Civic Intelligence

L & N Andreas Foundation

990PF • Fiscal year 2014 • EIN 36-3382956

Dec 01, 2013 to Nov 30, 2014 • Filed on Jan 12, 2015

PO Box 3584 Andreas Office56002-3584

(507) 345-1233

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

37th percentile

1.1%

Faster asset growth than 37% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$32,298,370

Up $359,969 (+1.1%) from 2013

Net Assets

Up

$32,302,325

Up $382,666 (+1.2%) from 2013

Liabilities

Down

-$3,955

Down $22,697 (-121%) from 2013

Revenue

$2,155,525

No earlier filing loaded for comparison.

Expenses

Down

$1,772,859

Down $313,400 (-15%) from 2013

Net Income

$382,666

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0-$10MAssets 2010: $30,514,527Liabilities 2010: $19,044Net Assets 2010: $30,495,4832010Assets 2011: $30,849,035Liabilities 2011: $2,701Net Assets 2011: $30,846,3342011Assets 2013: $31,938,401Liabilities 2013: $18,742Net Assets 2013: $31,919,6592013Assets 2014: $32,298,370Liabilities 2014: -$3,955Net Assets 2014: $32,302,3252014Assets 2015: $31,690,462Liabilities 2015: $23,732Net Assets 2015: $31,666,7302015Assets 2016: $31,682,801Liabilities 2016: -$4,621Net Assets 2016: $31,687,4222016Assets 2017: $31,203,547Liabilities 2017: -$19,799Net Assets 2017: $31,223,3462017Assets 2018: $30,956,392Liabilities 2018: -$18,854Net Assets 2018: $30,975,2462018Assets 2019: $33,117,427Liabilities 2019: -$5,474Net Assets 2019: $33,122,9012019Assets 2020: $33,092,311Liabilities 2020: $37,967Net Assets 2020: $33,054,3442020Assets 2021: $33,212,180Liabilities 2021: $1,913Net Assets 2021: $33,210,2672021Assets 2022: $33,251,783Liabilities 2022: $7,277Net Assets 2022: $33,244,5062022Assets 2023: $32,695,350Liabilities 2023: $8,458Net Assets 2023: $32,686,8922023Assets 2024: $32,723,835Liabilities 2024: $49,922Net Assets 2024: $32,673,9132024Assets 2025: $34,757,537Liabilities 2025: $140,610Net Assets 2025: $34,616,9272025

Highlighted filing

2014

Assets$32,298,370
Liabilities-$3,955
Net Assets$32,302,325

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,420,8262010Expenses 2011: $2,183,7732011Expenses 2013: $2,086,2592013Revenue 2014: $2,155,525Expenses 2014: $1,772,859Net Income 2014: $382,6662014Revenue 2015: $1,672,262Expenses 2015: $2,307,857Net Income 2015: -$635,5952015Revenue 2016: $2,669,546Expenses 2016: $2,648,854Net Income 2016: $20,6922016Revenue 2017: $2,217,525Expenses 2017: $2,681,601Net Income 2017: -$464,0762017Revenue 2018: $2,215,629Expenses 2018: $2,463,729Net Income 2018: -$248,1002018Revenue 2019: $3,851,295Expenses 2019: $4,282,875Net Income 2019: -$431,5802019Revenue 2020: $2,543,634Expenses 2020: $2,612,191Net Income 2020: -$68,5572020Revenue 2021: $2,578,648Expenses 2021: $2,422,725Net Income 2021: $155,9232021Revenue 2022: $1,938,888Expenses 2022: $1,904,649Net Income 2022: $34,2392022Revenue 2023: $1,966,457Expenses 2023: $2,524,071Net Income 2023: -$557,6142023Revenue 2024: $2,065,609Expenses 2024: $2,078,588Net Income 2024: -$12,9792024Revenue 2025: $4,231,871Expenses 2025: $2,288,857Net Income 2025: $1,943,0142025

Highlighted filing

2014

Revenue$2,155,525
Expenses$1,772,859
Net Income$382,666
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREAS LEEPresident & Secretary-$0--
DAVID ANDREASV.P. & Treas-$0--
CAYMAN CAMPBELLTrustee-$0--
JASON LEETrustee-$0--
Filing and Contact Details

Filer

EIN
36-3382956
Phone
5073451233

Signing Officer

Name
Andreas Lee
Title
President
Phone
5073451233
Signed
2015-01-12
Discuss with paid preparer
Yes

Preparer

Preparer
Dean Wuebker
Phone
5073451233
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine10NCVO (NATIONAL COUNCIL OF VOLUNTARY ORGANIZATIONS)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0FINAL REPORT NOVEMBER 11, 2014
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine10PO BOX 1140 GT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/Country0CJ
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02014-05-20
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0L & N ANDREAS FOUNDATION REVIEWED THE GRANT REPORT ON NOVEMBER 11, 2014 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990 PF PART XV ITEM 3
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990 PF PART XIII UNDISTRIBUTED INCOME LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0GRANTS AND CONTRIBUTIONS FOUNDATION STATUS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1ELECTION UNDER REGULATIONS SECTION 53.4942 (A)-3(C)(2)(IV)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0990 PF PART XV ITEM 3 GRANTS AND CONTRIBUTIONS FOUNDATION STATUSALL RECIPIENTS OF GRANTS ARE PUBLIC CHARITIES, ORGANIZATIONS AS DESCRIBED IN SECTION 509 (A) (1), (2) OR (3). NONE ARE TYPE III ORGANIZATIONS. ALL DISTRIBUTIONS ARE QUALIFIED.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1ELECTION UNDER REGULATIONS SECTION 53.4942 (A)-3(C)(2)(IV)THE L & N ANDREAS FOUNDATION HEREBY ELECTS TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS $659,472. THE DISTRIBUTION WAS TREATED UNDER PARAGRAPH (D)(1)(III) OF SECTION 53.4942 (A)-3(C)(2)(IV) AS A DISTRIBUTION OUT OF CORPUS IN THE TAX YEARS ENDING DECEMBER 31, 2008.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NVIDIA CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89THORNBURG LIMITED TERM INCOME FUND CLASS A M/F
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0712685
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01441178
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0924
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt031952
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt042457
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01772859
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02154787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02155525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031952
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt074409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232010-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242013-12-12

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.8$0.14$34.6$4.23$2.29$1.94
2024Detailed filing. Detailed filing data is available for this year.$32.7$0.05$32.7$2.07$2.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$32.7$0.01$32.7$1.97$2.52$0.56
2022Detailed filing. Detailed filing data is available for this year.$33.3$0.01$33.2$1.94$1.90$0.03
2021Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$2.58$2.42$0.16
2020Detailed filing. Detailed filing data is available for this year.$33.1$0.04$33.1$2.54$2.61$0.07
2019Detailed filing. Detailed filing data is available for this year.$33.1$0.01$33.1$3.85$4.28$0.43
2018Detailed filing. Detailed filing data is available for this year.$31.0$0.02$31.0$2.22$2.46$0.25
2017Detailed filing. Detailed filing data is available for this year.$31.2$0.02$31.2$2.22$2.68$0.46
2016Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$2.67$2.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$31.7$0.02$31.7$1.67$2.31$0.64
2014Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$2.16$1.77$0.38
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.02$31.9$2.09
2011Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$2.18
2010Detailed filing. Detailed filing data is available for this year.$30.5$0.02$30.5$2.42