Civic Intelligence

Gardner Foundation

990PF • Fiscal year 2022 • EIN 36-3705723

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

307 Main StWakefield, NE 68784

(402) 287-2538

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$21,866,394

Down $768,187 (-3.4%) from 2021

Net Assets

Down

$21,859,853

Down $772,344 (-3.4%) from 2021

Liabilities

Up

$6,541

Up $4,157 (+174%) from 2021

Revenue And Expenses

Revenue

Down

$934,418

Down $1,312,641 (-58%) from 2021

Expenses

Up

$2,396,691

Up $313,297 (+15%) from 2021

Net Income

Down

-$1,462,273

Down $1,625,938 (-993%) from 2021

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: $21,866,394Liabilities 2022: $6,541Net Assets 2022: $21,859,8532022Assets 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

2022

Assets$21,866,394
Liabilities$6,541
Net Assets$21,859,853

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: $934,418Expenses 2022: $2,396,691Net Income 2022: -$1,462,2732022Revenue 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

2022

Revenue$934,418
Expenses$2,396,691
Net Income-$1,462,273
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE A BEBEEExecutive DirectorPT$41,400-$41,400
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
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Hannah Goscha
Phone
4024968800
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1126774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt273669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt331471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt450888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt533925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6111388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-93200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1126774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt273669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt331471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt450888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt533925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6111388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0230614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13055474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4111388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EGERTON CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EGERTON CAPITAL PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EGERTON CAPITAL PARTNERS 1256 INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EGERTON CAPITAL PARTNERS 1256 INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0334915
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1462273
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0689929
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021859853
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022632197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021859853
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01360089
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01360089
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01360089
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01371278
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011189
IRS990PF/DistributableAmountGrp/TotalTaxAmt011189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013625
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02436
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013625
IRS990PF/FMVAssetsEOYAmt024703355
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt012000500
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt012000500
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015518455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014512526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016208426
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt091197
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0126308
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt037242
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt035111
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04053
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06286891
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06127104
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07299223
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02379
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt06541
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010631697
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09859353
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0791993
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01191653
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01191653
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022634581
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021866394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024703355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02384
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022634581
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021866394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022632197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021859853
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027843214
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01108914
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026644050
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0417648
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt090250
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01371278
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027425566
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027843214
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/CompensationAmt041400
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/AddressLine1Txt01202 MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt126 GOAT ISLAND PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219541 BLONDO PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAKEFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHELDON

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.1$0.01$23.1$2.93$1.93$1.00
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.01$21.7$0.92$1.84$0.92
2022Detailed filing. Detailed filing data is available for this year.$22.2$0.01$22.2$1.40$2.57$1.17
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.01$21.9$0.93$2.40$1.46
2021Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$2.25$2.08$0.16
2020Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$1.52$1.69$0.17
2019Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.66$1.97$0.31
2018Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$2.22$1.94$0.28
2017Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$1.95$1.95$0.00
2016Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$1.02$1.40$0.38
2015Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$2.59$1.88$0.72
2012Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$1.51
2011Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.84
2010Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.46