2026-06-15T15:07:36-05:00 2025-07-31 464342401 BELL & ASSOCIATES PLLC PO BOX 11831 CHARLOTTE NC 282201831 990 2024-08-01 271832986 BATTIER TAKE CHARGE FOUNDATION BATT 7044939857 338 S SHARON AMITY ROAD 201 CHARLOTTE NC 28211 NEWELL FLEMING EXECUTIVE DIRECTOR 7044939857 2026-06-15 1 0 P00047004 7045259999 2026-06-15 X 2024 2025-03-06 01:10:19Z X NEWELL FLEMING 338 S SHARON AMITY ROAD 201 CHARLOTTE NC 28211 2036157 0 X BATTIERTAKECHARGE.ORG X 2010 MI ENCOURAGE AND INSPIRE POTENTIAL LEADERS TO ACHIEVE THE DREAM OF A COLLEGE EDUCATION THROUGH SCHOLARSHIPS, MENTORSHIP, AND OTHER PROGRAMS. 6 6 8 51 0 0 1684464 1729855 0 0 121069 138180 -131157 -125919 1674376 1742116 420304 406795 0 0 576716 593981 0 10453 76855 386246 520822 1383266 1532051 291110 210065 3417744 4468569 352542 386758 3065202 4081811 X 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. 0 0 406795 406795 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. 633813 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. 47909 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. 1088517 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X NEWELL FLEMING 7044939857 338 S SHARON AMITY ROAD 201 CHARLOTTE NC 28211 SHANE BATTIER PRESIDENT/DIRECTOR 10.00 X X 0 0 0 HEIDI BATTIER VICE PRESIDENT 10.00 X X 0 0 0 LORRON JAMES BOARD MEMBER 1.00 X 0 0 0 BECKY MCCARRON BOARD MEMBER 4.00 X 0 0 0 ELLEN MOREY BOARD MEMBER 2.00 X 0 0 0 MAURICE MCDANIEL BOARD MEMBER 2.00 X 0 0 0 NEWELL FLEMING EXECUTIVE DIRECTOR 40.00 X 171563 0 0 171563 0 0 1 0 1 0 0 271046 1458809 51678 1729855 95318 95318 186039 143177 42862 42862 42862 24945 271046 150864 -125919 -125919 1742116 0 0 12261 X 406795 406795 171564 94360 42891 34313 334698 230912 94056 9730 13183 9095 3705 383 33983 23445 9550 988 40553 27978 11396 1179 6153 6153 19942 19942 10453 10453 173235 70553 89854 12828 34904 20942 6981 6981 40611 14214 26397 26289 9201 17088 28251 9888 18363 38837 25244 13593 7046 3523 3523 3187 3187 5922 5922 STUDENT PROGRAMS - GO B 47909 47909 STUDENT PROGRAMS - GUID 46742 46742 STUDENT PROGRAMS - STUD 23804 23804 STUDENT PROGRAMS - TUTO 17990 17990 1532051 1088517 366679 76855 691664 985803 36007 3000 21060 15618 71356 19284 1258 52072 3411476 2640411 24344 3600 3417744 4468569 51758 352542 335000 352542 386758 X 0 0 0 0 3065202 4081811 3065202 4081811 3417744 4468569 210065 237327 569217 0 X 0 0 0 X 747747 1086694 544571 1684464 1458809 5522285 747747 1086694 544571 1684464 1458809 5522285 5522285 47661 58362 33576 89246 95318 324163 6794 29200 63000 145127 244121 6090569 0.90670 0.69030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71356 19284 52072 52072 PREPAID CONTRIBUTIONS 335000 335000 CABERNET 291946 271046 20900 141405 MISC EVENTS 4045 4045 9459 295991 271046 24945 150864 150864 -125919 1 BIG BROTHERS BIG SISTERS OF AMERICA 2502 NORTH ROCKY POINT DRIVE SUITE 550 TAMPA FL 33607 231365190 501(C)(3) 125991 0 GENERAL CAMDEN COUNTY COLLEGE 200 COLLEGE DR BLACKWOOD NJ 08012 221821290 501(C)(3) 5640 0 GENERAL COLUMBIA UNIVERSITY W 116TH ST BROADWAY NEW YORK NY 10027 135598093 501(C)(3) 7842 0 GENERAL DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 36726 0 GENERAL FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD BOCA RATON FL 33431 650385507 501(C)(3) 5490 0 GENERAL FLORIDA INTERNATIONAL UNIVERSITY 11200 S W 8 STREET MIAMI FL 33199 591715497 501(C)(3) 15521 0 GENERAL GRAND CANYON UNIVERISTY 3300 W CAMELBACK ROAD PHOENIX AZ 85017 472507725 501(C)(3) 18204 0 GENERAL LOUISIANA STATE UNIVERSITY 1146 PLEASANT HALL BATON ROUGE LA 70802 726000848 501(C)(3) 8000 0 GENERAL MORGAN STATE UNIVERSITY 1700 E COLD SPRING LN BALTIMORE MD 21251 237089143 501(C)(3) 5382 0 GENERAL RIDER UNIVERSITY 2083 LAWRENCEVILLE RD LAWRENCEVILLE NJ 08648 210650678 501(C)(3) 9419 0 GENERAL ROWAN UNIVERSITY 201 MULLICA HILL ROAD GLASSBORO NJ 08028 237132916 501(C)(3) 33967 0 GENERAL RUTGERS UNIVERSITY 41 MINE ST NEW BRUNSWICK NJ 08901 226001086 501(C)(3) 12256 0 GENERAL STOCKTON UNIVERSITY 101 VERA KING FARRIS DR GALLOWAY NJ 08205 222832788 501(C)(3) 21450 0 GENERAL THOMAS JEFFERSON UNIVERSITY 1020 WALNUT STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 12000 0 GENERAL TENNESSEE STATE UNIVERSITY 3500 JOHN A MERRITT BLVD NASHVILLE TN 37209 620786119 501(C)(3) 14001 0 GENERAL UNIVERSITY OF FLORIDA 201 CRISER HALL GAINESVILLE FL 32611 596002052 501(C)(3) 9066 0 GENERAL PART I, LINE 2: GRANT FUNDS ARE PAID DIRECTLY TO COLLEGES AND UNIVERSITIES ON BEHALF OF THE STUDENTS IN OUR PROGRAMS. ALL STUDENTS ARE REQUIRED TO SUBMIT BOTH PROOF OF ENROLLMENT AND COURSE COMPLETION VIA TRANSCRIPTS, TWICE ANNUALLY. WE ALSO ASK THEM FOR BURSAR RECORDS TO SHOW THE APPLICATION OF OUR PAYMENTS TO THEIR ACCOUNTS, AND WORK WITH THEM TO ENSURE FINANCIAL AID DISPLACEMENT IS NOT AN ISSUE. OUR EXECUTIVE DIRECTOR AND DIRECTOR OF OPERATIONS REVIEW COMPLETION OF THIS INFORMATION ON A SEMI-ANNUAL BASIS. 0 0 0 0 0 0 0 0 0 NEWELL FLEMING EXECUTIVE DIRECTOR 161563 0 10000 0 0 0 0 0 0 0 171563 0 0 0 X 3 51678 AVG OF HIGH/LOW FOR DAY 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SHANE AND HEIDI BATTIER ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED TO PERSONS ON THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE IS PROVIDED TO EACH EMPLOYEE, OFFICER AND DIRECTOR. EACH EMPLOYEE, OFIFCER AND DIRECTOR IS REQUIRED TO NOTIFY IF A CONFLICT EXISTS OR IF ANY CHANGE WOULD GENERATE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DECIDE ON THE REASONABLE COMPENSATION BASED ON THE RESPONSIBILITIES OF THE POSITION AND BY COMPARISON TO SIMILARLY SIZED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,456. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 70,553. MANAGEMENT AND GENERAL EXPENSES 44,898. FUNDRAISING EXPENSES 12,828. TOTAL EXPENSES 128,279.