Civic Intelligence

Wellesley Middle School PTO

990EZ • Fiscal year 2016 • EIN 38-3707628

Aug 01, 2015 to Jul 31, 2016 • Filed on Oct 23, 2016

50 Kingsbury StreetWellesley, MA 02481

(781) 446-6235

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$56,038

Up $10,531 (+23%) from 2015

Net Assets

Up

$56,038

Up $10,531 (+23%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$75,958

Up $2,793 (+3.8%) from 2015

Expenses

Down

$65,427

Down $28,653 (-30%) from 2015

Net Income

Up

$10,531

Up $31,446 (+150%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$56,038
Liabilities$0
Net Assets$56,038

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$75,958
Expenses$65,427
Net Income$10,531
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Oct 23, 2016
Return Version
2015v2.1
Gross Receipts
$84,159
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 OVER 1,200 STUDENTS BENEFIT FROM.$14,856$59,452
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDRA JENSENCo-PresidentPT$0--
ANNA KOBAYASHI LOMESCo-PresidentPT$0--
SUSAN FRIGOLETTOCo-Vice PresidentPT$0--
KATHARINE BRUNNERCo-Vice PresidentPT$0--
SHELLEY MCHALETreasurerPT$0--
CONNIE BURTONSecretaryPT$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
Shelley Mchale
Title
Treasurer
Phone
7814466235
Signed
2016-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 48.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 7,681. Returns and allowances: 0. Less cost of goods sold: 5,701. Gross profit: 1,980. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 5,701. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 5,701.

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

Activity classification: grant. Grantee name: wellesley public school district. Grantee address: 40 kingsbury street wellesley, ma 02481. Property description: for library books, guest speakers, and professional development. Date of gift: various. Amount given: 14,856.

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

Description: administrative costs. Amount: 2,977. Description: donations/dues. Amount: 3,400. Description: other program supplies & expenses. Amount: 3,423. Description: social/parent expenses. Amount: 6,564. Description: student program expenses. Amount: 19,603. Description: 8th grade expense. Amount: 13,105. Total to form 990-ez, line 16: 49,072.

Raw XML Appendix193 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/BooksInCareOfDetail/USAddress/CityNm0WELLESLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDRA JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA KOBAYASHI LOMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN FRIGOLETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHARINE BRUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELLEY MCHALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CONNIE BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt049072
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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 OVER 1,200 STUDENTS BENEFIT FROM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014856
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059452
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02500
IRS990EZ/SpecialEventsNetIncomeLossAmt0972
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065427
IRS990EZ/TotalProgramServiceExpensesAmt059452
IRS990EZ/TotalRevenueAmt075958
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WELLESLEY.K12.MA.US
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075042
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062921
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0427
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IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/InvestmentIncomePYPct00.00400
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportPY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal509Amt0417499
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0417499
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0418704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 7,681. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 5,701. GROSS PROFIT: 1,980. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 5,701. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 5,701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: WELLESLEY PUBLIC SCHOOL DISTRICT. GRANTEE ADDRESS: 40 KINGSBURY STREET WELLESLEY, MA 02481. PROPERTY DESCRIPTION: FOR LIBRARY BOOKS, GUEST SPEAKERS, AND PROFESSIONAL DEVELOPMENT. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 14,856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADMINISTRATIVE COSTS. AMOUNT: 2,977. DESCRIPTION: DONATIONS/DUES. AMOUNT: 3,400. DESCRIPTION: OTHER PROGRAM SUPPLIES & EXPENSES. AMOUNT: 3,423. DESCRIPTION: SOCIAL/PARENT EXPENSES. AMOUNT: 6,564. DESCRIPTION: STUDENT PROGRAM EXPENSES. AMOUNT: 19,603. DESCRIPTION: 8TH GRADE EXPENSE. AMOUNT: 13,105. TOTAL TO FORM 990-EZ, LINE 16: 49,072.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
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
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/PersonNm0SHELLEY MCHALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814466235
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLESLEY MIDDLE SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0383707628
ReturnHeader/Filer/PhoneNum07814466235
ReturnHeader/Filer/USAddress/AddressLine1Txt050 KINGSBURY STREET
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01115 WESTFORD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001851
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DIONNE
ReturnHeader/ReturnTs02016-12-13T10:07:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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.$0.66$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
2016Detailed filing. Detailed filing data is available for this year.$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