Civic Intelligence

Rotary International Wellesley

990EZ • Fiscal year 2017 • EIN 04-6075970

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

PO Box 81206Wellesley, MA 02481

(781) 235-0555

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$69,154

Down $959 (-1.4%) from 2016

Net Assets

Down

$69,154

Down $959 (-1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$27,938

Down $10,619 (-28%) from 2016

Expenses

Down

$28,897

Down $7,651 (-21%) from 2016

Net Income

Down

-$959

Down $2,968 (-148%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$69,154
Liabilities$0
Net Assets$69,154

Operations Trend

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

2017

Revenue$27,938
Expenses$28,897
Net Income-$959
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$40,682
Mission and Program Overview

Mission

To promote international peace and understanding.

Program Services

DescriptionGrantsExpenses
WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.$0$20,860
PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND SCHOLARSHIPS AND INCURRING RELATED EXPENSES.$10,510$10,510
PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING THROUGH CONTRIBUTIONS TO ROTARY INTLS VARIOUS FOUNDATIONS, OTHER INTL CHARITIES, AND SCHOLARSHIPS.$2,850$2,850
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SECRESTDirector & President-$0--
PAUL SIMARDDirector & VP-$0--
JOHN ADAMSDirector & Treasurer-$0--
VINCENT SPOTODirector & Secretary-$0--
FRANK ROWBOTHAMDirector-$0--
ANDREA KAISERDirector & Treasurer-$0--
TORY DEFAZIODirector-$0--
ROBERT ANTHONYDirector-$0--
ROBERT ANTHONYDirector-$0--
FRANK WRIGHTDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Wellesley$20,755$20,755$11,578$9,177
Pancake Festival$9,340$9,340$78$9,262
Total Events$32,475$32,475$12,744$19,731
Filing and Contact Details

Filer

Filer Name
Rotary International Wellesley
EIN
04-6075970
Phone
7812350555
Address
PO BOX 81206, WELLESLEY, MA 02481

Signing Officer

Name
Robert Anthony
Title
President
Phone
7812350555
Signed
2017-11-01
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: interest. Amount: 480.

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

Activity classification: local development; public event. Grantee name: town of wellesley, wellesley celebrations comttee. Grantee address: 525 washington st wellesley, ma 02482. Grantee relationship: none. Property description: cash. Book value of property: 250. Date of gift: 06/08/17. Amount given: 250.

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

Activity classification: local development: race relations. Grantee name: world of wellesley. Grantee address: p.o. Box 812381 wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 150. Date of gift: 01/20/17. Amount given: 150.

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

Activity classification: international aid projects. Grantee name: rotary international foundation. Grantee address: 1560 sherman avenue evanston, il 60201. Grantee relationship: none. Property description: cash. Book value of property: 2,850. Date of gift: 06/01/17. Amount given: 2,850.

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

Activity classification: local development: scholarship aid. Grantee name: hannah nemmers c/o wellesley high school. Grantee relationship: none. Property description: cash. Book value of property: 2,000. Date of gift: 07/31/16. Amount given: 2,000.

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

Activity classification: local development: education award. Grantee name: wellesley high school scholarship. Grantee address: 50 rice street wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 2,000. Date of gift: 05/26/17. Amount given: 2,000.

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

Activity classification: local development: youth services. Grantee name: adolescent wellness inc. Grantee address: 103 old colony rd wellesley, ma 02184. Grantee relationship: none. Property description: cash. Book value of property: 5,500. Date of gift: 08/31/16. Amount given: 5,500.

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

Activity classification: local development: community service. Grantee name: town of wellesley, wellesley parks department. Grantee address: 86 woodlawn ave wellesley, ma 02481. Grantee relationship: none. Property description: cash. Book value of property: 510. Date of gift: 05/12/17. Amount given: 510.

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

Activity classification: local development: youth services. Grantee name: jonah tobin c/o wellesley high school. Grantee relationship: none. Property description: cash. Book value of property: 50. Date of gift: 06/09/17. Amount given: 50.

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

Activity classification: local development: youth services. Grantee name: selena zhang c/o wellesley high school. Grantee relationship: none. Property description: cash. Book value of property: 50. Date of gift: 06/09/17. Amount given: 50. Total included on form 990-ez, line 10: 13,360.

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

Description: program event expenses. Amount: 3,912. Description: weekly meeting costs. Amount: 3,588. Description: office expense. Amount: 1,875. Description: rotary international dues. Amount: 4,473. Description: advertising. Amount: 96. Total to form 990-ez, line 16: 13,944.

Raw XML Appendix205 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/PersonNm0SCOTT SECREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SIMARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VINCENT SPOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANK ROWBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREA KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TORY DEFAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROBERT ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9FRANK WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR & VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR & SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013944
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING.
IRS990EZ/PrintingPublicationsPostageAmt0160
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING THROUGH CONTRIBUTIONS TO ROTARY INTLS VARIOUS FOUNDATIONS, OTHER INTL CHARITIES, AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WEEKLY MEETING COSTS FOR FELLOWSHIP, LISTENING TO SPEAKERS ADVANCING INTERNATIONAL PEACE & UNDERSTANDING, PLANNING & MONITORING FUNDRAISING EVENTS & CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTE COMMUNITY SERVICE AND VOCATIONAL SERVICE BY AWARDING GRANTS AND SCHOLARSHIPS AND INCURRING RELATED EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02850
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IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WELLESLEYROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012744
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PANCAKE FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TASTE OF WELLESLEY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT; PUBLIC EVENT. GRANTEE NAME: TOWN OF WELLESLEY, WELLESLEY CELEBRATIONS COMTTEE. GRANTEE ADDRESS: 525 WASHINGTON ST WELLESLEY, MA 02482. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 250. DATE OF GIFT: 06/08/17. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: RACE RELATIONS. GRANTEE NAME: WORLD OF WELLESLEY. GRANTEE ADDRESS: P.O. BOX 812381 WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 150. DATE OF GIFT: 01/20/17. AMOUNT GIVEN: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: INTERNATIONAL AID PROJECTS. GRANTEE NAME: ROTARY INTERNATIONAL FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 2,850. DATE OF GIFT: 06/01/17. AMOUNT GIVEN: 2,850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: SCHOLARSHIP AID. GRANTEE NAME: HANNAH NEMMERS C/O WELLESLEY HIGH SCHOOL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 2,000. DATE OF GIFT: 07/31/16. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: EDUCATION AWARD. GRANTEE NAME: WELLESLEY HIGH SCHOOL SCHOLARSHIP. GRANTEE ADDRESS: 50 RICE STREET WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 2,000. DATE OF GIFT: 05/26/17. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: YOUTH SERVICES. GRANTEE NAME: ADOLESCENT WELLNESS INC. GRANTEE ADDRESS: 103 OLD COLONY RD WELLESLEY, MA 02184. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 5,500. DATE OF GIFT: 08/31/16. AMOUNT GIVEN: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: COMMUNITY SERVICE. GRANTEE NAME: TOWN OF WELLESLEY, WELLESLEY PARKS DEPARTMENT. GRANTEE ADDRESS: 86 WOODLAWN AVE WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 510. DATE OF GIFT: 05/12/17. AMOUNT GIVEN: 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: YOUTH SERVICES. GRANTEE NAME: JONAH TOBIN C/O WELLESLEY HIGH SCHOOL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 50. DATE OF GIFT: 06/09/17. AMOUNT GIVEN: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: LOCAL DEVELOPMENT: YOUTH SERVICES. GRANTEE NAME: SELENA ZHANG C/O WELLESLEY HIGH SCHOOL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 50. DATE OF GIFT: 06/09/17. AMOUNT GIVEN: 50. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 13,360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: PROGRAM EVENT EXPENSES. AMOUNT: 3,912. DESCRIPTION: WEEKLY MEETING COSTS. AMOUNT: 3,588. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,875. DESCRIPTION: ROTARY INTERNATIONAL DUES. AMOUNT: 4,473. DESCRIPTION: ADVERTISING. AMOUNT: 96. TOTAL TO FORM 990-EZ, LINE 16: 13,944.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ANTHONY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07812350555
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL WELLESLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0046075970
ReturnHeader/Filer/PhoneNum07812350555
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81206
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01FB0DC6CCBB62E013CE01F3A769F965C875BF8A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FCD4B4C835EECEDE8B138B6D0FEEFDA65F813348
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.13.111.61
ReturnHeader/FilingSecurityInformation/IPDt02017-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:19:11
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/ReturnTs02017-11-10T12:12:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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