Civic Intelligence

Louise H Batz Patient Safety Foundation

EIN 26-4765497 • 501(c)3 • Austin, TX

Profile

The mission of the louise h batz patient safety foundation is to help prevent medical errors by ensuring patients and families have the knowledge needed to promote a safe hospital experience for their loved ones, and to support innovative advancements in patient safety.

7000 Juneberry CoveAustin, TX 78750

www.louisebatz.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$52,500

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

46%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$151,832

Up $47,682 (+46%) from 2023

Liabilities

Flat

$15,400

Flat from 2023

Net Assets

Up

$136,432

Up $47,682 (+54%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin67th percentile

Revenue

Up

$382,198

Up $41,185 (+12%) from 2023

Expenses

Down

$334,516

Down $13,639 (-3.9%) from 2023

Net Income

Up

$47,682

Up $54,824 (+768%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2020: $150,668Liabilities 2020: $15,400Net Assets 2020: $135,2682020Assets 2021: $139,970Liabilities 2021: $15,400Net Assets 2021: $124,5702021Assets 2022: $111,292Liabilities 2022: $15,400Net Assets 2022: $95,8922022Assets 2023: $104,150Liabilities 2023: $15,400Net Assets 2023: $88,7502023Assets 2024: $151,832Liabilities 2024: $15,400Net Assets 2024: $136,4322024

Highlighted filing

2024

Assets$151,832
Liabilities$15,400
Net Assets$136,432
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$200K$0-$200KRevenue 2020: $285,782Expenses 2020: $210,595Net Income 2020: $75,1872020Revenue 2021: $305,170Expenses 2021: $315,868Net Income 2021: -$10,6982021Revenue 2022: $284,149Expenses 2022: $312,827Net Income 2022: -$28,6782022Revenue 2023: $341,013Expenses 2023: $348,155Net Income 2023: -$7,1422023Revenue 2024: $382,198Expenses 2024: $334,516Net Income 2024: $47,6822024

Highlighted filing

2024

Revenue$382,198
Expenses$334,516
Net Income$47,682
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$151,832
Liabilities
$15,400
Net assets
$136,432
Revenue
$382,198
Expenses
$334,516
Net income
$47,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.15$1.36$3.82$3.35$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.15$0.89$3.41$3.48$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.15$0.96$2.84$3.13$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.15$1.25$3.05$3.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.15$1.35$2.86$2.11$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 27, 2025
Return Version
2024v5.0
Gross Receipts
$382,198
Mission and Program Overview

Mission

The mission of the louise h batz patient safety foundation is to help prevent medical errors by ensuring patients and families have the knowledge needed to promote a safe hospital experience for their loved ones, and to support innovative advancements in patient safety.

The mission of the batz foundation is to prevent medical errors by ensuring patients and families have the knowledge needed for a safe hospital experience and to support advancements in patient safety.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,150$151,832▲ $47,682
Savings and Temporary Cash Investments$0--
Accounts Receivable$0--
Other Notes and Loans Receivable, Net$0--
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0--
Prepaid Expenses and Deferred Charges$0--
Total Assets$104,150$151,832▲ $47,682
Other Assets Total$0--
Liabilities
Unsecured Notes Loans Payable$15,400$15,400→ $0
Accounts Payable and Accrued Expenses$0--
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$15,400$15,400→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$88,750$136,432▲ $47,682
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$88,750$136,432▲ $47,682
Total Liabilities and Net Assets / Fund Balance$104,150$151,832▲ $47,682
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Laura TownsendExecutive DirectorFT$52,500$52,500

Board Members and Trustees

NameTitle
Ann BeuhlerDirector
Betsy BakerDirector
Carl HolshouserDirector
Carol WrattenDirector
Charles Holshouser JrDirector
Chris ParkerDirector
Christine AuneDirector
Clay HolshouserDirector
Crystal Del BosqueDirector
Daniel NelsonDirector
Daniel PeavyDirector
Elizabeth FriedmanDirector
Frank OverdykDirector
George Scott AmesDirector
Jenny WoodDirector
Joanne HolshouserDirector
John HolshouserDirector
Karen BrockwellDirector
Karen BryantDirector
Lisa RayDirector
Margaret GunnDirector
Mark GrabanDirector
Mertie WoodDirector
Michael ShabotDirector
Nelson TuazonDirector
Patricia Ann ClarkDirector
Patrick ReevesDirector
Peter BartlettDirector
Robyn HargroveDirector
Rodney GrayDirector
Shannon Watson PeiferDirector
Tom HolshouserDirector
Tommye AustinDirector
Tricia O ConnellDirector
Veronica YoungDirector
Vivia V RobertsonDirector
Will HolshouserDirector
Yan XiaoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$382,198
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$240,000
Change in Net Assets
$47,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,633
Salaries, Compensation, and Employee Benefits$59,883
Total Fundraising Expense$39,761
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$89,422-$28,000$117,422
Current Officers, Directors, Trustees, and Key Employees$52,500--$52,500
Office Expenses$26,568$3,100$5,869$35,537
Other Expenses$34,269$0$0$34,269
Information Technology$23,926$7,453$924$32,303
Conferences and Meetings$11,951$256$4,968$17,175
Fees for Services Accounting$14,500$2,047-$16,547
Advertising$13,788--$13,788
Travel$6,521$1,071-$7,592
Payroll Taxes-$7,383-$7,383
Total Functional Expenses$273,445$21,310$39,761$334,516
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bingo De Mayo$71,419$66,419$0$66,419
Total Events$71,419$66,419$44,742$21,677
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0--
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is provided to the executive director, who shares the information with the board and board treasurer for review and distribution. In turn, the 990 is made available to all board members, including the general public, on the foundation website. Anyone unable to obtain a copy of the 990 may do so by emailing in a request to [email protected]”

Form 990, Part VI, Section B, Line 12C

“First, the executive director summons all acting board members to a special session to discuss current policy processes. During the annual board meeting, the executive director places the conflict of interest policy and its compliance on the agenda for discussion. We collect and file updated "conflict of interest policy" agreement forms and signatures confirming policy compliance. The executive director continuously monitors and encourages discussion about any perceptions or situations that might contradict the active policy.”

Form 990, Part VI, Section B, Line 15

“At year's end there is a review of economic data for employee compensation, and approval is reviewed and approved by the board; however, in the last several years, the executive director has declined to receive an increase; therefore, the salary has not increased to meet normal economic metrics and is low when compared to the economical data.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial statements are available on the website and open to all upon request.”

Filing and Contact Details

Filer

Filer Name
Louise H Batz Patient Safety Foundation
EIN
26-4765497
Phone
2102620358
Address
7000 Juneberry Cove, Austin, TX 78750

Signing Officer

Name
Dionne Cardenas Phillips
Title
Chief Financial Officer
Phone
2102620358
Signed
2025-04-27

Organization Details

Principal Officer
Laura Batz Twonsend
Formed
2009
Legal Domicile
TX
Voting Board Members
40
Independent Board Members
40
Employees
1
Volunteers
43
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IRS990/Form990PartVIISectionAGrp/PersonNm11Tom Holshouser
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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