Civic Intelligence

Dale R & Judith Anderson Endowment Foundation

990PF • Fiscal year 2016 • EIN 64-6212107

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 06, 2017

Organization Profile
2497 S Greensburg RoadLiberty, MS 39645

(601) 657-8217

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

6th percentile

-126%

Higher net margin than 6% 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

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

64th percentile

8.5%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$234,725

Down $10,483 (-4.3%) from 2015

Net Assets

Down

$234,725

Down $10,483 (-4.3%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Up

$7,046

Up $553 (+8.5%) from 2015

Expenses

Up

$15,941

Up $9,466 (+146%) from 2015

Net Income

Down

-$8,895

Down $8,913 (-49517%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2011: $75,600Liabilities 2011: $02011Assets 2012: $109,755Liabilities 2012: $02012Assets 2013: $188,329Liabilities 2013: $02013Assets 2014: $256,190Liabilities 2014: $1Net Assets 2014: $256,1902014Assets 2015: $245,208Liabilities 2015: $1Net Assets 2015: $245,2082015Assets 2016: $234,725Liabilities 2016: $0Net Assets 2016: $234,7252016Assets 2017: $259,483Liabilities 2017: $0Net Assets 2017: $259,4832017Assets 2018: $253,535Liabilities 2018: $0Net Assets 2018: $253,5352018

Highlighted filing

2016

Assets$234,725
Liabilities$0
Net Assets$234,725
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$100K$50K$0-$50KRevenue 2011: $0Expenses 2011: $4,260Net Income 2011: -$4,2602011Revenue 2012: $0Expenses 2012: $6,845Net Income 2012: -$6,8452012Revenue 2013: $85,419Expenses 2013: $6,845Net Income 2013: $78,5742013Revenue 2014: $1,265Expenses 2014: $15,455Net Income 2014: -$14,1902014Revenue 2015: $6,493Expenses 2015: $6,475Net Income 2015: $182015Revenue 2016: $7,046Expenses 2016: $15,941Net Income 2016: -$8,8952016Revenue 2017: $12,569Expenses 2017: $14,504Net Income 2017: -$1,9352017Revenue 2018: $7,617Expenses 2018: $13,097Net Income 2018: -$5,4802018

Highlighted filing

2016

Revenue$7,046
Expenses$15,941
Net Income-$8,895
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE R ANDERSONTrustee-$0--
JUDITH ANDERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAmite School CorporationEducational Services501C3Liberty, MS, US$15,491
Filing and Contact Details

Filer

Filer Name
Dale R & Judith Anderson Endowment Foundation
EIN
64-6212107
Phone
6016578217
Address
2497 S Greensburg Road, Liberty, MS 39645

Signing Officer

Name
Dale R Anderson
Title
Trustee
Phone
6016578217
Signed
2017-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Keene Bourne Haigler & Sanderson
Address
12 PROFESSIONAL PKWY, HATTIESBURG, MS 39402-2636
Preparer
Pamela W Bourne CPA
Phone
6012962521
Raw XML Appendix224 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/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0245208
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0234725
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0245208
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DALE R ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06016578217
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None other than that shown in part XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt015371
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Educational Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Amite School Corporation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01604 Old Liberty Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Liberty
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt01799
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS ON DISPOSITION OF CLEARBRIDGE FD SHS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0211
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN MARKET VALUE OF INVESTMENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE R ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06016578217
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dale R & Judith Anderson Endowment Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0646212107
ReturnHeader/Filer/PhoneNum06016578217
ReturnHeader/Filer/USAddress/AddressLine1Txt02497 S Greensburg Road
ReturnHeader/Filer/USAddress/CityNm0Liberty
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039645
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F240FB76DF2FD70ACE9F7AD6727C146180B6E256
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.208.253.53
ReturnHeader/FilingSecurityInformation/IPDt02017-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:03:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEENE BOURNE HAIGLER & SANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 PROFESSIONAL PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HATTIESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0394022636
ReturnHeader/PreparerPersonGrp/PhoneNum06012962521
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA W BOURNE CPA
ReturnHeader/ReturnTs02017-08-23T17:03:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$234,725
Liabilities
$0
Net assets
$234,725
Revenue
$7,046
Expenses
$15,941
Net income
-$8,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.08$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.01$0.15$0.14
2013Summary only. Only limited summary data is available for this year.$1.88$0.00$0.85$0.07$0.79
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.00$0.07$0.07
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.00$0.04$0.04