Civic Intelligence

Anny Bakalian Educational Fund

EIN 84-3244532 • Reston, VA

12030 Sunrise Valley Drive 450Reston, VA 20191
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

29th percentile

-15%

Higher net margin than 29% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-1.2%

Faster asset growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$282,913

Down $3,458 (-1.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$282,913

Down $3,458 (-1.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Up

$23,729

Up $24,452 (+3382%) from 2023

Expenses

Up

$27,187

Up $401 (+1.5%) from 2023

Net Income

Up

-$3,458

Up $24,051 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $300,668Liabilities 2021: $1Net Assets 2021: $300,6682021Assets 2022: $313,880Liabilities 2022: $1Net Assets 2022: $313,8802022Assets 2023: $286,371Liabilities 2023: $1Net Assets 2023: $286,3712023Assets 2024: $282,913Liabilities 2024: $0Net Assets 2024: $282,9132024

Highlighted filing

2024

Assets$282,913
Liabilities$0
Net Assets$282,913
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $6,707Expenses 2019: $6,707Net Income 2019: $02019Revenue 2020: $16,025Expenses 2020: $16,025Net Income 2020: $02020Revenue 2021: $307,477Expenses 2021: $6,809Net Income 2021: $300,6682021Revenue 2022: $31,068Expenses 2022: $17,856Net Income 2022: $13,2122022Revenue 2023: -$723Expenses 2023: $26,786Net Income 2023: -$27,5092023Revenue 2024: $23,729Expenses 2024: $27,187Net Income 2024: -$3,4582024

Highlighted filing

2024

Revenue$23,729
Expenses$27,187
Net Income-$3,458
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,913
Liabilities
$0
Net assets
$282,913
Revenue
$23,729
Expenses
$27,187
Net income
-$3,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.24$0.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.01$0.27$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.31$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$3.07$0.07$3.01
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.16$0.00
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.07$0.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNY BAKALIANPresident/Director-$0--
HAIG GULIANSecretary/Director-$0--
ANOUSH GULIANTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Anny Bakalian Educational Fund
EIN
84-3244532
Phone
7034379720
Address
12030 SUNRISE VALLEY DRIVE 450, RESTON, VA 20191

Signing Officer

Name
Anny Bakalian
Title
President
Phone
7034379720
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Matthew Q Keefer CPA
Phone
4103565900
Raw XML Appendix298 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01695
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012199
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013894
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012769
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012199
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ANNY BAKALIAN LIFETIME TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012030 SUNRISE VALLEY DRIVE SUITE 45
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020191
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012435
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12752
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01844
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12752
TaxesSchedule/TaxesDetail/Amt0210
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNY BAKALIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNY BAKALIAN EDUCATIONAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0ANNY
ReturnHeader/Filer/EIN0843244532
ReturnHeader/Filer/PhoneNum07034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DRIVE 450
ReturnHeader/Filer/USAddress/CityNm0RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020191
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs02025-05-13T10:55:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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