Civic Intelligence

Wellesley Mothers Forum Inc

990EZ • Fiscal year 2018 • EIN 04-3529334

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

PO Box 812023Wellesley, MA 02482

(617) 543-8327

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-24%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-26%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$56,436

Down $19,737 (-26%) from 2017

Net Assets

Down

$52,124

Down $12,836 (-20%) from 2017

Liabilities

Down

$4,312

Down $6,901 (-62%) from 2017

Revenue

Down

$54,421

Down $21,941 (-29%) from 2017

Expenses

Down

$67,257

Down $16,986 (-20%) from 2017

Net Income

Down

-$12,836

Down $4,955 (-63%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $62,450Liabilities 2011: $2,543Net Assets 2011: $59,9072011Assets 2012: $59,684Liabilities 2012: $3,469Net Assets 2012: $56,2152012Assets 2013: $65,405Liabilities 2013: $4,615Net Assets 2013: $60,7902013Assets 2014: $80,565Liabilities 2014: $7,051Net Assets 2014: $73,5142014Assets 2015: $81,880Liabilities 2015: $11,878Net Assets 2015: $70,0022015Assets 2016: $77,929Liabilities 2016: $5,088Net Assets 2016: $72,8412016Assets 2017: $76,173Liabilities 2017: $11,213Net Assets 2017: $64,9602017Assets 2018: $56,436Liabilities 2018: $4,312Net Assets 2018: $52,1242018Assets 2019: $63,118Liabilities 2019: $3,960Net Assets 2019: $59,1582019Assets 2020: $73,017Liabilities 2020: $3,040Net Assets 2020: $69,9772020Assets 2021: $62,607Liabilities 2021: $2,682Net Assets 2021: $59,9252021Assets 2022: $65,360Liabilities 2022: $1,975Net Assets 2022: $63,3852022Assets 2023: $90,291Liabilities 2023: $2,055Net Assets 2023: $88,2362023Assets 2024: $86,913Liabilities 2024: $2,155Net Assets 2024: $84,7582024Assets 2025: $91,634Liabilities 2025: $2,265Net Assets 2025: $89,3692025

Highlighted filing

2018

Assets$56,436
Liabilities$4,312
Net Assets$52,124

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $66,493Expenses 2011: $74,025Net Income 2011: -$7,5322011Revenue 2012: $72,291Expenses 2012: $75,983Net Income 2012: -$3,6922012Revenue 2013: $80,040Expenses 2013: $75,465Net Income 2013: $4,5752013Revenue 2014: $89,621Expenses 2014: $76,897Net Income 2014: $12,7242014Revenue 2015: $86,844Expenses 2015: $90,356Net Income 2015: -$3,5122015Revenue 2016: $85,542Expenses 2016: $82,703Net Income 2016: $2,8392016Revenue 2017: $76,362Expenses 2017: $84,243Net Income 2017: -$7,8812017Revenue 2018: $54,421Expenses 2018: $67,257Net Income 2018: -$12,8362018Revenue 2019: $57,698Expenses 2019: $50,664Net Income 2019: $7,0342019Revenue 2020: $48,184Expenses 2020: $37,365Net Income 2020: $10,8192020Revenue 2021: $35,276Expenses 2021: $45,328Net Income 2021: -$10,0522021Revenue 2022: $71,854Expenses 2022: $68,394Net Income 2022: $3,4602022Revenue 2023: $146,368Expenses 2023: $121,517Net Income 2023: $24,8512023Revenue 2024: $178,440Expenses 2024: $181,918Net Income 2024: -$3,4782024Revenue 2025: $173,399Expenses 2025: $168,788Net Income 2025: $4,6112025

Highlighted filing

2018

Revenue$54,421
Expenses$67,257
Net Income-$12,836
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$54,421
Mission and Program Overview

Mission

Organized for educational, social, and supportive programs relating to all aspects of parenting.

Program Services

DescriptionGrantsExpenses
MEETINGS, DISCUSSION GROUPS, SPEAKER PRESENTATIONS AND SOCIAL EVENTS FOR THE PURPOSE OF PROVIDING PARENTS WITH EDUCATIONAL, SOCIAL AND SUPPORTIVE PROGRAMS AND OPPORTUNITIES RELATING TO ALL ASPECTS OF PARENTING.$0$59,767
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY MARKELEWICZPresident & Director-$0--
SITA MERCHEAExecutive VP & Director-$0--
BETTINA JANCOClerk & Director-$0--
ELIZABETH LANGETreasurer & Director-$0--
ROSE NOLANDirector-$0--
ASHLEY CASEYDirector-$0--
LILLA NELSONDirector-$0--
LINDSAY GIBSONDirector-$0--
MERCEDES LEBOREIRODirector-$0--
LARISSA CRANEDirector-$0--
PIPPA ARMBRESTERDirector-$0--
JENNIFER LORDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellesley Mothers Forum Inc
EIN
04-3529334
Phone
6175438327
Address
PO BOX 812023, WELLESLEY, MA 02482

Signing Officer

Name
Carolyn Kornwitz
Title
Treasurer
Phone
6175438327
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas
Address
62 WALNUT STREET, WELLESLEY, MA 02481
Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: wellesley bank, interest. Amount: 350.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: condolences & gifts, including flowers. Amount: 1,434. Description: website maintenance. Amount: 95. Description: insurance. Amount: 2,200. Description: event supplies & expenses. Amount: 6,777. Description: po box fee. Amount: 108. Description: event meals, beverages, other. Amount: 33,507. Description: office. Amount: 1,039. Description: bank fee. Amount: 80. Total to form 990-ez, line 16: 45,240.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 1,930. End of year amount: 1,590.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable & accrued expenses. Beg. Of year amount: 6,735. End of year amount: 1,585. Description: deferred revenues (dues paid in advance). Beg. Of year amount: 4,478. End of year amount: 2,727.

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED FOR EDUCATIONAL, SOCIAL, AND SUPPORTIVE PROGRAMS RELATING TO ALL ASPECTS OF PARENTING.
IRS990EZ/PrintingPublicationsPostageAmt0818
IRS990EZ/ProgramServiceRevenueAmt0582
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS, DISCUSSION GROUPS, SPEAKER PRESENTATIONS AND SOCIAL EVENTS FOR THE PURPOSE OF PROVIDING PARENTS WITH EDUCATIONAL, SOCIAL AND SUPPORTIVE PROGRAMS AND OPPORTUNITIES RELATING TO ALL ASPECTS OF PARENTING.
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WELLESLEYMOTHERSFORUM.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WELLESLEY BANK, INTEREST. AMOUNT: 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONDOLENCES & GIFTS, INCLUDING FLOWERS. AMOUNT: 1,434. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 95. DESCRIPTION: INSURANCE. AMOUNT: 2,200. DESCRIPTION: EVENT SUPPLIES & EXPENSES. AMOUNT: 6,777. DESCRIPTION: PO BOX FEE. AMOUNT: 108. DESCRIPTION: EVENT MEALS, BEVERAGES, OTHER. AMOUNT: 33,507. DESCRIPTION: OFFICE. AMOUNT: 1,039. DESCRIPTION: BANK FEE. AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 45,240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,930. END OF YEAR AMOUNT: 1,590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 6,735. END OF YEAR AMOUNT: 1,585. DESCRIPTION: DEFERRED REVENUES (DUES PAID IN ADVANCE). BEG. OF YEAR AMOUNT: 4,478. END OF YEAR AMOUNT: 2,727.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN KORNWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06175438327
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLESLEY MOTHERS FORUM INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0043529334
ReturnHeader/Filer/PhoneNum06175438327
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 812023
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D33FA7F254BC09848346BBAA17B51EB9116DA51E
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.17.108.58
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:40:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt062 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02018-11-15T07:32:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.89$1.73$1.69$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.85$1.78$1.82$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.88$1.46$1.22$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.72$0.68$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.03$0.60$0.35$0.45$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.70$0.48$0.37$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.04$0.59$0.58$0.51$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.04$0.52$0.54$0.67$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.11$0.65$0.76$0.84$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$0.86$0.83$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.12$0.70$0.87$0.90$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.07$0.74$0.90$0.77$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.05$0.61$0.80$0.75$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.03$0.56$0.72$0.76$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.03$0.60$0.66$0.74$0.08