WELLESLEY MIDDLE SCHOOL PTO: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WELLESLEY MIDDLE SCHOOL PTO (EIN 38-3707628)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-02-18
- IRS object ID
- 202530499349200723
- Schema version
- 2023v6.0
- 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 | 2025-02-18T11:23:50-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | 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 STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | 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 | LARA SOJKA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7814466235 | PhoneNum |
| Signature | 2025-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY M LINSKEY | PreparerPersonNm |
| PTIN | P01366371 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2025-02-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $70,195 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $64,775 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $6 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $5,414 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,218 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $2,196 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $66,977 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $25,464 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,443 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $41,846 | OtherExpensesTotalAmt |
| Total Expenses | $70,753 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$3,776 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $48,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,951 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,727 | BOYAmt |
| EOY | $35,251 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,700 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,727 | BOYAmt |
| EOY | $44,951 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,727 | BOYAmt |
| EOY | $44,951 | 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 | $25,464 | GrantsAndAllocationsAmt |
| Program Service Expenses | $63,995 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $63,995 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KATIE SULLIVAN | ||
| CO-PRESIDENT | 20.00 | $0 |
| ANNIE OH | ||
| CO-PRESIDENT | 20.00 | $0 |
| SCOTT LAINER | ||
| CO-VICE PRES | 10.00 | $0 |
| LINA MUSAYEV | ||
| CO-VICE PRES | 10.00 | $0 |
| JENN FALLON | ||
| SECRETARY | 5.00 | $0 |
| LARA SOJKA | ||
| TREASURER | 10.00 | $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 | $60,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,775 | CurrentTaxYearAmt |
| Total | $224,312 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,414 | CurrentTaxYearAmt |
| Total | $17,718 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,189 | CurrentTaxYearAmt |
| Total | $242,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $242,030 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6 | CurrentTaxYearAmt |
| Total | $153 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6 | CurrentTaxYearAmt |
| Total | $153 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,195 | CurrentTaxYearAmt |
| Total | $242,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99820 | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |