Civic Intelligence

Giving Tree Foundation

990PF • Fiscal year 2023 • EIN 87-4119869

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
3209 Valley Oak DriveLoveland, CO 80538

(970) 443-2900

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

38th percentile

-3.3%

Higher net margin than 38% of similar nonprofits.

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

Asset Growth

47th percentile

-0.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

100th percentile

2684900%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$115,155

Down $895 (-0.8%) from 2022

Net Assets

Down

$115,155

Down $895 (-0.8%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin38th percentile

Revenue

Up

$26,850

Up $26,849 (+2684900%) from 2022

Expenses

Up

$27,745

Up $23,795 (+602%) from 2022

Net Income

Up

-$895

Up $3,054 (+77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2021: $120,000Liabilities 2021: $1Net Assets 2021: $120,0002021Assets 2022: $116,050Liabilities 2022: $1Net Assets 2022: $116,0502022Assets 2023: $115,155Liabilities 2023: $0Net Assets 2023: $115,1552023Assets 2024: $122,415Liabilities 2024: $0Net Assets 2024: $122,4152024

Highlighted filing

2023

Assets$115,155
Liabilities$0
Net Assets$115,155
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $120,000Expenses 2021: $0Net Income 2021: $120,0002021Revenue 2022: $1Expenses 2022: $3,950Net Income 2022: -$3,9492022Revenue 2023: $26,850Expenses 2023: $27,745Net Income 2023: -$8952023Revenue 2024: $41,168Expenses 2024: $33,908Net Income 2024: $7,2602024

Highlighted filing

2023

Revenue$26,850
Expenses$27,745
Net Income-$895
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle R LundyPresidentPT$0--
Tate E LundyVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Giving Tree Foundation
EIN
87-4119869
Phone
9704432900
Address
3209 Valley Oak Drive, Loveland, CO 80538

Signing Officer

Name
Kyle Lundy
Title
President
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Carson Group Advanced Solutions Tax & Accounting
Address
13710 Struthers Rd Ste 220, Colorado Springs, CO 80921
Preparer
Xi Zeng CPA
Phone
7194871200
Raw XML Appendix272 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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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Tax Prep Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0850
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0114956
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Real Estate
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0114956
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0114956
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyle Lundy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Giving Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0874119869
ReturnHeader/Filer/PhoneNum09704432900
ReturnHeader/Filer/USAddress/AddressLine1Txt03209 Valley Oak Drive
ReturnHeader/Filer/USAddress/CityNm0Loveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080538
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0863282611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carson Group Advanced Solutions Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013710 Struthers Rd Ste 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080921
ReturnHeader/PreparerPersonGrp/PhoneNum07194871200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Xi Zeng CPA
ReturnHeader/ReturnTs02024-11-12T08:48:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$115,155
Liabilities
$0
Net assets
$115,155
Revenue
$26,850
Expenses
$27,745
Net income
-$895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.41$0.34$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.27$0.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.20$0.00$1.20