Civic Intelligence

Anderson Childrens Foundation

990PF • Fiscal year 2018 • EIN 23-7089096

Dec 01, 2017 to Nov 30, 2018 • Filed on Jun 12, 2019

Organization Profile
1111 E Tahquitz Canyon Way 109Palm Springs, CA 92262

(760) 318-8146

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$108,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,968,766

Up $94,297 (+1.4%) from 2017

Net Assets

Up

$6,963,831

Up $95,007 (+1.4%) from 2017

Liabilities

Down

$4,935

Down $710 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin55th percentile

Revenue

Up

$1,696,847

Up $434,064 (+34%) from 2017

Expenses

Up

$1,601,840

Up $101,285 (+6.7%) from 2017

Net Income

Up

$95,007

Up $332,779 (+140%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$30M$20M$10M$0Assets 2015: $11,317,855Liabilities 2015: $4,109,308Net Assets 2015: $7,208,5472015Assets 2016: $11,106,453Liabilities 2016: $3,999,857Net Assets 2016: $7,106,5962016Assets 2017: $6,874,469Liabilities 2017: $5,645Net Assets 2017: $6,868,8242017Assets 2018: $6,968,766Liabilities 2018: $4,935Net Assets 2018: $6,963,8312018Assets 2019: $6,773,056Liabilities 2019: $5,381Net Assets 2019: $6,767,6752019Assets 2020: $6,556,983Liabilities 2020: $6,303Net Assets 2020: $6,550,6802020Assets 2021: $6,265,377Liabilities 2021: $7,848Net Assets 2021: $6,257,5292021Assets 2022: $6,403,263Liabilities 2022: $6,929Net Assets 2022: $6,396,3342022Assets 2023: $6,273,566Liabilities 2023: $8,030Net Assets 2023: $6,265,5362023Assets 2024: $25,287,510Liabilities 2024: $17,860,491Net Assets 2024: $7,427,0192024

Highlighted filing

2018

Assets$6,968,766
Liabilities$4,935
Net Assets$6,963,831
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2015: $1,684,209Expenses 2015: $1,919,476Net Income 2015: -$235,2672015Revenue 2016: $1,886,547Expenses 2016: $1,988,498Net Income 2016: -$101,9512016Revenue 2017: $1,262,783Expenses 2017: $1,500,555Net Income 2017: -$237,7722017Revenue 2018: $1,696,847Expenses 2018: $1,601,840Net Income 2018: $95,0072018Revenue 2019: $1,571,085Expenses 2019: $1,767,241Net Income 2019: -$196,1562019Revenue 2020: $1,560,635Expenses 2020: $1,777,630Net Income 2020: -$216,9952020Revenue 2021: $1,592,015Expenses 2021: $1,885,166Net Income 2021: -$293,1512021Revenue 2022: $1,971,459Expenses 2022: $1,864,365Net Income 2022: $107,0942022Revenue 2023: $2,549,683Expenses 2023: $2,680,481Net Income 2023: -$130,7982023Revenue 2024: $3,729,415Expenses 2024: $2,567,932Net Income 2024: $1,161,4832024

Highlighted filing

2018

Revenue$1,696,847
Expenses$1,601,840
Net Income$95,007
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jun 12, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA D SCHLESINGERTrusteePT$108,000-$108,000
Filing and Contact Details

Filer

Filer Name
Anderson Childrens Foundation
EIN
23-7089096
Phone
7603188146
Address
1111 E TAHQUITZ CANYON WAY 109, PALM SPRINGS, CA 92262

Signing Officer

Name
Roberta D Schlesinger
Title
Trustee
Signed
2019-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Eric W Martin CPA
Address
74-000 Country Club Dr Ste H-2, Palm Desert, CA 92260
Preparer
Eric W Martin
Phone
7607764321
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1455710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN EXPRESS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BERKSHIRE HATHAWAY INC. CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3LOEWS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JACK HENRY & ASSOC INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BANK OF NEW YORK MELLON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ANSYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8TEXAS INSTRUMENTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9RBC BEARINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PROLOGIS TRUST REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GENERAL MOTORS CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VISA INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EXPEDITORS INTERNATIONAL WASH INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MSCI INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15NORDSON CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOUBLELINE OPPORTUNISTIC CREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MONDELEZ INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19STARBUCKS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SNAP-ON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WABCO HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JPMORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PUBLIC STORAGE 5.2% PFD SER W
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SIGNATURE BANK OF NEW YORK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25AMAZON.COM INC.

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,968,766
Liabilities
$4,935
Net assets
$6,963,831
Revenue
$1,696,847
Expenses
$1,601,840
Net income
$95,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.3$17.9$7.43$3.73$2.57$1.16
2023Detailed filing. Detailed filing data is available for this year.$6.27$0.01$6.27$2.55$2.68$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.40$0.01$6.40$1.97$1.86$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.01$6.26$1.59$1.89$0.29
2020Detailed filing. Detailed filing data is available for this year.$6.56$0.01$6.55$1.56$1.78$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.77$0.01$6.77$1.57$1.77$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.96$1.70$1.60$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.01$6.87$1.26$1.50$0.24
2016Detailed filing. Detailed filing data is available for this year.$11.1$4.00$7.11$1.89$1.99$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.3$4.11$7.21$1.68$1.92$0.24