Civic Intelligence

Wellesley Scholarship Foundation Inc.

990 • Fiscal year 2013 • EIN 04-2392419

Jul 01, 2012 to Jun 30, 2013 • Filed on Mar 08, 2014

Organization ProfileWELLESLEYSCHOLARSHIPFOUNDATION.ORG
PO Box 81207Wellesley, MA 02481
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.23x

Higher debt load relative to revenue than 54% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

60th percentile

5.7%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-22%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,205,136

Up $281,644 (+5.7%) from 2012

Net Assets

Up

$5,077,131

Up $416,191 (+8.9%) from 2012

Liabilities

Down

$128,005

Down $134,547 (-51%) from 2012

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin42nd percentile

Revenue

$566,965

No earlier filing loaded for comparison.

Expenses

Up

$562,985

Up $371,355 (+194%) from 2012

Net Income

$3,980

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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

2013

Assets$5,205,136
Liabilities$128,005
Net Assets$5,077,131
Open 2013 Filing

Operations Trend

Revenue Growth10th percentile

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

2013

Revenue$566,965
Expenses$562,985
Net Income$3,980
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Mar 8, 2014
Return Version
2012v2.1
Gross Receipts
$1,066,566
Mission and Program Overview

Mission

To provide merit and need-based scholarships to wellesley residents for post-secondary education.

Filing and Contact Details

Filer

EIN
04-2392419
Raw XML AppendixShowing 400 of 578 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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IRS990/ReconciliationUnrealizedInvest0228484
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY03980
IRS990/RevenuesLessExpensesPriorYear0149369
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0246608
IRS990/SavingsAndTempCashInvestments/EOY01223851
IRS990ScheduleA/AmountsSubstContributorsTotal0100863
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0265693
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0235782
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0111715
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0103474
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years094835
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0811499
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0122193
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0117876
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0105743
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years096331
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0105060
IRS990ScheduleA/GrossInvestmentIncome170/Total0547203
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.52300
IRS990ScheduleA/PublicSupportPertcentPriorYear00.48520
IRS990ScheduleA/PublicSupportTotal1700710636
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,205,136
Liabilities
$128,005
Net assets
$5,077,131
Revenue
$566,965
Expenses
$562,985
Net income
$3,980
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
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$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