Civic Intelligence

Mary Elizabeth Bates Foundation

990PF • Fiscal year 2016 • EIN 84-6028054

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

8899 Black Mountain DriveConifer, CO 80433-9715

(303) 803-5518

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.8%

Higher net margin than 38% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$8,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-1.3%

Faster asset growth than 44% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$275,515

Down $3,510 (-1.3%) from 2015

Net Assets

$275,395

No earlier filing loaded for comparison.

Liabilities

Up

$120

Up $120 from 2015

Revenue

Up

$202,755

Up $59,868 (+42%) from 2015

Expenses

Up

$206,385

Up $11,997 (+6.2%) from 2015

Net Income

Up

-$3,630

Up $47,871 (+93%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $490,817Liabilities 2011: $02011Assets 2012: $441,868Liabilities 2012: $02012Assets 2013: $391,012Liabilities 2013: $02013Assets 2014: $330,526Liabilities 2014: $02014Assets 2015: $279,025Liabilities 2015: $02015Assets 2016: $275,515Liabilities 2016: $120Net Assets 2016: $275,3952016Assets 2018: $345,792Liabilities 2018: $0Net Assets 2018: $345,7922018Assets 2019: $313,727Liabilities 2019: $3,309Net Assets 2019: $310,4182019Assets 2020: $2,881,495Liabilities 2020: $12020Assets 2021: $2,852,358Liabilities 2021: $12021Assets 2022: $2,769,231Liabilities 2022: $0Net Assets 2022: $2,769,2312022Assets 2023: $2,780,456Liabilities 2023: $12023

Highlighted filing

2016

Assets$275,515
Liabilities$120
Net Assets$275,395

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $107,631Expenses 2011: $147,964Net Income 2011: -$40,3332011Revenue 2012: $118,152Expenses 2012: $167,101Net Income 2012: -$48,9492012Revenue 2013: $125,381Expenses 2013: $176,323Net Income 2013: -$50,9422013Revenue 2014: $138,708Expenses 2014: $199,108Net Income 2014: -$60,4002014Revenue 2015: $142,887Expenses 2015: $194,388Net Income 2015: -$51,5012015Revenue 2016: $202,755Expenses 2016: $206,385Net Income 2016: -$3,6302016Revenue 2018: $161,836Expenses 2018: $223,095Net Income 2018: -$61,2592018Revenue 2019: $171,464Expenses 2019: $206,838Net Income 2019: -$35,3742019Revenue 2020: $2,769,251Expenses 2020: $198,174Net Income 2020: $2,571,0772020Revenue 2021: $334,681Expenses 2021: $363,818Net Income 2021: -$29,1372021Revenue 2022: $312,174Expenses 2022: $395,301Net Income 2022: -$83,1272022Revenue 2023: $457,685Expenses 2023: $446,460Net Income 2023: $11,2252023

Highlighted filing

2016

Revenue$202,755
Expenses$206,385
Net Income-$3,630
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES L WOLFETrusteePT$8,000-$8,000
RYAN KARGOLTrusteePT$8,000-$8,000
MARILYN C BRISCOTrusteePT$7,000-$7,000
DANIEL K WOLFE IIITrusteePT$7,000-$7,000
REBECCA A WOLFETrusteePT$7,000-$7,000
Filing and Contact Details

Filer

Filer Name
Mary Elizabeth Bates Foundation
EIN
84-6028054
Phone
3038035518
Address
8899 BLACK MOUNTAIN DRIVE, CONIFER, CO 80433-9715

Signing Officer

Name
Ryan Kargol
Title
Trustee
Phone
3038035518
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Edwinbiggscpapc
Address
32186 CASTLE COURT STE 120, EVERGREEN, CO 80439-8569
Preparer
Edwin a Biggs
Phone
3036796444
Raw XML AppendixShowing 400 of 652 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RRYAN KARGOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03036707944
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08899 BLACK MOUNTAIN DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CONIFER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0804339715
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0HUMANE SOCIETIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14DONATIOM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALMOST HOME ADOPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANIMAL RESCUE OF THE ROCKIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ARK VALLEY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOULDER VALLEY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BREEDER RELEASE ADOPTION SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CATS ALIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CAWS-DELTA CITIZENS FOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COLORADO HUMANE SOCIETY & SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8COLORADO PEFE & POM RESCUE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9DENVER DUMB FRIENDS LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10DIVINE FELINE FIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11EAGLE VALLEY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12EVERGREEN ANIMAL PROTECTIVE LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13EVERY CREATURE COUNTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14FELINE RESCUE NETWORK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15FOORHILLS ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16FORT COLLINS CAT RESCUE SPAY & NEUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17FORT MORGAN HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FREEDOM DOGS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19HAMLETT SPAY & NEUTER CLINIC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20HUMANE SOCIETY OF PAGOSA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21HUMANE SOCIETY OF S PLATTE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22HUMANE SOCIETY PIKES PEAK REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23INTERMOUNTAIN HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24INTERNATIONAL HEARING DOGS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25LARIMER HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26LONGMONT HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27MAX FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28MONTROSE ANIMAL PROTECTIVE AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29PET AID COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30SECOND CHANCE ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31SECOND CHANCE HUMANE SOCIETY

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