Civic Intelligence

Irene F Anderson Foundation

EIN 27-2152029 • Los Olivos, CA

P O Box 362Los Olivos, CA 93441
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

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-137%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-7.2%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

81%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$421,405

Down $32,516 (-7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$421,405

Down $32,516 (-7.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$23,674

Up $10,611 (+81%) from 2023

Expenses

Up

$56,190

Up $11,596 (+26%) from 2023

Net Income

Down

-$32,516

Down $985 (-3.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$800K$600K$400K$200K$0Assets 2020: $601,067Liabilities 2020: $0Net Assets 2020: $601,0672020Assets 2021: $605,177Liabilities 2021: $0Net Assets 2021: $605,1772021Assets 2022: $487,205Liabilities 2022: $0Net Assets 2022: $487,2052022Assets 2023: $453,921Liabilities 2023: $0Net Assets 2023: $453,9212023Assets 2024: $421,405Liabilities 2024: $0Net Assets 2024: $421,4052024

Highlighted filing

2024

Assets$421,405
Liabilities$0
Net Assets$421,405
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2020: $27,623Expenses 2020: $28,467Net Income 2020: -$8442020Revenue 2021: $30,775Expenses 2021: $36,373Net Income 2021: -$5,5982021Revenue 2022: -$12,694Expenses 2022: $30,377Net Income 2022: -$43,0712022Revenue 2023: $13,063Expenses 2023: $44,594Net Income 2023: -$31,5312023Revenue 2024: $23,674Expenses 2024: $56,190Net Income 2024: -$32,5162024

Highlighted filing

2024

Revenue$23,674
Expenses$56,190
Net Income-$32,516
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,405
Liabilities
$0
Net assets
$421,405
Revenue
$23,674
Expenses
$56,190
Net income
-$32,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.24$0.56$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.13$0.45$0.32
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.13$0.30$0.43
2021Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.31$0.36$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.28$0.28$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK D JAMISONTreasurer-$6,000-$6,000
FRANCIS FORSCHPresident-$0--
RONALD STRONACHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Irene F Anderson Foundation
EIN
27-2152029
Phone
8056919266
Address
P O BOX 362, LOS OLIVOS, CA 93441

Signing Officer

Name
Mark D Jamison
Title
Treasurer
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Suzanne May Jakkola Ea Inc
Address
2445 ALAMO PINTADO AVE STE 203, LOS OLIVOS, CA 93441
Preparer
Suzanne May Jakkola EA
Phone
8056865313
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01528 CHAPALA STREET STE 308
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04515
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01129
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK D JAMISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRENE F ANDERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IREN
ReturnHeader/Filer/EIN0272152029
ReturnHeader/Filer/PhoneNum08056919266
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 362
ReturnHeader/Filer/USAddress/CityNm0LOS OLIVOS
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450501066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUZANNE MAY JAKKOLA EA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02445 ALAMO PINTADO AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS OLIVOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08056865313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne May Jakkola EA
ReturnHeader/ReturnTs02025-05-13T14:05:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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