Civic Intelligence

Annette Funicello Research Fund for Neurological Diseases

EIN 80-0856316 • 501(c)3 • Bakersfield, CA

Profile

The Fund exists to support university level research in search of the cure for multiple sclerosis and other neurological diseases.

12702 Eversham DrBakersfield, CA 93311

annetteconnection.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-8.8%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-39%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

2.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$8,828

Down $5,672 (-39%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$8,828

Down $5,672 (-39%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin32nd percentile

Revenue

Up

$65,170

Up $1,620 (+2.5%) from 2022

Expenses

Up

$70,917

Up $4,543 (+6.8%) from 2022

Net Income

Down

-$5,747

Down $2,923 (-104%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $0Net Assets 2012: $02012Assets 2014: $26,196Liabilities 2014: $20Net Assets 2014: $26,1762014Assets 2015: $24,320Liabilities 2015: $592015Assets 2016: $25,878Net Assets 2016: $25,8782016Assets 2017: $21,523Liabilities 2017: $31Net Assets 2017: $21,4922017Assets 2018: $33,981Net Assets 2018: $33,9812018Assets 2019: $26,209Liabilities 2019: $1,561Net Assets 2019: $24,6482019Assets 2020: $9,201Liabilities 2020: $2,067Net Assets 2020: $7,1342020Assets 2021: $17,324Liabilities 2021: $0Net Assets 2021: $17,3242021Assets 2022: $14,500Liabilities 2022: $0Net Assets 2022: $14,5002022Assets 2023: $8,828Liabilities 2023: $0Net Assets 2023: $8,8282023

Highlighted filing

2023

Assets$8,828
Liabilities$0
Net Assets$8,828
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $02012Revenue 2014: $89,123Expenses 2014: $83,576Net Income 2014: $5,5472014Revenue 2015: $29,948Expenses 2015: $31,863Net Income 2015: -$1,9152015Revenue 2016: $70,033Expenses 2016: $68,416Net Income 2016: $1,6172016Revenue 2017: $127,071Expenses 2017: $131,457Net Income 2017: -$4,3862017Revenue 2018: $20,361Expenses 2018: $7,872Net Income 2018: $12,4892018Revenue 2019: $40,156Expenses 2019: $49,489Net Income 2019: -$9,3332019Revenue 2020: $25,288Expenses 2020: $42,802Net Income 2020: -$17,5142020Revenue 2021: $46,138Expenses 2021: $38,251Net Income 2021: $7,8872021Revenue 2022: $63,550Expenses 2022: $66,374Net Income 2022: -$2,8242022Revenue 2023: $65,170Expenses 2023: $70,917Net Income 2023: -$5,7472023

Highlighted filing

2023

Revenue$65,170
Expenses$70,917
Net Income-$5,747
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$8,828
Liabilities
$0
Net assets
$8,828
Revenue
$65,170
Expenses
$70,917
Net income
-$5,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.65$0.71$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.64$0.66$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.46$0.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.02$0.07$0.25$0.43$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.25$0.40$0.49$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.20$0.08$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.21$1.27$1.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.70$0.68$0.02
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.30$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.89$0.84$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 10, 2023
Return Version
2022v5.0
Gross Receipts
$65,170
Mission and Program Overview

Mission

The Annette Funicello Research Fund for Neurological Diseases is dedicated to funding research into the cause, treatment, and cure of Multiple Sclerosis and other neurological diseases.

The Fund exists to support university level research in search of the cure for multiple sclerosis and other neurological diseases.

Program Services

DescriptionGrantsExpenses
$33,000 matching grant to BNAC at Jacobs Medical School at NYU Buffalo for CASA MS study of advanced MS at the Boston Home in Boston MA.$33,000$0
Donor outreach constant contact postage for shipping thank you gifts included in postage listed on line 15$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip HoltChairman-$0--
Carol SchumacherOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Annette Funicello Research Fund for Neurological Diseases
EIN
80-0856316
Phone
5103671096
Address
12702 Eversham Dr, Bakersfield, CA 93311

Signing Officer

Name
carol schumacher
Title
officer
Phone
5103671096
Signed
2023-09-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“$33,000 to Buffalo Neuroimaging Analysis Center at NYU Buffalo for CASA MS research study of advanced Multiple Sclerosis.”

Form 990-EZ, Part I, Line 16

“IRS penalty for late filing 990, $2306.90, notice cp141L”

Form 990-EZ, Part I, Line 20

“DOJ filing fees 75.00,”

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Carol Schumacher
IRS990EZ/BooksInCareOfDetail/PhoneNum05103671096
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02707 El Camino Real
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Redwood City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094061
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014500
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08828
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt065170
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5747
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0720
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014500
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08828
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065170
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014500
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08828
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014500
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08828
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Philip Holt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol Schumacher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1officer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt075
IRS990EZ/OtherExpensesTotalAmt02307
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Fund exists to support university level research in search of the cure for multiple sclerosis and other neurological diseases.
IRS990EZ/PrintingPublicationsPostageAmt01049
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Donor outreach constant contact postage for shipping thank you gifts included in postage listed on line 15
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1$33,000 matching grant to BNAC at Jacobs Medical School at NYU Buffalo for CASA MS study of advanced MS at the Boston Home in Boston MA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt133000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt033841
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt070917
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt065170
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0annetteconnection.com
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0205972
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0205972
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046138
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040156
IRS990ScheduleA/Total509Grp/TotalAmt0205972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040156
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0205972
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$33,000 to Buffalo Neuroimaging Analysis Center at NYU Buffalo for CASA MS research study of advanced Multiple Sclerosis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS penalty for late filing 990, $2306.90, notice cp141L
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOJ filing fees 75.00,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0carol schumacher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05103671096
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNETTE FUNICELLO RESEARCH FUND FOR NEUROLOGICAL DISEASES
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0800856316
ReturnHeader/Filer/PhoneNum05103671096
ReturnHeader/Filer/USAddress/AddressLine1Txt012702 Eversham Dr
ReturnHeader/Filer/USAddress/CityNm0Bakersfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093311
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-09-10T20:59:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.