Civic Intelligence

Barbara Ann Kates Foundation

EIN 13-6153690 • Boston, MA

289 Marlborough St Unit 2Boston, MA 02116
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

58th percentile

0.8%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$157,614

Up $1,257 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$157,614

Up $1,257 (+0.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin71st percentile

Revenue

Up

$9,057

Up $1,108 (+14%) from 2023

Expenses

Up

$7,572

Up $4,089 (+117%) from 2023

Net Income

Down

$1,485

Down $2,981 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $122,517Liabilities 2011: $02011Assets 2012: $124,899Liabilities 2012: $02012Assets 2013: $145,079Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $162,894Liabilities 2015: $02015Assets 2019: $173,800Liabilities 2019: $02019Assets 2020: $165,278Liabilities 2020: $02020Assets 2021: $150,002Liabilities 2021: $0Net Assets 2021: $150,0022021Assets 2022: $151,891Liabilities 2022: $0Net Assets 2022: $151,8912022Assets 2023: $156,357Liabilities 2023: $0Net Assets 2023: $156,3572023Assets 2024: $157,614Liabilities 2024: $0Net Assets 2024: $157,6142024

Highlighted filing

2024

Assets$157,614
Liabilities$0
Net Assets$157,614
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $9,842Expenses 2011: $2,622Net Income 2011: $7,2202011Revenue 2012: $6,291Expenses 2012: $2,625Net Income 2012: $3,6662012Revenue 2013: $35,586Expenses 2013: $20,286Net Income 2013: $15,3002013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $7,371Expenses 2015: $2,030Net Income 2015: $5,3412015Revenue 2019: $10,949Expenses 2019: $8,483Net Income 2019: $2,4662019Revenue 2020: $3,988Expenses 2020: $17,505Net Income 2020: -$13,5172020Revenue 2021: $2,964Expenses 2021: $17,622Net Income 2021: -$14,6582021Revenue 2022: $6,143Expenses 2022: $3,563Net Income 2022: $2,5802022Revenue 2023: $7,949Expenses 2023: $3,483Net Income 2023: $4,4662023Revenue 2024: $9,057Expenses 2024: $7,572Net Income 2024: $1,4852024

Highlighted filing

2024

Revenue$9,057
Expenses$7,572
Net Income$1,485
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,614
Liabilities
$0
Net assets
$157,614
Revenue
$9,057
Expenses
$7,572
Net income
$1,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03$0.18$0.15
2020Summary only. Only limited summary data is available for this year.$1.65$0.00$0.04$0.18$0.14
2019Summary only. Only limited summary data is available for this year.$1.74$0.00$0.11$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$1.63$0.00$0.07$0.02$0.05
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$0.36$0.20$0.15
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$0.06$0.03$0.04
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$0.10$0.03$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC B GARNICKTrustee-$0--
BARBARA KATES GARNICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Ann Kates Foundation
EIN
13-6153690
Phone
7812391188
Address
289 MARLBOROUGH ST UNIT 2, BOSTON, MA 02116

Signing Officer

Name
Marc B Garnick
Title
Trustee
Phone
7812391188
Signed
2025-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth LLC
Address
93 WORCESTER ST, WELLESLEY, MA 02481-3609
Preparer
Adam Silvey
Phone
7812391188
Raw XML Appendix285 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02224
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03385
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012491
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0228
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01887
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GW&WADE ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01887
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NY FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC B GARNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812391188
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA ANN KATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0136153690
ReturnHeader/Filer/PhoneNum07812391188
ReturnHeader/Filer/USAddress/AddressLine1Txt0289 MARLBOROUGH ST UNIT 2
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261101800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS PARTNERS WEALTH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 WORCESTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM SILVEY
ReturnHeader/ReturnTs02025-04-14T10:23:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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