Civic Intelligence

Wellesley Cotillion

990EZ • Fiscal year 2024 • EIN 37-1746051

Jun 01, 2023 to May 31, 2024 • Filed on Feb 27, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

120%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,963

Up $15,794 (+120%) from 2023

Net Assets

Up

$28,963

Up $15,794 (+120%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$83,400

Up $10,150 (+14%) from 2023

Expenses

Down

$67,606

Down $11,796 (-15%) from 2023

Net Income

Up

$15,794

Up $21,946 (+357%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2024

Assets$28,963
Liabilities-
Net Assets$28,963
Open 2024 Filing

Operations Trend

Revenue Growth63rd 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

2024

Revenue$83,400
Expenses$67,606
Net Income$15,794
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Feb 27, 2025
Return Version
2023v6.0
Gross Receipts
$83,400
Mission and Program Overview

Mission

Educate & promote social dance etiquette.

Educate & promote social dance etiquette

Program Services

DescriptionGrantsExpenses
THE WELLESLEY COTILLION, AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA.$2,100$66,056
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA BALTERPresident-$0--
JILL FISCHMANNVice Preside-$0--
KERRIE GROVERTreasurer-$0--
SARAH GREENESecretary-$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
Kerrie Grover
Title
Treasurer
Phone
6176507784
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY STE 201, CHELMSFORD, MA 01824-4187
Preparer
Mary M Linskey
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses event venue & catering 40,882 event security & staging 2,520 filing fees 32 meeting 262 insurance 949 credit card fees 2,590 event transportation 9,487 gifts 2,672 registration 72 website 332 miscellaneous 2,095 total 61,893”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum06176507784
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 81318
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLESLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013169
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028963
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015794
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028963
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02100
IRS990EZ/GrossReceiptsAmt083400
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028963
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013169
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028963
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA BALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL FISCHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRIE GROVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061893
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE & PROMOTE SOCIAL DANCE ETIQUETTE
IRS990EZ/PrintingPublicationsPostageAmt02063
IRS990EZ/ProgramServiceRevenueAmt083400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE WELLESLEY COTILLION, AN EVENT FOR HIGH SCHOOL JUNIORS & SENIORS IN WELLESLEY MA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066056
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067606
IRS990EZ/TotalProgramServiceExpensesAmt066056
IRS990EZ/TotalRevenueAmt083400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WELLESLEYCOTILLION.ORG
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt088625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245275
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245275
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088625
IRS990ScheduleA/Total509Grp/TotalAmt0245275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088625
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EVENT VENUE & CATERING 40,882 EVENT SECURITY & STAGING 2,520 FILING FEES 32 MEETING 262 INSURANCE 949 CREDIT CARD FEES 2,590 EVENT TRANSPORTATION 9,487 GIFTS 2,672 REGISTRATION 72 WEBSITE 332 MISCELLANEOUS 2,095 TOTAL 61,893
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRIE GROVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06176507784
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 OMNI WAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018244187
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY M LINSKEY
ReturnHeader/ReturnTs02025-04-05T16:47:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,963
Liabilities
-
Net assets
$28,963
Revenue
$83,400
Expenses
$67,606
Net income
$15,794
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
2024Detailed filing. Detailed filing data is available for this year.$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
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