2023-02-15T13:41:15-06:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2021-07-01 236406222 BUCKS COUNTY OPPORTUNITY COUNCIL INC BUCK 2153458175 100 DOYLE STREET DOYLESTOWN PA 18901 ERIN A LUKOSS EXECUTIVE DIRECTOR 2153458175 2023-02-13 1 ERIN LUKOSS 999009999 WILLIAM A LOUGHERY P01603932 2156433900 2023-02-13 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z ERIN A LUKOSS 100 DOYLE STREET DOYLESTOWN PA 18901 12553071 0 X WWW.BCOC.ORG X 1965 PA OUR MISSION IS TO REDUCE POVERTY AND PARTNER WITH OUR COMMUNITY TO PROMOTE ECONOMIC SELF-SUFFICIENCY. 20 20 65 1502 0 0 13163246 12408026 0 0 2950 271 462468 144774 13628664 12553071 8770296 8107533 0 0 2788249 3237366 0 0 208460 938523 1076479 12497068 12421378 1131596 131693 4054962 4467309 447939 746488 3607023 3720821 X OUR MISSION IS TO REDUCE POVERTY AND PARTNER WITH OUR COMMUNITY TO PROMOTE ECONOMIC SELF-SUFFICIENCY. OUR VISION IS TO ELEVATE THE AWARENESS OF POVERTY, AND TO CREATE AND LEAD PARTNERSHIPS TO MAKE OUR COMMUNITY A "BRIDGES OUT OF POVERTY" COMMUNITY. (CONTINUED ON SCH. O)WE STRIVE TO BE A MODEL OF SEAMLESS CASE MANAGEMENT AND INFLUENCE OUR COMMUNITY TO MAKE REDUCING POVERTY ONE OF ITS PRIORITIES. 0 0 5088540 4534850 40100 FOOD PROGRAM:THE FOOD PROGRAM GARNERS THE SUPPORT OF THE ENTIRE COMMUNITY OF BUCKS COUNTY INCLUDING BUSINESSES, FARMERS, EDUCATION, UNITED WAY, PRIVATE DONORS, AND COUNTY GOVERNMENT, AS WELL AS STATE AND FEDERAL RESOURCES TO PROVIDE AMPLE NUTRITIOUS FOOD TO LOW-INCOME INDIVIDUALS AND FAMILIES IN BUCKS COUNTY THROUGH 75 FOOD DISTRIBUTION SITES. IN FY22, MORE THAN 61,000 VISITS WERE MADE TO THE FOOD NETWORK BY FAMILIES IN NEED. THROUGH OUR COMMUNITY COLLABORATIONS, WE GREATLY INCREASED THE AMOUNTS OF FRESH PRODUCE AND OTHER FOOD ITEMS BEING DISTRIBUTED TO IMPROVE THE HEALTH AND WELL-BEING OF THE LOW-INCOME COMMUNITY. 3130633 1842138 0 EMERGENCY SERVICES PROGRAM:THE EMERGENCY SERVICES PROGRAM INCLUDES RAPID REHOUSING AND HOMELESS PREVENTION ASSISTANCE AS WELL AS UTILITY ASSISTANCE IN PARTNERSHIP WITH MULTIPLE ENTITIES THROUGHOUT BUCKS COUNTY. WE ASSIST OVER 2,000 HOUSEHOLDS ANNUALLY THROUGH EMERGENCY AND HOUSING PROGRAMS. THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) ASSISTS LOW TO MODERATE INCOME HOUSEHOLDS BY PREPARING TAX RETURNS FOR FREE AND ELIMINATING THE COST BURDEN OF ANNUAL FILING. THIS PROGRAM CLOSES THE INCOME GAP THAT FAMILIES EXPERIENCE THROUGHOUT THE YEAR BY MAXIMIZING REFUNDS THROUGH EARNED INCOME TAX CREDITS. WE AVERAGE 1,200 RETURNS ANNUALLY. 2176623 1148310 101608 ECONOMIC SELF-SUFFICIENCY PROGRAM:THE ECONOMIC SELF-SUFFICIENCY (ES) PROGRAM IS THE CORE PROGRAM OF THE OPPORTUNITY COUNCIL AND IS AT THE HEART OF THE MISSION. THE ES PROGRAM REQUIRES PARTNERSHIPS AND COLLABORATIONS, AND BOTH PUBLIC AND PRIVATE FUNDING TO BE EFFECTIVE AND EFFICIENT. WHILE ALL OUR PROGRAMS CONTRIBUTE TO A MORE STABLE COMMUNITY, THIS PROGRAM HELPS PEOPLE LEAVE POVERTY, PERMANENTLY AND THRIVE IN THE COMMUNITY. 373 HOUSEHOLDS HAVE GRADUATED FROM THE PROGRAM SINCE 1997 WITH AN AVERAGE INCREASE OF INCOME OF OVER $35,000 ANNUALLY. 907631 582235 0 HOME ENERGY CONSERVATION PROGRAM:THE HOME ENERGY CONSERVATION PROGRAM ASSISTS LOW-INCOME HOUSEHOLDS TO REDUCE ENERGY COSTS AND INCREASE DISPOSABLE INCOME THROUGH ENERGY SAVING MEASURES. THIS PROGRAM ALSO PROVIDES CRISIS SUPPORT FOR HOUSEHOLDS IN NEED OF IMMEDIATE HEATER REPAIR OR REPLACEMENT. THIS PAST YEAR WE SUCCESSFULLY INITIATED A HOME REPAIR PROGRAM TO REDUCE THE DEFERRAL RATES THAT OFTEN OCCUR WHEN LOW-INCOME HOUSEHOLDS CANNOT AFFORD NEEDED REPAIRS TO COMPLETE WEATHERIZATION SERVICES.VOLUNTEER AND COMMUNITY PARTNERSHIPS:THE VOLUNTEER AND COMMUNITY PARTNERSHIPS ALLOW BCOC TO CONTINUALLY BUILD RELATIONSHIPS WITHIN THE COMMUNITY TO PROVIDE SERVICE AND DONATION OPPORTUNITIES TO BENEFIT OUR CLIENTS. VOLUNTEERS SUPPORT PROGRAM AREAS THROUGH: PREPARING TAXES FOR LOW-INCOME FAMILIES; HARVESTING LOCALLY GROWN PRODUCE FOR FOOD PANTRIES; DRIVERS WHO PICK-UP AND DELIVER FOOD, CLOTHING AND MORE AMONG OUR OFFICES AND PARTNERS; ADMINISTRATIVE AND CLERICAL SUPPORT; A VOLUNTEER BOARD OF DIRECTORS; PROFESSIONAL SERVICES SUCH AS RESEARCH, GRAPHIC DESIGN AND NUTRITION EDUCATION. PRIVATE-SECTOR DONATIONS PROVIDE THE FOUNDATION FOR MANY OF OUR PROGRAMS: WHEELZ2WORK, THROUGH VEHICLE DONATIONS THAT OFFER TRANSPORTATION TO CLIENTS; COMMUNITY FOOD DRIVES; COLLECTIONS FOR SCHOOL SUPPLIES, HOLIDAY GIFTS FOR FAMILIES, AND BASIC NEED ITEMS FOR HOMELESS FAMILIES. 907631 582235 0 11303427 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 56 0 65 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 20 20 0 0 1 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA NJ X X SARAJANE HAMILTON 2153458175 100 DOYLE STREET DOYLESTOWN PA 18901 ERIN A LUKOSS EXECUTIVE DIRECTOR 40.00 1.00 X 137051 0 4255 SARAJANE HAMILTON CHIEF FINANCIAL OFFICER 40.00 1.00 X 100751 0 11876 MICHAEL W MILLS CHAIR 1.00 1.00 X X 0 0 0 KERRY L SHEPHERD VICE-CHAIR 1.00 0.00 X X 0 0 0 CHRISTINA MCGINLEY SECRETARY AS OF JAN 2022, DIRECTOR 1.00 0.00 X X 0 0 0 NIKKI MATTHEWS SECRETARY TO DEC 2021 1.00 0.00 X X 0 0 0 CONSTANCE M FURMAN TREASURER 1.00 0.00 X X 0 0 0 LARA CHRISTIANO DIRECTOR 1.00 0.00 X 0 0 0 JAMES DACEY DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH A DOWNEY DIRECTOR 1.00 0.00 X 0 0 0 SHANE FITZGERALD DIRECTOR 1.00 0.00 X 0 0 0 JACOB A IAMPIETRO DIRECTOR 1.00 0.00 X 0 0 0 ARTECIA JOHNSON DIRECTOR AS OF JAN 2022 1.00 0.00 X 0 0 0 KELLEY KEELING DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER S MAHONEY DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY J MARTINIDES DIRECTOR 1.00 0.00 X 0 0 0 TIM MCCANN DIRECTOR 1.00 0.00 X 0 0 0 JANICE S MCCRACKEN ERKES DIRECTOR 1.00 0.00 X 0 0 0 ANDREW MOSER DIRECTOR 1.00 0.00 X 0 0 0 KALEENA POLACHEK DIRECTOR 1.00 0.00 X 0 0 0 CHARLES J QUATTRONE JR DIRECTOR 1.00 0.00 X 0 0 0 PAUL ROTTKAMP DIRECTOR 1.00 0.00 X 0 0 0 WANDA WHEELER DIRECTOR 1.00 0.00 X 0 0 0 REVA MAE BAUS DIRECTOR TO JAN 2022 1.00 0.00 X 0 0 0 AMY M GABLER DIRECTOR TO DEC 2021 1.00 0.00 X 0 0 0 237802 0 16131 2 0 0 0 0 6801682 5606344 3549348 12408026 271 271 MANAGEMENT FEES 561499 86284 86284 ADMINISTRATIVE FEES 561499 40100 40100 SECURITY DEP. REFUNDS 561499 11974 11974 6416 3350 3066 144774 12553071 141708 0 3337 4090700 4090700 4016833 4016833 260035 63922 190302 5811 2547710 2038702 392943 116065 38565 33769 3211 1585 169956 140426 22652 6878 221100 172899 39720 8481 4625 1926 2103 596 34700 14445 15778 4477 57576 4440 46691 6445 4978 3521 356 1101 304200 193445 86021 24734 117309 91959 20705 4645 265314 199115 53414 12785 76525 68352 7182 991 25888 20294 4569 1025 66056 65669 387 44400 39158 4075 1167 EQUIPMENT LEASE 47237 29833 14509 2895 DUES AND PUBLICATIONS 27671 14019 4873 8779 12421378 11303427 909491 208460 1448227 1402470 38924 38964 65000 25000 1063786 1621460 7424 27307 40098 48973 54566 654934 163085 483164 491849 872157 792902 4054962 4467309 447939 746488 447939 746488 X 1536779 1423652 2070244 2297169 3607023 3720821 4054962 4467309 X 131693 -17895 X 0 1 X 1 1 1 X 6232520 6973914 8789004 13163246 12408026 47566710 6232520 6973914 8789004 13163246 12408026 47566710 806311 46760399 1339 991 1637 623 271 4861 102898 41225 3805 415519 3066 566513 48138084 101471 0.97140 0.97070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER ACTIVITIES - 2017 AMOUNT: $ 96,898. ADMINISTRATIVE FEES - 2018 AMOUNT: $ 33,106. MANAGEMENT FEES - 2017 AMOUNT: $ 6,000. 2018 AMOUNT: $ 8,000. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 119. CREDIT CARD FEES - 2019 AMOUNT: $ 3,805. 2020 AMOUNT: $ 4,648. 2021 AMOUNT: $ 1,840. FORGIVENESS OF PPP LOAN - 2020 AMOUNT: $ 392,925. REBATES AND REIMBURSEMENTS - 2021 AMOUNT: $ 1,182. PAYROLL REIMBURSEMENT - 2020 AMOUNT: $ 17,946. 2021 AMOUNT: $ 44. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179704 -17895 161809 144098 35606 179704 139661 1883 3276 722 144098 136866 2795 139661 0.00000 1.00000 0.00000 0 0 436107 43611 392496 189432 90079 99353 29395 29395 0 491849 INVESTMENT IN DOYLE DEVELOPMENT 631093 THE BUCKS COUNTY FOUNDATION - ECONOMIC SELF SUFFICIENCY FUND 161809 792902 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE PERMANENT INCOME TO THE ECONOMIC SELF SUFFICIENCY PROGRAM WHILE ACCUMULATING THE PRINCIPAL OF THE FUND IN PERPETUITY. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. 1 A WOMAN'S PLACE PO BOX 299 DOYLESTOWN PA 18901 232034180 501(C)(3) 0 8821 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD BIBLE EVANGELICAL METHODIST CHURCH 1601 LAKELAND AVENUE BRISTOL PA 19007 800644489 501(C)(3) 0 235527 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD BRISTOL BORO COMMUNITY ACTION GROUP INC 99 WOOD STREET BRISTOL PA 19007 222584361 501(C)(3) 0 43532 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD BRISTOL TOWNSHIP SENIOR CITIZENS INC 2501 BATH ROAD BRISTOL PA 19007 232694849 501(C)(3) 0 230222 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD BUCKS COUNTY HOUSING GROUP INC 626 JACKSONVILLE ROAD SUITE 140 WARMINSTER PA 18974 231878791 501(C)(3) 0 192327 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD BUCKS COUNTY ASSOCIATION FOR RETIRED AND SENIOR CITIZENS 1842 BROWNSVILLE ROAD FEASTERVILLE TREVOSE PA 19053 231626555 501(C)(3) 0 16690 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD CHRIST LUTHERAN CHURCH- FEAST PANTRY 1 LUTHER LANE PO BOX 569 TRUMBAUERSVILLE PA 18970 236270898 501(C)(3) 0 49603 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD COMMUNITY BAPTIST CHURCH 225 RADCLIFFE STREET BRISTOL PA 19007 232445108 501(C)(3) 0 236736 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD COORDINATING COUNCIL OF HEALTH AND WELFARE INC - WARMINSTER FOOD BANK 75 DOWNEY DRIVE WARMINSTER PA 18974 222450208 501(C)(3) 0 238835 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD CORNWALLS UNITED METHODIST CHURCH- HARVEST MINISTIES 2284 BRISTOL PIKE BENSALEM PA 19020 222264488 501(C)(3) 0 74357 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD EASTERN UPPER BUCKS SENIORS 8040 EASTON ROAD OTTSVILLE PA 18942 232261029 501(C)(3) 0 13151 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD EMERGENCY RELIEF ASSOCATION OF LOWER BUCKS COUNTY 8525 NEW FALLS ROAD LEVITTOWN PA 19054 237297656 501(C)(3) 0 363156 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD FALLS TOWNSHIP SENIOR CENTER 282 TRENTON ROAD FAIRLESS HILLS PA 19030 232074064 501(C)(3) 0 222646 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD FAMILY SERVICES ASSOCIATION OF BUCKS COUNTY 4 CORNERSTONE DRIVE LANGHORNE PA 19047 231427724 501(C)(3) 0 276953 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD FIRST UNITED METHODIST CHURCH OF BRISTOL 201 MULBERY STREET BRISTOL PA 19007 362167731 501(C)(3) 0 15477 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD FIRST UNITED METHODIST CHURCH OF LESTER BAHRT PANTRY 840 TRENTON ROAD FAIRLESS HILLS PA 19030 232277541 501(C)(3) 0 333122 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD HEAVENS BOUNTY 455 TRUMBAUERSVILLE ROAD QUAKERTOWN PA 18951 472123302 501(C)(3) 0 19640 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD INTERFAITH FOOD ALLIANCE - THE FAMILY PACKPACK CENTER 501 W MAPLE AVENUE MORRISVILLE PA 19067 474496629 501(C)(3) 0 232378 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD JESUS FOCUS MINISTRY INC 1150 BRISTOL ROAD SOUTHAMPTON PA 18966 231923427 501(C)(3) 0 210172 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD KEYSTONE OPPORTUNITY CENTER 104 MAIN STREET SOUDERTON PA 18964 232602243 501(C)(3) 0 23699 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD LIVING HOPE COMMUNITY CHURCH DUBLIN PANTRY 22 H W ROUTE 313 PERKASIE PA 18944 232920018 501(C)(3) 0 11010 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD LOVE FELLLOWSHIP TABERNACLE - GREATER WORKS PANTRY 5918 HULMESVILLE ROAD BENSALEM PA 19020 233057525 501(C)(3) 0 37428 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD MICHAEL'S CSC - BETTER TOMORROWS AT CHARTER ARMS 1 POTTER STREET WARMINSTER PA 18974 453199958 501(C)(3) 0 9855 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD NEW BRITAIN BAPTIST CHURCH FOOD LARDER 22 EAST BULTER AVENUE NEW BRITAIN PA 18901 231722224 501(C)(3) 0 22403 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD NO LONGER BOUND INC 5723 NORTON AVENUE BRISTOL PA 19007 232737398 501(C)(3) 0 9990 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD OPERATION PATHWAYS AT FOXWOOD MANOR APARTMENTS 2180 VETERANS HWY LEVITTOWN PA 19056 472897977 501(C)(3) 0 9979 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD PENNRIDGE FISH 800 WEST CHESTNUT STREET PERKASIE PA 18944 232729559 501(C)(3) 0 185446 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD QUAKERTOWN FOOD PANTY 101 B 3RD STREET QUAKERTOWN PA 18951 262583129 501(C)(3) 0 69404 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD ROCKPOINT CHURCH 4877 BERGSTROM RD DOYLESTOWN PA 18902 232542232 501(C)(3) 0 5814 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD SALVATION ARMY AND ITS COMPONENTS - SALVATIONS ARMY OF LOWER BUCKS 215 APPLETREE DRIVE LEVITTOWN PA 19055 135562351 501(C)(3) 0 32676 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD SECOND BAPTIST CHURCH - SOULFULL BLESSINGS 640 RACE STREET BRISTOL PA 19007 232320232 501(C)(3) 0 341370 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD SNYDER-GIROTTI ELEMENTARY SCHOOL 450 BEAVER STREET BRISTOL PA 19007 236004259 GOVERNMENT 0 5785 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD ST JOHN THE BAPTIST RC PARISH - THE LORDS PANTRY 4050 DURHAM ROAD OTTSVILLE PA 18942 231484157 501(C)(3) 0 35512 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD ST JOHN'S EVANGELICAL LUTHERAN CHURCH 505 NORTH YORK ROAD HATBORO PA 19040 232152237 501(C)(3) 0 13190 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD THE FOOD CENTER AT THE MORRISVILLE PRESBYTERIAN CHURCH 771 N PENNSYLVANIA AVENUE MORRISVILLE PA 19067 236393377 501(C)(3) 0 11217 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD YWCA OF BUCKS COUNTY 2425 TREVOSE ROAD TREVOSE PA 19053 231429832 501(C)(3) 0 210800 FAIR MARKET VALUE FOOD DONATIONS TO FEED THOSE WHO CANNOT AFFORD FOOD 36 0 WEATHERIZATION PROJECTS TO REDUCE ENERGY USAGE 196 579905 0 EMERGENCY UTILITY, RENT, MEDICAL COSTS, TRAINING AND EDUCATION COSTS 1557 2709552 0 GIFT CARDS 780 254344 0 FOOD 9700 473032 0 PART I, LINE 2: ALL CLIENTS THAT COME IN ARE ASSIGNED A CASE MANAGER. THERE IS AN APPLICATION AND APPROVAL PROCESS. NO PAYMENTS ARE PAID DIRECTLY TO AN INDIVIDUAL BUT ARE PAID TO A THIRD PARTY ON BEHALF OF INDIVIDUALS FOR ITEMS SUCH AS EMERGENCY UTILITIES, RENT, WEATHERIZATION PROJECTS, FOOD, AND EDUCATION AND TRAINING. X 25568 FAIR MARKET VALUE X 9 52101 FAIR MARKET VALUE X 587 3387384 USDA COMMODITY VALUE X GIFT CARDS 1016 76958 FAIR MARKET VALUE X ENERGY MATCH 27 7337 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): FOR PART I, LINE 19, THE NUMBER IN COLUMN (B) IS THE NUMBER OF DONORS. FOR ALL OTHER LINES, IT IS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A A SIMPLE MAJORITY OF THE EXISTING QUORUM OF THE BOARD OR EXECUTIVE COMMITTEE SHALL BE NECESSARY FOR ALL BUSINESS REQUIRING A VOTE, EXCEPT IN SPECIFIC SITUATIONS OTHERWISE STATED IN THESE BYLAWS. THE BOARD MAY AUTHORIZE AN ELECTRONIC VOTE USING EMAIL. UNANIMOUS CONSENT IN LIEU OF MEETING: ANY ACTION WHICH MAY BE PROPERLY TAKEN BY THE BOARD OF DIRECTORS ASSEMBLED IN A MEETING MAY ALSO BE TAKEN WITHOUT A MEETING, IF CONSENT IN WRITING SETTING FORTH THE ACTION SO TAKEN IS SIGNED BY ALL OF THE DIRECTORS ENTITLED TO VOTE WITH RESPECT TO ACTION. SUCH CONSENT SHALL HAVE THE SAME FORCE AND EFFECT AS A VOTE OF DIRECTORS ASSEMBLED AND SHALL BE FILED WITH THE MINUTES. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED ON MARCH 8, 2022, AS FOLLOWS: 1. BOARD COMPOSITION (NONE OF THESE CHANGES AFFECTED THE OVERALL NUMBER OF BOARD MEMBERS): A. THE NUMBER OF BOARD SEATS RESERVED FOR REPRESENTATIVES OF THE LOW-INCOME IN THE AREA SERVED BY THE ORGANIZATION WAS INCREASED FROM SIX (6) TO SEVEN (7). B. THE NUMBER OF BOARD SEATS RESERVED FOR PUBLIC OFFICIALS WAS INCREASED FROM TWO (2) TO THREE (3) BY INCREASING THE NUMBER OF SEATS RESERVED FOR PENNSYLVANIA STATE SENATORS REPRESENTING SENATORIAL DISTRICTS IN BUCKS COUNTY FROM TWO (2) TO THREE (3). C. THE NUMBER OF BOARD SEATS RESERVED FOR REPRESENTATIVES OF THE PRIVATE SECTOR WAS CHANGED FROM SIX (6) TO THE REMAINING BOARD SEATS. 2. THE CEO/EXECUTIVE DIRECTOR WAS AUTHORIZED TO SIGN RENEWALS OF EXISTING CONTRACTS WITHOUT REQUIRING AN ADDITIONAL SIGNATURE BY A MEMBER OF THE BOARD SO LONG AS THERE ARE NO MATERIAL CHANGES TO THE TERMS OF THE UNDERLYING CONTRACTS. FURTHER, THE CEO/EXECUTIVE DIRECTOR WAS AUTHORIZED TO SIGN OR OTHERWISE ENTER INTO NEW CONTRACTS WITHOUT REQUIRING AN ADDITIONAL SIGNATURE BY A MEMBER OF THE BOARD SO LONG AS SUCH CONTRACTS DO NOT COMMIT THE ORGANIZATION TO EXPENDITURES WHICH EXCEED $50,000 AND HAVE TERMS THAT EXTEND BEYOND ONE YEAR FORM 990, PART VI, SECTION A, LINE 7A THREE (3) BOARD SEATS ARE RESERVED FOR THE BUCKS COUNTY COMMISSIONERS. EACH COMMISSIONER SHALL BE REQUESTED TO SERVE AS A DIRECTOR FOR A TERM TO BE COTERMINOUS WITH THAT COMMISSIONER'S TERM OF OFFICE. SUBJECT TO THE TERM LIMITS IN THE BYLAWS, SUCH COMMISSIONER MAY, IN THE ALTERNATIVE, NOMINATE A REPRESENTATIVE TO SERVE IN THE COMMISSIONER'S SEAT. THREE (3) BOARD SEATS SHALL BE RESERVED FOR PENNSYLVANIA STATE SENATORS REPRESENTING SENATORIAL DISTRICTS IN BUCKS COUNTY. SENATORS SHALL BE REQUESTED TO SERVE AS A DIRECTOR FOR A TERM COTERMINOUS WITH THAT SENATOR'S TERM OF OFFICE. SUBJECT TO THE TERM LIMITS IN THE BYLAWS, SUCH STATE SENATORS MAY, IN THE ALTERNATIVE, NOMINATE A REPRESENTATIVE TO SERVE IN THE SENATOR'S SEAT. ONE (1) BOARD SEAT SHALL BE RESERVED FOR THE REPRESENTATIVE SERVING IN THE U.S. CONGRESS HOUSE OF REPRESENTATIVES FOR THE 8TH PENNSYLVANIA DISTRICT BUCKS COUNTY. THE TERM FOR THIS SEAT SHALL BE COTERMINOUS WITH THE REPRESENTATIVE'S TERM OF OFFICE. SUBJECT TO THE TERM LIMITS IN THE BYLAWS, THE U.S. REPRESENTATIVE MAY, IN THE ALTERNATIVE, NOMINATE A REPRESENTATIVE TO SERVE IN HIS/HER SEAT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED AND APPROVED BY BUCKS COUNTY OPPORTUNITY COUNCIL'S FINANCIAL COMMITTEE. THE FINANCIAL COMMITTEE MAKES A RECOMMENDATION TO THE BOARD AND PROVIDES THE INFORMATION RETURNS TO THE FULL BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL STAFF AND BOARD MEMBERS RECEIVE AN ANNUAL AFFIRMATION OF COMPLIANCE DOCUMENT WHICH THEY MUST READ AND SIGN. BY SIGNING THE ANNUAL AFFIRMATION OF COMPLIANCE, STAFF AND BOARD MEMBERS CERTIFY THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY AND HAVE A THOROUGH UNDERSTANDING OF ITS INTENT AND PURPOSE. AS PART OF THE POLICY, ANY IDENTIFIED CONFLICTS ARE COMMUNICATED AND ADDRESSED BY THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. THEY WILL ALSO MONITOR AND ENFORCE COMPLIANCE TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A AN ANNUAL APPRAISAL OF THE EXECUTIVE DIRECTOR'S JOB PERFORMANCE IS CONDUCTED BY THE BOARD OF DIRECTORS. A MERIT INCREASE IS DETERMINED BASED ON PERFORMANCE AND THE BOARD'S RESEARCH OF COMPARABLE POSITIONS IN BUCKS COUNTY, PENNSYLVANIA. THE DETERMINATION OF THE BOARD IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990, AND IF EVER APPLICABLE, FORM 990-T, AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE ORGANIZATION WAS FORMED PRIOR TO JULY 15, 1987 AND DOES NOT MAKE ITS FORM 1023 AVAILABLE TO THE GENERAL PUBLIC. IF A COPY IS LOCATED, IT WOULD BE MADE AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. WHEN A REQUEST IS RECEIVED THE DOCUMENTS ARE SENT THROUGH REGULAR MAIL OR ELECTRONIC MEDIA. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THE BUCKS COUNTY FOUNDATION - ECONOMIC SELF SUFFICIENCY -17,895. DOYLE DEVELOPMENT CORPORATION 100 DOYLE STREET DOYLESTOWN PA 18901 232546294 HOLDS TITLE OF PROPERTY FOR THE BENEFIT OF BUCKS COUNTY OPPORTUNITY COUNCIL PA 501 (C) (2) BUCKS COUNTY OPPORTUNITY COUNCIL INC 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 DOYLE DEVELOPMENT CORPORATION K 213243 CASH VALUE