Civic Intelligence

Spiritworks Foundation

990 • Fiscal year 2019 • EIN 20-2129080

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 19, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$50,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$169,744

Up $61,518 (+57%) from 2018

Net Assets

Up

$169,744

Up $61,518 (+57%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$376,120

Up $72,045 (+24%) from 2018

Expenses

Up

$314,602

Up $85,473 (+37%) from 2018

Net Income

Down

$61,518

Down $13,428 (-18%) from 2018

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

2019

Assets$169,744
Liabilities$0
Net Assets$169,744

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

2019

Revenue$376,120
Expenses$314,602
Net Income$61,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 19, 2020
Return Version
2019v5.0
Gross Receipts
$376,120
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$96,859$160,121▲ $63,262
Land, Buildings, and Equipment, Net$7,217$5,473▼ $1,744
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$108,226$169,744▲ $61,518
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
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
Net Assets Without Donor Restrictions$108,226$169,744▲ $61,518
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$108,226$169,744▲ $61,518
Total Liabilities and Net Assets / Fund Balance$108,226$169,744▲ $61,518

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,473$30,869$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$50,000$50,000

Board Members and Trustees

NameTitle
Marie ValloneBoard Chair
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
$345,295
Program Service Revenue
$11,700
Investment Income
$16
Other Revenue
$19,109
All Other Contributions
$53,042
Change in Net Assets
$61,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,321
Salaries, Compensation, and Employee Benefits$129,281
Total Fundraising Expense$30,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$86,243$13,779$17,214$117,236
Occupancy$66,199$7,948$5,261$79,408
Office Expenses$9,099$2,608$1,251$12,958
Payroll Taxes$6,463$1,089$1,317$8,869
Fees for Services Other$7,448$420$454$8,322
Advertising$4,972$47$2,337$7,356
Travel$4,380$11$0$4,391
Conferences and Meetings$3,927$0$0$3,927
Insurance$2,811$562$375$3,748
Other Employee Benefits$0$3,176$0$3,176
Fees for Services Accounting$1,671$334$223$2,228
Depreciation Depletion$1,230$514$0$1,744
Other Expenses$1,382$120$141$1,643
Fees for Services Legal$45$0$515$560
Total Functional Expenses$252,648$31,391$30,563$314,602
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
Gaming Direct Expenses$0
Gaming 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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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

Board member receive a copy of the 990 to review prior to filing.

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

Each fiscal year board members are required to review and sign conflict of interest documents.

Form 990, Part VI, Section B, Line 15

Wages and benefits of the Executive Director are researched and voted upon by the board. The wages and benefits of other staff members are determined by the Executive Director which includes discussion and consent by the board.

Form 990, Part VI, Section C, Line 19

Such documents are housed at the organization's location and are made available upon request.

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
2020-06-19
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
4
Volunteers
100

Preparer

Firm
The Stone Financial Group Inc
Address
P O Box 74342, North Chesterfield, VA 23236
Preparer
Melody Stone
Phone
8047455568
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IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033869
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07217
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05473
IRS990/LandBldgEquipCostOrOtherBssAmt039342
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt0108226
IRS990/NetAssetsOrFundBalancesEOYAmt0169744
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt09703
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09703
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0108226
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0169744
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt05261
IRS990/OccupancyGrp/ManagementAndGeneralAmt07948
IRS990/OccupancyGrp/ProgramServicesAmt066199
IRS990/OccupancyGrp/TotalAmt079408
IRS990/OfficeExpensesGrp/FundraisingAmt01251
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02608
IRS990/OfficeExpensesGrp/ProgramServicesAmt09099
IRS990/OfficeExpensesGrp/TotalAmt012958
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04150
IRS990/OtherAssetsTotalGrp/EOYAmt04150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03176
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03176
IRS990/OtherExpensesGrp/Desc0Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc1Client Services
IRS990/OtherExpensesGrp/Desc2Fees & Filings
IRS990/OtherExpensesGrp/Desc3Dues and Subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt1370
IRS990/OtherExpensesGrp/FundraisingAmt21105
IRS990/OtherExpensesGrp/FundraisingAmt3141
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3120
IRS990/OtherExpensesGrp/ProgramServicesAmt01042
IRS990/OtherExpensesGrp/ProgramServicesAmt155327
IRS990/OtherExpensesGrp/ProgramServicesAmt2409
IRS990/OtherExpensesGrp/ProgramServicesAmt31382
IRS990/OtherExpensesGrp/TotalAmt01418
IRS990/OtherExpensesGrp/TotalAmt155997
IRS990/OtherExpensesGrp/TotalAmt21621
IRS990/OtherExpensesGrp/TotalAmt31643
IRS990/OtherRevenueMiscGrp/BusinessCd0624000
IRS990/OtherRevenueMiscGrp/BusinessCd1624000
IRS990/OtherRevenueMiscGrp/BusinessCd2624000
IRS990/OtherRevenueMiscGrp/Desc0Speaking Fees
IRS990/OtherRevenueMiscGrp/Desc1Reimbursed Expense
IRS990/OtherRevenueMiscGrp/Desc2Other Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1713
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24693
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1713
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24693
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt09406
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01317
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01089
IRS990/PayrollTaxesGrp/ProgramServicesAmt06463
IRS990/PayrollTaxesGrp/TotalAmt08869
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00

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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