Civic Intelligence

The Harold H Bate Foundation Inc

990PF • Fiscal year 2016 • EIN 56-2121302

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

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

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • NTEE T • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.31x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

2nd percentile

-338%

Higher net margin than 2% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

16th percentile

$10,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

15th percentile

-4.8%

Faster asset growth than 15% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$28,426,321

Down $1,440,047 (-4.8%) from 2015

Net Assets

Down

$28,287,419

Down $1,527,429 (-5.1%) from 2015

Liabilities

Up

$138,902

Up $87,382 (+170%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin2nd percentile

Revenue

Down

$451,680

Down $596,723 (-57%) from 2015

Expenses

Up

$1,979,109

Up $7,720 (+0.4%) from 2015

Net Income

Down

-$1,527,429

Down $604,443 (-65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$28,426,321
Liabilities$138,902
Net Assets$28,287,419
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$451,680
Expenses$1,979,109
Net Income-$1,527,429
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay16th 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
2017-11-07
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20D R HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DR PEPPER SNAPPLE GROUP INC.
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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,426,321
Liabilities
$138,902
Net assets
$28,287,419
Revenue
$451,680
Expenses
$1,979,109
Net income
-$1,527,429
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
2016Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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