Civic Intelligence

Battison Foundation

990PF • Fiscal year 2022 • EIN 86-1224499

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 11, 2023

Organization Profile
4313 Hackney Wick RoadNorman, OK 73072

(405) 360-5533

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

93rd percentile

85%

Faster asset growth than 93% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$895,467

Up $411,324 (+85%) from 2021

Net Assets

Up

$895,467

Up $411,324 (+85%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin97th percentile

Revenue

Down

$429,424

Down $77,327 (-15%) from 2021

Expenses

Down

$18,100

Down $4,508 (-20%) from 2021

Net Income

Down

$411,324

Down $72,819 (-15%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2021: $484,143Liabilities 2021: $0Net Assets 2021: $484,1432021Assets 2022: $895,467Liabilities 2022: $0Net Assets 2022: $895,4672022Assets 2023: $1,353,244Liabilities 2023: $0Net Assets 2023: $1,353,2442023Assets 2024: $1,881,479Liabilities 2024: $0Net Assets 2024: $1,881,4792024Assets 2025: $2,404,099Liabilities 2025: $0Net Assets 2025: $2,404,0992025

Highlighted filing

2022

Assets$895,467
Liabilities$0
Net Assets$895,467
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$800K$600K$400K$200K$0Revenue 2021: $506,751Expenses 2021: $22,608Net Income 2021: $484,1432021Revenue 2022: $429,424Expenses 2022: $18,100Net Income 2022: $411,3242022Revenue 2023: $524,270Expenses 2023: $66,585Net Income 2023: $457,6852023Revenue 2024: $593,365Expenses 2024: $73,939Net Income 2024: $519,4262024Revenue 2025: $654,244Expenses 2025: $131,624Net Income 2025: $522,6202025

Highlighted filing

2022

Revenue$429,424
Expenses$18,100
Net Income$411,324
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 11, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY BATTISONPresident-$0--
COURTNEY BATTISONDirector-$0--
LINDA BATTISONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Battison Foundation
EIN
86-1224499
Phone
4053605533
Address
4313 HACKNEY WICK ROAD, NORMAN, OK 73072

Signing Officer

Name
Larry Battison
Title
President
Phone
4058489100
Signed
2023-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Raw XML Appendix296 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/PersonNm0LARRY BATTISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1COURTNEY BATTISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LINDA BATTISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt06370
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04730
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045460
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039090
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04730
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0L BATTISON LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04313 HACKNEY WICK DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd073072
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0392049
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0372826
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUNDED CHECK
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04453
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04453
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04453
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt047
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY BATTISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04058489100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATTISON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BATT
ReturnHeader/Filer/EIN0861224499
ReturnHeader/Filer/PhoneNum04053605533
ReturnHeader/Filer/USAddress/AddressLine1Txt04313 HACKNEY WICK ROAD
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 24TH AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730693912
ReturnHeader/PreparerPersonGrp/PhoneNum04053605533
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02023-10-11T16:03:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BATTISON
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$895,467
Liabilities
$0
Net assets
$895,467
Revenue
$429,424
Expenses
$18,100
Net income
$411,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.65$0.13$0.52
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.59$0.07$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.52$0.07$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.43$0.02$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.51$0.02$0.48