Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Balance Sheet
Assets
Down$19,967
Down $1,861 (-8.5%) from 2017
Net Assets
Down$19,967
Down $1,861 (-8.5%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Up$35,800
Up $4,895 (+16%) from 2017
Expenses
Up$37,661
Up $15,791 (+72%) from 2017
Net Income
Down-$1,861
Down $10,896 (-121%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2017 to May 31, 2018
- Signed
- Nov 27, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $35,800
Mission and Program Overview
Mission
Raise funds to distribute to various 501(c)3 charitable organizations whose purpose is to nurture, care for and otherwise enrich the lives of handicapped and other special needs children.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DISTRIBUTION OF FUNDS RECEIVED TO VARIOUS 501(C)3 ORGANIZATIONS WHOSE PURPOSE IS TO NURTURE, CARE FOR OR OTHERWISE ENRICH THE LIVES OF HANDICAPPED AND SPECIAL NEEDS CHILDREN. | $36,780 | $36,780 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SHERIE MONTALTO | President | - | $0 | - | - |
| TINA PELLEY | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- ANNUAL CHILDREN'S INVITATIONAL INC
- EIN
- 59-3623031
- Phone
- 8502448669
- Address
- 1226 SANTA ROSA BLVD, FORT WALTON BEACH, FL 32548-6120
Signing Officer
- Name
- Sherie Montalto
- Title
- President
- Phone
- 8502448669
- Signed
- 2018-11-27
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Warren Averett LLC
- Address
- 45 EGLIN PARKWAY SUITE 301, FT WALTON BEACH, FL 32548
- Preparer
- Kelley Chamblin CPA
- Phone
- 8502445121
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: charitable. Grantee name: animal protection league of okaloosa county, inc. Grantee address: 623 w sunset blvd fort walton beach, fl 32547. Grantee relationship: none. Date of gift: 05/31/18. Amount given: 5,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: charitable. Grantee name: pryor middle school. Grantee address: 201 racetrack rd. Nw fort walton beach, fl 32547. Grantee relationship: none. Date of gift: 05/31/18. Amount given: 31,780. Total included on form 990-ez, line 10: 36,780.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: taxes and licenses. Amount: 136. Description: office expenses. Amount: 44. Total to form 990-ez, line 16: 180.”
Raw XML Appendix158 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TINA PELLEY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8502448669 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1120B SANTA ROSA BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT WALTON BEACH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32548 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 21828 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 19967 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 35800 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1861 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 700 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 21828 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 19967 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 36780 |
| IRS990EZ/GrossReceiptsAmt | 0 | 35800 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 21828 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 19967 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 21828 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 19967 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SHERIE MONTALTO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TINA PELLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 180 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | RAISE FUNDS TO DISTRIBUTE TO VARIOUS 501(C)3 CHARITABLE ORGANIZATIONS WHOSE PURPOSE IS TO NURTURE, CARE FOR AND OTHERWISE ENRICH THE LIVES OF HANDICAPPED AND OTHER SPECIAL NEEDS CHILDREN. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DISTRIBUTION OF FUNDS RECEIVED TO VARIOUS 501(C)3 ORGANIZATIONS WHOSE PURPOSE IS TO NURTURE, CARE FOR OR OTHERWISE ENRICH THE LIVES OF HANDICAPPED AND SPECIAL NEEDS CHILDREN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 36780 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36780 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 37661 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36780 |
| IRS990EZ/TotalRevenueAmt | 0 | 35800 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 35800 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 30905 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 132321 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 96333 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 74972 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 370331 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 10 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 98792 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 90500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 98767 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 288059 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 4 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 3 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 10 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 658390 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 35800 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 30905 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 231113 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 186833 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 173739 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 658390 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 35800 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 30905 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 231117 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 186836 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 173742 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 658400 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ANIMAL PROTECTION LEAGUE OF OKALOOSA COUNTY, INC. GRANTEE ADDRESS: 623 W SUNSET BLVD FORT WALTON BEACH, FL 32547. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/31/18. AMOUNT GIVEN: 5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: PRYOR MIDDLE SCHOOL. GRANTEE ADDRESS: 201 RACETRACK RD. NW FORT WALTON BEACH, FL 32547. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/31/18. AMOUNT GIVEN: 31,780. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 36,780. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TAXES AND LICENSES. AMOUNT: 136. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 44. TOTAL TO FORM 990-EZ, LINE 16: 180. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHERIE MONTALTO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8502448669 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-11-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ANNUAL CHILDREN'S INVITATIONAL INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ANNU |
| ReturnHeader/Filer/EIN | 0 | 593623031 |
| ReturnHeader/Filer/PhoneNum | 0 | 8502448669 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1226 SANTA ROSA BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FORT WALTON BEACH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 325486120 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 2D987792E458F03A728606045A1D25862BB6CC98 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 209.136.244.2 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-27 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:56:31 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 454084437 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WARREN AVERETT LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 45 EGLIN PARKWAY SUITE 301 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FT WALTON BEACH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32548 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8502445121 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KELLEY CHAMBLIN CPA |
| ReturnHeader/ReturnTs | 0 | 2018-12-13T16:35:27-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-05-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $19,967
- Liabilities
- $0
- Net assets
- $19,967
- Revenue
- $35,800
- Expenses
- $37,661
- Net income
- -$1,861