Civic Intelligence

Alison and James Bates Charitable Foundation

990PF • Fiscal year 2017 • EIN 27-1575192

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
c/o L Carlie 1138 Vinetta DriveDes Peres, MO 63131

(314) 546-2263

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.03x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.27x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-120%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$143,473

Down $19,920 (-12%) from 2016

Net Assets

Down

$138,473

Down $22,124 (-14%) from 2016

Liabilities

Up

$5,000

Up $2,205 (+79%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin6th percentile

Revenue

Up

$18,385

Up $6,077 (+49%) from 2016

Expenses

Up

$40,509

Up $37,554 (+1271%) from 2016

Net Income

Down

-$22,124

Down $31,477 (-337%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2017

Assets$143,473
Liabilities$5,000
Net Assets$138,473
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$18,385
Expenses$40,509
Net Income-$22,124
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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 L Carlie 1138 Vinetta Drive, Des Peres, MO 63131

Signing Officer

Name
Lindsey Carlie
Title
Trustee
Phone
3148891101
Signed
2018-05-15
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 Appendix273 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS AND ETFS
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08148
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08148
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08296
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0148
IRS990PF/DistributableAmountGrp/TotalTaxAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0164733
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04821
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lindsey Carlie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01138 Vinetta Dr
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt05000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0NANCY RAPP TRUSTEE
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02795
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0828
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0829
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01657
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY CARLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03148891101
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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 L Carlie 1138 Vinetta Drive
ReturnHeader/Filer/USAddress/CityNm0Des Peres
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063131
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0986DB942BAF3B207914C1D6C798A54CA5180F6FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E76E63C90608BCFAA0E7D1EBFADC7802C961D0BC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId043992620181355000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.249.80.3
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/ReturnTs02018-05-15T12:48:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,473
Liabilities
$5,000
Net assets
$138,473
Revenue
$18,385
Expenses
$40,509
Net income
-$22,124
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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