Civic Intelligence

The Battier Take Charge Foundation Inc.

990 • Fiscal year 2021 • EIN 27-1832986

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profilebattiertakecharge.org
2829 Bird Avenue Suite 5Miami, FL 33133

(901) 233-4188

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

60th percentile

19%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$103,449

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

18%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,510,061

Down $9,705 (-0.4%) from 2020

Net Assets

Up

$2,498,900

Up $26,062 (+1.1%) from 2020

Liabilities

Down

$11,161

Down $35,767 (-76%) from 2020

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin60th percentile

Revenue

Up

$842,158

Up $126,972 (+18%) from 2020

Expenses

Up

$686,027

Up $254,946 (+59%) from 2020

Net Income

Down

$156,131

Down $127,974 (-45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $191,262Liabilities 2011: $0Net Assets 2011: $191,2622011Assets 2012: $363,284Liabilities 2012: $0Net Assets 2012: $363,2842012Assets 2013: $618,350Liabilities 2013: $0Net Assets 2013: $618,3502013Assets 2014: $1,166,772Liabilities 2014: $5,022Net Assets 2014: $1,161,7502014Assets 2015: $1,496,028Liabilities 2015: $1,745Net Assets 2015: $1,494,2832015Assets 2017: $2,141,093Liabilities 2017: $15,341Net Assets 2017: $2,125,7522017Assets 2018: $2,258,573Liabilities 2018: $28,398Net Assets 2018: $2,230,1752018Assets 2019: $2,184,740Liabilities 2019: $25,483Net Assets 2019: $2,159,2572019Assets 2020: $2,519,766Liabilities 2020: $46,928Net Assets 2020: $2,472,8382020Assets 2021: $2,510,061Liabilities 2021: $11,161Net Assets 2021: $2,498,9002021Assets 2022: $2,796,712Liabilities 2022: $24,783Net Assets 2022: $2,771,9292022Assets 2024: $3,417,744Liabilities 2024: $352,542Net Assets 2024: $3,065,2022024

Highlighted filing

2021

Assets$2,510,061
Liabilities$11,161
Net Assets$2,498,900
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $15,4432011Expenses 2012: $43,7392012Revenue 2013: $290,397Expenses 2013: $35,294Net Income 2013: $255,1032013Revenue 2014: $628,589Expenses 2014: $85,189Net Income 2014: $543,4002014Revenue 2015: $488,589Expenses 2015: $156,056Net Income 2015: $332,5332015Revenue 2017: $671,727Expenses 2017: $503,995Net Income 2017: $167,7322017Revenue 2018: $706,611Expenses 2018: $459,148Net Income 2018: $247,4632018Revenue 2019: $699,180Expenses 2019: $838,120Net Income 2019: -$138,9402019Revenue 2020: $715,186Expenses 2020: $431,081Net Income 2020: $284,1052020Revenue 2021: $842,158Expenses 2021: $686,027Net Income 2021: $156,1312021Revenue 2022: $1,092,862Expenses 2022: $810,269Net Income 2022: $282,5932022Revenue 2024: $1,674,376Expenses 2024: $1,383,266Net Income 2024: $291,1102024

Highlighted filing

2021

Revenue$842,158
Expenses$686,027
Net Income$156,131
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$926,154
Mission and Program Overview

Mission

The advancement of education of children by providing educational opportunities to children who might not otherwise have the opportunity to pursue higher education through grants and scholarships.

Encourage and inspire potential leaders to achieve the dream of a college education through scholarships, mentorship, and other programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,472,838$2,498,900▲ $26,062
Investments Other Securities$2,030,637$2,013,621▼ $17,016
Cash and Non-Interest-Bearing Accounts$376,654$306,237▼ $70,417
Savings and Temporary Cash Investments$29,429$108,324▲ $78,895
Pledges and Grants Receivable$10,000$15,000▲ $5,000
Land, Buildings, and Equipment, Net$1,756$1,726▼ $30
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,519,766$2,510,061▼ $9,705
Other Assets Total$71,290$65,153▼ $6,137
Liabilities
Other Liabilities$46,928$10,336▼ $36,592
Accounts Payable and Accrued Expenses$0$825▲ $825
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$46,928$11,161▼ $35,767
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,472,838$2,498,900▲ $26,062
Total Liabilities and Net Assets / Fund Balance$2,519,766$2,510,061▼ $9,705

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,726$13,253$14,979
Other Land Buildings-$1,298$1,298
Other Securities$224,286--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Newell FlemingExecutive DirectorFT$103,449$103,449

Board Members and Trustees

NameTitle
Shane BattierPresident / Director
Heidi BattierVice President
Becky McCarronBoard Member
Dan WhyteBoard Member
Ellen MoreyBoard member
Lorron JamesBoard Member
Sandy GrossmanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$747,747
Program Service Revenue
$0
Investment Income
$114,104
Other Revenue
$-19,693
All Other Contributions
$660,655
Change in Net Assets
$156,131

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$135,066Fair Market Value
Total Noncash Contributions3$135,066-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,068
Salaries, Compensation, and Employee Benefits$229,511
Other Expenses$131,448
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$325,068--$325,068
Current Officers, Directors, Trustees, and Key Employees$77,587$25,862-$103,449
Other Salaries and Wages$70,963$17,741-$88,704
Advertising$11,127$11,126-$22,253
Other Employee Benefits$16,145$4,036-$20,181
Payroll Taxes$12,677$3,169-$15,846
Information Technology-$14,242-$14,242
Fees for Services Accounting-$8,601-$8,601
Insurance$3,365$4,554-$7,919
Office Expenses$4,934$2,115-$7,049
Fees for Services Legal-$6,520-$6,520
Fees for Services Other-$5,968-$5,968
Travel$2,288$2,288-$4,576
Occupancy-$2,906-$2,906
All Other Expenses$1,016$1,015-$2,031
Other Expenses$1,981$3,754-$1,981
Depreciation Depletion-$1,378-$1,378
Pension Plan Contributions$1,065$266-$1,331
Total Functional Expenses$570,486$115,541$0$686,027
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
big brothers big sisters of americaTampa, FL501(c)(3)Scholarships$241,000
Michigan State UniversityEast Lansing, MI501(c)(3)Scholarships$10,000
Morehouse CollegeAtlanta, GA501(c)(3)Scholarships$10,000
The Miami FoundationMiami, FL501(c)(3)General$6,045
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,693
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Dinner$57,000---
Total Events$57,000-$19,693$-19,693
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$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$10,336
Ppp Loan$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 A Line 2

“Shane and Heidi Battier are husband and wife”

Form 990 Part VI Section B Line 12C

“A conflict of interest disclosure is provided to each employee, officer and director. Each employee, officer and director is requested to notify if a conflict exists or if any change would generate a conflict of interest.”

Form 990 Part VI Section C Line 19

“Public documents are available upon request.”

Form 990 Part VI Section B Line 11B

“The form 990 is emailed to persons on the organization's governing body for review before filing.”

Form 990 Part VI Section B Line 15A

“The board of directors decide on the reasonable compensation based on the responsibilites of the position and by comparison to similarly sized organizations.”

Filing and Contact Details

Filer

Filer Name
Battier Take Charge Foundation
EIN
27-1832986
In Care Of
% NEWELL FLEMING
Phone
9012334188
Address
2829 Bird Avenue Suite 5, Miami, FL 33133

Signing Officer

Name
Newell Fleming
Title
Executive Director
Phone
9012334188
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Newell Fleming
Formed
2010
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
30

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0BATTIER TAKE CHARGE FOUNDATION ("BTCF") PROVIDES SCHOLARSHIPS, MENTORSHIP, WELL-ROUNDED ACADEMIC PROGRAMS, AND COMPREHENSIVE SUPPORT TO DRIVEN YOUNG LEADERS FROM MIAMI, HOUSTON AND DETROIT. BTCF HAS AWARDED OVER 100 SCHOLARSHIPS SINCE 2008, TOTALING OVER $2.3 MILLION IN FUNDS PROVIDED. THROUGH BTCF'S PERSONALIZED INVESTMENT IN EACH SCHOLAR, BTCF HAS ACHIEVED A 95% COLLEGE GRADUATION RATE WITH THE BATTIER SCHOLARS, AND 100% OF THE GUIDE SCHOLARS HAVE EARNED THEIR HIGH SCHOOL DIPLOMA. BTCF'S SCHOLARS ARE LEADERS ON THE CAMPUSES OF PRESTIGIOUS COLLEGES AND UNIVERSITIES THROUGHOUT THE US.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The GUIDE (Giving Underserved Individuals Direction in Education) Program works with driven high-school students to inform them about educational opportunities and motivate them to pursue a college degree. We give them the tools and support they need to excel through high school and onto college campuses. GUIDE students are paired with well-trained mentors, and are provided with a College Success Coach, SAT and ACT test preparation courses, college-readiness seminars, and countless other resources and benefits. Successful completion of our two-year program earns each scholar a full, four-year Florida Prepaid College Scholarship. GUIDE has enhanced the lives of over 60 students from Miami Dade Public Schools.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Our commitment to all Scholars in our Foundation reaches far beyond the financial benefit of the scholarships we award. We pride ourselves on creating relationships and providing a comprehensive level of support to each of our scholars, which has grown into our Battier "Go Beyond" Program. With Go Beyond, we adapt to meet their needs, and strive to instill the confidence in each of them that we are behind them in pursuit of their goals. Some of the dynamic ways in which we provide this personalized support are through our Battier Grant Initiative, our Scholars Retreats, and most recently, in the assistance we have offered throughout the Covid-19 pandemic.
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,510,061
Liabilities
$11,161
Net assets
$2,498,900
Revenue
$842,158
Expenses
$686,027
Net income
$156,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.35$3.07$1.67$1.38$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.02$2.77$1.09$0.81$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$0.84$0.69$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.05$2.47$0.72$0.43$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.03$2.16$0.70$0.84$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.03$2.23$0.71$0.46$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.02$2.13$0.67$0.50$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.49$0.49$0.16$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.63$0.09$0.54
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.29$0.04$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.02