Nonprofit · EIN 38-3707628
WELLESLEY MIDDLE SCHOOL PTO
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $68,556 | $47,812 | $20,744 | $65,695 | – | $65,695 |
| July 31, 2024 | 990-EZ | $66,977 | $70,753 | -$3,776 | $44,951 | – | $44,951 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $65,888
- Investment income
- $6
- Net income from sales of inventory
- $2,662
Expenses
- Grants and similar amounts paid
- $12,024
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $3,279
- Other expenses
- $32,509
- Program services (functional)
- $41,224
Balance sheet and other
- Total assets, start of year
- $44,951
- Total assets, end of year
- $65,695
- Total liabilities, end of year
- –
- Net assets, end of year
- $65,695
- Cash, savings and investments
- $65,695
- Gross receipts
- $70,487
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE OLDOERP | CO-PRESIDENT | 20 | $0 |
| JENNY LEE | CO-PRESIDENT | 20 | $0 |
| JULIE BRYAN | CO-VICE PRES | 10 | $0 |
| MIRIAM GATES | CO-VICE PRES | 10 | $0 |
| KRISTIN WHELTON | SECRETARY | 5 | $0 |
| LARA SOJKA | TREASURER | 5 | $0 |
990-EZ for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SULLIVAN | CO-PRESIDENT | 20 | $0 |
| ANNIE OH | CO-PRESIDENT | 20 | $0 |
| SCOTT LAINER | CO-VICE PRES | 10 | $0 |
| LINA MUSAYEV | CO-VICE PRES | 10 | $0 |
| JENN FALLON | SECRETARY | 5 | $0 |
| LARA SOJKA | TREASURER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 50 KINGSBURY ST, WELLESLEY, MA 02481-4831
- Signed the 990-EZ
- LARA SOJKA, TREASURER
- Phone
- (781) 446-6235
- Website
- WWW.WELLESLEY.K12.MA.US
- Return prepared by
- ANSTISS & CO PC
Mission
TO PROVIDE SUPPORT TO STUDENTS AND TEACHERS AND ENHANCEMENT TO THE CURRICULUM AT WELLESLEY MIDDLE SCHOOL.
Program accomplishments
- 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.Expenses $41,224 · grants $12,024
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-EZ on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-3707628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $65,695
- Income (IRS master file)
- $70,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $68,556 | $47,812 | $65,695 | XML |
| 990-EZ | July 2024 | $66,977 | $70,753 | $44,951 | XML |
| 990-EZ | July 2023 | – | – | – | IRS |
| 990-EZ | July 2022 | – | – | – | IRS |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2020 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3707628).
Questions about WELLESLEY MIDDLE SCHOOL PTO
- What is the EIN of WELLESLEY MIDDLE SCHOOL PTO?
- The employer identification number (EIN) of WELLESLEY MIDDLE SCHOOL PTO is 38-3707628.
- Is WELLESLEY MIDDLE SCHOOL PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WELLESLEY MIDDLE SCHOOL PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLESLEY MIDDLE SCHOOL PTO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLESLEY MIDDLE SCHOOL PTO due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLESLEY MIDDLE SCHOOL PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
- Who are the officers and directors of WELLESLEY MIDDLE SCHOOL PTO?
- The 990-EZ for the year ended July 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does WELLESLEY MIDDLE SCHOOL PTO have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $68,556, expenses of $47,812 and total assets of $65,695 at year end.
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