Civic Intelligence

Gandy Family Foundation

990PF • Fiscal year 2017 • EIN 56-2056507

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 28, 2017

145 Waterview DriveMooresville, NC 28117

(704) 892-0015

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-87%

Higher net margin than 6% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • NTEE B • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

4.6%

Faster asset growth than 52% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

91%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • NTEE B • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$119,866

Up $5,250 (+4.6%) from 2016

Net Assets

Up

$119,866

Up $5,250 (+4.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$2,751

Up $1,308 (+91%) from 2016

Expenses

Up

$5,144

Up $3,275 (+175%) from 2016

Net Income

Down

-$2,393

Down $1,967 (-462%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $67,837Liabilities 2011: $0Net Assets 2011: $67,8372011Assets 2012: $68,791Liabilities 2012: $0Net Assets 2012: $68,7912012Assets 2013: $193,659Liabilities 2013: $0Net Assets 2013: $193,6592013Assets 2014: $124,598Liabilities 2014: $0Net Assets 2014: $124,5982014Assets 2015: $121,642Liabilities 2015: $0Net Assets 2015: $121,6422015Assets 2016: $114,616Liabilities 2016: $0Net Assets 2016: $114,6162016Assets 2017: $119,866Liabilities 2017: $0Net Assets 2017: $119,8662017Assets 2018: $184,837Liabilities 2018: $0Net Assets 2018: $184,8372018Assets 2019: $183,058Liabilities 2019: $02019Assets 2020: $165,298Liabilities 2020: $0Net Assets 2020: $165,2982020Assets 2021: $189,774Liabilities 2021: $0Net Assets 2021: $189,7742021Assets 2022: $178,390Liabilities 2022: $0Net Assets 2022: $178,3902022Assets 2023: $359,752Liabilities 2023: $0Net Assets 2023: $359,7522023Assets 2024: $353,310Liabilities 2024: $0Net Assets 2024: $353,3102024Assets 2025: $292,624Liabilities 2025: $0Net Assets 2025: $292,6242025

Highlighted filing

2017

Assets$119,866
Liabilities$0
Net Assets$119,866

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $1,2152011Expenses 2012: $1,9332012Expenses 2013: $39,7852013Revenue 2014: $28,369Expenses 2014: $77,109Net Income 2014: -$48,7402014Revenue 2015: $3,970Expenses 2015: $9,626Net Income 2015: -$5,6562015Revenue 2016: $1,443Expenses 2016: $1,869Net Income 2016: -$4262016Revenue 2017: $2,751Expenses 2017: $5,144Net Income 2017: -$2,3932017Revenue 2018: $67,841Expenses 2018: $4,153Net Income 2018: $63,6882018Revenue 2019: $2,603Expenses 2019: $9,682Net Income 2019: -$7,0792019Revenue 2020: $9,686Expenses 2020: $24,677Net Income 2020: -$14,9912020Revenue 2021: $11,645Expenses 2021: $7,715Net Income 2021: $3,9302021Revenue 2022: $11,975Expenses 2022: $785Net Income 2022: $11,1902022Revenue 2023: $188,020Expenses 2023: $2,716Net Income 2023: $185,3042023Revenue 2024: $18,282Expenses 2024: $43,084Net Income 2024: -$24,8022024Revenue 2025: $20,678Expenses 2025: $85,999Net Income 2025: -$65,3212025

Highlighted filing

2017

Revenue$2,751
Expenses$5,144
Net Income-$2,393
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
QUINTON M GANDYDirector-$0--
PHIL M GANDY JRDirector-$0--
KAREN G GANDYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Gandy Family Foundation
EIN
56-2056507
Phone
7048920015
Address
145 WATERVIEW DRIVE, MOORESVILLE, NC 28117

Signing Officer

Name
Quinton Gandy
Title
Director
Phone
7048920015
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler & Company Cpas Pc
Address
124 E PLAZA DR SUITE E, MOORESVILLE, NC 28115
Preparer
John R Wheeler CPA Cfp
Phone
7046646464
Raw XML Appendix311 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PAYMENT TO EXPAND OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY PREGNANCY CENTER OF LAKE NORMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0212 CALDWELL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02707
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023290
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt093472
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096179
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0QUARTERLY MAINTENANCE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07643
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
TaxesSchedule/TaxesDetail/Amt0369
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0QUINTON GANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07048920015
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GANDY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GAND
ReturnHeader/Filer/EIN0562056507
ReturnHeader/Filer/PhoneNum07048920015
ReturnHeader/Filer/USAddress/AddressLine1Txt0145 WATERVIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0242840247F30EE83ABEDC51A7B48BB0C3B3D4542
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C90AF08FC9C50D16C2ED5515DAF8FD922FFB095
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.71.165.94
ReturnHeader/FilingSecurityInformation/IPDt02017-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:02:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263142380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 E PLAZA DR SUITE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOORESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028115
ReturnHeader/PreparerPersonGrp/PhoneNum07046646464
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WHEELER CPA CFP
ReturnHeader/ReturnTs02017-10-03T15:42:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.21$0.86$0.65
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.43$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.88$0.03$1.85
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.01$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.10$0.25$0.15
2019Summary only. Only limited summary data is available for this year.$1.83$0.00$0.03$0.10$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.68$0.04$0.64
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.01$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.28$0.77$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.40
2012Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01