Civic Intelligence

Penn Foundation Inc.

990 • Fiscal year 2013 • EIN 23-1496225

Jul 01, 2012 to Jun 30, 2013 • Filed on May 06, 2014

807 Lawn Avenue PO Box 3218960
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.40x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$22,015,791

Up $4,078,581 (+23%) from 2012

Net Assets

Up

$13,246,461

Up $3,343,705 (+34%) from 2012

Liabilities

Up

$8,769,330

Up $734,876 (+9.1%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,731,376

Down $956,267 (-4.4%) from 2012

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

2013

Assets$22,015,791
Liabilities$8,769,330
Net Assets$13,246,461

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

2013

Revenue-
Expenses$20,731,376
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 6, 2014
Return Version
2012v2.0
Gross Receipts
$24,044,343
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 Foundations 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 2012-2013, nearly 35,000 services were provided to over 2,400 individuals. The Recovery Center offers Outpatient Services, which includes individual, group, family, marriage, and/or psychiatric counseling; Intensive Outpatient Services (IOP), which involves individual and/or group counseling for up to nine hours per week, after school for adolescents and either during business hours or in the evening for adults; Partial Hospital, a day program providing intensive, structured treatment 30 hours per week; Inpatient, a 43-bed on-site unit offering detoxification and rehab in a structured environment; 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 launch 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 ones 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.
Activity 3
Childrens servicesThrough its programs for children and adolescents, Penn Foundation provided nearly 28,000 services to 722 children and adolescents during the 2012-2013 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 behavioral 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.Designed to bring the classic camp experience to children who typically would not have the opportunity, Camp Courage is a four-week summer 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 2012, 27 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 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 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 behavior; a resource center; consultation and training; and community collaboration.Childrens School Based works with the Pennridge School District to provide group sessions at the districts 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. Childrens 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. 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 Foundations 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 2012-2013, nearly 35,000 services were provided to over 2,400 individuals. The Recovery Center offers Outpatient Services, which includes individual, group, family, marriage, and/or psychiatric counseling; Intensive Outpatient Services (IOP), which involves individual and/or group counseling for up to nine hours per week, after school for adolescents and either during business hours or in the evening for adults; Partial Hospital, a day program providing intensive, structured treatment 30 hours per week; Inpatient, a 43-bed on-site unit offering detoxification and rehab in a structured environment; 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 launch 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 ones 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.
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IRS990/Activity3/Description0Childrens servicesThrough its programs for children and adolescents, Penn Foundation provided nearly 28,000 services to 722 children and adolescents during the 2012-2013 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 behavioral 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.Designed to bring the classic camp experience to children who typically would not have the opportunity, Camp Courage is a four-week summer 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 2012, 27 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 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 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 behavior; a resource center; consultation and training; and community collaboration.Childrens School Based works with the Pennridge School District to provide group sessions at the districts 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. Childrens 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. 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 2012-2013 fiscal year, Penn Foundations mental health programs provided approximately 105,000 services to nearly 6,600 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.Collaborating with Indian Creek Foundation, 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 dual mental health and intellectual disabilities disorders.Assertive Community Treatment (ACT) blends the disciplines of psychiatry, psychology, nursing, addictions, 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.Student Assistance Program (SAP) partners with four area school districtsQuakertown, Palisades, Pennridge and Soudertonto identify students at risk for developing emotional, mental health, and/or substance use problems; provide assessments; and, as needed, refer students and their families to treatment services.Through its Nursing Home program, Penn Foundation provides mental health and substance use services to older adults and their families in continuing care facilities and in the community.
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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