Dr Mary E Bates Trust Fund
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves
Dr Mary E Bates Trust Fund is a 501(c)(3) organization based in Conifer, Colorado, registered in 1971, with $135,219 in FY2024 revenue. CharityIndex grades it C+.
8899 Black Mountain Dr, Conifer, CO, 80433 EIN 84-6028055 Since 1971
Revenue (FY2024)
$135K
▼ 11.5% vs prior year
Expenses (FY2024)
$117K
Net assets
$331K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Dr Mary E Bates Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating34 mo reserves · +14% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Dr Mary E Bates Trust Fund: 34 mo reserves · +14% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Dr Mary E Bates Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Dr Mary E Bates Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $109K (FY2013) to $135K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $331K
Operating margin
13.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$331K
Total liabilities
$0
Net assets
$331K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $135,219▼11.5% | $116,904▼19.2% | $330,886▲5.9% | $330,886▲5.9% | 990PF |
| 2023 | $152,860▲62.8% | $144,656▲311% | $312,571▲2.7% | $312,571▲2.7% | 990PF |
| 2022 | $93,907▼27.3% | $35,229▼69.4% | $304,367▲23.9% | $304,367▲23.9% | 990PF |
| 2021 | $129,257▲26.9% | $115,217▼95.7% | $245,689▲6.1% | $245,689▲6.1% | 990PF |
| 2020 | $101,874▼31.7% | $2,696,459▲1356% | $231,649▼5.0% | $231,649▼6.0% | 990PF |
| 2019 | $149,139▲8.1% | $185,138▲0.3% | $243,725▼12.9% | $246,455▼12.7% | 990PF |
| 2018 | $138,013▲0.6% | $184,624▼2.6% | $279,724▼9.0% | $282,216▼8.9% | 990PF |
| 2017 | $137,129▼1.9% | $189,566▲1.3% | $307,278▲7.9% | $309,912▲8.4% | 990PF |
| 2016 | $139,778▲28.0% | $187,215▲16.9% | $284,799▲212% | $285,993▼36.4% | 990PF |
| 2013 | $109,239 | $160,148 | -$253,956 | $449,825 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Dr Mary E Bates Trust Fund a legitimate nonprofit?
- Yes. Dr Mary E Bates Trust Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 84-6028055, based in Conifer, Colorado. Donations are tax-deductible.
- What is Dr Mary E Bates Trust Fund's EIN?
- Dr Mary E Bates Trust Fund's Employer Identification Number (EIN) is 84-6028055.
- How much revenue does Dr Mary E Bates Trust Fund report?
- Dr Mary E Bates Trust Fund reported $135,219 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Dr Mary E Bates Trust Fund have?
- CharityIndex grades Dr Mary E Bates Trust Fund C+, based on financial health (reserves and operating margin).
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Data for Dr Mary E Bates Trust Fund (EIN 84-6028055) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.