Civic Intelligence

The Bates Foundation

EIN 38-3278032 • Bloomfield Hills, MI

41000 Woodward AvenueBloomfield Hills, MI 48304
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

55th percentile

3.7%

Higher net margin than 55% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

1.7%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-22%

Faster revenue growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,247

Up $258 (+1.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$15,247

Up $258 (+1.7%) from 2023

Revenue

Down

$6,910

Down $2,005 (-22%) from 2023

Expenses

Down

$6,652

Down $4,619 (-41%) from 2023

Net Income

Up

$258

Up $2,614 (+111%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$15,247
Liabilities$0
Net Assets$15,247

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$6,910
Expenses$6,652
Net Income$258

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 4, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA J BATESPresident/Treasurer-$0--
WILLIAM E LANNENVice President-$0--
RACHEL LANNEN ZACKSecretary-$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
2025-04-04

Preparer

Firm
LoPrete & Lyneis PC
Address
41000 Woodward Ave Ste 310, Bloomfield Hills, MI 48304
Preparer
Mary M Lyneis
Phone
2485945770
Raw XML Appendix277 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033202
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06998
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08640
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03189
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037725
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034536
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0158
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RBC INVESTMENT ADVISOR
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02485945770
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-04
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261341742
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/PreparationDt02025-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary M Lyneis
ReturnHeader/ReturnTs02025-04-15T10:45:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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