Civic Intelligence

Fleet Fund Inc

EIN 85-1262649 • 501(c)3 • Wellfleet, MA

Profile

The fleet fund is an organization dedicated to helping our neighbors who need assistance when some unexpected event or personal difficulty brings them to a place of serious financial hardship. The social and economic disruptions brought about by the coronavirus pandemic have made our community painfully aware of the vulnerability of some of our neighbors. But even beyond the immediate stresses caused by this pandemic, there are always those among our neighbors who need assistance.the fleet fund partners with social service agencies, educational institutions and other organizations to provide an additional, flexible and confidential source of assistance. The fleet fund strengthens the safety net that supports our community.

PO Box 995Wellfleet, MA 02667

www.thefleetfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$232,359

Up $56,141 (+32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$232,359

Up $56,141 (+32%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$161,962

Up $34,922 (+27%) from 2023

Expenses

Up

$114,082

Up $27,869 (+32%) from 2023

Net Income

Up

$47,880

Up $7,053 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $71,472Liabilities 2020: $0Net Assets 2020: $71,4722020Assets 2021: $124,222Liabilities 2021: $0Net Assets 2021: $124,2222021Assets 2022: $135,391Liabilities 2022: $0Net Assets 2022: $135,3912022Assets 2023: $176,218Liabilities 2023: $0Net Assets 2023: $176,2182023Assets 2024: $232,359Liabilities 2024: $0Net Assets 2024: $232,3592024

Highlighted filing

2024

Assets$232,359
Liabilities$0
Net Assets$232,359
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2020: $72,252Expenses 2020: $780Net Income 2020: $71,4722020Revenue 2021: $88,266Expenses 2021: $35,516Net Income 2021: $52,7502021Revenue 2022: $91,605Expenses 2022: $80,436Net Income 2022: $11,1692022Revenue 2023: $127,040Expenses 2023: $86,213Net Income 2023: $40,8272023Revenue 2024: $161,962Expenses 2024: $114,082Net Income 2024: $47,8802024

Highlighted filing

2024

Revenue$161,962
Expenses$114,082
Net Income$47,880
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,359
Liabilities
$0
Net assets
$232,359
Revenue
$161,962
Expenses
$114,082
Net income
$47,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.62$1.14$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.27$0.86$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.92$0.80$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.88$0.36$0.53
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.72$0.01$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$161,962
Mission and Program Overview

Mission

The fleet fund is an organization dedicated to helping our neighbors who need assistance when some unexpected event or personal difficulty brings them to a place of serious financial hardship. The social and economic disruptions brought about by the coronavirus pandemic have made our community painfully aware of the vulnerability of some of our neighbors. But even beyond the immediate stresses caused by this pandemic, there are always those among our neighbors who need assistance.the fleet fund partners with social service agencies, educational institutions and other organizations to provide an additional, flexible and confidential source of assistance. The fleet fund strengthens the safety net that supports our community.

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO WELLFLEET COMMUNITY MEMBERS$105,919$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA JEAN ERICKSONPresident-$0--
ROSA BUTTRICKTreasurer-$0--
ELAINE MCILROYClerk-$0--
SUSAN ANTHONYDirector-$0--
NANCY DOWNS WINSLOWDirector-$0--
DANIEL SILVERMANVice President-$0--
CLAUDIA COPEDirector-$0--
LARA HENRYDirector-$0--
JILL THOMASDirector-$0--
ALAN WOODWARDDirector-$0--
DARREN WOHERSPOONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fleet Fund Inc
EIN
85-1262649
Phone
5082376539
Address
PO BOX 995, WELLFLEET, MA 02667

Signing Officer

Name
Rosa M Buttrick
Title
Treasurer
Phone
5082376539
Signed
2025-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Lamb Mason Bulger & Co Pc
Address
PO BOX 1233, WEST CHATHAM, MA 02669-1233
Preparer
Richard F Bulger
Phone
5089453575
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 6,555.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: client assistance. Grantee name: various individuals in need. Grantee relationship: none. Property description: cash. Method used to determine fmv: cash. Amount given: 105,919.”

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

“Description: filing fees. Amount: 128. Description: insurance. Amount: 877. Description: web site and advertising. Amount: 3,207. Description: office. Amount: 107. Description: dues. Amount: 150. Total to form 990-ez, line 16: 4,469.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior year adjustment to opening balance. Amount: 8,261.”

Raw XML Appendix200 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0THE FLEET FUND IS AN ORGANIZATION DEDICATED TO HELPING OUR NEIGHBORS WHO NEED ASSISTANCE WHEN SOME UNEXPECTED EVENT OR PERSONAL DIFFICULTY BRINGS THEM TO A PLACE OF SERIOUS FINANCIAL HARDSHIP. THE SOCIAL AND ECONOMIC DISRUPTIONS BROUGHT ABOUT BY THE CORONAVIRUS PANDEMIC HAVE MADE OUR COMMUNITY PAINFULLY AWARE OF THE VULNERABILITY OF SOME OF OUR NEIGHBORS. BUT EVEN BEYOND THE IMMEDIATE STRESSES CAUSED BY THIS PANDEMIC, THERE ARE ALWAYS THOSE AMONG OUR NEIGHBORS WHO NEED ASSISTANCE.THE FLEET FUND PARTNERS WITH SOCIAL SERVICE AGENCIES, EDUCATIONAL INSTITUTIONS AND OTHER ORGANIZATIONS TO PROVIDE AN ADDITIONAL, FLEXIBLE AND CONFIDENTIAL SOURCE OF ASSISTANCE. THE FLEET FUND STRENGTHENS THE SAFETY NET THAT SUPPORTS OUR COMMUNITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 6,555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CLIENT ASSISTANCE. GRANTEE NAME: VARIOUS INDIVIDUALS IN NEED. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE FMV: CASH. AMOUNT GIVEN: 105,919.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FILING FEES. AMOUNT: 128. DESCRIPTION: INSURANCE. AMOUNT: 877. DESCRIPTION: WEB SITE AND ADVERTISING. AMOUNT: 3,207. DESCRIPTION: OFFICE. AMOUNT: 107. DESCRIPTION: DUES. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 4,469.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PRIOR YEAR ADJUSTMENT TO OPENING BALANCE. AMOUNT: 8,261.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROSA M BUTTRICK
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ReturnHeader/BusinessOfficerGrp/PhoneNum05082376539
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLEET FUND INC
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ReturnHeader/Filer/EIN0851262649
ReturnHeader/Filer/PhoneNum05082376539
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ReturnHeader/Filer/USAddress/CityNm0WELLFLEET
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAMB MASON BULGER & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1233
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0026691233
ReturnHeader/PreparerPersonGrp/PhoneNum05089453575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD F BULGER
ReturnHeader/ReturnTs02025-09-16T10:49:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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