BATTIER TAKE CHARGE FOUNDATION

EIN: 271832986 501(c)(3) Philanthropy & Grantmaking

CHARLOTTE, NC

Total Revenue
$1,742,116
Total Expenses
$1,532,051
Total Assets
$4,468,569
Net Assets
$4,081,811
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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
MI
Principal Officer
NEWELL FLEMING
Phone
7044939857
Tax Period
2024-08-01 to 2025-07-31

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 2024. Expenses of $1.5M left a modest 12% surplus.

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 POTENITAL THROUGH COLLEGE SCHOLARSHIPS, MENTORSIP, NETWORKING, AND LEADERSHIP TRAINING. THE YOUNG PEOPLE WHO GO THROUGH OUR PROGRAMS, IN TURN, INSPIRE THOSE AROUND THEM - 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 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.

Program Service Accomplishments

Program 1
Expenses: $406,795

SCHOLARSTHE BATTIER SCHOLARS PROGRAM SUPPORTS STUDENTS FROM THE FOUNDATION'S CURRENT SCHOLARSHIP COMMUNITIES OF MIAMI, CAMDEN, AND DETROIT, WHILE CONTINUING TO PROVIDE ONGOING SUPPORT TO SCHOLARS AND...

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SCHOLARSTHE BATTIER SCHOLARS PROGRAM SUPPORTS STUDENTS FROM THE FOUNDATION'S CURRENT SCHOLARSHIP COMMUNITIES OF MIAMI, CAMDEN, AND DETROIT, WHILE CONTINUING TO PROVIDE ONGOING SUPPORT TO SCHOLARS AND ALUMNI FROM PREVIOUSLY SERVED COMMUNITIES, INCLUDING HOUSTON. THE PROGRAM IS DESIGNED TO REDUCE FINANCIAL BARRIERS TO HIGHER EDUCATION WHILE PROVIDING STUDENTS WITH RESOURCES AND GUIDANCE TO SUPPORT COLLEGE PERSISTENCE, LEADERSHIP DEVELOPMENT, AND LONG-TERM SUCCESS.EACH BATTIER SCHOLAR RECEIVES A $32,000 SCHOLARSHIP DISTRIBUTED OVER FOUR YEARS TO ASSIST WITH COLLEGE EXPENSES. IN ADDITION TO FINANCIAL SUPPORT, SCHOLARS RECEIVE ACCESS TO INDIVIDUALIZED GUIDANCE, MENTORSHIP, NETWORKING OPPORTUNITIES, LEADERSHIP DEVELOPMENT PROGRAMMING, CAREER PREPARATION RESOURCES, AND A SUPPORTIVE COMMUNITY THROUGHOUT THEIR COLLEGE EXPERIENCE AND BEYOND.SINCE INCEPTION, BTCF HAS AWARDED 66 BATTIER SCHOLARSHIPS TOTALING MORE THAN $1.6 MILLION IN SCHOLARSHIP SUPPORT. BATTIER SCHOLARS AND ALUMNI HAVE ATTENDED COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY, REPRESENTING MORE THAN 35 INSTITUTIONS NATIONWIDE. THE PROGRAM HAS DEMONSTRATED STRONG POST-SECONDARY OUTCOMES, WITH 95% OF BATTIER SCHOLARS EARNING A BACHELOR'S DEGREE OR HIGHER AND APPROXIMATELY 90% OF PARTICIPANTS IDENTIFYING AS FIRST-GENERATION COLLEGE STUDENTS.

Program 2
Expenses: $633,813

GUIDETHE BATTIER GUIDE PROGRAM PROVIDES COMPREHENSIVE COLLEGE ACCESS RESOURCES, MENTORSHIP, AND LONG-TERM EDUCATIONAL SUPPORT TO HIGH SCHOOL STUDENTS IN MIAMI, FLORIDA AND CAMDEN, NEW JERSEY...

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GUIDETHE BATTIER GUIDE PROGRAM PROVIDES COMPREHENSIVE COLLEGE ACCESS RESOURCES, MENTORSHIP, AND LONG-TERM EDUCATIONAL SUPPORT TO HIGH SCHOOL STUDENTS IN MIAMI, FLORIDA AND CAMDEN, NEW JERSEY. STUDENTS ENTER THE PROGRAM AS EARLY AS 10TH GRADE AND RECEIVE UP TO THREE YEARS OF SUPPORT DESIGNED TO PREPARE THEM FOR POST-SECONDARY EDUCATION AND FUTURE CAREER PATHWAYS.THROUGH WEEKLY PROGRAMMING, GUIDE STUDENTS PARTICIPATE IN COLLEGE READINESS ACTIVITIES, CAREER EXPLORATION, FINANCIAL LITERACY EDUCATION, AND PERSONAL DEVELOPMENT OPPORTUNITIES. STUDENTS ARE PAIRED WITH TRAINED MENTORS AND RECEIVE ACCESS TO ACADEMIC RESOURCES, SAT/ACT PREPARATION SERVICES, TUTORING SUPPORT, COLLEGE TOURS, AND INDIVIDUALIZED GUIDANCE THROUGHOUT THE COLLEGE ADMISSIONS PROCESS. UPON SUCCESSFUL COMPLETION OF THE PROGRAM, STUDENTS RECEIVE SCHOLARSHIP ASSISTANCE TO REDUCE FINANCIAL BARRIERS ASSOCIATED WITH PURSUING HIGHER EDUCATION.THE GUIDE PROGRAM HAS SERVED OVER 120 HIGH SCHOOL STUDENTS AND AWARDED OVER $1.4 MILLION IN SCHOLARSHIPS AND TUITION COVERAGE. CONTINUED PLANNING EFFORTS TO EXPAND PROGRAMMING TO DETROIT, MICHIGAN BEGINNING IN THE 2025-2026 ACADEMIC YEAR. PROGRAM ALUMNI HAVE PURSUED A VARIETY OF POST-SECONDARY PATHWAYS, INCLUDING FOUR-YEAR COLLEGES, TWO-YEAR DEGREE PROGRAMS, AND MILITARY SERVICE. THE PROGRAM PRIMARILY SERVES STUDENTS FROM LOW-INCOME AND UNDER-RESOURCED COMMUNITIES, WITH THE MAJORITY OF GUIDE PARTICIPANTS QUALIFYING FOR PELL GRANTS.

Program 3
Expenses: $47,909

GO BEYONDTHE GO BEYOND PROGRAM PROVIDES CONTINUED SUPPORT TO BATTIER SCHOLARS BEYOND THEIR INITIAL SCHOLARSHIP AWARD THROUGH PERSONALIZED RESOURCES, EDUCATIONAL OPPORTUNITIES, AND FINANCIAL...

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GO BEYONDTHE GO BEYOND PROGRAM PROVIDES CONTINUED SUPPORT TO BATTIER SCHOLARS BEYOND THEIR INITIAL SCHOLARSHIP AWARD THROUGH PERSONALIZED RESOURCES, EDUCATIONAL OPPORTUNITIES, AND FINANCIAL ASSISTANCE DESIGNED TO SUPPORT COLLEGE PERSISTENCE, CAREER PREPARATION, AND PERSONAL DEVELOPMENT. THE PROGRAM INCLUDES THE BATTIER GO BEYOND GRANT INITIATIVE, WHICH HAS PROVIDED OVER $74,000 IN FUNDING FOR OPPORTUNITIES SUCH AS GRADUATE AND PROFESSIONAL DEGREE PROGRAMS, STUDY ABROAD EXPERIENCES, ACADEMIC ENRICHMENT, INTERNSHIP-RELATED EXPENSES, CAREER DEVELOPMENT, PROFESSIONAL LICENSURE PREPARATION, AND ASSISTANCE DURING SIGNIFICANT LIFE EVENTS. IN ADDITION TO FINANCIAL SUPPORT, GO BEYOND PROVIDES OPPORTUNITIES FOR CONTINUED ENGAGEMENT AND DEVELOPMENT THROUGH INITIATIVES SUCH AS SCHOLARS RETREATS, WHICH FOCUS ON RELATIONSHIP BUILDING, LEADERSHIP DEVELOPMENT, PERSONAL GROWTH, AND PROFESSIONAL READINESS. THE PROGRAM REFLECTS THE FOUNDATION'S COMMITMENT TO PROVIDING LONG-TERM SUPPORT THAT HELPS SCHOLARS SUCCESSFULLY NAVIGATE COLLEGE, CAREER PATHWAYS, AND POST-SECONDARY OPPORTUNITIES. THE FOUNDATION IS EXPLORING OPPORTUNITIES TO EXPAND GO BEYOND ELIGIBILITY TO GUIDE PROGRAM ALUMNI IN FUTURE YEARS, EXTENDING CONTINUED SUPPORT RESOURCES TO ADDITIONAL PROGRAM PARTICIPANTS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,729,855
Program Service Revenue $0
Investment Income $138,180
Other Revenue $-125,919
TOTAL REVENUE $1,742,116

Expense Breakdown

Grants Paid $406,795
Salaries & Benefits $593,981
Fundraising Expenses $76,855
Program Expenses $1,088,517
Other Expenses $520,822
TOTAL EXPENSES $1,532,051

Year-over-Year Comparison

2024 2023 Change
Revenue $1,742,116 $1,674,376 +0.0%
Expenses $1,532,051 $1,383,266 +0.1%
Net Income $210,065 $291,110 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
8
Volunteers
51

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
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHANE BATTIER PRESIDENT/DIRECTOR 10.00
Officer Director
$0 $0 $0
HEIDI BATTIER VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
LORRON JAMES BOARD MEMBER 1.00
Director
$0 $0 $0
BECKY MCCARRON BOARD MEMBER 4.00
Director
$0 $0 $0
ELLEN MOREY BOARD MEMBER 2.00
Director
$0 $0 $0
MAURICE MCDANIEL BOARD MEMBER 2.00
Director
$0 $0 $0
NEWELL FLEMING EXECUTIVE DIRECTOR 40.00
Highest
$171,563 $0 $171,563
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
2025 $1,742,116 $1,532,051 $4,468,569 $210,065
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
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