Civic Intelligence

Bates Technical College Foundation

EIN 94-3165935 • 501(c)3 • Tacoma, WA

Profile

To provide scholarships, training programs, materials and support to students at bates technical college.

1101 South Yakima AveTacoma, WA 98405

n/A

Siviq Scores

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

Liabilities / Assets

41st percentile

0.07x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

54th percentile

0.19x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

39%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

159%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,747,320

Up $1,625,164 (+39%) from 2024

Liabilities

Up

$418,113

Up $271,013 (+184%) from 2024

Net Assets

Up

$5,329,207

Up $1,354,151 (+34%) from 2024

Revenue

Up

$2,187,341

Up $1,343,057 (+159%) from 2024

Expenses

Up

$993,573

Up $414,908 (+72%) from 2024

Net Income

Up

$1,193,768

Up $928,149 (+349%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $874,089Liabilities 2011: $6,189Net Assets 2011: $867,9002011Assets 2012: $1,023,746Liabilities 2012: $2,973Net Assets 2012: $1,020,7732012Assets 2013: $1,073,879Liabilities 2013: $6,050Net Assets 2013: $1,067,8292013Assets 2014: $1,227,562Liabilities 2014: $23,880Net Assets 2014: $1,203,6822014Assets 2015: $1,195,180Liabilities 2015: $8,750Net Assets 2015: $1,186,4302015Assets 2016: $1,198,137Liabilities 2016: $9,725Net Assets 2016: $1,188,4122016Assets 2017: $1,403,249Liabilities 2017: $17,592Net Assets 2017: $1,385,6572017Assets 2018: $1,674,491Liabilities 2018: $9,000Net Assets 2018: $1,665,4912018Assets 2019: $1,989,577Liabilities 2019: $0Net Assets 2019: $1,989,5772019Assets 2020: $2,711,519Liabilities 2020: $43,184Net Assets 2020: $2,668,3352020Assets 2021: $3,317,204Liabilities 2021: $102,724Net Assets 2021: $3,214,4802021Assets 2022: $3,146,698Liabilities 2022: $142,325Net Assets 2022: $3,004,3732022Assets 2023: $3,471,384Liabilities 2023: $20,835Net Assets 2023: $3,450,5492023Assets 2024: $4,122,156Liabilities 2024: $147,100Net Assets 2024: $3,975,0562024Assets 2025: $5,747,320Liabilities 2025: $418,113Net Assets 2025: $5,329,2072025

Highlighted filing

2025

Assets$5,747,320
Liabilities$418,113
Net Assets$5,329,207

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $379,529Expenses 2011: $341,012Net Income 2011: $38,5172011Expenses 2012: $327,4192012Expenses 2013: $280,4222013Revenue 2014: $386,235Expenses 2014: $330,304Net Income 2014: $55,9312014Revenue 2015: $400,992Expenses 2015: $403,179Net Income 2015: -$2,1872015Revenue 2016: $422,372Expenses 2016: $356,120Net Income 2016: $66,2522016Revenue 2017: $618,111Expenses 2017: $455,839Net Income 2017: $162,2722017Revenue 2018: $535,538Expenses 2018: $227,783Net Income 2018: $307,7552018Revenue 2019: $705,277Expenses 2019: $355,177Net Income 2019: $350,1002019Revenue 2020: $1,073,682Expenses 2020: $352,287Net Income 2020: $721,3952020Revenue 2021: $571,354Expenses 2021: $358,507Net Income 2021: $212,8472021Revenue 2022: $729,777Expenses 2022: $295,695Net Income 2022: $434,0822022Revenue 2023: $783,710Expenses 2023: $423,277Net Income 2023: $360,4332023Revenue 2024: $844,284Expenses 2024: $578,665Net Income 2024: $265,6192024Revenue 2025: $2,187,341Expenses 2025: $993,573Net Income 2025: $1,193,7682025

Highlighted filing

2025

Revenue$2,187,341
Expenses$993,573
Net Income$1,193,768

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.75$0.42$5.33$2.19$0.99$1.19
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.15$3.98$0.84$0.58$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.02$3.45$0.78$0.42$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.14$3.00$0.73$0.30$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.10$3.21$0.57$0.36$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.04$2.67$1.07$0.35$0.72
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.71$0.36$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.67$0.54$0.23$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.02$1.39$0.62$0.46$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.42$0.36$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.40$0.40$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.20$0.39$0.33$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.01$1.07$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.33
2011Summary only. Only limited summary data is available for this year.$0.87$0.01$0.87$0.38$0.34$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.5
Gross Receipts
$2,187,341
Mission and Program Overview

Mission

To provide scholarships, training programs, materials and support to students at bates technical college.

To provide scholarships, emergency assistance and support to students at bates technical college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,023,146$3,353,124▲ $329,978
Cash and Non-Interest-Bearing Accounts$1,097,983$1,612,950▲ $514,967
Accounts Receivable-$780,224-
Prepaid Expenses and Deferred Charges$1,027$1,022▼ $5
Total Assets$4,122,156$5,747,320▲ $1,625,164
Liabilities
Accounts Payable and Accrued Expenses$147,100$418,113▲ $271,013
Total Liabilities$147,100$418,113▲ $271,013
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,309,649$4,521,780▲ $1,212,131
Net Assets Without Donor Restrictions$665,407$807,427▲ $142,020
Total Net Assets Fund Balance$3,975,056$5,329,207▲ $1,354,151
Total Liabilities and Net Assets / Fund Balance$4,122,156$5,747,320▲ $1,625,164

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,353,124--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,606,179$1,140▲ $172,312-$1,779,631
2023$1,452,653$1,140▲ $152,386-$1,606,179
2022$1,347,008$1,160▲ $104,485-$1,452,653
2021$1,578,087$35,870▼ $266,949-$1,347,008
2020$1,281,040$638▲ $296,409-$1,578,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Chelsea LindquistExecutive DirectorFT$127,494$127,494

Board Members and Trustees

NameTitle
Linda JadwinChair
Jd ElquistBoard Member
Krista MontesBoard Member
Michael CameronBoard Member
Norman BellamyBoard Member
Tom GeorgeBoard Member
Debbie WinskillSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,017,572
Program Service Revenue
$0
Investment Income
$169,769
Other Revenue
$0
All Other Contributions
$2,017,572
Change in Net Assets
$1,193,768

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table27$68,286Donor Reported
Total Noncash Contributions27$68,286-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,187,341
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$458,284
Total Revenue per Audited Statements
$2,645,625
Total Revenue per Form 990
$2,187,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$595,140
Grants and Similar Amounts Paid$398,433
Total Fundraising Expense$21,016
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$398,433--$398,433
Fees for Services Legal-$14,700-$14,700
Fees for Services Accounting-$11,000-$11,000
Information Technology$8,440--$8,440
Fees for Services Other-$4,400-$4,400
Insurance$100$1,915-$2,015
Travel-$476-$476
Other Expenses$532,850$50$21,016$50
Total Functional Expenses$939,823$32,734$21,016$993,573

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,291,474
Expenses per Audited Statements$993,573
Total Expenses per Form 990$993,573
Expenses Not Reported on Form 990$297,901
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is presented to all members of the governing body before filing.

Form 990, Part VI, Section B, Line 12C

Policy signed annually by members

Form 990, Part VI, Section C, Line 19

Upon request and another's website.

Filing and Contact Details

Filer

Filer Name
Bates Technical College Foundation
EIN
94-3165935
Phone
2536807160
Address
1101 SOUTH YAKIMA AVE, TACOMA, WA 98405

Signing Officer

Name
Chelsea Lindquist
Title
Director
Phone
2536807160
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chelsea Lindquist
Formed
1992
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
11

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Craig P Catlin
Phone
2535667070
Supplemental Narrative

Additional Explanations

Part XII, Line 2C Explanation

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The intended use of the organization's endowment fund is to use the income from the endowment fund to provide scholarships.

Raw XML AppendixShowing 400 of 415 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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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0844284
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01193768
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02017572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0779242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0638828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0525410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0513219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04474271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0169769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0144882
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0204367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058135
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0642195
IRS990ScheduleA/PublicSupportCY170Pct00.87450
IRS990ScheduleA/PublicSupportPY170Pct00.86480
IRS990ScheduleA/PublicSupportTotal170Amt04474271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02017572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0779242
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0638828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0525410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0513219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04474271
IRS990ScheduleA/TotalSupportAmt05116466
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0172312
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01347008
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01452653
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01578087
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01347008
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01281040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0638
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01578087
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0296409
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0297901
IRS990ScheduleD/DonatedServicesUseFcltsAmt0297901
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IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MUTUAL FUNDS
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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62000
IRS990ScheduleD/RevenueNotReportedAmt0458284
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02187341
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO USE THE INCOME FROM THE ENDOWMENT FUND TO PROVIDE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt03353124
IRS990ScheduleD/TotalExpensesPerForm990Amt0993573
IRS990ScheduleD/TotalRevenuePerForm990Amt02187341
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02645625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01291474
IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH SCHOLARSHIPS
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt027
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0MISCELLANEOUS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0DONOR REPORTED
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY SIGNED ANNUALLY BY MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST AND ANOTHER'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2C EXPLANATION
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IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/USAddress/ZIPCd098405
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHELSEA LINDQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02536807160
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATES TECHNICAL COLLEGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATE
ReturnHeader/Filer/EIN0943165935
ReturnHeader/Filer/PhoneNum02536807160
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 SOUTH YAKIMA AVE
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA

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