Nonprofit · EIN 01-0211781
PRESIDENT AND TRUSTEES OF BATES COLLEGE
Also known as BATES COLLEGE
Tax-exempt · LEWISTON, ME 04240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $242,157,257 | $197,827,483 | $44,329,774 | $918,377,605 | $195,547,432 | $722,830,173 |
| June 30, 2024 | 990 | $192,807,514 | $189,468,466 | $3,339,048 | $887,376,913 | $203,291,343 | $684,085,570 |
| June 30, 2023 | 990 | $192,073,209 | $179,471,899 | $12,601,310 | $880,484,919 | $208,806,102 | $671,678,817 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,251,628
- of which government grants
- $1,874,010
- Program service revenue
- $154,132,972
- Investment income
- $67,999,907
- Net rental income
- -$232,368
- Net gain from sales of assets
- $62,441,713
- Net income from fundraising events
- $5,118
- Other revenue
- -$227,250
Expenses
- Grants and similar amounts paid
- $46,653,424
- Compensation of officers, directors and key employees
- $3,504,046
- Other salaries and wages
- $68,969,043
- Salaries, compensation and benefits (total)
- $94,512,048
- Professional fundraising fees
- $0
- Legal fees
- $856,181
- Accounting fees
- $169,025
- Occupancy
- $7,681,581
- Travel
- $2,805,713
- Depreciation
- $11,455,148
- Program services (functional)
- $171,808,088
- Management and general (functional)
- $20,156,257
- Fundraising (functional)
- $5,863,138
Balance sheet and other
- Total assets, start of year
- $887,376,913
- Total assets, end of year
- $918,377,605
- Total liabilities, end of year
- $195,547,432
- Net assets, end of year
- $722,830,173
- Land, buildings and equipment
- $274,681,532
- Publicly traded securities
- $208,676,042
- Net assets without donor restrictions
- $217,354,221
- Net assets with donor restrictions
- $505,475,952
- Gross unrelated business income
- $1,049,966
- Gross receipts
- $253,489,847
- Employees
- 2,349
- Volunteers
- 2,823
- Year formed
- 1855
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Garry Jenkins | President Trustee or director, Officer | 40 | $686,733 | $156,542 |
| Geoffrey Swift | VP Fin & Admin, Treasurer Officer | 40 | $355,365 | $73,107 |
| Malcolm Hill | VP for Academic Affairs and Dean of the Faculty Key employee | 40 | $295,074 | $88,653 |
| Eric Foushee | Vice President, College Advancement Key employee | 40 | $294,621 | $85,495 |
| Leigh Weisenburger | Dean of Admission and Financial Aid Key employee | 40 | $257,504 | $76,737 |
| A Clayton Spencer | President Emeritus thru 6/30/24 Former | 40 | $272,869 | $52,260 |
| Patricia Schoknecht | VP for Information & Library Services Key employee | 40 | $246,838 | $71,795 |
| Leana Amaez | Vice President, Equity and Inclusion Key employee | 40 | $244,103 | $39,625 |
| Michael Hussey | VP Institutional Affairs and Secretary to the Board of Trustees Key employee | 40 | $202,501 | $72,541 |
| Jason Fein | Director of Athletics Highest-paid employee | 40 | $197,129 | $72,941 |
| Erin Foster Zsiga | Interim VP, Student Affairs thru 12-31-24 Key employee | 40 | $210,922 | $38,569 |
| Natalie Williamson | AVP and Controller Highest-paid employee | 40 | $183,385 | $61,477 |
| Christine Schwartz | Assoc VP Dining Conferences Campus Events Highest-paid employee | 40 | $187,867 | $50,499 |
| Barry Lawson | Professor Highest-paid employee | 40 | $185,866 | $45,154 |
| Dolores O'Higgins | Professor Highest-paid employee | 40 | $183,041 | $44,610 |
32 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelli J Armstrong | Board Member Trustee or director | 1 | $0 |
| Chris Barbin | Board Member Trustee or director | 1 | $0 |
| Hob Brooks Jr | Board Member Trustee or director | 1 | $0 |
| Andrea C Bueschel | Board Member Trustee or director | 1 | $0 |
| Erica Bullard | Board Member Trustee or director | 1 | $0 |
| Ann E Bushmiller | Board Member Trustee or director | 1 | $0 |
| Jeremy Chase | Board Member Trustee or director | 1 | $0 |
| Gregory A Ehret | Board Chair Trustee or director, Officer | 1 | $0 |
| Katherine Segal Frekko | Board Secretary Trustee or director, Officer | 1 | $0 |
| Pranav Ghai | Board Member Trustee or director | 1 | $0 |
| Karen A Gordon | Board Member Trustee or director | 1 | $0 |
| Shannon Griffin | Board Member Trustee or director | 1 | $0 |
| Evelynn M Hammonds | Board Member Trustee or director | 1 | $0 |
| Marc Jaffe | Board Member Trustee or director | 1 | $0 |
| David W Longdon III | Board Member Trustee or director | 1 | $0 |
| Mark D Mandel | Board Member Trustee or director | 1 | $0 |
| David Marchick | Board Member Trustee or director | 1 | $0 |
| Lance Matthiesen | Board Member Trustee or director | 1 | $0 |
| Judith B Miller | Board Member Trustee or director | 1 | $0 |
| Terrence J Murray | Board Member Trustee or director | 1 | $0 |
| Stacey A Rizza | Board Member Trustee or director | 1 | $0 |
| Benjamin E Robinson III | Board Member Trustee or director | 1 | $0 |
| Natalie Rodriquez | Board Member Trustee or director | 1 | $0 |
| Michelle A Rosenberg | Board Member Trustee or director | 1 | $0 |
| John T Rossello Jr | Board Member Trustee or director | 1 | $0 |
| Jason Ryan | Board Member Trustee or director | 1 | $0 |
| Emma Sprague | Board Member Trustee or director | 1 | $0 |
| Garth A L Timoll | Board Member Trustee or director | 1 | $0 |
| Lisa Utzschneider | Board Member Trustee or director | 1 | $0 |
| Anne K Wade | Board Member Trustee or director | 1 | $0 |
| Jean P Wilson | Board Vice Chair Trustee or director, Officer | 1 | $0 |
| Melissa Wilcox Yanagi | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 46 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| A Clayton Spencer | President Emeritus Former | 40 | $910,423 | $108,820 |
| Garry Jenkins | President Trustee or director, Officer | 40 | $436,941 | $66,981 |
| Geoffrey Swift | VP Fin & Admin, Treasurer Officer | 40 | $341,502 | $59,637 |
| Malcolm Hill | VP for Academic Affairs and Dean of the Faculty Key employee | 40 | $291,110 | $86,870 |
| Eric Foushee | Vice President, College Advancement Key employee | 40 | $282,728 | $85,430 |
| Joshua McIntosh | VP Student Affairs, Dean of Students Key employee | 40 | $288,030 | $73,428 |
| Patricia Schoknecht | VP for Information & Library Services Key employee | 40 | $236,864 | $70,580 |
| Leigh Weisenburger | Dean of Admission and Financial Aid Key employee | 40 | $226,607 | $80,536 |
| Tracey Reeves | Vice President, Communications and Marketing Key employee | 40 | $238,498 | $49,448 |
| Michael Hussey | VP Institutional Affairs and Secretary to the Board of Trustees Key employee | 40 | $203,618 | $71,390 |
| Jason Fein | Director of Athletics Highest-paid employee | 40 | $201,135 | $71,459 |
| Hope Burnell | AVP Human Resources, Environmental Health and Safety Highest-paid employee | 40 | $175,330 | $65,431 |
| Marcus Bruce | Professor Highest-paid employee | 40 | $182,487 | $57,418 |
| Christine Schwartz | Assoc VP Dining Conferences Campus Events Highest-paid employee | 40 | $181,723 | $48,970 |
| Lillian Nayder | Professor Highest-paid employee | 40 | $177,748 | $46,236 |
| Leana Amaez | Vice President, Equity and Inclusion Key employee | 40 | $202,482 | $18,268 |
| Kelli J Armstrong | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Barbin | Board Member Trustee or director | 1 | $0 | $0 |
| Andrea C Bueschel | Board Member Trustee or director | 1 | $0 | $0 |
| Erica Bullard | Board Member Trustee or director | 1 | $0 | $0 |
| Ann E Bushmiller | Board Member Trustee or director | 1 | $0 | $0 |
| Jeremy Chase | Board Member Trustee or director | 1 | $0 | $0 |
| Gregory A Ehret | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Katherine Segal Frekko | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Pranav Ghai | Board Member Trustee or director | 1 | $0 | $0 |
| Karen A Gordon | Board Member Trustee or director | 1 | $0 | $0 |
| Shannon Griffin | Board Member Trustee or director | 1 | $0 | $0 |
| Evelynn M Hammonds | Board Member Trustee or director | 1 | $0 | $0 |
| Mark Jaffe | Board Member Trustee or director | 1 | $0 | $0 |
| Erik O Jarnryd | Board Member Trustee or director | 1 | $0 | $0 |
| David W Longdon III | Board Member Trustee or director | 1 | $0 | $0 |
| Mark D Mandel | Board Member Trustee or director | 1 | $0 | $0 |
| Lance Matthiesen | Board Member Trustee or director | 1 | $0 | $0 |
| Judith B Miller | Board Member Trustee or director | 1 | $0 | $0 |
| Terrence J Murray | Board Member Trustee or director | 1 | $0 | $0 |
| Stacey A Rizza | Board Member Trustee or director | 1 | $0 | $0 |
| Benjamin E Robinson III | Board Member Trustee or director | 1 | $0 | $0 |
| Michelle A Rosenberg | Board Member Trustee or director | 1 | $0 | $0 |
| John T Rossello Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Jason Ryan | Board Member Trustee or director | 1 | $0 | $0 |
| Emma Sprague | Board Member Trustee or director | 1 | $0 | $0 |
| Garth A L Timoll | Board Member Trustee or director | 1 | $0 | $0 |
| Lisa Utzschneider | Board Member Trustee or director | 1 | $0 | $0 |
| Anne K Wade | Board Member Trustee or director | 1 | $0 | $0 |
| Jean P Wilson | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| Melissa Wilcox Yanagi | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 44 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| A Clayton Spencer | President Trustee or director, Officer | 40 | $534,753 | $132,502 |
| Geoffrey Swift | VP Fin & Admin, Treasurer Officer | 40 | $332,185 | $53,291 |
| Joshua McIntosh | VP Student Affairs, Dean of Students Key employee | 40 | $288,305 | $56,907 |
| Malcolm Hill | VP for Academic Affairs and Dean of the Faculty Key employee | 40 | $274,983 | $65,032 |
| Sarah Pearson | Vice President, College Advancement Key employee | 40 | $294,373 | $38,848 |
| Eric Foushee | Associate VP for College Advancement Key employee | 40 | $244,146 | $72,433 |
| Leigh Weisenburger | Dean of Admission and Financial Aid Key employee | 40 | $219,018 | $75,482 |
| Patricia Schoknecht | VP for Information & Library Services Key employee | 40 | $225,328 | $65,027 |
| Jason Fein | Director of Athletics Highest-paid employee | 40 | $217,659 | $67,976 |
| Michael Hussey | VP Institutional Affairs and Secretary to the Board of Trustees Key employee | 40 | $183,523 | $65,956 |
| Christine Schwartz | Assoc VP Dining Conferences Campus Events Highest-paid employee | 40 | $185,352 | $46,073 |
| Marcus Bruce | Professor Highest-paid employee | 40 | $174,449 | $53,920 |
| Steven Dillon | Professor Highest-paid employee | 40 | $174,421 | $52,847 |
| Barry Lawson | Professor Highest-paid employee | 40 | $177,165 | $41,787 |
| Kathryn Low | Professor Former | 40 | $148,375 | $45,240 |
| Kelli J Armstrong | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Barbin | Board Member Trustee or director | 1 | $0 | $0 |
| Lisa B Barry | Board Member Trustee or director | 1 | $0 | $0 |
| Andrea C Bueschel | Board Member Trustee or director | 1 | $0 | $0 |
| Erica Bullard | Board Member Trustee or director | 1 | $0 | $0 |
| Ann E Bushmiller | Board Member Trustee or director | 1 | $0 | $0 |
| Gregory A Ehret | Board Member Trustee or director | 1 | $0 | $0 |
| Katherine Segal Frekko | Board Member Trustee or director, Officer | 1 | $0 | $0 |
| John D Gillespie | Board Member Trustee or director | 1 | $0 | $0 |
| Karen A Gordon | Board Member Trustee or director | 1 | $0 | $0 |
| Evelynn M Hammonds | Board Member Trustee or director | 1 | $0 | $0 |
| Erik O Jarnryd | Board Member Trustee or director | 1 | $0 | $0 |
| Stacey L Kelly | Board Member Trustee or director | 1 | $0 | $0 |
| David W Longdon III | Board Member Trustee or director | 1 | $0 | $0 |
| Mark D Mandel | Board Member Trustee or director | 1 | $0 | $0 |
| Lance Matthiesen | Board Member Trustee or director | 1 | $0 | $0 |
| Judith B Miller | Board Member Trustee or director | 1 | $0 | $0 |
| Terrence J Murray | Board Member Trustee or director | 1 | $0 | $0 |
| Stacey A Rizza | Board Member Trustee or director | 1 | $0 | $0 |
| Benjamin E Robinson III | Board Member Trustee or director | 1 | $0 | $0 |
| Michelle A Rosenberg | Board Member Trustee or director | 1 | $0 | $0 |
| John T Rossello Jr | Board Member Trustee or director | 1 | $0 | $0 |
| Jeremy M Sclar | Board Member Trustee or director | 1 | $0 | $0 |
| Emma Sprague | Board Member Trustee or director | 1 | $0 | $0 |
| Anne K Wade | Board Member Trustee or director | 1 | $0 | $0 |
| Melissa Wilcox Yanagi | Board Member Trustee or director | 1 | $0 | $0 |
| Jean P Wilson | Board Member Trustee or director | 1 | $0 | $0 |
| Garth A L Timoll | Board Member Trustee or director | 1 | $0 | $0 |
| Lisa Utzschneider | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2 ANDREWS ROAD 216 LANE HALL, LEWISTON, ME 04240-0000
- In care of
- % TREASURER
- Principal officer (990 for 2024)
- Geoffrey Swift, 216 Lane Hall, 2 Andrews Rd, Lewiston, ME 04240
- Signed the 990
- Geoffrey Swift, Treasurer
- Phone
- (207) 786-8339
- Website
- www.bates.edu
Mission
Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to its programs and opportunities by qualified learners. Bates offers a curriculum and faculty that challenge students to attain intellectual achievements and to develop powers of critical assessment, analysis, expression, aesthetic sensibility, and independent thought. The College sponsors cultural, volunteer, athletic, social, and religious opportunities which are open to all students, and values participation in these activities.
Program accomplishments
- Higher Education: Bates College offers a rigorous liberal arts education that is distinctive in its emphasis on student research, a signature thesis or capstone experience, immersive Short Term experience, Purposeful Work program, and opportunities for community-engaged learning. A 9-1 student-faculty ratio makes possible close collaborations in classroom and laboratory. A Bates education aims to prepare graduates who strive to embody the following qualities, capabilities, and inclinations: Knowledge, Problem Solving, Analytic Strength; Discernment and Persuasion; Intellectual Curiosity; Social Commitment and Integrity. Co-curricular life is rich with most students participating in one of approximately 120 student-run clubs and organizations. Typically, two-thirds of Bates' approximately 1,750 students on campus study abroad at some point during their Bates academic careers and close to 80 percent of students participate in internships. More than half of recent graduates earn a postgraduate degree within 15 years after graduation.Expenses $171,808,088 · grants $46,653,424 · revenue $154,132,972
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0211781
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B420)
- Assets (IRS master file)
- $918,377,605
- Income (IRS master file)
- $253,489,847
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $242,157,257 | $197,827,483 | $918,377,605 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $192,807,514 | $189,468,466 | $887,376,913 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $192,073,209 | $179,471,899 | $880,484,919 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $197,954,547 | $172,460,011 | $873,174,669 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0211781).
Questions about PRESIDENT AND TRUSTEES OF BATES COLLEGE
- What is the EIN of PRESIDENT AND TRUSTEES OF BATES COLLEGE?
- The employer identification number (EIN) of PRESIDENT AND TRUSTEES OF BATES COLLEGE is 01-0211781.
- Is PRESIDENT AND TRUSTEES OF BATES COLLEGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to PRESIDENT AND TRUSTEES OF BATES COLLEGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PRESIDENT AND TRUSTEES OF BATES COLLEGE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PRESIDENT AND TRUSTEES OF BATES COLLEGE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PRESIDENT AND TRUSTEES OF BATES COLLEGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PRESIDENT AND TRUSTEES OF BATES COLLEGE?
- The 990 for the year ended June 30, 2025 names Geoffrey Swift.
- Who are the officers and directors of PRESIDENT AND TRUSTEES OF BATES COLLEGE?
- The 990 for the year ended June 30, 2025 lists 47 people; 15 received compensation from the organization, the highest $686,733 (Garry Jenkins, President).
- How much revenue does PRESIDENT AND TRUSTEES OF BATES COLLEGE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $242,157,257, expenses of $197,827,483 and total assets of $918,377,605 at year end.
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