Civic Intelligence

The Battier Take Charge Foundation Inc.

990 • Fiscal year 2023 • EIN 27-1832986

Jan 01, 2023 to Jul 31, 2023 • Filed on Jun 17, 2024

550 NW 42 avenue 4th floorMiami, FL 33126

(786) 501-1512

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.11x

Higher debt load relative to revenue than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

41st percentile

0.2%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

1.0%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,824,053

Up $27,341 (+1.0%) from 2022

Net Assets

Up

$2,774,092

Up $2,163 (+0.1%) from 2022

Liabilities

Up

$49,961

Up $25,178 (+102%) from 2022

Revenue

Down

$459,536

Down $633,326 (-58%) from 2022

Expenses

Down

$458,481

Down $351,788 (-43%) from 2022

Net Income

Down

$1,055

Down $281,538 (-100%) from 2022

Historical Trend

Balance Sheet Trend

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 2023: $2,824,053Liabilities 2023: $49,961Net Assets 2023: $2,774,0922023Assets 2024: $3,417,744Liabilities 2024: $352,542Net Assets 2024: $3,065,2022024

Highlighted filing

2023

Assets$2,824,053
Liabilities$49,961
Net Assets$2,774,092

Operations Trend

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 2023: $459,536Expenses 2023: $458,481Net Income 2023: $1,0552023Revenue 2024: $1,674,376Expenses 2024: $1,383,266Net Income 2024: $291,1102024

Highlighted filing

2023

Revenue$459,536
Expenses$458,481
Net Income$1,055
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jul 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.0
Gross Receipts
$749,779
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$2,771,929$2,774,092▲ $2,163
Investments Other Securities$2,328,539$2,461,433▲ $132,894
Cash and Non-Interest-Bearing Accounts$340,756$197,610▼ $143,146
Savings and Temporary Cash Investments$30,264$65,107▲ $34,843
Pledges and Grants Receivable$29,000$20,100▼ $8,900
Land, Buildings, and Equipment, Net$2,087$1,744▼ $343
Investments in Publicly Traded Securities$489$0▼ $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$2,796,712$2,824,053▲ $27,341
Other Assets Total$65,577$78,059▲ $12,482
Liabilities
Other Liabilities$23,825$49,961▲ $26,136
Accounts Payable and Accrued Expenses$958$0▼ $958
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$24,783$49,961▲ $25,178
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,771,929$2,774,092▲ $2,163
Total Liabilities and Net Assets / Fund Balance$2,796,712$2,824,053▲ $27,341

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,744$14,315$16,059
Other Land Buildings-$1,298$1,298
Other Securities$393,439--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shane BattierPresident / Director
Heidi BattierVice President
Becky McCarronBoard Member
Ellen MoreyBoard member
Lorron JamesBoard Member
Maurice McDanielBoard Member
Dan WhyteBoard Member until 03/2023
Sandy GrossmanBoard Member until 03/2023
Newell FlemingExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Alchemy Consulting LLCConsulting247 E FRONT STREET, Trenton, NJ 08611$108,012
Revenue and Support

Revenue Composition

Contributions and Grants
$544,571
Program Service Revenue
$0
Investment Income
$27,142
Other Revenue
$-112,177
All Other Contributions
$349,288
Change in Net Assets
$1,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$192,807
Other Expenses$190,248
Grants and Similar Amounts Paid$75,426
Total Fundraising Expense$10,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,262$21,066-$105,328
Grants to Domestic Orgs$75,426--$75,426
Current Officers, Directors, Trustees, and Key Employees$44,606$14,019$10,000$68,625
Conferences and Meetings$22,873$21,217-$44,090
Advertising$19,905$19,742-$39,647
Occupancy$7,434$7,434-$14,868
Payroll Taxes$11,687$2,922-$14,609
Office Expenses$10,027$3,359-$13,386
Insurance$8,258$3,540-$11,798
Fees for Services Accounting-$9,462-$9,462
Travel$6,706$2,675-$9,381
All Other Expenses$2,866$2,008-$4,874
Pension Plan Contributions$3,396$849-$4,245
Other Expenses$1,753$1,753-$3,506
Information Technology$1,415$1,965-$3,380
Fees for Services Other-$1,745-$1,745
Depreciation Depletion-$343-$343
Total Functional Expenses$332,471$116,010$10,000$458,481
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Campus Charities FoundationAustin, TX501(c)(3)General$5,075
Rider UniversityLawrenceville, NJ501(c)(3)scholarships$5,038
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$141,377
Fundraising Gross Income$29,200
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
cabernet$224,483$29,200$14,400$14,800
Total Events$224,483$29,200$141,377$-112,177
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$49,961
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.

Form 990, Part V, Line 1A, Part V, Line 2A & Part VII

Form 990, part v, line 1a, form 990, part v, line 2a, and form 990, part vii for this shortened tax year have not been completed because there is no calendar year that ends with or within this short tax year.

Filing and Contact Details

Filer

Filer Name
Battier Take Charge Foundation
EIN
27-1832986
In Care Of
% NEWELL FLEMING
Phone
7865011512
Address
550 NW 42 avenue 4th floor, Miami, FL 33126

Signing Officer

Name
Newell Fleming
Title
Executive Director
Phone
9012334188
Signed
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Newell Fleming
Formed
2010
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
17

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Greggory J Hutchins
Phone
8053748555
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0142432
IRS990/GrossReceiptsAmt0749779
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01965
IRS990/InformationTechnologyGrp/ProgramServicesAmt01415
IRS990/InformationTechnologyGrp/TotalAmt03380
IRS990/InsuranceGrp/ManagementAndGeneralAmt03540
IRS990/InsuranceGrp/ProgramServicesAmt08258
IRS990/InsuranceGrp/TotalAmt011798
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt033576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033576
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02328539
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02461433
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0489
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02087
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01744
IRS990/LandBldgEquipCostOrOtherBssAmt017357
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0148866
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02771929
IRS990/NetAssetsOrFundBalancesEOYAmt02774092
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6434
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6434
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-112177
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-112177
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07434
IRS990/OccupancyGrp/ProgramServicesAmt07434
IRS990/OccupancyGrp/TotalAmt014868
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03359
IRS990/OfficeExpensesGrp/ProgramServicesAmt010027
IRS990/OfficeExpensesGrp/TotalAmt013386
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt065577
IRS990/OtherAssetsTotalGrp/EOYAmt078059
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TUTORING AND TESTING EXPENSES
IRS990/OtherExpensesGrp/Desc1STUDENT EXTRAS
IRS990/OtherExpensesGrp/Desc2MEAL EXPENSE
IRS990/OtherExpensesGrp/Desc3MERCHANT AND BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01911
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11753
IRS990/OtherExpensesGrp/ProgramServicesAmt019660
IRS990/OtherExpensesGrp/ProgramServicesAmt17879
IRS990/OtherExpensesGrp/ProgramServicesAmt24318
IRS990/OtherExpensesGrp/ProgramServicesAmt31753
IRS990/OtherExpensesGrp/TotalAmt019660
IRS990/OtherExpensesGrp/TotalAmt17879
IRS990/OtherExpensesGrp/TotalAmt26229
IRS990/OtherExpensesGrp/TotalAmt33506
IRS990/OtherLiabilitiesGrp/BOYAmt023825
IRS990/OtherLiabilitiesGrp/EOYAmt049961
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021066
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt084262
IRS990/OtherSalariesAndWagesGrp/TotalAmt0105328
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02922
IRS990/PayrollTaxesGrp/ProgramServicesAmt011687
IRS990/PayrollTaxesGrp/TotalAmt014609
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0849
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03396
IRS990/PensionPlanContributionsGrp/TotalAmt04245
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt029000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020100
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Newell Fleming
IRS990/PriorPeriodAdjustmentsAmt01108
IRS990/ProfessionalFundraisingInd0false
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 100 STUDENTS FROM MIAMI, FLORIDA AND CAMDEN, NEW JERSEY, WITH PLANS FOR EXPANSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0160507
IRS990/ProgSrvcAccomActy2Grp/GrantAmt038919
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt075008
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04263
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01086179
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0218306
IRS990/PYInvestmentIncomeAmt097207
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0276425
IRS990/PYOtherRevenueAmt0-90524
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0282593
IRS990/PYSalariesCompEmpBnftPaidAmt0315538
IRS990/PYTotalExpensesAmt0810269
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01092862
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01055
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02771929
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02774092
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030264
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065107
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE AMOUNTS INCLUDED IN COLUMN (E) ARE FOR THE ORGANIZATION'S SHORT TAX YEAR JANUARY 1, 2023 - JULY 31, 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, SECTIONS A & B, COLUMN (E)
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0544571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01086694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0747747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0716541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0671182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03766735
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt058362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053568
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0238904
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029200
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06794
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/OtherIncome170Grp/TotalAmt036003
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73422
IRS990ScheduleA/PublicSupportPY170Pct00.70481
IRS990ScheduleA/PublicSupportTotal170Amt02967472
IRS990ScheduleA/SubstantialContributorsTotAmt0799263
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0544571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01086694

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.05$2.77$0.46$0.46$0.00
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
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