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Wellesley Friendly Aid Association

Tax-deductible

Wellesley, MA501(c)(3)EIN 04-2105815Revenue $348K in FY2024

On file with the IRSwellesleyfriendlyaid.org219 Washington St, 02481-3105 · Wellesley, MATax-exempt since Oct 1974Church — 170(b)(1)(A)(i)

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Wellesley Friendly Aid Association is a community-based, non-profit organization that works to improve the well-being and quality of life of the residents of Wellesley, massachusetts. Through our evolving range of programs and services, made available both directly and in collaboration with other organizations and agencies, we offer assistance to Wellesley individuals and families of all incomes and ages who have a variety of unmet needs.

501(c)(3) charity; gifts are tax-deductible.
56¢ of each $1 spent went to programs.
Run by 26 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $41K a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $2K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$43K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$348K
+58% vs prior year
Spent
$227K
To programs
56%
Net assets
$758K
By yearFY2020–FY2024
Revenue
$348K
FY2024▲ +58%
Tap a bar for its year
Revenue by fiscal year
FY2020$174K
FY2021$216K
FY2022$234K
FY2023$220K
FY2024$348K
Expenses
$227K
FY2024▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$148K
FY2021$168K
FY2022$209K
FY2023$234K
FY2024$227K
Net assets
$758K
FY2024▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020$549K
FY2021$616K
FY2022$588K
FY2023$613K
FY2024$758K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

56 cents of each dollar spent went to programs.

Program services 56% · $128K Management & general 35% · $81K Fundraising 8% · $19K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Peter Johannsen
Vice Preside
$0Pt VII · Sec A
Leo Swift
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Alison Bedenkop
Director/Tre
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Wellesley Friendly Aid Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves resident well-being and quality of life through diverse assistance programs.

Questions for Wellesley Friendly Aid Association

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Provided by the organization

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3 programs · $128K · in their own filed words · FY2024
01

Summer Camp Subsidies

The organization provides for children in need to attend summer camp.

$73Kprogram expense
02

Community Aid and Related Programs

Provides medical equipment to those in need; provides emergency assistance to residents in financial hardship; and provides grocery vouchers to families in need at the holidays.

$48Kprogram expense
03

Wellesley Connects

Bridges the opportunity for first generation college- bound wellesley high school students who want to make college and post- secondary plans a success.

$7Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Kahn Family Charitable FoundationFY2025$1K
The Tidor Family Foundation ImaFY2025$500
Total grants receivedfrom 2 funders$2K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$348K
Ln 12
Gifts and grantsLn 1h$214K
Other incomeLn 4–11$110K
Investment incomeLn 3$23K
Money outPt IX
$227K
Ln 25
Programscol B$128K
Managementcol C$81K
Fundraisingcol D$19K
Owns and owesPt X
$758K
net assets · Ln 32
Cash and savingsLn 1–2$164K
Total assetsLn 16$801K
LiabilitiesLn 26$43K
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$214K
Investment incomeLn 3$23K
Other incomeLn 4–11$110K
Gains on assetsLn 7$6K
Total revenueLn 12$348K
Assets in detailPt X, end of year
CashLn 1$164K
Cash and savings togetherLn 1–2$164K
InvestmentsLn 11–13$517K
Land, buildings, equipmentLn 10c$111K
Total assetsLn 16$801K
LiabilitiesLn 26$43K
Net assetsLn 32$758K
OperationsPt I, VI
EmployeesI 51
VolunteersI 626
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$95K$164K
InvestmentsLn 11–13$469K$517K
Land, buildings, equipmentLn 10c$75K$111K
Total assetsLn 16$645K$801K
LiabilitiesLn 26$32K$43K
Net assetsLn 32$613K$758K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$69K$27K$27K$14K
Payroll taxesLn 10$6K$3K$2K$1K
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$500$500
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$7K$5K$2K
OccupancyLn 16$18K$18K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$98K$98K
Total functional expensesLn 25$227K$128K$81K$19K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $348K$227K$121K$758K 990 PDF
FY2023 $220K$234K−$14K$613K 990 PDF
FY2022 $234K$209K$25K$588K 990 PDF
FY2021 $216K$168K$48K$616K 990 PDF
FY2020 $174K$148K$25K$549K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $347,945 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $164,464$214,322
I-9 Program service revenue$0
I-10 Investment incomePrior year $10,593$23,162
I-11 Other revenuePrior year $44,952$110,461
I-12 Total revenuePrior year $220,009$347,945
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $70,468$74,454
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $163,363$152,948
I-18 Total expensesPrior year $233,831$227,402
I-19 Revenue less expensesPrior year −$13,822$120,543
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $347,945 across 6 lines filed
VIII-1f All other contributions, gifts and grants$214,322
VIII-1h Total contributions, gifts and grants$214,322
VIII-3 Investment incomeExcluded from tax $17,324$17,324
VIII-6 Net rental income or lossExcluded from tax $110,461$110,461
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,838$5,838
VIII-12 Total revenueExcluded from tax $133,623$347,945
Part IX · Statement of functional expenses $227,402 across 10 lines filed
IX-7 Other salaries and wagesPrograms $27,480 · Management $27,480 · Fundraising $13,740$68,700
IX-10 Payroll taxesPrograms $2,526 · Management $2,152 · Fundraising $1,076$5,754
IX-11c Accounting feesManagement $8,500$8,500
IX-11g Other fees for servicesManagement $500$500
IX-12 Advertising and promotionFundraising $2,013$2,013
IX-13 Office expensesManagement $4,733 · Fundraising $2,158$6,891
IX-16 OccupancyManagement $18,167$18,167
IX-22 Depreciation, depletion and amortizationManagement $6,792$6,792
IX-23 InsuranceManagement $12,272$12,272
IX-24 Other expenses (24a–d)Programs $97,813$97,813
IX-25 Total functional expensesPrograms $127,819 · Management $80,596 · Fundraising $18,987$227,402
Part X · Balance sheet $801,025 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $94,570$163,552
X-4 Accounts receivableStart of year $150$4,540
X-9 Prepaid expenses and deferred chargesStart of year $5,816$4,976
X-10c Land, buildings and equipment, netStart of year $74,587$110,777
X-11 Publicly traded securitiesStart of year $469,429$517,180
X-16 Total assetsStart of year $644,552$801,025
X-17 Accounts payable and accrued expensesStart of year $8,463$18,008
X-25 Other liabilitiesStart of year $23,580$25,365
X-26 Total liabilitiesStart of year $32,043$43,373
X-27 Net assets without donor restrictionsStart of year $589,182$687,811
X-28 Net assets with donor restrictionsStart of year $23,327$69,841
X-32 Total net assets or fund balancesStart of year $612,509$757,652
X-33 Total liabilities and net assetsStart of year $644,552$801,025
Part XI · Reconciliation of net assets $757,652 net assets at year end
XI-1 Total revenue$347,945
XI-2 Total expenses$227,402
XI-3 Revenue less expenses$120,543
XI-4 Net assets at start of year$612,509
XI-5 Net unrealized gains (losses) on investments$24,600
XI-10 Net assets at end of year$757,652

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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