Civic Intelligence

Gardner Foundation

990PF • Fiscal year 2018 • EIN 36-3705723

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

307 Main StWakefield, NE 68784

(402) 287-2538

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$22,936,742

Up $280,399 (+1.2%) from 2017

Net Assets

Up

$22,934,366

Up $279,831 (+1.2%) from 2017

Liabilities

Up

$2,376

Up $568 (+31%) from 2017

Revenue

Up

$2,222,014

Up $269,216 (+14%) from 2017

Expenses

Down

$1,942,183

Down $10,987 (-0.6%) from 2017

Net Income

Up

$279,831

Up $280,203 (+75323%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $20,907,442Liabilities 2010: $1,215Net Assets 2010: $20,906,2272010Assets 2011: $20,694,065Liabilities 2011: $1,257Net Assets 2011: $20,692,8082011Assets 2012: $20,259,045Liabilities 2012: $1,413Net Assets 2012: $20,257,6322012Assets 2015: $23,037,859Liabilities 2015: $1,831Net Assets 2015: $23,036,0282015Assets 2016: $22,656,761Liabilities 2016: $1,854Net Assets 2016: $22,654,9072016Assets 2017: $22,656,343Liabilities 2017: $1,808Net Assets 2017: $22,654,5352017Assets 2018: $22,936,742Liabilities 2018: $2,376Net Assets 2018: $22,934,3662018Assets 2019: $22,645,506Liabilities 2019: $2,376Net Assets 2019: $22,643,1302019Assets 2020: $22,470,908Liabilities 2020: $2,376Net Assets 2020: $22,468,5322020Assets 2021: $22,634,581Liabilities 2021: $2,384Net Assets 2021: $22,632,1972021Assets 2022: $22,157,129Liabilities 2022: $6,541Net Assets 2022: $22,150,5882022Assets 2023: $21,694,801Liabilities 2023: $6,541Net Assets 2023: $21,688,2602023Assets 2024: $23,148,365Liabilities 2024: $8,128Net Assets 2024: $23,140,2372024

Highlighted filing

2018

Assets$22,936,742
Liabilities$2,376
Net Assets$22,934,366

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,455,2792010Expenses 2011: $1,842,8732011Expenses 2012: $1,514,4742012Revenue 2015: $2,592,224Expenses 2015: $1,877,125Net Income 2015: $715,0992015Revenue 2016: $1,016,041Expenses 2016: $1,397,162Net Income 2016: -$381,1212016Revenue 2017: $1,952,798Expenses 2017: $1,953,170Net Income 2017: -$3722017Revenue 2018: $2,222,014Expenses 2018: $1,942,183Net Income 2018: $279,8312018Revenue 2019: $1,662,969Expenses 2019: $1,968,886Net Income 2019: -$305,9172019Revenue 2020: $1,517,787Expenses 2020: $1,692,385Net Income 2020: -$174,5982020Revenue 2021: $2,247,059Expenses 2021: $2,083,394Net Income 2021: $163,6652021Revenue 2022: $1,401,183Expenses 2022: $2,572,721Net Income 2022: -$1,171,5382022Revenue 2023: $923,471Expenses 2023: $1,841,701Net Income 2023: -$918,2302023Revenue 2024: $2,929,987Expenses 2024: $1,928,138Net Income 2024: $1,001,8492024

Highlighted filing

2018

Revenue$2,222,014
Expenses$1,942,183
Net Income$279,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE A BEBEEExecutive DirectorPT$39,600-$39,600
DAVID J GARDNERTrusteePT$12,000-$12,000
KIRK N GARDNERTrusteePT$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Gardner Foundation
EIN
36-3705723
Phone
4022872538
Address
307 MAIN ST, WAKEFIELD, NE 68784

Signing Officer

Name
Leslie Bebee
Title
Executive Director
Phone
4022872538
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Jody K Decker
Phone
4024968800
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt039003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0831293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13335531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-83817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1823351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-79716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3498388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4445076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-83817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1823351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-79716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3498388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4445076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0747476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14158882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SNB BASIS REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SNB BASIS REPORTED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EGERTON CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EGERTON CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01603282
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0279831
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022934366
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022654535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022934366
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01332884
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01332884
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01332884
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01350062
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017178
IRS990PF/DistributableAmountGrp/TotalTaxAmt017178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015000
IRS990PF/FMVAssetsEOYAmt024184311
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt012000500
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt012000500
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016131395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016081966
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016459432
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt082673
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0126308
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt045766
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt043635
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt090250
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05345519
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05878631
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06702119
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01808
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02376
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010654035
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010933866
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01133663
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0932510
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0932510
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022656343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022936742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024184311
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01808
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02376
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022656343
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022936742
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022654535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022934366
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027412420
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01024763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026297407
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0411186
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt090250
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01350062
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027001234
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027412420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt039600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLIE A BEBEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID J GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KIRK N GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01008 WINTER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt126 GOAT ISLAND PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22514 TULIP LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAKEFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHELDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BELLEVUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd068784
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129941
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd268147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01253019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01270197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01211094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0826315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01378501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01379440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01271732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046406

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