Civic Intelligence

Annie Scholarship Fund

990EZ • Fiscal year 2017 • EIN 20-3852017

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 28, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

3rd percentile

-147%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$68,667

Up $16,964 (+33%) from 2016

Net Assets

Up

$68,667

Up $16,964 (+33%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$1,216

Down $8,254 (-87%) from 2016

Expenses

Up

$3,000

Up $1,000 (+50%) from 2016

Net Income

Down

-$1,784

Down $9,254 (-124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2017

Assets$68,667
Liabilities-
Net Assets$68,667
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$1,216
Expenses$3,000
Net Income-$1,784
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 28, 2018
Return Version
2017v2.2
Gross Receipts
$8,353
Mission and Program Overview

Mission

To award college level scholarships

Program Services

DescriptionGrantsExpenses
TWO SCHOLARSHIPS FOR $1,500 EACH AWARDED AFTER REVIEW OF HIGH SCHOOL STUDENT APPLICATIONS$3,000$3,000
Compensation and Service Providers
Top Officer Pay76th 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
2018-04-28
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

“Deferred income payment 156.”

Form 990EZ, Part I, Line 10

“College scholarship; student; kayla morgan: 1861 viola lane, hellertown, pa, 18055; none, scholarshi”

Form 990EZ, Part I, Line 10

“College scholarsip; student; liam mulligan: 2915 kingly drive, bethlehem, pa, 18018; none, scholarsh”

Form 990EZ, Part I, Line 20

“Scottrade investment account net increase 18748.”

Raw XML Appendix157 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/BOYAmt051703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068667
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt07137
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1784
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068667
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-121
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08353
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0743
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068667
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068667
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherChangesInNetAssetsAmt018748
IRS990EZ/OtherRevenueTotalAmt0594
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AWARD COLLEGE LEVEL SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TWO SCHOLARSHIPS FOR $1,500 EACH AWARDED AFTER REVIEW OF HIGH SCHOOL STUDENT APPLICATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt07016
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03000
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt01216
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0972
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0972
IRS990ScheduleA/InvestmentIncomeCYPct01.00000
IRS990ScheduleA/InvestmentIncomePYPct00.98400
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.01600
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBLICLY HELD PARTNERSHIP DISTRIBUTIONS 438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFERRED INCOME PAYMENT 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE SCHOLARSHIP; STUDENT; KAYLA MORGAN: 1861 VIOLA LANE, HELLERTOWN, PA, 18055; NONE, SCHOLARSHI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLLEGE SCHOLARSIP; STUDENT; LIAM MULLIGAN: 2915 KINGLY DRIVE, BETHLEHEM, PA, 18018; NONE, SCHOLARSH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCOTTRADE INVESTMENT ACCOUNT NET INCREASE 18748.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN J RAPOPORT CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103952614
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-28
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB221764C5C5DE927AEA200E2CA0349674977CA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB221764C5C5DE927AEA200E2CA0349674977CA3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.15.0.196
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:50:59
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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN J RAPOPORT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-08T08:51:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$68,667
Liabilities
-
Net assets
$68,667
Revenue
$1,216
Expenses
$3,000
Net income
-$1,784
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
2017Detailed filing. Detailed filing data is available for this year.$68.7$68.7$1.22$3.00$1.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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