Nonprofit · EIN 27-1832986
THE BATTIER TAKE CHARGE FOUNDATION INC
Tax-exempt · MIAMI, FL 33126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,742,116 | $1,532,051 | $210,065 | $4,468,569 | $386,758 | $4,081,811 |
| July 31, 2024 | 990 | $1,674,376 | $1,383,266 | $291,110 | $3,417,744 | $352,542 | $3,065,202 |
| July 31, 2023 | 990 | $459,536 | $458,481 | $1,055 | $2,824,053 | $49,961 | $2,774,092 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,729,855
- Program service revenue
- $0
- Investment income
- $138,180
- Net gain from sales of assets
- $42,862
- Net income from fundraising events
- -$125,919
- Other revenue
- -$125,919
Expenses
- Grants and similar amounts paid
- $406,795
- Compensation of officers, directors and key employees
- $171,564
- Salaries, compensation and benefits (total)
- $593,981
- Professional fundraising fees
- $10,453
- Legal fees
- $6,153
- Accounting fees
- $19,942
- Occupancy
- $28,251
- Travel
- $38,837
- Depreciation
- $3,187
- Program services (functional)
- $1,088,517
- Management and general (functional)
- $366,679
- Fundraising (functional)
- $76,855
Balance sheet and other
- Total assets, start of year
- $3,417,744
- Total assets, end of year
- $4,468,569
- Total liabilities, end of year
- $386,758
- Net assets, end of year
- $4,081,811
- Land, buildings and equipment
- $52,072
- Publicly traded securities
- $3,411,476
- Gross receipts
- $2,036,157
- Employees
- 8
- Volunteers
- 51
- Year formed
- 2010
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEWELL FLEMING | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $171,563 |
| SHANE BATTIER | PRESIDENT/DIRECTOR Trustee or director, Officer | 10 | $0 |
| HEIDI BATTIER | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| LORRON JAMES | BOARD MEMBER Trustee or director | 1 | $0 |
| BECKY MCCARRON | BOARD MEMBER Trustee or director | 4 | $0 |
| ELLEN MOREY | BOARD MEMBER Trustee or director | 2 | $0 |
| MAURICE MCDANIEL | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended July 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Newell Fleming | Executive Director Highest-paid employee | 40 | $152,251 |
| Shane Battier | President / Director Trustee or director, Officer | 10 | $0 |
| Heidi Battier | Vice President Trustee or director, Officer | 10 | $0 |
| Ellen Morey | Board member Trustee or director | 2 | $0 |
| Becky McCarron | Board Member Trustee or director | 4 | $0 |
| Lorron James | Board Member Trustee or director | 1 | $0 |
| Maurice McDaniel | Board Member Trustee or director | 2 | $0 |
990 for the year ended July 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shane Battier | President / Director Trustee or director, Officer | 10 | $0 |
| Heidi Battier | Vice President Trustee or director, Officer | 10 | $0 |
| Ellen Morey | Board member Trustee or director | 2 | $0 |
| Dan Whyte | Board Member until 03/2023 Trustee or director | 0 | $0 |
| Sandy Grossman | Board Member until 03/2023 Trustee or director | 0 | $0 |
| Becky McCarron | Board Member Trustee or director | 4 | $0 |
| Lorron James | Board Member Trustee or director | 1 | $0 |
| Maurice McDaniel | Board Member Trustee or director | 2 | $0 |
| Newell Fleming | Executive Director Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 550 NW 42ND AVE FLOOR 4, MIAMI, FL 33126-5649
- In care of
- % NEWELL FLEMING
- Principal officer (990 for 2024)
- NEWELL FLEMING, 338 S SHARON AMITY ROAD 201, CHARLOTTE, NC 28211
- Signed the 990
- NEWELL FLEMING, EXECUTIVE DIRECTOR
- Phone
- (704) 493-9857
- Website
- BATTIERTAKECHARGE.ORG
- Return prepared by
- BELL & ASSOCIATES PLLC
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.
Program accomplishments
- SCHOLARSTHE BATTIER SCHOLARS PROGRAM SUPPORTS STUDENTS FROM THE FOUNDATION'S CURRENT SCHOLARSHIP COMMUNITIES OF MIAMI, CAMDEN, AND DETROIT, WHILE CONTINUING TO PROVIDE ONGOING SUPPORT TO SCHOLARS AND ALUMNI FROM PREVIOUSLY SERVED COMMUNITIES, INCLUDING HOUSTON. THE PROGRAM IS DESIGNED TO REDUCE FINANCIAL BARRIERS TO HIGHER EDUCATION WHILE PROVIDING STUDENTS WITH RESOURCES AND GUIDANCE TO SUPPORT COLLEGE PERSISTENCE, LEADERSHIP DEVELOPMENT, AND LONG-TERM SUCCESS.EACH BATTIER SCHOLAR RECEIVES A $32,000 SCHOLARSHIP DISTRIBUTED OVER FOUR YEARS TO ASSIST WITH COLLEGE EXPENSES. IN ADDITION TO FINANCIAL SUPPORT, SCHOLARS RECEIVE ACCESS TO INDIVIDUALIZED GUIDANCE, MENTORSHIP, NETWORKING OPPORTUNITIES, LEADERSHIP DEVELOPMENT PROGRAMMING, CAREER PREPARATION RESOURCES, AND A SUPPORTIVE COMMUNITY THROUGHOUT THEIR COLLEGE EXPERIENCE AND BEYOND.SINCE INCEPTION, BTCF HAS AWARDED 66 BATTIER SCHOLARSHIPS TOTALING MORE THAN $1.6 MILLION IN SCHOLARSHIP SUPPORT. BATTIER SCHOLARS AND ALUMNI HAVE ATTENDED COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY, REPRESENTING MORE THAN 35 INSTITUTIONS NATIONWIDE. THE PROGRAM HAS DEMONSTRATED STRONG POST-SECONDARY OUTCOMES, WITH 95% OF BATTIER SCHOLARS EARNING A BACHELOR'S DEGREE OR HIGHER AND APPROXIMATELY 90% OF PARTICIPANTS IDENTIFYING AS FIRST-GENERATION COLLEGE STUDENTS.Expenses $406,795 · grants $406,795
- 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.Expenses $633,813
- GO BEYONDTHE GO BEYOND PROGRAM PROVIDES CONTINUED SUPPORT TO BATTIER SCHOLARS BEYOND THEIR INITIAL SCHOLARSHIP AWARD THROUGH PERSONALIZED RESOURCES, EDUCATIONAL OPPORTUNITIES, AND FINANCIAL ASSISTANCE DESIGNED TO SUPPORT COLLEGE PERSISTENCE, CAREER PREPARATION, AND PERSONAL DEVELOPMENT. THE PROGRAM INCLUDES THE BATTIER GO BEYOND GRANT INITIATIVE, WHICH HAS PROVIDED OVER $74,000 IN FUNDING FOR OPPORTUNITIES SUCH AS GRADUATE AND PROFESSIONAL DEGREE PROGRAMS, STUDY ABROAD EXPERIENCES, ACADEMIC ENRICHMENT, INTERNSHIP-RELATED EXPENSES, CAREER DEVELOPMENT, PROFESSIONAL LICENSURE PREPARATION, AND ASSISTANCE DURING SIGNIFICANT LIFE EVENTS. IN ADDITION TO FINANCIAL SUPPORT, GO BEYOND PROVIDES OPPORTUNITIES FOR CONTINUED ENGAGEMENT AND DEVELOPMENT THROUGH INITIATIVES SUCH AS SCHOLARS RETREATS, WHICH FOCUS ON RELATIONSHIP BUILDING, LEADERSHIP DEVELOPMENT, PERSONAL GROWTH, AND PROFESSIONAL READINESS. THE PROGRAM REFLECTS THE FOUNDATION'S COMMITMENT TO PROVIDING LONG-TERM SUPPORT THAT HELPS SCHOLARS SUCCESSFULLY NAVIGATE COLLEGE, CAREER PATHWAYS, AND POST-SECONDARY OPPORTUNITIES. THE FOUNDATION IS EXPLORING OPPORTUNITIES TO EXPAND GO BEYOND ELIGIBILITY TO GUIDE PROGRAM ALUMNI IN FUTURE YEARS, EXTENDING CONTINUED SUPPORT RESOURCES TO ADDITIONAL PROGRAM PARTICIPANTS.Expenses $47,909
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 27-1832986
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $4,468,569
- Income (IRS master file)
- $2,036,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,742,116 | $1,532,051 | $4,468,569 | XML |
| 990 | July 2024 | $1,674,376 | $1,383,266 | $3,417,744 | XML |
| 990 | July 2023 | $459,536 | $458,481 | $2,824,053 | XML |
| 990 | December 2022 | $1,092,862 | $810,269 | $2,796,712 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1832986).
Questions about THE BATTIER TAKE CHARGE FOUNDATION INC
- What is the EIN of THE BATTIER TAKE CHARGE FOUNDATION INC?
- The employer identification number (EIN) of THE BATTIER TAKE CHARGE FOUNDATION INC is 27-1832986.
- Is THE BATTIER TAKE CHARGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to THE BATTIER TAKE CHARGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BATTIER TAKE CHARGE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE BATTIER TAKE CHARGE FOUNDATION INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BATTIER TAKE CHARGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of THE BATTIER TAKE CHARGE FOUNDATION INC?
- The 990 for the year ended July 31, 2025 names NEWELL FLEMING.
- Who are the officers and directors of THE BATTIER TAKE CHARGE FOUNDATION INC?
- The 990 for the year ended July 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $171,563 (NEWELL FLEMING, EXECUTIVE DIRECTOR).
- How much revenue does THE BATTIER TAKE CHARGE FOUNDATION INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,742,116, expenses of $1,532,051 and total assets of $4,468,569 at year end.
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