Civic Intelligence

Ernest Bates Foundation

990PF • Fiscal year 2019 • EIN 77-0647769

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 12, 2020

C/O Bank Of America Na PO Box 83Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Up

$6,015

Up $4,742 (+373%) from 2015

Net Assets

$6,015

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$7,506

Up $6,506 (+651%) from 2015

Expenses

Down

$2,565

Down $895 (-26%) from 2015

Net Income

Up

$4,941

Up $7,401 (+301%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $220,428Liabilities 2011: $02011Assets 2012: $117,175Liabilities 2012: $02012Assets 2013: $76,956Liabilities 2013: $02013Assets 2014: $3,958Liabilities 2014: $02014Assets 2015: $1,273Liabilities 2015: $02015Assets 2019: $6,015Liabilities 2019: $0Net Assets 2019: $6,0152019Assets 2020: $3,475Liabilities 2020: $0Net Assets 2020: $3,4752020Assets 2021: $3,017Liabilities 2021: $0Net Assets 2021: $3,0172021Assets 2022: $1,097Liabilities 2022: $0Net Assets 2022: $1,0972022Assets 2023: $1,324Liabilities 2023: $0Net Assets 2023: $1,3242023Assets 2024: $106Liabilities 2024: $0Net Assets 2024: $1062024

Highlighted filing

2019

Assets$6,015
Liabilities$0
Net Assets$6,015

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $10,300Expenses 2011: $52,127Net Income 2011: -$41,8272011Revenue 2012: -$11,545Expenses 2012: $54,823Net Income 2012: -$66,3682012Revenue 2013: -$7,327Expenses 2013: $57,280Net Income 2013: -$64,6072013Revenue 2014: $51,574Expenses 2014: $100,505Net Income 2014: -$48,9312014Revenue 2015: $1,000Expenses 2015: $3,460Net Income 2015: -$2,4602015Revenue 2019: $7,506Expenses 2019: $2,565Net Income 2019: $4,9412019Revenue 2020: $15Expenses 2020: $2,555Net Income 2020: -$2,5402020Revenue 2021: $4,000Expenses 2021: $4,459Net Income 2021: -$4592021Revenue 2022: $12Expenses 2022: $1,931Net Income 2022: -$1,9192022Revenue 2023: $1,515Expenses 2023: $1,288Net Income 2023: $2272023Revenue 2024: $176Expenses 2024: $1,396Net Income 2024: -$1,2202024

Highlighted filing

2019

Revenue$7,506
Expenses$2,565
Net Income$4,941
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 12, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG K TAGAWASecretary/CFO-$0--
DR ERNEST BATESChairman-$0--
Filing and Contact Details

Filer

Filer Name
Ernest Bates Foundation
EIN
77-0647769
Phone
8003577094
Address
C/O BANK OF AMERICA NA PO BOX 83, DALLAS, TX 75283-1041

Signing Officer

Name
Dr Ernest Bates
Title
Chairman
Phone
8003577094
Signed
2020-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America Na
Address
PO BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
Phone
8888663275
Raw XML Appendix314 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/ExcessFromYear2Amt01671
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03338
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01805
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01728
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109890
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108162
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ERNEST A BATES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0TWO EMBARCADERO CENTER 410
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094111
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER CHARITABLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11245
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11245
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES - BOA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ERNEST A BATES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0TWO EMBARCADERO CENTER 410
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SAN FRANCISCO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094111
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ERNEST BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08003577094
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERNEST BATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATE
ReturnHeader/Filer/EIN0770647769
ReturnHeader/Filer/PhoneNum08003577094
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BANK OF AMERICA NA PO BOX 83
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752831041
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0867EE68F4DC54F5A06EA0646E87F6C15F42C01E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D1FC840CEC69794B33F7E03FBDF54F899BD0C268
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941687665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANK OF AMERICA NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029011802
ReturnHeader/PreparerPersonGrp/PhoneNum08888663275
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN J KISER
ReturnHeader/ReturnTs02020-09-30T11:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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