Civic Intelligence

Lee and Penny Anderson Foundation

990PF • Fiscal year 2014 • EIN 65-6254123

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 22, 2014

1100 Old Highway 8 NW55112

(651) 604-2700

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

4125%

Faster asset growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

-0.0%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,549

Up $6,394 (+4125%) from 2013

Net Assets

$6,549

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue

Down

$38,000

Down $4 (-0.0%) from 2013

Expenses

Down

$31,606

Down $9,744 (-24%) from 2013

Net Income

Up

$6,394

Up $9,740 (+291%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $549Liabilities 2011: $02011Assets 2012: $3,501Liabilities 2012: $0Net Assets 2012: $3,5012012Assets 2013: $155Liabilities 2013: $12013Assets 2014: $6,549Liabilities 2014: $0Net Assets 2014: $6,5492014Assets 2015: $6,720Liabilities 2015: $0Net Assets 2015: $6,7202015Assets 2016: $5,388Liabilities 2016: $0Net Assets 2016: $5,3882016Assets 2017: $5,638Liabilities 2017: $0Net Assets 2017: $5,6382017Assets 2018: $30,770Liabilities 2018: $0Net Assets 2018: $30,7702018Assets 2019: $20,506Liabilities 2019: $0Net Assets 2019: $20,5062019Assets 2020: $20,801Liabilities 2020: $0Net Assets 2020: $20,8012020Assets 2021: $70,262Liabilities 2021: $0Net Assets 2021: $70,2622021Assets 2022: $68,687Liabilities 2022: $0Net Assets 2022: $68,6872022Assets 2023: $66,906Liabilities 2023: $0Net Assets 2023: $66,9062023Assets 2024: $64,884Liabilities 2024: $0Net Assets 2024: $64,8842024Assets 2025: $62,581Liabilities 2025: $0Net Assets 2025: $62,5812025

Highlighted filing

2014

Assets$6,549
Liabilities$0
Net Assets$6,549

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $278Expenses 2011: $135,980Net Income 2011: -$135,7022011Expenses 2012: $57,1502012Revenue 2013: $38,004Expenses 2013: $41,350Net Income 2013: -$3,3462013Revenue 2014: $38,000Expenses 2014: $31,606Net Income 2014: $6,3942014Revenue 2015: $11,829Expenses 2015: $11,658Net Income 2015: $1712015Revenue 2016: $174Expenses 2016: $1,506Net Income 2016: -$1,3322016Revenue 2017: $920Expenses 2017: $670Net Income 2017: $2502017Revenue 2018: $25,836Expenses 2018: $704Net Income 2018: $25,1322018Revenue 2019: $524Expenses 2019: $10,788Net Income 2019: -$10,2642019Revenue 2020: $1,004Expenses 2020: $709Net Income 2020: $2952020Revenue 2021: $50,461Expenses 2021: $1,000Net Income 2021: $49,4612021Revenue 2022: $0Expenses 2022: $1,575Net Income 2022: -$1,5752022Revenue 2023: $57Expenses 2023: $1,838Net Income 2023: -$1,7812023Revenue 2024: $0Expenses 2024: $2,022Net Income 2024: -$2,0222024Revenue 2025: $7Expenses 2025: $2,310Net Income 2025: -$2,3032025

Highlighted filing

2014

Revenue$38,000
Expenses$31,606
Net Income$6,394
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 22, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE R ANDERSON SRTrustee, President-$0--
KATHARINE M ANDERSONTrustee, Secretary/Treasur-$0--
Filing and Contact Details

Filer

EIN
65-6254123
Phone
6516042700

Signing Officer

Name
Lee R Anderson Sr
Title
Trustee
Phone
6516042700
Signed
2014-10-22
Discuss with paid preparer
Yes

Preparer

Preparer
Todd a Jackson
Phone
6123324300
Raw XML Appendix318 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0321
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01200
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IRS990PF/FMVAssetsEOYAmt06549
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0155
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06549
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0155
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0155
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0124
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02482
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02520
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEE R ANDERSON SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHARINE M ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, SECRETARY/TREASUR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12THOMAS MORE SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine115027 SOUTH BAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1219 S LASALLE STREET STE 603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine133381 GORHAM AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141001 KINGWOOD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3ST LOUIS PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4BRAINERD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode033908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode155803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode260603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode355426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode456401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0124
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0132461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0240069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0786288
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0786288
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0499818
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055698
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0132461
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0240069
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031285
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031161
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01286106
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01254945
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LEE R ANDERSON SR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine103054 GORDON DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode034102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt038000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE R ANDERSON SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06516042700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEE AND PENNY ANDERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0656254123
ReturnHeader/Filer/PhoneNum06516042700
ReturnHeader/Filer/USAddress/AddressLine101100 OLD HIGHWAY 8 NW
ReturnHeader/Filer/USAddress/City0NEW BRIGHTON
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10801 NICOLLET MALL SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123324300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD A JACKSON
ReturnHeader/ReturnTs02014-10-29T11:42:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.00$0.02$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.00$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.50$0.01$0.49
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.26$0.01$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.12$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.38$0.32$0.06
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.38$0.41$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.57
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$1.36$1.36