Cape Wellness Collaborative INC FY2021 filing

Public charity (501(c)(3)) S Yarmouth, MA EIN 47-2360979 NTEE E30
Revenue
$327K
▲ +1%
FY2021 · Pt VIII · Ln 12
Expenses
$272K
▲ +11%
FY2021 · Pt IX · Ln 25
Net assets
$464K
FY2021 · Pt X · Ln 32
To programs
71%
FY2021 · Pt IX · col B
Revenue & expenses by yearFY2020–FY2024
Revenue
$327K
FY2021▲ +1%
Expenses
$272K
FY2021▲ +11%

Offers free integrative therapies for cancer patients and general wellness resources for the public.

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Tax-deductible?
Yes
Per the IRS master file.
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Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
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Filing up to date?
Filed FY2024 (typical filing lag)
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Foundation funders?
4 funders, incl. Cape Cod Foundation INC
$13K in the latest grant year.
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Spent on programs?
71% to programs
Form 990 Part IX, latest filing.
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Size and trend
$100K–1M
↑ +1% vs prior year
Details →

Form 990 for the fiscal year ending December 2021 (IRS tax year 2021).


Offers free integrative therapies for cancer patients and general wellness resources for the public.

Type
Public charity (501(c)(3)) · Health Care
Location
S Yarmouth, MA
Website
www.capewellness.org
Filings
5 on file (2020–2021)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Where the money goes · FY2021
Where spending went · Part IX cols B–D
Program services $0.71 Management & general $0.18 Fundraising $0.11
Program efficiency
71%
of spending reaches programs
Operating runway
20.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+17%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$464K
FY2021▲ +14%
Total liabilities
$0
FY2021
Revenue less expensesPt I · Ln 19$55K
Total assetsPt X · Ln 16$464K
Program-expense ratioPt IX · col B71%
Voting members of governing bodyPt I · Ln 323
Independent voting membersPt I · Ln 423

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CCape Wellness Collaborative INC
EINHdr · item D47-2360979
Principal addressHdr · item CS Yarmouth, MA
WebsiteHdr · item Jwww.capewellness.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E30)
Ruling yearIRS BMFAug 2016

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a23
Independent voting membersPt VI · Ln 1b23
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $194K of program spending, described in the organization's own filed words · FY2021.
01

As stated in the mission statement,the organization provides free-of-charge integrative and complementary therapies to people facing cancer in our community. This is the only program and is conducted through the following process:anyone facing cancer on cape cod, martha's vineyard or nantucket who wishes to receive free-of-charge…

$194Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$267K · 82%
Other revenue$61K · 18%
Contributions & grants82%$267K
Other revenue18%$61K
Investment income$6
— government grantsLn 1e$24K
Total revenueLn 12$327K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.71 Management & general $0.18 Fundraising $0.11
Program services71%$194K
Management & general18%$48K
Fundraising11%$30K
Total functional expensesLn 25$272K

Balance Sheet

Part X · end of year
CashLn 1$463K
Total assetsLn 16$464K
Total liabilitiesLn 26$0
Total net assetsLn 32$464K
Months of cash on handcomputed20.4

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $463K · Operating expenses/yr $272K
20.4 months
Where the money goes
Program services
Program services $194K · Total expenses $272K
71%
Management & General
Management & general $48K · Total expenses $272K
18%
Fundraising
Fundraising $30K · Total expenses $272K
11%
Cost to raise $1
Fundraising expense (2-yr avg) $28K · Solicited contributions (2-yr avg) $245K
$0.11 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $267K · Total revenue $327K
82%
Government reliance
Government grants $24K · Total revenue $327K
7%
Earned-income share
Program service revenue $0 · Total revenue $327K
0%
Investment reliance
Investment income $6 · Total revenue $327K
<0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $272K
0%
Growth & trend
Revenue growth (YoY)
This year $327K · Prior year $324K
+1%
Net-asset trend (YoY)
End of year $464K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $327K · Expenses $272K
+17%
Liabilities-to-Assets
Total liabilities — · Total assets $464K
—
Net-asset ratio
Net assets $464K · Total assets $464K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $464K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Bruce Abierhans · Reported title CHAIRMAN · Highest reported compensation $0 · Total expenses $272K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $125K · Total expenses $272K
46%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 71%——
Overhead ratio 18%——
Fundraising cost ratio 11%——
Revenue growth 1%——
Accounting fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
See all 4 funders →
Grants paid · 5 grants · $647K · 2020–2024
Unitemized GrantFY2024$359,294
Unitemized GrantFY2023$131,182
Unitemized GrantFY2022$56,622
Unitemized GrantFY2021$58,767
Unitemized GrantFY2020$41,466

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$583K revenue · ⤓ 990 PDF
FY2023$407K revenue · ⤓ 990 PDF
FY2022$636K revenue · ⤓ 990 PDF
FY2021$327K revenue · viewing · ⤓ 990 PDF
FY2020$324K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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