Civic Intelligence

Ernest F Upham Parent Teacher Organization

EIN 03-1158023 • 501(c)3 • Wellesley, MA

Profile

To enhance and support public education in wellesley, massachusetts.

E F Upham School 35 Wynnewood RdWellesley, MA 02481

www.uphampto.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

4th percentile

-541%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

92nd percentile

116%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $100,816 (-100%) from 2022

Liabilities

Down

$0

Down $142 (-100%) from 2022

Net Assets

Down

$0

Down $100,674 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Up

$10,094

Up $7,934 (+367%) from 2022

Expenses

Up

$64,671

Up $25,513 (+65%) from 2022

Net Income

Down

-$54,577

Down $17,579 (-48%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2011: $134,018Liabilities 2011: $2,600Net Assets 2011: $131,4182011Assets 2012: $93,774Liabilities 2012: $3,029Net Assets 2012: $90,7452012Assets 2013: $167,925Liabilities 2013: $1,168Net Assets 2013: $166,7572013Assets 2014: $86,978Liabilities 2014: $142Net Assets 2014: $86,8362014Assets 2015: $136,146Liabilities 2015: $142Net Assets 2015: $136,0042015Assets 2016: $51,077Liabilities 2016: $142Net Assets 2016: $50,9352016Assets 2017: $96,246Liabilities 2017: $142Net Assets 2017: $96,1042017Assets 2018: $42,600Liabilities 2018: $7,166Net Assets 2018: $35,4342018Assets 2019: $146,748Liabilities 2019: $142Net Assets 2019: $146,6062019Assets 2020: $129,651Liabilities 2020: $142Net Assets 2020: $129,5092020Assets 2021: $141,206Liabilities 2021: $3,461Net Assets 2021: $137,7452021Assets 2022: $100,816Liabilities 2022: $142Net Assets 2022: $100,6742022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2011: $164,418Expenses 2011: $85,426Net Income 2011: $78,9922011Revenue 2012: $56,014Expenses 2012: $96,687Net Income 2012: -$40,6732012Revenue 2013: $164,703Expenses 2013: $88,691Net Income 2013: $76,0122013Revenue 2014: $58,642Expenses 2014: $138,563Net Income 2014: -$79,9212014Revenue 2015: $158,690Expenses 2015: $109,522Net Income 2015: $49,1682015Revenue 2016: $48,423Expenses 2016: $133,492Net Income 2016: -$85,0692016Revenue 2017: $143,588Expenses 2017: $98,419Net Income 2017: $45,1692017Revenue 2018: $49,802Expenses 2018: $110,472Net Income 2018: -$60,6702018Revenue 2019: $176,034Expenses 2019: $64,862Net Income 2019: $111,1722019Revenue 2020: $21,106Expenses 2020: $38,203Net Income 2020: -$17,0972020Revenue 2021: $27,387Expenses 2021: $26,000Net Income 2021: $1,3872021Revenue 2022: $2,160Expenses 2022: $39,158Net Income 2022: -$36,9982022Revenue 2024: $10,094Expenses 2024: $64,671Net Income 2024: -$54,5772024

Highlighted filing

2024

Revenue$10,094
Expenses$64,671
Net Income-$54,577
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$10,094
Expenses
$64,671
Net income
-$54,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.65$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02$0.39$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.03$1.38$0.27$0.26$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.21$0.38$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.76$0.65$1.11
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.07$0.35$0.50$1.10$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.44$0.98$0.45
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.48$1.33$0.85
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.59$1.10$0.49
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.59$1.39$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.01$1.67$1.65$0.89$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.03$0.91$0.56$0.97$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.03$1.31$1.64$0.85$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$10,094
Mission and Program Overview

Mission

The upham parent teacher organization (pto) provides funds to support programs at the upham elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,606--
Accounts Receivable$186--
Total Assets$59,792$0▼ $59,792
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$59,792--
Total Net Assets Fund Balance$59,792$0▼ $59,792
Total Liabilities and Net Assets / Fund Balance$59,792$0▼ $59,792
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Kate McgeoughCo-president
Rose CarpenterCo-president
Alexa FerrerCo-treasurer
Jennifer DubeCo-vice Pres
Katie SaylesCo-vice Pres
Holly GraceCottreasurer
Lauren ScarpatiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,612
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$3,478
Change in Net Assets
$-54,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,671
Total Fundraising Expense$9,435
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,796$1,517-$22,313
Other Expenses$7,326-$9,435$7,326
Fees for Services Accounting-$4,750-$4,750
Information Technology-$1,764-$1,764
Insurance-$510-$510
Total Functional Expenses$46,695$8,541$9,435$64,671
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 18

“Form 990 is available for public inspection upon request.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ernest F Upham Parent Teacher
EIN
03-1158023
Phone
7814466285
Address
E F UPHAM SCHOOL 35 WYNNEWOOD RD, WELLESLEY, MA 02481

Signing Officer

Name
Holly Grace
Title
Cottreasurer
Phone
7814466285
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Mcgeough
Formed
2010
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
30

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY STE 201, CHELMSFORD, MA 01824-4187
Preparer
Mary M Linskey
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Teachers support 6,789 0 0 community service & event 4,959 0 0 committees 4,283 0 0 recreational activities 2,109 0 0 program expense & support 1,738 0 0 gifts 0 769 0 admin supplies & expenses 0 748 0 library books 500 0 0 teacher & class support 418 0 0 total 20,796 1,517 0”

Form 990, Part XI, Line 9

“Change in net assets -5,215”

Raw XML Appendix338 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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1401 SCHOOL STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt2293 WESTON ROAD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WELLESLEY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1WELLESLEY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2WELLESLEY
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd002481
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd102482
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd202482
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IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHERS SUPPORT 6,789 0 0 COMMUNITY SERVICE & EVENT 4,959 0 0 COMMITTEES 4,283 0 0 RECREATIONAL ACTIVITIES 2,109 0 0 PROGRAM EXPENSE & SUPPORT 1,738 0 0 GIFTS 0 769 0 ADMIN SUPPLIES & EXPENSES 0 748 0 LIBRARY BOOKS 500 0 0 TEACHER & CLASS SUPPORT 418 0 0 TOTAL 20,796 1,517 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN NET ASSETS -5,215
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt059792
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt059792
IRS990/TotalAssetsGrp/EOYAmt00
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IRS990/TotalContributionsAmt06612
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09435
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08541
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046695
IRS990/TotalFunctionalExpensesGrp/TotalAmt064671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt059792
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt046695
IRS990/TotalRevenueGrp/ExclusionAmt03482
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010094
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt059792
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0EF UPHAM SCHOOL 35 WYNNEWOOD ROAD
IRS990/USAddress/CityNm0WELLESLEY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002481
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.UPHAMPTO.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY GRACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COTTREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814466285
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERNEST F UPHAM PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0ERNE
ReturnHeader/Filer/EIN0031158023
ReturnHeader/Filer/PhoneNum07814466285
ReturnHeader/Filer/USAddress/AddressLine1Txt0E F UPHAM SCHOOL 35 WYNNEWOOD RD
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 OMNI WAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018244187
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY M LINSKEY
ReturnHeader/ReturnTs02025-05-13T15:38:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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