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Nonprofiteer
← BUCKS COUNTY OPPORTUNITY COUNCIL INC

Form 990 for tax year 2023

Filed by BUCKS COUNTY OPPORTUNITY COUNCIL INC.

Totals

Total revenue
$14,953,632
Total expenses
$14,830,482
Contributions and grants received
$14,819,281
Grants paid
$9,147,679
Program service revenue
$0
Investment income
$24,841
Other revenue
$109,510
Total assets, end of year
$7,467,056
Total liabilities, end of year
$3,478,578
Net assets or fund balances, end of year
$3,988,478
Program services expenses (Part IX)
$13,468,773
Management and general expenses
$1,076,697
Fundraising expenses
$285,012
Program service expenses (Part III)
$13,468,773

Program services were 90.8% 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.

  • 1c · Fundraising events

    $32,120

  • 1e · Government grants (contributions)

    $9,335,225

  • 1f · All other contributions, gifts and grants

    $5,451,936

  • 1g · Noncash contributions included above

    $3,517,076

  • 3 · Investment income

    total $24,841 · excluded $24,841

  • 8a · Fundraising events: gross income

    $17,380

  • 8a · Fundraising events: contributions included on line 1c

    $32,120

  • 8b · Fundraising events: direct expenses

    $31,829

  • 8c · Net income from fundraising events

    total -$14,449 · excluded -$14,449

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $87,449 · related or exempt $87,449

  • 11b · Other revenue: MANAGEMENT FEES

    total $20,445 · related or exempt $20,445

  • 11c · Other revenue: REBATES AND REFUNDS

    total $7,394 · excluded $7,394

  • 11d · All other revenue

    total $8,671 · related or exempt $7,248 · excluded $1,423

  • 11e · Other revenue, total

    $123,959

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,664,454 · program services $4,664,454

  • 2 · Grants to domestic individuals

    total $4,483,225 · program services $4,483,225

  • 5 · Compensation of officers, directors and key employees

    total $330,604 · program services $88,513 · management and general $234,044 · fundraising $8,047

  • 7 · Other salaries and wages

    total $3,301,886 · program services $2,611,705 · management and general $525,778 · fundraising $164,403

  • 8 · Pension plan contributions

    total $91,319 · program services $81,705 · management and general $5,977 · fundraising $3,637

  • 9 · Other employee benefits

    total $228,139 · program services $189,489 · management and general $29,731 · fundraising $8,919

  • 10 · Payroll taxes

    total $282,310 · program services $224,082 · management and general $47,669 · fundraising $10,559

  • 11b · Fees: legal

    total $8,547 · program services $5,590 · management and general $2,339 · fundraising $618

  • 11c · Fees: accounting

    total $54,258 · program services $35,484 · management and general $14,850 · fundraising $3,924

  • 11g · Fees: other

    total $105,963 · program services $81,727 · management and general $16,119 · fundraising $8,117

  • 12 · Advertising and promotion

    total $11,104 · program services $5,254 · management and general $993 · fundraising $4,857

  • 13 · Office expenses

    total $275,450 · program services $210,827 · management and general $33,704 · fundraising $30,919

  • 14 · Information technology

    total $164,644 · program services $127,073 · management and general $24,696 · fundraising $12,875

  • 16 · Occupancy

    total $475,719 · program services $364,949 · management and general $96,459 · fundraising $14,311

  • 17 · Travel

    total $156,308 · program services $137,018 · management and general $14,955 · fundraising $4,335

  • 19 · Conferences, conventions and meetings

    total $23,877 · program services $18,427 · management and general $3,581 · fundraising $1,869

  • 22 · Depreciation, depletion and amortization

    total $47,836 · program services $47,836

  • 23 · Insurance

    total $53,714 · program services $43,935 · management and general $8,449 · fundraising $1,330

  • 24a · Other expenses: EQUIPMENT LEASE

    total $49,658 · program services $33,388 · management and general $13,088 · fundraising $3,182

  • 24b · Other expenses: DUES AND PUBLICATIONS

    total $21,467 · program services $14,092 · management and general $4,265 · fundraising $3,110

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,271,163 · end of year $1,032,389

  • 2 · Savings and temporary cash investments

    beginning of year $39,004 · end of year $289,112

  • 3 · Pledges and grants receivable

    end of year $100,000

  • 4 · Accounts receivable

    beginning of year $1,544,784 · end of year $1,700,723

  • 8 · Inventories for sale or use

    beginning of year $60,254 · end of year $44,694

  • 9 · Prepaid expenses and deferred charges

    beginning of year $90,655 · end of year $97,757

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

    $691,372

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

    $258,421

  • 10c · Land, buildings and equipment, net

    beginning of year $444,348 · end of year $432,951

  • 15 · Other assets

    beginning of year $2,583,813 · end of year $3,769,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $476,917 · end of year $517,789

  • 19 · Deferred revenue

    end of year $100,000

  • 25 · Other liabilities

    beginning of year $1,719,518 · end of year $2,860,789

  • 27 · Net assets without donor restrictions

    beginning of year $1,428,708 · end of year $1,496,880

  • 28 · Net assets with donor restrictions

    beginning of year $2,408,878 · end of year $2,491,598

Mission and programs · 2023

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.

  • 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 FY24, MORE THAN 85,000 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 3.3 MILLION POUNDS OF FOOD.

    Expenses $6,142,096 · Grants $5,410,137 · Revenue $88,841

  • 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 $3,417,341 · Grants $1,694,351 · Revenue $5,384

  • 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. 402 HOUSEHOLDS HAVE GRADUATED FROM THE PROGRAM SINCE 1997 WITH AN AVERAGE INCREASE OF INCOME OF OVER $35,000 ANNUALLY. 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. (CONTINUED ON SCH. O)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 $2,360,120 · Grants $1,100,450 · Revenue $20,914

  • 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 FY24, 349 HOUSEHOLDS RECEIVED SERVICES THROUGH CRISIS RESPONSE AND WEATHERIZATION SERVICES.

    Expenses $1,549,216 · Grants $942,741 · Revenue $3

As filed on the 2023 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
    $200,731
    From this org
    $189,159
    From related orgs
    $0
    Other
    $11,572
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $171,371
    Bonus
    $11,788
    Other
    $6,000
    Deferred
    $10,989
    Nontaxable benefits
    $583
    Filer's total
    $200,731

  • Sarajane Hamilton

    CHIEF FINANCIAL OFFICER

    Total calculated
    $126,631
    From this org
    $109,878
    From related orgs
    $0
    Other
    $16,753
    Hours/week
    39 + 1 related

  • Kerry L Shepherd

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tim McCann

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Christina Kahmar

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tobias Bruhn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Burdette

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lara Christiano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily Citrone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Dacey

    DIRECTOR UNTIL DEC 2023

    Total calculated
    $0
    Hours/week
    1

  • Deborah A Downey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Everett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sam Feldbaum

    DIRECTOR AS OF JAN 2024

    Total calculated
    $0
    Hours/week
    1

  • Shane Fitzgerald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Freeman

    DIRECTOR AS OF JAN 2024

    Total calculated
    $0
    Hours/week
    1

  • Randal Henderson

    DIRECTOR AS OF JAN 2024

    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

  • Andrew Moser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kaleena Polachek

    DIRECTOR UNTIL DEC 2023

    Total calculated
    $0
    Hours/week
    1

  • Fred Poritsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlie Quattrone

    DIRECTOR AS OF JAN 2024

    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

    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
2023
Filed
26 February 2025
IRS schema version
2023v6.0
Source object
202540589349301664

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