Civic Intelligence

Dr Mary E Bates Trust Fund

990PF • Fiscal year 2022 • EIN 84-6028055

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

Organization Profile
8899 Black Mountain DriveConifer, CO 80433-9715

(303) 670-7944

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$8,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-27%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$304,367

Up $58,678 (+24%) from 2021

Net Assets

Up

$304,367

Up $58,678 (+24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Down

$93,907

Down $35,350 (-27%) from 2021

Expenses

Down

$35,229

Down $79,988 (-69%) from 2021

Net Income

Up

$58,678

Up $44,638 (+318%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.0M$500K$0-$500KAssets 2011: $552,869Liabilities 2011: $02011Assets 2012: $503,004Liabilities 2012: $02012Assets 2013: $449,825Liabilities 2013: $0Net Assets 2013: -$253,9562013Assets 2014: $394,327Liabilities 2014: $02014Assets 2015: $332,236Liabilities 2015: $02015Assets 2016: $285,993Liabilities 2016: $1,194Net Assets 2016: $284,7992016Assets 2017: $309,912Liabilities 2017: $2,634Net Assets 2017: $307,2782017Assets 2018: $282,216Liabilities 2018: $2,492Net Assets 2018: $279,7242018Assets 2019: $246,455Liabilities 2019: $2,730Net Assets 2019: $243,7252019Assets 2020: $231,649Liabilities 2020: $0Net Assets 2020: $231,6492020Assets 2021: $245,689Liabilities 2021: $0Net Assets 2021: $245,6892021Assets 2022: $304,367Liabilities 2022: $0Net Assets 2022: $304,3672022Assets 2023: $312,571Liabilities 2023: $0Net Assets 2023: $312,5712023Assets 2024: $330,886Liabilities 2024: $0Net Assets 2024: $330,8862024

Highlighted filing

2022

Assets$304,367
Liabilities$0
Net Assets$304,367
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $97,102Expenses 2011: $138,801Net Income 2011: -$41,6992011Revenue 2012: $103,499Expenses 2012: $153,364Net Income 2012: -$49,8652012Revenue 2013: $109,239Expenses 2013: $160,148Net Income 2013: -$50,9092013Revenue 2014: $120,425Expenses 2014: $178,193Net Income 2014: -$57,7682014Revenue 2015: $125,656Expenses 2015: $187,747Net Income 2015: -$62,0912015Revenue 2016: $139,778Expenses 2016: $187,215Net Income 2016: -$47,4372016Revenue 2017: $137,129Expenses 2017: $189,566Net Income 2017: -$52,4372017Revenue 2018: $138,013Expenses 2018: $184,624Net Income 2018: -$46,6112018Revenue 2019: $149,139Expenses 2019: $185,138Net Income 2019: -$35,9992019Revenue 2020: $101,874Expenses 2020: $2,696,459Net Income 2020: -$2,594,5852020Revenue 2021: $129,257Expenses 2021: $115,217Net Income 2021: $14,0402021Revenue 2022: $93,907Expenses 2022: $35,229Net Income 2022: $58,6782022Revenue 2023: $152,860Expenses 2023: $144,656Net Income 2023: $8,2042023Revenue 2024: $135,219Expenses 2024: $116,904Net Income 2024: $18,3152024

Highlighted filing

2022

Revenue$93,907
Expenses$35,229
Net Income$58,678
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN KARGOLTrusteePT$8,000-$8,000
JANET WOLFETrustee-$7,000-$7,000
REBECCA A WOLFETrustee-$7,000-$7,000
DAN WOLFETrustee-$7,000-$7,000
MARILYN C BRISCOETrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Dr Mary Bates Trust Fund
EIN
84-6028055
In Care Of
% RYAN KARGOL
Phone
3036707944
Address
8899 BLACK MOUNTAIN DRIVE, Conifer, CO 80433-9715

Signing Officer

Name
Ryan Kargol
Title
CFO
Phone
3036707944
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Rocky Mountain Tax & Accounting Services Inc
Address
43177 Salddlehorn Dr, Elizabeth, CO 80107
Preparer
Ryan Kargol
Phone
3034507605
Raw XML Appendix261 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt318897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7123057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt089433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1228264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31213379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5240497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6231778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7162896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8126829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt969165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1022746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1189218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1349293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1578584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ATT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CONSOLIDATED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CORNERSTONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIRST ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HONEYWELL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INGREDION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JANUS GROWTH AND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PACIFIC GAS AND ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12TUPPERWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15XCELL ENERGY
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt088901
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt088901
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt058678
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088907
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt035229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt088907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt093907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035229
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt058678
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0304367
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0245689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0304367
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0132154
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132154
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0132154
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0133390
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01236
IRS990PF/DistributableAmountGrp/TotalTaxAmt01236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01236
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01282
IRS990PF/FMVAssetsEOYAmt02713982
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0230494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0230494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02640109
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0245689
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0304367
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04509
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt063187
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt063187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0245689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0304367
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02713982
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0245689
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0304367
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0245689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0304367
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010686
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010686
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt010686
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02708417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058498
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02649919
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040626
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0133390
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02667791
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02708417
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt38000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt47000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN C BRISCOE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA A WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RYAN KARGOL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAN WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015842 WEST REMINGTON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11500 LAS LOMAS NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt281 SKYLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3341 EUREKA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45206 MERIDIAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUPRISE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TIJERAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CENTRAL CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0853742189
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd187111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd287059
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd380427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495118
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt034000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt034000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RYAN KARGOL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08899 BLACK MOUNTAIND DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CONIFER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0804339715
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03036707944
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RYAN KARGOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03036707944
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0341 EUREKA ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CENTRAL CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080427
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0HUMANE SOCIETIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt098154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02341769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt098154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02243615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02243615
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02243615
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02341769
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt11219
TaxesSchedule/TaxesDetail/CategoryTxt0Property tax
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN KARGOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03036707944
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR MARY BATES TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0DRMA
ReturnHeader/Filer/EIN0846028055
ReturnHeader/Filer/InCareOfNm0% RYAN KARGOL
ReturnHeader/Filer/PhoneNum03036707944
ReturnHeader/Filer/USAddress/AddressLine1Txt08899 BLACK MOUNTAIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0Conifer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0804339715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841265598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rocky Mountain Tax & Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043177 Salddlehorn Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elizabeth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080107
ReturnHeader/PreparerPersonGrp/PhoneNum03034507605
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan Kargol
ReturnHeader/ReturnTs02023-05-03T08:01:36-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KARGOL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,367
Liabilities
$0
Net assets
$304,367
Revenue
$93,907
Expenses
$35,229
Net income
$58,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.14$0.12$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.15$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09$0.04$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.13$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.10$2.70$2.59
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.24$0.15$0.19$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.14$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.14$0.19$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.28$0.14$0.19$0.05
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.13$0.19$0.06
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.12$0.18$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.25$0.11$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.10$0.15$0.05
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.10$0.14$0.04