Civic Intelligence

Wellesley Middle School Parent Teacher Organization

EIN 38-3707628 • 501(c)3 • Wellesley, MA

Profile

To provide support to students and teachers and enhancement to the curriculum at wellesley middle school.

50 Kingsbury StreetWellesley, MA 02481

www.wellesley.k12.ma.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

46%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$65,695

Up $20,744 (+46%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$65,695

Up $20,744 (+46%) from 2024

Revenue

Up

$68,556

Up $1,579 (+2.4%) from 2024

Expenses

Down

$47,812

Down $22,941 (-32%) from 2024

Net Income

Up

$20,744

Up $24,520 (+649%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $53,351Liabilities 2010: $0Net Assets 2010: $53,3512010Assets 2011: $60,721Liabilities 2011: $0Net Assets 2011: $60,7212011Assets 2012: $57,862Liabilities 2012: $0Net Assets 2012: $57,8622012Assets 2013: $86,619Liabilities 2013: $0Net Assets 2013: $86,6192013Assets 2014: $66,422Liabilities 2014: $0Net Assets 2014: $66,4222014Assets 2015: $45,507Liabilities 2015: $0Net Assets 2015: $45,5072015Assets 2016: $56,038Liabilities 2016: $0Net Assets 2016: $56,0382016Assets 2017: $64,748Liabilities 2017: $0Net Assets 2017: $64,7482017Assets 2018: $74,495Liabilities 2018: $0Net Assets 2018: $74,4952018Assets 2019: $73,838Liabilities 2019: $0Net Assets 2019: $73,8382019Assets 2020: $89,104Liabilities 2020: $0Net Assets 2020: $89,1042020Assets 2021: $82,075Liabilities 2021: $0Net Assets 2021: $82,0752021Assets 2022: $42,374Liabilities 2022: $0Net Assets 2022: $42,3742022Assets 2023: $48,727Liabilities 2023: $0Net Assets 2023: $48,7272023Assets 2024: $44,951Net Assets 2024: $44,9512024Assets 2025: $65,695Net Assets 2025: $65,6952025

Highlighted filing

2025

Assets$65,695
Liabilities-
Net Assets$65,695

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $65,417Expenses 2010: $80,806Net Income 2010: -$15,3892010Revenue 2011: $62,315Expenses 2011: $54,945Net Income 2011: $7,3702011Revenue 2012: $64,445Expenses 2012: $67,304Net Income 2012: -$2,8592012Revenue 2013: $76,560Expenses 2013: $47,803Net Income 2013: $28,7572013Revenue 2014: $72,361Expenses 2014: $92,558Net Income 2014: -$20,1972014Revenue 2015: $73,165Expenses 2015: $94,080Net Income 2015: -$20,9152015Revenue 2016: $75,958Expenses 2016: $65,427Net Income 2016: $10,5312016Revenue 2017: $64,944Expenses 2017: $56,234Net Income 2017: $8,7102017Revenue 2018: $85,778Expenses 2018: $76,031Net Income 2018: $9,7472018Revenue 2019: $100,347Expenses 2019: $101,004Net Income 2019: -$6572019Revenue 2020: $57,145Expenses 2020: $41,879Net Income 2020: $15,2662020Revenue 2021: $21,893Expenses 2021: $34,141Net Income 2021: -$12,2482021Revenue 2022: $29,356Expenses 2022: $46,687Net Income 2022: -$17,3312022Revenue 2023: $53,729Expenses 2023: $47,376Net Income 2023: $6,3532023Revenue 2024: $66,977Expenses 2024: $70,753Net Income 2024: -$3,7762024Revenue 2025: $68,556Expenses 2025: $47,812Net Income 2025: $20,7442025

Highlighted filing

2025

Revenue$68,556
Expenses$47,812
Net Income$20,744

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.69$0.48$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.67$0.71$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.54$0.47$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.29$0.47$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.22$0.34$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.57$0.42$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$1.00$1.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.86$0.76$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.65$0.56$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.76$0.65$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.73$0.94$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.72$0.93$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.77$0.48$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.64$0.67$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.62$0.55$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.65$0.81$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 12, 2025
Return Version
2024v5.0
Gross Receipts
$70,487
Mission and Program Overview

Mission

To provide support to students and teachers and enhancement to the curriculum at wellesley middle school.

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS TO WELLESLEY MIDDLE SCHOOL WHICH SUPPORTS AND ENHANCE THE PUBLIC EDUCATION BY ARGUMENTING SCHOOL PROGRAMS, PURCHASING TEACHER SUPPLIES AND EQUIPMENT, FUNDING SCHOOL GROUNDS BEAUTIFICATION, SPEAKER VISITS, STUDENT COMMUNITY SERVICE WORK, AND ORGANIZING AND FUNDING VARIOUS SCHOOL EVENTS, THAT STUDENTS BENEFIT FROM.$12,024$41,224
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE OLDOERPCo-PresidentPT$0--
JENNY LEECo-PresidentPT$0--
JULIE BRYANCo-Vice PresPT$0--
MIRIAM GATESCo-Vice PresPT$0--
KRISTIN WHELTONSecretaryPT$0--
LARA SOJKATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Wellesley Middle School
EIN
38-3707628
Phone
7814466235
Address
50 KINGSBURY STREET, WELLESLEY, MA 02481

Signing Officer

Name
Lara Sojka
Title
Treasurer
Phone
7814466235
Signed
2025-12-12
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 10

Name: wellesley public school district address: 40 kingsbury street wellesley, ma 02481 cash contribution: 12,024

Form 990-ez, Part I, Line 16

Expenses administrative costs 635 miscellaneous expenses 1,350 insurance 1,324 donations & dues 1,600 program supplies & expens 11,967 social/parent 6,262 student programs 9,371 total 32,509

Form 990-ez, Part II, Line 24

Accounts receivable 9,700 0 total 9,700 0

Form 990-ez, Part III

To provide support to students and teachers and enhancement to the curriculum at wellesley middle school.

Form 990-ez, Part III, Line 28

Provide grants to wellesley middle school which supports and enhance the public education by argumenting school programs, purchasing teacher supplies and equipment, funding school grounds beautification, speaker visits, student community service work, and organizing and funding various school events, that students benefit from.

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE OLDOERP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt09700
IRS990EZ/OtherExpensesTotalAmt032509
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO STUDENTS AND TEACHERS AND ENHANCEMENT TO THE CURRICULUM AT WELLESLEY MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO WELLESLEY MIDDLE SCHOOL WHICH SUPPORTS AND ENHANCE THE PUBLIC EDUCATION BY ARGUMENTING SCHOOL PROGRAMS, PURCHASING TEACHER SUPPLIES AND EQUIPMENT, FUNDING SCHOOL GROUNDS BEAUTIFICATION, SPEAKER VISITS, STUDENT COMMUNITY SERVICE WORK, AND ORGANIZING AND FUNDING VARIOUS SCHOOL EVENTS, THAT STUDENTS BENEFIT FROM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012024
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: WELLESLEY PUBLIC SCHOOL DISTRICT ADDRESS: 40 KINGSBURY STREET WELLESLEY, MA 02481 CASH CONTRIBUTION: 12,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE COSTS 635 MISCELLANEOUS EXPENSES 1,350 INSURANCE 1,324 DONATIONS & DUES 1,600 PROGRAM SUPPLIES & EXPENS 11,967 SOCIAL/PARENT 6,262 STUDENT PROGRAMS 9,371 TOTAL 32,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 9,700 0 TOTAL 9,700 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPORT TO STUDENTS AND TEACHERS AND ENHANCEMENT TO THE CURRICULUM AT WELLESLEY MIDDLE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE GRANTS TO WELLESLEY MIDDLE SCHOOL WHICH SUPPORTS AND ENHANCE THE PUBLIC EDUCATION BY ARGUMENTING SCHOOL PROGRAMS, PURCHASING TEACHER SUPPLIES AND EQUIPMENT, FUNDING SCHOOL GROUNDS BEAUTIFICATION, SPEAKER VISITS, STUDENT COMMUNITY SERVICE WORK, AND ORGANIZING AND FUNDING VARIOUS SCHOOL EVENTS, THAT STUDENTS BENEFIT FROM.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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