BATES SCHOOL PARENT TEACHER ORGANIZATION (EIN 046196051) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

THERESA MORRISON

Phone

7814466260

Tax Period

2021-07-01 to 2022-06-30

BATES SCHOOL PARENT TEACHER ORGANIZATION is a small nonprofit in the Education sector that reported $177K in total revenue in fiscal year 2021. The organization ran a surplus of $119K, a strong 67% operating margin.

Mission

TO 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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $54,385

Program Service Revenue $5,830

Investment Income $10

Other Revenue $116,815

TOTAL REVENUE $177,040

Expense Breakdown

Grants Paid $3,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,576

Other Expenses $54,527

TOTAL EXPENSES $58,027

Year-over-Year Comparison

	2021	2020	Change
Revenue	$177,040	N/A	N/A
Expenses	$58,027	N/A	N/A
Net Income	$119,013	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TORREY FAZEN DIPIETRO	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
MEGHAN HARNEY	CO-PRESIDENT	10.00	Officer Director	$0	$0	$0
DANIELLE COMELLA	CO-VICE PRES	10.00	Officer Director	$0	$0	$0
DENISE TIROZZI	CO-VICE PRES	10.00	Officer Director	$0	$0	$0
THERESA MORRISON	CO-TREASURER	10.00	Officer Director	$0	$0	$0
JESSICA PRATT	CO-TREASURER	10.00	Officer Director	$0	$0	$0
CAROLINE PRETYMAN	SECRETARY	10.00	Officer Director	$0	$0	$0
JANA RUMMINGER	DIRECTOR	10.00	Director	$0	$0	$0
STEPHANIE MALLINGER-DOLAN	DIRECTOR	10.00	Director	$0	$0	$0
RACHEL VORIS	DIRECTOR	10.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$177,040	$58,027	$176,013	$119,013

BATES SCHOOL PARENT TEACHER ORGANIZATION