Civic Intelligence

The Harold H Bate Foundation Inc

990PF • Fiscal year 2014 • EIN 56-2121302

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profile
PO Box 14298New Bern, NC 28561

(252) 638-1998

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Net Margin

56th percentile

33%

Higher net margin than 56% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

15th percentile

$10,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

51st percentile

3.2%

Faster asset growth than 51% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

76%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$30,803,844

Up $950,756 (+3.2%) from 2013

Net Assets

Up

$30,737,834

Up $899,141 (+3.0%) from 2013

Liabilities

Up

$66,010

Up $51,615 (+359%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin56th percentile

Revenue

Up

$2,730,695

Up $1,180,165 (+76%) from 2013

Expenses

Down

$1,831,554

Down $151,175 (-7.6%) from 2013

Net Income

Up

$899,141

Up $1,331,340 (+308%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2011: $30,883,845Liabilities 2011: $1,3142011Assets 2012: $30,272,206Liabilities 2012: $1,3142012Assets 2013: $29,853,088Liabilities 2013: $14,395Net Assets 2013: $29,838,6932013Assets 2014: $30,803,844Liabilities 2014: $66,010Net Assets 2014: $30,737,8342014Assets 2015: $29,866,368Liabilities 2015: $51,520Net Assets 2015: $29,814,8482015Assets 2016: $28,426,321Liabilities 2016: $138,902Net Assets 2016: $28,287,4192016Assets 2017: $28,657,852Liabilities 2017: $40,319Net Assets 2017: $28,617,5332017Assets 2018: $27,948,825Liabilities 2018: $11,475Net Assets 2018: $27,937,3502018Assets 2019: $27,791,694Liabilities 2019: $1,455Net Assets 2019: $27,790,2392019Assets 2020: $27,129,927Liabilities 2020: $2,191Net Assets 2020: $27,127,7362020Assets 2021: $28,370,116Liabilities 2021: $2,185Net Assets 2021: $28,367,9312021Assets 2022: $27,250,641Liabilities 2022: $2,631Net Assets 2022: $27,248,0102022Assets 2023: $25,765,281Liabilities 2023: $3,435Net Assets 2023: $25,761,8462023Assets 2024: $25,561,959Liabilities 2024: $0Net Assets 2024: $25,561,9592024

Highlighted filing

2014

Assets$30,803,844
Liabilities$66,010
Net Assets$30,737,834
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,345,490Expenses 2011: $1,782,947Net Income 2011: -$437,4572011Revenue 2012: $1,032,299Expenses 2012: $1,643,938Net Income 2012: -$611,6392012Revenue 2013: $1,550,530Expenses 2013: $1,982,729Net Income 2013: -$432,1992013Revenue 2014: $2,730,695Expenses 2014: $1,831,554Net Income 2014: $899,1412014Revenue 2015: $1,048,403Expenses 2015: $1,971,389Net Income 2015: -$922,9862015Revenue 2016: $451,680Expenses 2016: $1,979,109Net Income 2016: -$1,527,4292016Revenue 2017: $2,288,210Expenses 2017: $1,958,096Net Income 2017: $330,1142017Revenue 2018: $1,298,367Expenses 2018: $1,978,550Net Income 2018: -$680,1832018Revenue 2019: $1,733,917Expenses 2019: $1,881,028Net Income 2019: -$147,1112019Revenue 2020: $1,235,547Expenses 2020: $1,898,050Net Income 2020: -$662,5032020Revenue 2021: $3,446,058Expenses 2021: $2,205,863Net Income 2021: $1,240,1952021Revenue 2022: $822,983Expenses 2022: $1,942,904Net Income 2022: -$1,119,9212022Revenue 2023: $1,247,023Expenses 2023: $2,733,187Net Income 2023: -$1,486,1642023Revenue 2024: $1,812,458Expenses 2024: $2,012,345Net Income 2024: -$199,8872024

Highlighted filing

2014

Revenue$2,730,695
Expenses$1,831,554
Net Income$899,141
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD BRINKLEYBoard MemberPT$10,000-$10,000
GARY BALDREE SRBoard Member-$9,000-$9,000
ROBERT MATTOCKSBoard Member-$9,000-$9,000
MARVIN MULLINIXBoard Member-$9,000-$9,000
SILAS SEYMOURBoard Member-$9,000-$9,000
Filing and Contact Details

Filer

Filer Name
The Harold H Bate Foundation Inc
EIN
56-2121302
Phone
2526381998
Address
PO BOX 14298, NEW BERN, NC 28561

Signing Officer

Name
Don Brinkley
Title
Board Member
Phone
2526381998
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
PO BOX 1547, NEW BERN, NC 28563
Preparer
William O Austin CPA
Phone
2526335821
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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,803,844
Liabilities
$66,010
Net assets
$30,737,834
Revenue
$2,730,695
Expenses
$1,831,554
Net income
$899,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$0.00$25.6$1.81$2.01$0.20
2023Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$1.25$2.73$1.49
2022Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.2$0.82$1.94$1.12
2021Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$3.45$2.21$1.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.00$27.1$1.24$1.90$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.00$27.8$1.73$1.88$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.01$27.9$1.30$1.98$0.68
2017Detailed filing. Detailed filing data is available for this year.$28.7$0.04$28.6$2.29$1.96$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$0.14$28.3$0.45$1.98$1.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.05$29.8$1.05$1.97$0.92
2014Detailed filing. Detailed filing data is available for this year.$30.8$0.07$30.7$2.73$1.83$0.90
2013Detailed filing. Detailed filing data is available for this year.$29.9$0.01$29.8$1.55$1.98$0.43
2012Summary only. Only limited summary data is available for this year.$30.3$0.00$1.03$1.64$0.61
2011Summary only. Only limited summary data is available for this year.$30.9$0.00$1.35$1.78$0.44