Bucks-mont Collaborative

What it reported doing in 2024

Virtual monthly membership meetings feature speakers on timely community topics and needs. These monthly meetings convene health and human service professionals from throughout the region for collective learning opportunities, removing organizational silos to share dialogue, best practices, and form relationships that strengthen the sector, work and region. We also host a bimonthly executive director conversation series for leaders to connect, build relationships, and have a confidential space to share needs and resources.e-newsletters, website, and social media channels update members and the commmunity on opportunities within the sector for training, collaboration, new services, jobs, events, and other resources. Our training institute offers free professional development opportunities for organizations in our community in three focus areas: organizational and leadership development; social equity and justice; and trauma education.we launched the bucks-mont trauma coalition to bring professionals together to advance trauma education and share cross-county resources. Our annual summit attracts individuals from throughout the region to learn from leaders in the field such as our 2025 summit titled, "impact and innovation: a day for community rockstars" with keynote speaker, aaron proietti.with the interagency council of norristown (icn) and tri-county community network (tcn), we are committed to a joint program venture together titled 'c3' that seeks to deepen our collaborative work together through shared trainings, networking, resource sharing, and advocacy.the collaborative advocacy network (can) is committed to dialogue and collective action that educates, mobilizes, and sustains impact in the health and human services sector in bucks and montgomery counties. We held multiple capacity building trainings throughout the year, and a day of advocacy on june 4, 2025 in harrisburg to advocate for housing affordability and a strong behavioral healthcare system in our region.past accomplishments: hosted 14 community summits geared to raising awareness of issuesand fostering post-summit action.2024: strengthening our leadership, our organizations, and our community2023: social change and solidarity2022: our evolving journey: adverse to healing community environments2021: trauma and resilience at the intersection of diversity, equity, inclusion and justice2020: postponed to 2021 due to covid-192019: trauma and resilience: from overwhelmed to finding hope2017: how change happens: why some social movements succeed while others don't2016: trauma & resilience2015: trauma & adversity & what helps heal2014: cohesive community preparedness for emergencies in montgomerycounty2012: building a stronger community through conversations that matter, with author and community builder peter block2011: unleashing the power of community to reduce youth substanceabuse2010: meeting the challenges of elder caregiving2009: protecting our children's future: uniting our community toreduce childhood obesity2008: leveraging the power of collaborative partnerships2007: cultural competence2006: tune in, turn on, drop in summit on the needs and wants of agingbaby boomers-how to serve them well and engage them in volunteerismadministered the north penn nonprofit academy from 2004 through june 2010 providing leadership training and development to more than 400 nonprofit leaders.secured the lead grant to fund a dental clinic for our region's un- andunder-insured residents. The clinic was a service of north penn visiting nurse association (which was acquired by abington health in 2013) and, since january 2007, has provided access to dental care for thousands of individuals.began the dialogue in our (former) financial stability cabinet that grew into the your way home montgomery county housing/homelessness providers' centralized intake system.provided the spark, through our (former) financial stability cabinet, to begin a volunteer income tax assistance program in

Financial Efficiency

• Mission deployment rate: 76.7%; rating input score 77
• Program expense ratio: 84.2%; rating input score 84
• Fundraising efficiency: $37.75 raised per $1 spent on fundraising; rating input score 71; 71st percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 7 of 8 controls in place; rating input score 88
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Fail

Sustainability

• Operating margin: 8.9%; rating input score 58; 58th percentile among comparable filings
• Total-asset coverage ratio: 0.94; rating input score 39; 39th percentile among comparable filings
• Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
• Officer compensation ratio: 38.9%; rating input score 7; 7th percentile among comparable filings

Growth

• Program expense growth: 10.7% per year; rating input score 100; 71st percentile among comparable filings
• Revenue growth: 12.4% per year; rating input score 100; 78th percentile among comparable filings
• Asset growth: 8.6% per year; rating input score 100; 61st percentile among comparable filings