Civic Intelligence

Bota Foundation

990 • Fiscal year 2024 • EIN 23-7303138

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 15, 2025

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.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

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.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

308%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$44,548,005

Up $6,947,304 (+18%) from 2023

Net Assets

Up

$44,548,005

Up $6,947,304 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin95th percentile

Revenue

Up

$3,528,706

Up $2,663,088 (+308%) from 2023

Expenses

Up

$922,716

Up $4,774 (+0.5%) from 2023

Net Income

Up

$2,605,990

Up $2,658,314 (+5080%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2024

Assets$44,548,005
Liabilities$0
Net Assets$44,548,005
Open 2024 Filing

Operations Trend

Revenue Growth98th 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

2024

Revenue$3,528,706
Expenses$922,716
Net Income$2,605,990
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$22,763,643
Mission and Program Overview

Mission

SEE PAGE 1

To support the orange grove center, a tax-exempt organization in chattanooga, tennessee, that serves adults and children with intellectual and/or developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,548,194$43,495,722▲ $6,947,528
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$15,592$15,368▼ $224
Total Assets$37,600,701$44,548,005▲ $6,947,304
Other Assets Total$7,039$7,039→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,600,701$44,548,005▲ $6,947,304
Total Net Assets Fund Balance$37,600,701$44,548,005▲ $6,947,304
Total Liabilities and Net Assets / Fund Balance$37,600,701$44,548,005▲ $6,947,304
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
$3,528,706
Other Revenue
$0
Change in Net Assets
$2,605,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$755,420
Other Expenses$167,296
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$755,420--$755,420
Fees for Service Investment Mgmnt Fees-$165,597-$165,597
Other Expenses-$1,699-$1,699
Total Functional Expenses$755,420$167,296$0$922,716
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange Grove CtrChattanooga, TN501(c)(3)See Part Iii of Form 990 Question 4$0
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
No

Governance Explanations

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.”

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
2025-01-15
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
5

Preparer

Firm
Elliott Davis Llcpllc
Address
355 S MAIN ST STE 500, GREENVILLE, SC 29601
Preparer
Janice a Ratica
Phone
8642423370
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in unrealized apprec./(deprec.) for the period 4,341,314.”

Raw XML Appendix365 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/ActivityOrMissionDesc0TO SUPPORT THE ORANGE GROVE CENTER, A TAX-EXEMPT ORGANIZATION IN CHATTANOOGA, TENNESSEE, THAT SERVES ADULTS AND CHILDREN WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM R RUSSELL
IRS990/BooksInCareOfDetail/PhoneNum04233048027
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 FALMOUTH RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
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IRS990/Desc0GRANT TO ORANGE GROVE - HABILITATION GRANT - $115,960GRANT TO ORANGE GROVE - UNFUNDED CLIENTS - $45,000GRANT TO ORANGE GROVE - SUBMITTED REQUESTS - $594,460
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/SecuritiesAmt02814021
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0755420
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0755420
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0755420
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022048958
IRS990/GrossReceiptsAmt022763643
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0714685
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0714685
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0110000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0110000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036548194
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043495722
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019234937
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO ACCUMULATE FUNDS AND PROVIDE ASSISTANCE TO CARRY OUT THE CHARITABLE MISSION OF THE ORANGE GROVE CENTER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037600701
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt037600701
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt07039
IRS990/OtherChangesInNetAssetsAmt04341314
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01699
IRS990/OtherExpensesGrp/TotalAmt01699
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0919876
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0919876
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM R RUSSELL
IRS990/ProfessionalFundraisingInd00
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt0865618
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IRS990/QuidProQuoContributionsInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
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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
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0755420
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART III OF FORM 990 QUESTION 4
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IRS990ScheduleI/RecipientTable/RecipientEIN0620549365
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 DERBY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHATTANOOGA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037404
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BOTA FOUNDATION AWARDS GRANT FUNDING TO ORANGE GROVE CENTER, ITS SUPPORTED ORGANIZATION EXEMPT FROM TAX UNDER SECTION 501(C)(3). DOCUMENTATION AS TO THE USE OF THE FUNDS IS MAINTAINED AND REVIEWED REGULARLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORANGE 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/ExplanationTxt1A COPY OF THE CURRENT FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT 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/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET CHANGE IN UNREALIZED APPREC./(DEPREC.) FOR THE PERIOD 4,341,314.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORANGE GROVE CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620549365
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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
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0755420
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ORANGE GROVE CENTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
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IRS990/SignificantChangeInd00
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IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt044548005
IRS990/TotalAssetsGrp/BOYAmt037600701
IRS990/TotalAssetsGrp/EOYAmt044548005
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0167296
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0755420
IRS990/TotalFunctionalExpensesGrp/TotalAmt0922716
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03528706
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd037405
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04233048027
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-15
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 S MAIN ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029601
ReturnHeader/PreparerPersonGrp/PhoneNum08642423370
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE A RATICA
ReturnHeader/ReturnTs02025-01-23T11:46:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,548,005
Liabilities
$0
Net assets
$44,548,005
Revenue
$3,528,706
Expenses
$922,716
Net income
$2,605,990
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