Civic Intelligence

L & N Andreas Foundation

990PF • Fiscal year 2019 • EIN 36-3382956

Dec 01, 2018 to Nov 30, 2019 • Filed on Apr 14, 2020

PO Box 3584 Andreas OfficeMankato, MN 56002-3584

(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.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

1st percentile

-0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

60th percentile

7.0%

Faster asset growth than 60% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

74%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$33,117,427

Up $2,161,035 (+7.0%) from 2018

Net Assets

Up

$33,122,901

Up $2,147,655 (+6.9%) from 2018

Liabilities

Up

-$5,474

Up $13,380 (+71%) from 2018

Revenue

Up

$3,851,295

Up $1,635,666 (+74%) from 2018

Expenses

Up

$4,282,875

Up $1,819,146 (+74%) from 2018

Net Income

Down

-$431,580

Down $183,480 (-74%) from 2018

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

2019

Assets$33,117,427
Liabilities-$5,474
Net Assets$33,122,901

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

2019

Revenue$3,851,295
Expenses$4,282,875
Net Income-$431,580
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Apr 14, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREAS LEEPresident & Secretary-$0--
JACOB ANDREASVice President, Treasurer-$0--
CAYMAN CAMPBELLTrustee-$0--
JASON LEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
L & N Andreas Foundation
EIN
36-3382956
Phone
5073451233
Address
PO BOX 3584 ANDREAS OFFICE, MANKATO, MN 56002-3584

Signing Officer

Name
Andreas Lee
Title
President
Phone
5073451233
Signed
2020-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Dean Wuebker
Address
PO BOX 3584, MANKATO, MN 56002-3584
Preparer
Dean Wuebker
Phone
5073451233
Raw XML AppendixShowing 400 of 3,993 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE GRANTOR NO PART HAS BEEN DIVERTED FROM ITS PURPOSE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0NCVO (NATIONAL COUNCIL OF VOLUNTARY ORGANIZATIONS)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0FINAL REPORT APRIL 12, 2020
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0L & N ANDREAS FOUNDATION REVIEWED THE GRANT REPORT ON APRIL 12 2020 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)).
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 REG 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, PURSUANT TO TREASURY REGULATIONS SECTIONS 1.170A-9(H) AND 53.4942(A)-3(C)(2), TO TREAT DISTRIBUTIONS OF $3,273,624 (100% OF THE VALUE OF ALL CONTRIBUTIONS RECEIVED IN CURRENT FISCAL YEAR) AS DISTRIBUTIONS OUT OF CORPUS. ACCORDINGLY, THE FOUNDATION HAS SATISFIED THE REDISTRIBUTION REQUIREMENT UNDER INTERNAL REVENUE CODE SECTION 170(B)(1)(F) TO QUALIFY AS A CONDUIT FOUNDATION FOR THE YEAR ENDING 11/30/2019. AS A RESULT, THE DONOR'S DONATION OF QUALIFIED APPRECIATED STOCK WILL BE SUBJECT TO A 30% OF ADJUSTED GROSS INCOME LIMITATION ON HIS 2018 FORM 1040.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT 2015 $478,070 2016 $797,694 2017 $521,387 2018 $1,476,473
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CISCO SYSTEMS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DELTA AIR LINES INCORPORATED DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EATON VANCE SHORT DURATION GOVT INCOME FUND CLASS I N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EATON VANCE ATLANTA CAPITAL SMID CAP FUND CLASS I N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FRANKLIN GOLD & PRECIOUS METALS FUND ADVISOR CLASS N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIRST TRUST RICHARD BERNSTEIN TS AM INDST REN 2019-1 TERM 06/11/2021 REINV F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FRANKLIN BIOTECHNOLOGY DISCOVERY FD ADVISOR CLASS N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GABELLI DIVD & INCOME TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SPDR GOLD SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GUGGENHEIM ENHANCED EQUITY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HANNON ARMSTRONG SUST INFR CAP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VOYA ASIA PAC DIVID EQUITY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36INTERNATIONAL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES TR CORE S&P MCP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES TR S&P MC 400GR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES TR SP SMCP600VL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES TR CORE S&P500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES TR S&P 500 GRWT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES TR RUS MD CP GR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44JPMORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LAZARD GLB TTL RET&INCM FD INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LOOMIS SAYLES GLOBAL ALLOCATION FUND CLASS Y N/L -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47BLACKROCK LATIN AMERICA FUND INST CLASS N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EQUINOX MUTUALHEDGE FUTURES STRATEGY FUND CLASS I N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MICRON TECHNOLOGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MFS GLOBAL EQUITY FUND CLASS I N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MYLAN N V SHS EURO (NETHERLANDS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NORFOLK SOUTHERN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INVESCO OPPENHEIMER DEVELOPING MARKETS FUND FUND CLASS Y N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INVESCO OPPENHEIMER GOLD & SPECIAL MINERALS FD CL Y N/L
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PIMCO ALL ASSET ALL AUTHORITY FUND CLASS I2 N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PCM FUND INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PEPSICO INCORPORATED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND CLASS I2 N/L
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SPIRIT AIRLS INCORPORATED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72AT&T INCORPORATED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TEMPLETON GLOBAL SMALLER COMPANIES FD ADVISOR CLASS N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76THORNBURG DEVELOPING WORLD FUND CLASS I N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THORNBURG LIMITED TERM INCOME FUND CLASS I N/L
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNILEVER PLC SPON ADR NEW (UNITED KINGDOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80UNITED TECHNOLOGIES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VODAFONE GROUP PLC NEW SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VERIZON COMMUNICATIONS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WILLIAM BLAIR MACRO ALLOCATION FUND CLASS I N/L
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0154784
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01482699
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0528565
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04214400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04214400

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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