Civic Intelligence

Wellbeing Collaborative

990EZ • Fiscal year 2024 • EIN 85-1167847

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

30th percentile

-7.0%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$51,807

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$69,023

Up $6,500 (+10%) from 2022

Net Assets

Up

$69,023

Up $6,500 (+10%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$199,846

Up $15,729 (+8.5%) from 2022

Expenses

Up

$213,736

Up $68,127 (+47%) from 2022

Net Income

Down

-$13,890

Down $52,398 (-136%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2022: $62,523Net Assets 2022: $62,5232022Assets 2024: $69,023Net Assets 2024: $69,0232024

Highlighted filing

2024

Assets$69,023
Liabilities-
Net Assets$69,023

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2022: $184,117Expenses 2022: $145,609Net Income 2022: $38,5082022Revenue 2024: $199,846Expenses 2024: $213,736Net Income 2024: -$13,8902024

Highlighted filing

2024

Revenue$199,846
Expenses$213,736
Net Income-$13,890
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.0
Gross Receipts
$199,846
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.

Empower all residents to nurture their mental wellbeing and achieve positive health outcomes through education and connection. We envision a community where all residents are equipped with the knowledge, support systems, and resources to lead healthy lives.

Program Services

DescriptionGrantsExpenses
Youth Mental health and Wellness$150,000$150,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel FitzgeraldExecutive DirectorPT$51,807-$51,807
Karen JohnsonChair-$0--
Anne Marie LouzonBoard Member-$0--
Kimberly PloettnerBoard Member-$0--
Eliza SpearsBoard Member-$0--
Kally HanifinVice Chair-$0--
Dorothy FitzgeraldSecretary-$0--
Bettine BesierTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wellbeing Collaborative
EIN
85-1167847
Phone
4015569603
Address
PO Box 780, Wyoming, RI 02898

Signing Officer

Name
Daniel Fitzgerald
Title
Executive Director
Phone
4015569603
Signed
2025-05-12
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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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ReturnHeader/TaxPeriodEndDt02024-12-31
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