Civic Intelligence

Wellfit Girls Program Southwest

EIN 47-2821242 • 501(c)3 • Naples, FL

Profile

To empower teen girls to climb high in all areas of life through adventure and outdoor education, leadership training, physical fitness challenges, social entrepreneurship and creative expression.

2430 Vanderbilt Beach Rd 175Naples, FL 34109

wellfitgirls.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$99,100

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$110,957

Up $36,283 (+49%) from 2023

Liabilities

Down

$0

Down $716 (-100%) from 2023

Net Assets

Up

$110,957

Up $36,999 (+50%) from 2023

Revenue

Up

$287,269

Up $97,756 (+52%) from 2023

Expenses

Down

$250,270

Down $1,268 (-0.5%) from 2023

Net Income

Up

$36,999

Up $99,024 (+160%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $11,945Liabilities 2015: $0Net Assets 2015: $11,9452015Assets 2016: $28,763Liabilities 2016: $363Net Assets 2016: $28,4002016Assets 2017: $30,730Liabilities 2017: $9212017Assets 2018: $25,944Liabilities 2018: $1,673Net Assets 2018: $24,2712018Assets 2019: $19,060Liabilities 2019: $1,505Net Assets 2019: $17,5552019Assets 2020: $67,886Liabilities 2020: $21,293Net Assets 2020: $46,5932020Assets 2021: $59,202Liabilities 2021: $21,662Net Assets 2021: $37,5402021Assets 2022: $137,970Liabilities 2022: $1,987Net Assets 2022: $135,9832022Assets 2023: $74,674Liabilities 2023: $716Net Assets 2023: $73,9582023Assets 2024: $110,957Liabilities 2024: $0Net Assets 2024: $110,9572024

Highlighted filing

2024

Assets$110,957
Liabilities$0
Net Assets$110,957

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2015: $69,719Expenses 2015: $57,774Net Income 2015: $11,9452015Revenue 2016: $115,372Expenses 2016: $98,917Net Income 2016: $16,4552016Revenue 2017: $145,789Expenses 2017: $144,380Net Income 2017: $1,4092017Revenue 2018: $208,265Expenses 2018: $212,267Net Income 2018: -$4,0022018Revenue 2019: $191,712Expenses 2019: $198,428Net Income 2019: -$6,7162019Revenue 2020: $240,811Expenses 2020: $211,773Net Income 2020: $29,0382020Revenue 2021: $208,241Expenses 2021: $217,294Net Income 2021: -$9,0532021Revenue 2022: $305,605Expenses 2022: $207,162Net Income 2022: $98,4432022Revenue 2023: $189,513Expenses 2023: $251,538Net Income 2023: -$62,0252023Revenue 2024: $287,269Expenses 2024: $250,270Net Income 2024: $36,9992024

Highlighted filing

2024

Revenue$287,269
Expenses$250,270
Net Income$36,999

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$305,605
Mission and Program Overview

Mission

To inspire, challenge, and empower teen girls to climb high in all areas of life through transformational leadership programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$44,497$126,715▲ $82,218
Land, Buildings, and Equipment, Net$11,421$8,971▼ $2,450
Total Assets$59,202$137,970▲ $78,768
Other Assets Total$3,284$2,284▼ $1,000
Liabilities
Other Liabilities$21,662$1,987▼ $19,675
Total Liabilities$21,662$1,987▼ $19,675
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,540$135,983▲ $98,443
Total Net Assets Fund Balance$37,540$135,983▲ $98,443
Total Liabilities and Net Assets / Fund Balance$59,202$137,970▲ $78,768

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,971$5,940$14,911
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brooke SpencerExecutive DirectorFT$56,699$56,699

Board Members and Trustees

NameTitle
Debra FrenkelPresident
Nannette StaropoliVice President
Dr Ashley MandevilleDirector
Heather BorderDirector
Rio DearmondDirector
Sarah HoltonDirector
Shirlene ElkinsDirector
Jill WheelerSecretary
Colby RobertsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,116
Program Service Revenue
$16,489
Investment Income
$0
Other Revenue
$0
All Other Contributions
$230,160
Change in Net Assets
$98,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$120,150
Other Expenses$87,012
Total Fundraising Expense$1,872
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,969$12,730-$56,699
Other Salaries and Wages$41,270$11,949-$53,219
Occupancy$17,035--$17,035
Insurance$9,620$780-$10,400
Office Expenses$9,466-$790$10,256
Fees for Services Other$7,550$1,569-$9,119
Payroll Taxes$5,378$1,557-$6,935
Advertising$4,281-$404$4,685
Fees for Services Accounting$3,290$1,160-$4,450
Information Technology$2,765$789$394$3,948
Other Employee Benefits$2,557$740-$3,297
Depreciation Depletion-$2,450-$2,450
Other Expenses$1,215$1,000-$2,215
Travel$330--$330
All Other Expenses-$328-$328
Interest--$284$284
Conferences and Meetings-$99-$99
Total Functional Expenses$170,139$35,151$1,872$207,162
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Giving Tuesday$29,316---
Souper Bowl$7,650---
Total Events$36,966---
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 Tax Liabilities$1,330
Credit Card$657
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 B, Line 11B

The board of directors receive a copy of the 990 to review and are given the opportunity to ask questions and suggest changes prior to finalizing the return.

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

Board of directors are annually required to disclose any conflict of interest in writing.

Form 990, Part VI, Section B, Line 15

Comparable data is evaluated in determining the compensation of the executive director and key employees. Due to budget constraints the executive director and key employees are typically paid under the industry average.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Wellfit Girls Program Southwest
EIN
47-2821242
Phone
2395290366
Address
2430 VANDERBILT BEACH RD 175, NAPLES, FL 34109

Signing Officer

Name
Tracey Williams
Title
Executive Director
Phone
2395290366
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey Williams
Formed
2015
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
9
Employees
5
Volunteers
65

Preparer

Firm
Hill Barth & King LLC
Address
3838 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103
Preparer
Alan L Abraham
Phone
2392632111
Raw XML AppendixShowing 400 of 465 raw XML fields

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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IRS990/ProgSrvcAccomActy2Grp/Desc0SUMMIT SISTERS - 12 HIGH SCHOOL GIRLS PARTICIPATED IN THE 2022 SUMMIT SISTERS PROGRAM. SUMMIT SISTERS IS A FOUR-MONTH LEADERSHIP, FITNESS, AND EMPOWERMENT PROGRAM FOR HIGH SCHOOL GIRLS IN LEE AND COLLIER COUNTY. GIRLS MEET TWICE WEEKLY FOR ONE-MONTH PROGRAMS, AND COULD ATTEND ONE MONTH OR ALL FOUR. THE FIRST MEETING OF THE WEEK ALTERNATES BETWEEN LEADERSHIP TRAINING AND INTEGRATED FITNESS. THE SECOND WEEKLY MEETING IS FITNESS FOCUSED. THE PROGRAM BEGAN JANUARY 2022 AND ENDED APRIL 2022. EACH MONTHLY PROGRAM ENDED WITH A LOCAL EXCURSION CORRELATING TO THE MONTHLY TOPIC. LEADERSHIP ACTIVITIES INCLUDE, VISION AND GOAL SETTING, COMMUNICATION STRATEGIES AND CONFLICT RESOLUTION DISCUSSION, TRUST BUILDING ACTIVITIES, YOGA, MEDITATION, FITNESS AND MORE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0162728
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07389
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0169325
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0120819
IRS990/PYOtherRevenueAmt02552
IRS990/PYProgramServiceRevenueAmt036364
IRS990/PYRevenuesLessExpensesAmt0-9053
IRS990/PYSalariesCompEmpBnftPaidAmt096475
IRS990/PYTotalExpensesAmt0217294
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0208241
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt098443
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt033556
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt022000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0105556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0289116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0169325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0211519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0139688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0927339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0196240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020785
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt017233
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022813
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt064800
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80300
IRS990ScheduleA/PublicSupportPY509Pct00.88010
IRS990ScheduleA/PublicSupportTotal509Amt0954275
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0123949
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt030929
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt034896
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt021604
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt022726
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0234104
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt090393
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt010929
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt014896
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt011604
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0726
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0128548
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0305605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0209658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0255092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0202336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0215688
IRS990ScheduleA/Total509Grp/TotalAmt01188379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0305605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0209658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0255092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0202336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0215688
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01188379
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08971
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05940
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08971
IRS990ScheduleD/TotalLiabilityAmt01987
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt036966
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029316
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GIVING TUESDAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SOUPER BOWL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036966
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECEIVE A COPY OF THE 990 TO REVIEW AND ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND SUGGEST CHANGES PRIOR TO FINALIZING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ARE ANNUALLY REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPARABLE DATA IS EVALUATED IN DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. DUE TO BUDGET CONSTRAINTS THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ARE TYPICALLY PAID UNDER THE INDUSTRY AVERAGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt059202
IRS990/TotalAssetsEOYAmt0137970
IRS990/TotalAssetsGrp/BOYAmt059202
IRS990/TotalAssetsGrp/EOYAmt0137970
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0289116
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01872
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035151
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170139
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207162
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021662

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