Civic Intelligence

Bota Foundation

990 • Fiscal year 2022 • EIN 23-7303138

Sep 01, 2021 to Aug 31, 2022 • Filed on Dec 22, 2022

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

3rd percentile

0.00x

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

3rd percentile

0.00x

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

23rd percentile

-3.0%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$35,056,478

Down $6,975,213 (-17%) from 2021

Net Assets

Down

$35,056,478

Down $6,975,213 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin23rd percentile

Revenue

Down

$1,449,632

Down $1,067,525 (-42%) from 2021

Expenses

Up

$1,493,622

Up $425,503 (+40%) from 2021

Net Income

Down

-$43,990

Down $1,493,028 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2022

Assets$35,056,478
Liabilities$0
Net Assets$35,056,478
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

2022

Revenue$1,449,632
Expenses$1,493,622
Net Income-$43,990
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Dec 22, 2022
Return Version
2021v4.2
Gross Receipts
$10,030,524
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$40,939,000$33,961,774▼ $6,977,226
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$15,890$17,903▲ $2,013
Total Assets$42,031,691$35,056,478▼ $6,975,213
Other Assets Total$46,925$46,925→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$42,031,691$35,056,478▼ $6,975,213
Total Net Assets Fund Balance$42,031,691$35,056,478▼ $6,975,213
Total Liabilities and Net Assets / Fund Balance$42,031,691$35,056,478▼ $6,975,213
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
$1,449,632
Other Revenue
$0
Change in Net Assets
$-43,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,304,720
Other Expenses$188,902
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,304,720--$1,304,720
Fees for Service Investment Mgmnt Fees-$181,305-$181,305
Other Expenses-$7,597-$7,597
Total Functional Expenses$1,304,720$188,902$0$1,493,622
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange Grove CtrChattanooga, TN501(c)(3)See Part Iii of Form 990 Question 4$1,304,720
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
2022-12-22
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 -6,931,223.”

Raw XML Appendix367 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM R RUSSELL
IRS990/BooksInCareOfDetail/PhoneNum04233048027
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 FALMOUTH RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037405
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt015890
IRS990/CashNonInterestBearingGrp/EOYAmt017903
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01304720
IRS990/CYInvestmentIncomeAmt01449632
IRS990/CYOtherExpensesAmt0188902
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-43990
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01493622
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01449632
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0GRANT TO ORANGE GROVE - HABILITATION GRANT - $108,700GRANT TO ORANGE GROVE - UNFUNDED CLIENTS - $45,000GRANT TO ORANGE GROVE - SUBMITTED REQUESTS - $1,151,020
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01304720
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0181305
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0181305
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN F GERM
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM R RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm2HUGH J MOORE JR ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN F KENT ESQ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3AT LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT LARGE MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0787554
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt01304720
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01304720
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01304720
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09368446
IRS990/GrossReceiptsAmt010030524
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0662078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0662078
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0110000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0110000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt040939000
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033961774
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08580892
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE PAGE 1
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042031691
IRS990/NetAssetsOrFundBalancesEOYAmt035056478
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0787554
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0787554
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt042031691
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt035056478
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt046925
IRS990/OtherAssetsTotalGrp/EOYAmt046925
IRS990/OtherChangesInNetAssetsAmt0-6931223
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07597
IRS990/OtherExpensesGrp/TotalAmt07597
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0919876
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0919876
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM R RUSSELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0895710
IRS990/PYInvestmentIncomeAmt02517157
IRS990/PYOtherExpensesAmt0172409
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01449038
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01068119
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02517157
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-43990
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
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
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0620549365
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01304720
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ORANGE GROVE CTR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01304720
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01304720
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART III OF FORM 990 QUESTION 4
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ORANGE GROVE CTR
IRS990ScheduleI/RecipientTable/RecipientEIN0620549365
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 DERBY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHATTANOOGA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037404
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 -6,931,223.
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
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORANGE GROVE CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620549365
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPARATES A LEARNING FACILITY FOR THOSE W/ PHYSICAL/MENTAL CHALLENGES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0615 DERBY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHATTANOOGA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037404
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
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/TotalAssetsBOYAmt042031691
IRS990/TotalAssetsEOYAmt035056478
IRS990/TotalAssetsGrp/BOYAmt042031691
IRS990/TotalAssetsGrp/EOYAmt035056478
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0188902
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01304720
IRS990/TotalFunctionalExpensesGrp/TotalAmt01493622
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042031691
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035056478
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01304720
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01449632
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01449632
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt042031691
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035056478
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01333 FALMOUTH RD
IRS990/USAddress/CityNm0CHATTANOOGA
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037405
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04233048027
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-22
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 RD
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/PreparationDt02022-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC MYERS
ReturnHeader/ReturnTs02023-01-12T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUSSELL
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,056,478
Liabilities
$0
Net assets
$35,056,478
Revenue
$1,449,632
Expenses
$1,493,622
Net income
-$43,990
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