Civic Intelligence

David and Carol Anderson Family Foundation

990PF • Fiscal year 2016 • EIN 39-6728797

Jan 01, 2016 to Dec 31, 2016 • Filed on May 19, 2017

Organization Profile
625 Park CircleElm Grove, WI 53122

(262) 439-8161

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

3.9%

Faster asset growth than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$28,674

Up $1,069 (+3.9%) from 2015

Net Assets

Up

$28,674

Up $1,069 (+3.9%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin61st percentile

Revenue

Up

$13,537

Up $4,470 (+49%) from 2015

Expenses

Down

$12,468

Down $4,522 (-27%) from 2015

Net Income

Up

$1,069

Up $8,992 (+113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$80K$60K$40K$20K$0Assets 2011: $63,633Liabilities 2011: $0Net Assets 2011: $63,6332011Assets 2012: $59,998Liabilities 2012: $0Net Assets 2012: $59,9982012Assets 2013: $45,950Liabilities 2013: $1Net Assets 2013: $45,9502013Assets 2014: $35,528Liabilities 2014: $1Net Assets 2014: $35,5282014Assets 2015: $27,605Liabilities 2015: $1Net Assets 2015: $27,6052015Assets 2016: $28,674Liabilities 2016: $0Net Assets 2016: $28,6742016Assets 2017: $28,910Liabilities 2017: $0Net Assets 2017: $28,9102017Assets 2018: $24,448Liabilities 2018: $0Net Assets 2018: $24,4482018Assets 2019: $28,237Liabilities 2019: $1Net Assets 2019: $28,2372019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$28,674
Liabilities$0
Net Assets$28,674
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$40K$20K$0-$20K-$40KExpenses 2011: $12,5902011Expenses 2012: $10,6352012Revenue 2013: -$1,330Expenses 2013: $12,718Net Income 2013: -$14,0482013Revenue 2014: $5,118Expenses 2014: $15,540Net Income 2014: -$10,4222014Revenue 2015: $9,067Expenses 2015: $16,990Net Income 2015: -$7,9232015Revenue 2016: $13,537Expenses 2016: $12,468Net Income 2016: $1,0692016Revenue 2017: $16,003Expenses 2017: $15,767Net Income 2017: $2362017Revenue 2018: $8,010Expenses 2018: $12,472Net Income 2018: -$4,4622018Revenue 2019: $15,229Expenses 2019: $11,440Net Income 2019: $3,7892019Revenue 2020: $43Expenses 2020: $28,280Net Income 2020: -$28,2372020

Highlighted filing

2016

Revenue$13,537
Expenses$12,468
Net Income$1,069
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R ANDERSONTrustee-$0--
CAROL A ANDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David & Carol Anderson Foundation
EIN
39-6728797
Phone
2624398161
Address
625 PARK CIRCLE, ELM GROVE, WI 53122

Signing Officer

Name
David R Anderson
Title
Trustee
Signed
2017-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Putterman & Watchmaker Ltd
Address
6290 N PORT WASHINGTON RD SUITE 100, MILWAUKEE, WI 53217-4908
Preparer
Sharon Mumm
Phone
4149641669
Raw XML Appendix349 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/RecipientPersonNm3MARQUETTE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MILWAUKEE ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5MILWAUKEE SCHOOL OF ENGINEERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6PARTNER'S WITH YOUTH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SPECIAL OLYMPICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9ST MATTHEWS LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10WHITEWATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11WAR MEMORIAL CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24545 N 92ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31250 W WISCONSIN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 N MUSEUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51025 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 26183
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10800 WEST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11750 N LINCOLN MEMORIAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WAUWATOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WAUWATOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10WHITEWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd953213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1053190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1153202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011568
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/AppliedToCurrentYearAmt01539
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010514
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010514
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058426
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09346
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012468
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010929
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068940
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058011
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID AND CAROL ANDERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0625 PARK CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ELM GROVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053122
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID & CAROL ANDERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0396728797
ReturnHeader/Filer/PhoneNum02624398161
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 PARK CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ELM GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054963453F3215666BFD300A635D585E91D282B26
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A03BB5A9354875E9F130584A21D5C059CC7EB324
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391687359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PUTTERMAN & WATCHMAKER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06290 N PORT WASHINGTON RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532174908
ReturnHeader/PreparerPersonGrp/PhoneNum04149641669
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON MUMM
ReturnHeader/ReturnTs02017-05-19T13:02:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,674
Liabilities
$0
Net assets
$28,674
Revenue
$13,537
Expenses
$12,468
Net income
$1,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$28.3$28.2
2019Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$15.2$11.4$3.79
2018Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$8.01$12.5$4.46
2017Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$16.0$15.8$0.24
2016Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$13.5$12.5$1.07
2015Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$9.07$17.0$7.92
2014Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$5.12$15.5$10.4
2013Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$1.33$12.7$14.0
2012Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$10.6
2011Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$12.6
Peer Organizations

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