Civic Intelligence

Giving Tree Charities Inc.

990EZ • Fiscal year 2019 • EIN 46-5353952

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 23, 2020

Organization ProfileN/A
1244 East BlvdCharlotte, NC 28203

(704) 323-8080

Siviq Scores

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

Liabilities / Assets

78th percentile

0.02x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.00x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-0.5%

Higher net margin than 40% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Flat

$2,714

Flat from 2019

Net Assets

$2,664

No earlier filing loaded for comparison.

Liabilities

Flat

$50

Flat from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin40th percentile

Revenue

Flat

$29,350

Flat from 2019

Expenses

Flat

$29,496

Flat from 2019

Net Income

Flat

-$146

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2014: $4,149Liabilities 2014: $02014Assets 2015: $6,208Liabilities 2015: $02015Assets 2019: $2,714Liabilities 2019: $50Net Assets 2019: $2,6642019Assets 2019: $2,714Liabilities 2019: $502019Assets 2021: $23,279Liabilities 2021: $14,724Net Assets 2021: $8,5552021Assets 2022: $14,740Liabilities 2022: $13,942Net Assets 2022: $7982022Assets 2023: $23,128Liabilities 2023: $21,0362023

Highlighted filing

2019

Assets$2,714
Liabilities$50
Net Assets$2,664
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2014: $58,269Expenses 2014: $54,120Net Income 2014: $4,1492014Revenue 2015: $23,975Expenses 2015: $21,916Net Income 2015: $2,0592015Revenue 2019: $29,350Expenses 2019: $29,496Net Income 2019: -$1462019Revenue 2019: $29,350Expenses 2019: $29,496Net Income 2019: -$1462019Revenue 2021: $38,000Expenses 2021: $41,133Net Income 2021: -$3,1332021Revenue 2022: $26,262Expenses 2022: $34,019Net Income 2022: -$7,7572022Revenue 2023: $5,188Expenses 2023: $4,895Net Income 2023: $2932023

Highlighted filing

2019

Revenue$29,350
Expenses$29,496
Net Income-$146
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 23, 2020
Return Version
2019v5.1
Gross Receipts
$29,350
Mission and Program Overview

Mission

To provide service to those in need

Program Services

DescriptionGrantsExpenses
Held a Toys for Tots event, supporting 600 community members during the Christmas holiday season-$27,763
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce BleimanChairman-$0--
Brandy GaiserVice President-$0--
Filing and Contact Details

Filer

Filer Name
Giving Tree Charities Inc
EIN
46-5353952
Address
1244 East Blvd, Charlotte, NC 28203

Signing Officer

Name
Bruce Bleiman
Title
Chairman
Phone
7043238080
Signed
2020-04-23
Discuss with paid preparer
No

Preparer

Firm
James A Massey CPA PLLC
Address
109 Heron Cove Drive, Mount Holly, NC 28120
Preparer
James Massey CPA
Phone
7044649062
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank and Merchant Fees 1,405Insurance 303Software Expense 25Toys for Tots Event expenses 27,763”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearDue to related party 0 50”

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Bruce Bleiman
IRS990EZ/BooksInCareOfDetail/PhoneNum07043238080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01244 East Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02714
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029350
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-146
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02714
IRS990EZ/GrossReceiptsAmt029350
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bruce Bleiman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brandy Gaiser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029496
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide service to those in need
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held a Toys for Tots event, supporting 600 community members during the Christmas holiday season
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027763
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt050
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029496
IRS990EZ/TotalProgramServiceExpensesAmt027763
IRS990EZ/TotalRevenueAmt029350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029350
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt029350
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029350
IRS990ScheduleA/Total509Grp/TotalAmt029350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank and Merchant Fees 1,405Insurance 303Software Expense 25Toys for Tots Event expenses 27,763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearDue to related party 0 50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Bleiman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum07043238080
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Giving Tree Charities Inc
ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0465353952
ReturnHeader/Filer/USAddress/AddressLine1Txt01244 East Blvd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId088189185871F778D97017FCCEF453D89595920DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088189185871F778D97017FCCEF453D89595920DB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054011920201143iwv4u1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.231.168.224
ReturnHeader/FilingSecurityInformation/IPDt02020-04-23
ReturnHeader/FilingSecurityInformation/IPTm013:48:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James A Massey CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 Heron Cove Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mount Holly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028120
ReturnHeader/PreparerPersonGrp/PhoneNum07044649062
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Massey CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-23T13:08:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,714
Liabilities
$50
Net assets
$2,664
Revenue
$29,350
Expenses
$29,496
Net income
-$146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$23.1$21.0$5.19$4.90$0.29
2022Detailed filing. Detailed filing data is available for this year.$14.7$13.9$0.80$26.3$34.0$7.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$14.7$8.56$38.0$41.1$3.13
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.05$2.66$29.4$29.5$0.15
2019Summary only. Only limited summary data is available for this year.$2.71$0.05$29.4$29.5$0.15
2015Summary only. Only limited summary data is available for this year.$6.21$0.00$24.0$21.9$2.06
2014Summary only. Only limited summary data is available for this year.$4.15$0.00$58.3$54.1$4.15