Civic Intelligence

Aimee and Frank Batten Jr Foundation

990PF • Fiscal year 2020 • EIN 54-1879266

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
150 Granby StreetNorfolk, VA 23510

(757) 351-8800

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

553%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,817,449

Up $358,769 (+15%) from 2019

Net Assets

$2,817,449

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$520,526

Up $440,772 (+553%) from 2019

Expenses

Down

$100,504

Down $111,833 (-53%) from 2019

Net Income

Up

$420,022

Up $552,605 (+417%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$60M$40M$20M$0Assets 2011: $46,072,049Liabilities 2011: $02011Assets 2012: $41,757,760Liabilities 2012: $02012Assets 2013: $31,982,660Liabilities 2013: $02013Assets 2014: $22,689,924Liabilities 2014: $02014Assets 2015: $17,726,788Liabilities 2015: $02015Assets 2019: $2,458,680Liabilities 2019: $02019Assets 2020: $2,817,449Liabilities 2020: $0Net Assets 2020: $2,817,4492020Assets 2021: $3,117,078Liabilities 2021: $0Net Assets 2021: $3,117,0782021Assets 2022: $2,833,414Liabilities 2022: $0Net Assets 2022: $2,833,4142022Assets 2023: $2,874,450Liabilities 2023: $0Net Assets 2023: $2,874,4502023Assets 2024: $4,097,555Liabilities 2024: $0Net Assets 2024: $4,097,5552024

Highlighted filing

2020

Assets$2,817,449
Liabilities$0
Net Assets$2,817,449
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$20M$10M$0-$10M-$20MRevenue 2011: $2,483,599Expenses 2011: $7,870,958Net Income 2011: -$5,387,3592011Revenue 2012: $2,525,994Expenses 2012: $6,631,012Net Income 2012: -$4,105,0182012Revenue 2013: $1,235,294Expenses 2013: $11,571,495Net Income 2013: -$10,336,2012013Revenue 2014: $5,279,024Expenses 2014: $14,331,765Net Income 2014: -$9,052,7412014Revenue 2015: $7,114,057Expenses 2015: $12,399,516Net Income 2015: -$5,285,4592015Revenue 2019: $79,754Expenses 2019: $212,337Net Income 2019: -$132,5832019Revenue 2020: $520,526Expenses 2020: $100,504Net Income 2020: $420,0222020Revenue 2021: $1,023,901Expenses 2021: $719,413Net Income 2021: $304,4882021Revenue 2022: $129,018Expenses 2022: $417,694Net Income 2022: -$288,6762022Revenue 2023: $170,545Expenses 2023: $122,112Net Income 2023: $48,4332023Revenue 2024: $2,715,692Expenses 2024: $1,438,355Net Income 2024: $1,277,3372024

Highlighted filing

2020

Revenue$520,526
Expenses$100,504
Net Income$420,022
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK BATTEN JRPres., Sec., Treas.,-$0--
Filing and Contact Details

Filer

Filer Name
Aimee & Frank Batten Jr Foundation
EIN
54-1879266
Phone
7573518800
Address
150 GRANBY STREET, NORFOLK, VA 23510

Signing Officer

Name
Frank Batten Jr
Title
President
Phone
7573518800
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Roseline Tax Advisors Pllc
Address
140 VIRGINIA STREET SUITE 300, RICHMOND, VA 23219
Preparer
Beth P Bradberry
Phone
8045457440
Raw XML Appendix379 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/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-6
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE EXHIBIT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TOTAL LONG-TERM COMMON TRUST AND PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TOTAL SHORT-TERM COMMON TRUST AND PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TOTAL LONG-TERM COMMON TRUST AND PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TOTAL 1256 CONTRACTS & STRADDLES COMMON TRUSTS & PARTNERSHIPS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK BATTEN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES., SEC., TREAS.,
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07573518800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0219791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0219791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02959646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06549087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010632956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010686200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0219791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010466409
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020141689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02959646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06549087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010632956
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030608098
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030827889
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt061253
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-TAXABLE ADJUSTMENT TO TAX BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PASSTHROUGH EXPENSE FROM PARTNERSHIP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FLOWTHROUGH RENTAL LOSS FROM PARTNERSHIP
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01891
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2102
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt36
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01387
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt122000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt23993
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt31208
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt41006
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1 - ICAHN ENTERPRISES LP - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc3UBS VU 23008 EL
OtherIncomeSchedule2/OtherIncomeDetail/Desc4LITIGATION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0782
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11208
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21006
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01387
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt122000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt23993
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt31208
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt41006
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt056178
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt17600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt056178
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt17600
TaxesSchedule/TaxesDetail/Amt02189
TaxesSchedule/TaxesDetail/Amt122000
TaxesSchedule/TaxesDetail/Amt23993
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02189
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK BATTEN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07573518800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AIMEE & FRANK BATTEN JR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AIME
ReturnHeader/Filer/EIN0541879266
ReturnHeader/Filer/PhoneNum07573518800
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 GRANBY STREET
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023510
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203565336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSELINE TAX ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 VIRGINIA STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08045457440
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH P BRADBERRY
ReturnHeader/ReturnTs02021-11-10T14:47:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BATTEN JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,817,449
Liabilities
$0
Net assets
$2,817,449
Revenue
$520,526
Expenses
$100,504
Net income
$420,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$2.72$1.44$1.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.17$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.13$0.42$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$1.02$0.72$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.52$0.10$0.42
2019Summary only. Only limited summary data is available for this year.$2.46$0.00$0.08$0.21$0.13
2015Summary only. Only limited summary data is available for this year.$17.7$0.00$7.11$12.4$5.29
2014Summary only. Only limited summary data is available for this year.$22.7$0.00$5.28$14.3$9.05
2013Summary only. Only limited summary data is available for this year.$32.0$0.00$1.24$11.6$10.3
2012Summary only. Only limited summary data is available for this year.$41.8$0.00$2.53$6.63$4.11
2011Summary only. Only limited summary data is available for this year.$46.1$0.00$2.48$7.87$5.39