

Revenue-
Expenses$20,551,572
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Apr 23, 2012
Return Version
2010v3.2
Gross Receipts
$20,400,215
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

Major Activities

Activity 2
Drug & Alcohol ServicesPenn 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 2010-2011, 38,510 services were provided to 1,665 clients. Services provided by the Recovery Center include Outpatient Services, which provides individual, group, family, marriage, and/or psychiatric counseling; Intensive Outpatient Services (IOP), which offers outpatient services (described above) through three days per week and five days per week program;Partial Hospital, a day program providing intensive, structured treatment 30 hours per week; Inpatient, a 39-bed on-site unit providing non-medical detoxification and support; Mobile Engagement Services ,a mobile outreach service targeting individuals resistant to treatment; and Rehab at Home , a unique in-home coaching program for families and individuals struggling with addiction. Penn Foundation discontinued this program in the summer of 2011.
Activity 3
Childrens servicesThrough its programs for children and adolescents, Penn Foundation provided 31,388 services to 749 children and adolescents during the 2010-2011 fiscal year. Wrap Around (Behavioral Health Rehabilitation Services) is a community-based approach for families of children and adolescents (birth to 21 years of age) with emotional and/or behavior difficulties. 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.Family Based Services provides 32 weeks of intensive community and home-based therapy and support for families of children and adolescents with emotional and behavioral problems. 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 Family Support Center aims to bridge gaps in available services by working with existing providers to offer support to individuals with Autism Spectrum Disorders and their families. Services include comprehensive developmental assessments for children (ages birth to 10) with communicating, relating, and learning challenges often manifested through behaviour, a resource center, consultation and training, and community collaboration.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 with behavioral or emotional difficulties. Parents or guardians of identified children are included in the treatment interventions. Early intervention Supports Coordination is designed to help families with children. ages birth to three, with developmental delays. Services include assessment, treatment planning, referral and coordination of services.
Filing and Contact Details

Filer

EIN
23-1496225
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IRS990/Activity2/Description0Drug & Alcohol ServicesPenn 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 2010-2011, 38,510 services were provided to 1,665 clients. Services provided by the Recovery Center include Outpatient Services, which provides individual, group, family, marriage, and/or psychiatric counseling; Intensive Outpatient Services (IOP), which offers outpatient services (described above) through three days per week and five days per week program;Partial Hospital, a day program providing intensive, structured treatment 30 hours per week; Inpatient, a 39-bed on-site unit providing non-medical detoxification and support; Mobile Engagement Services ,a mobile outreach service targeting individuals resistant to treatment; and Rehab at Home , a unique in-home coaching program for families and individuals struggling with addiction. Penn Foundation discontinued this program in the summer of 2011.
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IRS990/Activity3/Description0Childrens servicesThrough its programs for children and adolescents, Penn Foundation provided 31,388 services to 749 children and adolescents during the 2010-2011 fiscal year. Wrap Around (Behavioral Health Rehabilitation Services) is a community-based approach for families of children and adolescents (birth to 21 years of age) with emotional and/or behavior difficulties. 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.Family Based Services provides 32 weeks of intensive community and home-based therapy and support for families of children and adolescents with emotional and behavioral problems. 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 Family Support Center aims to bridge gaps in available services by working with existing providers to offer support to individuals with Autism Spectrum Disorders and their families. Services include comprehensive developmental assessments for children (ages birth to 10) with communicating, relating, and learning challenges often manifested through behaviour, a resource center, consultation and training, and community collaboration.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 with behavioral or emotional difficulties. Parents or guardians of identified children are included in the treatment interventions. Early intervention Supports Coordination is designed to help families with children. ages birth to three, with developmental delays. Services include assessment, treatment planning, referral and coordination of services.
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IRS990/Description0Mental Health ServicesDuring the 2010-2011 fiscal year, Penn Foundation's mental health programs provided 98,234 services to over 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 disorders.Through its Drug Study program, Penn Foundation offers individuals the opportunity to participate in closely monitored drug trials with emerging psychiatric medications. Through a collaboration with a neighboring provider, Penn Foundation facilitates the delivery and oversight of services including comprehensive evaluations, counseling and medication management for adults and their families presenting with mental health and intellectual disabilities dual disorders.Assertive Community Treatment (ACT) provides community-based psychiatric treatment, outreach, rehabilitation and support to adults with a serious mental illness. Program participants are residents of northern Montgomery County and 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.Student Assistance Program (SAP) participates with four area school districts-Quakertown, Palisades, Pennridge and Souderton-in identifying students "at risk" for developing emotional, mental health and/or substance use problems, provides assessments, and refers students and their families to treatment services.Through its Nursing Home program, Penn Foundation provides mental health and substance use services to residents of area retirement facilities as well as to older adults in the community.
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IRS990/GrossRents/Real08400
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Fundraising02944
IRS990/Insurance/ManagementAndGeneral026426
IRS990/Insurance/ProgramServices0256140
IRS990/Insurance/Total0285510
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Fundraising020857
IRS990/Interest/ManagementAndGeneral0488
IRS990/Interest/ProgramServices0216756
IRS990/Interest/Total0238101
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncome/TotalRevenueColumn00
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY0100
IRS990/InvestmentsOtherSecurities/EOY0100
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec03276889
IRS990/LandBuildingsEquipmentBasis013353155
IRS990/LandBuildingsEquipmentBasisNet/BOY09538413
IRS990/LandBuildingsEquipmentBasisNet/EOY010076266
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0true
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Penn Foundation provides comprehensive behavioral health services to persons in need of hope, healing and compassion.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY05557075
IRS990/MortNotesPyblSecuredInvestProp/EOY05952190
IRS990/NameOfPrincipalOfficerPerson0Wayne Mugrauer
IRS990/NbrIndependentVotingMembers011
IRS990/NbrVotingGoverningBodyMembers014
IRS990/NbrVotingMembersGoverningBody014
IRS990/NetAssetsOrFundBalancesBOY06152945
IRS990/NetAssetsOrFundBalancesEOY06076808
IRS990/NetGainOrLossInvestments/TotalRevenueColumn00
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn0-13860
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/ExclusionAmount08400
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn08400
IRS990/NoncashContributions09284
IRS990/NonDeductibleContributions0false
IRS990/NonDeductibleDisclosure0false
IRS990/NumberFormsTransmittedWith1096019
IRS990/NumberIndependentVotingMembers011
IRS990/NumberIndividualsGT100K09
IRS990/NumberOf8282Filed00
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees0429
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising03030
IRS990/Occupancy/ManagementAndGeneral059723
IRS990/Occupancy/ProgramServices0818965
IRS990/Occupancy/Total0881718
IRS990/OfficeExpenses/Fundraising04520
IRS990/OfficeExpenses/ManagementAndGeneral026454
IRS990/OfficeExpenses/ProgramServices0245988
IRS990/OfficeExpenses/Total0276962
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0335871
IRS990/OtherAssetsTotal/EOY0708873
IRS990/OtherEmployeeBenefits/Fundraising017099
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0288141
IRS990/OtherEmployeeBenefits/ProgramServices01191987
IRS990/OtherEmployeeBenefits/Total01497227
IRS990/OtherExpensePriorYear05351971
IRS990/OtherExpensesCurrentYear05441361
IRS990/OtherExpenses/Description0Supplies
IRS990/OtherExpenses/Description1Outside professional
IRS990/OtherExpenses/Description2Maintenance and repairs
IRS990/OtherExpenses/Description3Data processing
IRS990/OtherExpenses/Description4Bad debt
IRS990/OtherExpenses/Fundraising03567
IRS990/OtherExpenses/Fundraising156294
IRS990/OtherExpenses/Fundraising21270
IRS990/OtherExpenses/Fundraising32265
IRS990/OtherExpenses/ManagementAndGeneral025242
IRS990/OtherExpenses/ManagementAndGeneral1301199
IRS990/OtherExpenses/ManagementAndGeneral279853
IRS990/OtherExpenses/ManagementAndGeneral3165375
IRS990/OtherExpenses/ProgramServices01379331
IRS990/OtherExpenses/ProgramServices1339579
IRS990/OtherExpenses/ProgramServices287588
IRS990/OtherExpenses/ProgramServices316628
IRS990/OtherExpenses/ProgramServices4243146
IRS990/OtherExpenses/Total01408140
IRS990/OtherExpenses/Total1697072
IRS990/OtherExpenses/Total2168711
IRS990/OtherExpenses/Total3184268
IRS990/OtherExpenses/Total4243146
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear0157653
IRS990/OtherRevenueMisc/Description0Reimbursement of Expenses
IRS990/OtherRevenueMisc/Description1Miscellaneous
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0149430
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome113683
IRS990/OtherRevenueMisc/TotalRevenueColumn0149430
IRS990/OtherRevenueMisc/TotalRevenueColumn113683
IRS990/OtherRevenuePriorYear0392060
IRS990/OtherSalariesAndWages/Fundraising0103444
IRS990/OtherSalariesAndWages/ManagementAndGeneral0938003
IRS990/OtherSalariesAndWages/ProgramServices010812625
IRS990/OtherSalariesAndWages/Total011854072

Document Assets

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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