Civic Intelligence

Giving Tree Charities Inc.

990EZ • Fiscal year 2022 • EIN 46-5353952

Jan 01, 2022 to Dec 31, 2022 • Filed on May 05, 2023

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

94th percentile

0.95x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • NTEE T30 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.53x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • NTEE T30 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-30%

Higher net margin than 19% of similar nonprofits.

2022 filings • NTEE T30 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2022 filings • NTEE T30 • <$500k nonprofits • Source year 2022

Asset Growth

18th percentile

-37%

Faster asset growth than 18% of similar nonprofits.

2022 filings • NTEE T30 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-31%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • NTEE T30 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$14,740

Down $8,539 (-37%) from 2021

Net Assets

Down

$798

Down $7,757 (-91%) from 2021

Liabilities

Down

$13,942

Down $782 (-5.3%) from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin19th percentile

Revenue

Down

$26,262

Down $11,738 (-31%) from 2021

Expenses

Down

$34,019

Down $7,114 (-17%) from 2021

Net Income

Down

-$7,757

Down $4,624 (-148%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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: $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

2022

Assets$14,740
Liabilities$13,942
Net Assets$798
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

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 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

2022

Revenue$26,262
Expenses$34,019
Net Income-$7,757
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
Gross Receipts
$26,262
Mission and Program Overview

Mission

To provide service to those in need

Toys For Our Troops is an "Early Christmas" for up to 500 local military children, many who have a parent currently serving and will be away during the holidays and some who have lost a parent.

Program Services

DescriptionGrantsExpenses
Held a Toys for our Troops event, supporting 500 local military children during the holiday season.$0$33,934
Compensation and Service Providers
Top Officer Pay92nd 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
Phone
7043238080
Address
1244 East Blvd, Charlotte, NC 28203

Signing Officer

Name
Brandy Gaiser
Title
Vice President
Phone
7043238080
Signed
2023-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Hammack Lane & Company PLLC
Address
16419 Northcross Dr Suite F, Huntersville, NC 28078
Preparer
James W Hammack CPA
Phone
7048757870
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank Charges 68.”

Form 990EZ, Part I, Line 16

“Quickbooks Fees 17.”

Form 990EZ, Part I, Line 16

“Toys for Our Troops Supplies and Expenses 33934.”

Raw XML Appendix158 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/BOYAmt023279
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014740
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026262
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023279
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014740
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026262
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08555
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0798
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08555
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0798
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/OtherExpensesTotalAmt034019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Toys For Our Troops is an "Early Christmas" for up to 500 local military children, many who have a parent currently serving and will be away during the holidays and some who have lost a parent.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held a Toys for our Troops event, supporting 500 local military children during the holiday season.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033934
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014724
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013942
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034019
IRS990EZ/TotalProgramServiceExpensesAmt033934
IRS990EZ/TotalRevenueAmt026262
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt022143
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt026378
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt048521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.61290
IRS990ScheduleA/PublicSupportPY509Pct00.53380
IRS990ScheduleA/PublicSupportTotal509Amt076822
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt022143
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt026378
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt048521
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029350
IRS990ScheduleA/Total509Grp/TotalAmt0125343
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125343
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Quickbooks Fees 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Toys for Our Troops Supplies and Expenses 33934.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandy Gaiser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum07043238080
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Giving Tree Charities Inc
ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0465353952
ReturnHeader/Filer/PhoneNum07043238080
ReturnHeader/Filer/USAddress/AddressLine1Txt01244 East Blvd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833696575
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hammack Lane & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016419 Northcross Dr Suite F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntersville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028078
ReturnHeader/PreparerPersonGrp/PhoneNum07048757870
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James W Hammack CPA
ReturnHeader/ReturnTs02023-06-19T15:55:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brandy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gaiser
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,740
Liabilities
$13,942
Net assets
$798
Revenue
$26,262
Expenses
$34,019
Net income
-$7,757
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits