Civic Intelligence

Giving Tree Foundation

990EZ • Fiscal year 2021 • EIN 46-2618273

Jan 01, 2021 to Dec 31, 2021 • Filed on May 08, 2022

Organization Profilegivingtreefoundation.org
839 S Main StWake Forest, NC 27587

(919) 435-0023

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Net Margin

57th percentile

15%

Higher net margin than 57% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$30,780

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

3.6%

Faster asset growth than 48% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

54%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$79,322

Up $2,790 (+3.6%) from 2020

Net Assets

$79,321

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin57th percentile

Revenue

Up

$134,738

Up $47,401 (+54%) from 2020

Expenses

Up

$114,736

Up $44,612 (+64%) from 2020

Net Income

Up

$20,002

Up $2,789 (+16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2014: $29,355Liabilities 2014: $7,4742014Assets 2015: $28,348Liabilities 2015: $7,4742015Assets 2016: $31,806Liabilities 2016: $02016Assets 2017: $47,375Liabilities 2017: $15,2602017Assets 2018: $48,291Liabilities 2018: $15,1002018Assets 2019: $58,106Liabilities 2019: $16,0002019Assets 2020: $76,532Liabilities 2020: $02020Assets 2021: $79,322Liabilities 2021: $1Net Assets 2021: $79,3212021Assets 2022: $115,953Liabilities 2022: $0Net Assets 2022: $115,9532022Assets 2023: $121,152Liabilities 2023: $0Net Assets 2023: $121,1522023Assets 2024: $119,274Liabilities 2024: $2,665Net Assets 2024: $116,6092024

Highlighted filing

2021

Assets$79,322
Liabilities$1
Net Assets$79,321
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $74,488Expenses 2014: $53,072Net Income 2014: $21,4162014Revenue 2015: $67,806Expenses 2015: $58,363Net Income 2015: $9,4432015Revenue 2016: $83,067Expenses 2016: $62,134Net Income 2016: $20,9332016Revenue 2017: $85,547Expenses 2017: $69,978Net Income 2017: $15,5692017Revenue 2018: $94,819Expenses 2018: $78,643Net Income 2018: $16,1762018Revenue 2019: $103,392Expenses 2019: $75,658Net Income 2019: $27,7342019Revenue 2020: $87,337Expenses 2020: $70,124Net Income 2020: $17,2132020Revenue 2021: $134,738Expenses 2021: $114,736Net Income 2021: $20,0022021Revenue 2022: $156,115Expenses 2022: $119,483Net Income 2022: $36,6322022Revenue 2023: $199,954Expenses 2023: $194,529Net Income 2023: $5,4252023Revenue 2024: $229,050Expenses 2024: $233,593Net Income 2024: -$4,5432024

Highlighted filing

2021

Revenue$134,738
Expenses$114,736
Net Income$20,002
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 8, 2022
Return Version
2021v4.0
Gross Receipts
$141,120
Mission and Program Overview

Mission

Donate funding to local schools to support ongoing enrichment activities

Program Services

DescriptionGrantsExpenses
Donate funding to local schools to support ongoing enrichment activities$0$0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ayesha PandeyExecutive DirectorFT$30,780-$30,780
Leigh GriecoFounder-$0--
Kathy JollyBoard Member-$0--
Susan WhiteBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Giving Tree Foundation
EIN
46-2618273
Phone
9194350023
Address
839 S Main St, Wake Forest, NC 27587

Signing Officer

Name
Ayesha Pandey
Title
Executive Director
Phone
9194347587
Signed
2022-05-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Expenses”

Form 990-EZ, Part II, Line 24

“Other Assets”

Form 990-EZ, Part II, Line 26

“i dont understand”

Schedule B, Part I

“The Giving Tree does not receive monetary funding from any contributors.”

Raw XML Appendix175 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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IRS990EZ/OperateHospitalInd00
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IRS990EZ/WebsiteAddressTxt0givingtreefoundation.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Heritage Elementary School XXX-XX-XXXX 1500 Heritage Middle School 2011441627 1800 Heritage High School XXX-XX-XXXX 3400 Wake Forest Elementary School XXX-XX-XXXX 3800 Wake forest High School XXX-XX-XXXX 5000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Total revenue collected from the sales of goods
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Assets
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2i dont understand
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Giving Tree does not receive monetary funding from any contributors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
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ReasonableCauseExplanation/ExplanationTxt0extension filed until 9/15/22
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ReturnHeader/Filer/PhoneNum09194350023
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ReturnHeader/ReturnTs02022-06-28T19:00:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,322
Liabilities
$1
Net assets
$79,321
Revenue
$134,738
Expenses
$114,736
Net income
$20,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.17$2.29$2.34$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$2.00$1.95$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.56$1.19$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.35$1.15$0.20
2020Summary only. Only limited summary data is available for this year.$0.77$0.00$0.87$0.70$0.17
2019Summary only. Only limited summary data is available for this year.$0.58$0.16$1.03$0.76$0.28
2018Summary only. Only limited summary data is available for this year.$0.48$0.15$0.95$0.79$0.16
2017Summary only. Only limited summary data is available for this year.$0.47$0.15$0.86$0.70$0.16
2016Summary only. Only limited summary data is available for this year.$0.32$0.00$0.83$0.62$0.21
2015Summary only. Only limited summary data is available for this year.$0.28$0.07$0.68$0.58$0.09
2014Summary only. Only limited summary data is available for this year.$0.29$0.07$0.74$0.53$0.21