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Nonprofiteer
← THE BATTIER TAKE CHARGE FOUNDATION INC

Form 990 for tax year 2023

Filed by THE BATTIER TAKE CHARGE FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 15 June 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$459,536 changed to $1,674,376
Total expenses
$458,481 changed to $1,383,266
Contributions and grants received
$544,571 changed to $1,684,464
Grants paid
$75,426 changed to $420,304
Investment income
$27,142 changed to $121,069
Other revenue
-$112,177 changed to -$131,157
Total assets, end of year
$2,824,053 changed to $3,417,744
Total liabilities, end of year
$49,961 changed to $352,542
Net assets or fund balances, end of year
$2,774,092 changed to $3,065,202
Program services expenses
$332,471 changed to $948,412
Management and general expenses
$116,010 changed to $263,729
Fundraising expenses
$10,000 changed to $171,125
Program service expenses (Part III)
$332,471 changed to $948,412

Listed only on the earlier return

  • Dan Whyte
  • Sandy Grossman

Totals

Total revenue
$459,536
Total expenses
$458,481
Contributions and grants received
$544,571
Grants paid
$75,426
Program service revenue
$0
Investment income
$27,142
Other revenue
-$112,177
Total assets, end of year
$2,824,053
Total liabilities, end of year
$49,961
Net assets or fund balances, end of year
$2,774,092
Program services expenses (Part IX)
$332,471
Management and general expenses
$116,010
Fundraising expenses
$10,000
Program service expenses (Part III)
$332,471

Program services were 72.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $195,283

  • 1f · All other contributions, gifts and grants

    $349,288

  • 3 · Investment income

    total $33,576 · excluded $33,576

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $142,432

  • 7b · Less cost or other basis and sales expenses

    securities $148,866

  • 7c · Gain or loss

    securities -$6,434

  • 7d · Net gain or loss

    total -$6,434 · excluded -$6,434

  • 8a · Fundraising events: gross income

    $29,200

  • 8a · Fundraising events: contributions included on line 1c

    $195,283

  • 8b · Fundraising events: direct expenses

    $141,377

  • 8c · Net income from fundraising events

    total -$112,177 · excluded -$112,177

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,426 · program services $75,426

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $68,625 · program services $44,606 · management and general $14,019 · fundraising $10,000

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $105,328 · program services $84,262 · management and general $21,066

  • 8 · Pension plan contributions

    total $4,245 · program services $3,396 · management and general $849

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $14,609 · program services $11,687 · management and general $2,922

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $9,462 · management and general $9,462

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,745 · management and general $1,745

  • 12 · Advertising and promotion

    total $39,647 · program services $19,905 · management and general $19,742

  • 13 · Office expenses

    total $13,386 · program services $10,027 · management and general $3,359

  • 14 · Information technology

    total $3,380 · program services $1,415 · management and general $1,965

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $14,868 · program services $7,434 · management and general $7,434

  • 17 · Travel

    total $9,381 · program services $6,706 · management and general $2,675

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $44,090 · program services $22,873 · management and general $21,217

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $343 · management and general $343

  • 23 · Insurance

    total $11,798 · program services $8,258 · management and general $3,540

  • 24a · Other expenses: TUTORING AND TESTING EXPENSES

    total $19,660 · program services $19,660

  • 24b · Other expenses: STUDENT EXTRAS

    total $7,879 · program services $7,879

  • 24c · Other expenses: MEAL EXPENSE

    total $6,229 · program services $4,318 · management and general $1,911

  • 24d · Other expenses: MERCHANT AND BANK FEES

    total $3,506 · program services $1,753 · management and general $1,753

  • 24e · All other expenses

    total $4,874 · program services $2,866 · management and general $2,008

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $340,756 · end of year $197,610

  • 2 · Savings and temporary cash investments

    beginning of year $30,264 · end of year $65,107

  • 3 · Pledges and grants receivable

    beginning of year $29,000 · end of year $20,100

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $17,357

  • 10b · Land, buildings and equipment: accumulated depreciation

    $15,613

  • 10c · Land, buildings and equipment, net

    beginning of year $2,087 · end of year $1,744

  • 11 · Investments: publicly traded securities

    beginning of year $489 · end of year $0

  • 12 · Investments: other securities

    beginning of year $2,328,539 · end of year $2,461,433

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $65,577 · end of year $78,059

  • 17 · Accounts payable and accrued expenses

    beginning of year $958 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $23,825 · end of year $49,961

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,771,929 · end of year $2,774,092

Mission and programs · 2023

Mission

BATTIER TAKE CHARGE FOUNDATION ("BTCF") HELPS PROMISING YOUNG PEOPLE FROM MIAMI, HOUSTON, DETROIT AND CAMDEN, NJ, TAKE CHARGE OF THEIR LIVES AND REACH THEIR FULL POTENTIAL THROUGH COLLEGE SCHOLARSHIPS, MENTORSHIP, NETWORKING, AND LEADERSHIP TRAINING. THE YOUNG PEOPLE WHO GO THROUGH OUR PROGRAMS, IN TURN, INSPIRE THOSE AROUND THEM - IN THEIR FAMILIES, THEIR NEIGHBORHOODS, AND THEIR SCHOOLS - TO TAKE CHARGE OF THEIR FUTURES. BTCF HAS AWARDED OVER 130 SCHOLARSHIPS SINCE 2008, TOTALING OVER $2.8 MILLION IN FUNDS PROVIDED. THROUGH BTCF'S PERSONALIZED INVESTMENT IN EACH SCHOLAR, BTCF HAS ACHIEVED A 95% COLLEGE GRADUATION RATE WITH THE BATTIER SCHOLARS, AND 100% OF THE GUIDE AND BATTIER NORTH SCHOLARS HAVE EARNED THEIR HIGH SCHOOL DIPLOMA. BTCF'S SCHOLARS ARE LEADERS ON THE CAMPUSES OF PRESTIGIOUS COLLEGES AND UNIVERSITIES THROUGHOUT THE U.S.

Activities or mission (Part I)

ENCOURAGE AND INSPIRE POTENTIAL LEADERS TO ACHIEVE THE DREAM OF A COLLEGE EDUCATION THROUGH SCHOLARSHIPS, MENTORSHIP, AND OTHER PROGRAMS.

  • THE BATTIER SCHOLARS PROGRAM SELECTS OUTSTANDING FUTURE LEADERS FROM MIAMI, HOUSTON, AND DETROIT, AND GIVES THEM THE OPPORTUNITY TO IMPROVE AND IMPACT THEIR DESTINY THROUGH THE POWER OF A COLLEGE EDUCATION. EACH SCHOLAR RECEIVES A $32,000 SCHOLARSHIP - $8,000 each year for 4 years - AND ACCESS TO SIGNIFICANT RESOURCES AND BENEFITS. THROUGH THE BATTIER SCHOLARS PROGRAM, TAKE CHARGE PROVIDES A COMPREHENSIVE, HANDS-ON, AND UNPARALLELED LEVEL OF RESOURCES AND SUPPORT FOR THESE ASPIRING LEADERS, THROUGHOUT THEIR COLLEGE JOURNEY AND BEYOND. FIFTY-SEVEN SCHOLARSHIPS HAVE BEEN AWARDED, TOTALING OVER $1.25 MILLION, AND 95% OF BATTIER SCHOLARS EARN THEIR BACHELORS DEGREE OR HIGHER.

    Expenses $96,956 · Grants $24,130

  • THE GUIDE (GIVING UNDERSERVED INDIVIDUALS DIRECTION IN EDUCATION) PROGRAM WORKS WITH DRIVEN HIGH-SCHOOL STUDENTS TO INFORM THEM ABOUT EDUCATIONAL OPPORTUNITIES AND MOTIVATE THEM TO PURSUE A COLLEGE DEGREE. WE GIVE THEM THE TOOLS AND SUPPORT THEY NEED TO EXCEL THROUGH HIGH SCHOOL AND ONTO COLLEGE CAMPUSES. GUIDE STUDENTS ARE PAIRED WITH WELL-TRAINED MENTORS, AND ARE PROVIDED WITH A COLLEGE SUCCESS COACH, SAT AND ACT TEST PREPARATION COURSES, COLLEGE-READINESS SEMINARS, AND COUNTLESS OTHER RESOURCES AND BENEFITS. SUCCESSFUL COMPLETION OF OUR TWO-YEAR PROGRAM EARNS EACH SCHOLAR A FULL, FOUR-YEAR FLORIDA PREPAID COLLEGE SCHOLARSHIP. GUIDE HAS ENHANCED THE LIVES OF OVER 100 STUDENTS FROM MIAMI, FLORIDA AND CAMDEN, NEW JERSEY, WITH PLANS FOR EXPANSION.

    Expenses $160,507 · Grants $38,919

  • OUR COMMITMENT TO ALL SCHOLARS IN OUR FOUNDATION REACHES FAR BEYOND THE FINANCIAL BENEFIT OF THE SCHOLARSHIPS WE AWARD. WE PRIDE OURSELVES ON CREATING RELATIONSHIPS AND PROVIDING A COMPREHENSIVE LEVEL OF SUPPORT TO EACH OF OUR SCHOLARS, WHICH HAS GROWN INTO OUR BATTIER "GO BEYOND" PROGRAM. WITH GO BEYOND, WE ADAPT TO MEET THEIR NEEDS, AND STRIVE TO INSTILL THE CONFIDENCE IN EACH OF THEM THAT WE ARE BEHIND THEM IN PURSUIT OF THEIR GOALS. SOME OF THE DYNAMIC WAYS IN WHICH WE PROVIDE THIS PERSONALIZED SUPPORT ARE THROUGH OUR BATTIER GRANT INITIATIVE, OUR SCHOLARS RETREATS, AND IN THE ASSISTANCE WE OFFERED THROUGHOUT THE COVID-19 PANDEMIC.

    Expenses $75,008 · Grants $4,263

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shane Battier

    President / Director

    Total calculated
    $0
    Hours/week
    10

  • Heidi Battier

    Vice President

    Total calculated
    $0
    Hours/week
    10

  • Ellen Morey

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Dan Whyte

    Board Member until 03/2023

    Total calculated
    $0
    Hours/week
    0

  • Sandy Grossman

    Board Member until 03/2023

    Total calculated
    $0
    Hours/week
    0

  • Becky McCarron

    Board Member

    Total calculated
    $0
    Hours/week
    4

  • Lorron James

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Maurice McDaniel

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Newell Fleming

    Executive Director

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
17 June 2024
IRS schema version
2023v5.0
Source object
202441699349301644

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