Civic Intelligence

Brody Bates Foundation

EIN 84-3544767 • 501(c)3 • MT Pleasant, SC

Profile

To provide college scholarships to area high school seniors that have lost a sibling.

656 Gate Post DriveMT Pleasant, SC 29464

brodybatesfoundation.org/EVENTS

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

44%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$81,496

Up $24,941 (+44%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$81,496

Up $24,941 (+44%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Down

$35,863

Down $13,907 (-28%) from 2022

Expenses

Up

$10,922

Up $9,748 (+830%) from 2022

Net Income

Down

$24,941

Down $23,655 (-49%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$100K$50K$0Assets 2022: $56,555Liabilities 2022: $0Net Assets 2022: $56,5552022Assets 2023: $81,496Liabilities 2023: $0Net Assets 2023: $81,4962023

Highlighted filing

2023

Assets$81,496
Liabilities$0
Net Assets$81,496
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$60K$40K$20K$0Revenue 2022: $49,770Expenses 2022: $1,174Net Income 2022: $48,5962022Revenue 2023: $35,863Expenses 2023: $10,922Net Income 2023: $24,9412023

Highlighted filing

2023

Revenue$35,863
Expenses$10,922
Net Income$24,941
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,496
Liabilities
$0
Net assets
$81,496
Revenue
$35,863
Expenses
$10,922
Net income
$24,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$81.5$0.00$81.5$35.9$10.9$24.9
2022Detailed filing. Detailed filing data is available for this year.$56.6$0.00$56.6$49.8$1.17$48.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 3, 2024
Return Version
2023v5.0
Gross Receipts
$85,414
Mission and Program Overview

Mission

To provide college scholarships to area high school seniors that have lost a sibling.

Program Services

DescriptionGrantsExpenses
GOLF TOURNAMENT HELD TO PROVIDE SCHOLARSHIPS FOR FAMILIES IMPACTED BY CHILD DEATH.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLEMAN BATESOfficer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$83,741$83,741$31,523$52,218
Total Events$83,741$83,741$60,472$23,269
Filing and Contact Details

Filer

Filer Name
Brody Bates Foundation
EIN
84-3544767
Phone
8436938121
Address
656 GATE POST DRIVE, MT PLEASANT, SC 29464

Signing Officer

Name
Coleman Bates
Title
Officer
Phone
8436938121
Signed
2024-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
235 MAGRATH DARBY BOULEVARD STE 140, MOUNT PLEASANT, SC 29464
Preparer
Stephanie Spinucci CPA
Phone
8434168784
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 1,512. Description: dividends. Amount: 161. Total included on form 990-ez, line 4: 1,673.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: baker story. Purpose of payment: scholarship recipient. Amount of payment: 3,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 3,997. Description: photography. Amount: 1,985. Description: website fees. Amount: 520. Description: rent. Amount: 800. Description: supplies. Amount: 620. Total to form 990-ez, line 16: 7,922.”

Raw XML Appendix145 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COLEMAN BATES
IRS990EZ/BooksInCareOfDetail/PhoneNum08436938121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0656 GATE POST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029464
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056555
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024941
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081496
IRS990EZ/FundraisingGrossIncomeAmt083741
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt085414
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01673
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056555
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081496
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056555
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLEMAN BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COLLEGE SCHOLARSHIPS TO AREA HIGH SCHOOL SENIORS THAT HAVE LOST A SIBLING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GOLF TOURNAMENT HELD TO PROVIDE SCHOLARSHIPS FOR FAMILIES IMPACTED BY CHILD DEATH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt049551
IRS990EZ/SpecialEventsNetIncomeLossAmt034190
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010922
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035863
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://BRODYBATESFOUNDATION.ORG/EVENTS/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01673
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0177075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01673
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0177075
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093334
IRS990ScheduleA/Total509Grp/TotalAmt0177075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093334
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0178748
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060472
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011874
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083741
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023269
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031523
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017075
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,512. DESCRIPTION: DIVIDENDS. AMOUNT: 161. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,673.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: BAKER STORY. PURPOSE OF PAYMENT: SCHOLARSHIP RECIPIENT. AMOUNT OF PAYMENT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING. AMOUNT: 3,997. DESCRIPTION: PHOTOGRAPHY. AMOUNT: 1,985. DESCRIPTION: WEBSITE FEES. AMOUNT: 520. DESCRIPTION: RENT. AMOUNT: 800. DESCRIPTION: SUPPLIES. AMOUNT: 620. TOTAL TO FORM 990-EZ, LINE 16: 7,922.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLEMAN BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08436938121
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRODY BATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BROD
ReturnHeader/Filer/EIN0843544767
ReturnHeader/Filer/PhoneNum08436938121
ReturnHeader/Filer/USAddress/AddressLine1Txt0656 GATE POST DRIVE
ReturnHeader/Filer/USAddress/CityNm0MT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029464
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 MAGRATH DARBY BOULEVARD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029464
ReturnHeader/PreparerPersonGrp/PhoneNum08434168784
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE SPINUCCI CPA
ReturnHeader/ReturnTs02024-06-04T11:05:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLEMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BATES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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