Civic Intelligence

Wellfleet Alzheimer'S Association

EIN 45-2228260 • 501(c)3 • Wellfleet, MA

Profile

Create fundraising revenue to be used in relation to alzheimer's and all related education, research and support services.

PO Box 1000 84-1 Commercial StreetWellfleet, MA 02667-1000

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-66%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,064

Down $279 (-3.0%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,064

Down $279 (-3.0%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$1,126

Down $2,226 (-66%) from 2021

Expenses

Down

$1,405

Down $67 (-4.6%) from 2021

Net Income

Down

-$279

Down $2,159 (-115%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$60K$40K$20K$0Assets 2013: $48,126Liabilities 2013: $02013Assets 2014: $48,214Liabilities 2014: $02014Assets 2015: $57,393Liabilities 2015: $02015Assets 2016: $51,453Liabilities 2016: $02016Assets 2017: $27,431Liabilities 2017: $02017Assets 2018: $5,401Liabilities 2018: $02018Assets 2019: $7,209Liabilities 2019: $02019Assets 2020: $7,463Liabilities 2020: $02020Assets 2021: $9,343Net Assets 2021: $9,3432021Assets 2022: $9,064Net Assets 2022: $9,0642022

Highlighted filing

2022

Assets$9,064
Liabilities-
Net Assets$9,064
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20K-$40KRevenue 2013: $30,434Expenses 2013: $14,876Net Income 2013: $15,5582013Revenue 2014: $21,753Expenses 2014: $21,665Net Income 2014: $882014Revenue 2015: $22,237Expenses 2015: $13,058Net Income 2015: $9,1792015Revenue 2016: $6,218Expenses 2016: $12,158Net Income 2016: -$5,9402016Revenue 2017: $5,829Expenses 2017: $29,852Net Income 2017: -$24,0232017Revenue 2018: $13,028Expenses 2018: $35,058Net Income 2018: -$22,0302018Revenue 2019: $7,315Expenses 2019: $5,507Net Income 2019: $1,8082019Revenue 2020: $1,954Expenses 2020: $1,700Net Income 2020: $2542020Revenue 2021: $3,352Expenses 2021: $1,472Net Income 2021: $1,8802021Revenue 2022: $1,126Expenses 2022: $1,405Net Income 2022: -$2792022

Highlighted filing

2022

Revenue$1,126
Expenses$1,405
Net Income-$279
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,064
Liabilities
-
Net assets
$9,064
Revenue
$1,126
Expenses
$1,405
Net income
-$279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$9.06$9.06$1.13$1.41$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.34$9.34$3.35$1.47$1.88
2020Summary only. Only limited summary data is available for this year.$7.46$0.00$1.95$1.70$0.25
2019Summary only. Only limited summary data is available for this year.$7.21$0.00$7.32$5.51$1.81
2018Summary only. Only limited summary data is available for this year.$5.40$0.00$13.0$35.1$22.0
2017Summary only. Only limited summary data is available for this year.$27.4$0.00$5.83$29.9$24.0
2016Summary only. Only limited summary data is available for this year.$51.5$0.00$6.22$12.2$5.94
2015Summary only. Only limited summary data is available for this year.$57.4$0.00$22.2$13.1$9.18
2014Summary only. Only limited summary data is available for this year.$48.2$0.00$21.8$21.7$0.09
2013Summary only. Only limited summary data is available for this year.$48.1$0.00$30.4$14.9$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Gross Receipts
$1,126
Mission and Program Overview

Mission

Create fundraising revenue to be used in relation to alzheimer's and all related education, research and support services.

Program Services

DescriptionGrantsExpenses
CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHERIMERS AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.-$891
CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHERIMERS AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY HOUKPresident-$0--
JERRY HOUKTreasurer-$0--
JACQUELYN JOHNSONClerk-$0--
Filing and Contact Details

Filer

Filer Name
WELLFLEET ALZHEIMER'S ASSOCIATION
EIN
45-2228260
Phone
5087373328
Address
PO BOX 1000 84-1 COMMERCIAL STREET, WELLFLEET, MA 02667-1000

Signing Officer

Name
Mary Houk
Title
President
Phone
5087373328
Signed
2023-04-26

Preparer

Firm
Sylvia Smith CPA
Address
PO BOX 1049, WELLFLEET, MA 02667
Preparer
Sylvia Smith CPA
Phone
5083496572
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 255 taxes 54 credit card charges 627 total 936”

Form 990-ez, Part III

“Create fundraising revenue to be used in relation to alzheimer's and all related education, research and support services.”

Form 990-ez, Part III, Line 31

“Create fundraising revenue to be used in relation to alzherimers and all related education, research and support services.”

Raw XML Appendix149 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY HOUK
IRS990EZ/BooksInCareOfDetail/PhoneNum05087373328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt084-1 COMMERCIAL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLFLEET
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002667
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01125
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-279
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0460
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09343
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09064
IRS990EZ/GrossReceiptsAmt01126
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09343
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09064
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09343
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09064
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY HOUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERRY HOUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACQUELYN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHEIMER'S AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHERIMERS AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHERIMERS AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0891
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01405
IRS990EZ/TotalProgramServiceExpensesAmt0891
IRS990EZ/TotalRevenueAmt01126
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014220
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03080
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt09458
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt012538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt026758
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013020
IRS990ScheduleA/Total509Grp/TotalAmt026758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013028
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 255 TAXES 54 CREDIT CARD CHARGES 627 TOTAL 936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHEIMER'S AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREATE FUNDRAISING REVENUE TO BE USED IN RELATION TO ALZHERIMERS AND ALL RELATED EDUCATION, RESEARCH AND SUPPORT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY HOUK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05087373328
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLFLEET ALZHEIMER'S ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SERVING THE LOWER CAPE INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0452228260
ReturnHeader/Filer/PhoneNum05087373328
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1000 84-1 COMMERCIAL STREET
ReturnHeader/Filer/USAddress/CityNm0WELLFLEET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0026671000
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043848865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SYLVIA SMITH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1049
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLFLEET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002667
ReturnHeader/PreparerPersonGrp/PhoneNum05083496572
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SYLVIA SMITH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-26T11:22:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOUK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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