Civic Intelligence

Annie Scholarship Fund

990EZ • Fiscal year 2016 • EIN 20-3852017

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization ProfileN/A
103 Lindfield CircleMacungie, PA 18062

(610) 395-2614

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

367%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,703

Up $7,470 (+17%) from 2015

Net Assets

$51,703

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$9,470

Up $7,440 (+367%) from 2015

Expenses

Down

$2,000

Down $6,351 (-76%) from 2015

Net Income

Up

$7,470

Up $13,791 (+218%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2012: $39,848Net Assets 2012: $39,8482012Assets 2013: $52,918Liabilities 2013: $02013Assets 2014: $50,554Net Assets 2014: $50,5542014Assets 2015: $44,233Liabilities 2015: $02015Assets 2016: $51,703Net Assets 2016: $51,7032016Assets 2017: $68,667Net Assets 2017: $68,6672017Assets 2018: $59,049Net Assets 2018: $59,0492018Assets 2019: $68,940Net Assets 2019: $68,9402019

Highlighted filing

2016

Assets$51,703
Liabilities-
Net Assets$51,703
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KRevenue 2012: $1,336Expenses 2012: $2,281Net Income 2012: -$9452012Revenue 2013: $3,674Expenses 2013: $20Net Income 2013: $3,6542013Revenue 2014: -$200Expenses 2014: $2,000Net Income 2014: -$2,2002014Revenue 2015: $2,030Expenses 2015: $8,351Net Income 2015: -$6,3212015Revenue 2016: $9,470Expenses 2016: $2,000Net Income 2016: $7,4702016Revenue 2017: $1,216Expenses 2017: $3,000Net Income 2017: -$1,7842017Revenue 2018: $594Expenses 2018: $2,000Net Income 2018: -$1,4062018Revenue 2019: $841Expenses 2019: $4,000Net Income 2019: -$3,1592019

Highlighted filing

2016

Revenue$9,470
Expenses$2,000
Net Income$7,470
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$18,390
Mission and Program Overview

Mission

To award college level scholarships

Program Services

DescriptionGrantsExpenses
TWO SCHOLARSHIPS FOR $1,000 EACH AWARDED AFTER REVIEW OF HIGH SCHOOL STUDENT APPLICATIONS$2,000$2,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLIE GIAMALISPresident-$0--
DEMETRIA BAREBOSecretary-$0--
MARTIN J RAPOPORT CPATreasurer-$0--
ALICIA EASTWOODDirector-$0--
ETHEL GERYDirector-$0--
KIMBERLY ERICKSONDirector-$0--
GEORGE GIAMALISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Annie Scholarship Fund
EIN
20-3852017
Phone
6103952614
Address
103 LINDFIELD CIRCLE, MACUNGIE, PA 18062

Signing Officer

Name
Martin J Rapoport CPA
Title
Treasurer
Phone
6103952614
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Martin J Rapoport CPA
Address
PO BOX 315, TREXLERTOWN, PA 18087
Preparer
Martin J Rapoport CPA
Phone
6103981401
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Publicly held partnership distributions 438.”

Form 990EZ, Part I, Line 8

“Non-dividend distributions 341.”

Form 990EZ, Part I, Line 8

“DEFERRED INCOME 156.”

Form 990EZ, Part I, Line 10

“Secondary school (college) scholarship; scholarship; paid to notre dame for the: account of kevin ca”

Form 990EZ, Part I, Line 10

“Secondary school (college) scholarship; scholarship; paid to penn state university: for accnt of bro”

Raw XML Appendix161 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0GEORGE J GIAMALIS
IRS990EZ/BooksInCareOfDetail/PhoneNum06103953614
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 LINDFIELD CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MACUNGIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018062
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044233
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt08920
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07470
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07903
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt018390
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0632
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044233
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044233
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SALLIE GIAMALIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEMETRIA BAREBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTIN J RAPOPORT CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA EASTWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ETHEL GERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIMBERLY ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GEORGE GIAMALIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt0935
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AWARD COLLEGE LEVEL SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TWO SCHOLARSHIPS FOR $1,000 EACH AWARDED AFTER REVIEW OF HIGH SCHOOL STUDENT APPLICATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt016823
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02000
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt09470
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0972
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01299
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01299
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02271
IRS990ScheduleA/InvestmentIncomeCYPct00.98400
IRS990ScheduleA/InvestmentIncomePYPct00.97230
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.01600
IRS990ScheduleA/PublicSupportPY509Pct00.02770
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/Total509Grp/TotalAmt037
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBLICLY HELD PARTNERSHIP DISTRIBUTIONS 438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NON-DIVIDEND DISTRIBUTIONS 341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED INCOME 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECONDARY SCHOOL (COLLEGE) SCHOLARSHIP; SCHOLARSHIP; PAID TO NOTRE DAME FOR THE: ACCOUNT OF KEVIN CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECONDARY SCHOOL (COLLEGE) SCHOLARSHIP; SCHOLARSHIP; PAID TO PENN STATE UNIVERSITY: FOR ACCNT OF BRO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN J RAPOPORT CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103952614
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNIE SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ANNI
ReturnHeader/Filer/EIN0203852017
ReturnHeader/Filer/PhoneNum06103952614
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 LINDFIELD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0MACUNGIE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.15.2.226
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:48:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN J RAPOPORT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TREXLERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018087
ReturnHeader/PreparerPersonGrp/PhoneNum06103981401
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN J RAPOPORT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-18T09:49:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,703
Liabilities
-
Net assets
$51,703
Revenue
$9,470
Expenses
$2,000
Net income
$7,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.9$68.9$0.84$4.00$3.16
2018Detailed filing. Detailed filing data is available for this year.$59.0$59.0$0.59$2.00$1.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.7$68.7$1.22$3.00$1.78
2016Detailed filing. Detailed filing data is available for this year.$51.7$51.7$9.47$2.00$7.47
2015Summary only. Only limited summary data is available for this year.$44.2$0.00$2.03$8.35$6.32
2014Detailed filing. Detailed filing data is available for this year.$50.6$50.6$0.20$2.00$2.20
2013Summary only. Only limited summary data is available for this year.$52.9$0.00$3.67$0.02$3.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.8$39.8$1.34$2.28$0.95