Civic Intelligence

Wellesley Cotillion

990EZ • Fiscal year 2017 • EIN 37-1746051

Jun 01, 2016 to May 31, 2017 • Filed on Oct 30, 2017

Organization ProfileWELLESLEYCOTILLION.WEEBLY.COM
PO Box 81318Wellesley, MA 02481

(617) 543-1878

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

6.0%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$33,024

Up $9,375 (+40%) from 2016

Net Assets

$33,024

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin66th percentile

Revenue

Up

$80,050

Up $4,547 (+6.0%) from 2016

Expenses

Up

$70,676

Up $5,925 (+9.2%) from 2016

Net Income

Down

$9,374

Down $1,378 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$40K$30K$20K$10K$0Assets 2015: $12,897Liabilities 2015: $02015Assets 2016: $23,649Liabilities 2016: $02016Assets 2017: $33,024Liabilities 2017: $0Net Assets 2017: $33,0242017Assets 2018: $25,414Liabilities 2018: $0Net Assets 2018: $25,4142018Assets 2019: $27,764Liabilities 2019: $0Net Assets 2019: $27,7642019Assets 2020: $30,529Liabilities 2020: $0Net Assets 2020: $30,5292020Assets 2021: $23,834Liabilities 2021: $0Net Assets 2021: $23,8342021Assets 2022: $19,321Liabilities 2022: $0Net Assets 2022: $19,3212022Assets 2023: $13,169Liabilities 2023: $0Net Assets 2023: $13,1692023Assets 2024: $28,963Net Assets 2024: $28,9632024Assets 2025: $20,722Net Assets 2025: $20,7222025

Highlighted filing

2017

Assets$33,024
Liabilities$0
Net Assets$33,024
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

$100K$50K$0-$50KRevenue 2015: $80,164Expenses 2015: $67,266Net Income 2015: $12,8982015Revenue 2016: $75,503Expenses 2016: $64,751Net Income 2016: $10,7522016Revenue 2017: $80,050Expenses 2017: $70,676Net Income 2017: $9,3742017Revenue 2018: $86,625Expenses 2018: $94,235Net Income 2018: -$7,6102018Revenue 2019: $81,461Expenses 2019: $79,111Net Income 2019: $2,3502019Revenue 2020: $88,625Expenses 2020: $85,860Net Income 2020: $2,7652020Revenue 2021: $0Expenses 2021: $6,695Net Income 2021: -$6,6952021Revenue 2022: $0Expenses 2022: $4,513Net Income 2022: -$4,5132022Revenue 2023: $73,250Expenses 2023: $79,402Net Income 2023: -$6,1522023Revenue 2024: $83,400Expenses 2024: $67,606Net Income 2024: $15,7942024Revenue 2025: $79,050Expenses 2025: $87,291Net Income 2025: -$8,2412025

Highlighted filing

2017

Revenue$80,050
Expenses$70,676
Net Income$9,374
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$80,050
Mission and Program Overview

Mission

Educate & promote social dance etiquette.

Program Services

DescriptionGrantsExpenses
HELD THE WINTER FORMAL EVENT, THE WELLESLEY COTILLION, AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA, AS A FORUM TO PRACTICE PROPER SOCIAL DANCE ETIQUETTE; APPROXIMATELY 750 ATTENDEES.$0$64,732
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA ZARLEPresident & Director-$0--
CAMILLE SEGELTreasurer & Director-$0--
CAMILLA BOYCEClerk & Director-$0--
WENDY PAULAssistant Clerk & Director-$0--
Filing and Contact Details

Filer

Filer Name
The Wellesley Cotillion Inc
EIN
37-1746051
Phone
6175431878
Address
PO BOX 81318, WELLESLEY, MA 02481

Signing Officer

Name
Camille Segel
Title
Treasurer
Phone
6175431878
Signed
2017-10-30
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 16 - Other Expenses

“Description: event venue & catering. Amount: 22,398. Description: credit card fees. Amount: 2,530. Description: event transportation. Amount: 13,770. Description: event security & staging. Amount: 3,510. Description: event decorations. Amount: 19,597. Description: insurance. Amount: 1,647. Description: filing fees. Amount: 170. Description: meetings. Amount: 819. Total to form 990-ez, line 16: 64,441.”

Raw XML Appendix143 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/PersonNm0CAMILLE SEGEL
IRS990EZ/BooksInCareOfDetail/PhoneNum06175431878
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032 PARKER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLESLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002482
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023650
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033024
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt09374
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04345
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023650
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033024
IRS990EZ/GrossReceiptsAmt080050
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033024
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023650
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA ZARLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAMILLE SEGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAMILLA BOYCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT CLERK & DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt064441
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & PROMOTE SOCIAL DANCE ETIQUETTE.
IRS990EZ/PrintingPublicationsPostageAmt01890
IRS990EZ/ProgramServiceRevenueAmt080050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD THE WINTER FORMAL EVENT, THE WELLESLEY COTILLION, AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA, AS A FORUM TO PRACTICE PROPER SOCIAL DANCE ETIQUETTE; APPROXIMATELY 750 ATTENDEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064732
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070676
IRS990EZ/TotalProgramServiceExpensesAmt064732
IRS990EZ/TotalRevenueAmt080050
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WELLESLEYCOTILLION.WEEBLY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0155553
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0155553
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075503
IRS990ScheduleA/Total509Grp/TotalAmt0155553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0155553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EVENT VENUE & CATERING. AMOUNT: 22,398. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,530. DESCRIPTION: EVENT TRANSPORTATION. AMOUNT: 13,770. DESCRIPTION: EVENT SECURITY & STAGING. AMOUNT: 3,510. DESCRIPTION: EVENT DECORATIONS. AMOUNT: 19,597. DESCRIPTION: INSURANCE. AMOUNT: 1,647. DESCRIPTION: FILING FEES. AMOUNT: 170. DESCRIPTION: MEETINGS. AMOUNT: 819. TOTAL TO FORM 990-EZ, LINE 16: 64,441.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAMILLE SEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06175431878
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELLESLEY COTILLION INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0371746051
ReturnHeader/Filer/PhoneNum06175431878
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81318
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F84BE734DD0549F93BB615C23CEE3C6DF4F2390
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FCD4B4C835EECEDE8B138B6D0FEEFDA65F813348
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.13.111.61
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:14:49
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/ReturnTs02017-10-30T15:33:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,024
Liabilities
$0
Net assets
$33,024
Revenue
$80,050
Expenses
$70,676
Net income
$9,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.7$20.7$79.1$87.3$8.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$29.0$83.4$67.6$15.8
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$73.3$79.4$6.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$0.00$4.51$4.51
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$23.8$0.00$23.8$0.00$6.70$6.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$0.00$30.5$88.6$85.9$2.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.00$27.8$81.5$79.1$2.35
2018Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$86.6$94.2$7.61
2017Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$80.1$70.7$9.37
2016Summary only. Only limited summary data is available for this year.$23.6$0.00$75.5$64.8$10.8
2015Summary only. Only limited summary data is available for this year.$12.9$0.00$80.2$67.3$12.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits