Civic Intelligence

Spiritworks Foundation

990 • Fiscal year 2018 • EIN 20-2129080

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

5800 MooreTown RoadWilliamsburg, VA 23188

(757) 903-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$45,833

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

95th percentile

225%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$108,226

Up $74,947 (+225%) from 2017

Net Assets

Up

$108,226

Up $74,947 (+225%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$304,075

Up $146,614 (+93%) from 2017

Expenses

Up

$229,129

Up $79,847 (+53%) from 2017

Net Income

Up

$74,946

Up $66,767 (+816%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $30,541Liabilities 2011: $1,0362011Assets 2012: $25,669Liabilities 2012: $8752012Assets 2013: $28,362Liabilities 2013: $8752013Assets 2014: $34,977Liabilities 2014: $02014Assets 2015: $32,899Liabilities 2015: $02015Assets 2016: $25,100Liabilities 2016: $02016Assets 2017: $33,279Liabilities 2017: $0Net Assets 2017: $33,2792017Assets 2018: $108,226Liabilities 2018: $0Net Assets 2018: $108,2262018Assets 2019: $169,744Liabilities 2019: $0Net Assets 2019: $169,7442019Assets 2020: $133,739Liabilities 2020: $26,400Net Assets 2020: $107,3392020Assets 2021: $130,397Liabilities 2021: $0Net Assets 2021: $130,3972021Assets 2022: $132,859Liabilities 2022: $0Net Assets 2022: $132,8592022Assets 2023: $64,447Liabilities 2023: $1,018Net Assets 2023: $63,4292023Assets 2024: $37,839Liabilities 2024: $1,018Net Assets 2024: $36,8212024

Highlighted filing

2018

Assets$108,226
Liabilities$0
Net Assets$108,226

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $171,171Expenses 2011: $170,832Net Income 2011: $3392011Revenue 2012: $162,643Expenses 2012: $167,354Net Income 2012: -$4,7112012Revenue 2013: $159,884Expenses 2013: $157,191Net Income 2013: $2,6932013Revenue 2014: $139,738Expenses 2014: $132,249Net Income 2014: $7,4892014Revenue 2015: $143,516Expenses 2015: $144,994Net Income 2015: -$1,4782015Revenue 2016: $141,166Expenses 2016: $148,965Net Income 2016: -$7,7992016Revenue 2017: $157,461Expenses 2017: $149,282Net Income 2017: $8,1792017Revenue 2018: $304,075Expenses 2018: $229,129Net Income 2018: $74,9462018Revenue 2019: $376,120Expenses 2019: $314,602Net Income 2019: $61,5182019Revenue 2020: $221,504Expenses 2020: $283,910Net Income 2020: -$62,4062020Revenue 2021: $321,805Expenses 2021: $298,748Net Income 2021: $23,0572021Revenue 2022: $317,325Expenses 2022: $314,863Net Income 2022: $2,4622022Revenue 2023: $218,711Expenses 2023: $288,141Net Income 2023: -$69,4302023Revenue 2024: $240,324Expenses 2024: $266,933Net Income 2024: -$26,6092024

Highlighted filing

2018

Revenue$304,075
Expenses$229,129
Net Income$74,946
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.0
Gross Receipts
$304,075
Mission and Program Overview

Mission

SpiritWorks Foundation Center for the Soul is a Recovery Community Organization (RCO) that provides programs and services for children, youth and adults living in recovery from the disease of addiction. These programs and services build resilience in children, inspire youth to live drug free and support, educate and empower adults who live in recovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,176$96,859▲ $74,683
Land, Buildings, and Equipment, Net$6,953$7,217▲ $264
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$33,279$108,226▲ $74,947
Other Assets Total$4,150$4,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$0$73,301▲ $73,301
Unrestricted Net Assets$33,279$34,925▲ $1,646
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$33,279$108,226▲ $74,947
Total Liabilities and Net Assets / Fund Balance$33,279$108,226▲ $74,947

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,217$29,125$36,342
Other Land Buildings$0$3,000$3,000
Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jan BrownExecutive DirectorFT$45,833$45,833

Board Members and Trustees

NameTitle
Marie ValloneBoard Chairperson
Bob OilerBoard Member
Cheryl ClarkBoard Member
Cliff JardineBoard Member
Jim RamageBoard Member
Katherine BrumfeldBoard Member
Pamela BellmoreSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$285,370
Program Service Revenue
$5,044
Investment Income
$5
Other Revenue
$13,656
All Other Contributions
$147,969
Change in Net Assets
$74,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,974
Salaries, Compensation, and Employee Benefits$89,155
Total Fundraising Expense$25,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$60,198$8,110$5,415$73,723
Current Officers, Directors, Trustees, and Key Employees$36,666$2,292$6,875$45,833
Comp Disqual Persons$26,536$4,494$5,929$36,959
Other Expenses$14,698$0$250$14,948
Depreciation Depletion$9,776$133$398$10,307
Advertising$4,430$454$3,704$8,588
Conferences and Meetings$7,742$0$0$7,742
Fees for Services Other$6,232$330$570$7,132
Payroll Taxes$4,841$541$981$6,363
Office Expenses$2,437$1,236$187$3,860
Insurance$2,698$540$360$3,598
All Other Expenses$1,030$1,068$0$2,098
Travel$1,350$20$0$1,370
Fees for Services Accounting$1,010$202$135$1,347
Fees for Services Legal$0$0$300$300
Total Functional Expenses$180,678$22,543$25,908$229,129
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is emailed to each board member. Time is allowed for each member to review, ask questions and make comments prior to filing.

Form 990, Part VI, Section B, Line 12C

Board members are questioned regularly as to their independence on certain issues. An automatic annual review also occurs.

Form 990, Part VI, Section B, Line 15

Board members reviews the ED wages and benefits annually.

Form 990, Part VI, Section C, Line 19

Upon request, the public may gain access to such documents at SpiritWorks main office.

Filing and Contact Details

Filer

Filer Name
Spiritworks Foundation
EIN
20-2129080
Phone
7579030000
Address
5800 MooreTown Road, Williamsburg, VA 23188

Signing Officer

Name
Jan Brown
Title
Executive Director
Phone
7579030000
Signed
2019-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Brown
Formed
2005
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
68

Preparer

Firm
The Stone Financial Group Inc
Address
P O Box 74342, North Chesterfield, VA 23236
Preparer
Melody Stone
Phone
8047455568
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rounding Correction

Raw XML AppendixShowing 400 of 608 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.

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IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0SpiritWorks Foundation Center for the Soul is a Recovery Community Organization (RCO) that provides programs and services for children, youth and adults living in recovery from the disease of addiction. These programs and services build resilience in children, inspire youth to live drug free and support, educate and empower adults who live in recovery.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt033279
IRS990/NetAssetsOrFundBalancesEOYAmt0108226
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt09328
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09328
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt05415
IRS990/OccupancyGrp/ManagementAndGeneralAmt08110
IRS990/OccupancyGrp/ProgramServicesAmt060198
IRS990/OccupancyGrp/TotalAmt073723
IRS990/OfficeExpensesGrp/FundraisingAmt0187
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01236
IRS990/OfficeExpensesGrp/ProgramServicesAmt02437
IRS990/OfficeExpensesGrp/TotalAmt03860
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04150
IRS990/OtherAssetsTotalGrp/EOYAmt04150
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Fees and Filings
IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Payroll Processing
IRS990/OtherExpensesGrp/Desc3Client Services
IRS990/OtherExpensesGrp/FundraisingAmt0498
IRS990/OtherExpensesGrp/FundraisingAmt1306
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22726
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0406
IRS990/OtherExpensesGrp/ProgramServicesAmt1628
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt314698
IRS990/OtherExpensesGrp/TotalAmt01058
IRS990/OtherExpensesGrp/TotalAmt11177
IRS990/OtherExpensesGrp/TotalAmt22726
IRS990/OtherExpensesGrp/TotalAmt314948
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0813410
IRS990/OtherRevenueMiscGrp/BusinessCd1813410
IRS990/OtherRevenueMiscGrp/BusinessCd2813410
IRS990/OtherRevenueMiscGrp/Desc0Merchandise Sales
IRS990/OtherRevenueMiscGrp/Desc1Space Rental
IRS990/OtherRevenueMiscGrp/Desc2Speaking Fees and Other Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02859
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1720
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2749
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02859
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1720
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2749
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt04328
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0981
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0541
IRS990/PayrollTaxesGrp/ProgramServicesAmt04841
IRS990/PayrollTaxesGrp/TotalAmt06363
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jan Brown
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624000
IRS990/ProgramServiceRevenueGrp/BusinessCd2624000
IRS990/ProgramServiceRevenueGrp/Desc0Workshops and classes
IRS990/ProgramServiceRevenueGrp/Desc1Recovery Support Fees
IRS990/ProgramServiceRevenueGrp/Desc2Recovery Classes
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23144
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0148807
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.01$0.37$2.40$2.67$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$2.19$2.88$0.69
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$3.17$3.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$3.22$2.99$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.26$1.07$2.22$2.84$0.62
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$3.76$3.15$0.62
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$3.04$2.29$0.75
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.57$1.49$0.08
2016Summary only. Only limited summary data is available for this year.$0.25$0.00$1.41$1.49$0.08
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$1.44$1.45$0.01
2014Summary only. Only limited summary data is available for this year.$0.35$0.00$1.40$1.32$0.07
2013Summary only. Only limited summary data is available for this year.$0.28$0.01$1.60$1.57$0.03
2012Summary only. Only limited summary data is available for this year.$0.26$0.01$1.63$1.67$0.05
2011Summary only. Only limited summary data is available for this year.$0.31$0.01$1.71$1.71$0.00