Civic Intelligence

Giving Tree Foundation

990 • Fiscal year 2023 • EIN 46-2618273

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profilewww.givingtreefoundation.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

59th percentile

0.00x

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

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Net Margin

45th percentile

2.7%

Higher net margin than 45% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$42,319

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

4.5%

Faster asset growth than 57% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$121,152

Up $5,199 (+4.5%) from 2022

Net Assets

Up

$121,152

Up $5,199 (+4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin45th percentile

Revenue

Up

$199,954

Up $43,839 (+28%) from 2022

Expenses

Up

$194,529

Up $75,046 (+63%) from 2022

Net Income

Down

$5,425

Down $31,207 (-85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$121,152
Liabilities$0
Net Assets$121,152
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$199,954
Expenses$194,529
Net Income$5,425
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$229,068
Mission and Program Overview

Mission

Donate funding to local schools to support ongoing enrichment activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,013$107,838▲ $3,825
Inventories for Sale or Use-$11,714-
Total Assets$115,727$121,152▲ $5,425
Other Assets Total$11,714$1,600▼ $10,114
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$115,727$121,152▲ $5,425
Total Net Assets Fund Balance$115,727$121,152▲ $5,425
Total Liabilities and Net Assets / Fund Balance$115,727$121,152▲ $5,425
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ayesha PandeyExecutive DirectorFT$42,319$42,319

Board Members and Trustees

NameTitle
Kathy JollyBoard Member
Susan WhiteBoard Member
Leigh GriecoFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$37,862
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$162,092
All Other Contributions
$37,862
Change in Net Assets
$5,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,876
Salaries, Compensation, and Employee Benefits$90,653
Total Fundraising Expense$827
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$0$53,103$0$53,103
Current Officers, Directors, Trustees, and Key Employees$0$42,319$0$42,319
Other Salaries and Wages$0$42,260$0$42,260
Other Expenses$0$27,800$0$27,800
All Other Expenses$0$21,229$0$21,229
Payroll Taxes$0$6,074$0$6,074
Fees for Services Other$0$434$0$434
Fees for Services Accounting$0$318$0$318
Total Functional Expenses$0$193,702$827$194,529
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
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
9194350023
Signed
2024-11-11

Organization Details

Principal Officer
Ayesha Pandey
Formed
2013
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
3
Employees
8
Volunteers
3

Preparer

Firm
Rutledge CPA PLLC
Address
525 S White St, Wake Forest, NC 27587
Preparer
Ashley J Rutledge
Phone
9198919777
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Executive director reviews and signs and then copies are provided.”

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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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,152
Liabilities
$0
Net assets
$121,152
Revenue
$199,954
Expenses
$194,529
Net income
$5,425
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