Civic Intelligence

Kingsbury Wellness and Learning Group Inc

EIN 84-1802188 • 501(c)3 • Silver Spring, MD

Pub. 78 Eligible

Profile

To remove barriers and unlock potential for families with learning and behaviour challenges

8701 Georgia Avenue 603Silver Spring, MD 20910

www.kingsburywellness.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.25x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.11x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

60%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$74,983

Up $28,028 (+60%) from 2023

Liabilities

Down

$93,895

Down $25,401 (-21%) from 2023

Net Assets

Up

-$18,912

Up $53,429 (+74%) from 2023

Revenue

Up

$822,718

Up $118,756 (+17%) from 2023

Expenses

Up

$801,881

Up $98,727 (+14%) from 2023

Net Income

Up

$20,837

Up $20,029 (+2479%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2020: $89,097Liabilities 2020: $63,541Net Assets 2020: $25,5562020Assets 2021: $98,629Liabilities 2021: $165,363Net Assets 2021: -$66,7342021Assets 2022: $32,569Liabilities 2022: $105,718Net Assets 2022: -$73,1492022Assets 2023: $46,955Liabilities 2023: $119,296Net Assets 2023: -$72,3412023Assets 2024: $74,983Liabilities 2024: $93,895Net Assets 2024: -$18,9122024

Highlighted filing

2024

Assets$74,983
Liabilities$93,895
Net Assets-$18,912

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $316,719Expenses 2020: $313,270Net Income 2020: $3,4492020Revenue 2021: $430,839Expenses 2021: $523,129Net Income 2021: -$92,2902021Revenue 2022: $664,509Expenses 2022: $685,509Net Income 2022: -$21,0002022Revenue 2023: $703,962Expenses 2023: $703,154Net Income 2023: $8082023Revenue 2024: $822,718Expenses 2024: $801,881Net Income 2024: $20,8372024

Highlighted filing

2024

Revenue$822,718
Expenses$801,881
Net Income$20,837

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$822,718
Mission and Program Overview

Mission

To remove barriers and unlock potential for families with learning and behaviour challenges

To remove barriers and unlock potential for families with learning and behaviour challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$37,662▲ $37,662
Cash and Non-Interest-Bearing Accounts$45,382$34,883▼ $10,499
Prepaid Expenses and Deferred Charges$1,573$2,438▲ $865
Total Assets$46,955$74,983▲ $28,028
Liabilities
Unsecured Notes Loans Payable$81,000$81,000→ $0
Accounts Payable and Accrued Expenses$38,296$12,895▼ $25,401
Total Liabilities$119,296$93,895▼ $25,401
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-72,341$-18,912▲ $53,429
Total Net Assets Fund Balance$-72,341$-18,912▲ $53,429
Total Liabilities and Net Assets / Fund Balance$46,955$74,983▲ $28,028

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,062$39,182$66,244
Buildings$10,600$460$11,060
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elliott ConklinCo-founder, Executive DireFT$92,500$11,984$104,484
Lauren SiegelCo-founder, Director of TeFT$89,192$3,900$93,092

Board Members and Trustees

NameTitle
Anthony PerryChair
Jane KwassVice Chair
Jonathan BoyerSecretary
Jason GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,073
Program Service Revenue
$811,145
Investment Income
$0
Other Revenue
$7,500
All Other Contributions
$4,073
Change in Net Assets
$20,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$494,189
Other Expenses$307,692
Total Fundraising Expense$274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$206,459$33,912-$240,371
Current Officers, Directors, Trustees, and Key Employees$141,726$55,850-$197,576
Fees for Services Other$109,200--$109,200
Office Expenses$20,279$63,338-$83,617
Occupancy-$40,491-$40,491
Payroll Taxes$27,133$10,383-$37,516
Fees for Services Legal-$21,542-$21,542
Advertising-$20,714-$20,714
Other Employee Benefits$3,163$15,563-$18,726
Depreciation Depletion-$7,050-$7,050
Insurance-$4,772-$4,772
Interest-$4,152-$4,152
Other Expenses$15,880-$274$274
Total Functional Expenses$523,840$277,767$274$801,881
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 form was prepared by outside accountants and reviewed by the baord prior to filing.

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

The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by having board members review the policy each year, acknowledge their understanding and agreement, and submit any potential conflicts for discussion with the board.

Form 990, Part VI, Section C, Line 18

The organization makes these documents avaialble upon request.

Form 990, Part VI, Section C, Line 19

The organization makes these documents avaialble upon request.

Filing and Contact Details

Filer

Filer Name
Kingsbury Wellness & Learning Group Inc
EIN
84-1802188
Phone
2025452410
Address
8701 GEORGIA AVENUE 603, SILVER SPRING, MD 20910

Signing Officer

Name
Elliott Conklin
Title
Treasurer
Phone
2025452410
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elliott Conklin
Formed
2018
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
4
Employees
7
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
6116 EXECUTIVE BLVD 500, NORTH BETHESDA, MD 20852
Preparer
Joshua G Dzyak CPA
Phone
3017705100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontractors for programs: program service expenses 109,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 109,200.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE BAORD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING BOARD MEMBERS REVIEW THE POLICY EACH YEAR, ACKNOWLEDGE THEIR UNDERSTANDING AND AGREEMENT, AND SUBMIT ANY POTENTIAL CONFLICTS FOR DISCUSSION WITH THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THESE DOCUMENTS AVAIALBLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THESE DOCUMENTS AVAIALBLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBCONTRACTORS FOR PROGRAMS: PROGRAM SERVICE EXPENSES 109,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,200.
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 C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt046955
IRS990/TotalAssetsEOYAmt074983
IRS990/TotalAssetsGrp/BOYAmt046955
IRS990/TotalAssetsGrp/EOYAmt074983
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04073
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0274
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0277767
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0523840
IRS990/TotalFunctionalExpensesGrp/TotalAmt0801881
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119296
IRS990/TotalLiabilitiesEOYAmt093895
IRS990/TotalLiabilitiesGrp/BOYAmt0119296
IRS990/TotalLiabilitiesGrp/EOYAmt093895
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-72341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-18912
IRS990/TotalOtherCompensationAmt015884
IRS990/TotalProgramServiceExpensesAmt0523840
IRS990/TotalProgramServiceRevenueAmt0811145
IRS990/TotalReportableCompFromOrgAmt0181692
IRS990/TotalRevenueGrp/ExclusionAmt07500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0811145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0822718
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046955
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074983
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt081000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt081000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08701 GEORGIA AVENUE 603
IRS990/USAddress/CityNm0SILVER SPRING
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020910
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.KINGSBURYWELLNESS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLIOTT CONKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02025452410
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KINGSBURY WELLNESS & LEARNING GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0841802188
ReturnHeader/Filer/PhoneNum02025452410
ReturnHeader/Filer/USAddress/AddressLine1Txt08701 GEORGIA AVENUE 603
ReturnHeader/Filer/USAddress/CityNm0SILVER SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020910
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06116 EXECUTIVE BLVD 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03017705100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA G DZYAK CPA
ReturnHeader/ReturnTs02025-11-12T12:17:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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