Civic Intelligence

The Annexstad Family Foundation

EIN 41-1975043 • Alpharetta, GA

209 N EsplanadeAlpharetta, GA 30009
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.03x

Higher debt load relative to revenue than 25% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

37th percentile

0.8%

Higher net margin than 37% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$222,079

Higher top officer pay than 50% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

65%

Faster revenue growth than 85% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$31,208,872

Up $2,983,340 (+11%) from 2023

Liabilities

Up

$99,653

Up $23,306 (+31%) from 2023

Net Assets

Up

$31,109,219

Up $2,960,034 (+11%) from 2023

Revenue

Up

$3,694,282

Up $1,459,033 (+65%) from 2023

Expenses

Down

$3,664,185

Down $574,984 (-14%) from 2023

Net Income

Up

$30,097

Up $2,034,017 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $9,424,520Liabilities 2010: $02010Assets 2011: $11,770,901Liabilities 2011: $02011Assets 2012: $15,700,177Liabilities 2012: $02012Assets 2013: $19,180,168Liabilities 2013: $02013Assets 2014: $27,014,778Liabilities 2014: $3,5132014Assets 2015: $25,684,334Liabilities 2015: $13,9172015Assets 2019: $20,981,100Liabilities 2019: $29,817Net Assets 2019: $20,951,2832019Assets 2020: $28,512,251Liabilities 2020: $14,575Net Assets 2020: $28,497,6762020Assets 2021: $32,209,769Liabilities 2021: $47,552Net Assets 2021: $32,162,2172021Assets 2022: $26,274,563Liabilities 2022: $70,936Net Assets 2022: $26,203,6272022Assets 2023: $28,225,532Liabilities 2023: $76,347Net Assets 2023: $28,149,1852023Assets 2024: $31,208,872Liabilities 2024: $99,653Net Assets 2024: $31,109,2192024

Latest loaded filing

2024

Assets$31,208,872
Liabilities$99,653
Net Assets$31,109,219

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $1,936,621Expenses 2010: $842,388Net Income 2010: $1,094,2332010Revenue 2011: $4,433,511Expenses 2011: $1,053,546Net Income 2011: $3,379,9652011Revenue 2012: $6,396,192Expenses 2012: $1,485,721Net Income 2012: $4,910,4712012Revenue 2013: $6,846,268Expenses 2013: $2,007,832Net Income 2013: $4,838,4362013Revenue 2014: $11,505,581Expenses 2014: $2,780,001Net Income 2014: $8,725,5802014Revenue 2015: $1,860,325Expenses 2015: $3,228,918Net Income 2015: -$1,368,5932015Revenue 2019: $1,907,126Expenses 2019: $2,312,603Net Income 2019: -$405,4772019Revenue 2020: $1,279,171Expenses 2020: $3,284,787Net Income 2020: -$2,005,6162020Revenue 2021: $2,870,252Expenses 2021: $2,815,336Net Income 2021: $54,9162021Revenue 2022: $2,527,673Expenses 2022: $3,079,769Net Income 2022: -$552,0962022Revenue 2023: $2,235,249Expenses 2023: $4,239,169Net Income 2023: -$2,003,9202023Revenue 2024: $3,694,282Expenses 2024: $3,664,185Net Income 2024: $30,0972024

Latest loaded filing

2024

Revenue$3,694,282
Expenses$3,664,185
Net Income$30,097

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 25, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTI ANNEXSTADExecutive Director/CFOFT$222,079-$222,079
MAGGIE MARINOVICHOfficer/ Marketing ManagerFT$85,700-$85,700
SHANE ANNEXSTADOfficer-$0--
CATHERINE C ANNEXSTADPresident-$0--
TOM ANNEXSTADVice President-$0--
MORGAN MARINOVICHTreasurer-$0--
MACKENZI MARINOVICHSecretary-$0--
BLAKE ANNEXSTADOfficer-$0--
KACI ANNEXSTADOfficer-$0--
KAREN ANNEXSTADOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF NOTRE DAMESCHOLARSHIP-NOTRE DAME, IN, US$1,000,000
Paid GrantUNIVERSITY OF GEORGIASCHOLARSHIP-ATHENS, GA, US$308,914
Paid GrantINDIANA UNIVERSITY FOUNDATIONSCHOLARSHIP-BLOOMINGTON, IN, US$80,000
Paid GrantUNIVERSITY OF MISSISSIPPISCHOLARSHIP-OXFORD, MS, US$75,270
Paid GrantCLEMSON UNIVERSITY FOUNDATIONSCHOLARSHIP-CLEMSON, SC, US$75,000
Paid GrantGONZAGA UNIVERSITYSCHOLARSHIP-SPOKANE, WA, US$60,000
Paid GrantTHE GOLDIE FOUNDATIONSCHOLARSHIP-CHICAGO, IL, US$60,000
Paid GrantUNIVERSITY OF ST THOMASSCHOLARSHIP-ST PAUL, MN, US$60,000
Paid GrantVANDERBILT UNIVERSITYSCHOLARSHIP-NASHVILLE, TN, US$56,250
Paid GrantGUSTAVUS ADOLPHUS COLLEGESCHOLARSHIP-SAINT PETER, MN, US$55,000
Paid GrantSTANFORD UNIVERSITYSCHOLARSHIP-STANFORD, CA, US$55,000
Paid GrantEMORY UNIVERSITYSCHOLARSHIP-ATLANTA, GA, US$50,000
Paid GrantPRESIDENT AND FELLOWS OF HARVARD COLLEGESCHOLARSHIP-CAMBRIDGE, MA, US$50,000
Paid GrantSOUTHERN METHODIST UNIVERSITYSCHOLARSHIP-DALLAS, TX, US$50,000
Paid GrantUNIVERSITY OF CALIFORNIA BERKELEYSCHOLARSHIP-BERKELEY, CA, US$50,000
Paid GrantUNIVERSITY OF CHICAGOSCHOLARSHIP-CHICAGO, IL, US$50,000
Paid GrantUNIVERSITY OF MICHIGANSCHOLARSHIP-EAST LANSING, MI, US$50,000
Paid GrantUNIVERSITY OF REDLANDSSCHOLARSHIP-REDLANDS, CA, US$50,000
Paid GrantWASHINGTON UNIVERSITYSCHOLARSHIP-ST LOUIS, MO, US$50,000
Paid GrantYALE UNIVERSITYSCHOLARSHIP-NEW HAVEN, CT, US$50,000
Paid GrantTHE GEORGIA TECH FOUNDATIONSCHOLARSHIP-ATLANTA, GA, US$47,500
Paid GrantGEORGETOWN UNIVERSITYSCHOLARSHIP-WASHINGTON, DC, US$45,500
Paid GrantBOSTON COLLEGESCHOLARSHIP-CHESTNUT HILL, MA, US$45,000
Paid GrantDUKE UNIVERSITYSCHOLARSHIP-DURHAM, NC, US$45,000
Paid GrantHIGH POINT UNIVERSITYSCHOLARSHIP-HIGH POINT, NC, US$45,000
Paid GrantNORTH DAKOTA STATE UNIVERSITYSCHOLARSHIP-FARGO, ND, US$45,000
Paid GrantMINNESOTA STATE UNIVERSITY MANKATOSCHOLARSHIP-MANKATO, MN, US$44,000
Paid GrantSANTA CLARA UNIVERSITYSCHOLARSHIP-SANTA CLARA, CA, US$43,750
Paid GrantMICHIGAN TECHNOLOGICAL UNIVERSITYSCHOLARSHIP-HOUGHTON, MI, US$40,000
Paid GrantPOMONA COLLEGESCHOLARSHIP-CLAREMONT, CA, US$40,000
Paid GrantWINONA STATE UNIVERSITYSCHOLARSHIP-WINONA, MN, US$40,000
Paid GrantTEXAS CHRISTIAN UNIVERSITYSCHOLARSHIP-FORT WORTH, TX, US$35,000
Paid GrantBETHEL UNIVERSITYSCHOLARSHIP-ST PAUL, MN, US$32,450
Paid GrantCOLLEGE OF SAINT BENEDICTSCHOLARSHIP-ST JOSEPH, MN, US$30,000
Paid GrantHOLY CROSS COLLEGESCHOLARSHIP-WORCESTER, MA, US$29,165
Paid GrantCARLETON COLLEGESCHOLARSHIP-NORTHFIELD, MN, US$28,332
Paid GrantGEORGIA STATE UNIVERSITY FOUNDATION INCSCHOLARSHIP-ATLANTA, GA, US$25,000
Paid GrantHARVARD UNIVERSITYSCHOLARSHIP-CAMBRIDGE, MA, US$25,000
Paid GrantUNIVERSITY OF WISCONSINSCHOLARSHIP-MADISON, WI, US$25,000
Paid GrantWESTERN CAROLINA UNIVERSITYSCHOLARSHIP-CULLOWHEE, NC, US$25,000
Paid GrantSAINT JOHN'S UNIVERSITYSCHOLARSHIP-COLLEGEVILLE, MN, US$20,000
Paid GrantTHE COLLEGE OF THE DESERT FOUNDATIONSCHOLARSHIP-PALM DESERT, CA, US$16,000
Paid GrantHILLSDALE COLLEGESCHOLARSHIP-HILLSDALE, MI, US$15,000
Paid GrantCLAREMONT MCKENNA COLLEGESCHOLARSHIP-CLAREMONT, CA, US$12,500
Paid GrantUNIVERSITY OF PORTLANDSCHOLARSHIP-PORTLAND, OR, US$12,500
Paid GrantCLAYTON STATE UNIVERSITYSCHOLARSHIP-MORROW, GA, US$10,000
Paid GrantCSUSB PHILANTHROPIC FOUNDATIONSCHOLARSHIP-SAN BERNADINO, CA, US$10,000
Paid GrantNORTHERN MICHIGAN UNIVERSITY FOUNDATIONSCHOLARSHIP-MARQUETTE, MI, US$6,771
Paid GrantUNIVERSITY OF ALABAMASCHOLARSHIP-TUSCALOOSA, AL, US$6,250
Paid GrantBRENAU UNIVERSITYSCHOLARSHIP-GAINESVILLE, GA, US$5,000
Paid GrantRABUN COUNTY HIGH SCHOOLSCHOLARSHIP-TIGER, GA, US$5,000
Paid GrantUNIVERSITY OF FLORIDASCHOLARSHIP-GAINESVILLE, FL, US$5,000
Paid GrantUNIVERSITY OF MINNESOTA FOUNDATIONSCHOLARSHIP-MINNEAPOLIS, MN, US$3,066
Paid GrantHORATIO ALGER ASSOCIATIONUNDERPAYMENT RECAPTURE-ALEXANDRIA, VA, US$2,065
Filing and Contact Details

Filer

Filer Name
The Annexstad Family Foundation
EIN
41-1975043
Phone
6125582007
Address
209 N ESPLANADE, ALPHARETTA, GA 30009

Signing Officer

Name
Patti Annexstad
Title
Executive Director
Phone
6125582007
Signed
2026-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Advisory LLC
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22F N M A PARTN CERT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25F N M A PARTN CERT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31F N M A PARTN CERT UMBS
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