ANNIKA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANNIKA FOUNDATION (EIN 26-3100887)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201341349349303574
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T12:35:55-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454084437 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren Averett LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Eglin Parkway Suite 301 | AddressLine1 |
| City | Ft Walton Beach | City |
| State | FL | State |
| ZIP Code | 32548 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263100887 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Annika Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNI | NameControl |
| Phone | 4073851243 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9685 Lake Nona Village Place No 205 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32827 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Angela Iacone-Radaelli | Name |
| Title | Treasurer | Title |
| Phone | 4073851243 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kelley Chamblin | Name |
| PTIN | P00651140 | PTIN |
| Phone | 8502445121 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Donald Ochsenreiter | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9685 Lake Nona Village Place No 205 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 706679 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | Annikafoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | To teach children the importance of living a healthy, active life through fitness and nutrition and to offer aspiring junior golfers opportunities to pursue their dreams. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 324351 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 511308 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 88550 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 133500 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11312 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1003 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3137 | OtherRevenuePriorYear |
| Other Revenue Current Year | -254000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 421076 | TotalRevenuePriorYear |
| Total Revenue Current Year | 391811 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37833 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 342556 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 197093 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 36867 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 232669 | OtherExpensePriorYear |
| Other Expenses Current Year | 197673 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 613058 | TotalExpensesPriorYear |
| Total Expenses Current Year | 394766 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -191982 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2955 | RevenuesLessExpensesCY |
| Total Assets BOY | 414414 | TotalAssetsBOY |
| Total Assets EOY | 411387 | TotalAssetsEOY |
| Total Liabilities BOY | 72 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 414342 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 411387 | NetAssetsOrFundBalancesEOY |
| Mission Description | To teach children the importance of living a healthy, active life through fitness and nutrition and to offer aspiring junior golfers opportunities to pursue their dreams. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 108688 | Expense |
| Revenue | 118500 | Revenue |
| Description | Annika Invitational offers a unique golf tournament and educational program for the top junior female golfers. The purpose of the tournament 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15163 | Expense |
| Description | 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 amoung 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 shcools and after-school settings as possible and to teach all kids the importance of leading a healthy, active lifestyle. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 502 | Expense |
| Revenue | 15000 | Revenue |
| Description | Annika Junior Day is held to teach the fundamentals of golf and the importance of proper fitness and nutrition to underserved Central Florida kids. Nearly 80 kids from the Boys & Girls Club 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 37731 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 37731 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 162084 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Angela Iacone-Radaelli | NamePerson |
| Telephone Number | 4074055355 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9685 Lake Nona Village Place No 205 | AddressLine1 |
| City | Orlando | City |
| State | FL | State |
| ZIP Code | 32827 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Donald Ochsenreiter | ||||||
| Former President/Director | 40.00 | X | 167324 | 0 | 9825 | |
| 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 | |
| Mark Steinberg | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jerry Michael McGee | ||||||
| President/Director | 10.00 | X | 0 | 0 | 0 | X |
| 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 | 0 | 0 | 0 | X | |
| Micheal Sheetz | ||||||
| Secretary | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 167324 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9825 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 356470 | FundraisingEvents |
| All Other Contributions | 154838 | AllOtherContributions |
| Total Contributions | 511308 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Annika Invitational | 713990 | 118500 | 118500 |
| Annika Junior Day | 713990 | 15000 | 15000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 133500 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7919 | TotalRevenueColumn |
| Exclusion | $7,919 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53952 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60868 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6916 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6916 | TotalRevenueColumn |
| Exclusion | -$6,916 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 356470 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 254000 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -254000 | TotalRevenueColumn |
| Exclusion | -$254,000 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 391811 | TotalRevenueColumn |
| Related Or Exempt Function Income | 133500 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$252,997 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155433 | Total |
| Program Services | 23315 | ProgramServices |
| Management And General | 108803 | ManagementAndGeneral |
| Fundraising | 23315 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17447 | Total |
| Program Services | 1745 | ProgramServices |
| Management And General | 13957 | ManagementAndGeneral |
| Fundraising | 1745 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5596 | Total |
| Program Services | 811 | ProgramServices |
| Management And General | 3974 | ManagementAndGeneral |
| Fundraising | 811 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7628 | Total |
| Program Services | 1106 | ProgramServices |
| Management And General | 5416 | ManagementAndGeneral |
| Fundraising | 1106 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10989 | Total |
| Program Services | 1593 | ProgramServices |
| Management And General | 7803 | ManagementAndGeneral |
| Fundraising | 1593 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9588 | Total |
| Management And General | 9588 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2250 | Total |
| Management And General | 2250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3471 | Total |
| Management And General | 3471 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1660 | Total |
| Management And General | 1660 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3781 | Total |
| Management And General | 3781 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12757 | Total |
| Management And General | 12757 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2354 | Total |
| Management And General | 2354 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program Expenses | 133514 | 133514 | ||
| Public Relations | 19715 | 19715 | ||
| General Fundraising | 8297 | 8297 | ||
| Dues and Fees | 286 | 286 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394766 | Total |
| Program Services | 162084 | ProgramServices |
| Management And General | 195815 | ManagementAndGeneral |
| Fundraising | 36867 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36136 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143988 | BOY |
| EOY | 169953 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234290 | BOY |
| EOY | 241434 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414414 | BOY |
| EOY | 411387 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414342 | BOY |
| EOY | 411387 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414342 | BOY |
| EOY | 411387 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414414 | BOY |
| EOY | 411387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2955 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 186841 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 683852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 701893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 327163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 511308 | CurrentTaxYear |
| Total | 2411057 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 186841 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 683852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 701893 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 327163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 511308 | CurrentTaxYear |
| Total | 2411057 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 416006 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1995051 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 311 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 892 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11311 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1003 | CurrentTaxYear |
| Total | 16093 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2427150 | TotalSupport |
| Gross Receipts From Admissions Etc | 322710 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82200 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Merrill Lynch Mutual Funds | Description |
| Book Value | 241434 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 241434 | TotalOfBookValueSecurities |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annika & Friends | NameOfEvent1 |
| Gross Receipts Event1 | 356470 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 356470 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 254000 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 356470 | GrossReceiptsTotal |
| Charitable Contributions Total | 356470 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 254000 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 254000 | DirectExpenseSummaryEvents |
| Net Income Summary | -254000 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Donald Ochsenreiter | NamePerson |
| Title | Former President/Director | Title |
| Base Compensation Filing Org | 123410 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 43914 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9825 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 177149 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Donald Ochsenreiter, Severence Payments $43,914 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 conflicts of interest disclosure statements are reviewed each year to ensure that the organization is in complaince with its conflict of interest policy. |
| Form 990, Part VI, Section B, line 15a | At the completion of each fiscal year, top officals 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. |