Dee Anderson Achievement Trust

EIN 86-1516276 • Edgewater, FL

8 Pines Edge CTEdgewater, FL 32132

Siviq Scores

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

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

0.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

-292%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

$15,267

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 41.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

-13%

Faster asset growth than 16% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets52nd percentile

Assets

Down

$736,827

Down $110,927 (-13%) from 2023

Liabilities

Down

$3,672

Down $799 (-18%) from 2023

Net Assets

Down

$733,155

Down $110,128 (-13%) from 2023

Operations

Liabilities / Revenue74th percentile Net Margin2nd percentile

Revenue

$36,675

Up $49,439 (+387%) from 2023

Expenses

Down

$143,738

Down $11,479 (-7.4%) from 2023

Net Income

-$107,063

Up $60,918 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2024

Assets$736,827

Liabilities$3,672

Net Assets$733,155

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$36,675

Expenses$143,738

Net Income-$107,063

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $736,827
Liabilities: $3,672
Net assets: $733,155
Revenue: $36,675
Expenses: $143,738
Net income: -$107,063

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.37	$0.04	$7.33	$0.37	$1.44	$1.07
2023Detailed filing. Detailed filing data is available for this year.	$8.48	$0.04	$8.43	$0.13	$1.55	$1.68
2022Detailed filing. Detailed filing data is available for this year.	$9.83	$0.12	$9.71	$0.60	$1.06	$0.46
2021Detailed filing. Detailed filing data is available for this year.	$3.49	$0.00	$3.49	$0.05	$0.00	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Jul 29, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
COLLEEN SUMNER	Co- Trustee	-	$15,267	-	$15,267
JOSEPH P DUDLEY	Co-Trustee	-	$15,267	-	$15,267

Filing and Contact Details

Filer

Filer Name: Dee Anderson Achievement Trust
EIN: 86-1516276
Phone: 3864276167
Address: 8 PINES EDGE CT, EDGEWATER, FL 32132

Signing Officer

Name: Colleen Sumner
Title: Co- Trustee
Phone: 3864276167
Signed: 2025-07-29
Discuss with paid preparer: Yes

Preparer

Firm: CHARLES L BELOTE & ASSOCPA CPA'S
Address: 350 NORTH CAUSEWAY, NEW SMYRNA BEACH, FL 32169-5233
Preparer: Charles L Belote CPA Cfp
Phone: 3864289957

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	EDGEWATER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	32132
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	FEBRUARY 15TH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	3672
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	QUALIFIED EDUCATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm	0	LENISE MILLER PAINGE-INNISS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	395 SLATON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	NEW SMYRNA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	32168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	799
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	QUALIFIED EDUCATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	QUALIFIED EDUCATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	QUALIFIED EDUCATION EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	DAYTONA STATE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SOUTHWESTERN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	LENISE MILLER PAINGE-INNISS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	395 SLATON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1200 W INTNTL SPEEDWAY BL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	8099 COLLEGE PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW SMYRNA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	DAYTONA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	FORT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	32168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	32114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	33919
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	3672
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	100799
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	100799
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	100799
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	100799
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	1800
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1800
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	3065
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	OTHER DECREASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	3
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	7
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	7923
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	7923
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT EXPENSES 5757
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	7923
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	75
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	597
TaxesSchedule/TaxesDetail/Amt	0	75
TaxesSchedule/TaxesDetail/Amt	1	597
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	75
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	597
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COLLEEN SUMNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO- TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3864276167
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DEE ANDERSON ACHIEVEMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DEEA
ReturnHeader/Filer/EIN	0	861516276
ReturnHeader/Filer/PhoneNum	0	3864276167
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8 PINES EDGE CT
ReturnHeader/Filer/USAddress/CityNm	0	EDGEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	592909405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CHARLES L BELOTE & ASSOCPA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	350 NORTH CAUSEWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW SMYRNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	321695233
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3864289957
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CHARLES L BELOTE CPA CFP
ReturnHeader/ReturnTs	0	2025-08-05T16:26:41-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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