Skip to content
Nonprofiteer
← THE BATTIER TAKE CHARGE FOUNDATION INC

Form 990 for tax year 2024

Filed by THE BATTIER TAKE CHARGE FOUNDATION INC.

Totals

Total revenue
$1,742,116
Total expenses
$1,532,051
Contributions and grants received
$1,729,855
Grants paid
$406,795
Program service revenue
$0
Investment income
$138,180
Other revenue
-$125,919
Total assets, end of year
$4,468,569
Total liabilities, end of year
$386,758
Net assets or fund balances, end of year
$4,081,811
Program services expenses (Part IX)
$1,088,517
Management and general expenses
$366,679
Fundraising expenses
$76,855
Program service expenses (Part III)
$1,088,517

Program services were 71.0% 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

    $271,046

  • 1f · All other contributions, gifts and grants

    $1,458,809

  • 1g · Noncash contributions included above

    $51,678

  • 3 · Investment income

    total $95,318 · excluded $95,318

  • 7a · Gross sales of assets other than inventory

    securities $186,039

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

    securities $143,177

  • 7c · Gain or loss

    securities $42,862

  • 7d · Net gain or loss

    total $42,862 · excluded $42,862

  • 8a · Fundraising events: gross income

    $24,945

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

    $271,046

  • 8b · Fundraising events: direct expenses

    $150,864

  • 8c · Net income from fundraising events

    total -$125,919 · excluded -$125,919

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $406,795 · program services $406,795

  • 5 · Compensation of officers, directors and key employees

    total $171,564 · program services $94,360 · management and general $42,891 · fundraising $34,313

  • 6 · Compensation of disqualified persons

    total $334,698 · program services $230,912 · management and general $94,056 · fundraising $9,730

  • 8 · Pension plan contributions

    total $13,183 · program services $9,095 · management and general $3,705 · fundraising $383

  • 9 · Other employee benefits

    total $33,983 · program services $23,445 · management and general $9,550 · fundraising $988

  • 10 · Payroll taxes

    total $40,553 · program services $27,978 · management and general $11,396 · fundraising $1,179

  • 11b · Fees: legal

    total $6,153 · management and general $6,153

  • 11c · Fees: accounting

    total $19,942 · management and general $19,942

  • 11e · Fees: professional fundraising services

    total $10,453 · fundraising $10,453

  • 11g · Fees: other

    total $173,235 · program services $70,553 · management and general $89,854 · fundraising $12,828

  • 12 · Advertising and promotion

    total $34,904 · program services $20,942 · management and general $6,981 · fundraising $6,981

  • 13 · Office expenses

    total $40,611 · program services $14,214 · management and general $26,397

  • 14 · Information technology

    total $26,289 · program services $9,201 · management and general $17,088

  • 16 · Occupancy

    total $28,251 · program services $9,888 · management and general $18,363

  • 17 · Travel

    total $38,837 · program services $25,244 · management and general $13,593

  • 19 · Conferences, conventions and meetings

    total $7,046 · program services $3,523 · management and general $3,523

  • 22 · Depreciation, depletion and amortization

    total $3,187 · management and general $3,187

  • 23 · Insurance

    total $5,922 · program services $5,922

  • 24a · Other expenses: STUDENT PROGRAMS - GO B

    total $47,909 · program services $47,909

  • 24b · Other expenses: STUDENT PROGRAMS - GUID

    total $46,742 · program services $46,742

  • 24c · Other expenses: STUDENT PROGRAMS - STUD

    total $23,804 · program services $23,804

  • 24d · Other expenses: STUDENT PROGRAMS - TUTO

    total $17,990 · program services $17,990

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $691,664 · end of year $985,803

  • 2 · Savings and temporary cash investments

    beginning of year $36,007

  • 3 · Pledges and grants receivable

    beginning of year $3,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,060 · end of year $15,618

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

    $71,356

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

    $19,284

  • 10c · Land, buildings and equipment, net

    beginning of year $1,258 · end of year $52,072

  • 11 · Investments: publicly traded securities

    end of year $3,411,476

  • 12 · Investments: other securities

    beginning of year $2,640,411

  • 15 · Other assets

    beginning of year $24,344 · end of year $3,600

  • 24 · Unsecured notes and loans payable

    end of year $51,758

  • 25 · Other liabilities

    beginning of year $352,542 · end of year $335,000

  • 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 $3,065,202 · end of year $4,081,811

Listed in Part VII

  • SHANE BATTIER

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • HEIDI BATTIER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • LORRON JAMES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BECKY MCCARRON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • ELLEN MOREY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MAURICE MCDANIEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NEWELL FLEMING

    EXECUTIVE DIRECTOR

    Total calculated
    $171,563
    From this org
    $171,563
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,563
    Bonus
    $10,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,563

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
15 June 2026
IRS schema version
2024v5.5
Source object
202641669349301179

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.