BE A PART OF THE CONVERSATION

EIN: 471233578 501(c)(3) Mental Health

NEWTOWN SQUARE, PA

Total Revenue
$415,222
Total Expenses
$348,017
Total Assets
$316,956
Net Assets
$298,955
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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
2015
Legal Domicile
PA
Principal Officer
KIM PORTER CFRS
Phone
2676292214
Tax Period
2024-07-01 to 2025-06-30

BE A PART OF THE CONVERSATION, founded in 2015, is a small nonprofit in the Mental Health sector that reported $415K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 16% operating margin.

Mission

THE PRIMARY PURPOSE OF BAPOTC IS TO ADDRESS SUBSTANCE USE, MISUSE AND ADDICTION AND THE IMPACT ON INDIVIDUALS AND THEIR FAMILIES BY BUILDING A CULTURE OF AWARENESS AND SUPPORT. THIS PURPOSE IS PURSUED THROUGH HOSTING SPEAKING AND EDUCATIONAL EVENTS THROUGHOUT THE COMMUNITIES AND SCHOOL DISTRICTS IN SOUTHEASTERN PENNSYLVANIA.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $202,628
Program Service Revenue $128,256
Investment Income $4,917
Other Revenue $79,421
TOTAL REVENUE $415,222

Expense Breakdown

Grants Paid $0
Salaries & Benefits $222,023
Fundraising Expenses $23,101
Program Expenses $243,306
Other Expenses $125,994
TOTAL EXPENSES $348,017

Year-over-Year Comparison

2024 2023 Change
Revenue $415,222 $343,092 +0.2%
Expenses $348,017 $426,688 -0.2%
Net Income $67,205 $-83,596 -1.8%
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

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Governance

Voting Members
11
Independent Members
11
Employees
3
Volunteers
50

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
4
$0
Total Directors
12
$82,580
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIM PORTER CFRS EXECUTIVE DI 40.00
Director
$82,580 $0 $82,580
JILL ADAMS SFW BOARD MEMBER 1.00
Director
$0 $0 $0
DR CAROLINE FENKEL LCSW BOARD MEMBER 1.00
Director
$0 $0 $0
JOE GAUDIO CPA TREASURER 1.00
Officer Director
$0 $0 $0
DAWN TUCKER MS SECRETARY 1.00
Officer Director
$0 $0 $0
DOUG LEAVITT VICE PRESIDE 1.00
Officer Director
$0 $0 $0
CASEY DUFFY PRESIDENT 1.00
Officer Director
$0 $0 $0
CHRISTINE KING BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH FENKEL BOARD MEMBER 1.00
Director
$0 $0 $0
LISA BROIDA BAILEY BOARD MEMBER 1.00
Director
$0 $0 $0
LISA MACKELL BOARD MEMBER 1.00
Director
$0 $0 $0
DENNIS WILLIAMS BOARD MEMBER 1.00
Director
$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 $415,222 $348,017 $316,956 $67,205
2024 No data No data No data No data
2023 $472,441 $349,963 $357,988 $122,478
2022 $281,596 $270,132 $193,424 $11,464
2021 $275,743 $204,474 $182,268 $71,269
2020 $192,884 $238,231 $164,925 $-45,347
2019 $245,744 $187,406 $157,974 $58,338
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