Civic Intelligence

Anna Local Schools Education Foundation

990 • Fiscal year 2018 • EIN 31-1399118

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 01, 2018

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

66th percentile

0.12x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.69x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

65th percentile

7.7%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$777,920

Up $55,873 (+7.7%) from 2017

Net Assets

Up

$680,920

Up $49,073 (+7.8%) from 2017

Liabilities

Up

$97,000

Up $6,800 (+7.5%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin91st percentile

Revenue

Up

$141,277

Up $76,955 (+120%) from 2017

Expenses

Up

$72,241

Up $3,499 (+5.1%) from 2017

Net Income

Up

$69,036

Up $73,456 (+1662%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$777,920
Liabilities$97,000
Net Assets$680,920
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$141,277
Expenses$72,241
Net Income$69,036
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 1, 2018
Return Version
2017v2.2
Gross Receipts
$431,974
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$622,652$689,708▲ $67,056
Cash and Non-Interest-Bearing Accounts$97,895$86,712▼ $11,183
Accounts Receivable$1,500$1,500→ $0
Total Assets$722,047$777,920▲ $55,873
Liabilities
Accounts Payable and Accrued Expenses$90,200$97,000▲ $6,800
Total Liabilities$90,200$97,000▲ $6,800
Net Assets / Fund Balance
Permanently Rstr Net Assets$532,452$592,708▲ $60,256
Unrestricted Net Assets$89,105$72,419▼ $16,686
Temporarily Rstr Net Assets$10,290$15,793▲ $5,503
Total Net Assets Fund Balance$631,847$680,920▲ $49,073
Total Liabilities and Net Assets / Fund Balance$722,047$777,920▲ $55,873
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Dennis Raberding10121 Oak Creek Sidney Oh 45365
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
Craig Albers13398 Bornhorst 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
Linda Glessner506 E North St Anna, Oh 45302
Amy Bey8813 Long Rd Versailles, Oh 45380
Jay WentzPO Box 5 Anna, Oh 45302
Revenue and Support

Revenue Composition

Contributions and Grants
$69,137
Program Service Revenue
$0
Investment Income
$64,918
Other Revenue
$7,222
All Other Contributions
$69,137
Change in Net Assets
$69,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,241
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$42,800$0$0$42,800
Fees for Services Accounting$0$665$0$665
Insurance$0$200$0$200
Office Expenses$0$72$0$72
Total Functional Expenses$62,858$9,383$0$72,241
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,369
Fundraising Direct Expenses$7,147
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
2018-08-01
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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IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION SPONSORED A SCHOOL VOLUNTEER PROGRAM FOR VOLUNTEER GIFTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09058
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014560
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039223
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt016647
IRS990/PYOtherExpensesAmt068742
IRS990/PYOtherRevenueAmt08452
IRS990/PYRevenuesLessExpensesAmt0-4420
IRS990/PYTotalExpensesAmt068742
IRS990/PYTotalRevenueAmt064322
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt069036
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010943
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt059153
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72870
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.68830
IRS990ScheduleA/PublicSupportTotal170Amt0158899
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020571
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158899
IRS990ScheduleA/TotalSupportAmt0218052
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/BOYAmt010290
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015793
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0722047
IRS990/TotalAssetsEOYAmt0777920
IRS990/TotalAssetsGrp/BOYAmt0722047
IRS990/TotalAssetsGrp/EOYAmt0777920
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt069137
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09383
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062858
IRS990/TotalFunctionalExpensesGrp/TotalAmt072241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt090200
IRS990/TotalLiabilitiesEOYAmt097000
IRS990/TotalLiabilitiesGrp/BOYAmt090200
IRS990/TotalLiabilitiesGrp/EOYAmt097000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0631847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0680920
IRS990/TotalProgramServiceExpensesAmt062858
IRS990/TotalRevenueGrp/ExclusionAmt072140
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141277
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0722047
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0777920
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt089105
IRS990/UnrestrictedNetAssetsGrp/EOYAmt072419
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID RICHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09373944411
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02BA9EC21335C3FD75DF6217424CC74ACA4B00954
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BA9EC21335C3FD75DF6217424CC74ACA4B00954
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.186.81.35
ReturnHeader/FilingSecurityInformation/IPDt02018-08-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:43:55
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

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$777,920
Liabilities
$97,000
Net assets
$680,920
Revenue
$141,277
Expenses
$72,241
Net income
$69,036
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
2018Detailed filing. Detailed filing data is available for this year.$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