Civic Intelligence

Lee and Penny Anderson Foundation

EIN 65-6254123 • Orlando, FL

5850 T G BoulevardOrlando, FL 32822
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

1st percentile

-32900%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

47th percentile

-3.5%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

600%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$62,581

Down $2,303 (-3.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$62,581

Down $2,303 (-3.5%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Up

$7

Up $7 from 2024

Expenses

Up

$2,310

Up $288 (+14%) from 2024

Net Income

Down

-$2,303

Down $281 (-14%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2025

Assets$62,581
Liabilities$0
Net Assets$62,581
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$7
Expenses$2,310
Net Income-$2,303
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,581
Liabilities
$0
Net assets
$62,581
Revenue
$7
Expenses
$2,310
Net income
-$2,303
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

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

Filer

Filer Name
Lee and Penny Anderson Foundation
EIN
65-6254123
Phone
6512601171
Address
5850 T G BOULEVARD, ORLANDO, FL 32822

Signing Officer

Name
Thomas B Dyer
Title
Trustee
Phone
6512601171
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Danielle Hollar
Phone
2187275025
Raw XML Appendix244 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/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0805
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION PAYOUT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS B DYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06512601171
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE AND PENNY ANDERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0656254123
ReturnHeader/Filer/PhoneNum06512601171
ReturnHeader/Filer/USAddress/AddressLine1Txt05850 T G BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032822
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE HOLLAR
ReturnHeader/ReturnTs02025-08-15T12:36:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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