Civic Intelligence

Anna Local Schools Education Foundation

990 • Fiscal year 2023 • EIN 31-1399118

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 05, 2023

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

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.53x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$731,086

Down $103,769 (-12%) from 2022

Net Assets

Down

$695,086

Down $26,769 (-3.7%) from 2022

Liabilities

Down

$36,000

Down $77,000 (-68%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin9th percentile

Revenue

Down

$68,527

Down $117,949 (-63%) from 2022

Expenses

Down

$95,296

Down $26,478 (-22%) from 2022

Net Income

Down

-$26,769

Down $91,471 (-141%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$731,086
Liabilities$36,000
Net Assets$695,086
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$68,527
Expenses$95,296
Net Income-$26,769
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 5, 2023
Return Version
2022v5.0
Gross Receipts
$201,636
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$707,458$645,047▼ $62,411
Cash and Non-Interest-Bearing Accounts$127,397$86,039▼ $41,358
Accounts Receivable$0$0→ $0
Total Assets$834,855$731,086▼ $103,769
Liabilities
Accounts Payable and Accrued Expenses$113,000$36,000▼ $77,000
Total Liabilities$113,000$36,000▼ $77,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$594,458$609,047▲ $14,589
Net Assets Without Donor Restrictions$127,397$86,039▼ $41,358
Total Net Assets Fund Balance$721,855$695,086▼ $26,769
Total Liabilities and Net Assets / Fund Balance$834,855$731,086▼ $103,769
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Leslie Pettit107 Sapphire Anna Oh 45302
Derek Billing111 Peridot Anna Oh 45302
Diane Bornhorst11950 St Rt 119 Anna Oh 45302
Blythe Egbert12333 Wenger Rd Anna Oh 45302
Heather Wuebker12711 Thaman Rd Anna Oh 45302
Kathy Fogt13310 Mccartyville Rd Anna Oh 45302
Alex Counts13477 Sycamore Trail Anna Oh 45302
Andy Bixler212 Peridot St Anna Oh 45302
Deb Banks301 E North 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
Andy SchulzeRuby Ct Anna Oh 45302
Craig AlbersWhitefeather Trail Anna Oh
Revenue and Support

Revenue Composition

Contributions and Grants
$47,506
Program Service Revenue
$0
Investment Income
$13,616
Other Revenue
$7,405
All Other Contributions
$47,506
Change in Net Assets
$-26,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,296
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$76,000$0$0$76,000
Fees for Services Accounting$0$950$0$950
Insurance$0$223$0$223
Office Expenses$0$44$0$44
Total Functional Expenses$84,797$10,499$0$95,296
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,740
Fundraising Direct Expenses$6,335
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Banquet$13,740$13,740$292$13,448
Total Events$13,740$13,740$6,335$7,405
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
No
Audit committee
No
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
Alex Counts
Title
Treasurer
Phone
9373944411
Signed
2023-09-05
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/ManagementAndGeneralAmt2200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt18797
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt376000
IRS990/OtherExpensesGrp/TotalAmt09082
IRS990/OtherExpensesGrp/TotalAmt18797
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherExpensesGrp/TotalAmt376000
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 AND BOOK FAIRS, AND SPONSORED A SCHOOL VOLUNTEER PROGRAM FOR VOLUNTEER GIFTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06297
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION DONATED TO THE ANNA LOCAL SCHOOL FOR SPEAKER AT ALL ROCKETS READ PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt056704
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0114923
IRS990/PYOtherExpensesAmt0121774
IRS990/PYOtherRevenueAmt014849
IRS990/PYRevenuesLessExpensesAmt064702
IRS990/PYTotalExpensesAmt0121774
IRS990/PYTotalRevenueAmt0186476
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-26769
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0170163
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011793
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015628
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt073793
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69750
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.78010
IRS990ScheduleA/PublicSupportTotal170Amt0170163
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027484
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0170163
IRS990ScheduleA/TotalSupportAmt0243956
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06335
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06043
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013740
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0292
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0292
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/TotalAssetsBOYAmt0834855
IRS990/TotalAssetsEOYAmt0731086
IRS990/TotalAssetsGrp/BOYAmt0834855
IRS990/TotalAssetsGrp/EOYAmt0731086
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047506
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010499
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084797
IRS990/TotalFunctionalExpensesGrp/TotalAmt095296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113000
IRS990/TotalLiabilitiesEOYAmt036000
IRS990/TotalLiabilitiesGrp/BOYAmt0113000
IRS990/TotalLiabilitiesGrp/EOYAmt036000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0721855
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0695086
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt084797
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068527
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0834855
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0731086
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 475

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$731,086
Liabilities
$36,000
Net assets
$695,086
Revenue
$68,527
Expenses
$95,296
Net income
-$26,769
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