Civic Intelligence

Barbara Bates Foundation

990EZ • Fiscal year 2016 • EIN 36-4299555

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 24, 2017

Organization ProfileN/A
2031 S Indiana AveChicago, IL 60616

(312) 808-8091

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

67%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,022

Up $22,392 (+67%) from 2015

Net Assets

Up

$56,022

Up $22,392 (+67%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Down

$142,515

Down $23,342 (-14%) from 2015

Expenses

Down

$120,123

Down $22,177 (-16%) from 2015

Net Income

Down

$22,392

Down $1,165 (-4.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$60K$40K$20K$0Assets 2014: $10,073Net Assets 2014: $10,0732014Assets 2015: $33,630Net Assets 2015: $33,6302015Assets 2016: $56,022Net Assets 2016: $56,0222016

Highlighted filing

2016

Assets$56,022
Liabilities-
Net Assets$56,022
Open 2016 Filing

Operations Trend

Revenue Growth29th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $151,463Expenses 2014: $154,714Net Income 2014: -$3,2512014Revenue 2015: $165,857Expenses 2015: $142,300Net Income 2015: $23,5572015Revenue 2016: $142,515Expenses 2016: $120,123Net Income 2016: $22,3922016

Highlighted filing

2016

Revenue$142,515
Expenses$120,123
Net Income$22,392
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$142,515
Mission and Program Overview

Mission

assist low income individuals with medical issues

Program Services

DescriptionGrantsExpenses
assist low income individuals with medical issues and provide prom attire$40,000$6,800
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara BatesPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Barbara Bates Foundation
EIN
36-4299555
Phone
3128088091
Address
2031 S INDIANA AVE, CHICAGO, IL 60616

Signing Officer

Name
Barbara Bates
Title
Director
Signed
2017-07-24
Discuss with paid preparer
No

Preparer

Firm
MLZ Consulting Tax & Financial Services
Address
1130 S Wabash Ave 301, Chicago, IL 60605
Preparer
Melody Ferguson
Phone
3126631336
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Grant, Grantee Mount Sinai Hospital 1500 S Calfornia Chicago IL 60608, Cash Grant 40,000, Relationship Donor”

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 1,309”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 2,500”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 16,117”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 148”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 1,214”

Form 990-EZ, Part I, Line 16, Other Expenses

“transportation 2,970”

Form 990-EZ, Part I, Line 16, Other Expenses

“bank fees 1,153”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Barbara Bates
IRS990EZ/BooksInCareOfDetail/PhoneNum03128088091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02031 S Indiana Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0142515
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022392
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033630
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056022
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040000
IRS990EZ/GrossReceiptsAmt0142515
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033630
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033630
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056022
IRS990EZ/OccupancyRentUtltsAndMaintAmt020000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara Bates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025411
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0assist low income individuals with medical issues
IRS990EZ/PrintingPublicationsPostageAmt010312
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0assist low income individuals with medical issues and provide prom attire
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022900
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0120123
IRS990EZ/TotalProgramServiceExpensesAmt06800
IRS990EZ/TotalRevenueAmt0142515
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0142515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0165857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0197653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0515025
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0515025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0142515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0165857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0197653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0515025
IRS990ScheduleA/TotalSupportAmt0515025
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grant, Grantee Mount Sinai Hospital 1500 S Calfornia Chicago IL 60608, Cash Grant 40,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel 1,309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals and entertainment 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraising 16,117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone 1,214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6transportation 2,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7bank fees 1,153
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Bates
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA BATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0364299555
ReturnHeader/Filer/PhoneNum03128088091
ReturnHeader/Filer/USAddress/AddressLine1Txt02031 S INDIANA AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060616
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E9FC57744F23C9535B60B86F392CB0402B975BAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F29EBA018DD0173ED5EB05499156E1DF889F8059
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.118.80.197
ReturnHeader/FilingSecurityInformation/IPDt02017-07-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:10:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MLZ Consulting Tax & Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01130 S Wabash Ave 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060605
ReturnHeader/PreparerPersonGrp/PhoneNum03126631336
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melody Ferguson
ReturnHeader/ReturnTs02017-07-24T01:58:11-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,022
Liabilities
-
Net assets
$56,022
Revenue
$142,515
Expenses
$120,123
Net income
$22,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.43$1.20$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.66$1.42$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$1.51$1.55$0.03