Civic Intelligence

Wellesley High School Parent Teacher Student Organization

990EZ • Fiscal year 2020 • EIN 36-4560257

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 09, 2020

50 Rice StreetWellesley, MA 02481

(617) 620-1991

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-3.5%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

-0.9%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$104,067

Down $3,721 (-3.5%) from 2019

Net Assets

Up

$103,648

Up $9,126 (+9.7%) from 2019

Liabilities

Down

$419

Down $12,847 (-97%) from 2019

Revenue

Down

$89,276

Down $799 (-0.9%) from 2019

Expenses

Down

$80,150

Down $36,618 (-31%) from 2019

Net Income

Up

$9,126

Up $35,819 (+134%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $95,846Liabilities 2011: $0Net Assets 2011: $95,8462011Assets 2012: $61,751Liabilities 2012: $0Net Assets 2012: $61,7512012Assets 2013: $56,385Liabilities 2013: $0Net Assets 2013: $56,3852013Assets 2014: $66,210Liabilities 2014: $0Net Assets 2014: $66,2102014Assets 2015: $80,739Liabilities 2015: $0Net Assets 2015: $80,7392015Assets 2016: $100,278Liabilities 2016: $0Net Assets 2016: $100,2782016Assets 2017: $105,167Liabilities 2017: $0Net Assets 2017: $105,1672017Assets 2018: $121,412Liabilities 2018: $197Net Assets 2018: $121,2152018Assets 2019: $107,788Liabilities 2019: $13,266Net Assets 2019: $94,5222019Assets 2020: $104,067Liabilities 2020: $419Net Assets 2020: $103,6482020Assets 2021: $97,540Liabilities 2021: $435Net Assets 2021: $97,1052021Assets 2022: $81,450Net Assets 2022: $81,4502022Assets 2023: $81,515Net Assets 2023: $81,5152023Assets 2024: $71,882Net Assets 2024: $71,8822024Assets 2025: $61,578Liabilities 2025: $0Net Assets 2025: $61,5782025

Highlighted filing

2020

Assets$104,067
Liabilities$419
Net Assets$103,648

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $105,520Expenses 2011: $126,361Net Income 2011: -$20,8412011Revenue 2012: $85,842Expenses 2012: $119,937Net Income 2012: -$34,0952012Revenue 2013: $86,814Expenses 2013: $92,180Net Income 2013: -$5,3662013Revenue 2014: $87,524Expenses 2014: $77,699Net Income 2014: $9,8252014Revenue 2015: $83,264Expenses 2015: $70,537Net Income 2015: $12,7272015Revenue 2016: $74,928Expenses 2016: $55,389Net Income 2016: $19,5392016Revenue 2017: $78,173Expenses 2017: $73,284Net Income 2017: $4,8892017Revenue 2018: $81,239Expenses 2018: $65,191Net Income 2018: $16,0482018Revenue 2019: $90,075Expenses 2019: $116,768Net Income 2019: -$26,6932019Revenue 2020: $89,276Expenses 2020: $80,150Net Income 2020: $9,1262020Revenue 2021: $36,487Expenses 2021: $43,030Net Income 2021: -$6,5432021Revenue 2022: $41,424Expenses 2022: $57,079Net Income 2022: -$15,6552022Revenue 2023: $65,394Expenses 2023: $65,329Net Income 2023: $652023Revenue 2024: $59,173Expenses 2024: $68,806Net Income 2024: -$9,6332024Revenue 2025: $46,372Expenses 2025: $56,676Net Income 2025: -$10,3042025

Highlighted filing

2020

Revenue$89,276
Expenses$80,150
Net Income$9,126
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$89,276
Mission and Program Overview

Mission

The purpose is to support and enhance the educational experiences at wellesley high school and to provide support for programs outside of the school's annual budget by advocating for the education and general well-being of whs students, providing services and financial suppport, enhancing communication between home, school and community groups, and by collaborating with other organizations and agencies in support of the whs community.

The purpose is to support and enhance the educational experiences at wellesley high school and to provide support for programs outside of the school's annual budget by advocating for the education and general well- being of whs students, providing services and financial support, enhancing communication between home, school, and community groups, and by collaborating with other organizations and agencies in support of the whs community.

Program Services

DescriptionGrantsExpenses
GRANTS TO AND EXPENDITURES FOR THE BENEFIT OF WELLESLEY HIGH SCHOOL, WELLESLEY, MA. GRANTS AND EXPENDITURES ARE FOR CLASSROOM SUPPLIES, FACULTY PROFESSIONAL DEVELOPMENT AND TRAINING, TEACHING EQUIPMENT, PARENT-TEACHER EVENTS, STUDENT EVENTS, SCHOOL LANDSCAPING & FACILIITES, AND CHARITIES THAT PROMOTE EDUCATION.-$74,062
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE BURTONCo-President-$0--
ANDRA JENSENCo-President-$0--
MASON SMITHSecretary-$0--
STACY BRAATZTreasurer-$0--
ELIZABETH WHITECo-Vice Pres-$0--
ELIZABETH COOKCo-Vice Pres-$0--
Filing and Contact Details

Filer

Filer Name
Wellesley High School
EIN
36-4560257
Phone
6176201991
Address
50 RICE STREET, WELLESLEY, MA 02481

Signing Officer

Name
Stacy Braatz
Title
Treasurer
Phone
6176201991
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET 3RD FLOOR, LOWELL, MA 01851-2701
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses program services 22,287 student program 4,919 faculty enrichment 44,306 other management expenses 4,870 total 76,382

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 13,266 419

Form 990-ez, Part III

The purpose is to support and enhance the educational experiences at wellesley high school and to provide support for programs outside of the school's annual budget by advocating for the education and general well- being of whs students, providing services and financial support, enhancing communication between home, school, and community groups, and by collaborating with other organizations and agencies in support of the whs community.

Form 990-ez, Part III, Line 28

Grants to and expenditures for the benefit of wellesley high school, wellesley, ma. Grants and expenditures are for classroom supplies, faculty professional development and training, teaching equipment, parent-teacher events, student events, school landscaping & faciliites, and charities that promote education.

Raw XML Appendix166 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/TitleTxt5CO-VICE PRES
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt063
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM SERVICES 22,287 STUDENT PROGRAM 4,919 FACULTY ENRICHMENT 44,306 OTHER MANAGEMENT EXPENSES 4,870 TOTAL 76,382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 13,266 419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE IS TO SUPPORT AND ENHANCE THE EDUCATIONAL EXPERIENCES AT WELLESLEY HIGH SCHOOL AND TO PROVIDE SUPPORT FOR PROGRAMS OUTSIDE OF THE SCHOOL'S ANNUAL BUDGET BY ADVOCATING FOR THE EDUCATION AND GENERAL WELL- BEING OF WHS STUDENTS, PROVIDING SERVICES AND FINANCIAL SUPPORT, ENHANCING COMMUNICATION BETWEEN HOME, SCHOOL, AND COMMUNITY GROUPS, AND BY COLLABORATING WITH OTHER ORGANIZATIONS AND AGENCIES IN SUPPORT OF THE WHS COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS TO AND EXPENDITURES FOR THE BENEFIT OF WELLESLEY HIGH SCHOOL, WELLESLEY, MA. GRANTS AND EXPENDITURES ARE FOR CLASSROOM SUPPLIES, FACULTY PROFESSIONAL DEVELOPMENT AND TRAINING, TEACHING EQUIPMENT, PARENT-TEACHER EVENTS, STUDENT EVENTS, SCHOOL LANDSCAPING & FACILIITES, AND CHARITIES THAT PROMOTE EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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.$0.62$0.00$0.62$0.46$0.57$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.59$0.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.65$0.65$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.41$0.57$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.97$0.36$0.43$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.89$0.80$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.13$0.95$0.90$1.17$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.81$0.65$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.78$0.73$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.75$0.55$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.83$0.71$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.88$0.78$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.87$0.92$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.86$1.20$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$1.06$1.26$0.21