Civic Intelligence

Fore Batten Foundation

990 • Fiscal year 2018 • EIN 82-2661656

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

7433 E Journey LnScottsdale, AZ 85255

(440) 708-6008

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

97th percentile

216%

Faster asset growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

180%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$604,078

Up $412,831 (+216%) from 2017

Net Assets

Up

$604,078

Up $412,831 (+216%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$652,680

Up $419,255 (+180%) from 2017

Expenses

Up

$239,849

Up $197,671 (+469%) from 2017

Net Income

Up

$412,831

Up $221,584 (+116%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $191,247Liabilities 2017: $0Net Assets 2017: $191,2472017Assets 2018: $604,078Liabilities 2018: $0Net Assets 2018: $604,0782018Assets 2019: $932,447Liabilities 2019: $0Net Assets 2019: $932,4472019Assets 2020: $1,271,746Liabilities 2020: $0Net Assets 2020: $1,271,7462020Assets 2021: $1,880,374Liabilities 2021: $0Net Assets 2021: $1,880,3742021Assets 2022: $2,172,966Liabilities 2022: $0Net Assets 2022: $2,172,9662022Assets 2023: $1,997,270Liabilities 2023: $0Net Assets 2023: $1,997,2702023Assets 2024: $383,105Liabilities 2024: $0Net Assets 2024: $383,1052024

Highlighted filing

2018

Assets$604,078
Liabilities$0
Net Assets$604,078

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $233,425Expenses 2017: $42,178Net Income 2017: $191,2472017Revenue 2018: $652,680Expenses 2018: $239,849Net Income 2018: $412,8312018Revenue 2019: $603,678Expenses 2019: $275,309Net Income 2019: $328,3692019Revenue 2020: $940,947Expenses 2020: $601,648Net Income 2020: $339,2992020Revenue 2021: $1,570,342Expenses 2021: $961,714Net Income 2021: $608,6282021Revenue 2022: $1,452,603Expenses 2022: $1,160,011Net Income 2022: $292,5922022Revenue 2023: $1,550,288Expenses 2023: $1,725,984Net Income 2023: -$175,6962023Revenue 2024: $1,072,285Expenses 2024: $2,686,450Net Income 2024: -$1,614,1652024

Highlighted filing

2018

Revenue$652,680
Expenses$239,849
Net Income$412,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$698,499
Mission and Program Overview

Mission

To fund pioneering research and compassionately support the batten community. The organization works tirelessly to give children with batten disease the best possible life, to spread awareness of the urgency to fund new treatments, and to help all families affected by batten disease.

This organization is organized exclusively for educational and charitable purposes, including to educate the public about and to obtain funding for research to cure rare diseases, including specifically juvenile batten disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$191,247$604,078▲ $412,831
Rtn Earn Endowment Incm Other Fnds$191,247$604,078▲ $412,831
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$191,247$604,078▲ $412,831
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$191,247$604,078▲ $412,831
Total Liabilities and Net Assets / Fund Balance$191,247$604,078▲ $412,831
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen KahnPresident/CEO
David KahnDirector
Jennifer McginnDirector
Kathryn NiedererDirector
Chad McginnCFO/treasurer
Marlena KahnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$652,461
Program Service Revenue
$0
Investment Income
$219
Other Revenue
$0
All Other Contributions
$71,149
Change in Net Assets
$412,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,000
Other Expenses$29,849
Total Fundraising Expense$16,385
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,000--$210,000
Fees for Services Legal-$9,208-$9,208
Advertising--$5,328$5,328
Travel--$4,682$4,682
Fees for Services Accounting-$4,250-$4,250
Information Technology--$3,405$3,405
Office Expenses--$1,947$1,947
Payment Travel Entrtnmnt Publicly Ofcl--$1,023$1,023
Fees for Services Other-$6-$6
Total Functional Expenses$210,000$13,464$16,385$239,849
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
THE RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL--To Fund Research for a Cure for and to Promote Awareness of Batten Disease.$200,000
Bdsra--To Fund Research for a Cure for and to Promote Awareness of Batten Disease.$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,819
Fundraising Gross Income$45,819
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Fundraiser$627,131$45,819$6,412$39,407
Total Events$627,131$45,819$45,819$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
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

David kahn, director karen kahn, president family marlena kahn, secretary david kahn, director jennifer mcginn, director family chad mcginn, cfo jennifer mcginn, director family kathryn niederer, director karen kahn, president family

Form 990, Part VI, Section A, Line 6

The organization has one class of members who have the right to elect the board of directors of the organization. The members have no right to receive any share of the organization's profits or net assets upon the organization's dissolution.

Form 990, Part VI, Section A, Line 7A

The organization has one class of members who have the right to elect the board of directors of the organizaion.

Form 990, Part VI, Section A, Line 8B

The organization had no committees.

Form 990, Part VI, Section B, Line 11B

The organization's return preparer (an outside accounting firm) emails form 990 to the organization's president/chief operating officer, who reviews and emails the form 990 to each director and officer of the organization for review before filing.

Form 990, Part VI, Section B, Line 12C

The organization periodically reviews (a) whether compensation arrangements and benefits (if any) are reasonable, based on competent survey information, and are the result of arm's length bargaining; and (b) whether partnerships, joint ventures, and arrangements with management organizations (if any) conform to the organization's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. No such arrangements exist as of the filing of this form 990. Additionally, each director and officer of the organization is required to annually sign a statement which affirm that such person (a) has received a copy of the conflicts of interest policy; (b) has read and understands the policy; (c) has agreed to comply with the policy; and (d) understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section B, Line 15

The organization does not provide any compensation. However, to the extent any such compensation is paid in the future, the organization will periodically review whether such compensation arrangements and benefits are reasonable, based on competent survey information, and are the result of arm's length bargaining.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Fore Batten Foundation
EIN
82-2661656
Phone
4407086008
Address
7433 E JOURNEY LN, SCOTTSDALE, AZ 85255

Signing Officer

Name
Karen Kahn
Title
President/CEO
Phone
4407086008
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Kahn
Formed
2017
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Raimondo Pettit Group
Address
21515 HAWTHORNE BL 1250, TORRANCE, CA 90503-6583
Preparer
Eugene Kim
Phone
3105405990
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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/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/MissionDesc0TO FUND PIONEERING RESEARCH AND COMPASSIONATELY SUPPORT THE BATTEN COMMUNITY. THE ORGANIZATION WORKS TIRELESSLY TO GIVE CHILDREN WITH BATTEN DISEASE THE BEST POSSIBLE LIFE, TO SPREAD AWARENESS OF THE URGENCY TO FUND NEW TREATMENTS, AND TO HELP ALL FAMILIES AFFECTED BY BATTEN DISEASE.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FUND RESEARCH FOR A CURE FOR AND TO PROMOTE AWARENESS OF BATTEN DISEASE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID KAHN, DIRECTOR KAREN KAHN, PRESIDENT FAMILY MARLENA KAHN, SECRETARY DAVID KAHN, DIRECTOR JENNIFER MCGINN, DIRECTOR FAMILY CHAD MCGINN, CFO JENNIFER MCGINN, DIRECTOR FAMILY KATHRYN NIEDERER, DIRECTOR KAREN KAHN, PRESIDENT FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ONE CLASS OF MEMBERS WHO HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION. THE MEMBERS HAVE NO RIGHT TO RECEIVE ANY SHARE OF THE ORGANIZATION'S PROFITS OR NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ONE CLASS OF MEMBERS WHO HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE ORGANIZAION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAD NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S RETURN PREPARER (AN OUTSIDE ACCOUNTING FIRM) EMAILS FORM 990 TO THE ORGANIZATION'S PRESIDENT/CHIEF OPERATING OFFICER, WHO REVIEWS AND EMAILS THE FORM 990 TO EACH DIRECTOR AND OFFICER OF THE ORGANIZATION FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PERIODICALLY REVIEWS (A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS (IF ANY) ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND ARE THE RESULT OF ARM'S LENGTH BARGAINING; AND (B) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS (IF ANY) CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. NO SUCH ARRANGEMENTS EXIST AS OF THE FILING OF THIS FORM 990. ADDITIONALLY, EACH DIRECTOR AND OFFICER OF THE ORGANIZATION IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRM THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT PROVIDE ANY COMPENSATION. HOWEVER, TO THE EXTENT ANY SUCH COMPENSATION IS PAID IN THE FUTURE, THE ORGANIZATION WILL PERIODICALLY REVIEW WHETHER SUCH COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND ARE THE RESULT OF ARM'S LENGTH BARGAINING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0191247
IRS990/TotalAssetsEOYAmt0604078
IRS990/TotalAssetsGrp/BOYAmt0191247
IRS990/TotalAssetsGrp/EOYAmt0604078
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0652461
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016385
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013464
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239849
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0191247
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0604078
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0210000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0652680
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0191247
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0604078
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt04682
IRS990/TravelGrp/TotalAmt04682
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07433 E JOURNEY LN
IRS990/USAddress/CityNm0SCOTTSDALE
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085255
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTP://WWW.FOREBATTEN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04407086008
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORE BATTEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0822661656
ReturnHeader/Filer/PhoneNum04407086008
ReturnHeader/Filer/USAddress/AddressLine1Txt07433 E JOURNEY LN
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBAE632C377C7346AB0B767A508969B54A7ED217
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08338CE14B3F72E6F5B4F4CDC30114908615C203D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.229.114.163
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:45:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330532641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAIMONDO PETTIT GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021515 HAWTHORNE BL 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0905036583
ReturnHeader/PreparerPersonGrp/PhoneNum03105405990
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE KIM
ReturnHeader/ReturnTs02019-11-14T17:43:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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