Civic Intelligence

Bates School Parent-Teacher Organization

990 • Fiscal year 2022 • EIN 04-6196051

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization ProfileN/A
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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

209%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

245%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$176,013

Up $119,013 (+209%) from 2021

Net Assets

Up

$176,013

Up $119,013 (+209%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$177,040

Up $125,710 (+245%) from 2021

Expenses

Up

$58,027

Up $14,916 (+35%) from 2021

Net Income

Up

$119,013

Up $110,794 (+1348%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2022

Assets$176,013
Liabilities$0
Net Assets$176,013
Open 2022 Filing

Operations Trend

Revenue Growth93rd percentile

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

2022

Revenue$177,040
Expenses$58,027
Net Income$119,013
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$224,837
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,988$176,013▲ $119,025
Savings and Temporary Cash Investments$12--
Total Assets$57,000$176,013▲ $119,013
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,000$176,013▲ $119,013
Total Net Assets Fund Balance$57,000$176,013▲ $119,013
Total Liabilities and Net Assets / Fund Balance$57,000$176,013▲ $119,013
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Meghan HarneyCo-president
Torrey Fazen DipietroCo-president
Jana RummingerDirector
Rachel VorisDirector
Stephanie Mallinger-dolanDirector
Jessica PrattCo-treasurer
Theresa MorrisonCo-treasurer
Danielle ComellaCo-vice Pres
Denise TirozziCo-vice Pres
Caroline PretymanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$54,385
Program Service Revenue
$5,830
Investment Income
$10
Other Revenue
$116,815
All Other Contributions
$19,782
Change in Net Assets
$119,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,527
Grants and Similar Amounts Paid$3,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,255--$6,255
All Other Expenses$4,603--$4,603
Grants to Domestic Individuals$3,500--$3,500
Fees for Services Management-$2,400-$2,400
Information Technology-$2,042-$2,042
Office Expenses$900$691-$1,591
Insurance-$318-$318
Total Functional Expenses$52,576$5,451$0$58,027
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,710
Fundraising Direct Expenses$46,302
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$139,860$127,017$2,929$124,088
Pumpkin Fair$54,356$32,596$9,685$22,911
Total Events$194,216$159,613$46,302$113,311
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the treasurer of the organization who recommends approval for filing by full board of directors”

Form 990, Page 6, Part VI, Line 12C

“Client has not had to enforce conflict of interest policies since no significant vendor procurement has occurred.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

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

Signing Officer

Name
Theresa Morrison
Title
Co-treasurer
Phone
7814466260
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Morrison
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
40

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824-4141
Preparer
Richard B Dionne
Phone
9784522500
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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0202962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0139001
IRS990ScheduleA/Total509Grp/TotalAmt0579340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0202972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0139077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0579573
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034603
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021760
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046302
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01200
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PUMPKIN FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt022307
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01596
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt023903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0139860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt054356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0194216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0127017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0159613
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0113311
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06960
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0929
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt07889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02929
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09685
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0696
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0696
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION WHO RECOMMENDS APPROVAL FOR FILING BY FULL BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLIENT HAS NOT HAD TO ENFORCE CONFLICT OF INTEREST POLICIES SINCE NO SIGNIFICANT VENDOR PROCUREMENT HAS OCCURRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt057000
IRS990/TotalAssetsEOYAmt0176013
IRS990/TotalAssetsGrp/BOYAmt057000
IRS990/TotalAssetsGrp/EOYAmt0176013
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054385
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052576
IRS990/TotalFunctionalExpensesGrp/TotalAmt058027
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt057000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0176013
IRS990/TotalProgramServiceExpensesAmt052576
IRS990/TotalProgramServiceRevenueAmt05830
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06247
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177040
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt057000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0176013
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 ELMWOOD ROAD
IRS990/USAddress/CityNm0WELLESLEY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002481
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814466260
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/AddressLine1Txt06 OMNI WAY SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018244141
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DIONNE
ReturnHeader/ReturnTs02022-11-14T16:20:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THERESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRISON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,013
Liabilities
$0
Net assets
$176,013
Revenue
$177,040
Expenses
$58,027
Net income
$119,013
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