Civic Intelligence

Tracy E Anderson Charitable Foundation

EIN 36-4332916 • 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 2022

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

44%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,862,175

Down $27,865 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,862,175

Down $27,865 (-1.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin20th percentile

Revenue

Down

$158,114

Down $67,950 (-30%) from 2023

Expenses

Down

$185,979

Down $21,338 (-10%) from 2023

Net Income

Down

-$27,865

Down $46,612 (-249%) 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: $1,878,798Liabilities 2020: $0Net Assets 2020: $1,878,7982020Assets 2021: $2,013,852Liabilities 2021: $0Net Assets 2021: $2,013,8522021Assets 2022: $1,902,851Liabilities 2022: $0Net Assets 2022: $1,902,8512022Assets 2023: $1,890,040Liabilities 2023: $0Net Assets 2023: $1,890,0402023Assets 2024: $1,862,175Liabilities 2024: $0Net Assets 2024: $1,862,1752024

Highlighted filing

2024

Assets$1,862,175
Liabilities$0
Net Assets$1,862,175
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2020: $140,530Expenses 2020: $135,991Net Income 2020: $4,5392020Revenue 2021: $280,882Expenses 2021: $145,828Net Income 2021: $135,0542021Revenue 2022: $76,704Expenses 2022: $187,705Net Income 2022: -$111,0012022Revenue 2023: $226,064Expenses 2023: $207,317Net Income 2023: $18,7472023Revenue 2024: $158,114Expenses 2024: $185,979Net Income 2024: -$27,8652024

Highlighted filing

2024

Revenue$158,114
Expenses$185,979
Net Income-$27,865
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,862,175
Liabilities
$0
Net assets
$1,862,175
Revenue
$158,114
Expenses
$185,979
Net income
-$27,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.16$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.23$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.19$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.28$0.15$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.14$0.14$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

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

Filer

Filer Name
Tracy E Anderson Charitable Foundation
EIN
36-4332916
Phone
8156377622
Address
330 SPRING CREEK RD, ROCKFORD, IL 61107-1035

Signing Officer

Name
Tracy E Fitzgerald
Title
President & Director
Phone
8156377622
Signed
2025-10-24
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 1,005 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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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRS REGULATION 53.4942(A)-3(D)(2), I, TRACY E. FITZGERALD, A FOUNDATION MANAGER WITHIN THE MEANING OF IRC SECTION 4946(B)(1), HEREBY ELECTS TO TREAT $2,383 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.____________________________________________TRACY E. FITZGERALD, FOUNDATION MANAGER____________________________________________ DATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01836657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ANDERSON FUND LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRACY E FITZGERALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN R ANDERSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES, SECRETARY & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3330 SPRING CREEK ROAD
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