Civic Intelligence

The Battier Take Charge Foundation Inc.

990 • Fiscal year 2022 • EIN 27-1832986

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

(786) 501-1512

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

81st percentile

$136,418

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

30%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,796,712

Up $286,651 (+11%) from 2021

Net Assets

Up

$2,771,929

Up $273,029 (+11%) from 2021

Liabilities

Up

$24,783

Up $13,622 (+122%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin76th percentile

Revenue

Up

$1,092,862

Up $250,704 (+30%) from 2021

Expenses

Up

$810,269

Up $124,242 (+18%) from 2021

Net Income

Up

$282,593

Up $126,462 (+81%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2022

Assets$2,796,712
Liabilities$24,783
Net Assets$2,771,929
Open 2022 Filing

Operations Trend

Revenue Growth73rd 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

2022

Revenue$1,092,862
Expenses$810,269
Net Income$282,593
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,775,525
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$2,498,900$2,771,929▲ $273,029
Investments Other Securities$2,013,621$2,328,539▲ $314,918
Cash and Non-Interest-Bearing Accounts$306,237$340,756▲ $34,519
Savings and Temporary Cash Investments$108,324$30,264▼ $78,060
Pledges and Grants Receivable$15,000$29,000▲ $14,000
Land, Buildings, and Equipment, Net$1,726$2,087▲ $361
Investments in Publicly Traded Securities$0$489▲ $489
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
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$2,510,061$2,796,712▲ $286,651
Other Assets Total$65,153$65,577▲ $424
Liabilities
Other Liabilities$10,336$23,825▲ $13,489
Accounts Payable and Accrued Expenses$825$958▲ $133
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$11,161$24,783▲ $13,622
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,498,900$2,771,929▲ $273,029
Total Liabilities and Net Assets / Fund Balance$2,510,061$2,796,712▲ $286,651

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,087$13,972$16,059
Other Land Buildings-$1,298$1,298
Other Securities$425,096--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Newell FlemingExecutive DirectorFT$136,418$136,418

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
$1,086,179
Program Service Revenue
$0
Investment Income
$97,207
Other Revenue
$-90,524
All Other Contributions
$854,179
Change in Net Assets
$282,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$315,538
Other Expenses$276,425
Grants and Similar Amounts Paid$218,306
Total Fundraising Expense$20,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$218,306--$218,306
Other Salaries and Wages$118,665$29,667-$148,332
Current Officers, Directors, Trustees, and Key Employees$88,672$27,746$20,000$136,418
Advertising$19,283$19,280-$38,563
Insurance$18,273$12,046-$30,319
Fees for Services Accounting-$27,193-$27,193
Payroll Taxes$18,561$4,640-$23,201
Office Expenses$14,234$6,100-$20,334
All Other Expenses$7,592$7,729-$15,321
Occupancy$6,751$6,750-$13,501
Other Expenses$9,643--$9,643
Pension Plan Contributions$6,070$1,517-$7,587
Information Technology$2,987$4,481-$7,468
Travel$4,297$2,865-$7,162
Fees for Services Other-$6,631-$6,631
Depreciation Depletion-$719-$719
Total Functional Expenses$632,905$157,364$20,000$810,269
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Brothers Big Sisters of Americatampa, FL501(c)(3)scholarships$65,666
University of MiamiCoral Gables, FL501(c)(3)scholarships$20,928
Michigan State UniversityEast Lansing, MI501(c)(3)Scholarships$13,700
Howard UniversityWashington, DC501(c)(3)scholarships$12,813
Spelman CollegeAtlanta, GA501(c)(3)scholarships$10,056
The SEED school of MiamiMiami lakes, FL501(c)(3)scholarships$10,000
Florida International UniversityMiami, FL501(c)(3)scholarships$8,136
morgan state university foundation incbaltimore, MD501(c)(3)scholarships$8,000
thomas jefferson universityphiladelphia, PA501(c)(3)scholarships$8,000
university of floridaGainsville, FL501(c)(3)scholarships$8,000
Morehouse CollegeAtlanta, GA501(c)(3)Scholarships$7,395
PKD FoundationKansas City, MO501(c)(3)General$5,155
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$97,318
Fundraising Gross Income$6,794
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
cabernet$238,794$6,794$24,875$-18,081
Total Events$238,794$6,794$97,318$-90,524
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$23,825
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 responsibilities 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
7865011512
Address
2829 Bird Avenue Suite 5, Miami, FL 33133

Signing Officer

Name
Newell Fleming
Title
Executive Director
Phone
9012334188
Signed
2023-05-15
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
6
Volunteers
45

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML AppendixShowing 400 of 671 raw XML fields

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") HELPS PROMISING YOUNG PEOPLE FROM MIAMI, HOUSTON, DETROIT AND CAMDEN, NJ, TAKE CHARGE OF THEIR LIVES AND REACH THEIR FULL POTENTIAL THROUGH COLLEGE SCHOLARSHIPS, MENTORSHIP, NETWORKING, AND LEADERSHIP TRAINING. THE YOUNG PEOPLE WHO GO THROUGH OUR PROGRAMS, IN TURN, INSPIRE THOSE AROUND THEM - IN THEIR FAMILIES, THEIR NEIGHBORHOODS, AND THEIR SCHOOLS - TO TAKE CHARGE OF THEIR FUTURES. BTCF HAS AWARDED OVER 130 SCHOLARSHIPS SINCE 2008, TOTALING OVER $2.8 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 AND BATTIER NORTH SCHOLARS HAVE EARNED THEIR HIGH SCHOOL DIPLOMA. BTCF'S SCHOLARS ARE LEADERS ON THE CAMPUSES OF PRESTIGIOUS COLLEGES AND UNIVERSITIES THROUGHOUT THE U.S.
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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 IN THE ASSISTANCE WE OFFERED THROUGHOUT THE COVID-19 PANDEMIC.
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,796,712
Liabilities
$24,783
Net assets
$2,771,929
Revenue
$1,092,862
Expenses
$810,269
Net income
$282,593
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
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.02$2.77$1.09$0.81$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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