Civic Intelligence

Fleet Fund Inc.

990EZ • Fiscal year 2020 • EIN 85-1262649

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 24, 2021

Organization ProfileWWW.THEFLEETFUND.ORG
PO Box 995Wellfleet, MA 02667

(508) 237-6539

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$71,472

No earlier filing loaded for comparison.

Net Assets

$71,472

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$72,252

No earlier filing loaded for comparison.

Expenses

$780

No earlier filing loaded for comparison.

Net Income

$71,472

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$71,472
Liabilities$0
Net Assets$71,472
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$72,252
Expenses$780
Net Income$71,472
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 24, 2021
Return Version
2020v4.1
Gross Receipts
$72,252
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$0$495
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA JEAN ERICKSONPresident-$0--
ROSA BUTTRICKTreasurer-$0--
ELAINE MCILROYClerk-$0--
SUSAN ANTHONYDirector-$0--
NANCY DOWNS WINSLOWDirector-$0--
DANIEL SILVERMANDirector-$0--
CLAUDIA COPEDirector-$0--
JILL THOMASDirector-$0--
ALAN WOODWARDDirector-$0--
DARREN WORTERSPOONDirector-$0--
KAYLA URQUHARTDirector-$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
2021-09-24
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 16 - Other Expenses

“Description: cleint assistance. Amount: 495. Description: web site. Amount: 285. Total to form 990-ez, line 16: 780.”

Raw XML Appendix184 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/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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE TO WELLFLEET COMMUNITY MEMBERS
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART VI - SHORT YEAR DUE TO FIRST YEAR OF EXISTENCE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CLEINT ASSISTANCE. AMOUNT: 495. DESCRIPTION: WEB SITE. AMOUNT: 285. TOTAL TO FORM 990-EZ, LINE 16: 780.
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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.
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ReturnHeader/BusinessOfficerGrp/PhoneNum05082376539
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ReturnHeader/Filer/PhoneNum05082376539
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ReturnHeader/PreparerPersonGrp/PhoneNum05089453575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD F BULGER
ReturnHeader/ReturnTs02021-10-12T08:29:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUTTRICK
ReturnHeader/TaxPeriodBeginDt02020-06-02
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,472
Liabilities
$0
Net assets
$71,472
Revenue
$72,252
Expenses
$780
Net income
$71,472
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