BATTELLE FOR KIDS (EIN 311781583) - 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

SAMUEL M DUNCAN

Phone

6144813141

Tax Period

2024-07-01 to 2025-06-30

BATTELLE FOR KIDS, founded in 2001, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $7.4M exceeded revenue, resulting in a 44% operating deficit.

Mission

COLLABORATING WITH SCHOOL SYSTEMS AND COMMUNITIES TO REALIZE THE POWER AND PROMISE OF 21ST CENTURY LEARNING FOR EVERY STUDENT.

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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 $60,000

Program Service Revenue $5,011,386

Investment Income $50,520

Other Revenue $1,109

TOTAL REVENUE $5,123,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,495,941

Fundraising Expenses $0

Program Expenses $3,682,092

Other Expenses $1,875,997

TOTAL EXPENSES $7,371,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,123,015	$8,324,667	-0.4%
Expenses	$7,371,938	$8,558,511	-0.1%
Net Income	$-2,248,923	$-233,844	+8.6%

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

$688,132

Total Directors

Key Employees

$434,229

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSSELL AUSTIN	CHAIRMAN OF THE BOARD	2.00	Director	$0	$0	$0
RICHARD F CELESTE	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
ALTON L FRAILEY	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
LARRY HILSHEIMER	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
AIMEE KENNEDY PHD	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
LISA GRAY	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
DARLINE ROBLES	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
AMY VERTANEN	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
PATRICK J TIBERI	DIRECTOR - BOARD	2.00	Director	$0	$0	$0
SAMUEL M DUNCAN	CHIEF EXECUTIVE OFFICER/PRESIDENT	40.00	Officer	$276,028	$35,848	$311,876
TODD A HELLMAN	VICE PRESIDENT/CFO	40.00	Officer	$342,911	$33,345	$376,256
VALERIE S GREENHILL	VICE PRESIDENT	40.00	Key Emp	$182,741	$13,653	$196,394
ALYSON NIELSON	VICE PRESIDENT	40.00	Key Emp	$190,788	$47,047	$237,835
SHANNON KING	CHIEF LEARNING OFFICER	40.00	Highest	$186,460	$24,051	$210,511
COLON LEWIS	CHIEF LEARNING OFFICER	40.00	Highest	$186,186	$22,342	$208,528

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	$5,123,015	$7,371,938	$1,576,469	$-2,248,923
2024	No data	No data	No data	No data
2023	$8,703,085	$9,488,042	$4,682,345	$-784,957
2022	$7,497,614	$8,574,930	$5,855,053	$-1,077,316
2022	$7,497,614	$8,574,930	$5,855,053	$-1,077,316
2021	$5,810,919	$8,307,806	$8,986,527	$-2,496,887
2020	$6,887,119	$10,498,940	$10,567,077	$-3,611,821
2019	$9,888,540	$12,045,459	$13,712,255	$-2,156,919
2018	$8,088,371	$11,154,124	$17,504,035	$-3,065,753

BATTELLE FOR KIDS