2011-04-02T07:49:10-07:00 2010-06-30 Bee Bergvall & Co PC 936 Easton Road / PO BOX 754 Warrington PA 18976 990 2009-07-01 231496225 Penn Foundation Inc PENN 2152576551 807 Lawn Avenue PO Box 32 Sellersville PA 18960 Francine Mellott CPA 2011-04-02 Cynthia R Bergvall 2009 2016-02-24 21:20:13Z Francine Mellott CPA 807 Lawn Avenue Sellersville PA 18960 21337745 false false X www.pennfoundation.org X 1955 PA Penn Foundation provides comprehensive behavioral health services to persons in need of hope, healing and compassion. 12 11 429 255 0 2083281 1793621 17828084 19149389 0 -2432 392060 19908933 21335070 568792 688638 0 13385469 14363773 0 397480 4734934 5351971 18689195 20404382 1219738 930688 12935380 13442510 7501005 7289565 5434375 6152945 Penn Foundation provides comprehensive behavioral health services to persons in need of hope, healing and compassion. false false 4500936 5051116 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. 4397418 4756311 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. 2328768 2667706 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. 6692881 688638 6672009 17920003 true true false true false false false false false false true true true false false false false false false true false false true false true false false false false false false false false true false false false false false false false true false false false true 33 0 true 429 true false false false false false false false false false false true 1 false false false false false false false false 12 11 false false false false false false false true true false false false true true true true true true true true false false PA X X Chief Financial Officer 2154535163 807 Lawn Avenue PO Box 32 Sellersville PA 18960 Wellesley Bailey MD 40.00 X 195258 0 14188 Wanda Lindsay 1.00 X 0 0 0 Vernon H Kratz MD 29.00 X 169054 0 0 Thomas K Leidy 4.00 X X 0 0 0 Stephen Nelson 1.00 X X 0 0 0 Ronald Souder MD 1.00 X 0 0 0 Robin Pattin MD 40.00 X 102662 0 15124 Robert Rapkin MD 0. X 172743 0 5594 Marvin Anders 1.00 X X 0 0 0 Margaret Zook 1.00 X X 0 0 0 John Goshow 50.00 X X X 124224 0 31362 J Phillip Moyer MD 1.00 X 0 0 0 Francine Mellott CPA 50.00 X X 99621 0 2700 Drew Moyer 1.00 X 0 0 0 Donald E Kraybill Ph D 1.00 X 0 0 0 Diana Koziupa MD 40.00 X 181974 0 23458 David G Landis 1.00 X X 0 0 0 Christopher J Squillaro DO 40.00 X X X 182503 0 22654 Bruce Detweiler 1.00 X 0 0 0 Anne Newtown MD 40.00 X 134079 0 4691 1362118 119771 8 false true false 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 4 172821 617654 1003146 21083 1793621 Mgnd medical assistance 8930098 8930098 Medicare 658908 658908 Medical assistance 791925 791925 Fees from Counties 5327253 5327253 Client billing/insurance 3031938 3031938 409267 409267 19149389 0 0 0 8400 8400 8400 8400 0 172821 2675 -2675 -2675 0 0 Reimbursement of Expenses 149430 149430 Miscellaneous 11905 11905 Life Insurance Proceeds 225000 225000 386335 21335070 19533049 8400 688638 688638 0 0 0 463065 321005 126501 15559 0 11326145 10211321 948761 166063 242626 234473 4314 3839 1436460 1155439 262490 18531 895477 801193 81468 12816 0 0 0 0 0 0 0 0 0 0 0 805822 742887 60182 2753 376179 317784 57044 1351 0 0 242340 220118 155 22067 0 250710 215899 24009 10802 333250 300231 29505 3514 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 804310 588270 147848 68192 20404382 17920003 2086899 397480 1325 289087 38793 51638 500000 2392568 2581988 0 0 0 0 150351 145413 12563299 3024886 9919201 9538413 0 100 0 0 433142 335871 12935380 13442510 1609670 1729358 3132 3132 5888203 5557075 7501005 7289565 X 5214780 5383782 219595 769163 5434375 6152945 12935380 13442510 X false true true X true true X 744212 828972 1447212 2083281 1793621 6897298 14177308 14760285 15856281 17828084 19147142 81769100 0 0 0 14921520 15589257 17303493 19911365 20940763 88666398 0 0 88666398 0 0 0 31208 29337 26330 26407 8400 121682 88788080 0.99860 0.99790 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 60180 60180 false false Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description The funds expended were made for the purpose of seeking available grant monies for expansion of Penn Foundation's program facilities. 160189 160189 11087108 1922650 9164458 191621 152701 38920 830068 681168 148900 294313 268367 25946 9538413 21335070 20404382 930688 -212119 -212119 718569 21122951 -212119 -212119 21335070 21335070 20404382 20404382 20404382 false Autumn Conference 172821 172821 2675 172821 172821 2675 2675 -2675 true 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 2 0 Grantmaker's Description of How Grants are Used 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. X X X false true false false false false false false false false Wellesley Bailey MD 195258 5786 8402 209446 Vernon H Kratz MD 95818 73236 169054 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 Vernon Kratz MD Board Member 169053 Psychiatry services false 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. 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 false true true false false false false false false false true false false false false true false true 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