Civic Intelligence

Lee and Penny Anderson Foundation

990PF • Fiscal year 2017 • EIN 65-6254123

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 25, 2017

Organization Profile
1100 Old Hiwghway 8 NWNew Brighton, MN 55112

(651) 604-2700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

4.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

429%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,638

Up $250 (+4.6%) from 2016

Net Assets

Up

$5,638

Up $250 (+4.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin82nd percentile

Revenue

Up

$920

Up $746 (+429%) from 2016

Expenses

Down

$670

Down $836 (-56%) from 2016

Net Income

Up

$250

Up $1,582 (+119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2017

Assets$5,638
Liabilities$0
Net Assets$5,638
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

2017

Revenue$920
Expenses$670
Net Income$250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Lee and Penny Anderson Foundation
EIN
65-6254123
Phone
6516042700
Address
1100 OLD HIWGHWAY 8 NW, NEW BRIGHTON, MN 55112

Signing Officer

Name
Lee R Anderson Sr
Title
Trustee
Phone
6516042700
Signed
2017-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL SUITE 1100, MINNEAPOLIS, MN 55402
Preparer
Todd a Jackson
Phone
6123324300
Raw XML Appendix283 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/ExcessFromCurrentYearAmt0152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01020
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031161
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040429
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0152
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0139505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139353
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0230
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0230
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0230
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE R ANDERSON SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06516042700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE AND PENNY ANDERSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEA
ReturnHeader/Filer/EIN0656254123
ReturnHeader/Filer/PhoneNum06516042700
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 OLD HIWGHWAY 8 NW
ReturnHeader/Filer/USAddress/CityNm0NEW BRIGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055112
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6D94BCBCC189FE881FA616976D0E47D3818265C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AB5DFEC54AF030231DDAA57F2AFD57D98013E0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.189
ReturnHeader/FilingSecurityInformation/IPDt02017-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:18:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 NICOLLET MALL SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123324300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD A JACKSON
ReturnHeader/ReturnTs02017-09-28T11:09:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,638
Liabilities
$0
Net assets
$5,638
Revenue
$920
Expenses
$670
Net income
$250
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