Civic Intelligence

Baker & Taylor Foundation I Inc

EIN 26-3802930 • 501(c)3 • Charlotte, NC

Profile

The foundation provides assistance to employees of baker & taylor, their families, and others in the community. Families of directors and/or officers are not eligible for funds. A scholarship has also been set up which will provide awards to recipients in amounts ranging from $100 and $5,000. The funds will be used to cover tuition fees, books and other charges billed by the college or university.

2810 Coliseum Centre Dr Ste 300Charlotte, NC 28217

btfoundation.btol.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-6.3%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$478,820

Up $13,851 (+3.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$478,820

Up $13,851 (+3.0%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin83rd percentile

Revenue

Down

$42,863

Down $2,886 (-6.3%) from 2020

Expenses

Down

$29,012

Down $6,511 (-18%) from 2020

Net Income

Up

$13,851

Up $3,625 (+35%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $199,624Liabilities 2010: $0Net Assets 2010: $199,6242010Assets 2014: $388,435Liabilities 2014: $0Net Assets 2014: $388,4352014Assets 2015: $406,947Liabilities 2015: $0Net Assets 2015: $406,9472015Assets 2016: $413,348Liabilities 2016: $0Net Assets 2016: $413,3482016Assets 2017: $415,911Liabilities 2017: $0Net Assets 2017: $415,9112017Assets 2019: $458,744Liabilities 2019: $0Net Assets 2019: $458,7442019Assets 2020: $464,969Liabilities 2020: $0Net Assets 2020: $464,9692020Assets 2021: $478,820Liabilities 2021: $0Net Assets 2021: $478,8202021

Highlighted filing

2021

Assets$478,820
Liabilities$0
Net Assets$478,820
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2010: $107,223Expenses 2010: $24,806Net Income 2010: $82,4172010Revenue 2014: $87,933Expenses 2014: $62,456Net Income 2014: $25,4772014Revenue 2015: $68,197Expenses 2015: $49,685Net Income 2015: $18,5122015Revenue 2016: $61,231Expenses 2016: $54,130Net Income 2016: $7,1012016Revenue 2017: $59,768Expenses 2017: $57,205Net Income 2017: $2,5632017Revenue 2019: $53,667Expenses 2019: $31,532Net Income 2019: $22,1352019Revenue 2020: $45,749Expenses 2020: $35,523Net Income 2020: $10,2262020Revenue 2021: $42,863Expenses 2021: $29,012Net Income 2021: $13,8512021

Highlighted filing

2021

Revenue$42,863
Expenses$29,012
Net Income$13,851
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$478,820
Liabilities
$0
Net assets
$478,820
Revenue
$42,863
Expenses
$29,012
Net income
$13,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.43$0.29$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.46$0.36$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.54$0.32$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.60$0.57$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.61$0.54$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.68$0.50$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.88$0.62$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$1.07$0.25$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$42,863
Mission and Program Overview

Mission

The foundation provides assistance to employees of baker & taylor, their families, and others in the community. Families of directors and/or officers are not eligible for funds. A scholarship has also been set up which will provide awards to recipients in amounts ranging from $100 and $5,000. The funds will be used to cover tuition fees, books and other charges billed by the college or university.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION ASSISTED 13 EMPLOYEES WHO EXPERIENCED SOME TYPE OF CRISIS THROUGH NO FAULT OF THEIR OWN.$25,945$29,012
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD LITZSINGERDirector-$0--
TIM HENRICHSDirector-$0--
MARK SPROATDirector-$0--
AMANDEEP KOCHARDirector-$0--
CARRIE WARRENDirector-$0--
BRAD MURCHISONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Follett Team Member Foundation
EIN
26-3802930
Phone
7049983100
Address
2810 COLISEUM CENTRE DR STE 300, CHARLOTTE, NC 28217

Signing Officer

Name
Carrie Warren
Title
Officer
Phone
7049983100
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous. Amount: 120.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: financial hardship assistance. Grantee name: various- 13 individuals and families. Grantee relationship: employees of the related organization and/or their families. Property description: cash. Amount given: 25,945.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: book fair . Amount: 3,067.”

Raw XML Appendix167 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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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum07049983100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02810 COLISEUM CENTRE DR STE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0464969
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IRS990EZ/ContributionsGiftsGrantsEtcAmt042743
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt013851
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0464969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0478820
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025945
IRS990EZ/GrossReceiptsAmt042863
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0464969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0478820
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0464969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0478820
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TODD LITZSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM HENRICHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK SPROAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDEEP KOCHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD MURCHISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03067
IRS990EZ/OtherRevenueTotalAmt0120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION PROVIDES ASSISTANCE TO EMPLOYEES OF BAKER & TAYLOR, THEIR FAMILIES, AND OTHERS IN THE COMMUNITY. FAMILIES OF DIRECTORS AND/OR OFFICERS ARE NOT ELIGIBLE FOR FUNDS. A SCHOLARSHIP HAS ALSO BEEN SET UP WHICH WILL PROVIDE AWARDS TO RECIPIENTS IN AMOUNTS RANGING FROM $100 AND $5,000. THE FUNDS WILL BE USED TO COVER TUITION FEES, BOOKS AND OTHER CHARGES BILLED BY THE COLLEGE OR UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION ASSISTED 13 EMPLOYEES WHO EXPERIENCED SOME TYPE OF CRISIS THROUGH NO FAULT OF THEIR OWN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025945
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029012
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029012
IRS990EZ/TotalProgramServiceExpensesAmt029012
IRS990EZ/TotalRevenueAmt042863
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt058921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0246319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02606
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0120
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0120
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98910
IRS990ScheduleA/PublicSupportPY170Pct00.98760
IRS990ScheduleA/PublicSupportTotal170Amt0246319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046213
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt058921
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0246319
IRS990ScheduleA/TotalSupportAmt0249045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP ASSISTANCE. GRANTEE NAME: VARIOUS- 13 INDIVIDUALS AND FAMILIES. GRANTEE RELATIONSHIP: EMPLOYEES OF THE RELATED ORGANIZATION AND/OR THEIR FAMILIES. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 25,945.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BOOK FAIR . AMOUNT: 3,067.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049983100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOLLETT TEAM MEMBER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BAKER & TAYLOR
ReturnHeader/Filer/BusinessNameControlTxt0FOLL
ReturnHeader/Filer/EIN0263802930
ReturnHeader/Filer/PhoneNum07049983100
ReturnHeader/Filer/USAddress/AddressLine1Txt02810 COLISEUM CENTRE DR STE 300
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02022-11-11T11:10:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARREN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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