Civic Intelligence

O Max Gardner Foundation Inc.

990PF • Fiscal year 2023 • EIN 56-0490704

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 13, 2024

Organization Profile
PO Box 576Carrboro, NC 27510

(919) 593-3940

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.10x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.79x

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

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

Net Margin

5th percentile

-249%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

85th percentile

$7,714

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

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

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

9th percentile

-64%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$372,401

Down $117,493 (-24%) from 2022

Net Assets

Down

$335,231

Down $154,021 (-31%) from 2022

Liabilities

Up

$37,170

Up $36,528 (+5690%) from 2022

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin5th percentile

Revenue

Down

$46,835

Down $82,303 (-64%) from 2022

Expenses

Down

$163,456

Down $72,280 (-31%) from 2022

Net Income

Down

-$116,621

Down $10,023 (-9.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $617,374Liabilities 2011: $02011Assets 2012: $605,868Liabilities 2012: $1172012Assets 2013: $560,969Liabilities 2013: $1402013Assets 2014: $1,237,654Liabilities 2014: $86Net Assets 2014: $1,237,5682014Assets 2015: $1,274,259Liabilities 2015: $0Net Assets 2015: $1,274,2592015Assets 2016: $1,268,162Liabilities 2016: $0Net Assets 2016: $1,268,1622016Assets 2017: $1,094,741Liabilities 2017: $0Net Assets 2017: $1,094,7412017Assets 2018: $886,130Liabilities 2018: $0Net Assets 2018: $886,1302018Assets 2019: $833,435Liabilities 2019: $0Net Assets 2019: $833,4352019Assets 2020: $674,879Liabilities 2020: $642Net Assets 2020: $674,2372020Assets 2021: $596,492Liabilities 2021: $642Net Assets 2021: $595,8502021Assets 2022: $489,894Liabilities 2022: $642Net Assets 2022: $489,2522022Assets 2023: $372,401Liabilities 2023: $37,170Net Assets 2023: $335,2312023Assets 2024: $355,785Liabilities 2024: $36,170Net Assets 2024: $319,6152024

Highlighted filing

2023

Assets$372,401
Liabilities$37,170
Net Assets$335,231
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $43,676Expenses 2011: $38,398Net Income 2011: $5,2782011Revenue 2012: $79,127Expenses 2012: $90,634Net Income 2012: -$11,5072012Revenue 2013: $34,825Expenses 2013: $79,420Net Income 2013: -$44,5952013Revenue 2014: $777,033Expenses 2014: $100,294Net Income 2014: $676,7392014Revenue 2015: $229,277Expenses 2015: $192,586Net Income 2015: $36,6912015Revenue 2016: $109,396Expenses 2016: $115,493Net Income 2016: -$6,0972016Revenue 2017: $99,553Expenses 2017: $272,974Net Income 2017: -$173,4212017Revenue 2018: $97,439Expenses 2018: $306,050Net Income 2018: -$208,6112018Revenue 2019: $105,855Expenses 2019: $158,550Net Income 2019: -$52,6952019Revenue 2020: $49,303Expenses 2020: $208,501Net Income 2020: -$159,1982020Revenue 2021: $142,868Expenses 2021: $221,255Net Income 2021: -$78,3872021Revenue 2022: $129,138Expenses 2022: $235,736Net Income 2022: -$106,5982022Revenue 2023: $46,835Expenses 2023: $163,456Net Income 2023: -$116,6212023Revenue 2024: $35,866Expenses 2024: $51,482Net Income 2024: -$15,6162024

Highlighted filing

2023

Revenue$46,835
Expenses$163,456
Net Income-$116,621
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 13, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASEY HOPPERSecretary-$7,714-$7,714
JANET O HUFFSTETLERTreasurer-$0--
JOSHUA J NAFTOLINDirector-$0--
SARAH GARDNER NAFTOLINVice Pres-$0--
RALPH WEBB GARDNER IIPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
O Max Gardner Foundation Inc
EIN
56-0490704
Phone
9195933940
Address
PO BOX 576, CARRBORO, NC 27510

Signing Officer

Name
Ralph Webb Gardner Ii
Title
President
Phone
9195933940
Signed
2024-06-13

Preparer

Firm
Butler & Stowe
Address
PO BOX 2379, GASTONIA, NC 28053-2379
Preparer
Sheila O Thornton CPA
Phone
7048648311
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Filings

Displayed year

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

Open filing
Assets
$372,401
Liabilities
$37,170
Net assets
$335,231
Revenue
$46,835
Expenses
$163,456
Net income
-$116,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.04$0.32$0.04$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.04$0.34$0.05$0.16$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.13$0.24$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.14$0.22$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.21$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.31$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10$0.27$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.23$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.78$0.10$0.68
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.03$0.08$0.04
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.08$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.04$0.04$0.01