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Nonprofiteer
← BUCKS COUNTY OPPORTUNITY COUNCIL INC

Form 990 for tax year 2022

Filed by BUCKS COUNTY OPPORTUNITY COUNCIL INC.

Totals

Total revenue
$13,518,674
Total expenses
$13,420,139
Contributions and grants received
$13,352,367
Grants paid
$8,559,637
Program service revenue
$0
Investment income
$39
Other revenue
$166,268
Total assets, end of year
$6,034,021
Total liabilities, end of year
$2,196,435
Net assets or fund balances, end of year
$3,837,586
Program services expenses (Part IX)
$12,160,595
Management and general expenses
$1,016,484
Fundraising expenses
$243,060
Program service expenses (Part III)
$12,160,595

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $8,015,368

  • 1f · All other contributions, gifts and grants

    $5,336,999

  • 1g · Noncash contributions included above

    $3,785,814

  • 3 · Investment income

    total $39 · excluded $39

  • 11a · Other revenue: MANAGEMENT FEES

    total $92,256 · related or exempt $92,256

  • 11b · Other revenue: ADMINISTRATIVE FEES

    total $49,493 · related or exempt $49,493

  • 11c · Other revenue: SECURITY DEP. REFUNDS

    total $9,086 · related or exempt $9,086

  • 11d · All other revenue

    total $15,433 · related or exempt $2,250 · excluded $13,183

  • 11e · Other revenue, total

    $166,268

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,352,634 · program services $4,352,634

  • 2 · Grants to domestic individuals

    total $4,207,003 · program services $4,207,003

  • 5 · Compensation of officers, directors and key employees

    total $312,078 · program services $83,681 · management and general $220,790 · fundraising $7,607

  • 7 · Other salaries and wages

    total $2,836,419 · program services $2,218,724 · management and general $489,651 · fundraising $128,044

  • 8 · Pension plan contributions

    total $78,629 · program services $68,665 · management and general $6,605 · fundraising $3,359

  • 9 · Other employee benefits

    total $185,908 · program services $151,340 · management and general $26,791 · fundraising $7,777

  • 10 · Payroll taxes

    total $257,145 · program services $198,425 · management and general $48,510 · fundraising $10,210

  • 11b · Fees: legal

    total $1,258 · program services $657 · management and general $569 · fundraising $32

  • 11c · Fees: accounting

    total $64,215 · program services $33,538 · management and general $29,044 · fundraising $1,633

  • 11g · Fees: other

    total $82,266 · program services $68,949 · management and general $11,090 · fundraising $2,227

  • 12 · Advertising and promotion

    total $24,708 · program services $10,825 · management and general $2,463 · fundraising $11,420

  • 13 · Office expenses

    total $232,307 · program services $165,321 · management and general $36,643 · fundraising $30,343

  • 14 · Information technology

    total $101,183 · program services $70,646 · management and general $19,154 · fundraising $11,383

  • 16 · Occupancy

    total $356,713 · program services $261,923 · management and general $82,677 · fundraising $12,113

  • 17 · Travel

    total $135,130 · program services $121,461 · management and general $8,446 · fundraising $5,223

  • 19 · Conferences, conventions and meetings

    total $27,083 · program services $18,908 · management and general $5,127 · fundraising $3,048

  • 22 · Depreciation, depletion and amortization

    total $47,501 · program services $47,501

  • 23 · Insurance

    total $50,512 · program services $38,657 · management and general $10,641 · fundraising $1,214

  • 24a · Other expenses: EQUIPMENT LEASE

    total $46,581 · program services $29,647 · management and general $14,058 · fundraising $2,876

  • 24b · Other expenses: DUES AND PUBLICATIONS

    total $20,866 · program services $12,090 · management and general $4,225 · fundraising $4,551

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,402,470 · end of year $1,271,163

  • 2 · Savings and temporary cash investments

    beginning of year $38,964 · end of year $39,004

  • 3 · Pledges and grants receivable

    beginning of year $25,000

  • 4 · Accounts receivable

    beginning of year $1,621,460 · end of year $1,544,784

  • 8 · Inventories for sale or use

    beginning of year $40,098 · end of year $60,254

  • 9 · Prepaid expenses and deferred charges

    beginning of year $54,566 · end of year $90,655

  • 10a · Land, buildings and equipment: cost or other basis

    $654,934

  • 10b · Land, buildings and equipment: accumulated depreciation

    $210,586

  • 10c · Land, buildings and equipment, net

    beginning of year $491,849 · end of year $444,348

  • 15 · Other assets

    beginning of year $792,902 · end of year $2,583,813

  • 17 · Accounts payable and accrued expenses

    beginning of year $746,488 · end of year $476,917

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,719,518

  • 27 · Net assets without donor restrictions

    beginning of year $1,423,652 · end of year $1,428,708

  • 28 · Net assets with donor restrictions

    beginning of year $2,297,169 · end of year $2,408,878

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

OUR MISSION IS TO REDUCE POVERTY AND PARTNER WITH OUR COMMUNITY TO PROMOTE ECONOMIC SELF-SUFFICIENCY.

  • 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 FY23, MORE THAN 75,000 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 AND DISTRIBUTED OVER 2.9 MILLION POUNDS OF FOOD.

    Expenses $5,460,188 · Grants $4,842,279 · Revenue $132,610

  • HOUSING SERVICES PROGRAM:THE HOUSING SERVICES PROGRAM INCLUDES STREET OUTREACH, HOUSING LOCATION, RAPID REHOUSING, TRANSITIONAL HOUSING, EMERGENCY HOTEL STAYS AND HOMELESS PREVENTION ASSISTANCE AS WELL AS UTILITY ASSISTANCE. IN PARTNERSHIP WITH MULTIPLE ENTITIES THROUGHOUT BUCKS COUNTY, WE ASSISTED OVER 1,000 HOUSEHOLDS ANNUALLY THROUGH HOUSING AND UTILITY ASSISTANCE PROGRAMS.

    Expenses $3,079,502 · Grants $1,668,345 · Revenue $11,495

  • 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. 385 HOUSEHOLDS HAVE GRADUATED FROM THE PROGRAM SINCE 1997 WITH AN AVERAGE INCREASE OF INCOME OF OVER $35,000 ANNUALLY. (CONTINUED ON SCHEDULE O.)THE ES PROGRAM ALSO INCLUDES THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) WHICH 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 1,300 RETURNS ANNUALLY.

    Expenses $2,205,662 · Grants $1,089,503 · Revenue $8,980

  • 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. IN FY23, 348 HOUSEHOLDS RECEIVED SERVICES THROUGH CRISIS RESPONSE AND WEATHERIZATION SERVICES.

    Expenses $1,415,243 · Grants $959,510

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Erin A Lukoss

    EXECUTIVE DIRECTOR

    Total calculated
    $165,840
    From this org
    $158,522
    From related orgs
    $0
    Other
    $7,318
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $147,309
    Bonus
    $5,213
    Other
    $6,000
    Deferred
    $6,738
    Nontaxable benefits
    $580
    Filer's total
    $165,840

  • Sarajane Hamilton

    CHIEF FINANCIAL OFFICER

    Total calculated
    $118,217
    From this org
    $104,145
    From related orgs
    $0
    Other
    $14,072
    Hours/week
    40 + 1 related

  • Kerry L Shepherd

    CHAIR AS OF JAN 2023, VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tim McCann

    TREASURER AS OF JAN 2023, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christina Kahmar

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tobias Bruhn

    DIRECTOR AS OF SEP 2023

    Total calculated
    $0
    Hours/week
    1

  • Laura Burdette

    DIRECTOR AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Lara Christiano

    DIRECTOR AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Emily Citrone

    DIRECTOR AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • James Dacey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deborah A Downey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Everett

    DIRECTOR AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Shane Fitzgerald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jacob A Iampietro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelley Keeling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher S Mahoney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey J Martinides

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Artecia Johnson

    DIRECTOR TO SEP 2022

    Total calculated
    $0
    Hours/week
    1

  • Andrew Moser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kaleena Polachek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fred Poritsky

    DIRECTOR AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Paul Rottkamp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wanda Wheeler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Danielle Wittig

    DIRECTOR AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    1

  • Michael W Mills

    CHAIR TO DEC 2022

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Constance M Furman

    TREASURER TO DEC 2022

    Total calculated
    $0
    Hours/week
    1

  • Reva Mae Baus

    DIRECTOR TO DEC 2022

    Total calculated
    $0
    Hours/week
    1

  • Janice S McCracken Erkes

    DIRECTOR TO JUL 2022

    Total calculated
    $0
    Hours/week
    1

  • Charles J Quattrone Jr

    DIRECTOR TO DEC 2022

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE BONUS FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • DOYLE DEVELOPMENT CORPORATION

    501 (C) (2) · HOLDS TITLE OF PROPERTY FOR THE BENEFIT OF BUCKS COUNTY OPPORTUNITY COUNCIL · PA

    Directly controlled by BUCKS COUNTY OPPORTUNITY COUNCIL INC

Provenance

Return type
form_990
Tax year
2022
Filed
16 January 2024
IRS schema version
2022v5.0
Source object
202430179349300433

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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