FRIENDS OF THE WALTHAM FAMILY SCHOOL INC: Form 990, tax year 2023
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- Organization
- FRIENDS OF THE WALTHAM FAMILY SCHOOL INC (EIN 46-2772840)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-27
- IRS object ID
- 202500589349301310
- 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 | 2025-02-27T11:19:51-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042629635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BACALLCONNIFF INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462772840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE WALTHAM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | SCHOOL INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 7813143367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 MOODY STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7813143367 | PhoneNum |
| Signature | 2025-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFERY E RICHARDS CPA | PreparerPersonNm |
| PTIN | P01301625 | PTIN |
| Phone | 6173673250 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 RAVENSWOOD ROAD | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $215,074 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WALTHAMFAMILYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST WITH THE SUSTAINABILITY PLAN TO FILL IN REMAINING FINANCES NEEDED TO FUND THE WALTHAM FAMILY SCHOOL'S BUDGET. WALTHAM FAMILY SCHOOL EMPOWERS ENGLISH LANGUAGE LEARNER FAMILIES TO BE LITERATE, SELF-SUFFICIENT, AND CONNECTED TO THE GREATER WALTHAM COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $133,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $139,435 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,077 | PYOtherRevenueAmt |
| CY Other Revenue | $52,940 | CYOtherRevenueAmt |
| PY Total Revenue | $194,165 | PYTotalRevenueAmt |
| CY Total Revenue | $208,528 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $155,303 | PYOtherExpensesAmt |
| CY Other Expenses | $190,919 | CYOtherExpensesAmt |
| PY Total Expenses | $155,303 | PYTotalExpensesAmt |
| CY Total Expenses | $190,919 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,862 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $610,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $679,351 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $610,025 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $679,351 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSIST WITH THE SUSTAINABILITY PLAN TO FILL IN REMAINING FINANCES NEEDED TO FUND THE WALTHAM FAMILY SCHOOL'S BUDGET. WALTHAM FAMILY SCHOOL EMPOWERS ENGLISH LANGUAGE LEARNER FAMILIES TO BE LITERATE, SELF-SUFFICIENT, AND CONNECTED TO THE GREATER WALTHAM COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $180,500 | ExpenseAmt |
| Desc | TO ASSIST WITH THE SUSTAINABILITY PLAN TO FILL IN REMAINING FINANCES NEEDED TO FUND THE WALTHAM FAMILY SCHOOL'S BUDGET, WALTHAM FAMILY SCHOOL EMPOWERS ENGLISH LANGUAGE LEARNER FAMILIES TO BE LITERATE, SELF-SUFFICIENT, AND CONNECTED TO THE GREATER WALTHAM COMMUNITY. | Desc |
| Total Program Service Expenses | $180,500 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KING | PersonNm |
| Phone | 7813143367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 RAVENSWOOD ROAD | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TRACY MCMAHON | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GWEN POJASEK | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID KING | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATE TRANQUADA | ||||||
| CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE CHEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN LUCKEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXA CUELLAR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY SCHAFFER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELAINE WONG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $139,435 | AllOtherContributionsAmt |
| Total Contributions | $139,435 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,153 | TotalRevenueColumnAmt |
| Exclusion | $16,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,486 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,546 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,940 | TotalRevenueColumnAmt |
| Exclusion | $52,940 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,528 | TotalRevenueColumnAmt |
| Exclusion | $69,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,423 | TotalAmt |
| Management And General | $5,423 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,787 | TotalAmt |
| Program Services | $6,787 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,765 | TotalAmt |
| Program Services | $12,765 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DEVELOPMENT | $62,086 | $62,086 |
| METROWEST SALARY GRANT | $36,088 | $36,088 |
| PRESTON FURNITURE | $25,000 | $25,000 |
| CDGB SALARIES | $13,000 | $13,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,770 | TotalAmt |
| Program Services | $24,774 | ProgramServicesAmt |
| Management And General | $4,996 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,919 | TotalAmt |
| Program Services | $180,500 | ProgramServicesAmt |
| Management And General | $10,419 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,103 | BOYAmt |
| EOY | $15,642 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,497 | BOYAmt |
| EOY | $225,931 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,425 | BOYAmt |
| EOY | $437,778 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,025 | BOYAmt |
| EOY | $679,351 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,973 | BOYAmt |
| EOY | $443,038 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,052 | BOYAmt |
| EOY | $236,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,025 | BOYAmt |
| EOY | $679,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,025 | BOYAmt |
| EOY | $679,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $51,717 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $108,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,435 | CurrentTaxYearAmt |
| Total | $708,980 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,486 | CurrentTaxYearAmt |
| Total | $234,830 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $188,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $198,921 | CurrentTaxYearAmt |
| Total | $943,810 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,925 | CurrentTaxYearAmt |
| Total | $81,422 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,925 | CurrentTaxYearAmt |
| Total | $81,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $862,388 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,153 | CurrentTaxYearAmt |
| Total | $40,435 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,153 | CurrentTaxYearAmt |
| Total | $40,435 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $234,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,074 | CurrentTaxYearAmt |
| Total | $984,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.53970 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FIESTA | Event1Nm |
| Gross Receipts Event1 | $59,486 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $59,486 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,546 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $59,486 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $59,486 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,546 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,546 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,940 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO ASSIST WITH THE SUSTAINABILITY PLAN TO FILL IN REMAINING FINANCES NEEDED TO FUND THE WALTHAM FAMILY SCHOOL'S BUDGET. WALTHAM FAMILY SCHOOL EMPOWERS ENGLISH LANGUAGE LEARNER FAMILIES TO BE LITERATE, SELF-SUFFICIENT, AND CONNECTED TO THE GREATER WALTHAM COMMUNITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT TAX RETURN IS REVIEWED BY TREASURER ON BEHALF OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY REVIEWED ANNUALLY |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE ON REQUEST AND TAX RETURNS ARE AVAILABLE ON THE WEBSITE OF THE ATTORNEY GENERAL OF MASSACHUSETTS |
| FORM 990, PART IX, LINE 24E | MBK EXPENSES 10,000 0 0 SCHOLARSHIP 2,843 0 0 RUNNING BROOK BUS 2,600 0 0 PRINTING 0 2,588 0 MUSIC PROGRAM 2,524 0 0 LINDA KING INTERNS 2,452 0 0 BOOKS & SUPPLIES 2,235 0 0 FIELD TRIPS 1,857 0 0 INSURANCE 0 698 0 FEES & CHARGES 0 655 0 DISCRETIONARY 0 654 0 OFFICE 0 309 0 FAMILY SUPPORT 263 0 0 STATE FILING FEES 0 72 0 DUES 0 20 0 TOTAL 24,774 4,996 0 |