Civic Intelligence

Baker & Taylor Foundation I Inc C/O Baker & Taylor Inc

990EZ • Fiscal year 2019 • EIN 26-3802930

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile[email protected]
3 Westbrook Corporate Ctr No 200Westchester, IL 60154

(704) 998-3100

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Net Margin

77th percentile

41%

Higher net margin than 77% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

45th percentile

-5.2%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$458,744

Up $42,833 (+10%) from 2017

Net Assets

Up

$458,744

Up $42,833 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin77th percentile

Revenue

Down

$53,667

Down $6,101 (-10%) from 2017

Expenses

Down

$31,532

Down $25,673 (-45%) from 2017

Net Income

Up

$22,135

Up $19,572 (+764%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2019

Assets$458,744
Liabilities$0
Net Assets$458,744
Open 2019 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$53,667
Expenses$31,532
Net Income$22,135
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$53,667
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.

The foundation provides assistance to 34 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 17 EMPLOYEES WHO EXPERIENCED SOME TYPE OF CRISIS THROUGH NO FAULT OF THEIR OWN.$31,532$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT CONNOLLYDirector-$0--
TIM HENRICHSDirector-$0--
MARK SPROATDirector-$0--
KENNETH HANSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Follett Team Member Foundation
EIN
26-3802930
Phone
7049983100
Address
3 WESTBROOK CORPORATE CTR NO 200, WESTCHESTER, IL 60154

Signing Officer

Name
Kenneth Hansen
Title
Officer
Phone
7049983100
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 906.”

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

“Activity classification: financial hardship assistance. Grantee name: various- 17 individuals and families. Grantee relationship: employees of the related organization and/or their families. Property description: cash. Amount given: 30,500.”

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

“Description: miscellaneous. Amount: 1,032.”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07088843265
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 WESTBROOK CORPORATE CTR STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060154
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0436609
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0458744
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/GrossReceiptsAmt053667
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0458744
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT CONNOLLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM HENRICHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK SPROAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KENNETH HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01032
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION PROVIDES ASSISTANCE TO 34 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 17 EMPLOYEES WHO EXPERIENCED SOME TYPE OF CRISIS THROUGH NO FAULT OF THEIR OWN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031532
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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/TotalExpensesAmt031532
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053667
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt046213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0286026
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0906
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0601
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03837
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98680
IRS990ScheduleA/PublicSupportPY170Pct00.98930
IRS990ScheduleA/PublicSupportTotal170Amt0286026
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052761
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067597
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0286026
IRS990ScheduleA/TotalSupportAmt0289863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 906.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP ASSISTANCE. GRANTEE NAME: VARIOUS- 17 INDIVIDUALS AND FAMILIES. GRANTEE RELATIONSHIP: EMPLOYEES OF THE RELATED ORGANIZATION AND/OR THEIR FAMILIES. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 30,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,032.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH HANSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07049983100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOLLETT TEAM MEMBER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FOLLETT CORP
ReturnHeader/Filer/BusinessNameControlTxt0FOLL
ReturnHeader/Filer/EIN0263802930
ReturnHeader/Filer/PhoneNum07049983100
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ReturnHeader/Filer/USAddress/CityNm0WESTCHESTER
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ReturnHeader/Filer/USAddress/ZIPCd060154
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.47.28.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:05:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560747981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIXON HUGHES GOODMAN 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/ReturnTs02020-11-13T14:06:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,744
Liabilities
$0
Net assets
$458,744
Revenue
$53,667
Expenses
$31,532
Net income
$22,135
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