Civic Intelligence

Michael J and Patricia K Batza Foundation Inc.

EIN 52-1853565 • Towson, MD

Pub. 78 Eligible
501 Fairmount Avenue 300Towson, MD 21286
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1149%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,787,140

Up $697,714 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,787,140

Up $697,714 (+14%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$1,398,805

Up $1,286,773 (+1149%) from 2023

Expenses

Down

$143,106

Down $240,669 (-63%) from 2023

Net Income

Up

$1,255,699

Up $1,527,442 (+562%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $897,286Liabilities 2011: $02011Assets 2012: $988,662Liabilities 2012: $02012Assets 2013: $1,194,739Liabilities 2013: $02013Assets 2014: $1,246,845Liabilities 2014: $02014Assets 2015: $1,277,355Liabilities 2015: $02015Assets 2016: $1,380,032Liabilities 2016: $0Net Assets 2016: $1,380,0322016Assets 2017: $1,487,637Liabilities 2017: $0Net Assets 2017: $1,487,6372017Assets 2018: $1,594,553Liabilities 2018: $0Net Assets 2018: $1,594,5532018Assets 2019: $2,250,640Liabilities 2019: $0Net Assets 2019: $2,250,6402019Assets 2020: $2,379,440Liabilities 2020: $0Net Assets 2020: $2,379,4402020Assets 2021: $5,607,780Liabilities 2021: $0Net Assets 2021: $5,607,7802021Assets 2022: $5,361,169Liabilities 2022: $0Net Assets 2022: $5,361,1692022Assets 2023: $5,089,426Liabilities 2023: $0Net Assets 2023: $5,089,4262023Assets 2024: $5,787,140Liabilities 2024: $0Net Assets 2024: $5,787,1402024

Highlighted filing

2024

Assets$5,787,140
Liabilities$0
Net Assets$5,787,140
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $167,952Expenses 2011: $72,269Net Income 2011: $95,6832011Revenue 2012: $154,489Expenses 2012: $63,113Net Income 2012: $91,3762012Revenue 2013: $261,215Expenses 2013: $55,138Net Income 2013: $206,0772013Revenue 2014: $140,367Expenses 2014: $88,261Net Income 2014: $52,1062014Revenue 2015: $96,978Expenses 2015: $66,468Net Income 2015: $30,5102015Revenue 2016: $130,255Expenses 2016: $27,578Net Income 2016: $102,6772016Revenue 2017: $134,949Expenses 2017: $27,344Net Income 2017: $107,6052017Revenue 2018: $154,118Expenses 2018: $47,202Net Income 2018: $106,9162018Revenue 2019: $1,217,791Expenses 2019: $146,553Net Income 2019: $1,071,2382019Revenue 2020: $602,844Expenses 2020: $372,728Net Income 2020: $230,1162020Revenue 2021: $5,950,641Expenses 2021: $192,228Net Income 2021: $5,758,4132021Revenue 2022: $53,100Expenses 2022: $299,711Net Income 2022: -$246,6112022Revenue 2023: $112,032Expenses 2023: $383,775Net Income 2023: -$271,7432023Revenue 2024: $1,398,805Expenses 2024: $143,106Net Income 2024: $1,255,6992024

Highlighted filing

2024

Revenue$1,398,805
Expenses$143,106
Net Income$1,255,699
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,787,140
Liabilities
$0
Net assets
$5,787,140
Revenue
$1,398,805
Expenses
$143,106
Net income
$1,255,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$1.40$0.14$1.26
2023Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.11$0.38$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.05$0.30$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$5.95$0.19$5.76
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.60$0.37$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.22$0.15$1.07
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.15$0.05$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.13$0.03$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.13$0.03$0.10
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.10$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.14$0.09$0.05
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$0.26$0.06$0.21
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.15$0.06$0.09
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.17$0.07$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA K BATZAOfficer-$0--
MICHAEL J BATZAOfficer-$0--
MAUREEN B MORRISOfficer-$0--
MICHELLE B RAILEYOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Michael J & Patricia K Batza Foundation
EIN
52-1853565
Phone
4107696100
Address
501 FAIRMOUNT AVENUE 300, TOWSON, MD 21286

Signing Officer

Name
Michael Batza
Title
Officer
Phone
4107696100
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
French Shepley & Strong LLC
Address
11350 MCCORMICK RD EP 3 STE 300, HUNT VALLEY, MD 21031
Preparer
Brian Shepley
Phone
4433918580
Raw XML AppendixShowing 400 of 722 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VISA INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VISA INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BERKSHIRE HATHAWAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BERKSHIRE HATHAWAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6KKR & CO LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BLACKSTONE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MERCK & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9META PLATFORMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10AMERIPRISE FINANCIAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01180172
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01490202
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3501 FAIRMOUNT AVENUE
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 FAIRMOUNT AVENUE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOWSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021286
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04107696100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES GRANTS TO QUALIFYING 501(C)(3) ORGANIZATIONS THAT ARE INVOLVED IN DIRECT CHARITABLE ACTIVITES. SEE ATTACHED LISTING.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AUTISM SPEAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BALTIMORE COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BALTIMORE SCHOOL FOR THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CARE FOR OUR WOUNDED SOLDIERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CARMELITE SISTERS OF BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CHESAPEAKE BAY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9DILWORTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FELLOWSHIP RECOVERY COMMUNITY ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FRANCISCAN CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12GARRISON FOREST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13KENNEDY KRIEGER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14LIVING CLASSROOMS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MARYLAND FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NATIONAL PARKS CONSERVATION ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SANTAS HELPERS ANONYMOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18SOUTHERN METHODIST UNIVERSITY (SMU) POLO CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19SOUTHERN METHODIST UNIVERSITY (SMU)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21THE GUNSTON SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22UNICEF USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23UNITED STATES HOLOCAUST MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24WASHINGTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25WILLIAM & MARY MEN'S GOLF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC

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