Pottstown Area Health & Wellness Foundation
- Assets
- $70.9m
- Revenue
- $4.6m
- Investments
- $70.1m
- Employees
- 0
- Location
- Pottstown, PA
- Founding
- 09/1987
- Data as of
- 06/2022
- EIN
- 23-2344729
Organization Overview
Pottstown Area Health & Wellness Foundation is located in Pottstown, PA. The organization was established in 1987. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Pottstown Area Health & Wellness Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Pottstown Area Health & Wellness Foundation generated $4.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.6% each year. All expenses for the organization totaled $5.6m during the year ending 06/2022. While expenses have increased by 1.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Pottstown Area Health & Wellness Foundation has awarded 623 individual grants totaling $25,037,544. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Kraybill President | 40 | $261,516 | |
Linda Flederbach Member | 5 | $0 | |
Peter Glennon Member | 5 | $0 | |
B Douglas Trainer Chairman | 5 | $0 | |
Deborah Lee Member | 5 | $0 | |
Adam Conish Member | 5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The Anderson Group | 6/29/22 | $76,136 |
Veralon | 6/29/22 | $151,455 |
Community Impact Consultants | 6/29/22 | $61,873 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $215,442 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,952,621 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,374,941 |
| Capital Gain Net Income | $2,374,941 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $10,025 |
| Total Revenue | $4,553,029 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $261,516 |
| Other employee salaries and wages | $815,601 |
| Pension plans, employee benefits | $292,199 |
| Interest | $0 |
| Taxes | $103,435 |
| Depreciation | $20,302 |
| Occupancy | $106,771 |
| Travel, conferences, and meetings | $14,147 |
| Printing and publications | $3,949 |
| Other expenses | $563,606 |
| Total operating and administrative expenses | $2,644,136 |
| Contributions, gifts, grants paid | $2,963,220 |
| Total expenses and disbursements | $5,607,356 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $354,934 |
| Savings and temporary cash investments | $403,470 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $36,581 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $551,373 |
| Net Land, buildings, and equipment | $38,665 |
| Other assets | $0 |
| Total assets | $70,931,339 |
| Accounts payable and accrued expenses | $235,075 |
| Grants payable | $281,750 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $14,068,455 |
| Total liabilities | $14,585,280 |
Grants Awarded
Over the last fiscal year, Pottstown Area Health & Wellness Foundation has awarded $3,003,220 in support to 77 organizations.
| Grant Recipient | Amount |
|---|---|
ACLAMO PURPOSE: ACLAMO'S POTTSTOWN COMMUNITY HEALTH CONNECTIONS PROGRAM | $65,000 |
BOROUGH OF POTTSTOWN PURPOSE: PLAY STREETS CONTRACT ($1,000), WASHINGTON/WEST STREET PARK IMPROVEMENTS PROJECT ($25,000) | $26,000 |
BOYERTOWN AREA MULTI-SERVICE INC PURPOSE: INTERIOR AND EXTERIOR BASKETBALL COURT IMPROVEMENT PLAN | $61,712 |
BOYERTOWN AREA SCHOOL DISTRICT PURPOSE: BRAIN BODY MIND CONNECTION | $80,000 |
BROOKSIDE MONTESSORI PURPOSE: B-WELL PROGRAM. | $4,000 |
CAMPHILL VILLAGE KIMBERTON HILLS PURPOSE: GENERAL OPERATING SUPPORT | $7,500 |