Civic Intelligence

Bates School Parent-Teacher Organization

990EZ • Fiscal year 2021 • EIN 04-6196051

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

116 Elmwood RoadWellesley, MA 02481

(781) 446-6260

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-29%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$57,000

Up $8,219 (+17%) from 2020

Net Assets

Up

$57,000

Up $8,219 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$51,330

Down $20,783 (-29%) from 2020

Expenses

Down

$43,111

Down $26,158 (-38%) from 2020

Net Income

Up

$8,219

Up $5,375 (+189%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $37,000Liabilities 2011: $0Net Assets 2011: $37,0002011Assets 2012: $83,789Liabilities 2012: $0Net Assets 2012: $83,7892012Assets 2013: $76,439Liabilities 2013: $0Net Assets 2013: $76,4392013Assets 2014: $127,137Liabilities 2014: $0Net Assets 2014: $127,1372014Assets 2015: $110,425Liabilities 2015: $0Net Assets 2015: $110,4252015Assets 2016: $109,877Liabilities 2016: $0Net Assets 2016: $109,8772016Assets 2017: $61,674Liabilities 2017: $0Net Assets 2017: $61,6742017Assets 2018: $59,036Liabilities 2018: $0Net Assets 2018: $59,0362018Assets 2019: $45,937Liabilities 2019: $0Net Assets 2019: $45,9372019Assets 2020: $48,781Liabilities 2020: $0Net Assets 2020: $48,7812020Assets 2021: $57,000Liabilities 2021: $0Net Assets 2021: $57,0002021Assets 2022: $176,013Liabilities 2022: $0Net Assets 2022: $176,0132022Assets 2023: $163,124Liabilities 2023: $0Net Assets 2023: $163,1242023Assets 2024: $200,499Net Assets 2024: $200,4992024Assets 2025: $201,784Net Assets 2025: $201,7842025

Highlighted filing

2021

Assets$57,000
Liabilities$0
Net Assets$57,000

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $69,103Expenses 2011: $89,770Net Income 2011: -$20,6672011Revenue 2012: $126,880Expenses 2012: $80,091Net Income 2012: $46,7892012Revenue 2013: $78,645Expenses 2013: $85,995Net Income 2013: -$7,3502013Revenue 2014: $141,245Expenses 2014: $90,547Net Income 2014: $50,6982014Revenue 2015: $67,483Expenses 2015: $84,247Net Income 2015: -$16,7642015Revenue 2016: $108,943Expenses 2016: $109,491Net Income 2016: -$5482016Revenue 2017: $70,122Expenses 2017: $118,325Net Income 2017: -$48,2032017Revenue 2018: $101,995Expenses 2018: $104,633Net Income 2018: -$2,6382018Revenue 2019: $75,533Expenses 2019: $88,632Net Income 2019: -$13,0992019Revenue 2020: $72,113Expenses 2020: $69,269Net Income 2020: $2,8442020Revenue 2021: $51,330Expenses 2021: $43,111Net Income 2021: $8,2192021Revenue 2022: $177,040Expenses 2022: $58,027Net Income 2022: $119,0132022Revenue 2023: $67,656Expenses 2023: $84,033Net Income 2023: -$16,3772023Revenue 2024: $109,372Expenses 2024: $71,997Net Income 2024: $37,3752024Revenue 2025: $86,628Expenses 2025: $85,884Net Income 2025: $7442025

Highlighted filing

2021

Revenue$51,330
Expenses$43,111
Net Income$8,219
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Gross Receipts
$56,275
Mission and Program Overview

Mission

To provide education-related support and services to the students and staff of the katharine lee bates elementary school located in wellesley, massachusetts.

Program Services

DescriptionGrantsExpenses
GRANTS TO AND EXPENDITURES FOR THE BENEFIT OF THE KATHARINE LEE BATES ELEMENTARY SCHOOL TO INCREASE UNDERSTANDING OF CHILDREN AND EDUCATION IN ORDER TO PROMOTE BEST EDUCATION THROUGH FINANCIAL SUPPORT AND VOLUNTEER EFFORTS AND TO FACILITATE COMMUNICATIONS BETWEEN HOME, SCHOOL, AND COMMUNITY-$37,236
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANA RUMMINGERCo-PresidentPT$0--
ERIN JOHNSONCo-PresidentPT$0--
TORREY FAZEN DIPIETROCo-Vice PresPT$0--
MEGHAN HARNEYCo-Vice PresPT$0--
JENNIFER GREENAdvisorPT$0--
CHRISTINE FARLEYCo-TreasurerPT$0--
CARISSA WONG-SAUVECo-TreasurerPT$0--
JIE GAODirectorPT$0--
KAREN GURIANDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$25,833-$369-
Total Events$25,833-$369$-369
Filing and Contact Details

Filer

Filer Name
Bates School
EIN
04-6196051
Phone
7814466260
Address
116 ELMWOOD ROAD, WELLESLEY, MA 02481

Signing Officer

Name
Jennifer Green
Title
Advisor
Phone
7814466260
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET 3RD FLOOR, LOWELL, MA 01851-2701
Preparer
Richard B Dionne
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses admin exp and supplies 3,488 dues & contributions 1,765 gifts & hospitality 234 classroom supplies & tech sup 20,233 other program expenses 4,831 misc. Expenses 1,237 curriculum & student support 8,233 total 40,021

Form 990-ez, Part III

To provide education-related support and services to the students and staff of the katharine lee bates elementary school located in wellesley, massachusetts.

Form 990-ez, Part III, Line 28

Grants to and expenditures for the benefit of the katharine lee bates elementary school to increase understanding of children and education in order to promote best education through financial support and volunteer efforts and to facilitate communications between home, school, and community

Raw XML Appendix199 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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CompensationExplanation/CompensationExplanationGrp/PersonNm1ERIN JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2TORREY FAZEN DIPIETRO
CompensationExplanation/CompensationExplanationGrp/PersonNm3MEGHAN HARNEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENNIFER GREEN
CompensationExplanation/CompensationExplanationGrp/PersonNm5CHRISTINE FARLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6CARISSA WONGSAUVE
CompensationExplanation/CompensationExplanationGrp/PersonNm7JIE GAO
CompensationExplanation/CompensationExplanationGrp/PersonNm8KAREN GURIAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIN JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGHAN HARNEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION-RELATED SUPPORT AND SERVICES TO THE STUDENTS AND STAFF OF THE KATHARINE LEE BATES ELEMENTARY SCHOOL LOCATED IN WELLESLEY, MASSACHUSETTS.
IRS990EZ/PrintingPublicationsPostageAmt01940
IRS990EZ/ProgramServiceRevenueAmt01751
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037236
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02445
IRS990EZ/SpecialEventsNetIncomeLossAmt01781
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043111
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IRS990EZ/TotalRevenueAmt051330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045909
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0270994
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt076
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0103
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08064
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0326
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0467757
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056275
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0139001
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IRS990ScheduleA/Total509Grp/TotalAmt0467757
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087855
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0139077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091482
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-369
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0369
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMIN EXP AND SUPPLIES 3,488 DUES & CONTRIBUTIONS 1,765 GIFTS & HOSPITALITY 234 CLASSROOM SUPPLIES & TECH SUP 20,233 OTHER PROGRAM EXPENSES 4,831 MISC. EXPENSES 1,237 CURRICULUM & STUDENT SUPPORT 8,233 TOTAL 40,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE EDUCATION-RELATED SUPPORT AND SERVICES TO THE STUDENTS AND STAFF OF THE KATHARINE LEE BATES ELEMENTARY SCHOOL LOCATED IN WELLESLEY, MASSACHUSETTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS TO AND EXPENDITURES FOR THE BENEFIT OF THE KATHARINE LEE BATES ELEMENTARY SCHOOL TO INCREASE UNDERSTANDING OF CHILDREN AND EDUCATION IN ORDER TO PROMOTE BEST EDUCATION THROUGH FINANCIAL SUPPORT AND VOLUNTEER EFFORTS AND TO FACILITATE COMMUNICATIONS BETWEEN HOME, SCHOOL, AND COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07814466260
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATES SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0BATE
ReturnHeader/Filer/EIN0046196051
ReturnHeader/Filer/PhoneNum07814466260
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ELMWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01115 WESTFORD STREET 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018512701
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DIONNE
ReturnHeader/ReturnTs02021-10-14T11:13:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.87$0.86$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.00$2.00$1.09$0.72$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.68$0.84$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.77$0.58$1.19
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.51$0.43$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.72$0.69$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.76$0.89$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.02$1.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.70$1.18$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.09$1.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.67$0.84$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.41$0.91$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.79$0.86$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$1.27$0.80$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.69$0.90$0.21