Kirkridge INC FY2024 filing

Tax-deductible

Bangor, PA501(c)(3)Since 1933ReligionEIN 24-0791777Revenue $481K in FY2024

On file with the IRS2495 Fox Gap Rd, 18013-6028 · Bangor, PATax-exempt since May 1950Publicly supported — 509(a)(2)

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

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $15K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 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
$60K
10% of total assets
Looks good: liabilities are 10% 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
$481K
-29% vs prior year
Spent
$742K
To programs
83%
Net assets
$568K
By yearFY2020–FY2025
Revenue
$481K
FY2024▼ -29%
Tap a bar for its year
Revenue by fiscal year
FY2020$698K
FY2021$552K
FY2022$933K
FY2023$673K
FY2024$481K
FY2025$699K
Expenses
$742K
FY2024▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$656K
FY2021$451K
FY2022$601K
FY2023$620K
FY2024$742K
FY2025$874K
Net assets
$568K
FY2024▼ -32%
Tap a bar for its year
Net assets by fiscal year
FY2020$346K
FY2021$447K
FY2022$774K
FY2023$829K
FY2024$568K
FY2025$392K

From the FY2024 Form 990 (year ending June 2024) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1950.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $620K Management & general 9% · $70K Fundraising 7% · $53K

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

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Who runs it and what they're paid

23 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Chairperson
$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.

Questions for Kirkridge INC

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Provided by the organization

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1 program · $620K · in their own filed words · FY2023
01

Retreat and educational programs

$620Kprogram expense

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 FY2024 990, line by line.

1The main four
Money inPt VIII
$481K
Ln 12
Gifts and grantsLn 1h$258K
Fees for servicesLn 2g$178K
Other incomeLn 4–11$31K
Money outPt IX
$742K
Ln 25
Programscol B$620K
Managementcol C$70K
Fundraisingcol D$53K
Owns and owesPt X
$568K
net assets · Ln 32
Cash and savingsLn 1–2$216K
Total assetsLn 16$627K
LiabilitiesLn 26$60K
PeoplePt VI, VII
23
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$258K
Fees for servicesLn 2g$178K
Investment incomeLn 3$13K
Other incomeLn 4–11$31K
Total revenueLn 12$481K
Assets in detailPt X, end of year
CashLn 1$216K
Cash and savings togetherLn 1–2$216K
InvestmentsLn 11–13$16K
Land, buildings, equipmentLn 10c$371K
Total assetsLn 16$627K
LiabilitiesLn 26$60K
Net assetsLn 32$568K
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 FY24End FY24
Cash and savingsLn 1–2$482K$216K
InvestmentsLn 11–13$15K$16K
Land, buildings, equipmentLn 10c$381K$371K
Total assetsLn 16$892K$627K
LiabilitiesLn 26$63K$60K
Net assetsLn 32$829K$568K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$71K$25K$28K$18K
Other salaries and wagesLn 7$216K$184K$8K$24K
Pension plan contributionsLn 8$8K$8K
Other employee benefitsLn 9$16K$11K$5K
Payroll taxesLn 10$22K$17K$3K$3K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$11K$2K$9K
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$11K$1K$10K
OccupancyLn 16$93K$93K
TravelLn 17$2K$2K
Depreciation, depletion and amortizationLn 22$30K$30K
InsuranceLn 23$37K$34K$3K
Other expenses (24a–d)Ln 24$208K$208K
Total functional expensesLn 25$742K$620K$70K$53K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $699K$874K−$176K$392K 990 PDF
FY2024 Viewing $481K$742K−$261K$568K 990 PDF
FY2023 $673K$620K$53K$829K 990 PDF
FY2022 $933K$601K$332K$774K 990 PDF
FY2021 $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 FY2024 990 (6 parts)
Part I · Summary $480,959 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $395,969$258,418
I-9 Program service revenuePrior year $237,857$178,499
I-10 Investment incomePrior year $694$12,576
I-11 Other revenuePrior year $38,581$31,466
I-12 Total revenuePrior year $673,101$480,959
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $245,234$332,921
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $374,744$409,355
I-18 Total expensesPrior year $619,978$742,276
I-19 Revenue less expensesPrior year $53,123−$261,317
Part VI · Governance 17 of 17 board members independent, 2 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $480,959 across 7 lines filed
Lines not itemized here account for $2,765 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$258,418
VIII-1h Total contributions, gifts and grants$258,418
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $178,499$178,499
VIII-3 Investment incomeExcluded from tax $12,576$12,576
VIII-6 Net rental income or lossExcluded from tax $28,155$28,155
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $546$546
VIII-12 Total revenueRelated to mission $181,810 · Unrelated business $0 · Excluded from tax $40,731$480,959
Part IX · Statement of functional expenses $742,276 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $24,715 · Management $28,246 · Fundraising $17,654$70,615
IX-7 Other salaries and wagesPrograms $183,580 · Management $7,877 · Fundraising $24,053$215,510
IX-8 Pension plan contributionsFundraising $8,122$8,122
IX-9 Other employee benefitsPrograms $11,107 · Management $5,077$16,184
IX-10 Payroll taxesPrograms $16,536 · Management $3,191 · Fundraising $2,763$22,490
IX-11c Accounting feesManagement $4,125$4,125
IX-11g Other fees for servicesPrograms $2,377 · Management $8,527$10,904
IX-12 Advertising and promotionPrograms $11,884$11,884
IX-13 Office expensesPrograms $1,050 · Management $10,320$11,370
IX-16 OccupancyPrograms $93,461$93,461
IX-17 TravelPrograms $2,437$2,437
IX-22 Depreciation, depletion and amortizationPrograms $29,784$29,784
IX-23 InsurancePrograms $34,275 · Management $2,750$37,025
IX-24 Other expenses (24a–d)Programs $208,365$208,365
IX-25 Total functional expensesPrograms $619,571 · Management $70,113 · Fundraising $52,592$742,276
Part X · Balance sheet $627,475 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $481,955$215,725
X-4 Accounts receivableStart of year $10,776$24,380
X-9 Prepaid expenses and deferred chargesStart of year $2,890$858
X-10c Land, buildings and equipment, netStart of year $381,372$370,795
X-11 Publicly traded securitiesStart of year $14,973$15,717
X-16 Total assetsStart of year $891,966$627,475
X-17 Accounts payable and accrued expensesStart of year $57,362$50,872
X-19 Deferred revenueStart of year $3,250$2,556
X-25 Other liabilitiesStart of year $2,720$6,499
X-26 Total liabilitiesStart of year $63,332$59,927
X-27 Net assets without donor restrictionsStart of year $824,770$565,125
X-28 Net assets with donor restrictionsStart of year $3,864$2,423
X-32 Total net assets or fund balancesStart of year $828,634$567,548
X-33 Total liabilities and net assetsStart of year $891,966$627,475
Part XI · Reconciliation of net assets $567,548 net assets at year end
XI-1 Total revenue$480,959
XI-2 Total expenses$742,276
XI-3 Revenue less expenses−$261,317
XI-4 Net assets at start of year$828,634
XI-5 Net unrealized gains (losses) on investments$231
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$567,548

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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