Civic Intelligence

Bota Foundation

990 • Fiscal year 2020 • EIN 23-7303138

Sep 01, 2019 to Aug 31, 2020 • Filed on May 11, 2021

Organization ProfileN/A
1333 Falmouth RoadChattanooga, TN 37405

(423) 304-8027

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

222%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets3rd percentile

Assets

$34,283,854

No earlier filing loaded for comparison.

Net Assets

$34,283,854

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

-$879,875

No earlier filing loaded for comparison.

Expenses

$1,076,265

No earlier filing loaded for comparison.

Net Income

-$1,956,140

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2020

Assets$34,283,854
Liabilities$0
Net Assets$34,283,854
Open 2020 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

2020

Revenue-$879,875
Expenses$1,076,265
Net Income-$1,956,140
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
May 11, 2021
Return Version
2019v5.2
Gross Receipts
$2,158,380
Mission and Program Overview

Mission

SEE PAGE 1

See sch o the purpose of the bota foundation is to accumulate funds and provide assistance to carry out the present and future purposes for which orange grove center was established, assist orange grove center or any public or private agencies having 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$30,164,313$33,187,917▲ $3,023,604
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$10,816$19,136▲ $8,320
Total Assets$31,251,930$34,283,854▲ $3,031,924
Other Assets Total$46,925$46,925→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,251,930$34,283,854▲ $3,031,924
Total Net Assets Fund Balance$31,251,930$34,283,854▲ $3,031,924
Total Liabilities and Net Assets / Fund Balance$31,251,930$34,283,854▲ $3,031,924
Compensation and Service Providers
Top Officer Pay8th 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
$-879,875
Other Revenue
$0
Change in Net Assets
$-1,956,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$930,000
Other Expenses$146,265
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$930,000--$930,000
Fees for Service Investment Mgmnt Fees-$143,933-$143,933
Other Expenses-$2,332-$2,332
Total Functional Expenses$930,000$146,265$0$1,076,265
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange Grove CtrChattanooga, TN501(c)(3)See Part Iii of Form 990 Question 4.$930,000
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 organge grove board. All members of the governing body are current members or honorary 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 members 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 ROAD, CHATTANOOGA, TN 37405

Signing Officer

Name
William R Russell
Title
Treasurer
Phone
4233048027
Signed
2021-05-11
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 4,988,064.”

Raw XML Appendix361 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.

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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.
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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 ORGANGE GROVE BOARD. ALL MEMBERS OF THE GOVERNING BODY ARE CURRENT MEMBERS OR HONORARY MEMBERS OF THE ORANGE GROVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE CURRENT FORM 990 IS PROVIDED TO THE GOVERNING BODY MEMBERS 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 4,988,064.
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:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0615 DERBY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHATTANOOGA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031251930
IRS990/TotalAssetsEOYAmt034283854
IRS990/TotalAssetsGrp/BOYAmt031251930
IRS990/TotalAssetsGrp/EOYAmt034283854
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0146265
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0930000
IRS990/TotalFunctionalExpensesGrp/TotalAmt01076265
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034283854
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0930000
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IRS990/TotalRevenueGrp/ExclusionAmt0-879875
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-879875
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd037405
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04233048027
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOTA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM R RUSSELL
ReturnHeader/Filer/BusinessNameControlTxt0BOTA
ReturnHeader/Filer/EIN0237303138
ReturnHeader/Filer/PhoneNum04233048027
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 FALMOUTH ROAD
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 MARKET STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04237567100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC MYERS
ReturnHeader/ReturnTs02021-05-11T13:35:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,283,854
Liabilities
$0
Net assets
$34,283,854
Revenue
-$879,875
Expenses
$1,076,265
Net income
-$1,956,140
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