The Battier Take Charge Foundation Inc
- Assets
- $2.5m
- Revenue
- $842.2k
- Investments
- $2.0m
- Employees
- 5
- Location
- Miami, FL
- Founding
- 08/2012
- Data as of
- 12/2021
- EIN
- 27-1832986
Organization Overview
The Battier Take Charge Foundation Inc is located in Miami, FL. The organization was established in 2012. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Battier Take Charge Foundation Inc employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Battier Take Charge Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Battier Take Charge Foundation Inc generated $842.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 9.5% each year. All expenses for the organization totaled $686.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Battier Take Charge Foundation Inc has awarded 38 individual grants totaling $1,554,513. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
ENCOURAGE AND INSPIRE POTENTIAL LEADERS TO ACHIEVE THE DREAM OF A COLLEGE EDUCATION THROUGH SCHOLARSHIPS, MENTORSHIP, AND OTHER PROGRAMS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE BATTIER SCHOLARS PROGRAM SELECTS OUTSTANDING FUTURE LEADERS FROM MIAMI, HOUSTON, DETROIT, AND CAMDEN NJ AND GIVES THEM THE OPPORTUNITY TO IMPROVE AND IMPACT THEIR DESTINY THROUGH THE POWER OF A COLLEGE EDUCATION. EACH SCHOLAR RECEIVES A $20,000 SCHOLARSHIP AND ACCESS TO SIGNIFICANT RESOURCES AND BENEFITS. THROUGH THE BATTIER SCHOLARS PROGRAM, TAKE CHARGE PROVIDES A COMPREHENSIVE, HANDS-ON, AND UNPARALLELED LEVEL OF RESOURCES AND SUPPORT FOR THESE ASPIRING LEADERS, THROUGHOUT THEIR COLLEGE JOURNEY AND BEYOND. FIFTY-THREE SCHOLARSHIPS HAVE BEEN AWARDED, TOTALING OVER $1.1 MILLION, AND 95% OF BATTIER SCHOLARS EARN THEIR BACHELORS DEGREE OR HIGHER.
THE GUIDE (GIVING UNDERSERVED INDIVIDUALS DIRECTION IN EDUCATION) PROGRAM WORKS WITH DRIVEN HIGH-SCHOOL STUDENTS TO INFORM THEM ABOUT EDUCATIONAL OPPORTUNITIES AND MOTIVATE THEM TO PURSUE A COLLEGE DEGREE. WE GIVE THEM THE TOOLS AND SUPPORT THEY NEED TO EXCEL THROUGH HIGH SCHOOL AND ONTO COLLEGE CAMPUSES. GUIDE STUDENTS ARE PAIRED WITH WELL-TRAINED MENTORS, AND ARE PROVIDED WITH A COLLEGE SUCCESS COACH, SAT AND ACT TEST PREPARATION COURSES, COLLEGE-READINESS SEMINARS, AND COUNTLESS OTHER RESOURCES AND BENEFITS. SUCCESSFUL COMPLETION OF OUR TWO-YEAR PROGRAM EARNS EACH SCHOLAR A FULL, FOUR-YEAR FLORIDA PREPAID COLLEGE SCHOLARSHIP. GUIDE HAS ENHANCED THE LIVES OF OVER 60 STUDENTS FROM MIAMI DADE PUBLIC SCHOOLS.
OUR COMMITMENT TO ALL SCHOLARS IN OUR FOUNDATION REACHES FAR BEYOND THE FINANCIAL BENEFIT OF THE SCHOLARSHIPS WE AWARD. WE PRIDE OURSELVES ON CREATING RELATIONSHIPS AND PROVIDING A COMPREHENSIVE LEVEL OF SUPPORT TO EACH OF OUR SCHOLARS, WHICH HAS GROWN INTO OUR BATTIER "GO BEYOND" PROGRAM. WITH GO BEYOND, WE ADAPT TO MEET THEIR NEEDS, AND STRIVE TO INSTILL THE CONFIDENCE IN EACH OF THEM THAT WE ARE BEHIND THEM IN PURSUIT OF THEIR GOALS. SOME OF THE DYNAMIC WAYS IN WHICH WE PROVIDE THIS PERSONALIZED SUPPORT ARE THROUGH OUR BATTIER GRANT INITIATIVE, OUR SCHOLARS RETREATS, AND MOST RECENTLY, IN THE ASSISTANCE WE HAVE OFFERED THROUGHOUT THE COVID-19 PANDEMIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Newell Fleming Executive Director | 40 | $103,449 | |
Shane Battier President / Director | OfficerTrustee | 6 | $0 |
Heidi Battier Vice President | OfficerTrustee | 16 | $0 |
Dan Whyte Board Member | Trustee | 0 | $0 |
Ellen Morey Board Member | Trustee | 0 | $0 |
Lorron James Board Member | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $57,000 |
| Related organizations | $0 |
| Government grants | $30,092 |
| All other contributions, gifts, grants, and similar amounts not included above | $660,655 |
| Noncash contributions included in lines 1a–1f | $135,066 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $747,747 |
| Total Program Service Revenue | $0 |
| Investment income | $47,661 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $66,443 |
| Net Income from Fundraising Events | -$19,693 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $842,158 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $325,068 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $103,449 |
| Compensation of current officers, directors, key employees. | $25,862 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $88,704 |
| Pension plan accruals and contributions | $1,331 |
| Other employee benefits | $20,181 |
| Payroll taxes | $15,846 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $6,520 |
| Fees for services: Accounting | $8,601 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $5,968 |
| Advertising and promotion | $22,253 |
| Office expenses | $7,049 |
| Information technology | $14,242 |
| Royalties | $0 |
| Occupancy | $2,906 |
| Travel | $4,576 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,378 |
| Insurance | $7,919 |
| All other expenses | $2,031 |
| Total functional expenses | $686,027 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $306,237 |
| Savings and temporary cash investments | $108,324 |
| Pledges and grants receivable | $15,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,726 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $2,013,621 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $65,153 |
| Total assets | $2,510,061 |
| Accounts payable and accrued expenses | $825 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $10,336 |
| Total liabilities | $11,161 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $2,498,900 |
| Total liabilities and net assets/fund balances | $2,510,061 |
Grants Awarded
Over the last fiscal year, The Battier Take Charge Foundation Inc has awarded $267,045 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Tampa, FL PURPOSE: SCHOLARSHIPS | $241,000 |
Atlanta, GA PURPOSE: SCHOLARSHIPS | $10,000 |
East Lansing, MI PURPOSE: SCHOLARSHIPS | $10,000 |
Miami, FL PURPOSE: General | $6,045 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that The Battier Take Charge Foundation Inc has recieved totaling $160,083.
| Awarding Organization | Amount |
|---|---|
Samuel J & Connie Frankino Charitable Foundation Westlake, OH PURPOSE: GENERAL | $55,000 |
The Miami Foundation Inc Miami, FL PURPOSE: PROGRAM SUPPORT | $50,000 |
The Batchelor Foundation Inc Miami Beach, FL PURPOSE: GENERAL OPERATIONS | $25,000 |
The Community Foundation For Northeast Florida Inc Jacksonville, FL PURPOSE: GENERAL OPERATING | $20,000 |
Leighton Rosenthal Family Foundation Cleveland, OH PURPOSE: GENERAL USE OF THE RECIPIENT. | $5,000 |
Brand Family Foundation Madison, WI PURPOSE: PROGRAM SUPPORT | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Miami Foundation Inc Miami, FL | $460,864,709 | $147,324,669 |
Ninth District Opportunity Inc Gainesville, GA | $20,597,568 | $53,356,026 |
Jupiter Medical Center Foundation Inc Jupiter, FL | $160,882,045 | $61,479,471 |
Nema Foundation Inc Tallulah Falls, GA | $40,863,488 | $61,480,995 |
Trustbridge Global Foundation Usa Inc Clearwater, FL | $68,735,703 | $42,627,282 |
Blue Cross And Blue Shield Of Florida Foundation Inc Jacksonville, FL | $500,668,406 | $165,069,947 |
University Of South Florida Institute Of Applied Engineering I Tampa, FL | $5,205,656 | $9,587,469 |
The Legacy Foundation At Shell Point Inc Fort Myers, FL | $5,518,203 | $5,863,574 |
East Lake Foundation Inc Atlanta, GA | $69,998,744 | $30,410,500 |
Scintilla Charter Academy Inc Valdosta, GA | $15,718,556 | $7,823,461 |
Tampa-Orlando-Pinellas Jewish Foundation Inc Tampa, FL | $66,534,235 | $10,949,791 |
Wellstar Foundation Inc Marietta, GA | $30,643,336 | $9,116,090 |