Civic Intelligence

Anna Local Schools Education Foundation

990 • Fiscal year 2019 • EIN 31-1399118

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 14, 2019

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

67th percentile

0.13x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

1.49x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

29th percentile

-3.8%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$786,864

Up $8,944 (+1.1%) from 2018

Net Assets

Up

$686,864

Up $5,944 (+0.9%) from 2018

Liabilities

Up

$100,000

Up $3,000 (+3.1%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin29th percentile

Revenue

Down

$66,915

Down $74,362 (-53%) from 2018

Expenses

Down

$69,487

Down $2,754 (-3.8%) from 2018

Net Income

Down

-$2,572

Down $71,608 (-104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$786,864
Liabilities$100,000
Net Assets$686,864
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$66,915
Expenses$69,487
Net Income-$2,572
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$176,814
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$689,708$687,077▼ $2,631
Cash and Non-Interest-Bearing Accounts$86,712$98,787▲ $12,075
Accounts Receivable$1,500$1,000▼ $500
Total Assets$777,920$786,864▲ $8,944
Liabilities
Accounts Payable and Accrued Expenses$97,000$100,000▲ $3,000
Total Liabilities$97,000$100,000▲ $3,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$592,708$587,078▼ $5,630
Unrestricted Net Assets$72,419$83,401▲ $10,982
Temporarily Rstr Net Assets$15,793$16,385▲ $592
Total Net Assets Fund Balance$680,920$686,864▲ $5,944
Total Liabilities and Net Assets / Fund Balance$777,920$786,864▲ $8,944
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bob Anderson104 Peridot St Anna Oh 45302
Jason Fogt10505 Co Rd 25a Sidney Oh 45365
Leslie Pettit107 Sapphire Anna Oh 45302
Diane Bornhorst11950 St Rt 119 Anna Oh 45302
Heather Wuebker12711 Thaman Rd 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
Linda Glessner506 E North St Anna, Oh 45302
Kay Wolters8511 Wells Rd 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
$27,484
Program Service Revenue
$0
Investment Income
$31,840
Other Revenue
$7,591
All Other Contributions
$27,484
Change in Net Assets
$-2,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,487
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$46,000$0$0$46,000
Fees for Services Accounting$0$725$0$725
Office Expenses$0$80$0$80
Total Functional Expenses$60,495$8,992$0$69,487
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,187
Fundraising Direct Expenses$6,596
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
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Wuebker
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 V, Line 3B

“NO 990T NEEDED.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt114495
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt346000
IRS990/OtherExpensesGrp/TotalAmt07987
IRS990/OtherExpensesGrp/TotalAmt114495
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherExpensesGrp/TotalAmt346000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0592708
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0587078
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HEATHER WUEBKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION ANNA LOCAL SCHOOLS ACTIVITIES INCLUDING MUSIC PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01669
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION SPONSORED A SCHOOL VOLUNTEER PROGRAM FOR VOLUNTEER GIFTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt012826
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt013419
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069137
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt064918
IRS990/PYOtherExpensesAmt072241
IRS990/PYOtherRevenueAmt07222
IRS990/PYRevenuesLessExpensesAmt069036
IRS990/PYTotalExpensesAmt072241
IRS990/PYTotalRevenueAmt0141277
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2572
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0165812
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012919
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063838
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72200
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.72870
IRS990ScheduleA/PublicSupportTotal170Amt0165812
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015526
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0165812
IRS990ScheduleA/TotalSupportAmt0229650
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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 V, Line 3b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015793
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt016385
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0777920
IRS990/TotalAssetsEOYAmt0786864
IRS990/TotalAssetsGrp/BOYAmt0777920
IRS990/TotalAssetsGrp/EOYAmt0786864
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027484
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060495
IRS990/TotalFunctionalExpensesGrp/TotalAmt069487
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097000
IRS990/TotalLiabilitiesEOYAmt0100000
IRS990/TotalLiabilitiesGrp/BOYAmt097000
IRS990/TotalLiabilitiesGrp/EOYAmt0100000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0680920
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0686864
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060495
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039431
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066915
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0777920
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0786864
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt072419
IRS990/UnrestrictedNetAssetsGrp/EOYAmt083401
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 475
IRS990/USAddress/CityNm0ANNA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045302
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,864
Liabilities
$100,000
Net assets
$686,864
Revenue
$66,915
Expenses
$69,487
Net income
-$2,572
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