Skip to the page content
Your donations
Passes our checks

Bucks-Mont Collaborative

EIN 23-2463434 · Harleysville, PA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood83 out of 100GovernanceStrong97 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

GOAL:TO BE A CATALYST FOR ACTION, ENGAGING MEMBERS AND THE BROADER COMMUNITY TO FOSTER A COHESIVE AND EFFECTIVE HEALTH AND HUMAN SERVICES SYSTEM IN MONTGOMERY AND BUCKS COUNTIES.

Income
$256,453
Spending
$233,676
Spent on programs
84%
Reserves
11.2 months of spending
Largest source of income
donations and private grants, 64%
Employees
4
Volunteers
56
Highest pay
$91,001, executive director

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 83 out of 100.

  • Reserves

    28 of 35

    Spendable reserves would cover 11.2 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 9% of income.

  • Income trend

    5 of 15

    Income fell 11% on the year before.

  • Spending floor

    15 of 15

    84% of spending went to programs and raising each dollar of donations cost 3 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 97 out of 100.

  • Independent board

    25 of 25

    13 of 13 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    12 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $196,774 spent. 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 OUR COMMUNITY. SINCE ITS INCEPTION IN 2009, THE PROGRAM HAS RETURNED MILLIONS OF DOLLARS TO LOW AND MODERATE-INCOME FAMILIES. THE FORMER NORTH PENN UNITED WAY PROVIDED THE LEADERSHIP FOR THIS PROGRAM, SUPPORTED BY MANY OF OUR MEMBER AGENCIES.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since November 1988.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.