BUCKS COUNTY OPPORTUNITY COUNCIL I… - Form 990 Financial Data

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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

1965

Legal Domicile

Principal Officer

ERIN A LUKOSS

Phone

2153458175

Tax Period

2024-07-01 to 2025-06-30

BUCKS COUNTY OPPORTUNITY COUNCIL INC, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $14.9M in total revenue in fiscal year 2024.

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.

Program Service Accomplishments

Program 1

Expenses: $5,685,441 Revenue: $68,665

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 FY25, MORE THAN 90,000 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 MILLION POUNDS OF FOOD.

Program 2

Expenses: $3,561,556 Revenue: $39,450

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.

Program 3

Expenses: $2,266,440 Revenue: $29,383

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. 420 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. IN FY25 WE COMPLETED A RECORD NUMBER OF 1,577 TAX RETURNS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,700,683

Program Service Revenue $0

Investment Income $51,786

Other Revenue $136,000

TOTAL REVENUE $14,888,469

Expense Breakdown

Grants Paid $8,499,934

Salaries & Benefits $4,488,619

Fundraising Expenses $355,698

Program Expenses $13,041,767

Other Expenses $1,581,609

TOTAL EXPENSES $14,570,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,888,469	$14,953,632	0.0%
Expenses	$14,570,162	$14,830,482	0.0%
Net Income	$318,307	$123,150	+1.6%

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

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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

Volunteers

1964

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

$339,301

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRY L SHEPHERD	CHAIR UNTIL DEC 2024	1.00	Officer Director	$0	$0	$0
TOBIAS BRUHN	CHAIR AS OF JAN 2025	1.00	Officer Director	$0	$0	$0
DEBORAH A DOWNEY	VICE CHAIR AS OF JAN 2025	1.00	Officer Director	$0	$0	$0
TIM MCCANN	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY PERMAR	SECRETARY AS OF JAN 2025	1.00	Officer Director	$0	$0	$0
LAURA BURDETTE	DIRECTOR	1.00	Director	$0	$0	$0
LARA CHRISTIANO	DIRECTOR	1.00	Director	$0	$0	$0
EMILY CITRONE	DIRECTOR	1.00	Director	$0	$0	$0
SAM FELDBAUM	DIRECTOR	1.00	Director	$0	$0	$0
SHANE FITZGERALD	DIRECTOR UNTIL DEC 2024	1.00	Director	$0	$0	$0
DAVID FREEMAN	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA GROSS DORF	DIRECTOR AS OF JAN 2025	1.00	Director	$0	$0	$0
RANDAL HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JACOB A IAMPIETRO	DIRECTOR	1.00	Director	$0	$0	$0
KELLEY KEELING	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH KELLER	DIRECTOR AS OF JAN 2025	1.00	Director	$0	$0	$0
CHRISTOPHER S MAHONEY	DIRECTOR UNTIL DEC 2024	1.00	Director	$0	$0	$0
JEFFREY J MARTINIDES	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MOSER	DIRECTOR	1.00	Director	$0	$0	$0
FRED PORITSKY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE QUATTRONE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ROTTKAMP	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SHORTEN	DIRECTOR AS OF JAN 2025	1.00	Director	$0	$0	$0
WANDA WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
ERIN A LUKOSS	CHIEF EXECUTIVE DIRECTOR	39.00	Officer	$193,960	$11,850	$205,810
SARAJANE HAMILTON	CHIEF FINANCIAL OFFICER	39.00	Officer	$116,130	$17,361	$133,491

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	$14,888,469	$14,570,162	$7,853,584	$318,307
2024	$14,953,632	$14,830,482	$7,467,056	$123,150
2023	$13,518,674	$13,420,139	$6,034,021	$98,535
2022	$12,553,071	$12,421,378	$4,467,309	$131,693
2021	$13,628,664	$12,497,068	$4,054,962	$1,131,596
2020	$8,843,364	$8,298,889	$3,193,539	$544,475
2019	$7,022,468	$6,600,113	$2,298,855	$422,355
2018	$6,336,757	$6,169,099	$1,951,559	$167,658

BUCKS COUNTY OPPORTUNITY COUNCIL INC