Civic Intelligence

Bucks-Mont Collaborative

990 • Fiscal year 2017 • EIN 23-2463434

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 09, 2018

8 Morwood Rd PO Box 66Harleysville, PA 19438

(215) 234-4022

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.8%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$58,834

Down $21,272 (-27%) from 2016

Net Assets

Down

$58,834

Down $21,272 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$92,332

Down $2,659 (-2.8%) from 2016

Expenses

Up

$113,604

Up $16,084 (+16%) from 2016

Net Income

Down

-$21,272

Down $18,743 (-741%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $132,323Liabilities 2011: $0Net Assets 2011: $132,3232011Assets 2012: $115,402Liabilities 2012: $0Net Assets 2012: $115,4022012Assets 2013: $113,775Liabilities 2013: $0Net Assets 2013: $113,7752013Assets 2014: $91,831Liabilities 2014: $0Net Assets 2014: $91,8312014Assets 2015: $82,635Liabilities 2015: $0Net Assets 2015: $82,6352015Assets 2016: $80,106Liabilities 2016: $0Net Assets 2016: $80,1062016Assets 2017: $58,834Liabilities 2017: $0Net Assets 2017: $58,8342017Assets 2018: $52,304Liabilities 2018: $0Net Assets 2018: $52,3042018Assets 2019: $52,846Liabilities 2019: $0Net Assets 2019: $52,8462019Assets 2020: $56,456Liabilities 2020: $117Net Assets 2020: $56,3392020Assets 2021: $91,955Liabilities 2021: $0Net Assets 2021: $91,9552021Assets 2022: $116,707Liabilities 2022: $0Net Assets 2022: $116,7072022Assets 2023: $156,328Liabilities 2023: $0Net Assets 2023: $156,3282023Assets 2024: $195,765Liabilities 2024: $0Net Assets 2024: $195,7652024Assets 2025: $218,542Liabilities 2025: $0Net Assets 2025: $218,5422025

Highlighted filing

2017

Assets$58,834
Liabilities$0
Net Assets$58,834

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $138,841Expenses 2011: $103,793Net Income 2011: $35,0482011Revenue 2012: $102,196Expenses 2012: $119,117Net Income 2012: -$16,9212012Revenue 2013: $78,179Expenses 2013: $79,806Net Income 2013: -$1,6272013Revenue 2014: $63,020Expenses 2014: $84,964Net Income 2014: -$21,9442014Revenue 2015: $78,543Expenses 2015: $87,739Net Income 2015: -$9,1962015Revenue 2016: $94,991Expenses 2016: $97,520Net Income 2016: -$2,5292016Revenue 2017: $92,332Expenses 2017: $113,604Net Income 2017: -$21,2722017Revenue 2018: $94,451Expenses 2018: $100,981Net Income 2018: -$6,5302018Revenue 2019: $96,386Expenses 2019: $95,844Net Income 2019: $5422019Revenue 2020: $96,819Expenses 2020: $93,326Net Income 2020: $3,4932020Revenue 2021: $197,990Expenses 2021: $162,374Net Income 2021: $35,6162021Revenue 2022: $188,472Expenses 2022: $163,720Net Income 2022: $24,7522022Revenue 2023: $236,021Expenses 2023: $196,400Net Income 2023: $39,6212023Revenue 2024: $289,113Expenses 2024: $249,676Net Income 2024: $39,4372024Revenue 2025: $256,453Expenses 2025: $233,676Net Income 2025: $22,7772025

Highlighted filing

2017

Revenue$92,332
Expenses$113,604
Net Income-$21,272
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$92,332
Mission and Program Overview

Mission

Goal:to be a catalyst for action, engaging members and the broader community to foster a cohesive and effective health and human services system in montgomery and bucks counties.

Produce results-oriented impact on health and human services issues in montgomery and bucks counties through information sharing, networking and advocacy efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$37,228$37,265▲ $37
Cash and Non-Interest-Bearing Accounts$42,878$21,569▼ $21,309
Total Assets$80,106$58,834▼ $21,272
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$80,106$48,834▼ $31,272
Temporarily Rstr Net Assets-$10,000-
Total Net Assets Fund Balance$80,106$58,834▼ $21,272
Total Liabilities and Net Assets / Fund Balance$80,106$58,834▼ $21,272
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peggy SchmidtPresident
Richard CirkoVice President
Alyssa SnyderBoard Member
Anne FrankBoard Member
Anthony JohnsonBoard Member
Carolyn LewisBoard Member
Jacqui BaxterBoard Member
Jennifer KingBoard Member
Julie DeesBoard Member
Kathryn MccarterBoard Member
Stuart BushBoard Member
Susan SobelBoard Member
Shushma PatelSecretary
Craig SelnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,882
Program Service Revenue
$13,403
Investment Income
$47
Other Revenue
$0
All Other Contributions
$47,248
Change in Net Assets
$-21,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,604
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$64,125$7,125-$71,250
Conferences and Meetings$26,212--$26,212
Advertising$9,636--$9,636
Fees for Services Accounting-$2,275-$2,275
Insurance-$1,991-$1,991
Other Expenses-$204-$204
Office Expenses-$178-$178
Total Functional Expenses$99,973$13,631$0$113,604
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization retains the services of roush associates, llc (coordinator) to manage day-to-day operations. The coordinator takes direction from the board of directors and, between board meetings, from the president of the organization, a volunteer.

Form 990, Part VI, Section B, Line 11B

The form 990 is distributed in draft form via email prior to the board of directors meeting at which it is reviewed. Board members' questions are answered. Upon approval by the board, the 990 is submitted.

Form 990, Part VI, Section B, Line 12C

A conflict of interest statement is distributed annually. It is completed and signed by board members. The coordinator monitors responses and brings any potential conflicts to the attention of the board president.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public for inspection by making an appointment with reasonable notice at an agreed upon time.

Filing and Contact Details

Filer

Filer Name
Bucks-mont Collaborative
EIN
23-2463434
Phone
2152344022
Address
8 MORWOOD RD PO BOX 66, HARLEYSVILLE, PA 19438

Signing Officer

Name
Richard Cirko
Title
President
Phone
2152344022
Signed
2018-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Cirko
Formed
1987
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
45

Preparer

Firm
Dunlap & Associates Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
Julia L Davis
Phone
2159975600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

There are no changes in the review oversight process from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in the current or prior year.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN THE CURRENT OR PRIOR YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RETAINS THE SERVICES OF ROUSH ASSOCIATES, LLC (COORDINATOR) TO MANAGE DAY-TO-DAY OPERATIONS. THE COORDINATOR TAKES DIRECTION FROM THE BOARD OF DIRECTORS AND, BETWEEN BOARD MEETINGS, FROM THE PRESIDENT OF THE ORGANIZATION, A VOLUNTEER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS DISTRIBUTED IN DRAFT FORM VIA EMAIL PRIOR TO THE BOARD OF DIRECTORS MEETING AT WHICH IT IS REVIEWED. BOARD MEMBERS' QUESTIONS ARE ANSWERED. UPON APPROVAL BY THE BOARD, THE 990 IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST STATEMENT IS DISTRIBUTED ANNUALLY. IT IS COMPLETED AND SIGNED BY BOARD MEMBERS. THE COORDINATOR MONITORS RESPONSES AND BRINGS ANY POTENTIAL CONFLICTS TO THE ATTENTION OF THE BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC FOR INSPECTION BY MAKING AN APPOINTMENT WITH REASONABLE NOTICE AT AN AGREED UPON TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO CHANGES IN THE REVIEW OVERSIGHT PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.BUCKSMONTCOLLAB.ORG
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
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ReturnHeader/FilingSecurityInformation/IPDt02018-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:56:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233018514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNLAP & ASSOCIATES PC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.56$2.34$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$2.89$2.50$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.36$1.96$0.40
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.88$1.64$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$1.98$1.62$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.97$0.93$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.96$0.96$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.94$1.01$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.92$1.14$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.95$0.98$0.03
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.79$0.88$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.63$0.85$0.22
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.78$0.80$0.02
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$1.02$1.19$0.17
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$1.39$1.04$0.35