Battier Take Charge Foundation

Nonprofit profile at a glance

EIN
271832986
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Charlotte, NC, USA
Phone
7044939857
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$1,742,116
Expenses
$1,532,051
Assets
$4,468,569
Liabilities
$386,758

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • SHANE BATTIER (PRESIDENT/DIRECTOR)
  • HEIDI BATTIER (VICE PRESIDENT)
  • NEWELL FLEMING (EXECUTIVE DIRECTOR)

Highest reported compensation

  • NEWELL FLEMING (EXECUTIVE DIRECTOR): $171,563 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 63% for direct work, and 37% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 63
  • Accountability: 90
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.9%; rating input score 66
  • Program expense ratio: 71%; rating input score 71
  • Fundraising efficiency: $22.51 raised per $1 spent on fundraising; rating input score 62; 62nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.2%; rating input score 88; 3rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 83.8%; rating input score 84; 36th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 12.1%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 2.92; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: 11.2%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: 22.9% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: 14.9% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 14.4% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 65.9% of revenue deployed · 71% of spending went to programs
  • Governance: 6 of 6 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $1.1M in reported program spending
  • Leadership: top reported pay $172K · 7 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 33 of 35 current checks pass · 2 findings to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 12 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 17 filed money-flow records
  • Related organizations: 16 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.