Wellesley Middle School PTO

990EZ • Fiscal year 2024 • EIN 38-3707628

Aug 01, 2023 to Jul 31, 2024 • Filed on Feb 17, 2025

Organization Profile WWW.WELLESLEY.K12.MA.US

50 Kingsbury StreetWellesley, MA 02481

(781) 446-6235

Siviq Scores

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

No value available

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

Source year 2024

No value available

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

Source year 2024

-5.6%

Higher net margin than 32% of similar nonprofits.

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

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

-7.7%

Faster asset growth than 35% of similar nonprofits.

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

25%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$44,951

Down $3,776 (-7.7%) from 2023

Net Assets

Down

$44,951

Down $3,776 (-7.7%) from 2023

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin32nd percentile

Revenue

$66,977

Up $13,248 (+25%) from 2023

Expenses

$70,753

Up $23,377 (+49%) from 2023

Net Income

Down

-$3,776

Down $10,129 (-159%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2024

Assets$44,951

Liabilities-

Net Assets$44,951

Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2024

Revenue$66,977

Expenses$70,753

Net Income-$3,776

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2023 to Jul 31, 2024
Signed: Feb 17, 2025
Return Version: 2023v6.0
Gross Receipts: $70,195

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
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.	$25,464	$63,995

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATIE SULLIVAN	Co-President	PT	$0	-	-
ANNIE OH	Co-President	PT	$0	-	-
SCOTT LAINER	Co-Vice Pres	PT	$0	-	-
LINA MUSAYEV	Co-Vice Pres	PT	$0	-	-
JENN FALLON	Secretary	PT	$0	-	-
LARA SOJKA	Treasurer	PT	$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: 2025-02-17
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: 25,464”

Form 990-ez, Part I, Line 16

“Expenses insurance 1,300 administrative costs 2,015 donations & dues 1,600 program supplies & expens 10,712 social/parent 6,507 student programs 19,712 total 41,846”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 9,700 total 0 9,700”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LINA MUSAYEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	JENN FALLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	LARA SOJKA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TREASURER
IRS990EZ/OperateHospitalInd	0	false
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IRS990EZ/OtherExpensesTotalAmt	0	41846
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE SUPPORT TO STUDENTS AND TEACHERS AND ENHANCEMENT TO THE CURRICULUM AT WELLESLEY MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	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.
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	70753
IRS990EZ/TotalProgramServiceExpensesAmt	0	63995
IRS990EZ/TotalRevenueAmt	0	66977
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IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.WELLESLEY.K12.MA.US
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	64775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	49756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	28103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	20921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	60757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	224312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	6
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	972
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	17718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	6
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IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99940
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	NAME: WELLESLEY PUBLIC SCHOOL DISTRICT ADDRESS: 40 KINGSBURY STREET WELLESLEY, MA 02481 CASH CONTRIBUTION: 25,464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES INSURANCE 1,300 ADMINISTRATIVE COSTS 2,015 DONATIONS & DUES 1,600 PROGRAM SUPPLIES & EXPENS 10,712 SOCIAL/PARENT 6,507 STUDENT PROGRAMS 19,712 TOTAL 41,846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACCOUNTS RECEIVABLE 0 9,700 TOTAL 0 9,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	TO PROVIDE SUPPORT TO STUDENTS AND TEACHERS AND ENHANCEMENT TO THE CURRICULUM AT WELLESLEY MIDDLE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
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ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LARA SOJKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7814466235
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WELLESLEY MIDDLE SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WELL
ReturnHeader/Filer/EIN	0	383707628
ReturnHeader/Filer/PhoneNum	0	7814466235
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	50 KINGSBURY STREET
ReturnHeader/Filer/USAddress/CityNm	0	WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ANSTISS & CO PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	018244187
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9784522500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARY M LINSKEY
ReturnHeader/ReturnTs	0	2025-02-18T11:23:50-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2023-08-01
ReturnHeader/TaxPeriodEndDt	0	2024-07-31
ReturnHeader/TaxYr	0	2023

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: $44,951
Liabilities: -
Net assets: $44,951
Revenue: $66,977
Expenses: $70,753
Net income: -$3,776

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.66		$0.66	$0.69	$0.48	$0.21
2024Detailed filing. Detailed filing data is available for this year.	$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