Civic Intelligence

Kiwanis International Wellesley

EIN 04-2704335 • 501(c)3 • Wellesley, MA

RevokedPub. 78 Eligible

Profile

The organization was formed to raise monies to support various charitable, educational,religious,scientific and literary endeavors within the community.

Revocation date: Feb 15, 2011

5 Hasley AvenueWellesley, MA 02482

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,832

Down $8,124 (-18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$36,832

Down $8,124 (-18%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$37,440

Down $10,142 (-21%) from 2024

Expenses

Up

$45,564

Up $4,482 (+11%) from 2024

Net Income

Down

-$8,124

Down $14,624 (-225%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$60K$40K$20K$0Assets 2015: $37,778Liabilities 2015: $02015Assets 2016: $33,933Liabilities 2016: $0Net Assets 2016: $33,9332016Assets 2017: $34,215Liabilities 2017: $02017Assets 2018: $39,157Liabilities 2018: $0Net Assets 2018: $39,1572018Assets 2019: $34,475Liabilities 2019: $0Net Assets 2019: $34,4752019Assets 2020: $30,336Liabilities 2020: $0Net Assets 2020: $30,3362020Assets 2021: $30,089Liabilities 2021: $0Net Assets 2021: $30,0892021Assets 2022: $37,389Liabilities 2022: $0Net Assets 2022: $37,3892022Assets 2023: $38,456Liabilities 2023: $0Net Assets 2023: $38,4562023Assets 2024: $44,956Liabilities 2024: $0Net Assets 2024: $44,9562024Assets 2025: $36,832Net Assets 2025: $36,8322025

Highlighted filing

2025

Assets$36,832
Liabilities-
Net Assets$36,832
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $35,528Expenses 2015: $40,829Net Income 2015: -$5,3012015Revenue 2016: $36,087Expenses 2016: $39,932Net Income 2016: -$3,8452016Revenue 2017: $43,152Expenses 2017: $43,370Net Income 2017: -$2182017Revenue 2018: $50,370Expenses 2018: $45,428Net Income 2018: $4,9422018Revenue 2019: $41,318Expenses 2019: $46,000Net Income 2019: -$4,6822019Revenue 2020: $35,441Expenses 2020: $39,580Net Income 2020: -$4,1392020Revenue 2021: $27,305Expenses 2021: $27,552Net Income 2021: -$2472021Revenue 2022: $35,482Expenses 2022: $28,182Net Income 2022: $7,3002022Revenue 2023: $24,247Expenses 2023: $23,180Net Income 2023: $1,0672023Revenue 2024: $47,582Expenses 2024: $41,082Net Income 2024: $6,5002024Revenue 2025: $37,440Expenses 2025: $45,564Net Income 2025: -$8,1242025

Highlighted filing

2025

Revenue$37,440
Expenses$45,564
Net Income-$8,124
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,832
Liabilities
-
Net assets
$36,832
Revenue
$37,440
Expenses
$45,564
Net income
-$8,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.8$36.8$37.4$45.6$8.12
2024Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$47.6$41.1$6.50
2023Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$24.2$23.2$1.07
2022Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$35.5$28.2$7.30
2021Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$27.3$27.6$0.25
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$35.4$39.6$4.14
2019Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$41.3$46.0$4.68
2018Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$50.4$45.4$4.94
2017Summary only. Only limited summary data is available for this year.$34.2$0.00$43.2$43.4$0.22
2016Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$36.1$39.9$3.85
2015Summary only. Only limited summary data is available for this year.$37.8$0.00$35.5$40.8$5.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.2
Gross Receipts
$41,018
Mission and Program Overview

Mission

The organization was formed to raise monies to support various charitable, educational,religious,scientific and literary endeavors within the community.

Program Services

DescriptionGrantsExpenses
RAISED MONEY FOR THE SALVATION ARMY THROUGH AN ANNUAL APPEAL$19,907$19,907
THRIVE WELLESLEY - ASSIST FAMILIES TO RECOGNIZE MENTAL ILLNESS$1,676$1,676
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS ORSERDirector-$0--
Barbara MorgensternDirector-$0--
Richard DeLorieVice President-$0--
ANN HOWLEYSecretary-$0--
VICKIE MANCINIDirector-$0--
BETH SULLIVAN WOODSPresident-$0--
JoAnn JonesTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kiwanis Club of Wellesley Inc
EIN
04-2704335
Phone
7812355076
Address
5 Hasley Avenue, Wellesley, MA 02482

Signing Officer

Name
JoAnn Jones
Title
Treasurer
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Sassoon Cymrot Law LLC
Address
84 STATE ST 820, BOSTON, MA 02109
Preparer
Scott J Wittlin
Phone
6177200099
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SALVATION ARMY | Cash Amount Given: $19907”

Other Expenses.1001

“Advertising and Promotion $71”

Other Expenses.1002

“Office Expenses $8831”

Other Expenses.1

“MEMBERSHIP DUES $3894”

Other Expenses.2

“BANK CHARGES $62”

Raw XML Appendix187 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS ORSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barbara Morgenstern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard DeLorie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN HOWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICKIE MANCINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH SULLIVAN WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JoAnn Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012858
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS FORMED TO RAISE MONIES TO SUPPORT VARIOUS CHARITABLE, EDUCATIONAL,RELIGIOUS,SCIENTIFIC AND LITERARY ENDEAVORS WITHIN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED MONEY FOR THE SALVATION ARMY THROUGH AN ANNUAL APPEAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THRIVE WELLESLEY - ASSIST FAMILIES TO RECOGNIZE MENTAL ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019907
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11676
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03578
IRS990EZ/SpecialEventsNetIncomeLossAmt09432
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045564
IRS990EZ/TotalProgramServiceExpensesAmt021583
IRS990EZ/TotalRevenueAmt037440
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145597
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0367
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0891
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017629
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0367
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0891
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
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IRS990ScheduleA/InvestmentIncomeCYPct00.01450
IRS990ScheduleA/InvestmentIncomePYPct00.01350
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98550
IRS990ScheduleA/PublicSupportPY509Pct00.98650
IRS990ScheduleA/PublicSupportTotal509Amt0163226
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024702
IRS990ScheduleA/Total509Grp/TotalAmt0163226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033594
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025617
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SALVATION ARMY | Cash Amount Given: $19907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $8831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP DUES $3894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $62
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JoAnn Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kiwanis Club of Wellesley Inc
ReturnHeader/Filer/BusinessNameControlTxt0KIWA
ReturnHeader/Filer/EIN0042704335
ReturnHeader/Filer/PhoneNum07812355076
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Hasley Avenue
ReturnHeader/Filer/USAddress/CityNm0Wellesley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843034389
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt084 STATE ST 820
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177200099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott J Wittlin
ReturnHeader/ReturnTs02026-02-13T07:35:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits