Civic Intelligence

Bateman Foundation

990PF • Fiscal year 2010 • EIN 26-3319172

Jan 01, 2010 to Dec 31, 2010 • Filed on May 09, 2011

PO Box 128784011
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$20,346

No earlier filing loaded for comparison.

Net Assets

$20,346

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$123

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $20,346Liabilities 2010: $0Net Assets 2010: $20,3462010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011

Highlighted filing

2010

Assets$20,346
Liabilities$0
Net Assets$20,346

Operations Trend

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

$30K$20K$10K$0Expenses 2010: $1232010Expenses 2011: $26,5352011

Highlighted filing

2010

Revenue-
Expenses$123
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 9, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM S BATEMANPresident-$0--
JANETTE L B PERKINSDirector-$0--
RUSSELL B BATEMANDirector-$0--
Filing and Contact Details

Filer

EIN
26-3319172
Raw XML Appendix219 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.

Path#Value
CompensationExplanation/Compensation/PersonName0JIM S BATEMAN
CompensationExplanation/Compensation/PersonName1JANETTE L B PERKINS
CompensationExplanation/Compensation/PersonName2RUSSELL B BATEMAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue016774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12862
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV023953
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13061
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FIXED INCOME MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0558
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome087
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0558
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome087
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0645
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm087
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0558
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0558
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0522
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice087
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss087
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0522
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0123
IRS990PF/BalanceSheets/CashBOY094
IRS990PF/BalanceSheets/CashEOY0258
IRS990PF/BalanceSheets/CashEOYFMV0258
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY09681
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY019636
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV027014
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY010049
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0452
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0452
IRS990PF/BalanceSheets/TotalAssetsBOY019824
IRS990PF/BalanceSheets/TotalAssetsEOY020346
IRS990PF/BalanceSheets/TotalAssetsEOYFMV027724
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY019824
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY020346
IRS990PF/BalanceSheets/TotalNetAssetsBOY019824
IRS990PF/BalanceSheets/TotalNetAssetsEOY020346
IRS990PF/BalanceSheets/UnrestrictedBOY019824
IRS990PF/BalanceSheets/UnrestrictedEOY020346
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome087
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0522
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal020346
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY019824
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY020346
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01214
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01214
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01214
IRS990PF/DistributableAmount/MinimumInvestmentReturn01224
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome010
IRS990PF/DistributableAmount/TotalTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue010
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY027724
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets024848
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02583
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities022265
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0373
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01224
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets024475
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets024848
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JIM S BATEMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JANETTE L B PERKINS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RUSSELL B BATEMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1287
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11124 E NORTH CANYON ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121102 N 850 E
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOUNTIFUL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BOUNTIFUL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOUNTIFUL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0UT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1UT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2UT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode084011
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode184010
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode284010
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0783
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0778
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.031779
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.031779
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets024475
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1012524
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20821
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome05
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10398
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.031779
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JIM S BATEMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08012949707
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 1287
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOUNTIFUL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0UT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode084011
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01214
IRS990PF/UndistributedIncome/TaxableAmount20265
IRS990PF/UndistributedIncome/UndistributedIncomeCY01214
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0265
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0123
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1TRUSTEE FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0123
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0123
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263319172
ReturnHeader/Filer/Name/BusinessNameLine10BATEMAN FOUNDATION
ReturnHeader/Filer/NameControl0BATE
ReturnHeader/Filer/Phone08012949707
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1287
ReturnHeader/Filer/USAddress/City0BOUNTIFUL
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084011
ReturnHeader/Officer/DateSigned02011-05-09
ReturnHeader/Officer/Name0JIM S BATEMAN
ReturnHeader/Officer/Phone08012949707
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-05-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10NIEVAARD KOFOED & TERAN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105151 SOUTH 900 EAST 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SALT LAKE CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode084117
ReturnHeader/Preparer/Name0BRUCE M TERAN CPA
ReturnHeader/Preparer/Phone08015061110
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-13T12:20:10-05:00

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