Civic Intelligence

Wellspring Institute Inc

EIN 03-0367959 • 501(c)3 • Hardwick, VT

Profile

Provide mental health and wellness services and opportunities for professional training

P O Box 147Hardwick, VT 05843

www.wellspringvt.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-48%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-95%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$5,972

Down $5,566 (-48%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$5,972

Down $5,566 (-48%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Down

$14,478

Down $300,004 (-95%) from 2020

Expenses

Down

$8,506

Down $311,278 (-97%) from 2020

Net Income

Up

$5,972

Up $11,274 (+213%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0-$10KAssets 2011: $6,415Liabilities 2011: $24Net Assets 2011: $6,3912011Assets 2012: $2,263Liabilities 2012: $300Net Assets 2012: $1,9632012Assets 2013: $80Liabilities 2013: $300Net Assets 2013: -$2202013Assets 2014: $1,029Liabilities 2014: $300Net Assets 2014: $7292014Assets 2015: $3,942Liabilities 2015: $300Net Assets 2015: $3,6422015Assets 2016: $10,074Liabilities 2016: $0Net Assets 2016: $10,0742016Assets 2017: $17,639Liabilities 2017: $0Net Assets 2017: $17,6392017Assets 2018: $36,048Liabilities 2018: $0Net Assets 2018: $36,0482018Assets 2019: $16,840Liabilities 2019: $0Net Assets 2019: $16,8402019Assets 2020: $11,538Liabilities 2020: $0Net Assets 2020: $11,5382020Assets 2021: $5,972Liabilities 2021: $0Net Assets 2021: $5,9722021

Highlighted filing

2021

Assets$5,972
Liabilities$0
Net Assets$5,972
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $194,7272011Expenses 2012: $196,6462012Revenue 2013: $26,882Expenses 2013: $28,928Net Income 2013: -$2,0462013Revenue 2014: $57,674Expenses 2014: $56,727Net Income 2014: $9472014Revenue 2015: $150,454Expenses 2015: $147,539Net Income 2015: $2,9152015Revenue 2016: $171,315Expenses 2016: $164,883Net Income 2016: $6,4322016Revenue 2017: $245,492Expenses 2017: $237,927Net Income 2017: $7,5652017Revenue 2018: $361,501Expenses 2018: $343,010Net Income 2018: $18,4912018Revenue 2019: $471,662Expenses 2019: $490,928Net Income 2019: -$19,2662019Revenue 2020: $314,482Expenses 2020: $319,784Net Income 2020: -$5,3022020Revenue 2021: $14,478Expenses 2021: $8,506Net Income 2021: $5,9722021

Highlighted filing

2021

Revenue$14,478
Expenses$8,506
Net Income$5,972
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,972
Liabilities
$0
Net assets
$5,972
Revenue
$14,478
Expenses
$8,506
Net income
$5,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.14$0.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$3.14$3.20$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$4.72$4.91$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$3.62$3.43$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$2.45$2.38$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.71$1.65$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.50$1.48$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.58$0.57$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.27$0.29$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$1.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$1.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Gross Receipts
$14,478
Mission and Program Overview

Mission

Provide mental health and welliness

Program Services

DescriptionGrantsExpenses
WE ARE MAINTAINING OUR BASE OF SIX FTE CLINICIANS AND ARE SERVING APPROXIMATELY 150 CLIENTS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY ANNISPresident-$0--
Filing and Contact Details

Filer

Filer Name
Wellspring Institute Inc
EIN
03-0367959
Address
P O BOX 147, HARDWICK, VT 05843

Signing Officer

Name
Ann Wallingford
Title
Executive Direc
Phone
8025955065
Signed
2022-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Daves Accounting and Tax Service
Address
PO Box 894, Morrisville, VT 05661
Preparer
David P Harvey
Phone
8028887937
Raw XML Appendix109 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DREX WRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum08029173861
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 82
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARDWICK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005843
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05972
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05972
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02496
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05972
IRS990EZ/GrossReceiptsAmt014478
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05972
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05972
IRS990EZ/OccupancyRentUtltsAndMaintAmt02406
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY ANNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MENTAL HEALTH AND WELLINESS
IRS990EZ/ProgramServiceRevenueAmt013478
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE ARE MAINTAINING OUR BASE OF SIX FTE CLINICIANS AND ARE SERVING APPROXIMATELY 150 CLIENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03604
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08506
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014478
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/TotalAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN WALLINGFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum08025955065
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLSPRING INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0030367959
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 147
ReturnHeader/Filer/USAddress/CityNm0HARDWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005843
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030294889
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morrisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005661
ReturnHeader/PreparerPersonGrp/PhoneNum08028887937
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Harvey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T08:34:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLINGFORD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits