Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Yates Memorial Scholarship Trust
EIN 27-3941315 • 501(c)3 • Artesia, NM
Profile
Exclusively for educational, and charitable purposes, including but not limited to the providing of financial assistance by the awarding of grants, scholarships or otherwise to students for pursuit of post secondary education at a two or four year institution of higher learning and promotion of activities relating to the arts, humanities, education, science and technology, and the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986, or corresponding section of any future federal tax code.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Down$42,196
Down $22,343 (-35%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$42,196
Down $22,343 (-35%) from 2023
Revenue
Down$17,000
Down $5,500 (-24%) from 2023
Expenses
Down$39,343
Down $11,424 (-23%) from 2023
Net Income
Up-$22,343
Up $5,924 (+21%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $42,196
- Liabilities
- -
- Net assets
- $42,196
- Revenue
- $17,000
- Expenses
- $39,343
- Net income
- -$22,343
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Nov 9, 2023
- Return Version
- 2022v5.0
Mission and Program Overview
Mission
Exclusively for educational, and charitable purposes, including but not limited to the providing of financial assistance by the awarding of grants, scholarships or otherwise to students for pursuit of post secondary education at a two or four year institution of higher learning and promotion of activities relating to the arts, humanities, education, science and technology, and the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986, or corresponding section of any future federal tax code.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDING OF FINANCIAL ASSISTANCE BY THE AWARDING OF GRANTS, SCHOLARSHIPS OR OTHERWISE TO STUDENTS FOR THE PURSUIT OF POST SECONDARY EDUCATION AT A TWO OR FOUR YEAR INSTITUTION OF HIGHER LEARNING. | $22,000 | $22,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| FRANK YATES JR | President & | - | $0 | - | - |
| TAO CHUMBLEY | VP, Secretar | - | $0 | - | - |
| MARY F YATES | Director | - | $0 | - | - |
| FRANCES MOREAU | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Yates Memorial Scholarship Trust
- EIN
- 27-3941315
- Phone
- 5056902853
- Address
- PO BOX 1091, ARTESIA, NM 88210
Signing Officer
- Name
- Tao Chumbley
- Title
- VP, Secretary, & Director
- Phone
- 5056902853
- Signed
- 2023-11-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ritter & Company LLC
- Address
- PO BOX 1836, ROSWELL, NM 88202-1836
- Preparer
- Francisco a Olvera
- Phone
- 5756228500
Supplemental Narrative
Additional Explanations
Form 990-ez, Part III
“Exclusively for educational, and charitable purposes, including but not limited to the providing of financial assistance by the awarding of grants, scholarships or otherwise to students for pursuit of post secondary education at a two or four year institution of higher learning and promotion of activities relating to the arts, humanities, education, science and technology, and the making of distributions to organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code of 1986, or corresponding section of any future federal tax code.”
Raw XML Appendix119 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/BusinessName/BusinessNameLine1Txt | 0 | COUNTRY GIRL ACCOUNTING |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5753656497 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1091 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ARTESIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NM |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 882111091 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 114816 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 92806 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -22010 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 114816 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 92806 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 22000 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 114816 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 92806 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 114816 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 92806 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | FRANK YATES JR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TAO CHUMBLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARY F YATES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | FRANCES MOREAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT & |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP, SECRETAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EXCLUSIVELY FOR EDUCATIONAL, AND CHARITABLE PURPOSES, INCLUDING BUT NOT LIMITED TO THE PROVIDING OF FINANCIAL ASSISTANCE BY THE AWARDING OF GRANTS, SCHOLARSHIPS OR OTHERWISE TO STUDENTS FOR PURSUIT OF POST SECONDARY EDUCATION AT A TWO OR FOUR YEAR INSTITUTION OF HIGHER LEARNING AND PROMOTION OF ACTIVITIES RELATING TO THE ARTS, HUMANITIES, EDUCATION, SCIENCE AND TECHNOLOGY, AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDING OF FINANCIAL ASSISTANCE BY THE AWARDING OF GRANTS, SCHOLARSHIPS OR OTHERWISE TO STUDENTS FOR THE PURSUIT OF POST SECONDARY EDUCATION AT A TWO OR FOUR YEAR INSTITUTION OF HIGHER LEARNING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 22000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 22000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NM |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 22010 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 22000 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9640 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 28140 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 28140 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9640 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 28140 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 28140 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXCLUSIVELY FOR EDUCATIONAL, AND CHARITABLE PURPOSES, INCLUDING BUT NOT LIMITED TO THE PROVIDING OF FINANCIAL ASSISTANCE BY THE AWARDING OF GRANTS, SCHOLARSHIPS OR OTHERWISE TO STUDENTS FOR PURSUIT OF POST SECONDARY EDUCATION AT A TWO OR FOUR YEAR INSTITUTION OF HIGHER LEARNING AND PROMOTION OF ACTIVITIES RELATING TO THE ARTS, HUMANITIES, EDUCATION, SCIENCE AND TECHNOLOGY, AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART III |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TAO CHUMBLEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP, SECRETARY, & DIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5056902853 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | YATES MEMORIAL SCHOLARSHIP TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | YATE |
| ReturnHeader/Filer/EIN | 0 | 273941315 |
| ReturnHeader/Filer/PhoneNum | 0 | 5056902853 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1091 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ARTESIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NM |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 88210 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 272067951 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RITTER & COMPANY LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1836 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ROSWELL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 882021836 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5756228500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-11-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | FRANCISCO A OLVERA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-11-13T16:58:45-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TAO |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | CHUMBLEY |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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