Anthony Bates Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Sharon Bates

Phone

6024825606

Tax Period

2024-04-01 to 2025-03-31

Anthony Bates Foundation, founded in 2002, is a small nonprofit in the Health Care sector that reported $395K in total revenue in fiscal year 2024. Expenses of $356K left a modest 10% surplus.

Mission

Screening for Cardiac Anomolies in youth

Program Service Accomplishments

Program 1

Expenses: $146,510 Revenue: $393,376

Screening of individuals, primarly students, for conditions that may lead to sudden cardiac arrest. Purchase and donation of automatic external defibrillators

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $393,376

Program Service Revenue $0

Investment Income $1,275

Other Revenue $0

TOTAL REVENUE $394,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,960

Fundraising Expenses $197,777

Program Expenses $146,510

Other Expenses $335,575

TOTAL EXPENSES $355,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,651	N/A	N/A
Expenses	$355,535	N/A	N/A
Net Income	$39,116	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Koenig	Director	2.00	Director	$0	$0	$0
Julie Reese	Director	2.00	Director	$0	$0	$0
Jack Erb	Director	2.00	Director	$0	$0	$0
Cyreen Haddad	Director	2.00	Director	$0	$0	$0
Martie Combs	Director	2.00	Director	$0	$0	$0
Sharon Bates	CEO	40.00	Officer	$0	$0	$0
Brenda Laramore	Vice President	2.00	Officer	$0	$0	$0
Joy Rockwell	Treasurer	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2026	No data	No data	No data	No data
2025	$394,651	$355,535	$158,555	$39,116
2024	$303,195	$294,664	$113,487	$8,531
2023	$226,938	$226,615	$110,657	$323