BATTELLE CHARITIES FOUNDATION (EIN 311772342) - 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

2001

Legal Domicile

Principal Officer

SCOTT G HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

BATTELLE CHARITIES FOUNDATION, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $301 in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $4K exceeded revenue, resulting in a 1295% operating deficit.

Mission

THE PURPOSE OF BATTELLE CHARITIES IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $301

Other Revenue $0

TOTAL REVENUE $301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,200

TOTAL EXPENSES $4,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301	$319	-0.1%
Expenses	$4,200	$7,000	-0.4%
Net Income	$-3,899	$-6,681	-0.4%

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

N/A

Volunteers

N/A

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

$1,394,596

Total Directors

$1,394,596

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSSELL P AUSTIN	DIRECTOR/PRES/SECRETARY	1.00	Officer Director	$0	$0	$0
LEWIS VON THAER	DIRECTOR/CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOUGLAS F KRIDLER	DIRECTOR/ASST SECRETARY	1.00	Officer Director	$0	$107,467	$1,012,706
SCOTT G HEITKAMP	DIRECTOR/ASST TREASURER	1.00	Officer Director	$0	$63,398	$381,890
TOM D WALKER	DIRECTOR	1.00	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	$301	$4,200	$369,511	$-3,899
2023	$319	$7,000	$359,132	$-6,681
2022	$53	$6,932	$359,577	$-6,879
2021	No data	$6,740	$365,252	No data
2020	$23	$6,575	$372,075	$-6,552
2019	$3,847	$6,805	$385,392	$-2,958
2018	$1,343	$6,200	$382,150	$-4,857

BATTELLE CHARITIES FOUNDATION