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Bbi Trust Co Osi Restaurant Partner S Llc

Kelly Lefferts
  • Tampa, FL
  • Tax-exempt since Feb. 2003
  • EIN: 59-7162589

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$172k (2023)

Expenses
$265k (2023)

Total Assets
$1.06M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$172,353
Expenses
$264,708
Net Income
-$92,355
Net Assets
$1,058,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,153
83.1%
Program Services $0
Investment Income $30,012
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$812
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,058,839
Total Liabilities $0
Net Assets $1,058,839
Compensation
Key Employees and Officers Compensation Related Other
Kelly Lefferts (Trustee) $0 $0 $0
Patrick Hafner (Trustee) $0 $0 $0
Gregg Scarlett (Trustee) $0 $0 $0
Susan Cline (Trustee) $0 $0 $0
Andrea Jeffords (Trustee) $0 $0 $0
Jaclyn Green (Trustee) $0 $0 $0
Cord Mc Lean (Trustee) $0 $0 $0
Marc Barnes (Trustee) $0 $0 $0
Kristine Lanoza (Trustee) $0 $0 $0
Alicia Woodard (Trustee) $0 $0 $0
Jillian Eades (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 29, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$220,394
Expenses
$257,288
Net Income
-$36,894
Net Assets
$1,034,079
Notable Sources of Revenue Percent of Total Revenue
Contributions $174,005
79.0%
Program Services $0
Investment Income $23,856
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,533
10.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,034,079
Total Liabilities $0
Net Assets $1,034,079
Compensation
Key Employees and Officers Compensation Related Other
Kelly Lefferts (Trustee) $0 $0 $0
Patrick Hafner (Trustee) $0 $0 $0
Gregg Scarlett (Trustee) $0 $0 $0
Susan Cline (Trustee) $0 $0 $0
Andrea Jeffords (Trustee) $0 $0 $0
Jaclyn Green (Trustee) $0 $0 $0
Cord Mc Lean (Trustee) $0 $0 $0
Marc Barnes (Trustee) $0 $0 $0
Kristine Lanoza (Trustee) $0 $0 $0
Alicia Woodard (Trustee) $0 $0 $0
Jillian Eades (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 4, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$170,880
Expenses
$227,988
Net Income
-$57,108
Net Assets
$1,266,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,594
51.8%
Program Services $0
Investment Income $47,728
27.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,558
20.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,266,706
Total Liabilities $0
Net Assets $1,266,706
Compensation
Key Employees and Officers Compensation Related Other
Kelly Lefferts (Trustee) $0 $0 $0
Patrick Hafner (Trustee) $0 $0 $0
Gregg Scarlett (Trustee) $0 $0 $0
Susan Cline (Trustee) $0 $0 $0
Andrea Jeffords (Trustee) $0 $0 $0
Jaclyn Green (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$297,673
Expenses
$155,239
Net Income
$142,434
Net Assets
$1,311,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,448
88.8%
Program Services $0
Investment Income $30,199
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,026
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,311,226
Total Liabilities $0
Net Assets $1,311,226
Compensation
Key Employees and Officers Compensation Related Other
Kelly Lefferts (Trustee) $0 $0 $0
Patrick Hafner (Trustee) $0 $0 $0
Moises Larrequi (Trustee) $0 $0 $0
Sarah Terzino (Trustee) $0 $0 $0
Andrea Jeffords (Trustee) $0 $0 $0
Susan Cline (Trustee) $0 $0 $0
Gregg Scarlett (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$384,352
Expenses
$293,028
Net Income
$91,324
Net Assets
$1,119,972
Notable Sources of Revenue Percent of Total Revenue
Contributions $358,138
93.2%
Program Services $0
Investment Income $37,749
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,535
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,119,972
Total Liabilities $0
Net Assets $1,119,972

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$319,171
Expenses
$415,527
Net Income
-$96,356
Net Assets
$921,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,231
83.4%
Program Services $0
Investment Income $37,793
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,147
4.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $921,665
Total Liabilities $0
Net Assets $921,665

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$430,148
Expenses
$620,173
Net Income
-$190,025
Net Assets
$1,112,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $381,909
88.8%
Program Services $0
Investment Income $49,750
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,511
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,112,379
Total Liabilities $0
Net Assets $1,112,379

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$334,572
Expenses
$499,489
Net Income
-$164,917
Net Assets
$1,236,041
Notable Sources of Revenue Percent of Total Revenue
Contributions $304,830
91.1%
Program Services $0
Investment Income $36,616
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,874
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,236,041
Total Liabilities $0
Net Assets $1,236,041

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$387,701
Expenses
$425,241
Net Income
-$37,540
Net Assets
$1,357,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,717
68.3%
Program Services $0
Investment Income $62,862
16.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $60,122
15.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,357,129
Total Liabilities $0
Net Assets $1,357,129

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$365,549
Expenses
$313,175
Net Income
$52,374
Net Assets
$1,376,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $299,021
81.8%
Program Services $0
Investment Income $41,005
11.2%
Bond Proceeds $57
0.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,466
7.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,376,059
Total Liabilities $0
Net Assets $1,376,059
Compensation
Key Employees and Officers Compensation Related Other
Andrea Jeffords (Trustee) $0 $0 $0
Mary Ridgeway (Trustee) $0 $0 $0
Joseph Kadow (Trustee) $0 $0 $0
Pablo Brizi (Trustee) $0 $0 $0
Kelly Lefferts (Trustee) $0 $0 $0
Jen Gudenkauf (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$262,230
Expenses
$586,097
Net Income
-$323,867
Net Assets
$1,323,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,303
62.7%
Program Services $0
Investment Income $35,361
13.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $62,566
23.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,323,685
Total Liabilities $0
Net Assets $1,323,685
Compensation
Key Employees and Officers Compensation Related Other
Joseph Kadow (Trustee) $0 $0 $0
Pablo Brizi (Trustee) $0 $0 $0
Matt Henson (Trustee) $0 $0 $0
Annette King (Trustee) $0 $0 $0
Andrea Jeffords (Trustee) $0 $0 $0
Mary Ridgeway (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$385,272
Expenses
$967,437
Net Income
-$582,165
Net Assets
$1,647,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $291,108
75.6%
Program Services $0
Investment Income $64,611
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,553
7.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,647,552
Total Liabilities $0
Net Assets $1,647,552

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$492,904
Expenses
$346,745
Net Income
$146,159
Net Assets
$2,208,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $398,769
80.9%
Program Services $0
Investment Income $80,996
16.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,139
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,208,695
Total Liabilities $0
Net Assets $2,208,695

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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