WELLESLEY MIDDLE SCHOOL PTO: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WELLESLEY MIDDLE SCHOOL PTO (EIN 38-3707628)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-11-30
- IRS object ID
- 202133349349200208
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-30T09:39:15-06:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY SUITE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383707628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLESLEY MIDDLE SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | PARENT TEACHER ORGANIZATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 7814466235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 KINGSBURY STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA MACK | PersonNm |
| Person Title | CO-VP & CO-TREASURER | PersonTitleTxt |
| Phone | 7814466235 | PhoneNum |
| Signature | 2021-11-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | MACK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2021-11-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.WELLESLEY.K12.MA.US | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $21,893 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,921 | ContributionsGiftsGrantsEtcAmt |
| Gross Sales Of Inventory | $972 | GrossSalesOfInventoryAmt |
| Gross Profit Loss Sls Of Invntry | $972 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $21,893 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,675 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,498 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $30,968 | OtherExpensesTotalAmt |
| Total Expenses | $34,141 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$12,248 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $89,104 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $5,219 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $82,075 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,104 | BOYAmt |
| EOY | $82,075 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,104 | BOYAmt |
| EOY | $82,075 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,104 | BOYAmt |
| EOY | $82,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SUPPORT TO STUDENTS AND TEACHERS AND ENHANCEMENT TO THE CURRICULUM AT WELLESLEY MIDDLE SCHOOL. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | 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. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $1,675 | GrantsAndAllocationsAmt |
| Program Service Expenses | $31,265 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,265 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MOIRA MCDADE | ||
| CO-PRESIDENT | 12.00 | $0 |
| JOELLE REIDY | ||
| CO- PRESIDEN | 12.00 | $0 |
| MELISSA MACK | ||
| CO-VP & CO-T | 10.00 | $0 |
| KRISTIN BOHLIN | ||
| CO-TREASURER | 5.00 | $0 |
| JENN FALLON | ||
| SECRETARY | 4.00 | $0 |
| ELIZABETH KAPLAN | ||
| CO-VP | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 KINSGBURY STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7814466235 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,921 | CurrentTaxYearAmt |
| Total | $325,979 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,906 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $972 | CurrentTaxYearAmt |
| Total | $36,789 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,893 | CurrentTaxYearAmt |
| Total | $362,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $362,768 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134 | CurrentTaxYearMinus1YearAmt |
| Total | $673 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134 | CurrentTaxYearMinus1YearAmt |
| Total | $673 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,893 | CurrentTaxYearAmt |
| Total | $363,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99830 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADMINISTRATIVE COSTS 956 DONATIONS/DUES 2,000 OTHER PROGRAM SUPPLIES & EXP 10,940 SOCIAL/PARENT 5,182 STUDENT PROGRAM EXPENSES 11,468 PAYPAL FEES 422 TOTAL 30,968 |
| FORM 990-EZ, PART I, LINE 20 | CHANGE IN UNRESTRICTED NET ASSETS 5,174 CHANGE IN TEMP RESTRICTED NET ASSETS 45 |
| 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. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| MOIRA MCDADE |
| JOELLE REIDY |
| MELISSA MACK |
| KRISTIN BOHLIN |
| JENN FALLON |
| ELIZABETH KAPLAN |