Civic Intelligence

Rotary International Wellesley

EIN 04-6075970 • 501(c)4 • Wellesley, MA

Profile

To promote international peace and understanding.

PO Box 81206Wellesley, MA 02481

www.wellesleyrotary.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

36th percentile

-5.1%

Higher net margin than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-6.3%

Faster asset growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

164%

Faster revenue growth than 97% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$32,684

Down $2,196 (-6.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$32,684

Down $2,196 (-6.3%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin36th percentile

Revenue

Up

$43,398

Up $26,958 (+164%) from 2024

Expenses

Up

$45,594

Up $24,003 (+111%) from 2024

Net Income

Up

-$2,196

Up $2,955 (+57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$100K$50K$0Assets 2011: $88,956Liabilities 2011: $21,956Net Assets 2011: $67,0002011Assets 2012: $71,225Liabilities 2012: $0Net Assets 2012: $71,2252012Assets 2013: $78,287Liabilities 2013: $0Net Assets 2013: $78,2872013Assets 2014: $76,085Liabilities 2014: $02014Assets 2015: $68,104Liabilities 2015: $0Net Assets 2015: $68,1042015Assets 2016: $70,113Liabilities 2016: $0Net Assets 2016: $70,1132016Assets 2017: $69,154Liabilities 2017: $0Net Assets 2017: $69,1542017Assets 2018: $55,503Liabilities 2018: $0Net Assets 2018: $55,5032018Assets 2019: $59,344Liabilities 2019: $0Net Assets 2019: $59,3442019Assets 2020: $46,632Liabilities 2020: $0Net Assets 2020: $46,6322020Assets 2021: $43,601Liabilities 2021: $0Net Assets 2021: $43,6012021Assets 2022: $46,605Liabilities 2022: $0Net Assets 2022: $46,6052022Assets 2023: $40,031Liabilities 2023: $0Net Assets 2023: $40,0312023Assets 2024: $34,880Liabilities 2024: $0Net Assets 2024: $34,8802024Assets 2025: $32,684Liabilities 2025: $0Net Assets 2025: $32,6842025

Highlighted filing

2025

Assets$32,684
Liabilities$0
Net Assets$32,684
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $63,058Expenses 2011: $49,731Net Income 2011: $13,3272011Revenue 2012: $63,424Expenses 2012: $59,199Net Income 2012: $4,2252012Revenue 2013: $61,808Expenses 2013: $54,746Net Income 2013: $7,0622013Revenue 2014: $61,919Expenses 2014: $64,121Net Income 2014: -$2,2022014Revenue 2015: $58,609Expenses 2015: $66,590Net Income 2015: -$7,9812015Revenue 2016: $38,557Expenses 2016: $36,548Net Income 2016: $2,0092016Revenue 2017: $27,938Expenses 2017: $28,897Net Income 2017: -$9592017Revenue 2018: $16,402Expenses 2018: $30,053Net Income 2018: -$13,6512018Revenue 2019: $23,267Expenses 2019: $19,426Net Income 2019: $3,8412019Revenue 2020: $5,556Expenses 2020: $18,268Net Income 2020: -$12,7122020Revenue 2021: $8,090Expenses 2021: $11,121Net Income 2021: -$3,0312021Revenue 2022: $37,250Expenses 2022: $34,246Net Income 2022: $3,0042022Revenue 2023: $22,167Expenses 2023: $28,741Net Income 2023: -$6,5742023Revenue 2024: $16,440Expenses 2024: $21,591Net Income 2024: -$5,1512024Revenue 2025: $43,398Expenses 2025: $45,594Net Income 2025: -$2,1962025

Highlighted filing

2025

Revenue$43,398
Expenses$45,594
Net Income-$2,196
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$32,684
Liabilities
$0
Net assets
$32,684
Revenue
$43,398
Expenses
$45,594
Net income
-$2,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.7$0.00$32.7$43.4$45.6$2.20
2024Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$16.4$21.6$5.15
2023Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$22.2$28.7$6.57
2022Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$37.3$34.2$3.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$0.00$43.6$8.09$11.1$3.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$0.00$46.6$5.56$18.3$12.7
2019Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$23.3$19.4$3.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$0.00$55.5$16.4$30.1$13.7
2017Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$27.9$28.9$0.96
2016Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$38.6$36.5$2.01
2015Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$58.6$66.6$7.98
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$76.1$0.00$61.9$64.1$2.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.3$0.00$78.3$61.8$54.7$7.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.2$0.00$71.2$63.4$59.2$4.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.0$22.0$67.0$63.1$49.7$13.3
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 12, 2024
Return Version
2023v5.1
Gross Receipts
$48,844
Mission and Program Overview

Mission

To promote international peace and understanding.

Program Services

DescriptionGrantsExpenses
PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND INCURRING RELATED EXPENSES. PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING THROUGH CONTRIBUTIONS TO ROTARY CLUB OF WELLESLEY FOUNDATION INC.$8,559$8,559
WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.$0$4,756
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM WESTERMANDirector-$0--
VINCENT SPOTODirector-$0--
TORY DEFAZIODirector-$0--
SUSAN BEVILACQUADirector-$0--
NORA POUDirector-$0--
LINDA TIGHEDirector-$0--
JULIE GINNDirector-$0--
DONNA ARMENTANODirector-$0--
AMELIA CHILDSDirector-$0--
JAMES FLYNNDirector-$0--
JOHN ADAMSDirector & Treasurer-$0--
FRANK ROWBOTHAMDirector & Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Wellesley$31,742$31,742$5,254$26,488
Dinner and Raffle$9,802$9,802$2,158$7,644
Total Events$41,544$41,544$32,404$9,140
Filing and Contact Details

Filer

Filer Name
Rotary International Wellesley
EIN
04-6075970
Phone
6178170314
Address
PO BOX 81206, WELLESLEY, MA 02481

Signing Officer

Name
Nora Pou
Title
President
Phone
7818018871
Signed
2024-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas Llp
Address
40 WALNUT STREET SUITE 301, WELLESLEY, MA 02481
Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 4.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: community service. Grantee name: rotary club of wellesley foundation. Grantee address: po box 812001 wellesley hills, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 02/26/24. Amount given: 5,777.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: arbor day. Grantee name: town of wellesley, dpw. Grantee address: 20 municipal way wellesley, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 03/01/24. Amount given: 565.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: animal welfare. Grantee name: international fund for animal welfare. Grantee address: 290 summer street yarmouth port, ma 02675. Grantee relationship: none. Property description: cash. Date of gift: 06/04/24. Amount given: 717.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: local development: veterans day parade. Grantee name: friends of wellesley veterans, inc.. Grantee address: po box 812202 wellesley, ma 02482. Grantee relationship: none. Property description: cash. Date of gift: 05/28/24. Amount given: 1,500. Total included on form 990-ez, line 10: 8,559.”

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

“Description: meeting costs. Amount: 4,566. Description: office expense. Amount: 2,212. Description: rotary dues - district & international. Amount: 4,194. Description: advertising. Amount: 295. Description: event costs. Amount: 190. Total to form 990-ez, line 16: 11,457.”

Raw XML Appendix199 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN ADAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum06178170314
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 81206
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLESLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034880
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5151
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01575
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034880
IRS990EZ/FundraisingGrossIncomeAmt041544
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08559
IRS990EZ/GrossReceiptsAmt048844
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07296
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM WESTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VINCENT SPOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TORY DEFAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN BEVILACQUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NORA POU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA TIGHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE GINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DONNA ARMENTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMELIA CHILDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAMES FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOHN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11FRANK ROWBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR & SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011457
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND INCURRING RELATED EXPENSES. PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING THROUGH CONTRIBUTIONS TO ROTARY CLUB OF WELLESLEY FOUNDATION INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18559
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04756
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18559
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt032404
IRS990EZ/SpecialEventsNetIncomeLossAmt09140
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021591
IRS990EZ/TotalProgramServiceExpensesAmt013315
IRS990EZ/TotalRevenueAmt016440
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.WELLESLEYROTARY.ORG
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032404
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER AND RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TASTE OF WELLESLEY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041544
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09140
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01867
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01867
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07412
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05254
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt023125
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023125
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: COMMUNITY SERVICE. GRANTEE NAME: ROTARY CLUB OF WELLESLEY FOUNDATION. GRANTEE ADDRESS: PO BOX 812001 WELLESLEY HILLS, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/26/24. AMOUNT GIVEN: 5,777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: ARBOR DAY. GRANTEE NAME: TOWN OF WELLESLEY, DPW. GRANTEE ADDRESS: 20 MUNICIPAL WAY WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/01/24. AMOUNT GIVEN: 565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: ANIMAL WELFARE. GRANTEE NAME: INTERNATIONAL FUND FOR ANIMAL WELFARE. GRANTEE ADDRESS: 290 SUMMER STREET YARMOUTH PORT, MA 02675. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/04/24. AMOUNT GIVEN: 717.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: VETERANS DAY PARADE. GRANTEE NAME: FRIENDS OF WELLESLEY VETERANS, INC.. GRANTEE ADDRESS: PO BOX 812202 WELLESLEY, MA 02482. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/28/24. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MEETING COSTS. AMOUNT: 4,566. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,212. DESCRIPTION: ROTARY DUES - DISTRICT & INTERNATIONAL. AMOUNT: 4,194. DESCRIPTION: ADVERTISING. AMOUNT: 295. DESCRIPTION: EVENT COSTS. AMOUNT: 190. TOTAL TO FORM 990-EZ, LINE 16: 11,457.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORA POU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07818018871
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL WELLESLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046075970
ReturnHeader/Filer/PhoneNum06178170314
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81206
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WALNUT STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02024-08-22T11:28:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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