Civic Intelligence

Kellyn Foundation

990 • Fiscal year 2021 • EIN 26-2623498

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 01, 2022

336 Bushkill Street PO Box 369Tatamy, PA 18085

(610) 730-8860

Siviq Scores

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

Liabilities / Assets

67th percentile

0.11x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.05x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

26th percentile

-1.1%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$45,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

36th percentile

2.7%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

32%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$350,533

Up $9,280 (+2.7%) from 2020

Net Assets

Down

$310,374

Down $8,300 (-2.6%) from 2020

Liabilities

Up

$40,159

Up $17,580 (+78%) from 2020

Revenue

Up

$731,711

Up $175,347 (+32%) from 2020

Expenses

Up

$740,011

Up $222,431 (+43%) from 2020

Net Income

Down

-$8,300

Down $47,084 (-121%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2020: $341,253Liabilities 2020: $22,579Net Assets 2020: $318,6742020Assets 2021: $350,533Liabilities 2021: $40,159Net Assets 2021: $310,3742021Assets 2022: $350,727Liabilities 2022: $79,527Net Assets 2022: $271,2002022Assets 2023: $287,802Liabilities 2023: $129,392Net Assets 2023: $158,4102023Assets 2024: $268,401Liabilities 2024: $92,945Net Assets 2024: $175,4562024

Highlighted filing

2021

Assets$350,533
Liabilities$40,159
Net Assets$310,374

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $556,364Expenses 2020: $517,580Net Income 2020: $38,7842020Revenue 2021: $731,711Expenses 2021: $740,011Net Income 2021: -$8,3002021Revenue 2022: $733,869Expenses 2022: $773,043Net Income 2022: -$39,1742022Revenue 2023: $730,449Expenses 2023: $843,239Net Income 2023: -$112,7902023Revenue 2024: $1,056,114Expenses 2024: $1,039,068Net Income 2024: $17,0462024

Highlighted filing

2021

Revenue$731,711
Expenses$740,011
Net Income-$8,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 1, 2022
Return Version
2021v4.0
Gross Receipts
$737,932
Mission and Program Overview

Mission

The kellyn foundation is a 501c(3) non-profit corporation with a mission to develop, support, facilitate and implement programs that encourage family and community physical and emotional wellness. We focus on healthy lifesyles that can be sustained and taught to future generations, while helping to reduce the individual, family, community and national chronic disease burden.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$195,439$246,717▲ $51,278
Cash and Non-Interest-Bearing Accounts$101,922$60,623▼ $41,299
Accounts Receivable$43,892$43,193▼ $699
Total Assets$341,253$350,533▲ $9,280
Liabilities
Accounts Payable and Accrued Expenses$8,720$24,816▲ $16,096
Other Liabilities$13,784$14,743▲ $959
Deferred Revenue$75$600▲ $525
Total Liabilities$22,579$40,159▲ $17,580
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$318,674$310,374▼ $8,300
Total Net Assets Fund Balance$318,674$310,374▼ $8,300
Total Liabilities and Net Assets / Fund Balance$341,253$350,533▲ $9,280

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$182,052$66,444$248,496
Other Land Buildings$64,665$69,114$133,779
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eric J RuthCEOFT$45,000$45,000
Meagan L GregaChief MedicaFT$24,000$24,000

Board Members and Trustees

NameTitle
Eric FontanezBoard Member
George WhiteBoard Member
Jeffrey FrankBoard Member
Marc RittleBoard Member
Melissa RecchiaBoard Member
Will LewisBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$383,567
Program Service Revenue
$349,203
Investment Income
$0
Other Revenue
$-1,059
All Other Contributions
$375,227
Change in Net Assets
$-8,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$396,775
Salaries, Compensation, and Employee Benefits$343,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$232,862$14,649-$247,511
Occupancy$23,116$81,404-$104,520
Current Officers, Directors, Trustees, and Key Employees$51,750$17,250-$69,000
Depreciation Depletion$42,397--$42,397
Payroll Taxes$24,076$2,649-$26,725
Insurance$6,705$11,868-$18,573
Advertising$4,811$3,845-$8,656
Fees for Services Accounting-$7,650-$7,650
Fees for Services Other$6,750--$6,750
All Other Expenses$4,238$1,088-$5,326
Information Technology-$4,597-$4,597
Other Expenses$4,113$24-$4,137
Office Expenses-$1,192-$1,192
Interest-$236-$236
Conferences and Meetings-$38-$38
Total Functional Expenses$591,343$148,668$0$740,011
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,221
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$12,843
Other Current Liabilities$1,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
No
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, Page 6, Part VI, Line 11B

A review is to be performed from this year forward.

Form 990, Page 6, Part VI, Line 12C

The officers and board of directors re-evaulate any possible conflicts of interest on a quarterly basis.

Form 990, Page 6, Part VI, Line 19

Documents are available to public upon request.

Filing and Contact Details

Filer

Filer Name
Kellyn Foundation
EIN
26-2623498
Phone
6107308860
Address
336 BUSHKILL STREET PO BOX 369, TATAMY, PA 18085

Signing Officer

Name
Eric J Ruth
Title
CEO
Phone
6107308860
Signed
2022-08-01

Organization Details

Principal Officer
Eric J Ruth
Formed
2008
Voting Board Members
8
Independent Board Members
6
Employees
29

Preparer

Firm
Buckno Lisicky & Company Pc
Address
645 HAMILTON ST SUITE 204, ALLENTOWN, PA 18101
Preparer
Chris Betley
Phone
6108218580
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The kellyn foundation is a 501c(3) non-profit corporation with a mission to develop, support, facilitate and implement programs that encourage family and community physical and emotional wellness. We focus on healthy lifesyles that can be sustained and taught to future generations, while helping to reduce the individual, family, community and national chronic disease burden.

Form 990, Page 2, Part III, Line 4D

The kellyn schools initiative includes elementary student education with the objective of understanding what is healthy food and a healthy lifestyle, learning how to grow food from seed to harvest and how to train your taste buds to enjoy healthy food. Educating the children, teachers and families helps them to make healthier choices for themselves, as well as supporting the long-term goal of building a cadre of champions willing to assist in transitioning the summer meals, free and reduced meal programs and overall school lunches to offer primarily healthy food options.

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IRS990/ProgSrvcAccomActy3Grp/Desc0THE KELLYN HEALTH INITIATIVE OBJECTIVE IS TO PROVIDE THE EDUCATION, TOOLS AND SUPPORT THAT ALLOWS FAMILIES AND INDIVIDUALS TO REDUCE DISEASE RISK FACTORS WITH A PROVEN PROGRAM THROUGH THE ADOPTION OF BETTER HEALTH HABITS AND APPROPRIATE LIFESTYLE MODIFICATIONS. WE ENGAGE WITH COMMUNITY GROUPS, SELF-INSURED EMPLOYERS, SCHOOL DISTRICTS AND INSTITUTIONS OF HIGHER LEARNING. IN ADDITION, KELLYN HEALTH WORKS WITH MEDICAL STUDENTS AND RESIDENTS PHYSICIANS INTRODUCING THEM TO THE POWER OF LIFESTYLE MEDICINE APPROACHES IN PREVENTING, TREATING AND REVERSING CHRONIC DISEASES LIKE DIABETES, HEART DISEASE, HIGH BLOOD PRESSURE AND HIGH CHOLESTEROL.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE KELLYN SCHOOLS INITIATIVE INCLUDES ELEMENTARY STUDENT EDUCATION WITH THE OBJECTIVE OF UNDERSTANDING WHAT IS HEALTHY FOOD AND A HEALTHY LIFESTYLE, LEARNING HOW TO GROW FOOD FROM SEED TO HARVEST AND HOW TO TRAIN YOUR TASTE BUDS TO ENJOY HEALTHY FOOD. EDUCATING THE CHILDREN, TEACHERS AND FAMILIES HELPS THEM TO MAKE HEALTHIER CHOICES FOR THEMSELVES, AS WELL AS SUPPORTING THE LONG-TERM GOAL OF BUILDING A CADRE OF CHAMPIONS WILLING TO ASSIST IN TRANSITIONING THE SUMMER MEALS, FREE AND REDUCED MEAL PROGRAMS AND OVERALL SCHOOL LUNCHES TO OFFER PRIMARILY HEALTHY FOOD OPTIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt066923
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IRS990/PYOtherRevenueAmt01522
IRS990/PYProgramServiceRevenueAmt0166906
IRS990/PYRevenuesLessExpensesAmt038784
IRS990/PYSalariesCompEmpBnftPaidAmt0208453
IRS990/PYTotalExpensesAmt0517580
IRS990/PYTotalRevenueAmt0556364
IRS990/ReconcilationRevenueExpnssAmt0-8300
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0267315
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0387936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0919340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0354365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0168428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0338069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0216393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0197056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01274311
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0737932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0556364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0408199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0293850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0197306
IRS990ScheduleA/Total509Grp/TotalAmt02193651
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0556364
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0293850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0197306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02193651
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0182052
IRS990ScheduleD/EquipmentGrp/DepreciationAmt066444
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0248496
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064665
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069114
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0133779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0246717
IRS990ScheduleD/TotalLiabilityAmt014743
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0GREGA PROPERTIES LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0LAND LORD
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE KELLYN FOUNDATION IS A 501C(3) NON-PROFIT CORPORATION WITH A MISSION TO DEVELOP, SUPPORT, FACILITATE AND IMPLEMENT PROGRAMS THAT ENCOURAGE FAMILY AND COMMUNITY PHYSICAL AND EMOTIONAL WELLNESS. WE FOCUS ON HEALTHY LIFESYLES THAT CAN BE SUSTAINED AND TAUGHT TO FUTURE GENERATIONS, WHILE HELPING TO REDUCE THE INDIVIDUAL, FAMILY, COMMUNITY AND NATIONAL CHRONIC DISEASE BURDEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE KELLYN SCHOOLS INITIATIVE INCLUDES ELEMENTARY STUDENT EDUCATION WITH THE OBJECTIVE OF UNDERSTANDING WHAT IS HEALTHY FOOD AND A HEALTHY LIFESTYLE, LEARNING HOW TO GROW FOOD FROM SEED TO HARVEST AND HOW TO TRAIN YOUR TASTE BUDS TO ENJOY HEALTHY FOOD. EDUCATING THE CHILDREN, TEACHERS AND FAMILIES HELPS THEM TO MAKE HEALTHIER CHOICES FOR THEMSELVES, AS WELL AS SUPPORTING THE LONG-TERM GOAL OF BUILDING A CADRE OF CHAMPIONS WILLING TO ASSIST IN TRANSITIONING THE SUMMER MEALS, FREE AND REDUCED MEAL PROGRAMS AND OVERALL SCHOOL LUNCHES TO OFFER PRIMARILY HEALTHY FOOD OPTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REVIEW IS TO BE PERFORMED FROM THIS YEAR FORWARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICERS AND BOARD OF DIRECTORS RE-EVAULATE ANY POSSIBLE CONFLICTS OF INTEREST ON A QUARTERLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0341253
IRS990/TotalAssetsEOYAmt0350533
IRS990/TotalAssetsGrp/BOYAmt0341253
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0383567
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0148668
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0591343
IRS990/TotalFunctionalExpensesGrp/TotalAmt0740011
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022579
IRS990/TotalLiabilitiesEOYAmt040159
IRS990/TotalLiabilitiesGrp/BOYAmt022579
IRS990/TotalLiabilitiesGrp/EOYAmt040159
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0318674
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0310374
IRS990/TotalOtherProgSrvcExpenseAmt066923
IRS990/TotalProgramServiceExpensesAmt0591343
IRS990/TotalProgramServiceRevenueAmt0349203
IRS990/TotalReportableCompFromOrgAmt069000
IRS990/TotalRevenueGrp/ExclusionAmt0-6221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0354365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0731711
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0341253
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0336 BUSHKILL STREET PO BOX 369
IRS990/USAddress/CityNm0TATAMY
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IRS990/WebsiteAddressTxt0WWW.KELLYN.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC J RUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06107308860
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLYN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0262623498
ReturnHeader/Filer/PhoneNum06107308860
ReturnHeader/Filer/USAddress/AddressLine1Txt0336 BUSHKILL STREET PO BOX 369
ReturnHeader/Filer/USAddress/CityNm0TATAMY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232426656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKNO LISICKY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 HAMILTON ST SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018101
ReturnHeader/PreparerPersonGrp/PhoneNum06108218580

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