Civic Intelligence

Annette Funicello Research Fund for Neurological Diseases

990EZ • Fiscal year 2016 • EIN 80-0856316

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 14, 2017

Organization Profileannetteconnection.com
2502 Zachary AvenueShafter, CA 93263

(818) 970-4885

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

134%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$25,878

Up $1,558 (+6.4%) from 2015

Net Assets

$25,878

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$70,033

Up $40,085 (+134%) from 2015

Expenses

Up

$68,416

Up $36,553 (+115%) from 2015

Net Income

Up

$1,617

Up $3,532 (+184%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2016

Assets$25,878
Liabilities-
Net Assets$25,878
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$70,033
Expenses$68,416
Net Income$1,617
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$70,033
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.

Program Services

DescriptionGrantsExpenses
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.$65,430$61,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLEN D HOLTChairmanPT$0--
SHELLEY FABARESDirector-$0--
LINDSAY B MCDUFFIETreasurerPT$0--
SHARON BAIRDDirectorPT$0--
JERICHO MCMATTHEWSDirector-$0--
JILL MCDUFFIEDirector-$0--
LILLIAN NAKATINDODirector-$0--
ADAM ROGERSDirector-$0--
CAROL SCHUMACHERDirector-$0--
SAM SCHUMACHERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Annette Funicello Research Fund for
EIN
80-0856316
Phone
8189704885
Address
2502 ZACHARY AVENUE, SHAFTER, CA 93263

Signing Officer

Name
Lindsay B Mcduffie
Title
Treasurer
Signed
2017-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Hocking Denton Palmquist
Address
4885 Truxtun Ave Ste A, Bakersfield, CA 93309
Preparer
Michael Mariani CPA
Phone
6613255971
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: CHARITABLE | Donee's Name: CAL COMMUNITY FOUNDATION | Donee's Address: 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 | Relationship of Donee: THIRD PARTY | Cash Amount Given: $61000”

Other Expenses.1

“SUPPLIES $2318”

Other Expenses.2

“TELEPHONE $2043”

Other Expenses.4

“BANK FEES $660”

Other Expenses.5

“INTERNET $496”

Other Expenses.6

“TRAVEL/MEALS $137”

Other Expenses.7

“TAXES & LICENCES $10”

Total Liabilities.1

“CREDIT CARD PAYABLES - Beginning $59 CREDIT CARD PAYABLES - Ending $0”

Raw XML Appendix174 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LINDSAY MCDUFFIE
IRS990EZ/BooksInCareOfDetail/PhoneNum06613255971
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04885 TRUXTUN AVENUE SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025878
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070033
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01617
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025878
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt061000
IRS990EZ/GrossReceiptsAmt070033
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024261
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025878
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024261
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025878
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLEN D HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELLEY FABARES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSAY B MCDUFFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON BAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JERICHO MCMATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JILL MCDUFFIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LILLIAN NAKATINDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADAM ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CAROL SCHUMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SAM SCHUMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt01452
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annette Funicello Research Fund for Neurological Diseases is dedicated to funding research into the cause, treatment, and cure of Multiple Sclerosis and other neurological diseases.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065430
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt059
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068416
IRS990EZ/TotalProgramServiceExpensesAmt065430
IRS990EZ/TotalRevenueAmt070033
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0annetteconnection.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159156
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0159156
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089123
IRS990ScheduleA/Total509Grp/TotalAmt0159156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089123
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0159156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHARITABLE | Donee's Name: CAL COMMUNITY FOUNDATION | Donee's Address: 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 | Relationship of Donee: THIRD PARTY | Cash Amount Given: $61000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES $2318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TELEPHONE $2043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INTERNET $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAVEL/MEALS $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES & LICENCES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CREDIT CARD PAYABLES - Beginning $59 CREDIT CARD PAYABLES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSAY B MCDUFFIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNETTE FUNICELLO RESEARCH FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NEUROLOGICAL DISEASES
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0800856316
ReturnHeader/Filer/PhoneNum08189704885
ReturnHeader/Filer/USAddress/AddressLine1Txt02502 ZACHARY AVENUE
ReturnHeader/Filer/USAddress/CityNm0SHAFTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hocking Denton Palmquist
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04885 Truxtun Ave Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093309
ReturnHeader/PreparerPersonGrp/PhoneNum06613255971
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MARIANI CPA
ReturnHeader/ReturnTs02017-02-14T15:43:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,878
Liabilities
-
Net assets
$25,878
Revenue
$70,033
Expenses
$68,416
Net income
$1,617
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