Civic Intelligence

Annie Scholarship Fund

990EZ • Fiscal year 2019 • EIN 20-3852017

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 09, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

2nd percentile

-376%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$68,940

Up $9,891 (+17%) from 2018

Net Assets

Up

$68,940

Up $9,891 (+17%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$841

Up $247 (+42%) from 2018

Expenses

Up

$4,000

Up $2,000 (+100%) from 2018

Net Income

Down

-$3,159

Down $1,753 (-125%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$68,940
Liabilities-
Net Assets$68,940

Operations Trend

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

2019

Revenue$841
Expenses$4,000
Net Income-$3,159
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 9, 2020
Return Version
2019v5.1
Gross Receipts
$28,529
Mission and Program Overview

Mission

To award college level scholarships

Program Services

DescriptionGrantsExpenses
TWO $2000 SCHOLARSHIPS WERE AWARDED TO TWO DIFFERENTHIGH SCHOOL STUDENTS$4,000$4,000
Compensation and Service Providers

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
2020-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Haffner & Associates LLC
Address
128 E MAIN ST, MACUNGIE, PA 18062-1311
Preparer
Matthew W Bispeck CPA
Phone
6109665137
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

College level scholarship; scholarship; samantha klotz: , , , ; none, 2000.

Form 990EZ, Part I, Line 10

College level scholarship; scholarship; ashley niland: , , , ; none, 2000.

Form 990EZ, Part I, Line 20

Increase in value of marketable securities 13050.

Raw XML Appendix206 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt059049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt027688
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3159
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059049
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068940
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt028529
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0541
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059049
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068940
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059049
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068940
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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/OtherChangesInNetAssetsAmt013050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AWARD COLLEGE LEVEL SCHOLARSHIPS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TWO $2000 SCHOLARSHIPS WERE AWARDED TO TWO DIFFERENTHIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt027988
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04000
IRS990EZ/TotalProgramServiceExpensesAmt04000
IRS990EZ/TotalRevenueAmt0841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0541
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0972
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01513
IRS990ScheduleA/InvestmentIncomeCYPct00.93800
IRS990ScheduleA/InvestmentIncomePYPct00.90670
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.06200
IRS990ScheduleA/PublicSupportPY509Pct00.09330
IRS990ScheduleA/PublicSupportTotal509Amt0100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE LEVEL SCHOLARSHIP; SCHOLARSHIP; SAMANTHA KLOTZ: , , , ; NONE, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE LEVEL SCHOLARSHIP; SCHOLARSHIP; ASHLEY NILAND: , , , ; NONE, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASE IN VALUE OF MARKETABLE SECURITIES 13050.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN J RAPOPORT CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103952614
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-09
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/AtSubmissionCreationDeviceId06C6753A42EB79447464FC979CAC421D2A94D96AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0468BC9BDFC334C402E05C33081F915FDFC3A0C03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.229.182.217
ReturnHeader/FilingSecurityInformation/IPDt02020-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:17:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAFFNER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MACUNGIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180621311
ReturnHeader/PreparerPersonGrp/PhoneNum06109665137
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW W BISPECK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-06T08:17:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings