Civic Intelligence

Anna Local Schools Education Foundation

990 • Fiscal year 2015 • EIN 31-1399118

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 10, 2015

Organization ProfileN/A
PO Box 475Anna, OH 45302-0475

(937) 394-4411

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

1.67x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

30th percentile

-3.6%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$712,932

Down $26,704 (-3.6%) from 2014

Net Assets

Down

$623,532

Down $29,404 (-4.5%) from 2014

Liabilities

Up

$89,400

Up $2,700 (+3.1%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin44th percentile

Revenue

Down

$53,489

Down $123,566 (-70%) from 2014

Expenses

Down

$52,818

Down $2,113 (-3.8%) from 2014

Net Income

Down

$671

Down $121,453 (-99%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $739,636Liabilities 2014: $86,700Net Assets 2014: $652,9362014Assets 2015: $712,932Liabilities 2015: $89,400Net Assets 2015: $623,5322015Assets 2016: $673,439Liabilities 2016: $87,200Net Assets 2016: $586,2392016Assets 2017: $722,047Liabilities 2017: $90,200Net Assets 2017: $631,8472017Assets 2018: $777,920Liabilities 2018: $97,000Net Assets 2018: $680,9202018Assets 2019: $786,864Liabilities 2019: $100,000Net Assets 2019: $686,8642019Assets 2020: $721,340Liabilities 2020: $105,000Net Assets 2020: $616,3402020Assets 2021: $764,653Liabilities 2021: $107,500Net Assets 2021: $657,1532021Assets 2022: $834,855Liabilities 2022: $113,000Net Assets 2022: $721,8552022Assets 2023: $731,086Liabilities 2023: $36,000Net Assets 2023: $695,0862023Assets 2024: $695,121Liabilities 2024: $40,000Net Assets 2024: $655,1212024Assets 2025: $1,018,439Liabilities 2025: $41,000Net Assets 2025: $977,4392025

Highlighted filing

2015

Assets$712,932
Liabilities$89,400
Net Assets$623,532
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $177,055Expenses 2014: $54,931Net Income 2014: $122,1242014Revenue 2015: $53,489Expenses 2015: $52,818Net Income 2015: $6712015Revenue 2016: $11,262Expenses 2016: $51,426Net Income 2016: -$40,1642016Revenue 2017: $64,322Expenses 2017: $68,742Net Income 2017: -$4,4202017Revenue 2018: $141,277Expenses 2018: $72,241Net Income 2018: $69,0362018Revenue 2019: $66,915Expenses 2019: $69,487Net Income 2019: -$2,5722019Revenue 2020: $41,648Expenses 2020: $65,529Net Income 2020: -$23,8812020Revenue 2021: $102,759Expenses 2021: $61,946Net Income 2021: $40,8132021Revenue 2022: $186,476Expenses 2022: $121,774Net Income 2022: $64,7022022Revenue 2023: $68,527Expenses 2023: $95,296Net Income 2023: -$26,7692023Revenue 2024: $63,074Expenses 2024: $103,039Net Income 2024: -$39,9652024Revenue 2025: $427,699Expenses 2025: $105,381Net Income 2025: $322,3182025

Highlighted filing

2015

Revenue$53,489
Expenses$52,818
Net Income$671
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 10, 2015
Return Version
2014v5.0
Gross Receipts
$291,385
Mission and Program Overview

Mission

Educational scholarships and charitable benefit for students and former students and all persons seeking education whose parents have been or who currently are taxpayers in or residents of anna school district

Educational scholarships and charitable benefit for students and former students and all persons seeking education whose parents have been or who currently are taxpayers in or residents of anna local school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$678,762$639,109▼ $39,653
Cash and Non-Interest-Bearing Accounts$53,874$67,573▲ $13,699
Accounts Receivable$7,000$6,250▼ $750
Total Assets$739,636$712,932▼ $26,704
Liabilities
Accounts Payable and Accrued Expenses$86,700$89,400▲ $2,700
Total Liabilities$86,700$89,400▲ $2,700
Net Assets / Fund Balance
Permanently Rstr Net Assets$567,432$526,989▼ $40,443
Unrestricted Net Assets$65,489$71,513▲ $6,024
Temporarily Rstr Net Assets$20,015$25,030▲ $5,015
Total Net Assets Fund Balance$652,936$623,532▼ $29,404
Total Liabilities and Net Assets / Fund Balance$739,636$712,932▼ $26,704
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dennis Raberding10121 Oak Creek Sidney Oh 45365
Sam Brautigam103 Bear Dr New Bremen Oh 45869
Bob Anderson104 Peridot St Anna Oh 45302
Diane Bornhorst11950 St Rt 119 Anna Oh 45302
Donna Hoying13120 Mccartyville Rd Anna Oh 45302
Krista Meyer14079 Wells Rd Anna, Oh 45302
Dan Bensman14270 Wenger Rd Anna, Oh 45302
Andy Bixler212 Peridot St Anna Oh 45302
Deb Banks301 E North Anna Oh 45302
David Richard303 Mill St Anna Oh 45302
Jason Fogt503 E North St Anna Oh 45302
Logan Billing8831 Cottonwood Trail Anna Oh 45302
Jay WentzPO Box 5 Anna, Oh 45302
Revenue and Support

Revenue Composition

Contributions and Grants
$15,526
Program Service Revenue
$0
Investment Income
$27,532
Other Revenue
$10,431
All Other Contributions
$15,526
Change in Net Assets
$671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$39,000$0$0$39,000
Fees for Services Accounting$0$595$0$595
Office Expenses$0$96$0$96
Total Functional Expenses$45,316$7,502$0$52,818
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,505
Fundraising Direct Expenses$7,074
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Anna Local Schools Education Foundation
EIN
31-1399118
Phone
9373944411
Address
PO BOX 475, ANNA, OH 45302-0475

Signing Officer

Name
David Richard
Title
Treasurer
Phone
9373944411
Signed
2015-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Raberding
Formed
1994
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
Kenneth J Rethman CPA Inc
Address
14800 COUNTY ROAD 25A, ANNA, OH 45302
Preparer
Kenneth J Rethman CPA
Phone
9373947467
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The organization does not provide a copy to the governing body unless requested. The managing director and treasurer review with the external accountant preparing the return before filing.”

Pt VI, Line 19

“The organization provides a copy of its governing”

Pt VI, Line 19

“Documents and financial statement available to the”

Pt VI, Line 19

“Public upon request but does not publish them.”

Pt VI, Line 8B

“The organizations's committees do not have the authority to act on the behalf of the governing body. The committees report to the governing body only.”

Pt VI, Line 3

“NO 990T NEEDED.”

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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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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0671
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt092030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010993
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011584
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057524
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61540
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.60640
IRS990ScheduleA/PublicSupportTotal170Amt092030
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010145
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt092030
IRS990ScheduleA/TotalSupportAmt0149554
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT PROVIDE A COPY TO THE GOVERNING BODY UNLESS REQUESTED. THE MANAGING DIRECTOR AND TREASURER REVIEW WITH THE EXTERNAL ACCOUNTANT PREPARING THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES A COPY OF ITS GOVERNING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AND FINANCIAL STATEMENT AVAILABLE TO THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC UPON REQUEST BUT DOES NOT PUBLISH THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS'S COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. THE COMMITTEES REPORT TO THE GOVERNING BODY ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO 990T NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 3
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt020015
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt025030
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0739636
IRS990/TotalAssetsEOYAmt0712932
IRS990/TotalAssetsGrp/BOYAmt0739636
IRS990/TotalAssetsGrp/EOYAmt0712932
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015526
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07502
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045316
IRS990/TotalFunctionalExpensesGrp/TotalAmt052818
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt086700
IRS990/TotalLiabilitiesEOYAmt089400
IRS990/TotalLiabilitiesGrp/BOYAmt086700
IRS990/TotalLiabilitiesGrp/EOYAmt089400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0652936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0623532
IRS990/TotalProgramServiceExpensesAmt045316
IRS990/TotalRevenueGrp/ExclusionAmt037963
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053489
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0739636
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0712932
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt065489
IRS990/UnrestrictedNetAssetsGrp/EOYAmt071513
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 475
IRS990/USAddress/CityNm0ANNA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045302
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RICHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09373944411
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA LOCAL SCHOOLS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0311399118
ReturnHeader/Filer/PhoneNum09373944411
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 475
ReturnHeader/Filer/USAddress/CityNm0ANNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0453020475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH J RETHMAN CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014800 COUNTY ROAD 25A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045302
ReturnHeader/PreparerPersonGrp/PhoneNum09373947467
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH J RETHMAN CPA
ReturnHeader/ReturnTs02015-08-21T07:38:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$712,932
Liabilities
$89,400
Net assets
$623,532
Revenue
$53,489
Expenses
$52,818
Net income
$671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.04$0.98$0.43$0.11$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.04$0.66$0.06$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.04$0.70$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.11$0.72$0.19$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.11$0.66$0.10$0.06$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.11$0.62$0.04$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.10$0.69$0.07$0.07$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.10$0.68$0.14$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.09$0.63$0.06$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.09$0.59$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.09$0.62$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.09$0.65$0.18$0.05$0.12