Civic Intelligence

Robert T Bates Foundation

990PF • Fiscal year 2012 • EIN 42-1392613

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
PO Box 69852531-0698
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,793,254

Flat from 2012

Net Assets

$2,732,936

No earlier filing loaded for comparison.

Liabilities

Flat

$60,318

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$109,140

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,080,843Liabilities 2010: $313,688Net Assets 2010: $2,767,1552010Assets 2011: $2,872,345Liabilities 2011: $46,6882011Assets 2012: $2,793,254Liabilities 2012: $60,318Net Assets 2012: $2,732,9362012Assets 2012: $2,793,254Liabilities 2012: $60,3182012Assets 2013: $2,118,398Liabilities 2013: $0Net Assets 2013: $2,118,3982013Assets 2014: $1,847,486Liabilities 2014: $0Net Assets 2014: $1,847,4862014Assets 2015: $1,804,284Liabilities 2015: $0Net Assets 2015: $1,804,2842015Assets 2016: $1,785,920Liabilities 2016: $0Net Assets 2016: $1,785,9202016Assets 2017: $1,837,779Liabilities 2017: $0Net Assets 2017: $1,837,7792017Assets 2018: $1,782,221Liabilities 2018: $0Net Assets 2018: $1,782,2212018Assets 2019: $1,089,745Liabilities 2019: $0Net Assets 2019: $1,089,7452019Assets 2020: $1,020,729Liabilities 2020: $0Net Assets 2020: $1,020,7292020Assets 2021: $1,048,331Liabilities 2021: $0Net Assets 2021: $1,048,3312021Assets 2022: $1,031,427Liabilities 2022: $0Net Assets 2022: $1,031,4272022Assets 2023: $1,020,111Liabilities 2023: $0Net Assets 2023: $1,020,1112023Assets 2024: $1,048,195Liabilities 2024: $0Net Assets 2024: $1,048,1952024

Highlighted filing

2012

Assets$2,793,254
Liabilities$60,318
Net Assets$2,732,936
Open 2012 Filing

Operations Trend

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

$200K$0-$200K-$400K-$600K-$800KExpenses 2010: $137,1552010Revenue 2011: $154,817Expenses 2011: $96,315Net Income 2011: $58,5022011Expenses 2012: $109,1402012Revenue 2012: $16,419Expenses 2012: $109,140Net Income 2012: -$92,7212012Revenue 2013: -$529,063Expenses 2013: $85,475Net Income 2013: -$614,5382013Revenue 2014: -$190,415Expenses 2014: $80,497Net Income 2014: -$270,9122014Revenue 2015: $39,650Expenses 2015: $82,852Net Income 2015: -$43,2022015Revenue 2016: $50,507Expenses 2016: $68,871Net Income 2016: -$18,3642016Revenue 2017: $110,115Expenses 2017: $58,256Net Income 2017: $51,8592017Revenue 2018: $40,489Expenses 2018: $96,047Net Income 2018: -$55,5582018Revenue 2019: $120,520Expenses 2019: $77,526Net Income 2019: $42,9942019Revenue 2020: $108,440Expenses 2020: $177,456Net Income 2020: -$69,0162020Revenue 2021: $115,552Expenses 2021: $87,950Net Income 2021: $27,6022021Revenue 2022: $37,773Expenses 2022: $54,677Net Income 2022: -$16,9042022Revenue 2023: $139,629Expenses 2023: $150,945Net Income 2023: -$11,3162023Revenue 2024: $136,719Expenses 2024: $108,635Net Income 2024: $28,0842024

Highlighted filing

2012

Revenue-
Expenses$109,140
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND DAVISPresident/Treas-$0--
CARROLL RHINEVice President-$0--
DAVID JOHNSONSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBATES BUILDING HISTORIC PRESERVATIONHISTORIC PRESERVATION-ALBIA, IA, US$31,344
Filing and Contact Details

Filer

EIN
42-1392613
Raw XML Appendix395 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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AppliedToPriorYearElection/Election0FOUNDATION HEREBY ELECTS TO APPLY EXCESS DISTRIBUTION FOR 2012 IN THE AMOUNT OF $4,669 TO THE 2010 UNDISTRIBUTED INCOME BALANCE OF $9,900.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RAYMOND DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CARROLL RHINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0IN WRITING WITH A BRIEF EXPLANATION OF THE INTENDED USE OF REQUESTED CONTRIBUTION.
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10FIRST IOWA STATE BANK P O BOX 698
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode052531
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HISTORIC PRESERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BATES BUILDING HISTORIC PRESERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101 BATES AVENUE WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ALBIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode052531
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031344
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears04669
IRS990PF/UndistributedIncome/AppliedToYear1026675
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022546
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome05231
IRS990PF/UndistributedIncome/QualifyingDistributions031344
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount105231
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears09900
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY022546
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear026675
LegalFeesSchedule/LegalFees/Amount0795
LegalFeesSchedule/LegalFees/Category0LEGAL
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
MortgagesAndNotesPayableSch/NotePayable/BalanceDue00
MortgagesAndNotesPayableSch/NotePayable/DateOfNote02010-07
MortgagesAndNotesPayableSch/NotePayable/InterestRate07.000000000000
MortgagesAndNotesPayableSch/NotePayable/LendersName/Business/BusinessNameLine10FIRST IOWA STATE BANK
MortgagesAndNotesPayableSch/NotePayable/MaturityDate02010-07
MortgagesAndNotesPayableSch/NotePayable/OriginalAmountOfLoan090000
MortgagesAndNotesPayableSch/NotePayable/PurposeOfLoan0OPERATING CASH-FLOW
MortgagesAndNotesPayableSch/NotePayable/RelationshipToInsider0AFFILIATED WITH RAYMOND DAVIS
MortgagesAndNotesPayableSch/NotePayable/RepaymentTerms0SINGLE-PAY
MortgagesAndNotesPayableSch/NotePayable/SecurityProvidedByBorrower0UNSECURED
OtherExpensesSchedule/OtherExpenses/Description0PEST CONTROL
OtherExpensesSchedule/OtherExpenses/Description1LATE FEES
OtherExpensesSchedule/OtherExpenses/Description2UTILITIES
OtherExpensesSchedule/OtherExpenses/Description3INSURANCE
OtherExpensesSchedule/OtherExpenses/Description4GENERAL EXPENSES
OtherExpensesSchedule/OtherExpenses/Description5SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description6MAINTENANCE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps40
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps50
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps60
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1210
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome27694
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome39418
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome411994
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome575
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome64333
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1210
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks27694
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks39418
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks411994
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks575
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks64333
TaxesSchedule/Taxes/Amount03530
TaxesSchedule/Taxes/Amount129746
TaxesSchedule/Taxes/Category0FEDERAL TAX
TaxesSchedule/Taxes/Category1PROPERTY TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome129746
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0421392613
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT T BATES FOUNDATION
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone06419322144
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 698
ReturnHeader/Filer/USAddress/City0ALBIA
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0525310698
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0RAYMOND DAVIS
ReturnHeader/Officer/Phone06419322144
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0421361038
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROTH & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10666 WALNUT STREET SUITE 1450
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DES MOINES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0503093918
ReturnHeader/Preparer/Name0WAYNE FLOERCHINGER
ReturnHeader/Preparer/Phone05152440266
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T11:33:25-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,793,254
Liabilities
$60,318
Net assets
$2,732,936
Revenue
-
Expenses
$109,140
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.14$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.11$0.18$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.04$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11$0.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.19$0.08$0.27
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.53$0.09$0.61
2012Detailed filing. Detailed filing data is available for this year.$2.79$0.06$2.73$0.11
2012Summary only. Only limited summary data is available for this year.$2.79$0.06$0.02$0.11$0.09
2011Summary only. Only limited summary data is available for this year.$2.87$0.05$0.15$0.10$0.06
2010Detailed filing. Detailed filing data is available for this year.$3.08$0.31$2.77$0.14