Civic Intelligence

Cape Wellness Collaborative Inc.

990 • Fiscal year 2019 • EIN 47-2360979

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

11 Potter AveHyannis, MA 02601

(508) 775-4500

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$329,357

Up $82,882 (+34%) from 2018

Net Assets

Up

$329,357

Up $82,882 (+34%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$318,176

Up $87,086 (+38%) from 2018

Expenses

Up

$235,294

Up $95,025 (+68%) from 2018

Net Income

Down

$82,882

Down $7,939 (-8.7%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2015: $43,976Liabilities 2015: $0Net Assets 2015: $43,9762015Assets 2016: $64,942Liabilities 2016: $30,453Net Assets 2016: $34,4892016Assets 2017: $155,654Liabilities 2017: $46,225Net Assets 2017: $109,4292017Assets 2018: $246,475Liabilities 2018: $0Net Assets 2018: $246,4752018Assets 2019: $329,357Liabilities 2019: $0Net Assets 2019: $329,3572019Assets 2020: $408,542Liabilities 2020: $0Net Assets 2020: $408,5422020Assets 2021: $464,031Liabilities 2021: $0Net Assets 2021: $464,0312021Assets 2022: $769,209Liabilities 2022: $0Net Assets 2022: $769,2092022Assets 2023: $1,303,002Liabilities 2023: $519,136Net Assets 2023: $783,8662023Assets 2024: $1,145,855Liabilities 2024: $583,679Net Assets 2024: $562,1762024

Highlighted filing

2019

Assets$329,357
Liabilities$0
Net Assets$329,357

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $62,837Expenses 2015: $18,861Net Income 2015: $43,9762015Revenue 2016: $82,235Expenses 2016: $91,722Net Income 2016: -$9,4872016Revenue 2017: $202,036Expenses 2017: $127,097Net Income 2017: $74,9392017Revenue 2018: $231,090Expenses 2018: $140,269Net Income 2018: $90,8212018Revenue 2019: $318,176Expenses 2019: $235,294Net Income 2019: $82,8822019Revenue 2020: $323,926Expenses 2020: $244,741Net Income 2020: $79,1852020Revenue 2021: $327,493Expenses 2021: $272,004Net Income 2021: $55,4892021Revenue 2022: $635,593Expenses 2022: $326,058Net Income 2022: $309,5352022Revenue 2023: $406,682Expenses 2023: $539,891Net Income 2023: -$133,2092023Revenue 2024: $583,356Expenses 2024: $784,137Net Income 2024: -$200,7812024

Highlighted filing

2019

Revenue$318,176
Expenses$235,294
Net Income$82,882
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$398,506
Mission and Program Overview

Mission

The cape wellness collaborative (cwc) provides free-of-charge integrative and complementary therapies to people facing cancer in our community. The cwc also serves as a general wellness resource for the public, helping to create awareness through events and information made available on its website.

The cape wellness collaborative (cwc) provides free-of-charge integrative and complementary therapies to people facing cancer in our community. The cwc also serves as a general wellness resource for the public,helping to create awareness through events and information made available on its website.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$232,563$315,438▲ $82,875
Savings and Temporary Cash Investments$13,212$13,219▲ $7
Total Assets$246,475$329,357▲ $82,882
Other Assets Total$700$700→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$246,475$329,357▲ $82,882
Total Net Assets Fund Balance$246,475$329,357▲ $82,882
Total Liabilities and Net Assets / Fund Balance$246,475$329,357▲ $82,882
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruce AbierhansChairman
Dr Kathryn DaltonVice President
Janet LesniakDirector
Jen VillaDirector
Jennifer MentzerDirector
Katie ClancyDirector
Lisa ShookDirector
Nicole CormierDirector
Rory EamesDirector
Scott KerryClerk
Patrick ShanleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$213,203
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$104,966
All Other Contributions
$161,998
Change in Net Assets
$82,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$91,949
Grants and Similar Amounts Paid$79,044
Other Expenses$64,301
Total Fundraising Expense$18,394
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$33,641$20,184$13,456$67,281
Grants to Domestic Individuals$57,346--$57,346
Other Employee Benefits$12,330$7,400$4,938$24,668
Advertising$23,576--$23,576
Grants to Domestic Orgs$21,698--$21,698
Office Expenses$6,194$3,040-$9,234
Occupancy$8,400--$8,400
Fees for Services Accounting-$6,128-$6,128
Insurance$949$640-$1,589
Fees for Services Other$1,000--$1,000
Other Expenses$951$89-$89
Total Functional Expenses$175,154$41,746$18,394$235,294
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
One Eleuthera Foundation of the USBeaufort, SC501(c)(3)To Provide Support for the Bahamas Hurricane Relief.$19,811
Orleans Chamber of CommerceOrleans, MA501(c)(6)To Provide Support for Orleans Chamber of Commerce Mission.$1,887
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$185,296
Fundraising Direct Expenses$80,330
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With the Doctors$152,998$112,933$15,445$97,488
CAPE COD WOMEN'S MUSIC FESTIVAL$35,262$31,258$4,620$26,638
Total Events$236,501$185,296$80,330$104,966
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 A, Line 2

Two directors are spouses of other directors (see attachment)

Form 990, Part VI, Section B, Line 11B

A copy of form 990 was distributed to all directors for review either in person at a board meeting or electronically

Form 990, Part VI, Section C, Line 19

The organization makes its forms 1023 and 990 as well as its bylaws, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cape Wellness Collaborative Inc
EIN
47-2360979
Phone
5087754500
Address
11 POTTER AVE, HYANNIS, MA 02601

Signing Officer

Name
Patrick Shanley
Title
Treasurer
Phone
5087754500
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Shanley
Formed
2014
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
0

Preparer

Firm
Malloy & Co CPA Inc
Address
9 BAY STATE COURT, BREWSTER, MA 02631
Preparer
George W Malloy CPA
Phone
5082552240
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0134994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0484119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0627693
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0484119
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0213203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0134994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030389
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0484119
IRS990ScheduleA/TotalSupportAmt0484141
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt051205
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040065
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04004
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt07136
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt080330
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt04965
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04965
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DANCING WITH THE DOCTORS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CAPE COD WOMEN'S MUSIC FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0152998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035262
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0236501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0112933
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt041105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0185296
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0104966
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028453
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015445
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04620
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt042459
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02453
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt044912
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt057346
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL ASSISTANCE TO CANCER PATIENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt019811
IRS990ScheduleI/RecipientTable/CashGrantAmt11887
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT FOR THE BAHAMAS HURRICANE RELIEF.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE SUPPORT FOR ORLEANS CHAMBER OF COMMERCE MISSION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ONE ELEUTHERA FOUNDATION OF THE US
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ORLEANS CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientEIN0812956044
IRS990ScheduleI/RecipientTable/RecipientEIN1042606857
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06 CAROLINA LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt144 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BEAUFORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ORLEANS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029907
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102653
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CAPE WELLNESS COLLABORATIVE (CWC) PROVIDES FREE-OF-CHARGE INTEGRATIVE AND COMPLEMENTARY THERAPIES TO PEOPLE FACING CANCER IN OUR COMMUNITY. THE CWC ALSO SERVES AS A GENERAL WELLNESS RESOURCE FOR THE PUBLIC,HELPING TO CREATE AWARENESS THROUGH EVENTS AND INFORMATION MADE AVAILABLE ON ITS WEBSITE.ALL ASISTANCE IS TRACKED & MONITORED BY INDIVIDUAL & COST OF THE SERVICE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO DIRECTORS ARE SPOUSES OF OTHER DIRECTORS (SEE ATTACHMENT)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS DISTRIBUTED TO ALL DIRECTORS FOR REVIEW EITHER IN PERSON AT A BOARD MEETING OR ELECTRONICALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORMS 1023 AND 990 AS WELL AS ITS BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0246475
IRS990/TotalAssetsEOYAmt0329357
IRS990/TotalAssetsGrp/BOYAmt0246475
IRS990/TotalAssetsGrp/EOYAmt0329357
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0213203
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018394
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041746
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175154
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235294
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246475
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0329357
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175154
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0104973
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

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