Civic Intelligence

The Giving Tree

990EZ • Fiscal year 2017 • EIN 27-3730203

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

PO Box 823Gwynedd Valley, PA 19437

(215) 872-9328

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

0.6%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$20,397

Down $738 (-3.5%) from 2016

Net Assets

Up

$20,287

Up $347 (+1.7%) from 2016

Liabilities

Down

$110

Down $1,085 (-91%) from 2016

Revenue

Up

$61,975

Up $13,852 (+29%) from 2016

Expenses

Up

$61,628

Up $18,824 (+44%) from 2016

Net Income

Down

$347

Down $4,972 (-93%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $12,876Liabilities 2011: $0Net Assets 2011: $12,8762011Assets 2012: $8,484Liabilities 2012: $0Net Assets 2012: $8,4842012Assets 2013: $3,544Liabilities 2013: $0Net Assets 2013: $3,5442013Assets 2014: $7,606Liabilities 2014: $0Net Assets 2014: $7,6062014Assets 2015: $14,621Liabilities 2015: $0Net Assets 2015: $14,6212015Assets 2016: $21,135Liabilities 2016: $1,195Net Assets 2016: $19,9402016Assets 2017: $20,397Liabilities 2017: $110Net Assets 2017: $20,2872017Assets 2018: $19,766Liabilities 2018: $113Net Assets 2018: $19,6532018Assets 2019: $30,248Liabilities 2019: $3,944Net Assets 2019: $26,3042019Assets 2020: $30,893Liabilities 2020: $2,925Net Assets 2020: $27,9682020Assets 2021: $47,210Liabilities 2021: $4,004Net Assets 2021: $43,2062021Assets 2022: $50,447Liabilities 2022: $135Net Assets 2022: $50,3122022Assets 2024: $150,258Liabilities 2024: $1,237Net Assets 2024: $149,0212024

Highlighted filing

2017

Assets$20,397
Liabilities$110
Net Assets$20,287

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $17,486Expenses 2011: $4,615Net Income 2011: $12,8712011Revenue 2012: $30,630Expenses 2012: $35,022Net Income 2012: -$4,3922012Revenue 2013: $32,181Expenses 2013: $37,121Net Income 2013: -$4,9402013Revenue 2014: $38,982Expenses 2014: $34,920Net Income 2014: $4,0622014Revenue 2015: $42,941Expenses 2015: $35,926Net Income 2015: $7,0152015Revenue 2016: $48,123Expenses 2016: $42,804Net Income 2016: $5,3192016Revenue 2017: $61,975Expenses 2017: $61,628Net Income 2017: $3472017Revenue 2018: $59,804Expenses 2018: $60,438Net Income 2018: -$6342018Revenue 2019: $79,262Expenses 2019: $72,611Net Income 2019: $6,6512019Revenue 2020: $73,981Expenses 2020: $72,317Net Income 2020: $1,6642020Revenue 2021: $90,823Expenses 2021: $75,585Net Income 2021: $15,2382021Revenue 2022: $94,101Expenses 2022: $86,995Net Income 2022: $7,1062022Revenue 2024: $251,628Expenses 2024: $156,468Net Income 2024: $95,1602024

Highlighted filing

2017

Revenue$61,975
Expenses$61,628
Net Income$347
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$61,975
Mission and Program Overview

Mission

To educate children about the needs and operations of charitable organizations.

Program Services

DescriptionGrantsExpenses
EDUCATING CHILDREN ABOUT CHARITABLE ORGANIZATIONS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIDGET LEARYPresidentFT$0--
BRENDA VENTRESCASecretaryPT$0--
CRAIG SELNERTreasurerPT$0--
MICHAEL LEARYBoard Member-$0--
MARY CATHERINE STANTONBoard Member-$0--
MICHELLE ESSERBoard Member-$0--
CATHLEEN KEANEBoard Member-$0--
SHERI HUMPHREYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Giving Tree
EIN
27-3730203
Phone
2158729328
Address
PO BOX 823, GWYNEDD VALLEY, PA 19437

Signing Officer

Name
Bridget Leary
Title
President
Phone
2158729328
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Snyder & Clemente
Address
575 PIERCE STREET SUITE 400, KINGSTON, PA 18704
Preparer
David P Rudis CPA
Phone
5702886464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies / printing / office exp. Amount: 13,003. Description: advertising. Amount: 495. Description: program service expenses. Amount: 40,416. Total to form 990-ez, line 16: 53,914.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventory supplies. Beg. Of year amount: 6,213. End of year amount: 6,067.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: account payable. Beg. Of year amount: 1,195. End of year amount: 110.

Raw XML Appendix186 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02158729328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 823
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GWYNEDD VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019437
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014922
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt061975
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019940
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020287
IRS990EZ/OccupancyRentUtltsAndMaintAmt07714
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIDGET LEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA VENTRESCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG SELNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL LEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY CATHERINE STANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE ESSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CATHLEEN KEANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHERI HUMPHREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06213
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06067
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt053914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE CHILDREN ABOUT THE NEEDS AND OPERATIONS OF CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt020948
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATING CHILDREN ABOUT CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0110
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061628
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061975
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GIVINGTREEFAMILIES.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0156098
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0156098
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020503
IRS990ScheduleA/Total509Grp/TotalAmt0156098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020503
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0156098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SUPPLIES / PRINTING / OFFICE EXP. AMOUNT: 13,003. DESCRIPTION: ADVERTISING. AMOUNT: 495. DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 40,416. TOTAL TO FORM 990-EZ, LINE 16: 53,914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVENTORY SUPPLIES. BEG. OF YEAR AMOUNT: 6,213. END OF YEAR AMOUNT: 6,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNT PAYABLE. BEG. OF YEAR AMOUNT: 1,195. END OF YEAR AMOUNT: 110.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGET LEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02158729328
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GIVING TREE
ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0273730203
ReturnHeader/Filer/PhoneNum02158729328
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 823
ReturnHeader/Filer/USAddress/CityNm0GWYNEDD VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019437
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0990D58D07A4C0F888FB72890C47D550B3C083307
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0990D58D07A4C0F888FB72890C47D550B3C083307
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.152.136.117
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:16:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232535812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SNYDER & CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 PIERCE STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KINGSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018704
ReturnHeader/PreparerPersonGrp/PhoneNum05702886464
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID P RUDIS CPA
ReturnHeader/ReturnTs02018-05-14T09:09:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.01$1.49$2.52$1.56$0.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.94$0.87$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.04$0.43$0.91$0.76$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.03$0.28$0.74$0.72$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.04$0.26$0.79$0.73$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.60$0.60$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.62$0.62$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.20$0.48$0.43$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.43$0.36$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.39$0.35$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.32$0.37$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.31$0.35$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.17$0.05$0.13