Civic Intelligence

New Vitae Wellness Foundation

990 • Fiscal year 2020 • EIN 32-0470695

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 28, 2021

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$235,244

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

5th percentile

-19%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Revenue Growth

83rd percentile

37%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2020

Assets

Down

$767,993

Down $410,624 (-35%) from 2018

Net Assets

Down

$767,993

Down $410,624 (-35%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$2,451,830

Up $1,139,178 (+87%) from 2018

Expenses

Up

$1,522,485

Up $1,294,084 (+567%) from 2018

Net Income

Down

$929,345

Down $154,906 (-14%) from 2018

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

2020

Assets$767,993
Liabilities$0
Net Assets$767,993

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

2020

Revenue$2,451,830
Expenses$1,522,485
Net Income$929,345
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 28, 2021
Return Version
2019v5.2
Gross Receipts
$2,451,830
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$934,443$767,993▼ $166,450
Rtn Earn Endowment Incm Other Fnds$934,443$767,993▼ $166,450
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$934,443$767,993▼ $166,450
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$934,443$767,993▼ $166,450
Total Liabilities and Net Assets / Fund Balance$934,443$767,993▼ $166,450
Compensation and Service Providers

Employees

NameTitleOtherTotal
Adam DevlinDirector/president$132,500$132,500

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,145,517
Program Service Revenue
$1,280,728
Investment Income
$3,585
Other Revenue
$22,000
Change in Net Assets
$929,345

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,451,830
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$820,220
Total Revenue per Audited Statements
$3,272,050
Total Revenue per Form 990
$2,451,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,522,485
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$1,511,511--$1,511,511
Fees for Services Accounting-$8,500-$8,500
Fees for Services Management-$2,474-$2,474
Total Functional Expenses$1,511,511$10,974$0$1,522,485

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,245,379
Expenses Not Reported on Form 990$1,722,894
Expenses per Audited Statements$1,522,485
Total Expenses per Form 990$1,522,485
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$1,507,723
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, 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
2021-04-28
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 1,507,723. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,507,723. Event expenses: program service expenses 3,788. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,788.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cash method of accounting for f990 820,220.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cash method of accounting for f990 1,722,894.

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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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
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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 1,507,723. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,507,723. EVENT EXPENSES: PROGRAM SERVICE EXPENSES 3,788. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,788.
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/InvolvedAmt01507723
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0934443
IRS990/TotalAssetsEOYAmt0767993
IRS990/TotalAssetsGrp/BOYAmt0934443
IRS990/TotalAssetsGrp/EOYAmt0767993
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01145517
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010974
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01511511
IRS990/TotalFunctionalExpensesGrp/TotalAmt01522485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0934443
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0767993
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01511511
IRS990/TotalProgramServiceRevenueAmt01280728
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025585
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01280728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02451830
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0934443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0767993
IRS990/TotReportableCompRltdOrgAmt0367744
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM DEVLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109673798
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
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/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
ReturnHeader/ReturnTs02021-05-05T07:03:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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