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Anthony Bates Foundation

Tax-deductible

Phoenix, AZ501(c)(3)Since 2002Health Care EIN 27-0038708Revenue $446K in FY2026

On file with the IRSanthonybates.org3241 E Shea Blvd Ste 1 Pmb 501, 85028-3335 · Phoenix, AZTax-exempt since Sep 2003Publicly supported charity — 170(b)(1)(A)(vi)

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Screening for Cardiac Anomolies in youth

501(c)(3) charity; gifts are tax-deductible.
33¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2026 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $38K a year · 11% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
33%
of spending
Concern: 33% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$94K
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$446K
+13% vs prior year
Spent
$341K
To programs
33%
Net assets
$219K
By yearFY2020–FY2026
Revenue
$446K
FY2026▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$60K
FY2021$56K
FY2022$150K
FY2023$227K
FY2024$303K
FY2025$395K
FY2026$446K
Expenses
$341K
FY2026▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022Not on file
FY2023$227K
FY2024$295K
FY2025$356K
FY2026$341K
Net assets
$219K
FY2026▲ +81%
Tap a bar for its year
Net assets by fiscal year
FY2020$13K
FY2021$16K
FY2022$88K
FY2023$73K
FY2024$82K
FY2025$121K
FY2026$219K

From the FY2026 Form 990 (year ending March 2026) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Sep 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

33 cents of each dollar spent went to programs.

Program services 33% · $111K Management & general 0% · $2K Fundraising 67% · $228K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2025); the FY2026 filing did not itemize Part VII
Steve Koenig
Director
$0Pt VII · Sec A
Julie Reese
Director
$0Pt VII · Sec A
Jack Erb
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Martie Combs
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Brenda Laramore
Vice President
$0Pt VII · Sec A
Joy Rockwell
Treasurer
$0Pt VII · Sec A

Sharon Bates’s $18K as CEO is at the 10th percentile of top reported officer pay among 1980 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Anthony Bates Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Screening youth for heart conditions to prevent sudden cardiac arrest.

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Provided by the organization

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1 program · $111K · in their own filed words · FY2025
01

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

$111Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
The Wold Family FoundationFY2025$8K
Total grants receivedfrom 1 funder$8K

By the numbers

The FY2026 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$446K
Ln 12
Gifts and grantsLn 1h$446K
Investment incomeLn 3$5
Money outPt IX
$341K
Ln 25
Programscol B$111K
Managementcol C$2K
Fundraisingcol D$228K
Owns and owesPt X
$219K
net assets · Ln 32
Cash and savingsLn 1–2$24K
Total assetsLn 16$313K
LiabilitiesLn 26$94K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$446K
Noncash giftsLn 1g$160K
Fundraising eventsLn 1c$88K
Investment incomeLn 3$5
Total revenueLn 12$446K
Assets in detailPt X, end of year
CashLn 1$24K
Cash and savings togetherLn 1–2$24K
Other assetsLn 15$84K
Total assetsLn 16$313K
LiabilitiesLn 26$94K
Net assetsLn 32$219K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY26End FY26
Cash and savingsLn 1–2$321$24K
Total assetsLn 16$159K$313K
LiabilitiesLn 26$38K$94K
Net assetsLn 32$121K$219K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1K$1K
Payroll taxesLn 10$4K$4K
Accounting feesLn 11c$1K$1K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$30K$30K
Information technologyLn 14$603$603
OccupancyLn 16$32K$32K
TravelLn 17$664$664
InterestLn 20$9K$9K
Depreciation, depletion and amortizationLn 22$11K$11K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$13K$13K$359
All other expensesLn 24e$228K$228K
Total functional expensesLn 25$341K$111K$2K$228K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest Viewing $446K$341K$105K$219K 990 PDF
FY2025 $395K$356K$39K$121K 990 PDF
FY2024 $303K$295K$9K$82K 990 PDF
FY2023 $227K$227K$323$73K 990 PDF
FY2022 $150K$88K 990 PDF
FY2021 $56K$16K 990 PDF
FY2020 $60K$13K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2026 990 (6 parts)
Part I · Summary $445,853 revenue, 12 lines filed
I-8 Contributions and grants$445,848
I-9 Program service revenue$0
I-10 Investment income$5
I-11 Other revenue$0
I-12 Total revenue$445,853
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$5,570
I-16a Professional fundraising fees$0
I-17 Other expenses$335,117
I-18 Total expenses$340,687
I-19 Revenue less expenses$105,166
Part VI · Governance 4 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $445,853 across 7 lines filed
VIII-1c Fundraising events$87,655
VIII-1f All other contributions, gifts and grants$358,193
VIII-1g Noncash contributions (included above)$160,348
VIII-1h Total contributions, gifts and grants$445,848
VIII-3 Investment incomeRelated to mission $5$5
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $5 · Unrelated business $0 · Excluded from tax $0$445,853
Part IX · Statement of functional expenses $340,687 across 13 lines filed
IX-7 Other salaries and wagesManagement $1,205$1,205
IX-10 Payroll taxesPrograms $4,365$4,365
IX-11c Accounting feesPrograms $1,465$1,465
IX-12 Advertising and promotionPrograms $1,014$1,014
IX-13 Office expensesPrograms $30,002$30,002
IX-14 Information technologyPrograms $603$603
IX-16 OccupancyPrograms $31,527$31,527
IX-17 TravelPrograms $664$664
IX-20 InterestPrograms $9,377$9,377
IX-22 Depreciation, depletion and amortizationPrograms $11,136$11,136
IX-23 InsurancePrograms $8,005$8,005
IX-24 Other expenses (24a–d)Programs $12,890 · Management $359$13,249
IX-24e All other expensesFundraising $228,075$228,075
IX-25 Total functional expensesPrograms $111,048 · Management $1,564 · Fundraising $228,075$340,687
Part X · Balance sheet $312,517 assets, 10 lines filed
Asset lines not itemized here account for $2,709; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $321$23,648
X-4 Accounts receivableStart of year $54,488$192,911
X-9 Prepaid expenses and deferred chargesStart of year $11,166$9,167
X-15 Other assetsStart of year $84,969$84,082
X-16 Total assetsStart of year $158,555$312,517
X-17 Accounts payable and accrued expensesStart of year $16,725$25,766
X-25 Other liabilitiesStart of year $21,080$68,200
X-26 Total liabilitiesStart of year $37,805$93,966
X-32 Total net assets or fund balancesStart of year $120,750$218,551
X-33 Total liabilities and net assetsStart of year $158,555$312,517
Part XI · Reconciliation of net assets $218,551 net assets at year end
XI-1 Total revenue$445,853
XI-2 Total expenses$340,687
XI-3 Revenue less expenses$105,166
XI-4 Net assets at start of year$120,750
XI-8 Prior period adjustments−$7,365
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$218,551

Form 990 e-file (XML) FY2026 from the IRS · Classification, formation year and address from the IRS Business Master File

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