Civic Intelligence

Wellesley Education Foundation Inc.

990 • Fiscal year 2022 • EIN 22-2653559

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 19, 2023

Organization ProfileWWW.WELLESLEYEDUCATIONFOUNDATION.ORG

View Organization Page

PO Box 812321Wellesley, MA 02482

(781) 235-0356

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

5.8%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,492,106

Down $351,113 (-12%) from 2021

Net Assets

Down

$2,492,106

Down $324,113 (-12%) from 2021

Liabilities

Down

$0

Down $27,000 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin48th percentile

Revenue

Down

$228,136

Down $430,196 (-65%) from 2021

Expenses

Down

$215,007

Down $502,225 (-70%) from 2021

Net Income

Up

$13,129

Up $72,029 (+122%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,046,877Liabilities 2010: $4,225Net Assets 2010: $2,042,6522010Assets 2011: $2,302,391Liabilities 2011: $74,205Net Assets 2011: $2,228,1862011Assets 2012: $2,208,667Liabilities 2012: $11,342Net Assets 2012: $2,197,3252012Assets 2013: $2,187,674Liabilities 2013: $28,560Net Assets 2013: $2,159,1142013Assets 2014: $2,430,775Liabilities 2014: $22,306Net Assets 2014: $2,408,4692014Assets 2015: $2,261,106Liabilities 2015: $37,475Net Assets 2015: $2,223,6312015Assets 2016: $2,241,192Liabilities 2016: $44,689Net Assets 2016: $2,196,5032016Assets 2017: $2,277,062Liabilities 2017: $867Net Assets 2017: $2,276,1952017Assets 2018: $2,331,889Liabilities 2018: $90Net Assets 2018: $2,331,7992018Assets 2019: $2,437,703Liabilities 2019: $0Net Assets 2019: $2,437,7032019Assets 2020: $2,513,567Liabilities 2020: $0Net Assets 2020: $2,513,5672020Assets 2021: $2,843,219Liabilities 2021: $27,000Net Assets 2021: $2,816,2192021Assets 2022: $2,492,106Liabilities 2022: $0Net Assets 2022: $2,492,1062022Assets 2023: $2,589,421Liabilities 2023: $0Net Assets 2023: $2,589,4212023Assets 2024: $2,798,896Liabilities 2024: $0Net Assets 2024: $2,798,8962024

Highlighted filing

2022

Assets$2,492,106
Liabilities$0
Net Assets$2,492,106
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $110,0892010Revenue 2011: $171,291Expenses 2011: $286,369Net Income 2011: -$115,0782011Expenses 2012: $236,4772012Expenses 2013: $240,2182013Revenue 2014: $192,980Expenses 2014: $204,594Net Income 2014: -$11,6142014Revenue 2015: $330,272Expenses 2015: $307,416Net Income 2015: $22,8562015Revenue 2016: $202,230Expenses 2016: $221,905Net Income 2016: -$19,6752016Revenue 2017: $220,406Expenses 2017: $273,670Net Income 2017: -$53,2642017Revenue 2018: $248,065Expenses 2018: $281,062Net Income 2018: -$32,9972018Revenue 2019: $331,220Expenses 2019: $282,174Net Income 2019: $49,0462019Revenue 2020: $288,520Expenses 2020: $208,165Net Income 2020: $80,3552020Revenue 2021: $658,332Expenses 2021: $717,232Net Income 2021: -$58,9002021Revenue 2022: $228,136Expenses 2022: $215,007Net Income 2022: $13,1292022Revenue 2023: $103,157Expenses 2023: $220,541Net Income 2023: -$117,3842023Revenue 2024: $261,744Expenses 2024: $240,971Net Income 2024: $20,7732024

Highlighted filing

2022

Revenue$228,136
Expenses$215,007
Net Income$13,129
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 19, 2023
Return Version
2021v4.0
Gross Receipts
$291,577
Mission and Program Overview

Mission

To promote community wide understanding about the value of public education and to enhance, enrich and maintain excellence in the wellesley public schools.

To advance innovation and excellence in wellesley public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,638,479$2,344,836▼ $293,643
Savings and Temporary Cash Investments$148,792$86,004▼ $62,788
Cash and Non-Interest-Bearing Accounts$55,948$61,266▲ $5,318
Total Assets$2,843,219$2,492,106▼ $351,113
Liabilities
Grants Payable$27,000--
Total Liabilities$27,000$0▼ $27,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,598,658$2,269,849▼ $328,809
Net Assets Without Donor Restrictions$217,561$222,257▲ $4,696
Total Net Assets Fund Balance$2,816,219$2,492,106▼ $324,113
Total Liabilities and Net Assets / Fund Balance$2,843,219$2,492,106▼ $351,113

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,598,658$5,133▼ $296,319-$2,269,849
2020$2,364,282$7,113▲ $466,472-$2,598,658
2019$2,281,265-▲ $108,004-$2,364,282
2018$2,210,564-▲ $136,254-$2,281,265
2017$2,082,946$3,126▲ $129,896-$2,210,564
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Amy HernandezPresident
Alexa PlengeDirector
Alina NuceraDirector
Barbara HirshDirector
Bea BezmalanovicDirector
Berk VeralDirector
Carrie ReepmeyerDirector
Elizabeth SvedlundDirector
Erica UytingcoDirector
Grace PengDirector
Heather JablowDirector
Hillary MadgeDirector
Jasson CohenDirector
Jay StauntonDirector
Jennifer FallonDirector
Jessamy HarringtonDirector
Jim HinchleyDirector
Joanne HinchleyDirector
Judith MarthDirector
Judy WalshDirector
Lisa TellanderDirector
Mehtap OzturkDirector
Michelle DavisDirector
Michelle ShawDirector
Nina KohnenDirector
Sam KaplanDirector
Scott FriedmanDirector
Suma RajuDirector
Jill FischmannSecretary
Janet GoujiamanisTreasurer
Elizabeth ShlalaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$193,642
Program Service Revenue
$0
Investment Income
$41,142
Other Revenue
$-6,648
All Other Contributions
$108,617
Change in Net Assets
$13,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,199
Other Expenses$36,808
Total Fundraising Expense$3,562
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,199--$178,199
Fees for Services Accounting-$7,875-$7,875
Fees for Service Investment Mgmnt Fees-$7,591-$7,591
Office Expenses-$511$2,902$3,413
Information Technology-$2,360-$2,360
Insurance-$2,099-$2,099
Other Expenses$1,500$2,710$485$1,500
Advertising--$175$175
Total Functional Expenses$188,299$23,146$3,562$215,007
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wellesley Public SchoolsWellesley, MA501(c)To Support Various P$178,199
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,648
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spelling Bee$43,195-$2,565-
Marathon$31,376-$312-
Total Events$85,025-$6,648$-6,648
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copies of the 990 are provided to the board. An independent review of the 990 is performed by the treasurer and co-presidents prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“In accordance with the orgnization's conflict of interest policy, each board member is required to sign and submit a conflict of interest statement annually. Any identified potential conflict is handled by the board in accordance with the organization's conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“These items are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Wellesley Education Foundation Inc
EIN
22-2653559
Phone
7812350356
Address
PO BOX 812321, WELLESLEY, MA 02482

Signing Officer

Name
Janet Goujiamanis
Title
Treasurer
Phone
7812350356
Signed
2023-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Goujiamanis
Formed
1985
Legal Domicile
Ma
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
32

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824-4141
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds are to support the activities of the foundation, primarily the function of making grants to enhance the wellesley public school system.”

Schedule D, Page 3, Part X

“The foundation, incorporated under chapter 180 of the massachusetts general law as a tax exempt entity, has been granted tax-exempt status under internal revenue code secrtion 501(c)(3), and is, therefore, generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. The foundation is required by asc 740-10, income taxes, to evaluate and disclose tax position that could have an effect on the foundation's internal revenue service and to the commonwealth of massachusetts on an annual basis. There information returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the foundations income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the foundation is not subject to unrealated business income taxes and will continue to qualify as a tax exempt not- for-profit entity.”

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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,492,106
Liabilities
$0
Net assets
$2,492,106
Revenue
$228,136
Expenses
$215,007
Net income
$13,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.26$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.10$0.22$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.03$2.82$0.66$0.72$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.29$0.21$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.33$0.28$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.25$0.28$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.22$0.27$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.04$2.20$0.20$0.22$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.04$2.22$0.33$0.31$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.02$2.41$0.19$0.20$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.03$2.16$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.01$2.20$0.24
2011Summary only. Only limited summary data is available for this year.$2.30$0.07$2.23$0.17$0.29$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.04$0.11