Civic Intelligence

Ronald and Jenny Anderson Charitable Trust

EIN 20-6592445 • Omaha, NE

11920 Burt Street Ste 145Omaha, NE 68154
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

659%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-7.2%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Down

$66,976

Down $5,232 (-7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$66,976

Down $5,232 (-7.2%) from 2023

Revenue

Up

-$1,210

Up $1,274 (+51%) from 2023

Expenses

Up

$6,760

Up $1,048 (+18%) from 2023

Net Income

Up

-$7,970

Up $226 (+2.8%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $16,036Liabilities 2011: $02011Assets 2012: $16,648Liabilities 2012: $02012Assets 2013: $19,216Liabilities 2013: $0Net Assets 2013: $19,2162013Assets 2014: $17,795Liabilities 2014: $0Net Assets 2014: $17,7952014Assets 2015: $21,103Liabilities 2015: $0Net Assets 2015: $21,1032015Assets 2016: $21,917Liabilities 2016: $0Net Assets 2016: $21,9172016Assets 2017: $24,277Liabilities 2017: $0Net Assets 2017: $24,2772017Assets 2018: $21,085Liabilities 2018: $0Net Assets 2018: $21,0852018Assets 2019: $24,234Liabilities 2019: $0Net Assets 2019: $24,2342019Assets 2020: $26,471Liabilities 2020: $0Net Assets 2020: $26,4712020Assets 2021: $91,765Liabilities 2021: $0Net Assets 2021: $91,7652021Assets 2022: $76,941Liabilities 2022: $0Net Assets 2022: $76,9412022Assets 2023: $72,208Liabilities 2023: $0Net Assets 2023: $72,2082023Assets 2024: $66,976Liabilities 2024: $0Net Assets 2024: $66,9762024

Highlighted filing

2024

Assets$66,976
Liabilities$0
Net Assets$66,976

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $318Expenses 2011: $333Net Income 2011: -$152011Revenue 2012: $361Expenses 2012: $366Net Income 2012: -$52012Revenue 2013: $338Expenses 2013: $378Net Income 2013: -$402013Revenue 2014: $0Expenses 2014: $405Net Income 2014: -$4052014Revenue 2015: $5,000Expenses 2015: $446Net Income 2015: $4,5542015Revenue 2016: $0Expenses 2016: $461Net Income 2016: -$4612016Revenue 2017: $1Expenses 2017: $918Net Income 2017: -$9172017Revenue 2018: $2Expenses 2018: $1,082Net Income 2018: -$1,0802018Revenue 2019: $2Expenses 2019: $1,078Net Income 2019: -$1,0762019Revenue 2020: $0Expenses 2020: $1,188Net Income 2020: -$1,1882020Revenue 2021: $63,326Expenses 2021: $1,475Net Income 2021: $61,8512021Revenue 2022: -$3,178Expenses 2022: $5,668Net Income 2022: -$8,8462022Revenue 2023: -$2,484Expenses 2023: $5,712Net Income 2023: -$8,1962023Revenue 2024: -$1,210Expenses 2024: $6,760Net Income 2024: -$7,9702024

Highlighted filing

2024

Revenue-$1,210
Expenses$6,760
Net Income-$7,970

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.0$0.00$67.0$1.21$6.76$7.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.2$0.00$72.2$2.48$5.71$8.20
2022Detailed filing. Detailed filing data is available for this year.$76.9$0.00$76.9$3.18$5.67$8.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.8$0.00$91.8$63.3$1.48$61.9
2020Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$0.00$1.19$1.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$0.00$1.08$1.08
2018Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.00$1.08$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$0.00$24.3$0.00$0.92$0.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$0.00$21.9$0.00$0.46$0.46
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$5.00$0.45$4.55
2014Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.00$0.41$0.41
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$0.34$0.38$0.04
2012Summary only. Only limited summary data is available for this year.$16.6$0.00$0.36$0.37$0.01
2011Summary only. Only limited summary data is available for this year.$16.0$0.00$0.32$0.33$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 5, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY ANDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ronald and Jenny Anderson Charitable Trust
EIN
20-6592445
Address
11920 BURT STREET STE 145, OMAHA, NE 68154

Signing Officer

Name
Jeffrey Anderson
Title
Trustee
Phone
4028981850
Signed
2023-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Wills Law Office
Address
11920 BURT STREET SUITE 145, Omaha, NE 68154
Preparer
Dennis L Wills
Phone
4028981850
Raw XML Appendix237 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt023595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LIFE INSURANCE POLICY: SEE EXHIBIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11 ATTACHED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03142
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt023595
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt091765
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt048974
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0957
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013789
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01490 COUNTY ROAD S
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-05
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ReturnHeader/Filer/BusinessNameControlTxt0RONA
ReturnHeader/Filer/EIN0206592445
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810604829
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011920 BURT STREET SUITE 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068154
ReturnHeader/PreparerPersonGrp/PhoneNum04028981850
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis L Wills
ReturnHeader/ReturnTs02023-04-07T11:22:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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