Civic Intelligence

Wellbeing Collaborative

990EZ • Fiscal year 2023 • EIN 85-1167847

Jan 01, 2023 to Dec 31, 2023 • Filed on May 16, 2024

Organization Profilewellbeingcollab.org
PO Box 780Wyoming, RI 02898

(401) 556-9603

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$41,483

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

4.6%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$82,913

Up $20,390 (+33%) from 2022

Net Assets

Up

$82,913

Up $20,390 (+33%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Up

$192,504

Up $8,387 (+4.6%) from 2022

Expenses

Up

$172,114

Up $26,505 (+18%) from 2022

Net Income

Down

$20,390

Down $18,118 (-47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$100K$50K$0Assets 2022: $62,523Net Assets 2022: $62,5232022Assets 2023: $82,913Liabilities 2023: $0Net Assets 2023: $82,9132023

Highlighted filing

2023

Assets$82,913
Liabilities$0
Net Assets$82,913
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$200K$150K$100K$50K$0Revenue 2022: $184,117Expenses 2022: $145,609Net Income 2022: $38,5082022Revenue 2023: $192,504Expenses 2023: $172,114Net Income 2023: $20,3902023

Highlighted filing

2023

Revenue$192,504
Expenses$172,114
Net Income$20,390
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 16, 2024
Return Version
2023v5.0
Gross Receipts
$32,416
Mission and Program Overview

Mission

Substance misuse prevention, mental health promotion, and promoting health for residents of Charlestown, Richmond, and Hopkinton Rhode Island. Primary focus is to provide education, increase access to services, and assist residents in navigating existing resources to ensure every member of the CHARIHO community has the opportunity to be as healthy as possible.

Our Mission is to empower all residents to nurture their mental wellbeing and achieve positive health outcomes through education and connection. We lead substance misuse prevention and mental health promotion programming in Charlestown, Hopkinton, Richmond, and Westerly, Rhode Island.

Program Services

DescriptionGrantsExpenses
County-wide youth engagement to promote mental wellbeing$97,500$73,125
Substance use prevention education programs$45,050$45,050
Community Health Worker supporting residents with food, healthcare navigation, etc.$34,575$34,575
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel FitzgeraldExecutive DirectorPT$41,483-$41,483
Anne Marie LouzonBoard Member-$0--
Dorothy FitzgeraldSecretary-$0--
Kally HanifinVice Chair-$0--
Bettine BesierTreasurer-$0--
Karen JohnsonChair-$0--
Filing and Contact Details

Filer

Filer Name
Wellbeing Collaborative
EIN
85-1167847
Address
PO Box 780, Wyoming, RI 02898

Signing Officer

Name
Daniel Fitzgerald
Title
Executive Director
Signed
2024-05-16
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Programming supplies, technology, and training”

Part I, Line 8

“Donations, payment for program materials”

Raw XML Appendix140 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/PersonNm0Daniel Fitzgerald
IRS990EZ/BooksInCareOfDetail/PhoneNum04015569603
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 780
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wyoming
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002898
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062523
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0177875
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020390
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01980
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062523
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082913
IRS990EZ/GrossReceiptsAmt032416
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0564
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062523
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082913
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062523
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082913
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt430.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt441483
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anne Marie Louzon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dorothy Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kally Hanifin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bettine Besier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Daniel Fitzgerald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt017076
IRS990EZ/OtherRevenueTotalAmt014065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our Mission is to empower all residents to nurture their mental wellbeing and achieve positive health outcomes through education and connection. We lead substance misuse prevention and mental health promotion programming in Charlestown, Hopkinton, Richmond, and Westerly, Rhode Island.
IRS990EZ/PrintingPublicationsPostageAmt07682
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0County-wide youth engagement to promote mental wellbeing
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Health Worker supporting residents with food, healthcare navigation, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Substance use prevention education programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt097500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt134575
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt245050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt134575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt245050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0145376
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0RI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0172114
IRS990EZ/TotalProgramServiceExpensesAmt0152750
IRS990EZ/TotalRevenueAmt0192504
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0wellbeingcollab.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0252875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0182465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0435340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt078
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0643
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0267506
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014066
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01575
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015641
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96390
IRS990ScheduleA/PublicSupportPY170Pct00.99100
IRS990ScheduleA/PublicSupportTotal170Amt0435340
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0252875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0182465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0435340
IRS990ScheduleA/TotalSupportAmt0451624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programming supplies, technology, and training
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donations, payment for program materials
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 8
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Fitzgerald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wellbeing Collaborative
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0851167847
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 780
ReturnHeader/Filer/USAddress/CityNm0Wyoming
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002898
ReturnHeader/ReturnTs02024-05-16T19:20:16Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,913
Liabilities
$0
Net assets
$82,913
Revenue
$192,504
Expenses
$172,114
Net income
$20,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.93$1.72$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$1.84$1.46$0.39