Civic Intelligence

The Gardner Group Inc.

990 • Fiscal year 2020 • EIN 04-3214678

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

PO Box 448Westminster, MA 01473

(978) 632-3518

Siviq Scores

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

Liabilities / Assets

75th percentile

0.37x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.26x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$85,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$996,180

Up $169,858 (+21%) from 2019

Net Assets

Up

$629,911

Up $194,750 (+45%) from 2019

Liabilities

Down

$366,269

Down $24,892 (-6.4%) from 2019

Revenue

Up

$1,408,750

Up $316,302 (+29%) from 2019

Expenses

Up

$1,214,000

Up $252,991 (+26%) from 2019

Net Income

Up

$194,750

Up $63,311 (+48%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2009: $998,636Liabilities 2009: $745,774Net Assets 2009: $252,8622009Assets 2012: $893,292Liabilities 2012: $676,228Net Assets 2012: $217,0642012Assets 2013: $1,015,193Liabilities 2013: $730,664Net Assets 2013: $284,5292013Assets 2014: $897,842Liabilities 2014: $771,414Net Assets 2014: $126,4282014Assets 2015: $993,961Liabilities 2015: $993,042Net Assets 2015: $9192015Assets 2016: $802,736Liabilities 2016: $786,321Net Assets 2016: $16,4152016Assets 2017: $737,382Liabilities 2017: $505,295Net Assets 2017: $232,0872017Assets 2018: $774,399Liabilities 2018: $470,678Net Assets 2018: $303,7212018Assets 2019: $826,322Liabilities 2019: $391,161Net Assets 2019: $435,1612019Assets 2020: $996,180Liabilities 2020: $366,269Net Assets 2020: $629,9112020Assets 2021: $1,260,064Liabilities 2021: $358,075Net Assets 2021: $901,9892021Assets 2022: $1,555,098Liabilities 2022: $407,470Net Assets 2022: $1,147,6282022Assets 2023: $1,719,134Liabilities 2023: $343,156Net Assets 2023: $1,375,9782023Assets 2024: $1,957,908Liabilities 2024: $365,233Net Assets 2024: $1,592,6752024

Highlighted filing

2020

Assets$996,180
Liabilities$366,269
Net Assets$629,911

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2009: $505,768Expenses 2009: $466,850Net Income 2009: $38,9182009Revenue 2012: $393,793Expenses 2012: $357,101Net Income 2012: $36,6922012Revenue 2013: $504,276Expenses 2013: $436,811Net Income 2013: $67,4652013Revenue 2014: $339,072Expenses 2014: $497,173Net Income 2014: -$158,1012014Revenue 2015: $768,757Expenses 2015: $737,264Net Income 2015: $31,4932015Revenue 2016: $1,047,060Expenses 2016: $1,031,562Net Income 2016: $15,4982016Revenue 2017: $1,098,510Expenses 2017: $882,838Net Income 2017: $215,6722017Revenue 2018: $1,006,444Expenses 2018: $934,810Net Income 2018: $71,6342018Revenue 2019: $1,092,448Expenses 2019: $961,009Net Income 2019: $131,4392019Revenue 2020: $1,408,750Expenses 2020: $1,214,000Net Income 2020: $194,7502020Revenue 2021: $1,536,356Expenses 2021: $1,264,278Net Income 2021: $272,0782021Revenue 2022: $1,719,390Expenses 2022: $1,473,751Net Income 2022: $245,6392022Revenue 2023: $2,089,061Expenses 2023: $1,860,711Net Income 2023: $228,3502023Revenue 2024: $2,342,341Expenses 2024: $2,125,644Net Income 2024: $216,6972024

Highlighted filing

2020

Revenue$1,408,750
Expenses$1,214,000
Net Income$194,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Gross Receipts
$1,408,750
Mission and Program Overview

Mission

To provide counseling services for professional emergency workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$552,694$567,020▲ $14,326
Cash and Non-Interest-Bearing Accounts$107,933$269,650▲ $161,717
Accounts Receivable$164,009$148,965▼ $15,044
Prepaid Expenses and Deferred Charges-$9,152-
Intangible Assets$1,686$1,393▼ $293
Total Assets$826,322$996,180▲ $169,858
Liabilities
Mortgage Notes Payable Secured by Investment Property$378,816$366,035▼ $12,781
Deferred Revenue$9,000--
Accounts Payable and Accrued Expenses$3,158--
Other Liabilities$187$234▲ $47
Total Liabilities$391,161$366,269▼ $24,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$435,161$629,911▲ $194,750
Total Net Assets Fund Balance$435,161$629,911▲ $194,750
Total Liabilities and Net Assets / Fund Balance$826,322$996,180▲ $169,858

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$238,612$129,938$368,550
Land$216,450-$216,450
Leasehold Improvements$84,790$13,103$97,893
Equipment$22,572$50,037$72,609
Other Land Buildings$4,596$18,780$23,376
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Hayden a DugganPresidentFT$85,000$85,000

Board Members and Trustees

NameTitle
Timothy W TenneyChairman
Kathy MinehanDirector
Rev David CoteDirector
Al SchonbergerAdvisory Boa
James L BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,844
Program Service Revenue
$1,173,814
Investment Income
$92
Other Revenue
$0
All Other Contributions
$234,844
Change in Net Assets
$194,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,408,750
Total Revenue per Audited Statements
$1,408,750
Total Revenue per Form 990
$1,408,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$822,744
Other Expenses$391,256
Total Fundraising Expense$25,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$531,667$81,106$8,620$621,393
Current Officers, Directors, Trustees, and Key Employees$42,500$29,750$12,750$85,000
Other Employee Benefits$53,644$4,768$1,192$59,604
Payroll Taxes$51,072$4,540$1,135$56,747
All Other Expenses$52,431$3,060$-3,541$51,950
Fees for Services Accounting-$30,800-$30,800
Interest$26,042--$26,042
Depreciation Depletion$18,129$1,610$404$20,143
Other Expenses$17,134$1,523$381$19,038
Insurance$11,030$981$245$12,256
Conferences and Meetings$6,267$119$118$6,504
Office Expenses$4,924$438$109$5,471
Fees for Services Other-$3,000-$3,000
Advertising--$2,958$2,958
Travel$2,520$224$56$2,800
Total Functional Expenses$1,022,511$166,033$25,456$1,214,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,214,000
Total Expenses per Audited Statements$1,214,000
Total Expenses per Form 990$1,214,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$234
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

All documents are available for review upon written request to the executive board.

Filing and Contact Details

Filer

Filer Name
Gardner Group Inc
EIN
04-3214678
Phone
9786323518
Address
PO BOX 448, WESTMINSTER, MA 01473

Signing Officer

Name
Dr Hayden a Duggan
Title
President
Phone
9786323518
Signed
2021-05-17

Organization Details

Principal Officer
Dr Hayden a Duggan
Formed
1994
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
16

Preparer

Firm
Robert Calzini CPA LLC
Address
439 LANCASTER ST, LEOMINSTER, MA 01453-4335
Preparer
Robert Calzini CPA
Phone
9785341711
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

ON SITE ACADEMY

Form 990, Page 2, Part III, Line 4D

Residency and outpatient counseling and therapy for professional emergency workers overwhelmed by trauma.

Raw XML AppendixShowing 400 of 401 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.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04884438
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0129938
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IRS990ScheduleD/EquipmentGrp/BookValueAmt022572
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072609
IRS990ScheduleD/ExpensesSubtotalAmt01214000
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013103
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04596
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt023376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0234
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
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IRS990ScheduleD/TotalExpensesPerForm990Amt01214000
IRS990ScheduleD/TotalLiabilityAmt0234
IRS990ScheduleD/TotalRevenuePerForm990Amt01408750
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON SITE ACADEMY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESIDENCY AND OUTPATIENT COUNSELING AND THERAPY FOR PROFESSIONAL EMERGENCY WORKERS OVERWHELMED BY TRAUMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE FOR REVIEW UPON WRITTEN REQUEST TO THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0HUBBARDSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001452
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0ONSITEACADEMY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR HAYDEN A DUGGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09786323518
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARDNER GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0GARD
ReturnHeader/Filer/EIN0043214678
ReturnHeader/Filer/PhoneNum09786323518
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 448
ReturnHeader/Filer/USAddress/CityNm0WESTMINSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001473
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823067033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT CALZINI CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0439 LANCASTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEOMINSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0014534335
ReturnHeader/PreparerPersonGrp/PhoneNum09785341711
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT CALZINI CPA
ReturnHeader/ReturnTs02021-11-12T09:38:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HAYDEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUGGEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.37$1.59$2.34$2.13$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.34$1.38$2.09$1.86$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.41$1.15$1.72$1.47$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.36$0.90$1.54$1.26$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.37$0.63$1.41$1.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.39$0.44$1.09$0.96$0.13
2018Summary only. Only limited summary data is available for this year.$0.77$0.47$0.30$1.01$0.93$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.51$0.23$1.10$0.88$0.22
2016Summary only. Only limited summary data is available for this year.$0.80$0.79$0.02$1.05$1.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.99$0.99$0.00$0.77$0.74$0.03
2014Summary only. Only limited summary data is available for this year.$0.90$0.77$0.13$0.34$0.50$0.16
2013Summary only. Only limited summary data is available for this year.$1.02$0.73$0.28$0.50$0.44$0.07
2012Summary only. Only limited summary data is available for this year.$0.89$0.68$0.22$0.39$0.36$0.04
2009Summary only. Only limited summary data is available for this year.$1.00$0.75$0.25$0.51$0.47$0.04