Civic Intelligence

Anna Fertic Foundation Inc.

990PF • Fiscal year 2023 • EIN 59-3096507

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 18, 2025

PO Box 621171Oviedo, FL 32762-1171

(407) 349-9734

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

7.68x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-120%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-5.7%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

50%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,462,045

Down $88,841 (-5.7%) from 2022

Net Assets

Down

$1,193,429

Down $42,127 (-3.4%) from 2022

Liabilities

Down

$268,616

Down $46,714 (-15%) from 2022

Revenue

Up

$34,968

Up $11,708 (+50%) from 2022

Expenses

Down

$77,095

Down $30,129 (-28%) from 2022

Net Income

Up

-$42,127

Up $41,837 (+50%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,352,812Liabilities 2010: $144,5422010Assets 2011: $1,363,649Liabilities 2011: $160,6592011Assets 2012: $1,334,155Liabilities 2012: $122,9682012Assets 2013: $1,355,724Liabilities 2013: $130,8182013Assets 2014: $1,325,992Liabilities 2014: $125,0282014Assets 2018: $1,469,279Liabilities 2018: $180,2812018Assets 2019: $1,680,258Liabilities 2019: $350,9782019Assets 2022: $1,550,886Liabilities 2022: $315,330Net Assets 2022: $1,235,5562022Assets 2023: $1,462,045Liabilities 2023: $268,616Net Assets 2023: $1,193,4292023Assets 2024: $1,448,109Liabilities 2024: $237,917Net Assets 2024: $1,210,1922024

Highlighted filing

2023

Assets$1,462,045
Liabilities$268,616
Net Assets$1,193,429

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $110,086Expenses 2010: $87,476Net Income 2010: $22,6102010Revenue 2011: $92,165Expenses 2011: $96,444Net Income 2011: -$4,2792011Revenue 2012: $85,237Expenses 2012: $77,040Net Income 2012: $8,1972012Revenue 2013: $73,018Expenses 2013: $59,300Net Income 2013: $13,7182013Revenue 2014: $53,230Expenses 2014: $77,172Net Income 2014: -$23,9422014Revenue 2018: $42,672Expenses 2018: $37,051Net Income 2018: $5,6212018Revenue 2019: $51,525Expenses 2019: $11,241Net Income 2019: $40,2842019Revenue 2022: $23,260Expenses 2022: $107,224Net Income 2022: -$83,9642022Revenue 2023: $34,968Expenses 2023: $77,095Net Income 2023: -$42,1272023Revenue 2024: $88,221Expenses 2024: $71,458Net Income 2024: $16,7632024

Highlighted filing

2023

Revenue$34,968
Expenses$77,095
Net Income-$42,127
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 18, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clay P CossaboomVPPT$500-$500
Shirley R PickfordPresidentPT$0--
JOHN J AsendorfVPPT$0--
Filing and Contact Details

Filer

Filer Name
Anna Fertic Foundation Inc
EIN
59-3096507
Phone
4073499734
Address
PO BOX 621171, OVIEDO, FL 32762-1171

Signing Officer

Name
Shirley R Pickford Pickford
Title
Dr. retired C.P.A.
Signed
2025-01-18
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IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0111147
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0721740
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0679613
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0225714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0203521
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01550886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01462045
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0315330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0268616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01550886
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01462045
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01235556
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01193429
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0119194
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018361
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030833
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01788
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt070000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05870
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0117406
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0119194
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.15
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Shirley R Pickford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN J Asendorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Clay P Cossaboom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0po box 62 1171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1p o box 62-1171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2po box 2573
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Oviedo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Oviedo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Oviedo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232762
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt077095
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt020000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt097095
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Integrated Financial Services Intl
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03648 N CR 426
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Geneva
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032732
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04073499734
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Delay in billing due to IDALIA Hurricane which caused massive flooding massive damage to land that foundation owns,and general loss vital facilities. Work was completed on research culminating in awarding of scholarship award of $25,000 to Valencia College. Billing done in 2024 and 2025. Also a good amount of work was done to repair the damage to the land.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Delay in billing due to IDALIA Hurricane which caused massive flooding and loss of vital facilities that the foundation owns.. Work was completed on research culminating in awarding of scholarship award of $25,000 to Seminole State College. Billing done in 2024 and 2025.Also a good amount of work was done to repair the damage to the land.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0Research into the revenue and expenses of several colleges and universities because some have excessive expenses and charges which result in less monies being used for scholarships. Billing was delayed due to Hurricane Idalia which caused massive damage to essential facilities from which we are still recovering in 2024. Also once in hundred damage to much of land that Foundation owns. The damage has delayed the disposal of almost all the land as even in 2025 water still very high. The most expensive land on lake has still not drained. so that monies are more restricted for scholarships. Estimate on cost
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt020000
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt020000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To award scholarships as per contract with College to individuals who meet specific requirements
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Cash grants to students who meet certain requirements to assist in educationo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Seminole State College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Valencia State College

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