Civic Intelligence

Luke Garrison Foundation

990 • Fiscal year 2023 • EIN 81-2513548

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 14, 2024

Organization ProfileWWW.LUKEGARRISONFOUNDATION.COM
PO Box 785Linville, NC 28646

(828) 455-6483

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

83rd percentile

77%

Higher net margin than 83% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$1,072,133

Up $199,771 (+23%) from 2022

Net Assets

Up

$1,072,133

Up $199,771 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin83rd percentile

Revenue

Up

$260,489

Up $261,444 (+27376%) from 2022

Expenses

Up

$60,718

Up $4,237 (+7.5%) from 2022

Net Income

Up

$199,771

Up $257,207 (+448%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$1.5M$1.0M$500K$0Assets 2016: $316,733Liabilities 2016: $0Net Assets 2016: $316,7332016Assets 2017: $395,651Liabilities 2017: $0Net Assets 2017: $395,6512017Assets 2018: $566,904Liabilities 2018: $0Net Assets 2018: $566,9042018Assets 2019: $672,210Liabilities 2019: $0Net Assets 2019: $672,2102019Assets 2020: $833,968Liabilities 2020: $0Net Assets 2020: $833,9682020Assets 2021: $929,798Liabilities 2021: $0Net Assets 2021: $929,7982021Assets 2022: $872,362Liabilities 2022: $0Net Assets 2022: $872,3622022Assets 2023: $1,072,133Liabilities 2023: $0Net Assets 2023: $1,072,1332023Assets 2024: $1,256,016Liabilities 2024: $0Net Assets 2024: $1,256,0162024

Highlighted filing

2023

Assets$1,072,133
Liabilities$0
Net Assets$1,072,133
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $322,525Expenses 2016: $5,792Net Income 2016: $316,7332016Revenue 2017: $91,346Expenses 2017: $12,428Net Income 2017: $78,9182017Revenue 2018: $195,105Expenses 2018: $23,852Net Income 2018: $171,2532018Revenue 2019: $142,346Expenses 2019: $37,040Net Income 2019: $105,3062019Revenue 2020: $208,483Expenses 2020: $46,725Net Income 2020: $161,7582020Revenue 2021: $143,917Expenses 2021: $48,087Net Income 2021: $95,8302021Revenue 2022: -$955Expenses 2022: $56,481Net Income 2022: -$57,4362022Revenue 2023: $260,489Expenses 2023: $60,718Net Income 2023: $199,7712023Revenue 2024: $266,693Expenses 2024: $82,810Net Income 2024: $183,8832024

Highlighted filing

2023

Revenue$260,489
Expenses$60,718
Net Income$199,771
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 14, 2024
Return Version
2023v5.0
Gross Receipts
$402,952
Mission and Program Overview

Mission

The foundation will provide support through a series of grants each year to organizations that provide access and encouragement for others to pursue science, nature, sports and church in loving memory of luke garrison.

The foundation will provide support through a series of grants each year to organizations that provide access and encouragement for others pursue science, nature, sports, and church in loving memory of luke garrison.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$695,716$782,901▲ $87,185
Savings and Temporary Cash Investments$173,241$277,234▲ $103,993
Cash and Non-Interest-Bearing Accounts$3,405$11,998▲ $8,593
Total Assets$872,362$1,072,133▲ $199,771
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$872,362$1,072,133▲ $199,771
Total Net Assets Fund Balance$872,362$1,072,133▲ $199,771
Total Liabilities and Net Assets / Fund Balance$872,362$1,072,133▲ $199,771
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Thomas H GarrisonPresident
Nancy S RonalterAssistant Se
Elizabeth E BulaSecretary
Luther Snyder Garrison JrTreasurer
Gail H GarrisonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$138,399
Program Service Revenue
$0
Investment Income
$122,090
Other Revenue
$0
All Other Contributions
$138,399
Change in Net Assets
$199,771

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded25$82,109
Total Noncash Contributions25$82,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$47,070
Other Expenses$13,648
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,070--$47,070
Fees for Service Investment Mgmnt Fees-$8,201-$8,201
Fees for Services Accounting-$4,720-$4,720
Fees for Services Other-$727-$727
Total Functional Expenses$47,070$13,648$0$60,718
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
Backup withholding compliance
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Thomas h. Garrison gail garrison president vp son/mother thomas h. Garrison luther snyder garrison, jr. President treasurer son/father thomas h. Garrison nancy ronalter president asst. Sec. Cousins”

Form 990, Page 6, Part VI, Line 11B

“Form 990 ia reviewed by the foundation's officers for accuracy before filing.”

Form 990, Page 6, Part VI, Line 12C

“If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making any further investigations as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.”

Form 990, Page 6, Part VI, Line 19

“Organization documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Luke Garrison Foundation
EIN
81-2513548
Phone
8284556483
Address
PO BOX 785, LINVILLE, NC 28646

Signing Officer

Name
Thomas H Garrison
Title
President
Phone
8284556483
Signed
2024-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas H Garrison
Formed
2016
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Rli-cpa Certified Public Accountants Pc
Address
104 3RD ST NE STE 100, HICKORY, NC 28601-5145
Preparer
Peter M Maxwell CPA
Phone
8283229300
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS H. GARRISON GAIL GARRISON PRESIDENT VP SON/MOTHER THOMAS H. GARRISON LUTHER SNYDER GARRISON, JR. PRESIDENT TREASURER SON/FATHER THOMAS H. GARRISON NANCY RONALTER PRESIDENT ASST. SEC. COUSINS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IA REVIEWED BY THE FOUNDATION'S OFFICERS FOR ACCURACY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING ANY FURTHER INVESTIGATIONS AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037203
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.LUKEGARRISONFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS H GARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08284556483
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUKE GARRISON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUKE
ReturnHeader/Filer/EIN0812513548
ReturnHeader/Filer/PhoneNum08284556483
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 785
ReturnHeader/Filer/USAddress/CityNm0LINVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028646
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0863774550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RLI-CPA CERTIFIED PUBLIC ACCOUNTANTS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 3RD ST NE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HICKORY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286015145
ReturnHeader/PreparerPersonGrp/PhoneNum08283229300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER M MAXWELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-09T13:59:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARRISON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,072,133
Liabilities
$0
Net assets
$1,072,133
Revenue
$260,489
Expenses
$60,718
Net income
$199,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.27$0.08$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.26$0.06$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.14$0.05$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.21$0.05$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.14$0.04$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.20$0.02$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.09$0.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.32$0.01$0.32