THE BATTERY FOUNDATION (EIN 465476017) - 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

2014

Legal Domicile

Principal Officer

TIMOTHY WU

Phone

4152308000

Tax Period

2023-01-01 to 2023-12-31

THE BATTERY FOUNDATION, founded in 2014, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $3.4M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES.

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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 $2,864,690

Program Service Revenue $0

Investment Income $75,673

Other Revenue $0

TOTAL REVENUE $2,940,363

Expense Breakdown

Grants Paid $2,919,633

Salaries & Benefits $335,754

Fundraising Expenses $81,836

Program Expenses $3,233,071

Other Expenses $192,669

TOTAL EXPENSES $3,448,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,940,363	$3,829,282	-0.2%
Expenses	$3,448,056	$3,474,963	0.0%
Net Income	$-507,693	$354,319	-2.4%

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

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

$117,248

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
XOCHILTZIN BIRCH	PRESIDENT	0.50	Officer Director	$0	$0	$0
MICHAEL BIRCH	TREASURER	0.50	Officer Director	$0	$0	$0
SUZAN CANLI	SECRETARY (THRU 5/23/23)	1.00	Officer Director	$0	$0	$0
DAN KINGSLEY	SECRETARY (FROM 5/23/23)	1.00	Officer Director	$0	$0	$0
JAMIE ALLISON	DIRECTOR (THRU 5/23/23)	0.50	Director	$0	$0	$0
JENI IZUEL	DIRECTOR	0.50	Director	$0	$0	$0
SARA LOMELIN	DIRECTOR	0.50	Director	$0	$0	$0
SARA GUILLERMO	DIRECTOR	0.50	Director	$0	$0	$0
ADRIAN TIRTANADI	DIRECTOR	0.50	Director	$0	$0	$0
COLLEEN GREGERSON	EXECUTIVE DIRECTOR (THRU 6/9/23)	40.00	Officer	$106,252	$10,996	$117,248
JILL MINKUS	DIR OF GRANTS & IMPACT, INTERIM ED	40.00	Highest	$165,413	$13,615	$179,028

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	No data	No data	No data	No data
2023	$2,940,363	$3,448,056	$2,502,711	$-507,693
2022	$3,829,282	$3,474,963	$2,802,296	$354,319
2021	$3,450,077	$3,103,903	$2,420,883	$346,174
2020	$3,354,019	$4,117,411	$2,318,114	$-763,392
2019	$4,524,580	$4,738,596	$2,883,651	$-214,016
2018	$4,048,367	$4,649,452	$3,335,868	$-601,085

THE BATTERY FOUNDATION