Civic Intelligence

Wellesley Scholarship Foundation Inc

EIN 04-2392419 • 501(c)3 • Wellesley, MA

Profile

To provide merit and need-based scholarships to wellesley residents, and to non-residents of wellesley who are graduates of wellesley high school, for post-secondary education.

PO Box 81207Wellesley, MA 02481

wellesleyscholarshipfoundation.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

1.80x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

4th percentile

-80%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$8,321,308

Up $1,023,125 (+14%) from 2023

Liabilities

Up

$400,822

Up $171,822 (+75%) from 2023

Net Assets

Up

$7,920,486

Up $851,303 (+12%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin4th percentile

Revenue

Down

$222,550

Down $154,914 (-41%) from 2023

Expenses

Down

$400,906

Down $51,109 (-11%) from 2023

Net Income

Down

-$178,356

Down $103,805 (-139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$10M$5.0M$0Assets 2010: $4,126,895Liabilities 2010: $232,200Net Assets 2010: $3,894,6952010Assets 2011: $4,695,298Liabilities 2011: $137,650Net Assets 2011: $4,557,6482011Assets 2012: $4,923,492Liabilities 2012: $262,552Net Assets 2012: $4,660,9402012Assets 2013: $5,205,136Liabilities 2013: $128,005Net Assets 2013: $5,077,1312013Assets 2014: $5,725,839Liabilities 2014: $137,042Net Assets 2014: $5,588,7972014Assets 2015: $5,567,164Liabilities 2015: $150,625Net Assets 2015: $5,416,5392015Assets 2016: $5,268,439Liabilities 2016: $149,225Net Assets 2016: $5,119,2142016Assets 2017: $5,748,651Liabilities 2017: $170,500Net Assets 2017: $5,578,1512017Assets 2018: $6,454,285Liabilities 2018: $352,150Net Assets 2018: $6,102,1352018Assets 2019: $6,434,065Liabilities 2019: $362,500Net Assets 2019: $6,071,5652019Assets 2020: $6,667,477Liabilities 2020: $238,514Net Assets 2020: $6,428,9632020Assets 2021: $8,181,511Liabilities 2021: $208,027Net Assets 2021: $7,973,4842021Assets 2022: $6,869,832Liabilities 2022: $396,950Net Assets 2022: $6,472,8822022Assets 2023: $7,298,183Liabilities 2023: $229,000Net Assets 2023: $7,069,1832023Assets 2024: $8,321,308Liabilities 2024: $400,822Net Assets 2024: $7,920,4862024

Highlighted filing

2024

Assets$8,321,308
Liabilities$400,822
Net Assets$7,920,486
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $242,5942010Revenue 2011: $942,770Expenses 2011: $372,983Net Income 2011: $569,7872011Expenses 2012: $191,6302012Revenue 2013: $566,965Expenses 2013: $562,985Net Income 2013: $3,9802013Revenue 2014: $2,382,284Expenses 2014: $298,874Net Income 2014: $2,083,4102014Revenue 2015: $525,705Expenses 2015: $298,815Net Income 2015: $226,8902015Revenue 2016: $445,919Expenses 2016: $314,420Net Income 2016: $131,4992016Revenue 2017: $463,064Expenses 2017: $339,521Net Income 2017: $123,5432017Revenue 2018: $1,292,705Expenses 2018: $364,207Net Income 2018: $928,4982018Revenue 2019: $593,717Expenses 2019: $370,673Net Income 2019: $223,0442019Revenue 2020: -$32,653Expenses 2020: $230,004Net Income 2020: -$262,6572020Revenue 2021: $250,191Expenses 2021: $375,618Net Income 2021: -$125,4272021Revenue 2022: $458,040Expenses 2022: $397,785Net Income 2022: $60,2552022Revenue 2023: $377,464Expenses 2023: $452,015Net Income 2023: -$74,5512023Revenue 2024: $222,550Expenses 2024: $400,906Net Income 2024: -$178,3562024

Highlighted filing

2024

Revenue$222,550
Expenses$400,906
Net Income-$178,356
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,321,308
Liabilities
$400,822
Net assets
$7,920,486
Revenue
$222,550
Expenses
$400,906
Net income
-$178,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.32$0.40$7.92$0.22$0.40$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.30$0.23$7.07$0.38$0.45$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.40$6.47$0.46$0.40$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.18$0.21$7.97$0.25$0.38$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$0.24$6.43$0.03$0.23$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.36$6.07$0.59$0.37$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.35$6.10$1.29$0.36$0.93
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.17$5.58$0.46$0.34$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.15$5.12$0.45$0.31$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.15$5.42$0.53$0.30$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.14$5.59$2.38$0.30$2.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.21$0.13$5.08$0.57$0.56$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.26$4.66$0.19
2011Summary only. Only limited summary data is available for this year.$4.70$0.14$4.56$0.94$0.37$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.23$3.89$0.24
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
$390,250
Mission and Program Overview

Mission

To provide need-based and merit scholarships to residents of wellesley and need-based scholarships to non-residents who graduated from wellelsey high school.

To empower all wellesley residents as well as graduates of wellesley high school to reach their highest potential by providing financial assistance for post-secondary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,162,166$8,015,229▲ $853,063
Cash and Non-Interest-Bearing Accounts$71,681$306,079▲ $234,398
Pledges and Grants Receivable$40,000--
Savings and Temporary Cash Investments$23,236--
Prepaid Expenses and Deferred Charges$1,100--
Total Assets$7,298,183$8,321,308▲ $1,023,125
Liabilities
Grants Payable$228,000$400,050▲ $172,050
Accounts Payable and Accrued Expenses$1,000$772▼ $228
Total Liabilities$229,000$400,822▲ $171,822
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,005,359$5,765,264▲ $759,905
Net Assets With Donor Restrictions$2,063,824$2,155,222▲ $91,398
Total Net Assets Fund Balance$7,069,183$7,920,486▲ $851,303
Total Liabilities and Net Assets / Fund Balance$7,298,183$8,321,308▲ $1,023,125

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$279,143--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,063,824$20,786▲ $325,653-$2,155,223
2022$1,996,240$34,102▲ $219,168-$2,063,824
2021$2,096,411$34,269▼ $110,800-$1,996,240
2020$1,942,158$34,109▲ $503,999-$2,096,411
2019$1,907,577$29,280▲ $102,093-$1,942,158
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Lisa CollinsPresident
Adrian WongTrustee
Beth CookTrustee
Chris CavalleranoTrustee
Dan GrossTrustee
David LussierTrustee
Drew SpanglerTrustee
Jackie HendrixTrustee
Jamie ChisumTrustee
Jen MockTrustee
Jen PatriaccaTrustee
Kelty WhiteTrustee
Maria Concetta BurtonTrustee
Mate ConverseTrustee
Megan FoleyTrustee
Myra TuckerTrustee
Nerine WarastaTrustee
Sabreena KroppTrustee
Shelly WardTrustee
Stacy BraatzTrustee
Sue MangiacottiTrustee
Mason SmithSecretary
Niki Brinkman-ofenlachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,986
Program Service Revenue
$0
Investment Income
$90,564
Other Revenue
$0
All Other Contributions
$131,986
Change in Net Assets
$-178,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$381,637
Other Expenses$19,269
Total Fundraising Expense$4,910
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$381,637--$381,637
Office Expenses-$4,200$4,223$8,423
Fees for Services Other-$5,863$687$6,550
Information Technology-$1,509-$1,509
Insurance-$1,290-$1,290
Other Expenses-$515-$515
Fees for Services Accounting-$396-$396
Total Functional Expenses$381,637$14,359$4,910$400,906
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The foundation has members who are elected at the annual meeting of the foundation. The members elect the trustees. All trustees are members.”

Form 990, Page 6, Part VI, Line 7A

“The foundation has members who are elected at the annual meeting of the foundation. The members elect the trustees.”

Form 990, Page 6, Part VI, Line 7B

“The members have the power to amend the foundation's by-laws.”

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

“The treasurer, the audit committee, and the board of trustees review the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The audit committee monitors and enforces compliance with the conflict of interest policy. An annual conflict of interest statement is completed by each officer, director, and trustee and is reviewed by the committee.”

Form 990, Page 6, Part VI, Line 19

“The foundation's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Wellesley Scholarship
EIN
04-2392419
Phone
6176767901
Address
PO BOX 81207, WELLESLEY, MA 02481

Signing Officer

Name
Niki Brinkman-ofenlach
Title
Treasurer
Phone
7812375536
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Niki Brinkman-ofenlach
Formed
1951
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
23

Preparer

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

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (irc). The commonwealth of massachusetts generally follows federal law. In addition, the foundation qualifies for the charitable contribution deduction under irc section 170 (b)(1)(a) and has been classified as an organization other than a private foundation under section 509(a)(2). Accordingly, no provision or liability for federal or massachusetts income taxes is included in these financial statements. The foundation's federal returns for the years ended june 30, 2021 through june 30, 2024 are subject to examination by the irs and massachusetts attorney general's office. There are currently no audits for any tax periods in progress. Financial accounting standards board asc 740-10 prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at june 30, 2024.”

Raw XML AppendixShowing 400 of 514 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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