Civic Intelligence

Bota Foundation

990 • Fiscal year 2021 • EIN 23-7303138

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 30, 2021

Organization ProfileN/A
1333 Falmouth RdChattanooga, TN 37405

(423) 304-8027

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

76th percentile

23%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$42,031,691

Up $7,747,837 (+23%) from 2020

Net Assets

Up

$42,031,691

Up $7,747,837 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin89th percentile

Revenue

Up

$2,517,157

Up $3,397,032 (+386%) from 2020

Expenses

Down

$1,068,119

Down $8,146 (-0.8%) from 2020

Net Income

Up

$1,449,038

Up $3,405,178 (+174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2020: $34,283,854Liabilities 2020: $0Net Assets 2020: $34,283,8542020Assets 2021: $42,031,691Liabilities 2021: $0Net Assets 2021: $42,031,6912021Assets 2022: $35,056,478Liabilities 2022: $0Net Assets 2022: $35,056,4782022Assets 2023: $37,600,701Liabilities 2023: $0Net Assets 2023: $37,600,7012023Assets 2024: $44,548,005Liabilities 2024: $0Net Assets 2024: $44,548,0052024Assets 2025: $49,473,483Liabilities 2025: $0Net Assets 2025: $49,473,4832025

Highlighted filing

2021

Assets$42,031,691
Liabilities$0
Net Assets$42,031,691
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: -$879,875Expenses 2020: $1,076,265Net Income 2020: -$1,956,1402020Revenue 2021: $2,517,157Expenses 2021: $1,068,119Net Income 2021: $1,449,0382021Revenue 2022: $1,449,632Expenses 2022: $1,493,622Net Income 2022: -$43,9902022Revenue 2023: $865,618Expenses 2023: $917,942Net Income 2023: -$52,3242023Revenue 2024: $3,528,706Expenses 2024: $922,716Net Income 2024: $2,605,9902024Revenue 2025: $4,148,499Expenses 2025: $1,360,542Net Income 2025: $2,787,9572025

Highlighted filing

2021

Revenue$2,517,157
Expenses$1,068,119
Net Income$1,449,038
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 30, 2021
Return Version
2020v4.1
Gross Receipts
$8,098,702
Mission and Program Overview

Mission

SEE PAGE 1

See sch othe purpose of the bota foundation is to accumulate funds and provide assistance to carry out the present and future purposes for which orange grove was established, assist orange grove center or any public or private agencies having a like purposes or objectives, provided that such activities must be for the exclusive benefit of or to carry out the present or future purposes of orange grove center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,187,917$40,939,000▲ $7,751,083
Other Notes and Loans Receivable, Net$919,876$919,876→ $0
Investments Other Securities$110,000$110,000→ $0
Cash and Non-Interest-Bearing Accounts$19,136$15,890▼ $3,246
Total Assets$34,283,854$42,031,691▲ $7,747,837
Other Assets Total$46,925$46,925→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,283,854$42,031,691▲ $7,747,837
Total Net Assets Fund Balance$34,283,854$42,031,691▲ $7,747,837
Total Liabilities and Net Assets / Fund Balance$34,283,854$42,031,691▲ $7,747,837
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
John F GermChairperson
Jonathan F Kent EsqAt Large Member
Stephen PerryAt Large Member
Hugh J Moore Jr EsqSecretary
William R RussellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,517,157
Other Revenue
$0
Change in Net Assets
$1,449,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$895,710
Other Expenses$172,409
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$895,710--$895,710
Fees for Service Investment Mgmnt Fees-$169,163-$169,163
Other Expenses-$3,246-$3,246
Total Functional Expenses$895,710$172,409$0$1,068,119
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange Grove CtrChattanooga, TN501(c)(3)See Part Iii of Form 990 Question 4$895,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Periodic meetings of the governing body are held at which the treasurer's report is presented. The current statement of net assets is reviewed as well as information from the investment committee (concerning the foundation's investment portfolios). In addition, grant requests as reviewed by the grant committee are presented for approval.”

Form 990, Part VI, Section A, Line 7A

“Orange grove center elects two members of the governing body. The majority of the members of the governing body are former presidents of the orange grove board. All members of the governing body are current members or honary members of the orange grove board.”

Form 990, Part VI, Section B, Line 11B

“A copy of the current form 990 is provided to the governing body prior to filing for review and comment. As the form 990 is open to public inspection, members of the governing body are also encouraged to electronically access the form for their review upon its filing.”

Form 990, Part VI, Section B, Line 12C

“At each meeting of the governing body the members are reminded of the conflict of interest policy prior to any action and any member with a potential conflict is required to abstain from voting.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bota Foundation
EIN
23-7303138
Phone
4233048027
Address
1333 FALMOUTH RD, CHATTANOOGA, TN 37405

Signing Officer

Name
William R Russell
Title
Treasurer
Phone
4233048027
Signed
2021-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William R Russell
Formed
1973
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Elliott Davis Llcpllc
Address
629 MARKET STREET SUITE 100, CHATTANOOGA, TN 37402
Preparer
Eric Myers
Phone
4237567100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in unrealized apprec./(deprec.) for the period 6,298,799.”

Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07489215
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IRS990/LoanOutstandingInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODY ARE FORMER PRESIDENTS OF THE ORANGE GROVE BOARD. ALL MEMBERS OF THE GOVERNING BODY ARE CURRENT MEMBERS OR HONORARY MEMBERS OF THE ORANGE GROVE BOARD. ORANGE GROVE CENTER ELECTS TWO MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A PAGE 5, SECTION C LINE 1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERIODIC MEETINGS OF THE GOVERNING BODY ARE HELD AT WHICH THE TREASURER'S REPORT IS PRESENTED. THE CURRENT STATEMENT OF NET ASSETS IS REVIEWED AS WELL AS INFORMATION FROM THE INVESTMENT COMMITTEE (CONCERNING THE FOUNDATION'S INVESTMENT PORTFOLIOS). IN ADDITION, GRANT REQUESTS AS REVIEWED BY THE GRANT COMMITTEE ARE PRESENTED FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORANGE GROVE CENTER ELECTS TWO MEMBERS OF THE GOVERNING BODY. THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODY ARE FORMER PRESIDENTS OF THE ORANGE GROVE BOARD. ALL MEMBERS OF THE GOVERNING BODY ARE CURRENT MEMBERS OR HONARY MEMBERS OF THE ORANGE GROVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE CURRENT FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING FOR REVIEW AND COMMENT. AS THE FORM 990 IS OPEN TO PUBLIC INSPECTION, MEMBERS OF THE GOVERNING BODY ARE ALSO ENCOURAGED TO ELECTRONICALLY ACCESS THE FORM FOR THEIR REVIEW UPON ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH MEETING OF THE GOVERNING BODY THE MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY PRIOR TO ANY ACTION AND ANY MEMBER WITH A POTENTIAL CONFLICT IS REQUIRED TO ABSTAIN FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET CHANGE IN UNREALIZED APPREC./(DEPREC.) FOR THE PERIOD 6,298,799.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/ReturnTs02021-12-01T16:00:53-06:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02020-09-01
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,031,691
Liabilities
$0
Net assets
$42,031,691
Revenue
$2,517,157
Expenses
$1,068,119
Net income
$1,449,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$4.15$1.36$2.79
2024Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$3.53$0.92$2.61
2023Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$0.87$0.92$0.05
2022Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$1.45$1.49$0.04
2021Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$2.52$1.07$1.45
2020Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$0.88$1.08$1.96