Civic Intelligence

Wellesley High School Parent Teacher Student Organization

990EZ • Fiscal year 2021 • EIN 36-4560257

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 07, 2021

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-6.3%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-59%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$97,540

Down $6,527 (-6.3%) from 2020

Net Assets

Down

$97,105

Down $6,543 (-6.3%) from 2020

Liabilities

Up

$435

Up $16 (+3.8%) from 2020

Revenue

Down

$36,487

Down $52,789 (-59%) from 2020

Expenses

Down

$43,030

Down $37,120 (-46%) from 2020

Net Income

Down

-$6,543

Down $15,669 (-172%) from 2020

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

2021

Assets$97,540
Liabilities$435
Net Assets$97,105

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

2021

Revenue$36,487
Expenses$43,030
Net Income-$6,543
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 7, 2021
Return Version
2020v4.0
Gross Receipts
$36,487
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.$3,800$37,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELTY WHITECo-President-$0--
ELIZABETH COOKCo-President-$0--
ILDI NIELSENVice Preside-$0--
STACY BRAATZTreasurer-$0--
KRISTEN TOFFERAssistant Tr-$0--
BROOKE WHEELANSecretary-$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
Kristen Toffer
Title
Assistant Treasurer
Phone
6176201991
Signed
2021-12-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses program services 4,146 student program 5,761 faculty enrichment 23,744 other management expenses 4,407 total 38,058

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 419 435

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 Appendix169 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm2ILDI NIELSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm3STACY BRAATZ
CompensationExplanation/CompensationExplanationGrp/PersonNm4KRISTEN TOFFER
CompensationExplanation/CompensationExplanationGrp/PersonNm5BROOKE WHEELAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ILDI NIELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY BRAATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTEN TOFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BROOKE WHEELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038058
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS 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.
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM SERVICES 4,146 STUDENT PROGRAM 5,761 FACULTY ENRICHMENT 23,744 OTHER MANAGEMENT EXPENSES 4,407 TOTAL 38,058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 419 435
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN TOFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176201991
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLESLEY HIGH SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER STUDENT ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0364560257
ReturnHeader/Filer/PhoneNum06176201991
ReturnHeader/Filer/USAddress/AddressLine1Txt050 RICE STREET
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 OMNI WAY SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018244141
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DIONNE
ReturnHeader/ReturnTs02021-12-07T12:57:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOFFER
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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