Kiwanis Club of Wellesley Inc

Nonprofit profile at a glance

EIN
042704335
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Wellesley, MA, USA
Phone
7812355076
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$37,440
Expenses
$45,564
Assets
$36,832

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Richard DeLorie (Vice President)
  • BETH SULLIVAN WOODS (President)

People named in this filing

  • THOMAS ORSER (Director)
  • Barbara Morgenstern (Director)
  • Richard DeLorie (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization was formed to raise monies to support various charitable, educational, religious, scientific and literary endeavors within the community.

What it reported doing in 2024

Thrive wellesley - assist families to recognize mental illness

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57.6%; rating input score 58
  • Program expense ratio: 47.4%; rating input score 47

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -21.7%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 0.81; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -4.8% per year; rating input score 0; 36th percentile among comparable filings
  • Revenue growth: -1.4% per year; rating input score 0; 46th percentile among comparable filings
  • Asset growth: 1.9% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 57.6% of revenue deployed · 47.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $22K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 47/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 22/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.