ANNIKA FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANNIKA FOUNDATION (EIN 26-3100887)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349306531
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:52:04-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263100887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIKA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNI | BusinessNameControlTxt |
| Phone | 4073851243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9685 LAKE NONA VILLAGE PLACE NO 205 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA IACONE-RADAELLI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4073851243 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA W CHEVALIER | PreparerPersonNm |
| PTIN | P01345044 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J MICHAEL MCGEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9685 LAKE NONA VILLAGE PLACE NO 205 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $790,562 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ANNIKAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ANNIKA FOUNDATION PROVIDES OPPORTUNITIES IN WOMEN'S GOLF AT THE JUNIOR, COLLEGIATE AND PROFESSIONAL LEVELS WHILE TEACHING YOUNG PEOPLE THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $2,904 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,616 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $204,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $82,298 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $274,232 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $583,400 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,718 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,961 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $518,193 | PYTotalRevenueAmt |
| CY Total Revenue | $702,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,228 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $82,124 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $78,478 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,502 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $383,516 | PYOtherExpensesAmt |
| CY Other Expenses | $373,285 | CYOtherExpensesAmt |
| PY Total Expenses | $484,868 | PYTotalExpensesAmt |
| CY Total Expenses | $451,763 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,325 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $250,896 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $743,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $993,350 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $742,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $993,332 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ANNIKA FOUNDATION PROVIDES OPPORTUNITIES IN WOMEN'S GOLF AT THE JUNIOR, COLLEGIATE AND PROFESSIONAL LEVELS WHILE TEACHING YOUNG PEOPLE THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $116,245 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ANNIKA INVITATIONAL SERIES OFFERS A UNIQUE GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS. THE EVENTS ARE HELD IN THE UNITED STATES, SWEDEN AND CHINA. THE PURPOSE OF THE TOURNAMENTS IS NOT ONLY TO PROVIDE JUNIOR PLAYERS WITH THE OPPORTUNITY TO COMPETE AGAINST WORLD CLASS COMPETITION BUT ALSO TO EDUCATE THEM ABOUT THE OFF-COURSE ELEMENTS OF PLAYING COLLEGIATE AND PROFESSIONAL GOLF, SUCH AS MEDIA TRAINING AND THE IMPORTANCE OF HEALTH AND NUTRITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $235,965 | ExpenseAmt |
| Revenue | $33,000 | RevenueAmt |
| Desc | THE ANNIKA INTERCOLLEGIATE IS A 54-HOLE STROKE PLAY GOLF TOURNAMENT FEATURING 12 OF THE TOP DIVISION I WOMEN'S COLLEGE TEAMS IN THE UNITED STATES. THE EVENT IS HELD AT REUNION RESORT IN ORLANDO, FLORIDA WITH EACH TEAM CONSISTING OF FIVE WOMEN COMPETING FOR A TEAM AND INDIVIDUAL TITLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,347 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ANNIKA JUNIOR DAY IS HELD TO TEACH THE FUNDAMENTALS OF GOLF AND THE IMPORTANCE OF PROPER FITNESS AND NUTRITION TO UNDERPRIVILEGED CENTRAL FLORIDA KIDS. NEARLY 80 KIDS FROM THE FIRST TEE OF CENTRAL FLORIDA AND THE ORLANDO MINORITY YOUTH GOLF ASSOCIATION HAD THE OPPORTUNITY TO SPEND THE DAY LEARNING AND ENJOYING A HEALTHY LUNCH AND GOLF CLINIC WITH ANNIKA. THIS PROGRAM IS HELD IN MEMORY OF HOLLY BAXTER | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,282 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDES (1) ANNIKA CUP - CREATED IN 2007, THE ANNIKA CUP IS AN ANNUAL MATCH PLAY COMPETITION FOR 12 OF THE TOP FEMALE AMATEUR GIRLS IN SWEDEN. THE TOURNAMENT INTEGRATES TRAINING WITH A COMPETITION ELEMENT. IT INTRODUCES DRILLS AND TECHNIQUES ANNIKA USES AND THAT HER TEAM TEACHES AT THE ANNIKA ACADEMY. THE GIRLS ARE ALSO SPLIT INTO TWO TEAMS OF SIX TO COMPETE AGAINST EACH OTHER IN SINGLES MATCH PLAY. ON THE LAST DAY OF THE EVENT, ANNIKA CONDUCTS A CLINIC FOR THE GIRLS, HOSTS A Q&A SESSION AND THEN SITS DOWN WITH THEM FOR LUNCH; AND (2) DONATIONS TO (A) AJGA - THE GOAL OF THE ACE GRANT PROGRAM IS TO GIVE TOP-FLIGHT GOLF OPPORTUNITIES TO YOUNG GOLFERS REGARDLESS OF FINANCIAL RESOURCES. THIS PROGRAM HELPS TO FULFILL THE AJGA'S MISSION OF DEVELOPING YOUNG MEN AND WOMEN WHO ASPIRE TO EARN COLLEGE GOLF SCHOLARSHIPS THROUGH COMPETITIVE JUNIOR GOLF; (B) FLORIDA HOSPITAL FOUNDATION "FIT POSSIBLE PROGRAM" - FOUNDED IN 1908, THE FLORIDA HOSPITAL FOUNDATION, IS A 501(C)(3) NONPROFIT ORGANIZATION WITH A MISSION TO HEAL THE SICK, HELPING THOSE IN NEED, AND OFFERING A NEW AND BETTER LIFE THROUGH THEIR CAREGIVERS; AND (C) LITTLE LINKSTERS ASSOCIATION - FOUNDED IN 2008, THE LITTLE LINKSTERS GOLF PROGRAM A 501(C)(3) NONPROFIT ORGANIZATION THAT HAS BROUGHT THE GAME OF GOLF TO A TYPICALLY NON-TRADITIONAL SECT OF THE GOLFING POPULATION; THE "PEE-WEE" GOLFER (AGES 3-8). THE LITTLE LINKSTERS GOLF PROGRAM IS A GREAT INTRODUCTION TO THE GAME OF GOLF FOR ALL CHILDREN IN THIS AGE GROUP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,282 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $360,839 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELA IACONE-RADAELLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4074055355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9685 LAKE NONA VILLAGE PLACE STE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DANIEL DUTTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAY BRENNAN | ||||||
| CHAIR/DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES MECHEM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNIKA SORENSTAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY MICHAEL MCGEE | ||||||
| PRESIDENT/DIRECTOR | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM RIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BOCKORNY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHEILA C JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA IACONE-RADAELLI | ||||||
| TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL SHEETZ | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $82,298 | AllOtherContributionsAmt |
| Total Contributions | $82,298 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| ANNIKA INTERCOLLEGIATE | 713990 | $383,000 | $33,000 | $350,000 | |
| ANNIKA INVITATIONAL | 713990 | $165,400 | $162,496 | $2,904 | |
| SHARE MY PASSION DAY | 713990 | $20,000 | $20,000 | ||
| ANNIKA JUNIOR DAY | 713990 | $15,000 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $583,400 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,051 | TotalRevenueColumnAmt |
| Exclusion | $8,051 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $116,813 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,903 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,910 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,910 | TotalRevenueColumnAmt |
| Exclusion | $28,910 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,904 | UnrelatedBusinessRevenueAmt |
| Exclusion | $584,457 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,826 | TotalAmt |
| Program Services | $37,116 | ProgramServicesAmt |
| Management And General | $19,427 | ManagementAndGeneralAmt |
| Fundraising | $6,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,588 | TotalAmt |
| Program Services | $1,553 | ProgramServicesAmt |
| Management And General | $776 | ManagementAndGeneralAmt |
| Fundraising | $259 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,258 | TotalAmt |
| Program Services | $2,872 | ProgramServicesAmt |
| Management And General | $4,907 | ManagementAndGeneralAmt |
| Fundraising | $479 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,806 | TotalAmt |
| Program Services | $2,839 | ProgramServicesAmt |
| Management And General | $1,486 | ManagementAndGeneralAmt |
| Fundraising | $481 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,153 | TotalAmt |
| Management And General | $7,153 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,087 | TotalAmt |
| Management And General | $4,087 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,022 | TotalAmt |
| Management And General | $17,022 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882 | TotalAmt |
| Management And General | $882 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,601 | TotalAmt |
| Management And General | $1,601 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599 | TotalAmt |
| Management And General | $599 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,105 | TotalAmt |
| Management And General | $5,105 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $316,459 | $316,459 | |
| PUBLIC RELATIONS | $18,000 | $18,000 | |
| DUES AND FEES | $1,335 | $1,335 | |
| TELEPHONE | $1,042 | $1,042 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,763 | TotalAmt |
| Program Services | $360,839 | ProgramServicesAmt |
| Management And General | $83,422 | ManagementAndGeneralAmt |
| Fundraising | $7,502 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,209 | BOYAmt |
| EOY | $671,194 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,499 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,345 | BOYAmt |
| EOY | $322,156 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,281 | BOYAmt |
| EOY | $993,350 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845 | BOYAmt |
| EOY | $18 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845 | BOYAmt |
| EOY | $18 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,436 | BOYAmt |
| EOY | $993,332 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,436 | BOYAmt |
| EOY | $993,332 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,281 | BOYAmt |
| EOY | $993,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $250,896 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $644,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $615,081 | CurrentTaxYearAmt |
| Total | $2,702,761 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,000 | CurrentTaxYearAmt |
| Total | $66,000 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $644,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $648,081 | CurrentTaxYearAmt |
| Total | $2,768,761 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,768,761 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,961 | CurrentTaxYearAmt |
| Total | $101,236 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,374 | CurrentTaxYearAmt |
| Total | $2,374 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,335 | CurrentTaxYearAmt |
| Total | $103,610 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $424,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $645,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $596,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $687,416 | CurrentTaxYearAmt |
| Total | $2,872,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96390 | PublicSupportCY509Pct |
| Investment Income CY | 0.03610 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,499 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH MUTUAL FUNDS | Desc |
| Book Value | $322,156 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $322,156 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $18 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN ASIA. | $3,511 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | GOLF TOURNAMENT AND EDUCATIONAL PROGRAM FOR THE TOP JUNIOR FEMALE GOLFERS IN EUROPE. | $25,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,361 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,361 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AND OTHER ASSISTANCE ARE NOT PROVIDED OR USED OUTSIDE OF THE UNITED STATES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JERRY MICHAEL MCGEE AND ANNIKA SORENSTAM ARE DIRECTORS WHO ARE MARRIED. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ARE GIVEN AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS FORWARDED TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. IF THE BOARD MEMBER HAS ANY QUESTIONS OR CONCERNS, THEY ARE INSTRUCTED TO CONTACT THE TREASURER WITHIN SEVEN DAYS OF RECEIPT OF THE RETURN. AFTER THE SEVEN-DAY PERIOD FOR REVIEW, THE TAX PREPARER WILL FINALIZE THE RETURN AND SEND IT TO THE TREASURER. UPON FINAL REVIEW IT WILL BE SIGNED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR OR OFFICER MUST DISCLOSE A CONFLICT OF INTEREST (1) PRIOR TO VOTING ON ANY MATTER INVOLVING A CONFLICT OF INTEREST, (2) PRIOR TO ENTERING INTO ANY CONTRACT OR TRANSACTION INVOLVING A CONFLICT, (3) AS SOON AS POSSIBLE AFTER THE DIRECTOR OR OFFICER LEARNS OF THE CONFLICT, AND (4) ON THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. TO ENFORCE THIS POLICY, THE SECRETARY OF THE ORGANIZATION DISTRIBUTES ANNUALLY TO ALL DIRECTORS AND OFFICERS A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST. THE ANNUAL CONLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED EACH YEAR TO ENSURE THAT THE ORGANIZATION IS IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | AT THE COMPLETION OF EACH FISCAL YEAR, TOP OFFICIALS OF THE ANNIKA FOUNDATION PREPARE A DETAILED REVIEW OF THE PRIOR YEAR'S PROGRAMMING RESULTS AND FINANCIAL PERFORMANCE WHICH IS SUBMITTED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. COMPENSATION ADJUSTMENTS, IF ANY, ARE DETERMINED BY A CONSENSUS AND RESOLUTION OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |