Civic Intelligence

The Anne Fund Inc.

990EZ • Fiscal year 2017 • EIN 81-2976203

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 12, 2018

Organization Profile
523 Cumberland StLebanon, PA 17042

(717) 274-8790

Siviq Scores

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

Liabilities / Assets

54th 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

54th 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

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

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

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.

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

Asset Growth

90th percentile

85%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

95th percentile

134%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$9,416

Up $4,313 (+85%) from 2016

Net Assets

Up

$9,416

Up $4,313 (+85%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin84th percentile

Revenue

Up

$14,439

Up $8,278 (+134%) from 2016

Expenses

Up

$10,126

Up $9,068 (+857%) from 2016

Net Income

Down

$4,313

Down $790 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$20K$15K$10K$5.0K$0Assets 2016: $5,103Liabilities 2016: $0Net Assets 2016: $5,1032016Assets 2017: $9,416Liabilities 2017: $0Net Assets 2017: $9,4162017Assets 2018: $17,138Liabilities 2018: $0Net Assets 2018: $17,1382018

Highlighted filing

2017

Assets$9,416
Liabilities$0
Net Assets$9,416
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$30K$20K$10K$0Revenue 2016: $6,161Expenses 2016: $1,058Net Income 2016: $5,1032016Revenue 2017: $14,439Expenses 2017: $10,126Net Income 2017: $4,3132017Revenue 2018: $26,358Expenses 2018: $18,636Net Income 2018: $7,7222018

Highlighted filing

2017

Revenue$14,439
Expenses$10,126
Net Income$4,313
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 12, 2018
Return Version
2017v2.2
Gross Receipts
$17,523
Mission and Program Overview

Mission

Help to fight against cancer

Program Services

DescriptionGrantsExpenses
RAISE FUNDS TO HELP LOCAL CHARITIES AND ASSIST LEBANON COUNTY FAMILIES IN THEIR FIGHT AGAINST CANCER-$10,126
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E GERHARTPresident-$0--
MICKEY SANTORAVice President-$0--
BARB POTENASecretary-$0--
LINDA JACKSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$17,173$17,173$2,584$14,589
Total Events$17,173$17,173$3,084$14,089
Filing and Contact Details

Filer

Filer Name
Anne Fund
EIN
81-2976203
Address
523 CUMBERLAND ST, Lebanon, PA 17042

Signing Officer

Name
Thomas E Gerhart
Title
President
Phone
7172748790
Signed
2018-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Ellis Lee Hostetter & Co Pc
Address
1810 S 5TH AVENUE, LEBANON, PA 17042
Preparer
Ellis Lee Hostetter
Phone
7172738197
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCANCER VICTIMS ASSISTANCE 2,500AMORTIZATION 126CANCER ORGANIZATION DONATIONS 7,400DONATION 100”

Description of other assets Part II line 24

“Category Beginning of Year End of YearORGANIZATION EXPENSES 572 446”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0THOMAS E GERHART
CompensationExplanation/CompensationExplanationGrp/PersonNm1MICKEY SANTORA
CompensationExplanation/CompensationExplanationGrp/PersonNm2BARB POTENA
CompensationExplanation/CompensationExplanationGrp/PersonNm3LINDA JACKSON
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1VOLUNTEER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2VOLUNTEER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3VOLUNTEER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THOMAS E GERHART
IRS990EZ/BooksInCareOfDetail/PhoneNum07172748790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0523 CUMBERLAND ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lebanon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017042
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0350
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04313
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05103
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09416
IRS990EZ/FundraisingGrossIncomeAmt017173
IRS990EZ/GrossReceiptsAmt017523
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05103
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05103
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09416
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS E GERHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICKEY SANTORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARB POTENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0572
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0446
IRS990EZ/OtherExpensesTotalAmt010126
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP TO FIGHT AGAINST CANCER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE FUNDS TO HELP LOCAL CHARITIES AND ASSIST LEBANON COUNTY FAMILIES IN THEIR FIGHT AGAINST CANCER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010126
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03084
IRS990EZ/SpecialEventsNetIncomeLossAmt014089
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010126
IRS990EZ/TotalProgramServiceExpensesAmt010126
IRS990EZ/TotalRevenueAmt014439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06511
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24270
IRS990ScheduleA/PublicSupportPY170Pct00.19850
IRS990ScheduleA/PublicSupportTotal170Amt01580
IRS990ScheduleA/SubstantialContributorsTotAmt04931
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06161
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06511
IRS990ScheduleA/TotalSupportAmt06511
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03084
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017173
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017173
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCANCER VICTIMS ASSISTANCE 2,500AMORTIZATION 126CANCER ORGANIZATION DONATIONS 7,400DONATION 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearORGANIZATION EXPENSES 572 446
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E GERHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07172748790
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0812976203
ReturnHeader/Filer/USAddress/AddressLine1Txt0523 CUMBERLAND ST
ReturnHeader/Filer/USAddress/CityNm0Lebanon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017042
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04DD4F0F5A4259B98D94BACFCA8EC3DAEE54D3068
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DD4F0F5A4259B98D94BACFCA8EC3DAEE54D3068
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId024289420181980enoa0c
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.126.169
ReturnHeader/FilingSecurityInformation/IPDt02018-07-17
ReturnHeader/FilingSecurityInformation/IPTm012:05:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251813350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS LEE HOSTETTER & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01810 S 5TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017042
ReturnHeader/PreparerPersonGrp/PhoneNum07172738197
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIS LEE HOSTETTER
ReturnHeader/ReturnTs02018-07-17T12:00:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,416
Liabilities
$0
Net assets
$9,416
Revenue
$14,439
Expenses
$10,126
Net income
$4,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$26.4$18.6$7.72
2017Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$14.4$10.1$4.31
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$6.16$1.06$5.10