Civic Intelligence

Anna'S Celebration of Life Foundation Inc

EIN 20-1737472 • 501(c)3 • Indianapolis, IN

Profile

To receive and administer funds for educational, medical, religious and charitable purposes to help ensure that children with special needs are afforded the joy of celebrating their "specialness."

PO Box 17730Indianapolis, IN 46217

www.annascelebrationoflife.com

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

42nd percentile

-1.4%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

2.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$307,515

Down $1,352 (-0.4%) from 2023

Liabilities

Up

$32,476

Up $2,408 (+8.0%) from 2023

Net Assets

Down

$275,039

Down $3,760 (-1.3%) from 2023

Revenue

Up

$275,464

Up $6,367 (+2.4%) from 2023

Expenses

Up

$279,224

Up $67,302 (+32%) from 2023

Net Income

Down

-$3,760

Down $60,935 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $117,086Liabilities 2014: $4,204Net Assets 2014: $112,8822014Assets 2015: $100,631Liabilities 2015: $4,162Net Assets 2015: $96,4692015Assets 2016: $107,296Liabilities 2016: $12,447Net Assets 2016: $94,8492016Assets 2017: $155,662Liabilities 2017: $4,955Net Assets 2017: $150,7072017Assets 2018: $160,333Liabilities 2018: $13,810Net Assets 2018: $146,5232018Assets 2019: $174,409Liabilities 2019: $23,328Net Assets 2019: $151,0812019Assets 2020: $205,370Liabilities 2020: $37,184Net Assets 2020: $168,1862020Assets 2021: $216,651Liabilities 2021: $34,642Net Assets 2021: $182,0092021Assets 2022: $254,395Liabilities 2022: $32,771Net Assets 2022: $221,6242022Assets 2023: $308,867Liabilities 2023: $30,068Net Assets 2023: $278,7992023Assets 2024: $307,515Liabilities 2024: $32,476Net Assets 2024: $275,0392024

Highlighted filing

2024

Assets$307,515
Liabilities$32,476
Net Assets$275,039

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $95,249Expenses 2014: $94,136Net Income 2014: $1,1132014Revenue 2015: $100,403Expenses 2015: $116,816Net Income 2015: -$16,4132015Revenue 2016: $114,097Expenses 2016: $115,717Net Income 2016: -$1,6202016Revenue 2017: $227,963Expenses 2017: $172,105Net Income 2017: $55,8582017Revenue 2018: $198,976Expenses 2018: $203,160Net Income 2018: -$4,1842018Revenue 2019: $166,382Expenses 2019: $161,824Net Income 2019: $4,5582019Revenue 2020: $162,133Expenses 2020: $145,028Net Income 2020: $17,1052020Revenue 2021: $210,909Expenses 2021: $197,086Net Income 2021: $13,8232021Revenue 2022: $206,918Expenses 2022: $167,303Net Income 2022: $39,6152022Revenue 2023: $269,097Expenses 2023: $211,922Net Income 2023: $57,1752023Revenue 2024: $275,464Expenses 2024: $279,224Net Income 2024: -$3,7602024

Highlighted filing

2024

Revenue$275,464
Expenses$279,224
Net Income-$3,760

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 5, 2025
Return Version
2024v5.2
Gross Receipts
$362,679
Mission and Program Overview

Mission

To receive and administer funds for educational, medical, religious and charitable purposes to help ensure that children with special needs are afforded the joy of celebrating their "specialness."

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$167,084$182,501▲ $15,417
Cash and Non-Interest-Bearing Accounts$136,739$115,018▼ $21,721
Prepaid Expenses and Deferred Charges$5,044$9,996▲ $4,952
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$308,867$307,515▼ $1,352
Liabilities
Other Liabilities$30,068$32,476▲ $2,408
Total Liabilities$30,068$32,476▲ $2,408
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$278,799$275,039▼ $3,760
Total Net Assets Fund Balance$278,799$275,039▼ $3,760
Total Liabilities and Net Assets / Fund Balance$308,867$307,515▼ $1,352

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$22,918$22,918
Compensation and Service Providers

Employees

NameTitleBaseTotal
Brad HabermanDirector$51,688$51,688

Board Members and Trustees

NameTitle
Reynold BerryGovernance Committee Chair
Peter MolloyPresident
William KuntzVice President
Alexandra ParishBoard Member
Lisa SusemichelBoard Member
Mark CvetkovichBoard Member
Nathan MaudeBoard Member
Richard ArkanoffBoard Member
Bessie DaveyDevelopment Committee Chai
Maddie KerrSecretary
Wendis Fugate IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,300
Program Service Revenue
$0
Investment Income
$5,327
Other Revenue
$147,837
All Other Contributions
$122,300
Change in Net Assets
$-3,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,823
Salaries, Compensation, and Employee Benefits$55,642
Other Expenses$29,425
Professional Fundraising Fees$21,334
Total Fundraising Expense$21,334

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$150,676--$150,676
Other Salaries and Wages$51,688--$51,688
Grants to Domestic Orgs$22,147--$22,147
Fees for Services Professional Fundraising--$21,334$21,334
Office Expenses$6,545$973-$7,518
Insurance-$5,944-$5,944
Other Expenses$4,326$6,162-$4,326
Payroll Taxes-$3,954-$3,954
Fees for Services Accounting-$3,000-$3,000
Travel-$2,475-$2,475
Total Functional Expenses$235,382$22,508$21,334$279,224
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$235,052
Fundraising Direct Expenses$87,215
Professional Fundraising Fees$21,334

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rock the Night Fundraiser$122,925$122,925$23,053$99,872
ANNA'S GOLF OUTING$63,430$63,430$30,606$32,824
Total Events$235,052$235,052$87,215$147,837
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$32,476
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Two members within the organization are married.

Form 990, Part VI, Section B, Line 11B

Once the finance committee reviews form 990, an electronic draft is sent to all board members. The finance committee then makes a recommendation to the board regarding approval.

Form 990, Part VI, Section C, Line 19

An annual report and all other governing documents, policies and procedures, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
ANNA'S CELEBRATION OF LIFE
EIN
20-1737472
Phone
3175241300
Address
PO BOX 17730, INDIANAPOLIS, IN 46217

Signing Officer

Name
Phil Jones
Title
Treasurer & Finance Chair
Phone
3175241300
Signed
2025-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Jones
Formed
2004
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Bgbc Advisory LLC
Address
135 N PENNSYLVANIA STREET STE 2600, INDIANAPOLIS, IN 46204
Preparer
Cynthia M Mccullough
Phone
3176334700
Raw XML AppendixShowing 400 of 423 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0314449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0300254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0218062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01546577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0825
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02294
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014781
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95610
IRS990ScheduleA/PublicSupportPY170Pct00.98320
IRS990ScheduleA/PublicSupportTotal170Amt01492804
IRS990ScheduleA/SubstantialContributorsTotAmt053773
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0357352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0356460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0314449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0300254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0218062
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01546577
IRS990ScheduleA/TotalSupportAmt01561358
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022918
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022918
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt032476
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt087215
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNA'S GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROCK THE NIGHT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0122925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0235052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0122925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt048697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0235052
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0147837
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt033556
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt087215
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030606
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023053
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/LicensedStatesCd0IN
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO MEMBERS WITHIN THE ORGANIZATION ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE THE FINANCE COMMITTEE REVIEWS FORM 990, AN ELECTRONIC DRAFT IS SENT TO ALL BOARD MEMBERS. THE FINANCE COMMITTEE THEN MAKES A RECOMMENDATION TO THE BOARD REGARDING APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ANNUAL REPORT AND ALL OTHER GOVERNING DOCUMENTS, POLICIES AND PROCEDURES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0308867
IRS990/TotalAssetsEOYAmt0307515
IRS990/TotalAssetsGrp/BOYAmt0308867
IRS990/TotalAssetsGrp/EOYAmt0307515
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0122300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021334
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235382
IRS990/TotalFunctionalExpensesGrp/TotalAmt0279224
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030068
IRS990/TotalLiabilitiesEOYAmt032476
IRS990/TotalLiabilitiesGrp/BOYAmt030068
IRS990/TotalLiabilitiesGrp/EOYAmt032476
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0278799
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0275039
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0235382
IRS990/TotalReportableCompFromOrgAmt051688
IRS990/TotalRevenueGrp/ExclusionAmt0153164
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0275464
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0308867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0307515
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02475
IRS990/TravelGrp/TotalAmt02475
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 17730
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046217
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.ANNASCELEBRATIONOFLIFE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & FINANCE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03175241300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA'S CELEBRATION OF LIFE

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