PENN FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PENN FOUNDATION INC (EIN 23-1496225)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-02
- IRS object ID
- 201130929349300603
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-02T07:49:10-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bee Bergvall & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 Easton Road / PO BOX 754 | AddressLine1 |
| City | Warrington | City |
| State | PA | State |
| ZIP Code | 18976 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231496225 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Penn Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PENN | NameControl |
| Phone | 2152576551 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 Lawn Avenue PO Box 32 | AddressLine1 |
| City | Sellersville | City |
| State | PA | State |
| ZIP Code | 18960 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Francine Mellott CPA | Name |
| Title | CFO | Title |
| Date Signed | 2011-04-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia R Bergvall | Name |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Francine Mellott CPA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 Lawn Avenue | AddressLine1 |
| City | Sellersville | City |
| State | PA | State |
| ZIP Code | 18960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21337745 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.pennfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Penn Foundation provides comprehensive behavioral health services to persons in need of hope, healing and compassion. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 429 | TotalNbrEmployees |
| Total Nbr Volunteers | 255 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2083281 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1793621 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17828084 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19149389 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2432 | OtherRevenuePriorYear |
| Other Revenue Current Year | 392060 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19908933 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21335070 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 568792 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 688638 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13385469 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14363773 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 397480 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4734934 | OtherExpensePriorYear |
| Other Expenses Current Year | 5351971 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18689195 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20404382 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1219738 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 930688 | RevenuesLessExpensesCY |
| Total Assets BOY | 12935380 | TotalAssetsBOY |
| Total Assets EOY | 13442510 | TotalAssetsEOY |
| Total Liabilities BOY | 7501005 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7289565 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5434375 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6152945 | NetAssetsOrFundBalancesEOY |
| Mission Description | Penn Foundation provides comprehensive behavioral health services to persons in need of hope, healing and compassion. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4500936 | Expense |
| Revenue | 5051116 | Revenue |
| Description | Mental Health ServicesDuring the 2009-2010 fiscal year, Penn Foundation's mental health programs provided 90,152 services to nearly 5,700 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.Aiming to fulfill needs and achieve goals that have not been met through traditional office-based treatment, ACT (Assertive Community Treatment) provides community-based psychiatric treatment, outreach, rehabilitation, and support to adults with severe mental illnesses. These individuals, primarily residents of northern Montgomery County, may have co-occurring mental health and substance use issues and may have had multiple psychiatric hospitalizations.FACT (Forensic Assertive Community Treatment), added to Penn Foundation's menu of services in 2008, offers the same services as ACT (described above) to residents of Upper Bucks County and the Lansdale, Souderton, and Telford areas of Montgomery County as well as qualifying individuals released from Bucks County prisons.SAP (Student Assistance Program) participates with four area school districts - Quakertown, Palisades, Pennridge, and Souderton - in identifying students who are "at risk" for developing emotional, mental health, or substance use problems and provides assessment and referral services.Nursing Home- Penn Foundation provides mental health and substance use services to residents of area nursing homes as well as to the geriatric population in the community.Peer Support Services received start-up funding in June 2008 and initiated services in fiscal year 2008-2009. These services are characterized by the development of a unique working partnership between a trained professional who self-identifies as a current or former participant in behavioral health services and a person who seeks such common life experience and mentoring as a key intervention in his/her current recovery from a serious mental illness or co-occurring substance use disorder. Peer Support Services facilitate empowerment and self-determination in a variety of ways, including but not limited to, individual advocacy, psychoeducation, exposure to/development of natural supports and community integration opportunities, and skill acquisition as it pertains to the recovery of meaningful daily activity and community roles. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4397418 | Expense |
| Revenue | 4756311 | Revenue |
| Description | 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 2009-2010, 1,664 clients received 39,986 services through the Recovery Center. Its services include Outpatient Services (individual, group, family, marriage, and/or psychiatric counseling), Intensive Outpatient Services (five days per week and three days per week programs), Inpatient Services* (39-bed on-site unit), non-medical Detoxification, Mobile Engagement Services (outreach), and Rehab at Home (unique professional coaching program, in-home, for families and individuals struggling with addiction). * A facility expansion initiated in 2007-2008 with increased inpatient bed capacity to 39 beds has allowed the program to serve more individuals and offer enhanced services beginning in July 2008. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2328768 | Expense |
| Revenue | 2667706 | Revenue |
| Description | Childrens servicesThrough its programs for children and adolescents, Penn Foundation provided 28,672 services to 675 children and adolescents during the 2009-2010 fiscal year. Wrap Around, also known as Behavioral Health Rehabilitation Services (BHRS), is a community-based empowerment 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 psychotherapy, creative arts therapies, play therapy, psycho educational therapy, and school-based interventions. Family Based 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 using this program are typically at risk for out-of-home placement so focus is placed on working with the family to successfully maintain the child in the home. Services 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. Available services include comprehensive developmental assessments, a resource center, consultation and training, and community collaboration. Through its Children's Community Based School Services program, Penn Foundation has been working with the Pennridge School District to provide school personnel with behavioral consultation and education. Additionally, Children's Community Based Services conducts group sessions at the district's four secondary schools for students who demonstrate at-risk behaviors or emotional issues. Referral to other needed resources for children and/or families has also been provided. Service delivery by Childrens' Services clinicians also includes student functional assessments as well as outcome evaluations regarding the work that is being provided.Early Intervention Supports Coordination is designed to help families with children, aged birth to three, with developmental delays. Services include assessment and treatment planning and location and coordination of services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6692881 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 688638 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 6672009 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 17920003 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 429 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Chief Financial Officer | NamePerson |
| Telephone Number | 2154535163 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 Lawn Avenue PO Box 32 | AddressLine1 |
| City | Sellersville | City |
| State | PA | State |
| ZIP Code | 18960 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Wellesley Bailey MD | ||||||||
| Psychiatrist | 40.00 | X | 195258 | 0 | 14188 | |||
| Wanda Lindsay | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Vernon H Kratz MD | ||||||||
| Director | 29.00 | 169054 | 0 | 0 | X | |||
| Thomas K Leidy | ||||||||
| Chairman | 4.00 | 0 | 0 | 0 | X | X | ||
| Stephen Nelson | ||||||||
| Treasurer | 1.00 | 0 | 0 | 0 | X | X | ||
| Ronald Souder MD | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Robin Pattin MD | ||||||||
| Psychiatrist | 40.00 | X | 102662 | 0 | 15124 | |||
| Robert Rapkin MD | ||||||||
| Psychiatrist | 0. | X | 172743 | 0 | 5594 | |||
| Marvin Anders | ||||||||
| Secretary | 1.00 | 0 | 0 | 0 | X | X | ||
| Margaret Zook | ||||||||
| Vice Chairman | 1.00 | 0 | 0 | 0 | X | X | ||
| John Goshow | ||||||||
| CEO | 50.00 | 124224 | 0 | 31362 | X | X | X | |
| J Phillip Moyer MD | ||||||||
| Member-at-large | 1.00 | 0 | 0 | 0 | X | |||
| Francine Mellott CPA | ||||||||
| CFO | 50.00 | 99621 | 0 | 2700 | X | X | ||
| Drew Moyer | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Donald E Kraybill Ph D | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Diana Koziupa MD | ||||||||
| Psychiatrist | 40.00 | X | 181974 | 0 | 23458 | |||
| David G Landis | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | X | ||
| Christopher J Squillaro DO | ||||||||
| Medical Directr | 40.00 | 182503 | 0 | 22654 | X | X | X | |
| Bruce Detweiler | ||||||||
| Director | 1.00 | 0 | 0 | 0 | X | |||
| Anne Newtown MD | ||||||||
| Psychiatrist | 40.00 | X | 134079 | 0 | 4691 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1362118 | TotalReportableCompFromOrg |
| Total Other Compensation | 119771 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Vernon Kratz MD | |||||
| 807 Lawn Avenue | Sellersville | PA | 18960 | Psychiatry | 169054 |
| Penn Builders | |||||
| 2275 Old Bethlehem Pike | Quakertown | PA | 18951 | Construction | 103285 |
| Pediatrics Therapeutics | |||||
| 760 Newtown-Yardley Road Suite 114 | Newtown | PA | 18940 | Pediatric assessment | 382516 |
| Mindshift Technologies | |||||
| 309 Waverly Oaks Raod Suite 301 | Waltham | MA | 02452 | Technology | 122981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 172821 | FundraisingEvents |
| Government Grants | 617654 | GovernmentGrants |
| All Other Contributions | 1003146 | AllOtherContributions |
| Noncash Contributions | 21083 | NoncashContributions |
| Total Contributions | 1793621 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Mgnd medical assistance | 8930098 | 8930098 |
| Medicare | 658908 | 658908 |
| Medical assistance | 791925 | 791925 |
| Fees from Counties | 5327253 | 5327253 |
| Client billing/insurance | 3031938 | 3031938 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 409267 | TotalRevenueColumn |
| Related Or Exempt Function Income | 409267 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19149389 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8400 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8400 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8400 | TotalRevenueColumn |
| Exclusion | $8,400 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 172821 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2675 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2675 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2675 | RelatedOrExemptFunctionIncome |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Reimbursement of Expenses | 149430 | 149430 |
| Miscellaneous | 11905 | 11905 |
| Life Insurance Proceeds | 225000 | 225000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 386335 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21335070 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19533049 | RelatedOrExemptFunctionIncome |
| Exclusion | $8,400 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688638 | Total |
| Program Services | 688638 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463065 | Total |
| Program Services | 321005 | ProgramServices |
| Management And General | 126501 | ManagementAndGeneral |
| Fundraising | 15559 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11326145 | Total |
| Program Services | 10211321 | ProgramServices |
| Management And General | 948761 | ManagementAndGeneral |
| Fundraising | 166063 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242626 | Total |
| Program Services | 234473 | ProgramServices |
| Management And General | 4314 | ManagementAndGeneral |
| Fundraising | 3839 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1436460 | Total |
| Program Services | 1155439 | ProgramServices |
| Management And General | 262490 | ManagementAndGeneral |
| Fundraising | 18531 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895477 | Total |
| Program Services | 801193 | ProgramServices |
| Management And General | 81468 | ManagementAndGeneral |
| Fundraising | 12816 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 805822 | Total |
| Program Services | 742887 | ProgramServices |
| Management And General | 60182 | ManagementAndGeneral |
| Fundraising | 2753 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376179 | Total |
| Program Services | 317784 | ProgramServices |
| Management And General | 57044 | ManagementAndGeneral |
| Fundraising | 1351 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242340 | Total |
| Program Services | 220118 | ProgramServices |
| Management And General | 155 | ManagementAndGeneral |
| Fundraising | 22067 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250710 | Total |
| Program Services | 215899 | ProgramServices |
| Management And General | 24009 | ManagementAndGeneral |
| Fundraising | 10802 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333250 | Total |
| Program Services | 300231 | ProgramServices |
| Management And General | 29505 | ManagementAndGeneral |
| Fundraising | 3514 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Telephone | 163226 | 146394 | 14544 | 2288 |
| Supplies | 1654997 | 1621920 | 26935 | 6142 |
| Outside professional | 377166 | 199502 | 117512 | 60152 |
| Maintenance and repairs | 162242 | 123548 | 37008 | 1686 |
| Data processing | 181729 | 31381 | 148623 | 1725 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804310 | Total |
| Program Services | 588270 | ProgramServices |
| Management And General | 147848 | ManagementAndGeneral |
| Fundraising | 68192 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20404382 | Total |
| Program Services | 17920003 | ProgramServices |
| Management And General | 2086899 | ManagementAndGeneral |
| Fundraising | 397480 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325 | BOY |
| EOY | 289087 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38793 | BOY |
| EOY | 51638 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 500000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2392568 | BOY |
| EOY | 2581988 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150351 | BOY |
| EOY | 145413 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12563299 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3024886 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9919201 | BOY |
| EOY | 9538413 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 100 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433142 | BOY |
| EOY | 335871 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12935380 | BOY |
| EOY | 13442510 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1609670 | BOY |
| EOY | 1729358 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3132 | BOY |
| EOY | 3132 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5888203 | BOY |
| EOY | 5557075 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7501005 | BOY |
| EOY | 7289565 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5214780 | BOY |
| EOY | 5383782 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219595 | BOY |
| EOY | 769163 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5434375 | BOY |
| EOY | 6152945 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12935380 | BOY |
| EOY | 13442510 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 744212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 828972 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1447212 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2083281 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1793621 | CurrentTaxYear |
| Total | 6897298 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14177308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14760285 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15856281 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17828084 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19147142 | CurrentTaxYear |
| Total | 81769100 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14921520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15589257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17303493 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19911365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20940763 | CurrentTaxYear |
| Total | 88666398 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 88666398 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8400 | CurrentTaxYear |
| Total | 121682 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88788080 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $60,180 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 60180 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| Explanation | The funds expended were made for the purpose of seeking available grant monies for expansion of Penn Foundation's program facilities. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 160189 | OtherCostOrOtherBasis |
| Book Value | 160189 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11087108 | OtherCostOrOtherBasis |
| Depreciation | 1922650 | Depreciation |
| Book Value | 9164458 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 191621 | OtherCostOrOtherBasis |
| Depreciation | 152701 | Depreciation |
| Book Value | 38920 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 830068 | OtherCostOrOtherBasis |
| Depreciation | 681168 | Depreciation |
| Book Value | 148900 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 294313 | OtherCostOrOtherBasis |
| Depreciation | 268367 | Depreciation |
| Book Value | 25946 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9538413 | TotalOfBookValueLandBuildings |
| Total Revenue | 21335070 | TotalRevenue |
| Total Expenses | 20404382 | TotalExpenses |
| Excess Or Deficit For Year | 930688 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -212119 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -212119 | TotalAdjustments |
| Excess Or Deficit Per FS | 718569 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21122951 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -212119 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -212119 | RevenueNotRptdF990 |
| Revenue Subtotal | 21335070 | RevenueSubtotal |
| Total Revenue Per Form990 | 21335070 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20404382 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 20404382 | ExpensesSubtotal |
| Total Expenses Per Form990 | 20404382 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Autumn Conference | NameOfEvent1 |
| Gross Receipts Event1 | 172821 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 172821 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 2675 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 172821 | GrossReceiptsTotal |
| Charitable Contributions Total | 172821 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 2675 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2675 | DirectExpenseSummaryEvents |
| Net Income Summary | -2675 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Penn Villa Corp | ||||||||||
| 807 Lawn Avenue | Sellersville | PA | 18960 | 300579613 | 501-c-3 | 0 | 360000 | FMV | Land | Land provided for low income residences |
| Penn Foundation Trust | ||||||||||
| 807 Lawn Avenue | Sellersville | PA | 18940 | 010760254 | 501-c-3 | 328638 | 0 | to fund future capt campaign expense | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Penn Foundation Inc. contributes funds to Penn Foundation Trust subject to Board approval. These contributions represent monies that are donated for the capital campaign. Those funds are held, invested and managed by Penn Foundation Trust until they are needed for capital purposes. In 2009-2010 Penn Foundation, Inc also contributed funds to the Penn Foundation Trust to be held and invested until needed for the furtherance of its mission. Penn Foundation Inc. receives regular reports from Penn Foundation Trust on the management of the funds.Penn Foundation contributed Land to Penn Villa Corp for the construction of low income housing. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| Wellesley Bailey MD | ||||
| 195258 | 5786 | 8402 | 209446 | |
| Vernon H Kratz MD | ||||
| 95818 | 169054 | 73236 | ||
| Robert Rapkin MD | ||||
| 172743 | 4828 | 766 | 178337 | |
| John Goshow | ||||
| 124224 | 17386 | 13976 | 155586 | |
| Diana Koziupa MD | ||||
| 181974 | 5057 | 18401 | 205432 | |
| Christopher J Squillaro DO | ||||
| 182503 | 5714 | 16940 | 205157 | |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Vernon Kratz MD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 169053 | AmountOfTransaction |
| Description Of Transaction | Psychiatry services | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents, policies, and financial statements are available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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.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, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Form 990 is distributed and reviewed in detail by members of Penn Foundation's Finance Committee, who are each Board Members of Penn Foundation. The Finance Committee then meets to discuss and approve Form 990. Subsequently, the Finance Committee provides a written and verbal summary of the Form 990 to the full Board of Directors at the regularly scheduled Board meeting. A complete copy of the Form 990 is made available to all Board members. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Case Management ServicesMental Health Case Management provides help in choosing, locating, and accessing community resources such as housing, financial benefits, employment and educational opportunities, etc. to further the recovery of children, adolescents, and adults. In 2009-2010, over 868 clients received 27,558 Mental Health Case Management Services. There are two levels of assistance: Administrative Case Management (participants work with a case manager in the office on short-term needs such as financial benefits, medication assistance, housing, etc.; current patients at Norristown State Hospital also work with administrative case managers around discharge planning and community resource linkage); and Blended Case Management (adult and child participants have access to a case manager 24/7 for emergencies, access to a phone support Warm Line every evening from 5:00-9:00 pm, and routinely work with a case manager on a bi-weekly to monthly basis, primarily in the community, to identify and achieve goals identified as part of their recovery/resiliency journey in having the life they envision). Recovery Coaching is a team-based, clinically-informed model of Blended Case Management service delivery. Recovery Coaching is currently being provided to all adults enrolled in Blended Case Management. HCHC (Health Choices Health Connections), added to supports offered by Penn Foundation in 2009, aims to integrate an individual's behavioral healthcare and physical healthcare. Participants receive nursing and behavioral health assessments and participate, in collaboration with their physical and behavioral healthcare providers, in the development and implementation of their holistic wellness plan. Professional navigators conduct or facilitate these assessments, coordinate communication across providers and work with participants in the community to access needed health services. OTHER PROGRAM SERVICES 5: Mental Retardation Mental Retardation Supports Coordination aims to educate clients and their families about available resources and empower them to make decisions regarding their care and their life. MR Supports Coordinators locate, coordinate, and monitor services and resources for individuals, aged three and older, with intellectual disabilities. During 2009-2010, 333 clients received 19,393 services. OTHER PROGRAM SERVICES 6: Residential ServicesResidential Services offers support for adults (18 years of age and older) with severe mental illnesses and co-occurring mental illnesses and substance use disorders. Within a caring community of current residents, alumni, and staff, residents experience independence, personal growth, and holistic recovery. During fiscal year 2009-2010, Residential Services provided over 13,675 services to 109 individuals. Within a structured living environment, Maximum Community Residential Rehabilitation is a transitional program offering residents 24/7 on-site staff support and supervision. Long-Term Supported Housing operates in the same apartment complex and offers daily support and supervision to residents, including 24/7 staff availability within the unit of Maximum apartments. Alumni Services are available to anyone who has resided in the residential program. Services include individual contact from staff for social support, assistance with resource linkages, and help in moving. Recreational activities available to current residents are open to alumni.The Co-Occurring MH/AOD residential program, known as the Village of Hope, is a transitional (up to two years) supported housing program specifically for homeless adults who have been diagnosed with both a mental health and substance use disorder. Two houses - one for men and one for women - each house up to eight individuals and offer 24/7 staff support. Residents learn and practice important life skills such as cooking, cleaning, and money management. They are also supported and encouraged to pursue education and employment goals. OTHER PROGRAM SERVICES 7: Social Rehabilitation ServicesReach IPR (Intensive Psychiatric Rehabilitation) aims to assist individuals with mental health or co-occurring mental health and substance use issues in setting and achieving personal goals in their living, learning, working, and social environments. By working through the five phases - Readiness Assessment, Readiness Development, Goal Choosing, Goal Achievement, and Goal Keeping - individuals in this program develop skills that they can transfer to real life settings and achieve self-chosen roles in the community.Wellspring Clubhouse* provides social, educational, and vocational skills and opportunities for adults recovering from mental illness or co-occurring mental health and substance use disorders to regain self-worth, confidence, and purpose. Members work side-by-side with staff in three work units - Health and Wellness, Member Services, and Career Development- to accomplish the tasks needed to keep the Clubhouse open and operational. Hours of operation are Monday-Friday, 8:30 a.m. - 4:00 p.m. Evening and weekend social programs are also available. During fiscal year 2009-2010, 213 Clubhouse members received 10,378 services.*In October 2008, Penn Foundation opened a brand new Clubhouse. The 5,500 square foot facility offers more spacious work units, modern technology, and a contemporary restaurant-style kitchen. Not only did this new building enable the Clubhouse to double its daily member attendance, it has also allowed the program to increase its membership capacity by 50-75%. OTHER PROGRAM SERVICES 8: Hospital ServicesEmergency Services offers trained crisis workers, available 24 hours-a-day, 7 days-a-week, to provide assessments and direct linkages to all levels of treatment for mental health and substance use emergencies. Consultation services provided psychiatric support to inpatient clients on the medical floor in a hospital setting. During the 2009-2010 fiscal year, 1,673 clients received 4,328 services. OTHER PROGRAM SERVICES 9: Employee Assistance ProgramThe Employee Assistance Program (EAP) was established to provide state-of-the-art support to meet the unique needs of area business owners. EAP helps managers, supervisors, and employees to better manage the emotional, psychological, and addiction issues they may experience personally or at work. Additionally, through coaching, training, policy and procedure development, and management consultation, EAP has given leaders and managers the skills they need to deal with troubled employees. In 2009-2010, EAP had contracts with 72 companies, covering 19,290 households and provided approximately 3,748 service hours to 1,207 individuals OTHER PROGRAM SERVICES 10: Christian/Pastoral ServicesDayspring Counseling Center offers individuals, couples, and families faith-based counseling services from a Christian perspective. Based on the biblical principles of hope, healing, compassion, and humility, Dayspring is meant to complement and enhance the ministry of pastoral care already offered by churches in the community. A Membership Assistance Program is also available, in which churches share the cost of counseling for their members. During 2009-2010, Dayspring provided 3,740 services to 432 individuals.Pastoral Services provides direct pastoral services to all clients and residents requesting spiritual care. It is non-denominational in nature and offered to persons of all faiths. Pastoral Services also provides community education and consultation for pastors, chaplains, and lay leaders who seek mental health, drug & alcohol, and co-occurring disorders information or referrals. Furthermore, Pastoral Services offers a nationally-accredited Clinical Pastoral Education (CPE) program to improve the quality of ministry and pastoral care offered by spiritual caregivers of all faiths in the community. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Penn Villa Corp | |||||||||
| 807 Lawn Avenue | Sellerville | PA | 18960 | 300579613 | To foster low-income housing | PA | 501(c)(3) | 9 | Penn Foundation Inc |
| Penn Foundation Trust | |||||||||
| 807 Lawn Avenue | Sellersville | PA | 18960 | 010760254 | To receive charitable contributions for the benefit of Penn | PA | 501-c-3 | 11-b | Penn Foundation Inc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Penn Villa Corp | |
| p | 255841 |
| Penn Villa Corp | |
| k | 149430 |
| Penn Villa Corp | |
| b | 401674 |
| Penn Foundation Trust | |
| r | 71009 |
| Penn Foundation Trust | |
| k | 190003 |
| Penn Foundation Trust | |
| c | 35806 |
| Penn Foundation Trust | |
| b | 328638 |
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