Wellesley Symphony Orchestra
Legal name: Wellesley Symphony Orchestra Inc
Nonprofit profile at a glance
- EIN
- 222630863
- IRS 990-EZ coverage
- 2011–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2024
- Location
- Wellesley Hills, MA, USA
- Phone
- (508) 202-0465
- Rating
- 92
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $98,804
- Expenses
- $81,061
- Assets
- $312,875
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Carol Davidson (President)
- Jan Schwaner (Vice President)
People named in this filing
- Carol Davidson (President)
- Jan Schwaner (Vice President)
- Susan Chudd (Treasurer)
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 Wellesley Symphony Orchestra enriches the community through live orchestral performances and educational outreach, making classical music accessible to all.
What it reported doing in 2024
Prepared and performed 6 classical concerts between September 2024 and May 2024 for the benefit of the community. Also performed for the Mass Bay Community College graduation and a variety of outreach chamber concerts in libraries and senior centers.
Operating model
- Revenue model
- Donor-supported. 60% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 100
- Sustainability: 71
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.8%; rating input score 80
- Program expense ratio: 94.8%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 18%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 3.86; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 6.4% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 2.3% per year; rating input score 100; 61st percentile among comparable filings
- Asset growth: 5.2% per year; rating input score 100; 59th percentile among comparable filings
Details
- What they do: 5 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 79.8% of revenue deployed · 94.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $77K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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 — Sustainability: Officer compensation ratio scored 56/100.