Civic Intelligence

Robert and Maurine Anderson

990PF • Fiscal year 2022 • EIN 20-4549310

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 16, 2023

Organization Profile
302 Pueblo PlaceLady Lake, FL 32159

(352) 350-3733

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

16th percentile

-39%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$284,254

Up $9,758 (+3.6%) from 2021

Net Assets

Up

$284,254

Up $9,758 (+3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$12,258

Down $7,833 (-39%) from 2021

Expenses

Down

$2,500

Down $13,000 (-84%) from 2021

Net Income

Up

$9,758

Up $5,167 (+113%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2011: $219,831Liabilities 2011: $02011Assets 2012: $227,219Liabilities 2012: $02012Assets 2013: $233,924Liabilities 2013: $02013Assets 2014: $239,873Liabilities 2014: $02014Assets 2015: $289,094Liabilities 2015: $02015Assets 2017: $285,288Liabilities 2017: $0Net Assets 2017: $285,2882017Assets 2018: $280,913Liabilities 2018: $0Net Assets 2018: $280,9132018Assets 2019: $275,439Liabilities 2019: $0Net Assets 2019: $275,4392019Assets 2020: $270,036Liabilities 2020: $0Net Assets 2020: $270,0362020Assets 2021: $274,496Liabilities 2021: $0Net Assets 2021: $274,4962021Assets 2022: $284,254Liabilities 2022: $0Net Assets 2022: $284,2542022Assets 2023: $175,075Liabilities 2023: $0Net Assets 2023: $175,0752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$284,254
Liabilities$0
Net Assets$284,254
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$400K$200K$0-$200KRevenue 2011: $233,202Expenses 2011: $13,800Net Income 2011: $219,4022011Revenue 2012: $8,447Expenses 2012: $995Net Income 2012: $7,4522012Revenue 2013: $7,851Expenses 2013: $995Net Income 2013: $6,8562013Revenue 2014: $7,431Expenses 2014: $1,345Net Income 2014: $6,0862014Revenue 2015: $62,350Expenses 2015: $12,995Net Income 2015: $49,3552015Revenue 2017: $13,382Expenses 2017: $14,958Net Income 2017: -$1,5762017Revenue 2018: $11,202Expenses 2018: $15,377Net Income 2018: -$4,1752018Revenue 2019: $9,976Expenses 2019: $15,350Net Income 2019: -$5,3742019Revenue 2020: $9,972Expenses 2020: $15,375Net Income 2020: -$5,4032020Revenue 2021: $20,091Expenses 2021: $15,500Net Income 2021: $4,5912021Revenue 2022: $12,258Expenses 2022: $2,500Net Income 2022: $9,7582022Revenue 2023: $19,093Expenses 2023: $128,272Net Income 2023: -$109,1792023Revenue 2024: $687Expenses 2024: $175,510Net Income 2024: -$174,8232024

Highlighted filing

2022

Revenue$12,258
Expenses$2,500
Net Income$9,758
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 16, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRETCHEN PERIGODirector-$0--
CHARLOTTE ANDERSON CARRDirector-$0--
SARA K DAVISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Maurine Anderson
EIN
20-4549310
Phone
3523503733
Address
302 PUEBLO PLACE, LADY LAKE, FL 32159

Signing Officer

Name
Gretchen Perigo
Title
President
Phone
3523503733
Signed
2023-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Ms Cassen and Company Pc
Address
1702 BROAD RIPPLE AVENUE, INDIANAPOLIS, IN 46220-2362
Preparer
Robert E Davis CPA
Phone
3179233324
Raw XML Appendix279 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0282753
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0920
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0830
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013587
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0830
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN PERIGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03523503733
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND MAURINE ANDERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0204549310
ReturnHeader/Filer/PhoneNum03523503733
ReturnHeader/Filer/USAddress/AddressLine1Txt0302 PUEBLO PLACE
ReturnHeader/Filer/USAddress/CityNm0LADY LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032159
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204222317
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MS CASSEN AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01702 BROAD RIPPLE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462202362
ReturnHeader/PreparerPersonGrp/PhoneNum03179233324
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E DAVIS CPA
ReturnHeader/ReturnTs02023-02-16T15:14:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRETCHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PERIGO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$284,254
Liabilities
$0
Net assets
$284,254
Revenue
$12,258
Expenses
$2,500
Net income
$9,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.76$1.75
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.19$1.28$1.09
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.12$0.03$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.20$0.16$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.10$0.15$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.10$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.11$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.13$0.15$0.02
2015Summary only. Only limited summary data is available for this year.$2.89$0.00$0.62$0.13$0.49
2014Summary only. Only limited summary data is available for this year.$2.40$0.00$0.07$0.01$0.06
2013Summary only. Only limited summary data is available for this year.$2.34$0.00$0.08$0.01$0.07
2012Summary only. Only limited summary data is available for this year.$2.27$0.00$0.08$0.01$0.07
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$2.33$0.14$2.19