Civic Intelligence

Bach PTO

990 • Fiscal year 2020 • EIN 38-3364670

Aug 01, 2019 to Jul 31, 2020 • Filed on Oct 27, 2020

600 W Jefferson StAnn Arbor, MI 48103

(734) 994-1949

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

9.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-35%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$43,826

Up $3,618 (+9.0%) from 2019

Net Assets

Up

$43,826

Up $3,511 (+8.7%) from 2019

Liabilities

Up

$0

Up $107 (+100%) from 2019

Revenue

Down

$51,947

Down $28,129 (-35%) from 2019

Expenses

Down

$48,437

Down $23,100 (-32%) from 2019

Net Income

Down

$3,510

Down $5,029 (-59%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $29,028Liabilities 2011: $11,200Net Assets 2011: $17,8282011Assets 2012: $34,935Liabilities 2012: $11,808Net Assets 2012: $23,1272012Assets 2013: $38,326Liabilities 2013: $11,188Net Assets 2013: $27,1382013Assets 2014: $42,662Liabilities 2014: $11,450Net Assets 2014: $31,2122014Assets 2015: $83,095Liabilities 2015: $10,375Net Assets 2015: $72,7202015Assets 2016: $104,796Liabilities 2016: $9,621Net Assets 2016: $95,1752016Assets 2017: $31,957Liabilities 2017: $7,285Net Assets 2017: $24,6722017Assets 2018: $31,959Liabilities 2018: $7,285Net Assets 2018: $24,6742018Assets 2019: $40,208Liabilities 2019: -$107Net Assets 2019: $40,3152019Assets 2020: $43,826Liabilities 2020: $0Net Assets 2020: $43,8262020Assets 2021: $50,252Liabilities 2021: $0Net Assets 2021: $50,2522021Assets 2022: $52,199Liabilities 2022: $0Net Assets 2022: $52,1992022Assets 2023: $58,690Liabilities 2023: $0Net Assets 2023: $58,6902023Assets 2024: $55,293Liabilities 2024: $0Net Assets 2024: $55,2932024Assets 2025: $61,616Liabilities 2025: $0Net Assets 2025: $61,6162025

Highlighted filing

2020

Assets$43,826
Liabilities$0
Net Assets$43,826

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $58,669Expenses 2011: $56,892Net Income 2011: $1,7772011Revenue 2012: $71,251Expenses 2012: $65,952Net Income 2012: $5,2992012Revenue 2013: $65,357Expenses 2013: $61,346Net Income 2013: $4,0112013Revenue 2014: $65,538Expenses 2014: $61,464Net Income 2014: $4,0742014Revenue 2015: $99,353Expenses 2015: $57,845Net Income 2015: $41,5082015Revenue 2016: $75,162Expenses 2016: $52,707Net Income 2016: $22,4552016Revenue 2017: $44,682Expenses 2017: $115,185Net Income 2017: -$70,5032017Revenue 2018: $52,882Expenses 2018: $52,880Net Income 2018: $22018Revenue 2019: $80,076Expenses 2019: $71,537Net Income 2019: $8,5392019Revenue 2020: $51,947Expenses 2020: $48,437Net Income 2020: $3,5102020Revenue 2021: $35,218Expenses 2021: $28,792Net Income 2021: $6,4262021Revenue 2022: $54,343Expenses 2022: $53,254Net Income 2022: $1,0892022Revenue 2023: $67,605Expenses 2023: $61,114Net Income 2023: $6,4912023Revenue 2024: $68,512Expenses 2024: $71,909Net Income 2024: -$3,3972024Revenue 2025: $73,241Expenses 2025: $66,918Net Income 2025: $6,3232025

Highlighted filing

2020

Revenue$51,947
Expenses$48,437
Net Income$3,510
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$51,947
Mission and Program Overview

Mission

Educational support of bach school

Educational support of bach elementary school in ann arbor, mi

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$34,641-
Cash and Non-Interest-Bearing Accounts$40,208$9,185▼ $31,023
Total Assets$40,208$43,826▲ $3,618
Liabilities
Other Liabilities$478--
Accounts Payable and Accrued Expenses$-585--
Total Liabilities$-107$0▲ $107
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$40,315$43,826▲ $3,511
Total Net Assets Fund Balance$40,315$43,826▲ $3,511
Total Liabilities and Net Assets / Fund Balance$40,208$43,826▲ $3,618
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eliza Wilson PowersCo-president
Liisa LuskCo-president
Lauren MillerGrade Repres
Lauryn RochlenGrade Repres
Sara BrittParent Coord
Chris SarahaPto Council
Jason EllisSecretary
Rebecca L PetersonTreasurer
Dara MosesVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$39,306
Program Service Revenue
$12,610
Investment Income
$31
Other Revenue
$0
All Other Contributions
$39,306
Change in Net Assets
$3,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$23,716--$23,716
Other Expenses$4,737--$4,737
Fees for Services Accounting$755$650-$1,405
Insurance$494--$494
Total Functional Expenses$47,787$650$0$48,437
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

All parents and guardians, who have children in attendance at bach school as well as teachers at bach school, shall be members of the organization and shall be entitled to vote during meetings and for the election of officers. All officials of bach school shall be ex-officio members without a vote.

Form 990, Page 6, Part VI, Line 7A

The officers are elected by the plurality of the votes of members present at the may pto meeting, when elections occur. Interim vacancies of officer positions can be filled by a plurality vote of members at any pto meeting.

Form 990, Page 6, Part VI, Line 7B

The pto executive board, which, as part of its duties, establishes committees, consists of the officers (that is, the governing body) plus one or two teacher representatives. The principal serves as an ex-officio member of the executive board. The annual budget must be approved by 2/3 majority vote of those members present at the october pto meeting. The by- laws similarly may be amended by a 2/3 majority vote of the members present at any meeting.

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

The treasurer reviews form 990 before submission

Form 990, Page 6, Part VI, Line 19

The bylaws and financial reports are available for download on the organization's website www.bachpto.org

Filing and Contact Details

Filer

Filer Name
Bach Pto
EIN
38-3364670
Phone
7349941949
Address
600 W JEFFERSON ST, ANN ARBOR, MI 48103

Signing Officer

Name
Rebecca L Peterson
Title
Treasurer
Signed
2020-10-27

Organization Details

Principal Officer
Liisa Lusk
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
75

Preparer

Firm
Ann Arbor Tax Service
Address
1955 PAULINE SUITE 40, ANN ARBOR, MI 48103-2439
Preparer
Frederic Farrand
Phone
7347618144
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Grounds and bldg imprvmts 3,769 0 0 bach wish list 3,469 0 0 curriculum 3,394 0 0 specials funding 2,457 0 0 field trips/speakers 2,318 0 0 covid relief expenses 1,800 0 0 familes in need 1,596 0 0 camp expenses 1,283 0 0 miscellaneous 1,188 0 0 professional developement 1,159 0 0 main office allocation 909 0 0 website exp. 196 0 0 dues and fees 89 0 0 service charges 79 0 0 child care 10 0 0 total 23,716 0 0

Raw XML Appendix348 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PARENTS AND GUARDIANS, WHO HAVE CHILDREN IN ATTENDANCE AT BACH SCHOOL AS WELL AS TEACHERS AT BACH SCHOOL, SHALL BE MEMBERS OF THE ORGANIZATION AND SHALL BE ENTITLED TO VOTE DURING MEETINGS AND FOR THE ELECTION OF OFFICERS. ALL OFFICIALS OF BACH SCHOOL SHALL BE EX-OFFICIO MEMBERS WITHOUT A VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS ARE ELECTED BY THE PLURALITY OF THE VOTES OF MEMBERS PRESENT AT THE MAY PTO MEETING, WHEN ELECTIONS OCCUR. INTERIM VACANCIES OF OFFICER POSITIONS CAN BE FILLED BY A PLURALITY VOTE OF MEMBERS AT ANY PTO MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTO EXECUTIVE BOARD, WHICH, AS PART OF ITS DUTIES, ESTABLISHES COMMITTEES, CONSISTS OF THE OFFICERS (THAT IS, THE GOVERNING BODY) PLUS ONE OR TWO TEACHER REPRESENTATIVES. THE PRINCIPAL SERVES AS AN EX-OFFICIO MEMBER OF THE EXECUTIVE BOARD. THE ANNUAL BUDGET MUST BE APPROVED BY 2/3 MAJORITY VOTE OF THOSE MEMBERS PRESENT AT THE OCTOBER PTO MEETING. THE BY- LAWS SIMILARLY MAY BE AMENDED BY A 2/3 MAJORITY VOTE OF THE MEMBERS PRESENT AT ANY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER REVIEWS FORM 990 BEFORE SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BYLAWS AND FINANCIAL REPORTS ARE AVAILABLE FOR DOWNLOAD ON THE ORGANIZATION'S WEBSITE WWW.BACHPTO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GROUNDS AND BLDG IMPRVMTS 3,769 0 0 BACH WISH LIST 3,469 0 0 CURRICULUM 3,394 0 0 SPECIALS FUNDING 2,457 0 0 FIELD TRIPS/SPEAKERS 2,318 0 0 COVID RELIEF EXPENSES 1,800 0 0 FAMILES IN NEED 1,596 0 0 CAMP EXPENSES 1,283 0 0 MISCELLANEOUS 1,188 0 0 PROFESSIONAL DEVELOPEMENT 1,159 0 0 MAIN OFFICE ALLOCATION 909 0 0 WEBSITE EXP. 196 0 0 DUES AND FEES 89 0 0 SERVICE CHARGES 79 0 0 CHILD CARE 10 0 0 TOTAL 23,716 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt040208
IRS990/TotalAssetsEOYAmt043826
IRS990/TotalAssetsGrp/BOYAmt040208
IRS990/TotalAssetsGrp/EOYAmt043826
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039306
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0650
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047787
IRS990/TotalFunctionalExpensesGrp/TotalAmt048437
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-107
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0-107
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043826
IRS990/TotalProgramServiceExpensesAmt047787
IRS990/TotalProgramServiceRevenueAmt012610
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012641
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051947
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040208
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043826
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 W JEFFERSON
IRS990/USAddress/CityNm0ANN ARBOR
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048103
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTPS://BACHPTO.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA L PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BACH PTO
ReturnHeader/Filer/BusinessNameControlTxt0BACH
ReturnHeader/Filer/EIN0383364670
ReturnHeader/Filer/PhoneNum07349941949
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 W JEFFERSON ST
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08CABC6C10480117EEE2FB925D2899714AA3F0631
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08CABC6C10480117EEE2FB925D2899714AA3F0631
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.37.206.157
ReturnHeader/FilingSecurityInformation/IPDt02020-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:35:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382557136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANN ARBOR TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01955 PAULINE SUITE 40
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481032439
ReturnHeader/PreparerPersonGrp/PhoneNum07347618144
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERIC FARRAND
ReturnHeader/ReturnTs02020-11-30T07:35:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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.$0.62$0.00$0.62$0.73$0.67$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.69$0.72$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.68$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.54$0.53$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.35$0.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.52$0.48$0.04
2019Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.80$0.72$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.07$0.25$0.53$0.53$0.00
2017Summary only. Only limited summary data is available for this year.$0.32$0.07$0.25$0.45$1.15$0.71
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.10$0.95$0.75$0.53$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.10$0.73$0.99$0.58$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.11$0.31$0.66$0.61$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.11$0.27$0.65$0.61$0.04
2012Summary only. Only limited summary data is available for this year.$0.35$0.12$0.23$0.71$0.66$0.05
2011Summary only. Only limited summary data is available for this year.$0.29$0.11$0.18$0.59$0.57$0.02