Civic Intelligence

The Giving Tree Foundation

990PF • Fiscal year 2014 • EIN 26-0379056

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 27, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

53rd percentile

3.9%

Higher net margin than 53% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

1.1%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$436,509

Up $1,351 (+0.3%) from 2013

Net Assets

Up

$436,509

Up $1,351 (+0.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin53rd percentile

Revenue

Up

$34,788

Up $378 (+1.1%) from 2013

Expenses

Up

$33,437

Up $7,761 (+30%) from 2013

Net Income

Down

$1,351

Down $7,383 (-85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2010: $448,498Liabilities 2010: $0Net Assets 2010: $448,4982010Assets 2011: $435,036Liabilities 2011: $0Net Assets 2011: $435,0362011Assets 2012: $426,424Liabilities 2012: $0Net Assets 2012: $426,4242012Assets 2013: $435,158Liabilities 2013: $0Net Assets 2013: $435,1582013Assets 2014: $436,509Liabilities 2014: $0Net Assets 2014: $436,5092014Assets 2015: $453,264Liabilities 2015: $0Net Assets 2015: $453,2642015Assets 2016: $445,549Liabilities 2016: $0Net Assets 2016: $445,5492016Assets 2017: $432,074Liabilities 2017: $0Net Assets 2017: $432,0742017Assets 2018: $471,659Liabilities 2018: $0Net Assets 2018: $471,6592018Assets 2019: $443,619Liabilities 2019: $0Net Assets 2019: $443,6192019Assets 2020: $404,167Liabilities 2020: $0Net Assets 2020: $404,1672020Assets 2021: $617,599Liabilities 2021: $0Net Assets 2021: $617,5992021Assets 2022: $573,759Liabilities 2022: $0Net Assets 2022: $573,7592022Assets 2023: $541,251Liabilities 2023: $0Net Assets 2023: $541,2512023Assets 2024: $499,396Liabilities 2024: $0Net Assets 2024: $499,3962024

Highlighted filing

2014

Assets$436,509
Liabilities$0
Net Assets$436,509
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $12,9252010Expenses 2011: $18,5432011Expenses 2012: $22,5182012Revenue 2013: $34,410Expenses 2013: $25,676Net Income 2013: $8,7342013Revenue 2014: $34,788Expenses 2014: $33,437Net Income 2014: $1,3512014Revenue 2015: $38,120Expenses 2015: $21,365Net Income 2015: $16,7552015Revenue 2016: $25,597Expenses 2016: $33,312Net Income 2016: -$7,7152016Revenue 2017: $49,168Expenses 2017: $62,643Net Income 2017: -$13,4752017Revenue 2018: $114,702Expenses 2018: $75,117Net Income 2018: $39,5852018Revenue 2019: $27,479Expenses 2019: $55,519Net Income 2019: -$28,0402019Revenue 2020: $11,132Expenses 2020: $50,584Net Income 2020: -$39,4522020Revenue 2021: $294,018Expenses 2021: $80,586Net Income 2021: $213,4322021Revenue 2022: $37,212Expenses 2022: $81,052Net Income 2022: -$43,8402022Revenue 2023: $25,814Expenses 2023: $58,322Net Income 2023: -$32,5082023Revenue 2024: $16,018Expenses 2024: $57,873Net Income 2024: -$41,8552024

Highlighted filing

2014

Revenue$34,788
Expenses$33,437
Net Income$1,351
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 27, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaitlin Leigh BarryVP / Director-$0--
Karen A ThurmanPres / Director / Sec-$0--
Kyle Joseph ThurmanVP / Director-$0--
Kelly Ann ThurmanVP / Director-$0--
Filing and Contact Details

Filer

Filer Name
The Giving Tree Foundation
EIN
26-0379056
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
Karen A Thomas
Title
President
Phone
8008391754
Signed
2015-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix321 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kaitlin Leigh Barry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Karen A Thurman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kyle Joseph Thurman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kelly Ann Thurman
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KAREN A THURMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112690
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Tuition Sponsorship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Tuition assistance to incoming Guy Benjamin Students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIFFT HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GIFFT HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GIFFT HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GIFFT HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1657
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST JOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd100831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd200831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd300831
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026290
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012021
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019294
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031315
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013921
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019294
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02087
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02087
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2013
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen A Thomas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Giving Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0260379056
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-05-06T16:08:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,509
Liabilities
$0
Net assets
$436,509
Revenue
$34,788
Expenses
$33,437
Net income
$1,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.16$0.58$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.26$0.58$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.37$0.81$0.44
2021Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$2.94$0.81$2.13
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.11$0.51$0.39
2019Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.27$0.56$0.28
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$1.15$0.75$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.49$0.63$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.26$0.33$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.38$0.21$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.35$0.33$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.34$0.26$0.09
2012Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.23
2011Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.19
2010Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.13