Civic Intelligence

Cape Cod Foundation Inc.

990 • Fiscal year 2015 • EIN 51-0140462

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 07, 2016

Organization ProfileWWW.CAPECODFOUNDATION.ORG

View Organization Page

259 Willow StreetYarmouth Port, MA 02675

(508) 790-3040

Siviq Scores

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

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

42nd percentile

0.25x

Higher debt load relative to revenue than 42% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

18th percentile

$133,093

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

15th percentile

-5.4%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-28%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$38,241,341

Down $2,181,290 (-5.4%) from 2014

Net Assets

Down

$37,235,598

Down $2,034,893 (-5.2%) from 2014

Liabilities

Down

$1,005,743

Down $146,397 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin70th percentile

Revenue

Down

$4,064,179

Down $1,612,964 (-28%) from 2014

Expenses

Up

$3,543,081

Up $309,352 (+9.6%) from 2014

Net Income

Down

$521,098

Down $1,922,316 (-79%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150M$100M$50M$0Assets 2010: $27,819,026Liabilities 2010: $1,199,300Net Assets 2010: $26,619,7262010Assets 2011: $28,011,836Liabilities 2011: $1,032,615Net Assets 2011: $26,979,2212011Assets 2012: $30,329,279Liabilities 2012: $1,028,936Net Assets 2012: $29,300,3432012Assets 2013: $37,257,539Liabilities 2013: $1,051,757Net Assets 2013: $36,205,7822013Assets 2014: $40,422,631Liabilities 2014: $1,152,140Net Assets 2014: $39,270,4912014Assets 2015: $38,241,341Liabilities 2015: $1,005,743Net Assets 2015: $37,235,5982015Assets 2016: $42,122,409Liabilities 2016: $1,165,267Net Assets 2016: $40,957,1422016Assets 2017: $52,216,733Liabilities 2017: $3,055,820Net Assets 2017: $49,160,9132017Assets 2018: $48,537,290Liabilities 2018: $3,576,463Net Assets 2018: $44,960,8272018Assets 2019: $55,779,192Liabilities 2019: $3,674,863Net Assets 2019: $52,104,3292019Assets 2020: $67,942,551Liabilities 2020: $5,626,544Net Assets 2020: $62,316,0072020Assets 2021: $88,834,376Liabilities 2021: $8,849,585Net Assets 2021: $79,984,7912021Assets 2022: $76,841,135Liabilities 2022: $9,315,787Net Assets 2022: $67,525,3482022Assets 2023: $93,897,644Liabilities 2023: $8,300,299Net Assets 2023: $85,597,3452023Assets 2024: $103,947,737Liabilities 2024: $11,640,963Net Assets 2024: $92,306,7742024

Highlighted filing

2015

Assets$38,241,341
Liabilities$1,005,743
Net Assets$37,235,598
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $6,334,8252010Expenses 2011: $3,741,0632011Expenses 2012: $2,999,4212012Revenue 2013: $6,326,640Expenses 2013: $2,840,672Net Income 2013: $3,485,9682013Revenue 2014: $5,677,143Expenses 2014: $3,233,729Net Income 2014: $2,443,4142014Revenue 2015: $4,064,179Expenses 2015: $3,543,081Net Income 2015: $521,0982015Revenue 2016: $5,436,115Expenses 2016: $3,808,434Net Income 2016: $1,627,6812016Revenue 2017: $10,596,850Expenses 2017: $5,095,922Net Income 2017: $5,500,9282017Revenue 2018: $5,675,431Expenses 2018: $4,585,347Net Income 2018: $1,090,0842018Revenue 2019: $5,981,484Expenses 2019: $5,879,633Net Income 2019: $101,8512019Revenue 2020: $12,539,129Expenses 2020: $6,819,491Net Income 2020: $5,719,6382020Revenue 2021: $21,531,654Expenses 2021: $8,282,727Net Income 2021: $13,248,9272021Revenue 2022: $5,912,787Expenses 2022: $8,073,723Net Income 2022: -$2,160,9362022Revenue 2023: $17,913,950Expenses 2023: $7,971,121Net Income 2023: $9,942,8292023Revenue 2024: $11,222,348Expenses 2024: $8,879,948Net Income 2024: $2,342,4002024

Highlighted filing

2015

Revenue$4,064,179
Expenses$3,543,081
Net Income$521,098
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 7, 2016
Return Version
2015v2.1
Gross Receipts
$16,897,902
Mission and Program Overview

Mission

The cape cod foundation is a community foundation whose mission is to build permanent charitable resources for community betterment through informed grant making and civic leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,911,055$34,106,858▼ $1,804,197
Land, Buildings, and Equipment, Net$1,893,729$1,852,380▼ $41,349
Cash and Non-Interest-Bearing Accounts$1,298,551$1,236,290▼ $62,261
Investments Other Securities$1,097,464$886,715▼ $210,749
Pledges and Grants Receivable$214,398$150,872▼ $63,526
Prepaid Expenses and Deferred Charges$7,434$8,226▲ $792
Total Assets$40,422,631$38,241,341▼ $2,181,290
Liabilities
Other Liabilities$1,131,444$953,276▼ $178,168
Accounts Payable and Accrued Expenses$20,396$52,467▲ $32,071
Grants Payable$300--
Total Liabilities$1,152,140$1,005,743▼ $146,397
Net Assets / Fund Balance
Unrestricted Net Assets$31,466,513$30,096,932▼ $1,369,581
Permanently Rstr Net Assets$3,678,744$3,678,744→ $0
Temporarily Rstr Net Assets$4,125,234$3,459,922▼ $665,312
Total Net Assets Fund Balance$39,270,491$37,235,598▼ $2,034,893
Total Liabilities and Net Assets / Fund Balance$40,422,631$38,241,341▼ $2,181,290

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,211,538$538,462$1,750,000
Other Land Buildings$640,842$63,701$704,543

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$36,883,712$1,251,952▼ $1,395,213$408,493$34,730,880
2014$34,150,826$2,599,425▲ $2,036,083$385,911$36,883,712
2013$27,852,402$3,803,472▲ $4,179,591$601,114$34,150,826
2012$25,683,565$883,696▲ $2,715,520$572,016$27,852,402
2011$25,450,095$2,883,631▼ $39,834$1,561,657$25,683,565
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN O'MALLEYExecutive DirectorFT$128,745$4,348$133,093

Board Members and Trustees

NameTitle
Eileen C MiskellChairman and President
Henry R HoldenVice-chairman
Elliott CarrDirector
Jacob F Brown IiDirector
Larry CapodilupoDirector
Larry R ThayerDirector
Myer R SingerDirector
Rev Thomas NelsonDirector
Sharon NunesDirector
Sidney H SnowDirector
Thomas EvansDirector
Wendy L BakerDirector
Matthew BresetteClerk
James T HoeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,785,952
Program Service Revenue
$550
Investment Income
$1,266,562
Other Revenue
$11,115
All Other Contributions
$2,785,467
Change in Net Assets
$521,098

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$93,378Quoted Stock Price
Total Noncash Contributions9$93,378-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,896,657
Revenue Not Reported on Financial Statements
$167,522
Revenue Not Reported on Form 990
$-2,574,750
Other Revenue Adjustments
$36,838
Total Revenue per Audited Statements
$1,321,907
Total Revenue per Form 990
$4,064,179
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,680,755
Other Expenses$499,810
Salaries, Compensation, and Employee Benefits$362,516
Total Fundraising Expense$203,421
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,520,620--$2,520,620
Other Salaries and Wages$84,956$49,304$55,751$190,011
Fees for Service Investment Mgmnt Fees$171,681--$171,681
Grants to Domestic Individuals$160,135--$160,135
Current Officers, Directors, Trustees, and Key Employees$26,619$26,619$79,855$133,093
Fees for Services Legal$75,937--$75,937
Office Expenses$5,994$31,039$21,139$58,172
Depreciation Depletion$44,872$5,427-$50,299
Occupancy-$41,507-$41,507
Fees for Services Accounting-$31,119-$31,119
Advertising$492-$30,478$30,970
Payroll Taxes$9,158$5,902$9,548$24,608
Information Technology-$18,669-$18,669
Other Employee Benefits$9,938$3,948$918$14,804
Conferences and Meetings$1,027$1,392$5,107$7,526
Fees for Services Other-$4,503$625$5,128
Insurance-$3,410-$3,410
Other Expenses$199$2,123-$199
Total Functional Expenses$3,114,698$224,962$203,421$3,543,081

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,837,571
Total Expenses per Form 990$3,543,081
Expenses per Audited Statements$3,397,268
Expenses Not Reported on Form 990$440,303
Expenses Not Reported on Financial Statements$145,813
Other Expense Adjustments$15,129
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cape Cod Healthcare FoundationHyannis, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; THE CUDA WOMEN'S HEALTH CENTER OR ENDOWMENT ; HEART AND VASCULAR INSTITUTE ; COSTS OF BREAST RECONSTRUCTIVE SURGERY$231,937
Community Health Center of Cape CodMashpee, MA501(c)3GENERAL SUPPORT ; OPERATING BUDGET AND PROPOSED WALK-IN CLINIC ; FALMOUTH RENOVATION PROJECT$105,000
Calmer ChoiceSouth Yarmouth, MA501(c)3MINDFULNESS TRAINING IN SCHOOLS ; MINDFULNESS TRAINING PROGRAM ; GENERAL SUPPORT ; PROFESSIONALIZATION OF CURRICULUM MATERIALS$64,000
Falmouth Service CenterFalmouth, MA501(c)3GENERAL SUPPORT ; FALMOUTH EATS TOGETHER COMMUNITY MEALS$61,500
Falmouth Historical SocietyFalmouth, MA501(c)3ANNUAL DISTRIBUTION ; "INSPIRED BY NATURE ; EDUCATIONAL PROGRAMS ; CHRISTMAS PROGRAMS AND CONANT HOUSE$56,830
Independence House IncHyannis, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; PROMOTING SAFE AND HEALTY RELATIONSHIPS$51,663
KATELYNN'S CLOSETWest Yarmouth, MA501(c)3CLOTHING ; CLOTHING ITEMS FOR YOUTH IN NEED ; ESSENTIAL CLOTHING FOR KIDS$51,200
Cape Cod Maritime MuseumHyannis, MA501(c)3ANNUAL DISTRIBUTION ; SCHOOL OUTREACH PROGRAMS$50,330
Falmouth Housing TrustFalmouth, MA501(c)3GENERAL SUPPORT ; ODD FELLOWS HALL RENOVATION ; CURRENT PROJECTS$47,000
Habitat for Humanity of Cape CodYarmouth Port, MA501(c)3GENERAL SUPPORT ; FALMOUTH PROJECTS$46,500
HopehealthHyannis, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; ALZHEIMERS SERVICES ; HOPE CARES FOR KIDS BEREAVEMENT CAMP ; HOPE HOSPICE ; AN EVENING BY THE SEA ; BOOKLET DISTRIBUTION ; DEMENTIA FRIENDLY COMMUNITY$39,193
Cape Cod Community College Educational Foundation IncWest Barnstable, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; BOOKS FOR STUDENTS FUND AND EMERGENCY SUPPORT FUND ; BERTIE BANAS MEMORIAL SCHOLARSHIP ; CAPE COD REGIONAL STEM NETWORK ; IT HARDWARE (SERVER) AND SOFTWARE (ADDITIONAL SOFTWARE LICENSES)$34,546
Caron Treatment CentersWernersville, PA501(c)3Life Skills Program for Barnstable County Schools$30,000
Gosnold on Cape CodFalmouth, MA501(c)3SCHOOL-BASED COUNSELING PROGRAM ; PREVENTION PROGRAMS$29,000
Cape Symphony & ConservatoryHyannis, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; GUEST SOLOISTS ; ACCESS2ARTS SCHOLARSHIP PROGRAM ; CLASSICAL MUSIC ; DISTANCE LEARNING AND INTERNET-BASED CONCERT STREAMING$28,948
Cotuit Center for the ArtsCotuit, MA501(c)3ANNUAL DISTRIBUTION ; DRUMMING THROUGH TRAUMA ; COMMUNITY OUTREACH PROGRAM ; CAMPUS EXPANSION$28,500
Ymca Cape CodWest Barnstable, MA-GENERAL SUPPORT ; YOUNG ACHIEVERS PROGRAM$26,950
Cape Cod Child Development ProgramHyannis, MA501(c)3EARLY INTERVENTION CONSULTATION ; GENERAL SUPPORT$26,500
Association to Preserve Cape CodBarnstable, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; CAPE COD RESTORATION COORDINATION CENTER$26,050
Kingswood-oxford SchoolWest Hartford, CT501(c)3GENERAL SUPPORT ; ANNUAL FUND$26,000
Friends of the New Falmouth Senior CenterFalmouth, MA501(c)3General Support$25,000
Cape Cod Military Support Foundation IncFalmouth, MA501(c)3OPERATION BACKPACK ; CAPE COD MILITARY FAMILY EASTER EGG HUNT ; CHAPLAIN'S FUND$20,000
West Falmouth LibraryWest Falmouth, MA501(c)3Capital Campaign$20,000
Yoga NeighborhoodCotuit, MA-DISTRIBUTION TO CLOSE THE FUND ; ESTABLISHING A PAID STAFF MEMBER$16,881
Orleans United Methodist ChurchOrleans, MA501(c)3Annual Distribution$15,211
Family Pantry of Cape CodHarwich, MA501(c)3GENERAL SUPPORT ; FISH FOR FAMILIES PROJECT ; SECOND GLANCE THRIFT BOUTIQUE$14,920
Woods Hole Community AssociationWoods Hole, MA501(c)3ANNUAL DISTRIBUTION ; GENERAL SUPPORT ; ANNUAL DISTRIBUTION FOR WOODS HOLE SCHOOL$14,605
Neighborhood Falmouth IncFalmouth, MA501(c)3DATABASE MANAGEMENT AND VOLUNTEER RECRUITMNET ; GENERAL SUPPORT ; OPERATING BUDGET AND ASSISTING SENIORS$14,000
We Can CorporationHarwich Port, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION ; EXPANSION OF SERVICES TO UPPER CAPE$14,000
High Point Treatment CenterNew Bedford, MA501(c)3Prevention Programs$12,600
First Parish BrewsterBrewster, MA501(c)3ENDOWMENT FUND ; GENERAL SUPPORT ; ANNUAL DISTRIBUTION FOR OUTREACH PROGRAMS$12,420
Cape Cod Center for WomenNorth Falmouth, MA501(c)3GENERAL SUPPORT ; CHILD THERAPY FOR DOMESTIC VIOLENCE SURVIVORS$12,300
Cape Cod Times Needy Fund IncHyannis, MA501(c)3GENERAL SUPPORT ; IN MEMORY OF ARMAND L. BRUNEAU, JR. AMD MURIEL B. BRUNEAU$12,128
The Arnold P Gold FoundationEnglewood, NJ501(c)3General Support$12,000
Creutzfeldt-jakob Disease Foundation IncNew York, NY501(c)3Research Grant$11,650
Falmouth ChoraleFalmouth, MA501(c)3GLORY, HALLELUJAH! ; 2015/2016 SEASON COMMUNITY PARTNER ; GENERAL SUPPORT$11,500
Woods Hole Public LibraryWoods Hole, MA501(c)3ANNUAL DISTRIBUTION ; ANNUAL DISTRIBUTION FOR THE WOODS HOLE HISTORICAL MUSEUM ; GENERAL SUPPORT$11,400
People for CatsWest Falmouth, MA501(c)3ANNUAL DISTRIBUTION ; VETERINARY CARE ASSISTANCE FUND$10,740
Arts Foundation of Cape CodCenterville, MA501(c)3ARTSCAPECOD; ARTS SCHOLARSHIP PROGRAM$10,500
Brewster Conservation TrustBrewster, MA501(c)3General Support$10,000
Buzzards Bay Power SquadronFalmouth, MA501(c)3General Support$10,000
Cape Cod AcademyOsterville, MA501(c)32016-2017 Admissions Campaign$10,000
Church of the Holy SpiritOrleans, MA501(c)3General Support$10,000
Housing Assistance CorporationHyannis, MA501(c)3Angel House$10,000
Mount Holyoke CollegeSouth Hadley, MA501(c)3ALUMNAE ASSOCIATION ; MOUNT HOLYOKE FUND$10,000
Spaulding Rehabilitation Hospital Cape CodEast Sandwich, MA501(c)3General Support$10,000
THE CHATHAM CHILDREN'S FUNDMCSChatham, MA501(c)3General Support$10,000
Wheaton CollegeNorton, MA501(c)3Scholarships$10,000
Highfield Hall & GardensFalmouth, MA501(c)3GENERAL SUPPORT ; ACCESSIBILITY PROJECT - RAILING$9,500
Dennis-yarmouth Regional High SchoolSouth Yarmouth, MA501(c)3DENNIS-YARMOUTH REGIONAL HIGH SCHOOL GERMAN CLUB ; AGE-FRIENDLY COMMUNITY GAME/APPLICATION ; DENNIS-YARMOUTH GIRLS LACROSSE CLUB ; HOLOCAUST SURVIVOR SPEAKERS$8,250
Massachusetts Society for the Prevention of Cruelty to AnimalsCenterville, MA501(c)3ANNUAL DISTRIBUTION ; LOW-COST CAT SPAY/NEUTER PROGRAM FOR LOW-INCOME FAMILIES$8,240
Operation Adopt a SoldierRandolph, MA501(c)3CAPE COD MILITARY, VETERAN AND FAMILY COLLABORATIVE ; STORAGE CONTAINER$8,225
Cape Cod Cooperative Extension Umass Amherst4hBarnstable, MA501(c)3Adaptive Equipment$8,195
Boca Grande United Methodist ChurchBoca Grande, FL501(c)3General Support$8,000
Monomoy Community ServicesChatham, MA501(c)3ORGANIZATIONAL INFRASTRUCTURE ; 2015 AFTER SCHOOL PROGRAM$7,785
National Marine Life Center IncBuzzards Bay, MA501(c)3SEA TURTULE DIAGNOSTICS AND WATER QUALITY EQUIPMENT ; SEA TURTLE REHABILITATION PROJECT$7,500
American Cancer Society IncFramingham, MA501(c)3MAKING STRIDES LADIES SHOAL TROLL FISHING TOURNAMENT; NEW ENGLAND DIVISION; GENERAL SUPPORT NEW ENGLAND DIVISION$7,400
The Compact of Cape Cod Conservation Trusts IncBarnstable, MA501(c)3GENERAL SUPPORT ; ANNUAL DISTRIBUTION$7,124
Audible Local Ledger IncMashpee, MA501(c)3CONNECT FALMOUTH; GENERAL SUPPORT; AUDIBLE OUTREACH PROGRAM$7,000
Community Music School of SpringfieldSpringfield, MA501(c)3ANNUAL FUND SUPPORT ; GENERAL SUPPORT$7,000
Veterans Yoga ProjectAlameda, CA501(c)3FAIRWAYS FOR FREEDOM IRELAND FOR A CAPE COD VETERAN ; GENERAL SUPPORT$6,800
Cape Cod & Islands Boy Scout CouncilYarmouthport, MA501(c)3General Support$6,500
Mass Audubon Societywellfleet Bay Wildlife SanctuarySouth Wellfleet, MA501(c)3SCHOOL AND CAMP PROGRAMS ; MONOMOY INITIATIVE ; ANNUAL DISTRIBUTION$6,385
Woods Hole Research CenterFalmouth, MA501(c)3ANNUAL DISTRIBUTION ; GENERAL SUPPORT$6,240
Atlantic Challenge FoundationRockland, ME501(c)3General Support for the Apprenticeshop$6,000
Cape Cod Regional Technical High SchoolHarwich, MA501(c)3Scholarships at Cape Cod Regional Technical High School$6,000
Chewonki FoundationWiscasset, ME501(c)3Mariners Sailing Program$6,000
The 300 Committeefalmouth Land TrustFalmouth, MA501(c)3GENERAL SUPPORT ; WHEELCHAIR-ACCESSIBLE PICNIC TABLE AT RIVER BEND CONSERVATION AREA$6,000
Falmouth AcademyFalmouth, MA501(c)3Annual Distribution$5,740
Friends of Falmouth DogsFalmouth, MA501(c)3Annual Distribution$5,740
Ocean Arks InternationalFalmouth, MA501(c)3Annual Distribution$5,740
Sampson Fund for Veterinary CareOrleans, MA501(c)3ANNUAL DISTRIBUTION ; REIMBURSE MEMBER VETERINARY HOSPITALS$5,465
Salvation ArmyHyannis, MA501(c)3GENERAL SUPPORT ; HYANNIS PANTRY & SOUP KITCHEN$5,200
Cape AbilitiesHyannis, MA501(c)3GENERAL SUPPORT ; LIFE SKILLS HORSE THERAPY PROGRAM ; ANNUAL DISTRIBUTION$5,060
The Robert Radtke Memorial Fund IncOrleans, MA501(c)3Annual Distribution$5,040
Animal Rescue League of BostonBoston, MA501(c)3SPAY WAGGIN'$5,000
Cape Cod Young ProfessionalsBarnstable, MA501(c)3Next Ten Campaign$5,000
Congregational Church of New CanaanNew Canaan, CT501(c)32015 Stewarship Campagin and the Mary Bradley Clarke Fund$5,000
Falmouth Education FoundationFalmouth, MA501(c)3General Support$5,000
Freedom From HungerDavis, CA501(c)3General Support$5,000
Heritage Museums and GardensSandwich, MA501(c)3Campaign for Education$5,000
Monomoy Regional SchoolsChatham, MA501(c)3New Concession Stand for the High School$5,000
New England Society for Abandoned AnimalsOsterville, MA501(c)3Spay/neuter Sterilization and Basic Medical Packages$5,000
Planned Parenthood League of MaBoston, MA501(c)3General Support$5,000
Shady Side AcademyPittsburgh, PA501(c)3General Support$5,000
St Joan of Arc ChurchOrleans, MA501(c)32015 SIX MONTH OFFERING JANUARY TO JUNE ; 2015 CATHOLIC CHARITIES APPEAR ; 2015 SIX MONTH OFFERING JULY TO DECEMBER$5,000
Wellfleet Conservation TrustWellfleet, MA501(c)3General Support$5,000
Woods Hole Historical Collection & MuseumWoods Hole, MA501(c)3General Support$5,000
Yarmouth Food PantrySouth Yarmouth, MA-Facility Upgrade/modification$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,128
Fundraising Direct Expenses$2,512
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowments Funds$693,634
Annuity Obligations$217,485
Fiscal Agency Liabilities$42,157
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The language in the by-laws was updated to ease restrictions on residency, to allow for electronic notifications, to update term limitations, and to add a finance committee and a scholarship review committee.”

Form 990, Part VI, Section B, Line 11

“The policy of the foundation is to have a draft of the form 990 reviewed by the executive director and treasurer prior to review by the board of directors. A copy of the form is then sent to each board member (by u.s. Mail or email) for review and comment prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Questionnaires are required to be completed by board members annually disclosing any/all conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“The chairman of the board and vice chairman conduct the annual performance review of the executive director and report the results to the board of directors. Periodic review of salary comparisons from regional and national sources are conducted.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financials, and policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cape Cod Foundation Inc
EIN
51-0140462
Phone
5087903040
Address
259 WILLOW STREET, YARMOUTH PORT, MA 02675

Signing Officer

Name
Henry R Holden
Title
Chair
Phone
5087903040
Signed
2016-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry R Holden
Formed
1975
Legal Domicile
Ma
Voting Board Members
14
Independent Board Members
14
Employees
6
Volunteers
100

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Agency endowment activity reported on form 990 - net -21,709.”

Financial Statement Notes

PART X, LINE 2:

“The organization, incorporated under chapter 180 of the massachusetts general laws as a tax exempt entity, has been granted tax-exempt status under internal revenue code (irc) section 501(c)(3) and is classified as other than a private foundation as defined by section 509(a) of the irc. Therefore, it is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. Asc 740-10, "income taxes" requires the foundation to evaluate and disclose tax positions that could have an effect on the foundation's financial statements. The foundation reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the foundation's income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Supporting organization revenue - cape cod scholarships. Inc.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Agency endowment contributions event expenses”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Supporting organization expense - cape cod scholarships. Inc.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Agency endowment grant distributions event expenses”

Raw XML AppendixShowing 400 of 1,418 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.

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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02599425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt036883712

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,241,341
Liabilities
$1,005,743
Net assets
$37,235,598
Revenue
$4,064,179
Expenses
$3,543,081
Net income
$521,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$104$11.6$92.3$11.2$8.88$2.34
2023Detailed filing. Detailed filing data is available for this year.$93.9$8.30$85.6$17.9$7.97$9.94
2022Detailed filing. Detailed filing data is available for this year.$76.8$9.32$67.5$5.91$8.07$2.16
2021Detailed filing. Detailed filing data is available for this year.$88.8$8.85$80.0$21.5$8.28$13.2
2020Detailed filing. Detailed filing data is available for this year.$67.9$5.63$62.3$12.5$6.82$5.72
2019Detailed filing. Detailed filing data is available for this year.$55.8$3.67$52.1$5.98$5.88$0.10
2018Detailed filing. Detailed filing data is available for this year.$48.5$3.58$45.0$5.68$4.59$1.09
2017Detailed filing. Detailed filing data is available for this year.$52.2$3.06$49.2$10.6$5.10$5.50
2016Detailed filing. Detailed filing data is available for this year.$42.1$1.17$41.0$5.44$3.81$1.63
2015Detailed filing. Detailed filing data is available for this year.$38.2$1.01$37.2$4.06$3.54$0.52
2014Detailed filing. Detailed filing data is available for this year.$40.4$1.15$39.3$5.68$3.23$2.44
2013Detailed filing. Detailed filing data is available for this year.$37.3$1.05$36.2$6.33$2.84$3.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$1.03$29.3$3.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$1.03$27.0$3.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$1.20$26.6$6.33