Civic Intelligence

Annual Childrens Invitational Inc.

990EZ • Fiscal year 2017 • EIN 59-3623031

Jun 01, 2016 to May 31, 2017 • Filed on Aug 07, 2017

1226 Santa Rosa BlvdFort Walton Beach, FL 32548-6120

(850) 244-8669

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$21,828

Up $9,035 (+71%) from 2016

Net Assets

Up

$21,828

Up $9,035 (+71%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$30,905

Down $178,944 (-85%) from 2016

Expenses

Down

$21,870

Down $178,734 (-89%) from 2016

Net Income

Down

$9,035

Down $210 (-2.3%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $72,422Liabilities 2011: $02011Assets 2012: $57,200Liabilities 2012: $0Net Assets 2012: $57,2002012Assets 2013: $3,027Liabilities 2013: $0Net Assets 2013: $3,0272013Assets 2014: $4,018Liabilities 2014: $0Net Assets 2014: $4,0182014Assets 2015: $3,548Liabilities 2015: $0Net Assets 2015: $3,5482015Assets 2016: $12,793Liabilities 2016: $0Net Assets 2016: $12,7932016Assets 2017: $21,828Liabilities 2017: $0Net Assets 2017: $21,8282017Assets 2018: $19,967Liabilities 2018: $0Net Assets 2018: $19,9672018Assets 2019: $16,915Liabilities 2019: $0Net Assets 2019: $16,9152019Assets 2020: $3,972Liabilities 2020: $0Net Assets 2020: $3,9722020Assets 2021: $21,750Liabilities 2021: $0Net Assets 2021: $21,7502021Assets 2022: $20,268Liabilities 2022: $0Net Assets 2022: $20,2682022Assets 2023: $10,410Liabilities 2023: $0Net Assets 2023: $10,4102023Assets 2024: $21,511Liabilities 2024: $0Net Assets 2024: $21,5112024Assets 2025: $20,878Liabilities 2025: $0Net Assets 2025: $20,8782025

Highlighted filing

2017

Assets$21,828
Liabilities$0
Net Assets$21,828

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $148,177Expenses 2011: $111,239Net Income 2011: $36,9382011Revenue 2012: $175,151Expenses 2012: $190,373Net Income 2012: -$15,2222012Revenue 2013: $150,771Expenses 2013: $204,944Net Income 2013: -$54,1732013Revenue 2014: $157,794Expenses 2014: $156,803Net Income 2014: $9912014Revenue 2015: $168,589Expenses 2015: $169,059Net Income 2015: -$4702015Revenue 2016: $209,849Expenses 2016: $200,604Net Income 2016: $9,2452016Revenue 2017: $30,905Expenses 2017: $21,870Net Income 2017: $9,0352017Revenue 2018: $35,800Expenses 2018: $37,661Net Income 2018: -$1,8612018Revenue 2019: $41,600Expenses 2019: $44,652Net Income 2019: -$3,0522019Revenue 2020: $15,650Expenses 2020: $28,593Net Income 2020: -$12,9432020Revenue 2021: $76,640Expenses 2021: $58,862Net Income 2021: $17,7782021Revenue 2022: $55,185Expenses 2022: $56,667Net Income 2022: -$1,4822022Revenue 2023: $42,395Expenses 2023: $52,253Net Income 2023: -$9,8582023Revenue 2024: $56,750Expenses 2024: $45,649Net Income 2024: $11,1012024Revenue 2025: $58,050Expenses 2025: $58,683Net Income 2025: -$6332025

Highlighted filing

2017

Revenue$30,905
Expenses$21,870
Net Income$9,035
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Aug 7, 2017
Return Version
2016v3.0
Gross Receipts
$30,905
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

DescriptionGrantsExpenses
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.$20,000$21,870
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherie MontaltoPresident-$0--
Tina PelleyDirector-$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
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
45 Eglin Parkway Suite 301, Ft Walton Beach, FL 32548
Preparer
Joseph W Henderson CPA
Phone
8502445121
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charitable. Grantee Name: Silver Sands School. Grantee Address: 349 Holmes Blvd Fort Walton Beach, FL 32548. Grantee Relationship: None. Date of Gift: 04/18/17. Amount Given: 7,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charitable. Grantee Name: Children's Home Society. Grantee Address: 176 Harris Street Fort Walton Beach, FL 32547. Grantee Relationship: None. Date of Gift: 04/18/17. Amount Given: 7,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Charitable. Grantee Name: Fresh Start for Children & Families. Grantee Address: 8 Bobolink St NE Fort Walton Beach, FL 32548. Grantee Relationship: None. Date of Gift: 04/18/17. Amount Given: 3,000.

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: 04/18/17. Amount Given: 3,000. Total included on Form 990-EZ, line 10: 20,000.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Contract labor. Amount: 60. Description: Taxes and licenses. Amount: 261. Description: Bank Service Charge. Amount: 135. Description: Office expenses. Amount: 314. Total to Form 990-EZ, line 16: 770.

Raw XML Appendix177 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08502448669
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01120B Santa Rosa Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Walton Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt021828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021828
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tina Pelley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0770
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Raise 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Distribution 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/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021870
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021870
IRS990EZ/TotalProgramServiceExpensesAmt021870
IRS990EZ/TotalRevenueAmt030905
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0132321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt096333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt074972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0431766
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076058
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0795896
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Charitable. Grantee Name: Silver Sands School. Grantee Address: 349 Holmes Blvd Fort Walton Beach, FL 32548. Grantee Relationship: None. Date of Gift: 04/18/17. Amount Given: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Charitable. Grantee Name: Children's Home Society. Grantee Address: 176 Harris Street Fort Walton Beach, FL 32547. Grantee Relationship: None. Date of Gift: 04/18/17. Amount Given: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Charitable. Grantee Name: Fresh Start for Children & Families. Grantee Address: 8 Bobolink St NE Fort Walton Beach, FL 32548. Grantee Relationship: None. Date of Gift: 04/18/17. Amount Given: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity 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: 04/18/17. Amount Given: 3,000. Total included on Form 990-EZ, line 10: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Contract labor. Amount: 60. Description: Taxes and licenses. Amount: 261. Description: Bank Service Charge. Amount: 135. Description: Office expenses. Amount: 314. Total to Form 990-EZ, line 16: 770.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherie Montalto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08502448669
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Annual Children's Invitational Inc
ReturnHeader/Filer/BusinessNameControlTxt0ANNU
ReturnHeader/Filer/EIN0593623031
ReturnHeader/Filer/PhoneNum08502448669
ReturnHeader/Filer/USAddress/AddressLine1Txt01226 Santa Rosa Blvd
ReturnHeader/Filer/USAddress/CityNm0Fort Walton Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0325486120
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02D987792E458F03A728606045A1D25862BB6CC98
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02017-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:03:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Warren Averett LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Eglin Parkway Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ft Walton Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032548
ReturnHeader/PreparerPersonGrp/PhoneNum08502445121
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Henderson CPA
ReturnHeader/ReturnTs02017-08-24T10:27:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.58$0.59$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.57$0.46$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.42$0.52$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.55$0.57$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.77$0.59$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.16$0.29$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.42$0.45$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.36$0.38$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.31$0.22$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$2.10$2.01$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.69$1.69$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.58$1.57$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$1.51$2.05$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$1.75$1.90$0.15
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$1.48$1.11$0.37