BOTA FOUNDATION C/O WILLIAM R RUSSELL (EIN 237303138) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

WILLIAM R RUSSELL

Phone

4233048027

Tax Period

2024-09-01 to 2025-08-31

BOTA FOUNDATION C/O WILLIAM R RUSSELL, founded in 1973, is a community nonprofit in the Unknown sector that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.8M, a strong 67% operating margin.

Mission

TO SUPPORT THE ORANGE GROVE CENTER, A TAX-EXEMPT ORGANIZATION IN CHATTANOOGA, TENNESSEE, THAT SERVES ADULTS AND CHILDREN WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,148,499

Other Revenue $0

TOTAL REVENUE $4,148,499

Expense Breakdown

Grants Paid $1,184,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,184,100

Other Expenses $176,442

TOTAL EXPENSES $1,360,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,148,499	$3,528,706	+0.2%
Expenses	$1,360,542	$922,716	+0.5%
Net Income	$2,787,957	$2,605,990	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN F GERM	CHAIRPERSON	0.75	Director	$0	$0	$0
WILLIAM R RUSSELL	TREASURER	1.00	Director	$0	$0	$0
HUGH J MOORE JR ESQ	SECRETARY	0.50	Director	$0	$0	$0
STEPHEN PERRY	AT LARGE MEMBER	0.50	Director	$0	$0	$0
JONATHAN F KENT ESQ	AT LARGE MEMBER	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,148,499	$1,360,542	$49,473,483	$2,787,957
2024	$3,528,706	$922,716	$44,548,005	$2,605,990
2023	$865,618	$917,942	$37,600,701	$-52,324
2022	$1,449,632	$1,493,622	$35,056,478	$-43,990
2021	$2,517,157	$1,068,119	$42,031,691	$1,449,038
2020	$-879,875	$1,076,265	$34,283,854	$-1,956,140

BOTA FOUNDATION C/O WILLIAM R RUSSELL