Civic Intelligence

Barbara Anne Kates Foundation Inc.

990PF • Fiscal year 2022 • EIN 13-6153690

Dec 01, 2021 to Nov 30, 2022 • Filed on Apr 19, 2023

Organization Profile
289 Marlborough St Unit 2Boston, MA 02116

(781) 239-1188

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.3%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

107%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$151,891

Up $1,889 (+1.3%) from 2021

Net Assets

Up

$151,891

Up $1,889 (+1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Up

$6,143

Up $3,179 (+107%) from 2021

Expenses

Down

$3,563

Down $14,059 (-80%) from 2021

Net Income

Up

$2,580

Up $17,238 (+118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2022

Assets$151,891
Liabilities$0
Net Assets$151,891
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$6,143
Expenses$3,563
Net Income$2,580
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Apr 19, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC B GARNICKTrustee-$0--
BARBARA KATES GARNICKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOUDNATION FOR MAINE'S COMMUNITY COLLEGESGENERAL CHARITABLE PURPOSES-AUGUSTA, ME, US$1,000
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
2023-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Gw & Wade LLC
Address
93 WORCESTER STREET, 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA KATES GARNICK
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025920
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038265
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0691
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GW&WADE ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02428
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NY FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC B GARNICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812391188
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-19
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/PreparerFirmGrp/PreparerFirmEIN0261101800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GW & WADE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 WORCESTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM SILVEY
ReturnHeader/ReturnTs02023-04-19T09:52:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARNICK
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,891
Liabilities
$0
Net assets
$151,891
Revenue
$6,143
Expenses
$3,563
Net income
$2,580
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