Civic Intelligence

Creston G Tate and Betty Jane Tate Foundation

EIN 43-6831352 • Glen Burnie, MD

7401 Ritchie HighwayGlen Burnie, MD 21061
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

56%

Faster revenue growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,437,914

Down $7,728 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,437,914

Down $7,728 (-0.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin27th percentile

Revenue

Up

$93,841

Up $33,809 (+56%) from 2023

Expenses

Down

$100,699

Down $2,624 (-2.5%) from 2023

Net Income

Up

-$6,858

Up $36,433 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,939,388Liabilities 2011: $12011Assets 2012: $1,831,247Liabilities 2012: $0Net Assets 2012: $1,831,2472012Assets 2013: $1,662,978Liabilities 2013: $0Net Assets 2013: $1,662,9782013Assets 2014: $1,530,047Liabilities 2014: $0Net Assets 2014: $1,530,0472014Assets 2015: $1,379,575Liabilities 2015: $0Net Assets 2015: $1,379,5752015Assets 2016: $2,891,060Liabilities 2016: $0Net Assets 2016: $2,891,0602016Assets 2017: $2,266,738Liabilities 2017: $0Net Assets 2017: $2,266,7382017Assets 2018: $1,792,457Liabilities 2018: $0Net Assets 2018: $1,792,4572018Assets 2019: $934,167Liabilities 2019: $0Net Assets 2019: $934,1672019Assets 2020: $1,559,840Liabilities 2020: $0Net Assets 2020: $1,559,8402020Assets 2021: $1,611,128Liabilities 2021: $0Net Assets 2021: $1,611,1282021Assets 2022: $1,488,616Liabilities 2022: $0Net Assets 2022: $1,488,6162022Assets 2023: $1,445,642Liabilities 2023: $0Net Assets 2023: $1,445,6422023Assets 2024: $1,437,914Liabilities 2024: $0Net Assets 2024: $1,437,9142024

Highlighted filing

2024

Assets$1,437,914
Liabilities$0
Net Assets$1,437,914
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $217,458Expenses 2011: $388,942Net Income 2011: -$171,4842011Expenses 2012: $284,3742012Revenue 2013: $224,083Expenses 2013: $392,352Net Income 2013: -$168,2692013Revenue 2014: $209,949Expenses 2014: $342,880Net Income 2014: -$132,9312014Revenue 2015: $182,106Expenses 2015: $333,907Net Income 2015: -$151,8012015Revenue 2016: $216,380Expenses 2016: $412,725Net Income 2016: -$196,3452016Revenue 2017: $202,196Expenses 2017: $395,021Net Income 2017: -$192,8252017Revenue 2018: $190,578Expenses 2018: $366,474Net Income 2018: -$175,8962018Revenue 2019: $45,608Expenses 2019: $221,665Net Income 2019: -$176,0572019Revenue 2020: $114,731Expenses 2020: $143,607Net Income 2020: -$28,8762020Revenue 2021: $71,715Expenses 2021: $20,485Net Income 2021: $51,2302021Revenue 2022: -$21,778Expenses 2022: $100,144Net Income 2022: -$121,9222022Revenue 2023: $60,032Expenses 2023: $103,323Net Income 2023: -$43,2912023Revenue 2024: $93,841Expenses 2024: $100,699Net Income 2024: -$6,8582024

Highlighted filing

2024

Revenue$93,841
Expenses$100,699
Net Income-$6,858
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,437,914
Liabilities
$0
Net assets
$1,437,914
Revenue
$93,841
Expenses
$100,699
Net income
-$6,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.02$0.10$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.11$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.22$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.19$0.37$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.20$0.40$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.22$0.41$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.18$0.33$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.21$0.34$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.22$0.39$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.28
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$0.22$0.39$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale R TateTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Creston G Tate and Betty Jane Tate Foundation
EIN
43-6831352
Phone
4107602815
Address
7401 Ritchie Highway, Glen Burnie, MD 21061

Signing Officer

Name
Debra J Macey
Title
Trustee
Phone
4107602815
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Clark & Anderson PA
Address
7678 Quarterfield Road Suite 101, Glen Burnie, MD 21061
Preparer
Jesse E Burke EA
Phone
4107665400
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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Dale R Tate Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07401 Ritchie Highway
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Glen Burnie
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021061
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04107602815
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt290000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Baltimore Washington Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Overlook Elementary School PTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Community Foundation of Anne Arundel County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 Hospital Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1401 Hampton Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 Bestgate Rd Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Glen Burnie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Linthicum Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Annapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt093700
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/AppliedToCurrentYearAmt03506
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087317
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090818
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02877
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084435
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087317
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01171
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Estimated Tax Payment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0301
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Non Taxable Dividend Distributions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Charles Schwab Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tate Family Offic Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03790
TaxesSchedule/TaxesDetail/Amt01037
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01037
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Debra J Macey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04107602815
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Creston G Tate and Betty Jane Tate Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CRES
ReturnHeader/Filer/EIN0436831352
ReturnHeader/Filer/PhoneNum04107602815
ReturnHeader/Filer/USAddress/AddressLine1Txt07401 Ritchie Highway
ReturnHeader/Filer/USAddress/CityNm0Glen Burnie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021061
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521175264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clark & Anderson PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07678 Quarterfield Road Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glen Burnie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021061
ReturnHeader/PreparerPersonGrp/PhoneNum04107665400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jesse E Burke EA
ReturnHeader/ReturnTs02025-11-04T13:01:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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