2014-07-15T07:16:43-05:00 2013-12-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-01-01 263100887 ANNIKA FOUNDATION ANNI 4073851243 9685 LAKE NONA VILLAGE PLACE NO 205 ORLANDO FL 32827 ANGELA IACONE-RADAELLI TREASURER 4073851243 2014-07-10 1 JAY SATTLER P00041201 8605614000 2013 2015-11-30 17:44:51Z J MICHAEL MCGEE 9685 LAKE NONA VILLAGE PLACE NO 205 ORLANDO FL 32827 606428 0 X ANNIKAFOUNDATION.ORG X 2008 FL TO TEACH CHILDREN THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION AND OFFERS ASPIRING JUNIOR GOLFERS OPPORTUNITIES TO PURSUE THEIR DREAMS. 9 9 1 85 0 0 511308 252815 133500 331681 1003 12243 -254000 0 391811 596739 0 89598 0 0 197093 84005 0 0 8450 197673 125412 394766 299015 -2955 297724 411387 709371 0 260 411387 709111 X TO TEACH CHILDREN THE IMPORTANCE OF LIVING A HEALTHY, ACTIVE LIFESTYLE THROUGH FITNESS AND NUTRITION AND OFFERS ASPIRING JUNIOR GOLFERS OPPORTUNITIES TO PURSUE THEIR DREAMS. 1 0 76084 109681 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. 89598 89598 7000 THE FOUNDATION PARTNERS WITH SPARK PROGRAMS TO HELP EDUCATE AMERICA'S YOUTH ABOUT THE BENEFITS OF PHYSICAL FITNESS AND PROPER NUTRITION. THE FOUNDATION SELECTED SPARK AS A FITNESS AND NUTRITION CURRICULUM PARTNER BECAUSE OF ITS PROVEN RESEARCH-BASED SUCCESS AT POSITIVELY AFFECTING FITNESS AND INFLUENCING HEALTHY BEHAVIORS AMONG PRE K THROUGH 12TH GRADE CHILDREN WITH ITS AWARD-WINNING WELLNESS PROGRAMS. THIS PARTNERSHIP FOCUSES ON SEEKING OPPORTUNITIES TO IMPLEMENT THE SPARK PROGRAMS IN AS MANY SCHOOLS AND AFTER-SCHOOL SETTINGS AS POSSIBLE AND TO TEACH ALL KIDS THE IMPORTANCE OF LEADING A HEALTHY, ACTIVE LIFESTYLE. 1781 30000 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 90 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. 50563 185000 50563 185000 218026 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X ANGELA IACONE-RADAELLI 4074055355 9685 LAKE NONA VILLAGE PLACE STE ORLANDO FL 32827 X DANIEL DUTTON DIRECTOR 1.00 X 0 0 0 JAY BRENNAN DIRECTOR 1.00 X 0 0 0 CHARLES MECHEM DIRECTOR 1.00 X 0 0 0 ANNIKA SORENSTAM DIRECTOR 1.00 X 0 0 0 JERRY MICHAEL MCGEE PRESIDENT/DIRECTOR 10.00 X X 0 0 0 HERB LOTMAN DIRECTOR 1.00 X 0 0 0 TOM RIDGE DIRECTOR 1.00 X 0 0 0 DAVID BOCKORNY DIRECTOR 1.00 X 0 0 0 SHEILA C JOHNSON DIRECTOR 1.00 X 0 0 0 ANGELA IACONE-RADAELLI TREASURER 5.00 X 0 0 0 MICHAEL SHEETZ SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 252815 252815 ANNIKA INTERCOLLEGIATE 713990 185000 185000 ANNIKA INVITATIONAL 713990 109681 109681 ANNIKA JUNIOR DAY 713990 30000 30000 SPARK 713990 7000 7000 331681 11819 11819 10113 9689 424 424 424 596739 331681 0 12243 89598 89598 67053 40232 20116 6705 2508 1505 752 251 9123 5474 2737 912 5321 3193 1596 532 10076 10076 2165 2165 6015 6015 507 507 6375 6375 1227 1227 2148 2148 PROGRAM EXPENSES 78024 78024 PUBLIC RELATIONS 18000 18000 DUES AND FEES 825 825 GENERAL FUNDRAISING 50 50 299015 218026 72539 8450 169953 454453 241434 254918 411387 709371 0 260 0 260 X 411387 709111 0 0 0 0 411387 709111 411387 709371 297724 0 X 0 0 0 X 683852 701893 327163 511308 298496 2522712 683852 701893 327163 511308 298496 2522712 415466 2107246 892 2576 11311 1003 12243 28025 2550737 608710 0.82610 0.82200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MERRILL LYNCH MUTUAL FUNDS 254918 C 254918 PAYROLL LIABILITIES 260 260 1 SCHOOL SPECIALTY INC (SPARK) 438 CAMINO DEL RIO SOUTH SUITE 110 SAN DIEGO CA 92108 390971239 89598 1 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS IN THE UNITED STATES BY PREPARING A LINE-BY-LINE ITEMIZED BUDGET LISTING HOW THE GRANT FUNDS WILL BE EXPENDED. THE FOUNDATION WILL EXPEND THE GRANT FUNDS AS SPECIFICALLY ITEMIZED LINE-BY-LINE IN THE BUDGET OR THAT ANY DEVIATION FROM THE LINE-BY-LINE ITEMIZED BUDGET WILL NOT EXCEED $10,000.00 IN TOTAL. THE FOUNDATION MUST APPROVE TRANSFERS WITHIN LINES OF THE BUDGET IN EXCESS OF $10,000.00. BOOKS AND RECORDS ARE MAINTAINED IN SUCH A MANNER THAT THE RECEIPTS AND EXPENDITURES OF THE GRANT FUNDS ARE SHOWN SEPARATELY ON SUCH BOOKS AND RECORDS IN AN EASY TO UNDERSTAND FORMAT. SCHEDULE I, PART II, LINE 1H THE FOUNDATION PARTNERS WITH SPARK PROGRAMS TO HELP EDUCATE AMERICA'S YOUTH ABOUT THE BENEFITS OF PHYSICAL FITNESS AND PROPER NUTRITION. THE FOUNDATION SELECTED SPARK AS A FITNESS AND NUTRITION CURRICULUM PARTNER BECAUSE OF ITS PROVEN RESEARCH-BASED SUCCESS AT POSITIVELY AFFECTING FITNESS AND INFLUENCING HEALTHY BEHAVIORS AMONG PRE K THROUGH 12TH GRADE CHILDREN WITH ITS AWARD-WINNING WELLNESS PROGRAMS. THIS PARTNERSHIP FOCUSES ON SEEKING OPPORTUNITIES TO IMPLEMENT THE SPARK PROGRAMS IN AS MANY SCHOOLS AND AFTER-SCHOOL SETTINGS AS POSSIBLE AND TO TEACH ALL KIDS THE IMPORTANCE OF LEADING A HEALTHY, ACTIVE LIFESTYLE. THE FOUNDATION IMPLEMENTED THE SPARK PROGRAM IN 20 CENTRAL FLORIDA SCHOOLS. FORM 990, PART III, LINE 2 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. FORM 990, PART III, LINE 4D, OTHER SERVICE PROGRAM SERVICES SEE THE ANNIKA INTERCOLLEGIATE INFORMATION LISTED ABOVE. 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.