Civic Intelligence

Bates School Parent-Teacher Organization

990EZ • Fiscal year 2023 • EIN 04-6196051

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 28, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-7.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-62%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$163,124

Down $12,889 (-7.3%) from 2022

Net Assets

Down

$163,124

Down $12,889 (-7.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$67,656

Down $109,384 (-62%) from 2022

Expenses

Up

$84,033

Up $26,006 (+45%) from 2022

Net Income

Down

-$16,377

Down $135,390 (-114%) from 2022

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

2023

Assets$163,124
Liabilities$0
Net Assets$163,124

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

2023

Revenue$67,656
Expenses$84,033
Net Income-$16,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 28, 2023
Return Version
2022v5.0
Gross Receipts
$84,412
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$5,000$78,868
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE TIROZZICo-PresidentPT$0--
DANIELLE COMELLACo-PresidentPT$0--
MICHELLE BENFERCo-Vice PresPT$0--
MICHELLE ERBCo-Vice PresPT$0--
JESSICA PRATTCo-TreasurerPT$0--
THERESA MORRISONCo-TreasurerPT$0--
CAROLINE PRETYMANSecretaryPT$0--
TORREY FAZEN DIPIETRODirectorPT$0--
MEGHAN HARNEYDirectorPT$0--
ANGELA LALIBERTEDirectorPT$0--
RACHEL VORISDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkin Fair$55,114$33,880$7,519$26,361
Total Events$55,114$33,880$15,876$18,004
Filing and Contact Details

Filer

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

Signing Officer

Name
Jill Garrison
Title
Co-treasurer
Phone
7814466260
Signed
2023-11-28
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY STE 201, CHELMSFORD, MA 01824-4187
Preparer
Mary M Linskey
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses admin exp and supplies 847 information technology 2,250 insurance 318 field trips 4,443 curriculum & support 17,969 family program 6,154 dues & contributions 1,815 gifts & hospitality 179 classroom supplies & tech 24,947 other program expenses 17,911 total 76,833

Form 990-ez, Part I, Line 20

Prior period adjustment 3,488

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 Appendix214 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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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION-RELATED SUPPORT AND SERVICES TO THE STUDENTS AND STAFF OF THE KATHARINE LEE BATES ELEMENTARY SCHOOL LOCATED IN WELLESLEY, MASSACHUSETTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMIN EXP AND SUPPLIES 847 INFORMATION TECHNOLOGY 2,250 INSURANCE 318 FIELD TRIPS 4,443 CURRICULUM & SUPPORT 17,969 FAMILY PROGRAM 6,154 DUES & CONTRIBUTIONS 1,815 GIFTS & HOSPITALITY 179 CLASSROOM SUPPLIES & TECH 24,947 OTHER PROGRAM EXPENSES 17,911 TOTAL 76,833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 3,488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE EDUCATION-RELATED SUPPORT AND SERVICES TO THE STUDENTS AND STAFF OF THE KATHARINE LEE BATES ELEMENTARY SCHOOL LOCATED IN WELLESLEY, MASSACHUSETTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL GARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814466260
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042917204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSTISS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 OMNI WAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELMSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018244187
ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY M LINSKEY
ReturnHeader/ReturnTs02023-12-19T09:11:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARRISON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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