Civic Intelligence

Anna Local Schools Education Foundation

990 • Fiscal year 2020 • EIN 31-1399118

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 22, 2020

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

64th percentile

0.15x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

2.52x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

14th percentile

-8.3%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-38%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$721,340

Down $65,524 (-8.3%) from 2019

Net Assets

Down

$616,340

Down $70,524 (-10%) from 2019

Liabilities

Up

$105,000

Up $5,000 (+5.0%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin7th percentile

Revenue

Down

$41,648

Down $25,267 (-38%) from 2019

Expenses

Down

$65,529

Down $3,958 (-5.7%) from 2019

Net Income

Down

-$23,881

Down $21,309 (-828%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$721,340
Liabilities$105,000
Net Assets$616,340
Open 2020 Filing

Operations Trend

Revenue Growth15th 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

2020

Revenue$41,648
Expenses$65,529
Net Income-$23,881
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 22, 2020
Return Version
2019v5.1
Gross Receipts
$241,548
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$640,434$607,413▼ $33,021
Cash and Non-Interest-Bearing Accounts$98,787$112,927▲ $14,140
Accounts Receivable$1,000$1,000→ $0
Total Assets$740,221$721,340▼ $18,881
Liabilities
Accounts Payable and Accrued Expenses$100,000$105,000▲ $5,000
Total Liabilities$100,000$105,000▲ $5,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$540,435$503,413▼ $37,022
Net Assets Without Donor Restrictions$99,786$112,927▲ $13,141
Total Net Assets Fund Balance$640,221$616,340▼ $23,881
Total Liabilities and Net Assets / Fund Balance$740,221$721,340▼ $18,881
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
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
Andy SchulzeRuby Ct Anna Oh 45302
Revenue and Support

Revenue Composition

Contributions and Grants
$19,446
Program Service Revenue
$0
Investment Income
$11,718
Other Revenue
$10,484
All Other Contributions
$19,446
Change in Net Assets
$-23,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,529
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$48,000$0$0$48,000
Fees for Services Accounting$0$750$0$750
Insurance$0$400$0$400
Office Expenses$0$267$0$267
Total Functional Expenses$54,791$10,738$0$65,529
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,484
Fundraising Direct Expenses$0
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 35% controlled entity
No
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
2020-09-22
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.”

Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0100000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0105000
IRS990/AccountsReceivableGrp/BOYAmt01000
IRS990/AccountsReceivableGrp/EOYAmt01000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATIONAL 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
IRS990/AllOtherContributionsAmt019446
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID RICHARD
IRS990/BooksInCareOfDetail/PhoneNum09373944411
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0312 W MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANNA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045302
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt098787
IRS990/CashNonInterestBearingGrp/EOYAmt0112927
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019446
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011718
IRS990/CYOtherExpensesAmt065529
IRS990/CYOtherRevenueAmt010484
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23881
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt065529
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041648
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION AWARDED (36) SCHOLARSHIPS RANGING IN AMOUNT FROM $500 TO $8,000 EACH TO (28) GRADUATING SENIORS AT ANNA LOCAL SCHOOLS TO PROVIDE FINANCIAL ASSISTANCE IN FURTHERING EDUCATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0540435
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0503413
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt048000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt0750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN BENSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY SCHULZE
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE BORNHORST
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID RICHARD
IRS990/Form990PartVIISectionAGrp/PersonNm4JAY WENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDY BIXLER
IRS990/Form990PartVIISectionAGrp/PersonNm6AMY BEY
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER WUEBKER
IRS990/Form990PartVIISectionAGrp/PersonNm8CRAIG ALBERS
IRS990/Form990PartVIISectionAGrp/PersonNm9JASON FOGT
IRS990/Form990PartVIISectionAGrp/PersonNm10DEB BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDA GLESSNER
IRS990/Form990PartVIISectionAGrp/PersonNm12KATHY FOGT
IRS990/Form990PartVIISectionAGrp/PersonNm13LESLIE PETTIT
IRS990/Form990PartVIISectionAGrp/PersonNm14KAY WOLTERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt014270 WENGER RD ANNA, OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt1RUBY CT ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt211950 ST RT 119 ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt3303 MILL ST ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt4PO BOX 5 ANNA, OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt5212 PERIDOT ST ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt68813 LONG RD VERSAILLES, OH 45380
IRS990/Form990PartVIISectionAGrp/TitleTxt712711 THAMAN RD ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt813398 BORNHORST RD ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt910505 CO RD 25A SIDNEY OH 45365
IRS990/Form990PartVIISectionAGrp/TitleTxt10301 E NORTH ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt11506 E NORTH ST ANNA, OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt1213310 MCCARTYVILLE RD ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt13107 SAPPHIRE ANNA OH 45302
IRS990/Form990PartVIISectionAGrp/TitleTxt148511 WELLS RD ANNA OH 45302
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt010484
IRS990/GainOrLossGrp/SecuritiesAmt0-2101
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0197799
IRS990/GrossReceiptsAmt0241548
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0400
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0400
IRS990/InvestmentIncomeGrp/ExclusionAmt013819
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013819
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0640434
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0607413
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0199900
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATIONAL 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0640221
IRS990/NetAssetsOrFundBalancesEOYAmt0616340
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2101
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2101
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010484
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010484
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt099786
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0112927
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0267
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0267
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0BROKER FEES
IRS990/OtherExpensesGrp/Desc1DONATION-ANNA LOCAL SCHOOL
IRS990/OtherExpensesGrp/Desc2STATE REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09121
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt16791
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt348000
IRS990/OtherExpensesGrp/TotalAmt09121
IRS990/OtherExpensesGrp/TotalAmt16791
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherExpensesGrp/TotalAmt348000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HEATHER WUEBKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION ANNA LOCAL SCHOOLS ACTIVITIES INCLUDING ANNA ALL ROCKETS READ PROGRAM, PURCHASING NATIONAL HONOR SOCIETY CORDS AND SUPPORTING THE ANNA AFTER PROM EVENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02644
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION SPONSORED A SCHOOL VOLUNTEER PROGRAM FOR VOLUNTEER GIFTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04147
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027484
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031840
IRS990/PYOtherExpensesAmt069487
IRS990/PYOtherRevenueAmt07591
IRS990/PYRevenuesLessExpensesAmt0-2572
IRS990/PYTotalExpensesAmt069487
IRS990/PYTotalRevenueAmt066915
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-23881
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0169732
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012185
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064738
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72390
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.72200
IRS990ScheduleA/PublicSupportTotal170Amt0169732
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014442
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0169732
IRS990ScheduleA/TotalSupportAmt0234470
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0740221
IRS990/TotalAssetsEOYAmt0721340
IRS990/TotalAssetsGrp/BOYAmt0740221
IRS990/TotalAssetsGrp/EOYAmt0721340
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019446
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010738
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054791
IRS990/TotalFunctionalExpensesGrp/TotalAmt065529
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100000
IRS990/TotalLiabilitiesEOYAmt0105000
IRS990/TotalLiabilitiesGrp/BOYAmt0100000
IRS990/TotalLiabilitiesGrp/EOYAmt0105000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0640221
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0616340
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054791
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022202
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041648
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0740221
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0721340
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 475

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$721,340
Liabilities
$105,000
Net assets
$616,340
Revenue
$41,648
Expenses
$65,529
Net income
-$23,881
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
2020Detailed filing. Detailed filing data is available for this year.$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