Nonprofit · EIN 31-1399118
ANNA LOCAL SCHOOLS EDUCATION FOUNDATION
Tax-exempt · ANNA, OH 45302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $427,699 | $105,381 | $322,318 | $1,018,439 | $41,000 | $977,439 |
| June 30, 2024 | 990 | $63,074 | $103,039 | -$39,965 | $695,121 | $40,000 | $655,121 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $327,572
- Program service revenue
- $0
- Investment income
- $89,194
- Net gain from sales of assets
- $62,251
- Net income from fundraising events
- $10,933
- Other revenue
- $10,933
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $985
- Program services (functional)
- $91,931
- Management and general (functional)
- $13,450
Balance sheet and other
- Total assets, start of year
- $695,121
- Total assets, end of year
- $1,018,439
- Total liabilities, end of year
- $41,000
- Net assets, end of year
- $977,439
- Publicly traded securities
- $890,352
- Net assets without donor restrictions
- $128,087
- Net assets with donor restrictions
- $849,352
- Gross receipts
- $697,284
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1994
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG ALBERS | WHITEFEATHER TRAIL ANNA OH Trustee or director, Officer | 1 | $0 |
| ANDY SCHULZE | RUBY CT ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| KARA KIPP | 10555 ST RT 274 ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| ALEX COUNTS | 13477 SYCAMORE TRAIL ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| BLYTHE EGBERT | 12333 WENGER RD ANNA OH 45302 Trustee or director | 1 | $0 |
| ANDY BIXLER | 212 PERIDOT ST ANNA OH 45302 Trustee or director | 1 | $0 |
| AMY BEY | 8813 LONG RD VERSAILLES, OH 45380 Trustee or director | 1 | $0 |
| HEATHER WUEBKER | 12711 THAMAN RD ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| MIKE STEWART | 15940 AMSTERDAM RD ANNA OH 45302 Trustee or director | 1 | $0 |
| DIANE REISS | 9650 STATE ROUTE 119 ANNA OH 45302 Trustee or director | 1 | $0 |
| KAY WOLTERS | 8511 WELLS RD ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| DEREK BILLING | 111 PERIDOT ANNA OH 45302 Trustee or director | 1 | $0 |
| JOEL NASEMAN | 13011 WENGER RD ANNA OH 45302 Trustee or director | 1 | $0 |
| AMANDA SIEGEL | ANNA OH 45302 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG ALBERS | WHITEFEATHER TRAIL ANNA OH Trustee or director, Officer | 1 | $0 |
| ANDY SCHULZE | RUBY CT ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| DIANE BORNHORST | 11950 ST RT 119 ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| ALEX COUNTS | 13477 SYCAMORE TRAIL ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| BLYTHE EGBERT | 12333 WENGER RD ANNA OH 45302 Trustee or director | 1 | $0 |
| ANDY BIXLER | 212 PERIDOT ST ANNA OH 45302 Trustee or director | 1 | $0 |
| AMY BEY | 8813 LONG RD VERSAILLES, OH 45380 Trustee or director | 1 | $0 |
| HEATHER WUEBKER | 12711 THAMAN RD ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| MIKE STEWART | 15940 AMSTERDAM RD ANNA OH 45302 Trustee or director | 1 | $0 |
| DIANE REISS | 9650 STATE ROUTE 119 ANNA OH 45302 Trustee or director | 1 | $0 |
| KAY WOLTERS | 8511 WELLS RD ANNA OH 45302 Trustee or director, Officer | 1 | $0 |
| DEREK BILLING | 111 PERIDOT ANNA OH 45302 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 475, ANNA, OH 45302-0475
- Principal officer (990 for 2024)
- HEATHER WUEBKER, PO BOX 475, ANNA, OH 45302
- Signed the 990
- ALEX COUNTS, TREASURER
- Phone
- (937) 394-4411
- Return prepared by
- KENNETH J RETHMAN CPA INC
Mission
EDUCATIONAL SCHOLARSHIPS AND CHARITABLE BENEFIT FOR STUDENTS AND FORMER STUDENTS AND ALL PERSONS SEEKING EDUCATION WHOSE PARENTS HAVE BEEN OR WHO CURRENTLY ARE TAXPAYERS IN OR RESIDENTS
Program accomplishments
- THE FOUNDATION AWARDED SCHOLARSHIPS RANGING IN AMOUNT FROM $500 TO $8,000 EACH TO GRADUATING SENIORS AT ANNA LOCAL SCHOOLS TO PROVIDE FINANCIAL ASSISTANCE IN FURTHERING EDUCATION.Expenses $88,000
- THE ORGANIZATION ANNA LOCAL SCHOOLS ACTIVITIES INCLUDING ANNA ALL ROCKETS READ PROGRAM AND BOOK FAIRS, AND SPONSORED A SCHOOL VOLUNTEER PROGRAM FOR VOLUNTEER GIFTS.Expenses $2,350
- THE ORGANIZATION BOUGHT NATIONAL HONOR SOCIETY CHORDS AND CERTIFICATES.Expenses $1,581
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1399118
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,182,450
- Income (IRS master file)
- $730,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $427,699 | $105,381 | $1,018,439 | XML |
| 990 | June 2024 | $63,074 | $103,039 | $695,121 | XML |
| 990 | June 2023 | $68,527 | $95,296 | $731,086 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1399118).
Questions about ANNA LOCAL SCHOOLS EDUCATION FOUNDATION
- What is the EIN of ANNA LOCAL SCHOOLS EDUCATION FOUNDATION?
- The employer identification number (EIN) of ANNA LOCAL SCHOOLS EDUCATION FOUNDATION is 31-1399118.
- Is ANNA LOCAL SCHOOLS EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ANNA LOCAL SCHOOLS EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANNA LOCAL SCHOOLS EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANNA LOCAL SCHOOLS EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA LOCAL SCHOOLS EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ANNA LOCAL SCHOOLS EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names HEATHER WUEBKER.
- Who are the officers and directors of ANNA LOCAL SCHOOLS EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does ANNA LOCAL SCHOOLS EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $427,699, expenses of $105,381 and total assets of $1,018,439 at year end.
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