Civic Intelligence

Charlotte G Yates Foundation

EIN 99-3685503 • Artesia, NM

Pub. 78 EligibleNTEE T20

PO Box 100Artesia, NM 88211-0100

Siviq Scores

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

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

<$500k nonprofits • Source year 2024

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

<$500k nonprofits • Source year 2024

Higher net margin than 80% of similar nonprofits.

<$500k nonprofits • Source year 2024

No value available

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

No value available

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

Source year 2024

No value available

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

Source year 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

$20,245

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$20,245

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue62nd percentile Net Margin80th percentile

Revenue

$75,000

No earlier filing loaded for comparison.

Expenses

$54,630

No earlier filing loaded for comparison.

Net Income

$20,370

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2024

Assets$20,245

Liabilities$0

Net Assets$20,245

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$75,000

Expenses$54,630

Net Income$20,370

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $20,245
Liabilities: $0
Net assets: $20,245
Revenue: $75,000
Expenses: $54,630
Net income: $20,370

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$20.2	$0.00	$20.2	$75.0	$54.6	$20.4

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 10, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLOTTE G YATES	Director	-	$0	-	-
WILLIAM SCOTT BANNISTER	Exec Vice President	-	$0	-	-
TERI LUJAN BANNISTER	Vice President	-	$0	-	-
WESLEY SCOTT BANNISTER	Vice President	-	$0	-	-
SHELBY BANNISTER GARCIA	Vice President	-	$0	-	-
WILSON REID BANNISTER	Vice President	-	$0	-	-
YVONNE PALMER	President	-	$0	-	-
VICTORIA HERNANDEZ	Secretary/Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Charlotte G Yates Foundation
EIN: 99-3685503
Phone: 5758106281
Address: PO BOX 100, ARTESIA, NM 88211-0100

Signing Officer

Name: Yvonne Palmer
Title: President/CEO/trustee
Phone: 5758106281
Signed: 2025-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Sproles Woodard Llp
Address: PO BOX 151, MIDLAND, TX 79702
Preparer: Bill Feuer
Phone: 4326827323

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	7	VICTORIA HERNANDEZ
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5758106277
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	88
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	88
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	21040
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	21040
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	21128
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	21040
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	21040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	CHARLOTTE G YATES TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	P O BOX 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	ARTESIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	882110100
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	75000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	SOUTHWEST BUSINESS COUNSEL LLC
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	1	THE BLUM FIRM, P.C.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	2500
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	1	2500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	12958
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	1	25544
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	1	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	125
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	MEALS & ENTERTAINMENT (50% LIMITED)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	COMPUTER SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	WEBSITE SET UP & LOGO CREATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MEALS & ENTERTAINMENT (50% LIMITED)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OFFICE SUPPLIES & EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	WIRE CHARGES & MISC BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	13135
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1980
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	866
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	22
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	13135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1980
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	866
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	22
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	CHARLOTTE G YATES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	PO BOX 100
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	ARTESIA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	NM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	882110100
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	YVONNE PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT/CEO/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5758106281
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CHARLOTTE G YATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	CHAR
ReturnHeader/Filer/EIN	0	993685503
ReturnHeader/Filer/PhoneNum	0	5758106281
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 100
ReturnHeader/Filer/USAddress/CityNm	0	ARTESIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NM
ReturnHeader/Filer/USAddress/ZIPCd	0	882110100
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	750807999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SPROLES WOODARD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 151
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MIDLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	79702
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4326827323
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BILL FEUER
ReturnHeader/ReturnTs	0	2025-11-12T13:57:41-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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