Civic Intelligence

Anna Local Schools Education Foundation

990 • Fiscal year 2016 • EIN 31-1399118

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 02, 2016

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

65th percentile

0.13x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

7.74x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-357%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

24th percentile

-5.5%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$673,439

Down $39,493 (-5.5%) from 2015

Net Assets

Down

$586,239

Down $37,293 (-6.0%) from 2015

Liabilities

Down

$87,200

Down $2,200 (-2.5%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$11,262

Down $42,227 (-79%) from 2015

Expenses

Down

$51,426

Down $1,392 (-2.6%) from 2015

Net Income

Down

-$40,164

Down $40,835 (-6086%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2016

Assets$673,439
Liabilities$87,200
Net Assets$586,239
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$11,262
Expenses$51,426
Net Income-$40,164
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 2, 2016
Return Version
2015v2.1
Gross Receipts
$460,136
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$639,109$592,757▼ $46,352
Cash and Non-Interest-Bearing Accounts$67,573$74,682▲ $7,109
Accounts Receivable$6,250$6,000▼ $250
Total Assets$712,932$673,439▼ $39,493
Liabilities
Accounts Payable and Accrued Expenses$89,400$87,200▼ $2,200
Total Liabilities$89,400$87,200▼ $2,200
Net Assets / Fund Balance
Permanently Rstr Net Assets$526,989$489,143▼ $37,846
Unrestricted Net Assets$71,513$78,661▲ $7,148
Temporarily Rstr Net Assets$25,030$18,435▼ $6,595
Total Net Assets Fund Balance$623,532$586,239▼ $37,293
Total Liabilities and Net Assets / Fund Balance$712,932$673,439▼ $39,493
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
Leslie Pettit107 Sapphire Anna Oh 45302
Diane Bornhorst11950 St Rt 119 Anna Oh 45302
Kathy Fogt13310 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
$14,442
Program Service Revenue
$0
Investment Income
$-12,692
Other Revenue
$9,512
All Other Contributions
$14,442
Change in Net Assets
$-40,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,426
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$37,000$0$0$37,000
Fees for Services Accounting$0$595$0$595
Office Expenses$0$205$0$205
Insurance$0$200$0$200
Total Functional Expenses$43,595$7,831$0$51,426
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,130
Fundraising Direct Expenses$7,618
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
2016-08-02
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/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION SPONSORED THE ANNA FCCLA, A SCHOOL HONOR ROLL & ATTENDANCE PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION SPONSORED A SCHOOL VOLUNTEER PROGRAM FOR VOLUNTEER GIFTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06595
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015526
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt027532
IRS990/PYOtherExpensesAmt052818
IRS990/PYOtherRevenueAmt010431
IRS990/PYRevenuesLessExpensesAmt0671
IRS990/PYTotalExpensesAmt052818
IRS990/PYTotalRevenueAmt053489
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-40164
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010993
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011085
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058125
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62370
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.61540
IRS990ScheduleA/PublicSupportTotal170Amt096327
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09030
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096327
IRS990ScheduleA/TotalSupportAmt0154452
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/BOYAmt025030
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt018435
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0712932
IRS990/TotalAssetsEOYAmt0673439
IRS990/TotalAssetsGrp/BOYAmt0712932
IRS990/TotalAssetsGrp/EOYAmt0673439
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014442
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043595
IRS990/TotalFunctionalExpensesGrp/TotalAmt051426
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089400
IRS990/TotalLiabilitiesEOYAmt087200
IRS990/TotalLiabilitiesGrp/BOYAmt089400
IRS990/TotalLiabilitiesGrp/EOYAmt087200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0623532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0586239
IRS990/TotalProgramServiceExpensesAmt043595
IRS990/TotalRevenueGrp/ExclusionAmt0-3180
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011262
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0712932
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0673439
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt071513
IRS990/UnrestrictedNetAssetsGrp/EOYAmt078661
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RICHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09373944411
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-02
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/ReturnTs02016-09-04T07:04:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$673,439
Liabilities
$87,200
Net assets
$586,239
Revenue
$11,262
Expenses
$51,426
Net income
-$40,164
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
2016Detailed filing. Detailed filing data is available for this year.$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