Kirkridge INC FY2021 filing

Tax-deductible

Bangor, PA501(c)(3)Since 1933ReligionEIN 24-0791777

Kirkridge is a retreat and study center focused on spirit, justice, and community

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $53K a year · 8% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 12.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$366K
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$552K
-21% vs prior year
Spent
$451K
To programs
73%
Net assets
$447K
By yearFY2020–FY2024
Revenue
$552K
FY2021▼ -21%
Revenue by fiscal year
FY2020$698K
FY2021$552K
FY2022$933K
FY2023$673K
FY2024$481K
FY2024$699K
Expenses
$451K
FY2021▼ -31%
Expenses by fiscal year
FY2020$656K
FY2021$451K
FY2022$601K
FY2023$620K
FY2024$742K
FY2024$874K
Net assets
$447K
FY2021▲ +29%
Net assets by fiscal year
FY2020$346K
FY2021$447K
FY2022$774K
FY2023$829K
FY2024$568K
FY2024$392K

From the FY2021 Form 990 (year ending June 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1950.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $327K Management & general 19% · $88K Fundraising 8% · $36K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Sally Z Hare’s $2K as Trustee is at the 1st percentile of top reported officer pay among 2133 $100K–1M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Kirkridge INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers a retreat and study center for rest and renewal on life's journey.

Provided by the organization

This section is blank until Kirkridge INC claims this page.

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1 program service account for $327K of program spending, described in the organization's own filed words · FY2020.
01

Retreat and educational programs

$327Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$552K
Ln 12
Gifts and grantsLn 1h$453K
Fees for servicesLn 2g$89K
Other incomeLn 4–11$9K
Money outPt IX
$451K
Ln 25
Programscol B$327K
Managementcol C$88K
Fundraisingcol D$36K
Owns and owesPt X
$447K
net assets · Ln 32
Cash and savingsLn 1–2$450K
Total assetsLn 16$814K
LiabilitiesLn 26$366K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$453K
Government grantsLn 1e$71K
Fees for servicesLn 2g$89K
Investment incomeLn 3$661
Other incomeLn 4–11$9K
Total revenueLn 12$552K
Assets in detailPt X, end of year
CashLn 1$271K
SavingsLn 2$179K
Cash and savings togetherLn 1–2$450K
InvestmentsLn 11–13$17K
Land, buildings, equipmentLn 10c$339K
Total assetsLn 16$814K
LiabilitiesLn 26$366K
Net assetsLn 32$447K
OperationsPt I, VI
EmployeesI 515
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$406K$450K
InvestmentsLn 11–13$15K$17K
Land, buildings, equipmentLn 10c$374K$339K
Total assetsLn 16$802K$814K
LiabilitiesLn 26$456K$366K
Net assetsLn 32$346K$447K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$51K$18K$33K
Other salaries and wagesLn 7$107K$71K$36K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$10K$6K$3K
Payroll taxesLn 10$13K$7K$4K$2K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$7K$7K
Other fees for servicesLn 11g$11K$6K$6K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$5K$5K
OccupancyLn 16$43K$43K
TravelLn 17$2K$2K
InterestLn 20$7K$7K
Depreciation, depletion and amortizationLn 22$35K$35K
InsuranceLn 23$41K$38K$3K
Other expenses (24a–d)Ln 24$113K$108K$4K
Total functional expensesLn 25$451K$327K$88K$36K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $481K$742K−$261K$568K 990 PDF
FY2023 $673K$620K$53K$829K 990 PDF
FY2022 $933K$601K$332K$774K 990 PDF
FY2021 Viewing $552K$451K$101K$447K 990 PDF
FY2020 $698K$656K$42K$346K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $551,667 across 7 lines filed
VIII-1e Government grants$70,700
VIII-1f All other contributions, gifts and grants$382,790
VIII-1h Total contributions, gifts and grants$453,490
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $88,876$88,876
VIII-3 Investment incomeExcluded from tax $661$661
VIII-6 Net rental income or lossExcluded from tax $8,640$8,640
VIII-12 Total revenueRelated to mission $88,876 · Unrelated business $0 · Excluded from tax $9,301$551,667
Part IX · Statement of functional expenses $450,999 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $18,335 · Fundraising $32,507$50,842
IX-7 Other salaries and wagesPrograms $71,349 · Management $35,810$107,159
IX-8 Pension plan contributionsFundraising $1,079$1,079
IX-9 Other employee benefitsPrograms $6,471 · Management $3,236$9,707
IX-10 Payroll taxesPrograms $6,805 · Management $4,128 · Fundraising $2,423$13,356
IX-11b Legal feesManagement $1,899$1,899
IX-11c Accounting feesManagement $7,000$7,000
IX-11g Other fees for servicesPrograms $5,687 · Management $5,700$11,387
IX-12 Advertising and promotionPrograms $3,691$3,691
IX-13 Office expensesManagement $4,787$4,787
IX-16 OccupancyPrograms $42,646$42,646
IX-17 TravelPrograms $1,565$1,565
IX-20 InterestPrograms $6,998$6,998
IX-22 Depreciation, depletion and amortizationPrograms $35,093$35,093
IX-23 InsurancePrograms $38,275 · Management $2,697$40,972
IX-24 Other expenses (24a–d)Programs $108,480 · Management $4,338$112,818
IX-25 Total functional expensesPrograms $327,060 · Management $87,930 · Fundraising $36,009$450,999
Part X · Balance sheet $813,576 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $127,318$271,451
X-2 Savings and temporary cash investmentsStart of year $278,529$178,961
X-4 Accounts receivable$7,258
X-9 Prepaid expenses and deferred chargesStart of year $7,554$0
X-10c Land, buildings and equipment, netStart of year $373,822$338,729
X-11 Publicly traded securitiesStart of year $14,768$17,177
X-16 Total assetsStart of year $801,991$813,576
X-17 Accounts payable and accrued expensesStart of year $88,359$73,439
X-19 Deferred revenueStart of year $288,000$221,946
X-25 Other liabilitiesStart of year $30,513$21,751
X-26 Total liabilitiesStart of year $456,209$366,473
X-27 Net assets without donor restrictionsStart of year $279,710$445,873
X-28 Net assets with donor restrictionsStart of year $66,072$1,230
X-32 Total net assets or fund balancesStart of year $345,782$447,103
X-33 Total liabilities and net assetsStart of year $801,991$813,576
Part XI · Reconciliation of net assets $447,103 net assets at year end
XI-1 Total revenue$551,667
XI-2 Total expenses$450,999
XI-3 Revenue less expenses$100,668
XI-4 Net assets at start of year$345,782
XI-5 Net unrealized gains (losses) on investments$653
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$447,103

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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