Civic Intelligence

Anna Randle Truog Memorial Foundation Trust

EIN 34-6696528 • Bonita Springs, FL

3501 Thornbury LaneBonita Springs, FL 34134
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

5th percentile

-633%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.2%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$79,819

Up $125 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$79,819

Up $125 (+0.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$260

Down $112 (-30%) from 2023

Expenses

Up

$1,905

Up $874 (+85%) from 2023

Net Income

Down

-$1,645

Down $986 (-150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$100K$50K$0Assets 2011: $58,042Liabilities 2011: $0Net Assets 2011: $58,0422011Assets 2012: $62,787Liabilities 2012: $58Net Assets 2012: $62,7292012Assets 2013: $84,838Liabilities 2013: $58Net Assets 2013: $84,7802013Assets 2017: $71,512Liabilities 2017: $0Net Assets 2017: $71,5122017Assets 2018: $75,048Liabilities 2018: $0Net Assets 2018: $75,0482018Assets 2019: $73,563Liabilities 2019: $0Net Assets 2019: $73,5632019Assets 2020: $78,592Liabilities 2020: $0Net Assets 2020: $78,5922020Assets 2021: $78,356Liabilities 2021: $0Net Assets 2021: $78,3562021Assets 2022: $80,477Liabilities 2022: $0Net Assets 2022: $80,4772022Assets 2023: $79,694Liabilities 2023: $0Net Assets 2023: $79,6942023Assets 2024: $79,819Liabilities 2024: $0Net Assets 2024: $79,8192024

Highlighted filing

2024

Assets$79,819
Liabilities$0
Net Assets$79,819
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $7,7932011Expenses 2012: $8,1682012Revenue 2013: $1,824Expenses 2013: $7,079Net Income 2013: -$5,2552013Revenue 2017: $907Expenses 2017: $2,050Net Income 2017: -$1,1432017Revenue 2018: $458Expenses 2018: $1,309Net Income 2018: -$8512018Revenue 2019: $310Expenses 2019: $1,999Net Income 2019: -$1,6892019Revenue 2020: $332Expenses 2020: $1,255Net Income 2020: -$9232020Revenue 2021: $198Expenses 2021: $2,554Net Income 2021: -$2,3562021Revenue 2022: $171Expenses 2022: $1,285Net Income 2022: -$1,1142022Revenue 2023: $372Expenses 2023: $1,031Net Income 2023: -$6592023Revenue 2024: $260Expenses 2024: $1,905Net Income 2024: -$1,6452024

Highlighted filing

2024

Revenue$260
Expenses$1,905
Net Income-$1,645
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$79,819
Liabilities
$0
Net assets
$79,819
Revenue
$260
Expenses
$1,905
Net income
-$1,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$0.26$1.91$1.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.7$0.00$79.7$0.37$1.03$0.66
2022Detailed filing. Detailed filing data is available for this year.$80.5$0.00$80.5$0.17$1.29$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.4$0.00$78.4$0.20$2.55$2.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.6$0.00$78.6$0.33$1.26$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.6$0.00$73.6$0.31$2.00$1.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.0$0.00$75.0$0.46$1.31$0.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.5$0.00$71.5$0.91$2.05$1.14
2013Detailed filing. Detailed filing data is available for this year.$84.8$0.06$84.8$1.82$7.08$5.26
2012Detailed filing. Detailed filing data is available for this year.$62.8$0.06$62.7$8.17
2011Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$7.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R TRUOGTrustee-$0--
DAVID MCKEETrustee-$0--
J MARTIN ERBAUGHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Anna Randle Truog Memorial
EIN
34-6696528
Phone
3302218547
Address
3501 THORNBURY LANE, BONITA SPRINGS, FL 34134

Signing Officer

Name
William R Truog
Title
Trustee
Phone
3302218547
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
London Financial Group LLC
Address
3681 GREEN RD STE 300, BEACHWOOD, OH 44122
Preparer
Nancy Ketzak
Phone
2164642100
Raw XML Appendix267 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445208
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01895
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07550
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0900
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07595
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt021059
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHARLES SCHWAB & CO INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt021107
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt030992
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01770
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET CAPITAL GAIN
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R TRUOG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03302218547
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA RANDLE TRUOG MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0346696528
ReturnHeader/Filer/PhoneNum03302218547
ReturnHeader/Filer/USAddress/AddressLine1Txt03501 THORNBURY LANE
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034134
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461588573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONDON FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03681 GREEN RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02164642100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY KETZAK
ReturnHeader/ReturnTs02025-11-05T10:58:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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