Civic Intelligence

New England Wellness Foundation Inc

990EZ • Fiscal year 2017 • EIN 46-2688214

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 21, 2019

Organization Profilewww.newenglandwellnessfoundation.org
677 W Main StHyannis, MA 02601

(818) 421-8651

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

27th percentile

-7.2%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$27,462

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$10,315

No earlier filing loaded for comparison.

Net Assets

$8,460

No earlier filing loaded for comparison.

Liabilities

$1,855

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin27th percentile

Revenue

$57,663

No earlier filing loaded for comparison.

Expenses

$61,807

No earlier filing loaded for comparison.

Net Income

-$4,144

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15K$10K$5.0K$0Assets 2017: $10,315Liabilities 2017: $1,855Net Assets 2017: $8,4602017Assets 2018: $8,797Net Assets 2018: $8,7972018Assets 2020: $4,622Net Assets 2020: $4,6222020Assets 2021: $5,128Net Assets 2021: $5,1282021

Highlighted filing

2017

Assets$10,315
Liabilities$1,855
Net Assets$8,460
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2017: $57,663Expenses 2017: $61,807Net Income 2017: -$4,1442017Revenue 2018: $28,187Expenses 2018: $29,705Net Income 2018: -$1,5182018Revenue 2020: $4,962Expenses 2020: $4,270Net Income 2020: $6922020Revenue 2021: $1,445Expenses 2021: $939Net Income 2021: $5062021

Highlighted filing

2017

Revenue$57,663
Expenses$61,807
Net Income-$4,144
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 21, 2019
Return Version
2016v3.0
Gross Receipts
$57,663
Mission and Program Overview

Mission

Public Charity Education

Program Services

DescriptionGrantsExpenses
NEWF was able to serve over 150 families with information, referral, language assistance and additional services. The foundation started a Winter Wellness program to reduce isolation and encourage group activiy among the elderly.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda VasquezExecutive DirectorFT$27,462-$27,462
Filing and Contact Details

Filer

Filer Name
New England Wellness Foundation
EIN
46-2688214
Phone
8184218651
Address
677 W Main St, Hyannis, MA 02601

Signing Officer

Name
Brenda Vasquez
Title
PresidentCEO
Phone
8184218651
Signed
2019-03-21
Discuss with paid preparer
No

Preparer

Firm
Jackman Professional Accounting Inc
Address
11 Fairmount Ave Suite 106, Hyde Park, MA 02136
Preparer
Barry K Jackman
Phone
8572661976
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Reimbursements Refunds 83”

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 6,615”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 1,002”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 514”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 1,091”

Form 990-EZ, Part I, Line 16, Other Expenses

“Unrelated business income taxes 7,280”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Charges 140”

Form 990-EZ, Part I, Line 16, Other Expenses

“Business Licenses Permits 19”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues Subscription 146”

Form 990-EZ, Part I, Line 16, Other Expenses

“Printing Reproduction 280”

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expenses 502”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone Internet 2,633”

Form 990-EZ, Part I, Line 16, Other Expenses

“Computer Software 1,038”

Form 990-EZ, Part I, Line 16, Other Expenses

“Equipment Minor 1,615”

Form 990-EZ, Part I, Line 16, Other Expenses

“Contributions Donations 300”

Form 990-EZ, Part I, Line 16, Other Expenses

“Payroll Service 464”

Form 990-EZ, Part I, Line 16, Other Expenses

“Auto Expense 2,461”

Form 990-EZ, Part I, Line 16, Other Expenses

“Payroll Taxes 2,101”

Form 990-EZ, Part I, Line 20, Net Assets

“Net Asset Beginning Bal Adjustment 525”

Form 990-EZ, Part II, Line 26, Liabilities

“Beginning of year 1,855, End of year 1,855”

Raw XML Appendix170 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/BusinessName/BusinessNameLine1Txt0Brenda Vasquez
IRS990EZ/BooksInCareOfDetail/PhoneNum08184218651
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0677 W Main St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hyannis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013934
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010315
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057580
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02940
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013934
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010315
IRS990EZ/GrossReceiptsAmt057663
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012079
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012079
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08460
IRS990EZ/OccupancyRentUtltsAndMaintAmt0800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt027462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brenda Vasquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0525
IRS990EZ/OtherExpensesTotalAmt028201
IRS990EZ/OtherRevenueTotalAmt083
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public Charity Education
IRS990EZ/PrintingPublicationsPostageAmt047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEWF was able to serve over 150 families with information, referral, language assistance and additional services. The foundation started a Winter Wellness program to reduce isolation and encourage group activiy among the elderly.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029819
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01855
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01855
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt061807
IRS990EZ/TotalRevenueAmt057663
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.newenglandwellnessfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127490
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0127490
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04125
IRS990ScheduleA/Total509Grp/TotalAmt0127490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04125
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0127490
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursements Refunds 83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel 6,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals and entertainment 1,002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings 514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 1,091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Unrelated business income taxes 7,280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Business Licenses Permits 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues Subscription 146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Printing Reproduction 280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office Expenses 502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Telephone Internet 2,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Computer Software 1,038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Equipment Minor 1,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Contributions Donations 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Payroll Service 464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Auto Expense 2,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Payroll Taxes 2,101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Net Asset Beginning Bal Adjustment 525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Beginning of year 1,855, End of year 1,855
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Brenda Vasquez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PresidentCEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08184218651
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New England Wellness Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0462688214
ReturnHeader/Filer/PhoneNum08184218651
ReturnHeader/Filer/USAddress/AddressLine1Txt0677 W Main St
ReturnHeader/Filer/USAddress/CityNm0Hyannis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId001FA6C0E16A79139DCC2DC0B564B9C2991005EEB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0724275DC52C07734CE0024A929D8220C0FDC4B78
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00492162019079q5gtxo5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.96.246.115
ReturnHeader/FilingSecurityInformation/IPDt02019-03-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:29:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jackman Professional Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 Fairmount Ave Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002136
ReturnHeader/PreparerPersonGrp/PhoneNum08572661976
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barry K Jackman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-21T12:40:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,315
Liabilities
$1,855
Net assets
$8,460
Revenue
$57,663
Expenses
$61,807
Net income
-$4,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.13$5.13$1.45$0.94$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.62$4.62$4.96$4.27$0.69
2018Detailed filing. Detailed filing data is available for this year.$8.80$8.80$28.2$29.7$1.52
2017Detailed filing. Detailed filing data is available for this year.$10.3$1.86$8.46$57.7$61.8$4.14