Civic Intelligence

The Gardener Foundation Inc

EIN 26-0615969 • Sarasota, FL

523 S Palm Avenue 6Sarasota, FL 34236
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

12th percentile

-7.7%

Faster asset growth than 12% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

447%

Faster revenue growth than 96% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,964,953

Down $1,424,031 (-7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,964,953

Down $1,424,031 (-7.7%) from 2023

Revenue

Up

$4,117,698

Up $3,364,284 (+447%) from 2023

Expenses

Up

$5,493,769

Up $3,751,818 (+215%) from 2023

Net Income

Down

-$1,376,071

Down $387,534 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2021: $21,679,163Liabilities 2021: $0Net Assets 2021: $21,679,1632021Assets 2022: $19,366,536Liabilities 2022: $0Net Assets 2022: $19,366,5362022Assets 2023: $18,388,984Liabilities 2023: $0Net Assets 2023: $18,388,9842023Assets 2024: $16,964,953Liabilities 2024: $0Net Assets 2024: $16,964,9532024

Highlighted filing

2024

Assets$16,964,953
Liabilities$0
Net Assets$16,964,953

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2021: $3,404,449Expenses 2021: $2,715,195Net Income 2021: $689,2542021Revenue 2022: $979,580Expenses 2022: $3,253,207Net Income 2022: -$2,273,6272022Revenue 2023: $753,414Expenses 2023: $1,741,951Net Income 2023: -$988,5372023Revenue 2024: $4,117,698Expenses 2024: $5,493,769Net Income 2024: -$1,376,0712024

Highlighted filing

2024

Revenue$4,117,698
Expenses$5,493,769
Net Income-$1,376,071

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KNAPPPresidentFT$0--
JANE KNAPPSecretaryFT$0--
MARCELLA BUTLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Gardener Foundation Inc
EIN
26-0615969
Phone
6312416687
Address
523 S PALM AVENUE 6, SARASOTA, FL 34236

Signing Officer

Name
William Knapp
Title
President
Phone
6312416687
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kwm Cpas Llp
Address
100 JERICHO QUADRANGLE - STE 220, JERICHO, NY 11753
Preparer
Lawrence Spirio
Phone
5163336881
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8561425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8687629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8751341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8878737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89100372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9060338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92128662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93126336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9463927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95131783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9764508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9895634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10010735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10133963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10270337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103151117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104105936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01 BERKSHIRE HATHAWAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111725 BERKSHIRE HATHAWAY INC DEL CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23560 BRIGHTHOUSE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31725 FIRST REPUBLIC BANK DEPSTRY SHRS ECH REPSTG 1/40TH INT NON CUM PERP PF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5400000 GS FIN CORP SR GLBL INDX XX DD CBEN SPX XXBARRIER - XX.XXAP DUE XX/X
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63061 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71500 BBVA GLOBAL SECURITIES B V BREN GDX UP 15.0BUFFER - 100.0 4.700230E-31
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81536 ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9555 ADVANCED MICRO DEVICES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101114 ALPHABET, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111388 AMETEK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12687 BERKSHIRE HATHAWAY INC DEL CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13190 BROADCOM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14551 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153332 CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161041 CONSTELLATION ENERGY CORPORATION COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17122 CROWDSTRIKE HOLDINGS INC CLASS A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18973 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19844 DOCUSIGN INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2014916 EAGLE POINT CREDIT COMPANY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2183 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221049 EVOLUTION AB AMERICAN DEPOSITARY RECEIPTS UNSPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231399 INTERCONTINENTALEXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2495 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm253191 ISHARES BARCLAYS 7-10 YEAR TREAS BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm268338 ISHARES INC ISHARES MSCI BRAZIL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272732 ISHARES MSCI MEXICO CAPPED ETF DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2829203 KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29270 LINDE PLC ORDINARY SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30213 LULULEMON ATHLETICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31734 LVMH MOET HENNESSY LOUIS VUITTON SA UNSPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32111 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33224 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34728 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm356032.814 NUVEEN FLOATING RATE INCOME FD R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36853 OTIS WORLDWIDE CORPORATION COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm374216 PALANTIR TECHNOLOGIES INC CLASS A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38429 PALO ALTO NETWORKS INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391373 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm403711 POSTAL REALTY TRUST INC CLASS A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41100 REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421502 SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm434029 TENCENT HOLDINGS LIMITED UNSPONSORED ADR REPRESENTING B SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442077 TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45912 TRADE DESK INC (THE) CLASS A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461040 UBER TECHNOLOGIES INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47126 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48586 VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49196 VANECK OIL SERVICES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm503725 WISDOMTREE EMERGING MARKETS EQUITY INCOM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553699 WISDOMTREE TRUST WISDOMTREE U S SMALLCAP DIVIDEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561300 AEGON FUNDING COMPANY LLC 5.10% FIXED SUBORDINATED NOTES DUE 12/15/204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5760 ALPHA METALLURGICAL RESOURCES INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm582190 ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591250 BROOKFIELD PPTY PARTNERS LP 6.375% SER 2 CL A CUM REDMBLE PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60750 CAPITAL ONE FINANCIAL CORP DEP SHS EACH RPRSNTNG 1/40TH INT SHS OF FXD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm618862.606 COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND, INC. CLASS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621500 FTAI AVIATION LTD 8.2529BB20ED TO FLOATING RATE SER A CMLTV PRPTUL RED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm648568 OXFORD LANE CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65500 PUBLIC STORAGE DEPOSITARY SHARES REPRESENTING 1/1000TH SERIES L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm662000 SPDR SERIES TRUST SPDR BLOOMBERG EMERGING MARKET LOCAL BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67536 VANTAGE DRILLING INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68820 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69783 ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701176 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm712173 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72276 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73127 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm742142 ARES CAPITAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761323 BAYERISCHE MOTOREN WERKE A G SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm772449 BP P L C SPONSORED ADR (FRM BP AMOCO PLC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7812 BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7980 BROADCOM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80430 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81430 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82267 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm831134 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84513 DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm851754 HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm868483 KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87117 LINDE PLC ORDINARY SHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88636 MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm891430 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90135 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm919 NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm921817 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93766 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm942454 PUBLICIS S A AMERICAN DEPOSITARY RECEIPTS SPONSORED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm971340 SCHNEIDER ELEC SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98630 SIMON PROPERTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm994 SL GREEN REALTY CORP COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100203 SOLVENTUM CORPORATION COMMON STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1026297 VALE SA-SP SPON ADR
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05376444
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02069748
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0491548
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1376071

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