Civic Intelligence

Jeffrey R Anderson Charitable Foundation

EIN 36-4332915 • Rockford, IL

330 Spring Creek RdRockford, IL 61107-1035
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

43%

Faster revenue growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,909,013

Down $29,616 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,909,013

Down $29,616 (-1.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin20th percentile

Revenue

Down

$161,427

Down $68,500 (-30%) from 2023

Expenses

Down

$191,043

Down $21,858 (-10%) from 2023

Net Income

Down

-$29,616

Down $46,642 (-274%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,928,443Liabilities 2020: $0Net Assets 2020: $1,928,4432020Assets 2021: $2,067,067Liabilities 2021: $0Net Assets 2021: $2,067,0672021Assets 2022: $1,953,161Liabilities 2022: $0Net Assets 2022: $1,953,1612022Assets 2023: $1,938,629Liabilities 2023: $0Net Assets 2023: $1,938,6292023Assets 2024: $1,909,013Liabilities 2024: $0Net Assets 2024: $1,909,0132024

Highlighted filing

2024

Assets$1,909,013
Liabilities$0
Net Assets$1,909,013
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$200K$0-$200KRevenue 2020: $144,150Expenses 2020: $139,322Net Income 2020: $4,8282020Revenue 2021: $288,231Expenses 2021: $149,607Net Income 2021: $138,6242021Revenue 2022: $78,726Expenses 2022: $192,632Net Income 2022: -$113,9062022Revenue 2023: $229,927Expenses 2023: $212,901Net Income 2023: $17,0262023Revenue 2024: $161,427Expenses 2024: $191,043Net Income 2024: -$29,6162024

Highlighted filing

2024

Revenue$161,427
Expenses$191,043
Net Income-$29,616
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,909,013
Liabilities
$0
Net assets
$1,909,013
Revenue
$161,427
Expenses
$191,043
Net income
-$29,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.16$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.23$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.08$0.19$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.29$0.15$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.14$0.14$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY R ANDERSONPresident & Director-$0--
JOHN R ANDERSONVice Pres, Secretary, Director-$0--
KRISTIN L PECORATreasurer & Director-$0--
TRACY E FITZGERALDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jeffrey R Anderson Charitable Foundation
EIN
36-4332915
Phone
8156377622
Address
330 SPRING CREEK RD, ROCKFORD, IL 61107-1035

Signing Officer

Name
Jeffrey R Anderson
Title
President & Director
Phone
8156377622
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
Rachelle Jeselnik
Phone
3122071040
Raw XML AppendixShowing 400 of 953 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.

Path#Value
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRS REGULATION 53.4942(A)-3(D)(2), I, JEFFREY R. ANDERSON, A FOUNDATION MANAGER WITHIN THE MEANING OF IRC SECTION 4946(B)(1), HEREBY ELECTS TO TREAT $1,926 OF THE REMAINING QUALIFYING DISTRIBUTIONS WHICH ARE NOT DEEMED MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATE PRECEDING TAXABLE YEAR AS MADE OUT OF THE UNDISTRBUTED INCOME FOR THE PRIOR TAXABLE YEAR ENDING DECEMBER 31, 2011.____________________________________________JEFFREY R. ANDERSON, FOUNDATION MANAGER____________________________________________ DATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01883824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ANDERSON FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03418480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt058440
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt066881
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ORDINARY INCOME/LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ORDINARY LOSS - UBTI
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0159550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt025116
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt058440
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-29616
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt066881
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt03831
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03831
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0105596
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-71
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027224
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt011735
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010990
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0405
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM - ANDERSON FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM - ANDERSON FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECTION 1231 - ANDERSON FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31256 STRADDLE GAIN - ANDERSON FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SALE OR EXCHANGE OF QSB STOCK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JEFFREY R ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN R ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KRISTIN L PECORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TRACY E FITZGERALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES, SECRETARY, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0330 SPRING CREEK ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2330 SPRING CREEK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3330 SPRING CREEK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROCKFORD
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0159555
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALLIANCE DEFENDING FREEDOM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TRUE THE VOTE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ANDERSON JAPANESE GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7TURNING POINT USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8YOUNG AMERICA'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LEADERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10ANDERSON JAPANESE GARDENS

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