Liabilities / Assets
92nd percentile
Higher debt load relative to assets than 92% of similar nonprofits.
Anthony Bates Foundation
990EZ • Fiscal year 2021 • EIN 27-0038708
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.73x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
45th percentile
Higher net margin than 45% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Balance Sheet
Assets
Up$59,248
Up $37,787 (+176%) from 2020
Net Assets
Up$16,154
Up $2,834 (+21%) from 2020
Liabilities
Up$43,094
Up $34,953 (+429%) from 2020
Revenue And Expenses
Revenue
Down$56,442
Down $3,772 (-6.3%) from 2020
Expenses
Down$53,608
Down $19,377 (-27%) from 2020
Net Income
Up$2,834
Up $15,605 (+122%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2020 to Mar 31, 2021
- Signed
- May 10, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $70,008
Mission and Program Overview
Mission
Screening for Cardiac Anomolies in youth
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Screening of individuals, primarly students, for conditions that may lead to sudden cardiac arrest. Purchase and donation of automatic external defibrillators. | $27,009 | $16,911 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sharon Bates | CEO | FT | $0 | - | - |
| Brenda Laramore | Vice President | - | $0 | - | - |
| Joy Rockwell | Treasurer | - | $0 | - | - |
| Steve Koenig | Director | - | $0 | - | - |
| Julie Reese | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Anthony Bates Foundation
- EIN
- 27-0038708
- Address
- 111 E Dunlap Ave STE 1-291, Phoenix, AZ 85020
Signing Officer
- Name
- Sharon Bates
- Title
- President
- Phone
- 6024825606
- Signed
- 2021-05-10
- Discuss with paid preparer
- No
Preparer
- Firm
- Lay & Lay CPAs PLLC
- Address
- 9874 E Celtic Drive, Scottsdale, AZ 85260
- Preparer
- Mark Lay
- Phone
- 4805708480
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountAdvertising & Promotion 257Bank & Credit Card Charges 1,505Dues & Subscriptions 2,901Liability Insurance 4,208Meals & Entertainment 9Office Expenses 1,727Contributions 1,548Travel 9,556Website 1,451Depreciation 1,606Interest 475Seminar & Training 4,445Taxes & Licenses 391”
Description of other assets Part II line 24
“Category Beginning of Year End of YearAccounts receivable, net 4,333 13,993Prepaid expenses and deferred 3,944 2,870Fixed assets 11,627 10,021Due to/from Officer 0 27,836”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearAccounts payable, accrued exps 8,141 15,294SBA EDIL Loan 0 27,800”
Raw XML Appendix163 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Sharon Bates |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6024825606 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 111 E Dunlap Ave 1-291 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Phoenix |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85020 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 1557 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 4528 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 34035 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2834 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 65 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 21461 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 59248 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70008 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 13320 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 16154 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 13320 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 16154 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 19528 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 50.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Sharon Bates |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Brenda Laramore |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Joy Rockwell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Steve Koenig |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Julie Reese |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CEO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 19904 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 54720 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 30079 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Screening for Cardiac Anomolies in youth |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 591 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 35966 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Screening of individuals, primarly students, for conditions that may lead to sudden cardiac arrest. Purchase and donation of automatic external defibrillators. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 27009 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16911 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 3345 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 13566 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -13566 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 8141 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 43094 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 53608 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 16911 |
| IRS990EZ/TotalRevenueAmt | 0 | 56442 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.anthonybates.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 77902 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 95537 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 97518 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 149489 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 145498 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 565944 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 33 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.86380 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.81600 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 488919 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 77025 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 77902 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 95537 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 97518 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 149489 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 145498 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 565944 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 565977 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountAdvertising & Promotion 257Bank & Credit Card Charges 1,505Dues & Subscriptions 2,901Liability Insurance 4,208Meals & Entertainment 9Office Expenses 1,727Contributions 1,548Travel 9,556Website 1,451Depreciation 1,606Interest 475Seminar & Training 4,445Taxes & Licenses 391 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Category Beginning of Year End of YearAccounts receivable, net 4,333 13,993Prepaid expenses and deferred 3,944 2,870Fixed assets 11,627 10,021Due to/from Officer 0 27,836 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearAccounts payable, accrued exps 8,141 15,294SBA EDIL Loan 0 27,800 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Sharon Bates |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6024825606 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Anthony Bates Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ANTH |
| ReturnHeader/Filer/EIN | 0 | 270038708 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 111 E Dunlap Ave STE 1-291 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Phoenix |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85020 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 460783822 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Lay & Lay CPAs PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9874 E Celtic Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Scottsdale |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85260 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4805708480 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-08-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Mark Lay |
| ReturnHeader/ReturnTs | 0 | 2021-08-25T18:59:45-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Sharon |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Bates |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-03-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $59,248
- Liabilities
- $43,094
- Net assets
- $16,154
- Revenue
- $56,442
- Expenses
- $53,608
- Net income
- $2,834