The mission of the organization is to instill hope, inspire change, and build community. In addition, the organization is an affiliate within st. Luke's university health network ("network"); a tax-exempt integrated healthcare delivery network. St. Luke's health network, INC. Is the tax-exempt parent entity of the network. The network's mission is to care for the sick and injured regardless of their ability to pay, improve our communities' overall health, and educate our health care professionals. Please refer to schedule o for the organization's community benefit statement.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$2.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $1.0M a year · 4% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.7M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $2.0M
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$12.6M
47% of total assets
Looks good: liabilities are 47% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 12 voting members
Looks good: 11 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.7M
Spent
$28.7M
To programs
86%
Net assets
$14.5M
By yearFY2020–FY2025
Revenue
$27.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$27.7M
FY2021$31.6M
FY2022$27.6M
FY2023$28.6M
FY2024$30.3M
FY2025$28.7M
Expenses
$28.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$28.7M
FY2021$28.4M
FY2022$26.8M
FY2023$29.4M
FY2024$33.2M
FY2025$34.1M
Net assets
$14.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$14.5M
FY2021$17.8M
FY2022$20.5M
FY2023$19.2M
FY2024$14.6M
FY2025$6.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1959.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $24.7M Management & general 13% · $3.7M Fundraising 1% · $314K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $2.7M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President an
$324,993Pt VII · Sec A
$283,164Pt VII · Sec A
Psychiatrist
$250,701Pt VII · Sec A
Psychiatrist
$247,148Pt VII · Sec A
Psychiatrist
$243,498Pt VII · Sec A
Psychiatrist
$232,293Pt VII · Sec A
Psychiatrist
$219,065Pt VII · Sec A
Psychiatrist
$214,552Pt VII · Sec A

Wayne a Mugrauer Mpa’s $214K as President - Penn Foundation is at the 33rd percentile of top reported officer pay among 747 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2022FY2021FY2020
Wayne Mugrauer Mpa—$316,101$324,993
Gibson George—$285,483$243,498
Christopher Squillaro DO——$283,164
Wellesley Bailey—$257,997$250,701
Alan Sofranko—$257,639$247,148
Jennifer Sokol—$235,604$232,293
Olga Kissel—$222,338$219,065
Scott Harman—$216,954$214,552

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Penn Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Inspiring change and building community by instilling hope.

Questions for Penn Foundation INC

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Your first name shows with your question. Penn Foundation INC answers here, for everyone.

Provided by the organization

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3 programs · $18.3M · in their own filed words · FY2019
01

Drug and alcohol services penn foundation's john w. And emily clemens recovery center offers a comprehensive continuum of services for substance use disorders, including persons with co-occurring psychiatric disorders. During fiscal year 2019- 2020, nearly 54,749 services were provided to approximately 5,470 individuals.

$8.4Mprogram expense
02

Mental Health Services

During the 2019-2020 fiscal year, penn foundation's mental health programs provided approximately 74,806 services to nearly 5,417 clients. Mental health outpatient services provides comprehensive evaluations, counseling, and medication management for individuals, couples, and families presenting with mental health and co-occurring mental…

$7.9Mprogram expense
03

Children's Services

Through its programs for children and adolescents, penn foundation provided over 15,965 services to nearly 640 children and adolescents during the 2019-2020 fiscal year. Wrap AROUND/IBHS (intensive behavioral health services) is a community- based empowerment approach for families of children and adolescents (birth to 21 years of age)…

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$2.0M
See all 4 funders →
Grants paid · 5 grants · $1.2M · 2019–2024
Unitemized GrantFY2024$7,700
Unitemized GrantFY2023$21,350
Unitemized GrantFY2022$12,170
Penn Foundation TrustPA · FY2020$1,124,184
Penn Foundation TrustPA · FY2019$25,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$27.7M
Ln 12
Fees for servicesLn 2g$26.3M
Gifts and grantsLn 1h$1.2M
Other incomeLn 4–11$187K
Money outPt IX
$28.7M
Ln 25
Programscol B$24.7M
Managementcol C$3.7M
Fundraisingcol D$314K
Owns and owesPt X
$14.5M
net assets · Ln 32
Cash and savingsLn 1–2$6.0M
Total assetsLn 16$27.1M
LiabilitiesLn 26$12.6M
PeoplePt VI, VII
25
listed · VII A
PaidVII A13
Voting boardVI 1a12
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$35K
Fundraising eventsLn 1c$150K
Fees for servicesLn 2g$26.3M
Investment incomeLn 3$15K
Other incomeLn 4–11$187K
Total revenueLn 12$27.7M
Assets in detailPt X, end of year
CashLn 1$204K
SavingsLn 2$5.8M
Cash and savings togetherLn 1–2$6.0M
InvestmentsLn 11–13$100
Land, buildings, equipmentLn 10c$18.2M
Other assetsLn 15$360K
Total assetsLn 16$27.1M
LiabilitiesLn 26$12.6M
Net assetsLn 32$14.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.3M$6.0M
InvestmentsLn 11–13$100$100
Land, buildings, equipmentLn 10c$18.9M$18.2M
Total assetsLn 16$24.7M$27.1M
LiabilitiesLn 26$9.1M$12.6M
Net assetsLn 32$15.6M$14.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25K$25K
Pay of current officers, directors and key staffLn 5$941K$463K$447K$31K
Other salaries and wagesLn 7$18.4M$16.5M$1.7M$185K
Pension plan contributionsLn 8$6K$6K
Other employee benefitsLn 9$1.9M$1.6M$280K$19K
Payroll taxesLn 10$1.4M$1.1M$191K$13K
Other fees for servicesLn 11g$260K$17K$242K
Office expensesLn 13$860K$760K$89K$10K
OccupancyLn 16$926K$826K$92K$8K
TravelLn 17$522K$495K$27K$389
Conferences, conventions and meetingsLn 19$102K$45K$56K$641
InterestLn 20$262K$168K$88K$6K
Depreciation, depletion and amortizationLn 22$746K$532K$200K$14K
InsuranceLn 23$400K$348K$49K$2K
Other expenses (24a–d)Ln 24$1.8M$1.7M$65K$3K
All other expensesLn 24e$219K$79K$119K$22K
Total functional expensesLn 25$28.7M$24.7M$3.7M$314K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $28.7M$34.1M−$5.4M$6.8M 990 PDF
FY2024 $30.3M$33.2M−$2.9M$14.6M 990 PDF
FY2023 $28.6M$29.4M−$780K$19.2M 990 PDF
FY2022 $27.6M$26.8M$781K$20.5M 990 PDF
FY2021 $31.6M$28.4M$3.2M$17.8M 990 PDF
FY2020 Viewing $27.7M$28.7M−$997K$14.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $27,700,736 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,138,162$1,164,353
I-9 Program service revenuePrior year $25,408,645$26,334,564
I-10 Investment incomePrior year $42,435$14,719
I-11 Other revenuePrior year $134,770$187,100
I-12 Total revenuePrior year $27,724,012$27,700,736
I-13 Grants and similar amounts paidPrior year $55,000$25,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $20,874,610$22,614,750
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $6,039,506$6,057,555
I-18 Total expensesPrior year $26,969,116$28,697,305
I-19 Revenue less expensesPrior year $754,896−$996,569
Part VI · Governance 11 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $27,700,736 across 11 lines filed
Lines not itemized here account for $221,617 of total revenue; see the IRS return.
VIII-1c Fundraising events$149,623
VIII-1d Related organizations$190,740
VIII-1e Government grants$35,000
VIII-1f All other contributions, gifts and grants$788,990
VIII-1h Total contributions, gifts and grants$1,164,353
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $26,120,572$26,120,572
VIII-3 Investment incomeExcluded from tax $14,719$14,719
VIII-6 Net rental income or lossExcluded from tax $22,541$22,541
VIII-8 Net income from fundraising eventsExcluded from tax −$37,239−$37,239
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $194,173$194,173
VIII-12 Total revenueRelated to mission $26,536,362 · Excluded from tax $21$27,700,736
Part IX · Statement of functional expenses $28,697,305 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $25,000$25,000
IX-5 Pay of current officers, directors and key staffPrograms $462,810 · Management $447,412 · Fundraising $30,999$941,221
IX-7 Other salaries and wagesPrograms $16,478,815 · Management $1,738,297 · Fundraising $184,581$18,401,693
IX-8 Pension plan contributionsManagement $5,603$5,603
IX-9 Other employee benefitsPrograms $1,614,348 · Management $279,779 · Fundraising $19,213$1,913,340
IX-10 Payroll taxesPrograms $1,149,562 · Management $190,505 · Fundraising $12,826$1,352,893
IX-11g Other fees for servicesPrograms $17,459 · Management $242,219$259,678
IX-13 Office expensesPrograms $760,183 · Management $89,131 · Fundraising $10,462$859,776
IX-16 OccupancyPrograms $825,647 · Management $91,860 · Fundraising $8,098$925,605
IX-17 TravelPrograms $494,864 · Management $26,754 · Fundraising $389$522,007
IX-19 Conferences, conventions and meetingsPrograms $45,142 · Management $56,026 · Fundraising $641$101,809
IX-20 InterestPrograms $167,944 · Management $88,164 · Fundraising $6,167$262,275
IX-22 Depreciation, depletion and amortizationPrograms $532,106 · Management $200,300 · Fundraising $13,836$746,242
IX-23 InsurancePrograms $347,985 · Management $49,238 · Fundraising $2,287$399,510
IX-24 Other expenses (24a–d)Programs $1,693,906 · Management $65,013 · Fundraising $2,726$1,761,645
IX-24e All other expensesPrograms $78,619 · Management $118,721 · Fundraising $21,668$219,008
IX-25 Total functional expensesPrograms $24,694,390 · Management $3,689,022 · Fundraising $313,893$28,697,305
Part X · Balance sheet $27,133,038 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,425,883$203,833
X-2 Savings and temporary cash investmentsStart of year $870,569$5,754,547
X-4 Accounts receivableStart of year $2,966,293$2,458,901
X-9 Prepaid expenses and deferred chargesStart of year $203,763$128,360
X-10c Land, buildings and equipment, netStart of year $18,885,529$18,227,216
X-12 Other securitiesStart of year $100$100
X-15 Other assetsStart of year $354,905$360,081
X-16 Total assetsStart of year $24,707,042$27,133,038
X-17 Accounts payable and accrued expensesStart of year $1,539,952$1,660,509
X-19 Deferred revenueStart of year $15,910$16,324
X-25 Other liabilitiesStart of year $262,027$4,265,784
X-26 Total liabilitiesStart of year $9,107,233$12,620,397
X-27 Net assets without donor restrictionsStart of year $15,136,530$14,317,950
X-28 Net assets with donor restrictionsStart of year $463,279$194,691
X-32 Total net assets or fund balancesStart of year $15,599,809$14,512,641
X-33 Total liabilities and net assetsStart of year $24,707,042$27,133,038
Part XI · Reconciliation of net assets $14,512,641 net assets at year end
XI-1 Total revenue$27,700,736
XI-2 Total expenses$28,697,305
XI-3 Revenue less expenses−$996,569
XI-4 Net assets at start of year$15,599,809
XI-5 Net unrealized gains (losses) on investments$6,113
XI-8 Prior period adjustments−$96,712
XI-10 Net assets at end of year$14,512,641

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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