Civic Intelligence

Lee and Penny Anderson Foundation

990PF • Fiscal year 2021 • EIN 65-6254123

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 09, 2022

Organization Profile
5850 Tg Lee Boulevard No 175Orlando, FL 32822

(763) 545-1004

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

238%

Faster asset growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

4926%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$70,262

Up $49,461 (+238%) from 2020

Net Assets

Up

$70,262

Up $49,461 (+238%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$50,461

Up $49,457 (+4926%) from 2020

Expenses

Up

$1,000

Up $291 (+41%) from 2020

Net Income

Up

$49,461

Up $49,166 (+16666%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2021

Assets$70,262
Liabilities$0
Net Assets$70,262
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$50,461
Expenses$1,000
Net Income$49,461
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 9, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
Lee and Penny Anderson Foundation
EIN
65-6254123
Phone
7635451004
Address
5850 TG LEE BOULEVARD NO 175, ORLANDO, FL 32822

Signing Officer

Name
Lee R Anderson Sr
Title
Trustee
Phone
7635451004
Signed
2022-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML Appendix267 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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Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,262
Liabilities
$0
Net assets
$70,262
Revenue
$50,461
Expenses
$1,000
Net income
$49,461
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