Civic Intelligence

Penn Foundation Inc.

990 • Fiscal year 2018 • EIN 23-1496225

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

807 Lawn Avenue PO Box 32Sellersville, PA 18960

(215) 257-6551

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.38x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.34x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

43rd percentile

1.8%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$286,516

Higher top officer pay than 59% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

59th percentile

4.6%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

6.1%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$23,969,392

Up $1,043,297 (+4.6%) from 2017

Net Assets

Up

$14,836,400

Up $502,005 (+3.5%) from 2017

Liabilities

Up

$9,132,992

Up $541,292 (+6.3%) from 2017

Revenue

Up

$26,986,440

Up $1,558,994 (+6.1%) from 2017

Expenses

Up

$26,493,653

Up $1,420,784 (+5.7%) from 2017

Net Income

Up

$492,787

Up $138,210 (+39%) from 2017

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

2018

Assets$23,969,392
Liabilities$9,132,992
Net Assets$14,836,400

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

2018

Revenue$26,986,440
Expenses$26,493,653
Net Income$492,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$27,028,817
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

To instill hope, inspire change, and build community. See schedule o, page 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,525,554$17,990,901▲ $465,347
Accounts Receivable$3,079,503$2,945,374▼ $134,129
Cash and Non-Interest-Bearing Accounts$489,435$1,554,198▲ $1,064,763
Savings and Temporary Cash Investments$1,173,082$844,153▼ $328,929
Prepaid Expenses and Deferred Charges$218,859$246,011▲ $27,152
Investments Other Securities$100$100→ $0
Total Assets$22,926,095$23,969,392▲ $1,043,297
Other Assets Total$439,562$388,655▼ $50,907
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,100,037$6,754,031▼ $346,006
Accounts Payable and Accrued Expenses$1,134,083$1,608,673▲ $474,590
Unsecured Notes Loans Payable-$477,174-
Other Liabilities$357,580$293,114▼ $64,466
Total Liabilities$8,591,700$9,132,992▲ $541,292
Net Assets / Fund Balance
Unrestricted Net Assets$13,936,504$14,232,529▲ $296,025
Temporarily Rstr Net Assets$397,891$603,871▲ $205,980
Total Net Assets Fund Balance$14,334,395$14,836,400▲ $502,005
Total Liabilities and Net Assets / Fund Balance$22,926,095$23,969,392▲ $1,043,297

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,105,284$5,115,636$21,220,920
Other Land Buildings$1,205,328$650,716$1,856,044
Equipment$279,815$975,712$1,255,527
Leasehold Improvements$240,285$194,905$435,190
Land$160,189-$160,189

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$722,489-▲ $45,068$-32,036$731,804
2016$675,787-▲ $62,244$-12,040$722,489
2015$733,906-▲ $5,866$-60,501$675,787
2014$796,283-▲ $12,647$-70,509$733,906
2013$203,134$596,273▲ $19,271$-19,916$796,283
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher Squillaro DoMedical DireFT$257,715$28,801$286,516
Christopher Squillaro DoMedical Director-$257,715$29,126$286,516
Wayne Mugrauer CEOCEOFT$275,860$28,801$278,674
Alan SofrankoPsychiatristFT$234,477$25,747$271,389
Wellesley BaileyPsychiatristFT$234,984$36,912$261,296
Jennifer SokolPsychiatristFT$216,887$26,072$242,634
Fahad AliPsychiatristFT$210,764$27,241$236,836
Gibson GeorgePsychiatristFT$205,198$18,481$232,439
Olga KisselPsychiatristFT$201,240$14,882$219,721
Scott HarmanPsychiatristFT$177,859$26,676$192,741
Nina DrinnanCrnpFT$139,027$26,676$165,703
Marianne GilsonCOOFT$142,828$5,049$147,877
KELLIE O'NEILLCFOFT$141,250$1,574$142,824
Vernon H Kratz MdDirector/psyPT$59,275$73,236$132,511
George EhrhornCrnpFT$116,727$8,206$124,933
Tobey SchillingCrnpFT$110,588$8,294$118,882

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Vernon Kratz MdPsychiatry807 LAWN AVENUE, Sellersville, PA 18960$132,511
Revenue and Support

Revenue Composition

Contributions and Grants
$1,708,304
Program Service Revenue
$25,136,669
Investment Income
$56,242
Other Revenue
$85,225
All Other Contributions
$1,170,993
Change in Net Assets
$492,787

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,986,440
Revenue Not Reported on Form 990
$9,218
Total Revenue per Audited Statements
$26,995,658
Total Revenue per Form 990
$26,986,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,942,719
Other Expenses$5,400,934
Total Fundraising Expense$205,271
Grants and Similar Amounts Paid$150,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$15,013,109$1,550,801$104,403$16,668,313
Other Employee Benefits$1,649,163$274,503$13,540$1,937,206
Payroll Taxes$1,090,189$167,428$7,542$1,265,159
Current Officers, Directors, Trustees, and Key Employees$449,609$443,403$29,029$922,041
Occupancy$782,085$105,038$1,530$888,653
Depreciation Depletion$465,125$151,952$1,513$618,590
Office Expenses$442,151$71,675$8,287$522,113
Travel$482,881$27,755$925$511,561
Insurance$380,135$56,077$1,636$437,848
Fees for Services Other$67,007$222,337-$289,344
Interest$167,894$86,226-$254,120
All Other Expenses$93,068$90,615$28,923$212,606
Other Expenses$116,657$36,291$145$153,093
Grants to Domestic Orgs$150,000--$150,000
Pension Plan Contributions$128,475$20,595$930$150,000
Conferences and Meetings$58,762$64,049$4,772$127,583
Total Functional Expenses$22,889,335$3,399,047$205,271$26,493,653

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,493,653
Total Expenses per Audited Statements$26,493,653
Total Expenses per Form 990$26,493,653
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn Foundation TrustSellersville, PA12Fund Future Programs$150,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$42,377
Fundraising Gross Income$10,112
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Autumn Conferen$170,612$10,112$42,377$-32,265
Total Events$170,612$10,112$42,377$-32,265
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$132,511
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$293,114
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 would 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 information posted on the guidestar website for organizations similar in terms of line of business, annual revenues, and other demographics. This information 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 compensation 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

Filer Name
Penn Foundation Inc
EIN
23-1496225
Phone
2152576551
Address
807 LAWN AVENUE PO BOX 32, SELLERSVILLE, PA 18960

Signing Officer

Name
KELLIE O'NEILL
Title
CFO
Phone
2674045980
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Zook
Formed
1955
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
11
Employees
490
Volunteers
65

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Cynthia 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, 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

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 55-bed on-site unit offering detoxification and rehabilitation in a structured environment; and mobile engagement services, a mobile outreach service in which therapists work with the family, employer, school, children and youth, and other concerned parties to engage individuals who are resistant to treatment, meeting with them in the home and other non-traditional locations. In 2017-2018, penn foundation completed its first full year as one of pa's centers of excellence for opioid use disorders. The center of excellence offers a dedicated care management team to follow individuals that have been impacted by the opioid epidemic for one year. The care management team is comprised of various specialties to help provide comprehensive care and resources to increase the prevalence of recovery and maintaining whole health. The center of excellence has touched nearly 500 lives and has worked with the department of human services in meeting implementation benchmarks. Penn foundation was identified as a top tier 3 provider in the implementation and outcomes of the center of excellence, with one of the highest rates of continued engagement. During 2017-2018, the penn foundation recovery center was name a center of excellence by aetna and participates in a program providing enhanced recovery follow along services. The team has achieved high rates of engagement. The collaborative project with aetna has been effective in helping persons live a life of recovery by enhancing engagement in treatment and recovery life styles. In 2017, penn foundation began warm hand-off programs in partnership with our county d&a agencies. The warm hand-off programs are designed to create support for overdose survivors presenting to the local emergency departments. A dedicated rapid access team assists this population in navigating, educating, and supporting the affected persons and their family's needs during this time. Penn foundation operates programs in grand view health, st. Luke's quakertown hospital, and abington jefferson lansdale hospital. Penn foundation will be expanding the drug & alcohol outpatient recovery services to two additional locations in 2018-2019. One location will be in colmar, pa licensed to serve an additional 150 individuals. The second will be in sellersville, pa, adjacent to penn foundation's main campus, also licensed to serve 150 individuals. In 2012, the moyer foundation partnered with penn foundation to offer camp mariposa, a national addiction prevention program 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

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 runs from one week to four weeks, depending on registration, and is for children mental health or development 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 2017, 6 children attended 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 family autism center provides comprehensive developmental assessments for children, ages birth to 10, with communicating, relating, and learning challenges often manifested through behavior. The family autism center opened in february 2017 offering ados evaluations, considered the gold- standard in autism assessments. The center began implementing aba services to persons served. The center will be increasing services offered to both children with autism as well as family members. The center 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. Student assistance program (sap) partners with three area school districts-quakertown, palisades, and pennridge-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, age 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 emergency room, intensive care, oncology, and telemetry units. During the 2017-2018 fiscal year, approximately 5,248 individuals received 5,770 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 2017-2018, nearly 575 clients received approximately 25,100 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 2017-2018, over 135 clients received 3,224 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/entitlements, employment, and educational opportunities, etc. To further their recovery. In 2017-2018, over 910 clients received over 17,181 mental health case management hours of service. There are two levels of assistance - administrative case management and blended case management/recovery coaching. 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 acces

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Earnings on endowment funds are used for operations as determined by the board.

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, 2015 to 2017. As of june 30, 2018, 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 2017-2018 FISCAL YEAR, PENN FOUNDATION'S MENTAL HEALTH PROGRAMS PROVIDED APPROXIMATELY 85,200 SERVICES TO NEARLY 5,850 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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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