Battier Take Charge Foundation (EIN 271832986) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Newell Fleming

Phone

7865011512

Tax Period

2023-08-01 to 2024-07-31

Battier Take Charge Foundation, founded in 2010, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 264% from the prior year, signaling strong growth momentum. The organization ran a surplus of $291K, a strong 17% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,684,464

Program Service Revenue $0

Investment Income $121,069

Other Revenue $-131,157

TOTAL REVENUE $1,674,376

Expense Breakdown

Grants Paid $420,304

Salaries & Benefits $576,716

Fundraising Expenses $171,125

Program Expenses $948,412

Other Expenses $386,246

TOTAL EXPENSES $1,383,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,674,376	$459,536	+2.6%
Expenses	$1,383,266	$458,481	+2.0%
Net Income	$291,110	$1,055	+274.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Newell Fleming	Executive Director	40.0	Highest	$152,251	$0	$152,251
Shane Battier	President / Director	10.0	Officer Director	$0	$0	$0
Heidi Battier	Vice President	10.0	Officer Director	$0	$0	$0
Ellen Morey	Board member	2.0	Director	$0	$0	$0
Becky McCarron	Board Member	4.0	Director	$0	$0	$0
Lorron James	Board Member	1.0	Director	$0	$0	$0
Maurice McDaniel	Board Member	2.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,674,376	$1,383,266	$3,417,744	$291,110
2023	$459,536	$458,481	$2,824,053	$1,055
2022	$1,092,862	$810,269	$2,796,712	$282,593
2021	$842,158	$686,027	$2,510,061	$156,131
2020	$715,186	$431,081	$2,519,766	$284,105
2019	$699,180	$838,120	$2,184,740	$-138,940
2019	$699,180	$838,120	$2,184,740	$-138,940
2018	$706,611	$459,148	$2,258,573	$247,463

Battier Take Charge Foundation