Civic Intelligence

Alison and James Bates Charitable Foundation

990PF • Fiscal year 2015 • EIN 27-1575192

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
C/O Lindsey Carlie 1138 Vinetta DrDes Peres, MO 63131

(314) 546-2263

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

41st percentile

-2.2%

Faster asset growth than 41% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

15th percentile

-36%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$154,039

Down $6,863 (-4.3%) from 2013

Net Assets

Down

$151,244

Down $9,658 (-6.0%) from 2013

Liabilities

Up

$2,795

Up $2,795 from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin85th percentile

Revenue

Down

$6,926

Down $10,101 (-59%) from 2013

Expenses

Down

$4,656

Down $20,675 (-82%) from 2013

Net Income

Up

$2,270

Up $10,574 (+127%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$200K$150K$100K$50K$0Assets 2011: $165,152Liabilities 2011: $1Net Assets 2011: $165,1512011Assets 2012: $169,206Liabilities 2012: $0Net Assets 2012: $169,2062012Assets 2013: $160,902Liabilities 2013: $0Net Assets 2013: $160,9022013Assets 2015: $154,039Liabilities 2015: $2,795Net Assets 2015: $151,2442015Assets 2016: $163,393Liabilities 2016: $2,795Net Assets 2016: $160,5972016Assets 2017: $143,473Liabilities 2017: $5,000Net Assets 2017: $138,4732017Assets 2018: $153,665Liabilities 2018: $7,500Net Assets 2018: $146,1652018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$154,039
Liabilities$2,795
Net Assets$151,244
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $18,2592011Expenses 2012: $5,4402012Revenue 2013: $17,027Expenses 2013: $25,331Net Income 2013: -$8,3042013Revenue 2015: $6,926Expenses 2015: $4,656Net Income 2015: $2,2702015Revenue 2016: $12,308Expenses 2016: $2,955Net Income 2016: $9,3532016Revenue 2017: $18,385Expenses 2017: $40,509Net Income 2017: -$22,1242017Revenue 2018: $12,019Expenses 2018: $4,327Net Income 2018: $7,6922018Revenue 2019: $15,633Expenses 2019: $161,798Net Income 2019: -$146,1652019

Highlighted filing

2015

Revenue$6,926
Expenses$4,656
Net Income$2,270
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsey CarlieTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alison and James Bates Charitable
EIN
27-1575192
In Care Of
% LINDSEY CARLIE
Phone
3145462263
Address
C/O Lindsey Carlie 1138 Vinetta Dr, Des Peres, MO 63131

Signing Officer

Name
Lindsey Carlie
Title
Trustee
Phone
3148891101
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Marie N Carlie CPA
Phone
3148891100
Raw XML Appendix258 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/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0161
IRS990PF/FMVAssetsEOYAmt0169370
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0170193
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02607
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lindsey Carlie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02795
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0903
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01805
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY CARLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03148891101
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alison and James Bates Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALIS
ReturnHeader/Filer/EIN0271575192
ReturnHeader/Filer/InCareOfNm0% LINDSEY CARLIE
ReturnHeader/Filer/PhoneNum03145462263
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Lindsey Carlie 1138 Vinetta Dr
ReturnHeader/Filer/USAddress/CityNm0Des Peres
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S HANLEY RD STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03148891100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie N Carlie CPA
ReturnHeader/ReturnTs02016-11-15T09:44:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,039
Liabilities
$2,795
Net assets
$151,244
Revenue
$6,926
Expenses
$4,656
Net income
$2,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$1.62$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.08$1.46$0.12$0.04$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.05$1.38$0.18$0.41$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.03$1.61$0.12$0.03$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.03$1.51$0.07$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.25$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.05
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.18