Civic Intelligence

Bates Foundation

990PF • Fiscal year 2019 • EIN 38-3278032

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

41000 Woodward AvenueBloomfield Hills, MI 48304

(248) 594-5770

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-347%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2016 to 2019

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2016 to 2019

Assets

Down

$21,007

Down $8,189 (-28%) from 2016

Net Assets

Down

$21,007

Down $8,189 (-28%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue

Down

$1,722

Down $2,608 (-60%) from 2016

Expenses

Down

$7,705

Down $217 (-2.7%) from 2016

Net Income

Down

-$5,983

Down $2,391 (-67%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $42,656Liabilities 2010: $02010Assets 2011: $37,850Liabilities 2011: $02011Assets 2012: $33,948Liabilities 2012: $02012Assets 2013: $32,248Liabilities 2013: $02013Assets 2014: $30,419Liabilities 2014: $02014Assets 2015: $32,752Liabilities 2015: $1Net Assets 2015: $32,7522015Assets 2016: $29,196Liabilities 2016: $0Net Assets 2016: $29,1962016Assets 2019: $21,007Liabilities 2019: $1Net Assets 2019: $21,0072019Assets 2020: $23,812Liabilities 2020: $1Net Assets 2020: $23,8122020Assets 2021: $25,514Liabilities 2021: $1Net Assets 2021: $25,5142021Assets 2022: $17,345Liabilities 2022: $1Net Assets 2022: $17,3452022Assets 2023: $14,989Liabilities 2023: $1Net Assets 2023: $14,9892023Assets 2024: $15,247Liabilities 2024: $0Net Assets 2024: $15,2472024

Highlighted filing

2019

Assets$21,007
Liabilities$1
Net Assets$21,007

Operations Trend

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

$20K$10K$0-$10KRevenue 2010: $928Expenses 2010: $4,977Net Income 2010: -$4,0492010Revenue 2011: $959Expenses 2011: $5,765Net Income 2011: -$4,8062011Revenue 2012: $722Expenses 2012: $4,365Net Income 2012: -$3,6432012Revenue 2013: $825Expenses 2013: $3,065Net Income 2013: -$2,2402013Revenue 2014: $2,537Expenses 2014: $4,365Net Income 2014: -$1,8282014Revenue 2015: $9,436Expenses 2015: $7,072Net Income 2015: $2,3642015Revenue 2016: $4,330Expenses 2016: $7,922Net Income 2016: -$3,5922016Revenue 2019: $1,722Expenses 2019: $7,705Net Income 2019: -$5,9832019Revenue 2020: $13,248Expenses 2020: $10,442Net Income 2020: $2,8062020Revenue 2021: $14,958Expenses 2021: $13,256Net Income 2021: $1,7022021Revenue 2022: $537Expenses 2022: $8,706Net Income 2022: -$8,1692022Revenue 2023: $8,915Expenses 2023: $11,271Net Income 2023: -$2,3562023Revenue 2024: $6,910Expenses 2024: $6,652Net Income 2024: $2582024

Highlighted filing

2019

Revenue$1,722
Expenses$7,705
Net Income-$5,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA J BATESPresident/Treasurer-$0--
WILLIAM E LANNENVice President-$0--
RACHEL LANNENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Bates Foundation
EIN
38-3278032
Phone
2485945770
Address
41000 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304

Signing Officer

Name
Martha Bates
Title
President
Phone
2485945770
Signed
2020-04-29

Preparer

Firm
LoPrete & Lyneis PC
Address
41000 Woodward Ave Ste 310, Bloomfield Hills, MI 48304
Preparer
Mary M Lyneis
Phone
2485945770
Raw XML Appendix332 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/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTHA J BATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM E LANNEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RACHEL LANNEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ISLAND DOLPHIN CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAMARITANS PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HIGH POINT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020450 CIVIC CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1150 LORELANE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311325 MONTROSE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 UNIVERSITY PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KEY LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HIGH POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427262
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06257
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01734
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022012
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06257
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04523
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026312
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021789
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04654
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustment for cost basis of gift in securities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0307
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RBC INVESTMENT ADVISOR
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE OF MICHIGAN MAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02485945770
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATE
ReturnHeader/Filer/EIN0383278032
ReturnHeader/Filer/PhoneNum02485945770
ReturnHeader/Filer/USAddress/AddressLine1Txt041000 WOODWARD AVENUE
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048304
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LoPrete & Lyneis PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041000 Woodward Ave Ste 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomfield Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048304
ReturnHeader/PreparerPersonGrp/PhoneNum02485945770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary M Lyneis
ReturnHeader/ReturnTs02020-05-15T11:59:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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