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Nonprofit · EIN 99-1135927

BATES PHILANTHROPIC INITIATIVE

Tax-exempt · LITTLETON, CO 80128

Financials

$125K$51K2024$160K$157K2025
Revenue Expenses · by fiscal year end
Financials of BATES PHILANTHROPIC INITIATIVE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$159,938$156,545$3,393$87,651$10,008$77,643
December 31, 2024990-EZ$125,318$51,068$74,250$74,250–$74,250
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$162,651
Investment income
$561
Net income from fundraising events
-$3,274

Expenses

Grants and similar amounts paid
$137,000
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$5,555
Occupancy
$541
Printing, publications and postage
$710
Other expenses
$12,739
Program services (functional)
$145,453

Balance sheet and other

Total assets, start of year
$74,250
Total assets, end of year
$87,651
Total liabilities, end of year
$10,008
Net assets, end of year
$77,643
Cash, savings and investments
$84,282
Gross receipts
$190,874

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Steve BatesPresident30$0
Michael BearupSecretary2$0
Susanne BatesTreasurer30$0
990-EZ for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Steve BatesPresident30$0
Michael BearupSecretary2$0
Susanne BatesTreasurer30$0

Address and contacts

Address (IRS master file)
8156 S WADSWORTH BLVD UNIT E 520, LITTLETON, CO 80128-9114
In care of
% STEVE BATES
Signed the 990-EZ
Susanne Bates, Treasurer

Mission

The Bates Philanthropic Initiative is committed to making a positive impact on our community by ensuring that high school students in Colorado experiencing financial hardship have access to quality post-secondary education and career opportunities with a particular focus on career and technical education CTE.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • The Bates Philanthropic Initiative BPI provides grants to nonprofit partners that deliver critical wrap-around services like transportation childcare language support and mentoring to financially disadvantaged young adults in Colorado. These wrap-around services help to ensure that potential barriers students encounter during their education do not impede their progress towards establishing financial stability and successful careers. Through these grants in 2025 BPI supported over 120 under-resourced students as they gained knowledge and experience in skilled trades.
    Expenses $105,000 · grants $102,000
  • The Bates Philanthropic Initiative BPI provides scholarships to graduating high school seniors with a financial need who are pursuing post-secondary certifications associate degrees and apprenticeships in skills-based fields. In 2025 BPI awarded scholarships to seven students in Colorado.
    Expenses $40,453 · grants $35,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-1135927
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B12)
Assets (IRS master file)
$87,651
Income (IRS master file)
$190,874

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$159,938$156,545$87,651XML
990-EZDecember 2024$125,318$51,068$74,250XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-1135927).

Questions about BATES PHILANTHROPIC INITIATIVE

What is the EIN of BATES PHILANTHROPIC INITIATIVE?
The employer identification number (EIN) of BATES PHILANTHROPIC INITIATIVE is 99-1135927.
Is BATES PHILANTHROPIC INITIATIVE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to BATES PHILANTHROPIC INITIATIVE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BATES PHILANTHROPIC INITIATIVE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BATES PHILANTHROPIC INITIATIVE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BATES PHILANTHROPIC INITIATIVE last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of BATES PHILANTHROPIC INITIATIVE?
The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BATES PHILANTHROPIC INITIATIVE have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $159,938, expenses of $156,545 and total assets of $87,651 at year end.

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