Civic Intelligence

New Vitae Wellness Foundation

990 • Fiscal year 2018 • EIN 32-0470695

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

5201 St Josephs RoadLimeport, PA 18060

(610) 967-3798

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$219,852

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

100th percentile

1249%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Assets

Up

$1,178,617

Up $1,091,257 (+1249%) from 2017

Net Assets

Up

$1,178,617

Up $1,100,433 (+1407%) from 2017

Liabilities

Down

$0

Down $9,176 (-100%) from 2017

Revenue

Up

$1,312,652

Up $1,312,652 from 2017

Expenses

Up

$228,401

Up $219,210 (+2385%) from 2017

Net Income

Up

$1,084,251

Up $1,093,442 (+11897%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $87,375Liabilities 2016: $0Net Assets 2016: $87,3752016Assets 2017: $87,360Liabilities 2017: $9,176Net Assets 2017: $78,1842017Assets 2018: $1,178,617Liabilities 2018: $0Net Assets 2018: $1,178,6172018Assets 2020: $767,993Liabilities 2020: $0Net Assets 2020: $767,9932020Assets 2021: $434,038Liabilities 2021: $0Net Assets 2021: $434,0382021Assets 2022: $897,496Liabilities 2022: $0Net Assets 2022: $897,4962022Assets 2023: $624,141Liabilities 2023: $0Net Assets 2023: $624,1412023Assets 2024: $1,560,059Liabilities 2024: $0Net Assets 2024: $1,560,0592024

Highlighted filing

2018

Assets$1,178,617
Liabilities$0
Net Assets$1,178,617

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $100,000Expenses 2016: $12,625Net Income 2016: $87,3752016Revenue 2017: $0Expenses 2017: $9,191Net Income 2017: -$9,1912017Revenue 2018: $1,312,652Expenses 2018: $228,401Net Income 2018: $1,084,2512018Revenue 2020: $2,451,830Expenses 2020: $1,522,485Net Income 2020: $929,3452020Revenue 2021: $2,585,522Expenses 2021: $2,919,477Net Income 2021: -$333,9552021Revenue 2022: $3,318,200Expenses 2022: $2,854,742Net Income 2022: $463,4582022Revenue 2023: $2,307,507Expenses 2023: $2,580,862Net Income 2023: -$273,3552023Revenue 2024: $3,570,597Expenses 2024: $2,634,679Net Income 2024: $935,9182024

Highlighted filing

2018

Revenue$1,312,652
Expenses$228,401
Net Income$1,084,251
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,312,652
Mission and Program Overview

Mission

The new vitae wellness foundation's primary purpose is to offer and provide professional services, community support and education relating to behavioral and mental health issues and needs in order to assist with education, vocational, clinical and housing needs in the community.

The foundation was formed for the purpose of offering and providing community services, support and education relating to behavioral and mental health issues

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,360$1,178,617▲ $1,091,257
Rtn Earn Endowment Incm Other Fnds$78,184$1,178,617▲ $1,100,433
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$87,360$1,178,617▲ $1,091,257
Liabilities
Accounts Payable and Accrued Expenses$9,176--
Total Liabilities$9,176$0▼ $9,176
Net Assets / Fund Balance
Total Net Assets Fund Balance$78,184$1,178,617▲ $1,100,433
Total Liabilities and Net Assets / Fund Balance$87,360$1,178,617▲ $1,091,257
Compensation and Service Providers

Employees

NameTitleOtherTotal
Adam DevlinDirector/president$102,072$102,072
Tj RooneyDirector$90,000$90,000

Board Members and Trustees

NameTitle
Father RieglerDirector
Frederick P RooneyDirector
Judith YanacekDirector/sec. and Treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$758,000
Program Service Revenue
$554,652
Investment Income
$0
Other Revenue
$0
All Other Contributions
$8,000
Change in Net Assets
$1,084,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,312,652
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,516,818
Total Revenue per Audited Statements
$2,829,470
Total Revenue per Form 990
$1,312,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$220,129--$220,129
Fees for Services Accounting-$3,500-$3,500
Fees for Services Management-$2,200-$2,200
Advertising-$810-$810
Fees for Services Legal-$774-$774
Conferences and Meetings-$728-$728
Office Expenses-$260-$260
Total Functional Expenses$220,129$8,272$0$228,401

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,711,499
Expenses Not Reported on Form 990$2,483,098
Expenses per Audited Statements$228,401
Total Expenses per Form 990$228,401
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Executive Director of Organization Is the Owner of New Vitae Inc.FOUNDATION'S PROGRAM SERVICES WERE RENDERED BY NEW VITAE, INC.; THE ENTITY IS OWNED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION.No$213,129
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section A, Line 2

Adam devlin is the owner and co-founder of newvitae, inc. D/b/a new vitae wellness and recovery, a pennsylvania business corporation. Judith yanacek is the president and chief executive officer of new vitae wellness and recovery. Mr.devlin and ms. Yanacek are members of the corporation's board of directors.

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

The form 990 is reviewed by the treasurer prior to filing with the irs. Copies of the return are made available to the board.

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

All employees of the new vitae wellness foundation, including those individuals who act as officers of the the organization, are required to report that they comply with a conflict of interest policy.

Form 990, Part VI, Section B, Line 15

The corporate bylaws of the organization provide that no officers of the organization shall receive any compensation. The governing body insures that this policy and corporate bylaw is enforced and none of its members nor any officer or employee of the organization receives any compensation from the organization.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
New Vitae Wellness Foundation
EIN
32-0470695
Phone
6109673798
Address
5201 ST JOSEPHS ROAD, LIMEPORT, PA 18060

Signing Officer

Name
Adam Devlin
Title
President
Phone
6109673798
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Devlin
Formed
2015
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Drucker & Scaccetti Pc
Address
1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer
Jane Scaccetti CPA
Phone
2156653960
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontractor expense - program costs: program service expenses 213,129. Management and general expenses 0. Fundraising expenses 0. Total expenses 213,129. Event expenses: program service expenses 7,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,000.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenue to be reported when received - cash method of accounting for f990

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses to be reported when paid - cash method of accounting for f990

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0219852
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0NEW VITAE INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR OF ORGANIZATION IS THE OWNER OF NEW VITAE INC.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0213129
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FOUNDATION'S PROGRAM SERVICES WERE RENDERED BY NEW VITAE, INC.; THE ENTITY IS OWNED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADAM DEVLIN IS THE OWNER AND CO-FOUNDER OF NEWVITAE, INC. D/B/A NEW VITAE WELLNESS AND RECOVERY, A PENNSYLVANIA BUSINESS CORPORATION. JUDITH YANACEK IS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF NEW VITAE WELLNESS AND RECOVERY. MR.DEVLIN AND MS. YANACEK ARE MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING WITH THE IRS. COPIES OF THE RETURN ARE MADE AVAILABLE TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL EMPLOYEES OF THE NEW VITAE WELLNESS FOUNDATION, INCLUDING THOSE INDIVIDUALS WHO ACT AS OFFICERS OF THE THE ORGANIZATION, ARE REQUIRED TO REPORT THAT THEY COMPLY WITH A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CORPORATE BYLAWS OF THE ORGANIZATION PROVIDE THAT NO OFFICERS OF THE ORGANIZATION SHALL RECEIVE ANY COMPENSATION. THE GOVERNING BODY INSURES THAT THIS POLICY AND CORPORATE BYLAW IS ENFORCED AND NONE OF ITS MEMBERS NOR ANY OFFICER OR EMPLOYEE OF THE ORGANIZATION RECEIVES ANY COMPENSATION FROM THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUBCONTRACTOR EXPENSE - PROGRAM COSTS: PROGRAM SERVICE EXPENSES 213,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 213,129. EVENT EXPENSES: PROGRAM SERVICE EXPENSES 7,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0232514841
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BEHAVIORAL HEALTH CARE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NEW VITAE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01096 APPLE ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0QUAKERTOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd018951
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0213129
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST FOR SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW VITAE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt087360
IRS990/TotalAssetsEOYAmt01178617
IRS990/TotalAssetsGrp/BOYAmt087360
IRS990/TotalAssetsGrp/EOYAmt01178617
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0758000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220129
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228401
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09176
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt09176
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt078184
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01178617
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0220129
IRS990/TotalProgramServiceRevenueAmt0554652
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0554652
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01312652
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01178617
IRS990/TotReportableCompRltdOrgAmt0411924
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05201 ST JOSEPHS ROAD
IRS990/USAddress/CityNm0LIMEPORT
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018060
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM DEVLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109673798
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW VITAE WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWV
ReturnHeader/Filer/EIN0320470695
ReturnHeader/Filer/PhoneNum06109673798
ReturnHeader/Filer/USAddress/AddressLine1Txt05201 ST JOSEPHS ROAD
ReturnHeader/Filer/USAddress/CityNm0LIMEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId076FF2A6BB2396675DA7FC3BECCB7F23E28595D91
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08CEDF576CA043CC62ABB75A2273520B055B15DFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.221.242
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:37:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232628118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRUCKER & SCACCETTI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02156653960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE SCACCETTI CPA

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