Civic Intelligence

Wellesley Cotillion

990EZ • Fiscal year 2020 • EIN 37-1746051

Jun 01, 2019 to May 31, 2020 • Filed on Aug 31, 2020

Organization ProfileWWW.WELLESLEYCOTILLION.ORG
PO Box 81318Wellesley, MA 02481

(617) 650-7784

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

47th percentile

3.1%

Higher net margin than 47% 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

58th percentile

10.0%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

72nd percentile

8.8%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$30,529

Up $2,765 (+10.0%) from 2019

Net Assets

Up

$30,529

Up $2,765 (+10.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Up

$88,625

Up $7,164 (+8.8%) from 2019

Expenses

Up

$85,860

Up $6,749 (+8.5%) from 2019

Net Income

Up

$2,765

Up $415 (+18%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$30,529
Liabilities$0
Net Assets$30,529
Open 2020 Filing

Operations Trend

Revenue Growth72nd 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

2020

Revenue$88,625
Expenses$85,860
Net Income$2,765
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 31, 2020
Return Version
2019v5.1
Gross Receipts
$88,625
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 710 ATTENDEES.$9,375$80,746
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MESSOREPresident & Director-$0--
SARAH GREENEVice President & Director-$0--
KATHARINE YENVice President & Director-$0--
JENNIFER MADDENTreasurer & Director-$0--
SUSAN MORRISAsst Treas, Secretary & Director-$0--
Filing and Contact Details

Filer

Filer Name
The Wellesley Cotillion Inc
EIN
37-1746051
Phone
6176507784
Address
PO BOX 81318, WELLESLEY, MA 02481

Signing Officer

Name
Susan Morris
Title
Asst. Treas., Secretary & Director
Phone
6176507784
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Baumann & Baumann Cpas Llp
Address
40 WALNUT STREET SUITE 301, WELLESLEY, MA 02481
Preparer
Karl M Baumann
Phone
7812390190
Supplemental Narrative

Additional Explanations

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

“Activity classification: education. Grantee name: wellesley public schools. Grantee address: 40 kingsbury st wellesley, ma 02481. Grantee relationship: none. Property description: cash. Date of gift: 06/25/19. Amount given: 3,000.”

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

“Activity classification: education. Grantee name: metco, inc.. Grantee address: 40 dimock street roxbury, ma 02119. Grantee relationship: none. Property description: cash. Date of gift: 06/21/19. Amount given: 1,000.”

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

“Activity classification: education. Grantee name: various students - available upon request. Grantee relationship: none. Property description: cash. Date of gift: 01/04/20. Amount given: 5,375. Total included on form 990-ez, line 10: 9,375.”

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

“Description: event venue & catering. Amount: 45,103. Description: event security & staging. Amount: 2,838. Description: filing fees. Amount: 74. Description: meetings. Amount: 426. Description: insurance. Amount: 1,628. Description: credit card fees. Amount: 2,935. Description: event decorations. Amount: 1,426. Description: event transportation. Amount: 19,200. Description: gifts. Amount: 1,060. Total to form 990-ez, line 16: 74,690.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposit for 2021 cotil. Beg. Of year amount: 0. End of year amount: 6,000.”

Raw XML Appendix172 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/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06176507784
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 81318
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLESLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024529
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02765
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01680
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027764
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt09375
IRS990EZ/GrossReceiptsAmt088625
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030529
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027764
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030529
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA MESSORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHARINE YEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREAS, SECRETARY & DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt074690
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & PROMOTE SOCIAL DANCE ETIQUETTE.
IRS990EZ/PrintingPublicationsPostageAmt0115
IRS990EZ/ProgramServiceRevenueAmt088625
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 710 ATTENDEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080746
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/TotalExpensesAmt085860
IRS990EZ/TotalProgramServiceExpensesAmt080746
IRS990EZ/TotalRevenueAmt088625
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WELLESLEYCOTILLION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0412264
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0412264
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt086625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075503
IRS990ScheduleA/Total509Grp/TotalAmt0412264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt088625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt086625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0412264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: WELLESLEY PUBLIC SCHOOLS. GRANTEE ADDRESS: 40 KINGSBURY ST WELLESLEY, MA 02481. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/25/19. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: METCO, INC.. GRANTEE ADDRESS: 40 DIMOCK STREET ROXBURY, MA 02119. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/21/19. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: VARIOUS STUDENTS - AVAILABLE UPON REQUEST. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/04/20. AMOUNT GIVEN: 5,375. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: EVENT VENUE & CATERING. AMOUNT: 45,103. DESCRIPTION: EVENT SECURITY & STAGING. AMOUNT: 2,838. DESCRIPTION: FILING FEES. AMOUNT: 74. DESCRIPTION: MEETINGS. AMOUNT: 426. DESCRIPTION: INSURANCE. AMOUNT: 1,628. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 2,935. DESCRIPTION: EVENT DECORATIONS. AMOUNT: 1,426. DESCRIPTION: EVENT TRANSPORTATION. AMOUNT: 19,200. DESCRIPTION: GIFTS. AMOUNT: 1,060. TOTAL TO FORM 990-EZ, LINE 16: 74,690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEPOSIT FOR 2021 COTIL. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. TREAS., SECRETARY & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06176507784
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WELLESLEY COTILLION INC
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0371746051
ReturnHeader/Filer/PhoneNum06176507784
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81318
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FCD4B4C835EECEDE8B138B6D0FEEFDA65F813348
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.17.108.58
ReturnHeader/FilingSecurityInformation/IPDt02020-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:56:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043006399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMANN & BAUMANN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WALNUT STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002481
ReturnHeader/PreparerPersonGrp/PhoneNum07812390190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL M BAUMANN
ReturnHeader/ReturnTs02020-09-03T15:03:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,529
Liabilities
$0
Net assets
$30,529
Revenue
$88,625
Expenses
$85,860
Net income
$2,765
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2020 filings • 501(c)3 • <$500k nonprofits