Civic Intelligence

The Battle Family Foundation

EIN 58-6343708 • Ponte Vedra Beach, FL

895 Ponte Vedra BoulevardPonte Vedra Beach, FL 32082
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

29th percentile

-3.8%

Higher net margin than 29% 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

34th percentile

-0.3%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,909,125

Down $19,123 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,909,125

Down $19,123 (-0.3%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin29th percentile

Revenue

Down

$502,623

Down $174,247 (-26%) from 2023

Expenses

Up

$521,746

Up $447,996 (+607%) from 2023

Net Income

Down

-$19,123

Down $622,243 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,203,233Liabilities 2011: $12011Assets 2012: $3,340,327Liabilities 2012: $0Net Assets 2012: $3,340,3272012Assets 2013: $3,425,184Liabilities 2013: $0Net Assets 2013: $3,425,1842013Assets 2014: $3,887,632Liabilities 2014: $0Net Assets 2014: $3,887,6322014Assets 2015: $4,020,917Liabilities 2015: $0Net Assets 2015: $4,020,9172015Assets 2016: $4,463,865Liabilities 2016: $0Net Assets 2016: $4,463,8652016Assets 2017: $6,195,384Liabilities 2017: $0Net Assets 2017: $6,195,3842017Assets 2018: $5,570,650Liabilities 2018: $0Net Assets 2018: $5,570,6502018Assets 2019: $7,298,580Liabilities 2019: $0Net Assets 2019: $7,298,5802019Assets 2020: $5,854,880Liabilities 2020: $0Net Assets 2020: $5,854,8802020Assets 2021: $6,191,455Liabilities 2021: $0Net Assets 2021: $6,191,4552021Assets 2022: $5,325,128Liabilities 2022: $0Net Assets 2022: $5,325,1282022Assets 2023: $5,928,248Liabilities 2023: $0Net Assets 2023: $5,928,2482023Assets 2024: $5,909,125Liabilities 2024: $0Net Assets 2024: $5,909,1252024

Highlighted filing

2024

Assets$5,909,125
Liabilities$0
Net Assets$5,909,125
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $40,029Expenses 2011: $156,030Net Income 2011: -$116,0012011Expenses 2012: $199,5532012Revenue 2013: $247,497Expenses 2013: $162,640Net Income 2013: $84,8572013Revenue 2014: $500,711Expenses 2014: $38,263Net Income 2014: $462,4482014Revenue 2015: $572,070Expenses 2015: $438,785Net Income 2015: $133,2852015Revenue 2016: $500,538Expenses 2016: $57,590Net Income 2016: $442,9482016Revenue 2017: $1,968,434Expenses 2017: $236,915Net Income 2017: $1,731,5192017Revenue 2018: -$284,206Expenses 2018: $340,528Net Income 2018: -$624,7342018Revenue 2019: $1,841,414Expenses 2019: $113,484Net Income 2019: $1,727,9302019Revenue 2020: $874,709Expenses 2020: $2,318,409Net Income 2020: -$1,443,7002020Revenue 2021: $636,182Expenses 2021: $299,607Net Income 2021: $336,5752021Revenue 2022: -$764,347Expenses 2022: $101,980Net Income 2022: -$866,3272022Revenue 2023: $676,870Expenses 2023: $73,750Net Income 2023: $603,1202023Revenue 2024: $502,623Expenses 2024: $521,746Net Income 2024: -$19,1232024

Highlighted filing

2024

Revenue$502,623
Expenses$521,746
Net Income-$19,123
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,909,125
Liabilities
$0
Net assets
$5,909,125
Revenue
$502,623
Expenses
$521,746
Net income
-$19,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.50$0.52$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.68$0.07$0.60
2022Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.76$0.10$0.87
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.64$0.30$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.87$2.32$1.44
2019Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$1.84$0.11$1.73
2018Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.28$0.34$0.62
2017Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.97$0.24$1.73
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.50$0.06$0.44
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.57$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.50$0.04$0.46
2013Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.25$0.16$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.20
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$0.04$0.16$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R BATTLE IIITrustee-$0--
WILLIAM PATRICK BATTLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Battle Family Foundation
EIN
58-6343708
Phone
2053483620
Address
895 PONTE VEDRA BOULEVARD, PONTE VEDRA BEACH, FL 32082

Signing Officer

Name
William Patrick Battle
Title
Trustee
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Rollins Financial Advisors LLC
Address
3343 PEACHTREE RD NE STE 500, ATLANTA, GA 30326
Preparer
Joseph R Rollins CPA
Phone
4048927967
Raw XML Appendix290 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM R BATTLE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM PATRICK BATTLE
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0895 PONTE VEDRA BOULEVARD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PONTE VEDRA BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032082
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM PATRICK BATTLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04043095774
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PAY OUT OR USE INCOME OR PRINCIPAL EXCLUSIVELY TOOR FOR CHARITABLE ORGANIZATIONS DESCRIBED IN AND EXEMPTFROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUECODE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM R BATTLE III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01530 3RD AVENUE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035294
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0283454
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0283454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01351003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01567549
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0216546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01351003
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0216546
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01567549
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01351003
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3UNREALIZED LOSS ON ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023819
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11377
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt257
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3216133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt017489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017489
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01180
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt124
TaxesSchedule/TaxesDetail/Amt01180
TaxesSchedule/TaxesDetail/Amt13053
TaxesSchedule/TaxesDetail/Amt224
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOUNDATION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OTHER TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01180
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt124
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM PATRICK BATTLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BATTLE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATT
ReturnHeader/Filer/EIN0586343708
ReturnHeader/Filer/PhoneNum02053483620
ReturnHeader/Filer/USAddress/AddressLine1Txt0895 PONTE VEDRA BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032082
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861775150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROLLINS FINANCIAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03343 PEACHTREE RD NE STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030326
ReturnHeader/PreparerPersonGrp/PhoneNum04048927967
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph R Rollins CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-14T07:39:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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