PENN FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

SCOTT R WOLFE

Phone

2152576551

Tax Period

2023-07-01 to 2024-06-30

PENN FOUNDATION INC, founded in 1955, is a mid-sized nonprofit in the Mental Health sector that reported $30.3M in total revenue in fiscal year 2023.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $30,803,421 Revenue: $27,091,817

EXPENSES INCURRED IN PROVIDING BEHAVIORAL HEALTH SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. FOR ADDITIONAL...

EXPENSES INCURRED IN PROVIDING BEHAVIORAL HEALTH SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. FOR ADDITIONAL INFORMATION, PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,183,740

Program Service Revenue $27,091,817

Investment Income $8,079

Other Revenue $32,936

TOTAL REVENUE $30,316,572

Expense Breakdown

Grants Paid $21,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,803,421

Other Expenses $33,212,743

TOTAL EXPENSES $33,234,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,316,572	$28,611,254	+0.1%
Expenses	$33,234,593	$29,391,016	+0.1%
Net Income	$-2,918,021	$-779,762	+2.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$392,299

Total Directors

$383,947

Key Employees

$335,789

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wayne A Mugrauer MPA	President - Penn Foundation	55.0	Officer	$0	$8,614	$392,299
Tara J Koehnlein CPA MBA	Trustee	55.0	Director	$0	$40,814	$383,947
Gibson George MD	Medical Director	55.0	Key Emp	$0	$38,875	$335,789
Ronald Souder MD	Chair - Trustee	1.0	Officer Director	$0	$0	$0
H Bruce Detweiler CPA	Treasurer - Trustee	1.0	Officer Director	$0	$0	$0
Elise Lamarra MS RN	Secretary	1.0	Officer Director	$0	$0	$0
Charles Amuso EdD	Trustee	1.0	Director	$0	$0	$0
Donald E Kraybill PhD	Trustee	1.0	Director	$0	$0	$0
Patrick Murphy	Trustee	1.0	Director	$0	$0	$0
DENNIS D PFEIGER JR	Trustee	55.0	Director	$0	$0	$0
Chhaya Sanathara MBA	Trustee	1.0	Director	$0	$0	$0
Jeffrey M Schweitzer	Trustee	1.0	Director	$0	$0	$0
Dorothy K Weik-Hange Esq	Trustee	1.0	Director	$0	$0	$0
Dale Westwood	Trustee	1.0	Director	$0	$0	$0
Frank Ford	Trustee (Term 1/1/24)	55.0	Director	$0	$0	$0
Scott R Wolfe	Chief Financial Officer	55.0	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$30,316,572	$33,234,593	$26,161,198	$-2,918,021
2023	$28,611,254	$29,391,016	$28,473,669	$-779,762
2022	$27,600,851	$26,820,092	$32,541,942	$780,759
2021	$31,596,468	$28,365,751	$26,556,017	$3,230,717
2020	$27,700,736	$28,697,305	$27,133,038	$-996,569
2019	$27,724,012	$26,969,116	$24,707,042	$754,896
2018	$26,986,440	$26,493,653	$23,969,392	$492,787