Civic Intelligence

Wellspring Karitas Foundation

990 • Fiscal year 2013 • EIN 23-2176303

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profilewww.KaritasFoundation.org
1275 Rose Lane19312

(610) 647-4142

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

78th percentile

$11,525

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$71,699

Down $50,829 (-41%) from 2012

Net Assets

Down

$68,349

Down $53,990 (-44%) from 2012

Liabilities

Up

$3,350

Up $3,161 (+1672%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin7th percentile

Revenue

$91,690

No earlier filing loaded for comparison.

Expenses

Down

$145,680

Down $2,689 (-1.8%) from 2012

Net Income

-$53,990

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$600K$400K$200K$0Assets 2010: $82,048Liabilities 2010: $159Net Assets 2010: $81,8892010Assets 2011: $111,346Liabilities 2011: $1,109Net Assets 2011: $110,2372011Assets 2012: $122,528Liabilities 2012: $189Net Assets 2012: $122,3392012Assets 2013: $71,699Liabilities 2013: $3,350Net Assets 2013: $68,3492013Assets 2014: $170,838Liabilities 2014: $680Net Assets 2014: $170,1582014Assets 2015: $138,882Liabilities 2015: $420Net Assets 2015: $138,4622015Assets 2016: $153,134Liabilities 2016: $1,238Net Assets 2016: $151,8962016Assets 2017: $232,986Liabilities 2017: $827Net Assets 2017: $232,1592017Assets 2018: $417,985Liabilities 2018: $3,248Net Assets 2018: $414,7372018Assets 2019: $386,438Liabilities 2019: $768Net Assets 2019: $385,6702019Assets 2020: $319,529Liabilities 2020: $4,383Net Assets 2020: $315,1462020Assets 2021: $345,679Liabilities 2021: $684Net Assets 2021: $344,9952021Assets 2022: $400,581Liabilities 2022: $57Net Assets 2022: $400,5242022Assets 2023: $341,989Liabilities 2023: $4,347Net Assets 2023: $337,6422023Assets 2024: $359,985Liabilities 2024: $623Net Assets 2024: $359,3622024

Highlighted filing

2013

Assets$71,699
Liabilities$3,350
Net Assets$68,349
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $129,3732010Expenses 2011: $123,0372011Expenses 2012: $148,3692012Revenue 2013: $91,690Expenses 2013: $145,680Net Income 2013: -$53,9902013Revenue 2014: $263,849Expenses 2014: $162,040Net Income 2014: $101,8092014Revenue 2015: $195,990Expenses 2015: $227,686Net Income 2015: -$31,6962015Revenue 2016: $223,752Expenses 2016: $210,318Net Income 2016: $13,4342016Revenue 2017: $404,917Expenses 2017: $324,654Net Income 2017: $80,2632017Revenue 2018: $510,956Expenses 2018: $328,378Net Income 2018: $182,5782018Revenue 2019: $235,493Expenses 2019: $264,560Net Income 2019: -$29,0672019Revenue 2020: $224,749Expenses 2020: $295,273Net Income 2020: -$70,5242020Revenue 2021: $282,743Expenses 2021: $252,894Net Income 2021: $29,8492021Revenue 2022: $354,843Expenses 2022: $299,314Net Income 2022: $55,5292022Revenue 2023: $263,521Expenses 2023: $326,403Net Income 2023: -$62,8822023Revenue 2024: $402,071Expenses 2024: $380,351Net Income 2024: $21,7202024

Highlighted filing

2013

Revenue$91,690
Expenses$145,680
Net Income-$53,990
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Gross Receipts
$91,690
Mission and Program Overview

Mission

To provide: a) Programs that enhance

To provide: a) Programs that enhance the health and welfare of children, b)vocational development opportunities for low income people seeking a more secure economic future, c)personal and vocational readiness training for people with disabilities and offer resources for victims of natural disasters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$122,528$70,511▼ $52,017
Cash and Non-Interest-Bearing Accounts-$1,188-
Total Assets$122,528$71,699▼ $50,829
Liabilities
Accounts Payable and Accrued Expenses$189$3,350▲ $3,161
Total Liabilities$189$3,350▲ $3,161
Net Assets / Fund Balance
Unrestricted Net Assets$122,339$68,349▼ $53,990
Total Net Assets Fund Balance$122,339$68,349▼ $53,990
Total Liabilities and Net Assets / Fund Balance$122,528$71,699▼ $50,829
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Erik FriendCEOFT$11,525$11,525

Board Members and Trustees

NameTitle
Howard Friend JnrPresident
Brian GibsonBoard Member
Deedee RisherBoard Member
Linda StevensonBoard Member
Elizabeth KilloughSecretary
David FunkhouserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,681
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$0
All Other Contributions
$91,681
Change in Net Assets
$-53,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,980
Grants and Similar Amounts Paid$3,700
Total Fundraising Expense$2,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$97,539$0$0$97,539
Fees for Services Management$8,068$2,304$1,153$11,525
Foreign Grants$3,700--$3,700
Office Expenses$696$2,436$347$3,479
Travel$0$3,418$0$3,418
Fees for Services Accounting$0$2,300$0$2,300
Insurance$0$1,156$0$1,156
Conferences and Meetings$0$0$986$986
Other Expenses$0$150$0$150
Total Functional Expenses$123,943$19,251$2,486$145,680
International Activity

International Summary

Offices
0
Employees
1
Spending
$123,943

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central AmericaProgram servicesVocational training01$123,943
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
23-2176303
Phone
6106474142

Signing Officer

Name
Howard Friend
Title
President
Phone
6106474142
Signed
2014-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Friend
Formed
1981
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
10

Preparer

Preparer
Julian Sur CPA
Phone
6106474833
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The president of the board reviews and approves the form 990”

Pt VI, Line 11B

“and notes his approval of all informational filings in”

Pt VI, Line 11B

“the board minutes prior to the filing of any returns.”

Pt VI, Line 12C

“Annually the president distributes to the board, a list”

Pt VI, Line 12C

“of all vendors with whom the Foundation has transacted business.”

Pt VI, Line 12C

“Annually all board members make written disclosures, if any, of all”

Pt VI, Line 12C

“reportable conflicts on a disclosure statement. The president”

Pt VI, Line 12C

“reviews and approves all completed forms in accordance”

Pt VI, Line 12C

“with the Foundation's conflict of interest policy.”

Pt VI, Line 2

“The executive director of the Foundation is the son of the”

Pt VI, Line 2

“president and received a stipend of of $11,525.”

Pt VI, Line 15B

“The stipend of the executive director is considered to be reasonable.”

Pt VI, Line 19

“The president makes available, the governing documents, conflict”

Pt VI, Line 19

“of interest policy and financial statements, upon written”

Pt VI, Line 19

“request within 3 business days.”

Pt VI, Line 15A

“The stipend $11,525 was considered to be below market.”

Form 990, Part IX, Line 24F

“Outside services 96633. 96633. 0. 0. Equipment 906. 906. 0. 0.”

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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0123943
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The single executive contractor is the son of the President.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0123943
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The president of the board reviews and approves the form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1and notes his approval of all informational filings in
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the board minutes prior to the filing of any returns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annually the president distributes to the board, a list
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4of all vendors with whom the Foundation has transacted business.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annually all board members make written disclosures, if any, of all
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6reportable conflicts on a disclosure statement. The president
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7reviews and approves all completed forms in accordance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8with the Foundation's conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The executive director of the Foundation is the son of the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10president and received a stipend of of $11,525.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The stipend of the executive director is considered to be reasonable.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12The president makes available, the governing documents, conflict
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13of interest policy and financial statements, upon written
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14request within 3 business days.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15The stipend $11,525 was considered to be below market.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16OUTSIDE SERVICES 96633. 96633. 0. 0. EQUIPMENT 906. 906. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0122528
IRS990/TotalAssetsEOYAmt071699
IRS990/TotalAssetsGrp/BOYAmt0122528
IRS990/TotalAssetsGrp/EOYAmt071699
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt091681
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02486
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019251
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123943
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145680
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189
IRS990/TotalLiabilitiesEOYAmt03350
IRS990/TotalLiabilitiesGrp/BOYAmt0189
IRS990/TotalLiabilitiesGrp/EOYAmt03350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt068349
IRS990/TotalProgramServiceExpensesAmt0123943
IRS990/TotalRevenueGrp/ExclusionAmt09
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091690
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0122528
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071699
IRS990/TotReportableCompRltdOrgAmt011525
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03418
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt03418
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0122339
IRS990/UnrestrictedNetAssetsGrp/EOYAmt068349
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101275 Rose Lane
IRS990/USAddress/City0Berwyn
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode019312
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0www.KaritasFoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD FRIEND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106474142
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10WellspringKaritas Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0232176303
ReturnHeader/Filer/PhoneNum06106474142
ReturnHeader/Filer/USAddress/AddressLine101275 Rose Lane
ReturnHeader/Filer/USAddress/City0Berwyn
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Julian Sur CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10675 Lancaster Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Berwyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0193121636
ReturnHeader/PreparerPersonGrp/PhoneNum06106474833
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIAN SUR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-07T06:41:50-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,699
Liabilities
$3,350
Net assets
$68,349
Revenue
$91,690
Expenses
$145,680
Net income
-$53,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.01$3.59$4.02$3.80$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.04$3.38$2.64$3.26$0.63
2022Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$3.55$2.99$0.56
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.01$3.45$2.83$2.53$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.04$3.15$2.25$2.95$0.71
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.01$3.86$2.35$2.65$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.18$0.03$4.15$5.11$3.28$1.83
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$4.05$3.25$0.80
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.52$2.24$2.10$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$1.96$2.28$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.70$2.64$1.62$1.02
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.68$0.92$1.46$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.22$1.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.01$1.10$1.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$1.29