The Annika Foundation provides opportunities in women's golf at the junior, collegiate and professional levels while teaching young people (continued on sch. O)

501(c)(3) charity; gifts are tax-deductible.
57¢ of each $1 spent went to programs.
$88K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $239K a year · 16% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$88K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $1.5M in investments, Pt X · Ln 11–13
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$102K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$792K
Spent
$592K
To programs
57%
Net assets
$1.9M
By yearFY2020–FY2024
Revenue
$792K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$792K
FY2021$1.2M
FY2022$1.2M
FY2023$1.9M
FY2024$2.6M
Expenses
$592K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$592K
FY2021$1.1M
FY2022$1.1M
FY2023$1.7M
FY2024$2.0M
Net assets
$1.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$1.9M
FY2023$2.4M
FY2024$3.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

57 cents of each dollar spent went to programs.

Program services 57% · $335K Management & general 32% · $192K Fundraising 11% · $65K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $88K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Operating Officer
$87,522Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Robert K Ohno’s $326K as President & CEO is at the 97th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Robert K Ohno$326,162$287,776———
Casey Ceman——$94,417$105,494$87,522

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes women's golf at all levels and teaches young people.

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Provided by the organization

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3 programs · $335K · in their own filed words · FY2020
01

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. The girls are also split into two teams of six to compete against each other in singles match play.

$225Kprogram expense
02

Annika invitational series offers a unique tournament and educational program for the top junior female golfers. The events are held in the united states, sweden, china and argentina. 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…

$109Kprogram expense
03

Share My Passion Day

This unique event, held in conjunction with lpga*usga girls golf, asks girls (age 6-12) to write an open letter to other girls their age telling them why they love the game of golf. Of the letters submitted, 30 finalists were chosen by annika and the committee to attend the inspirational clinic.

$2Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 9 grants · $147K · 2021–2024
Unitemized GrantFY2024$51,000
Fairways to Leadership INCFY2024$10,000
Unitemized GrantFY2023$30,000
Fairways to Leadership INCFY2023$10,000
Fairways to Leadership INCFL · FY2022$10,000
Youth on CourseCA · FY2021$6,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$792K
Ln 12
Gifts and grantsLn 1h$644K
Fees for servicesLn 2g$86K
Other incomeLn 4–11$35K
Money outPt IX
$592K
Ln 25
Programscol B$335K
Managementcol C$192K
Fundraisingcol D$65K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$280K
Total assetsLn 16$2.0M
LiabilitiesLn 26$102K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$644K
Fees for servicesLn 2g$86K
Investment incomeLn 3$28K
Other incomeLn 4–11$35K
Gains on assetsLn 7$0
Total revenueLn 12$792K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$280K
Cash and savings togetherLn 1–2$280K
InvestmentsLn 11–13$1.5M
Land, buildings, equipmentLn 10c$1K
Other assetsLn 15$0
Total assetsLn 16$2.0M
LiabilitiesLn 26$102K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 52
VolunteersI 675
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$225K$280K
InvestmentsLn 11–13$1.3M$1.5M
Land, buildings, equipmentLn 10c$3K$1K
Total assetsLn 16$1.6M$2.0M
LiabilitiesLn 26$70K$102K
Net assetsLn 32$1.5M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$50K$50K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$113K$79K$23K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$53K$42K$8K$3K
Pension plan contributionsLn 8$7K$5K$1K$558
Other employee benefitsLn 9$12K$9K$2K$932
Payroll taxesLn 10$13K$9K$2K$1K
Management feesLn 11a$0
Legal feesLn 11b$175$175
Accounting feesLn 11c$44K$44K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$99K$99K
Advertising and promotionLn 12$54K$2K$4K$48K
Office expensesLn 13$13K$8K$4K$757
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$9K$9K$21
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$8K$6K$2K
Other expenses (24a–d)Ln 24$117K$116K$1K
Total functional expensesLn 25$592K$335K$192K$65K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.6M$2.0M$609K$3.3M 990 PDF
FY2023 $1.9M$1.7M$211K$2.4M 990 PDF
FY2022 $1.2M$1.1M$54K$1.9M 990 PDF
FY2021 $1.2M$1.1M$121K$2.1M 990 PDF
FY2020 Viewing $792K$592K$201K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $792,476 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $502,996$643,606
I-9 Program service revenuePrior year $305,259$85,800
I-10 Investment incomePrior year $56,761$27,958
I-11 Other revenuePrior year $0$35,112
I-12 Total revenuePrior year $865,016$792,476
I-13 Grants and similar amounts paidPrior year $5,000$50,245
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $195,152$197,268
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $583,344$344,462
I-18 Total expensesPrior year $783,496$591,975
I-19 Revenue less expensesPrior year $81,520$200,501
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $792,476 across 10 lines filed
VIII-1f All other contributions, gifts and grants$643,606
VIII-1h Total contributions, gifts and grants$643,606
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $85,800$85,800
VIII-3 Investment incomeExcluded from tax $27,958$27,958
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $35,112$35,112
VIII-12 Total revenueRelated to mission $120,912 · Excluded from tax $27,958$792,476
Part IX · Statement of functional expenses $591,975 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $50,245$50,245
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $79,063 · Management $22,590 · Fundraising $11,295$112,948
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $42,294 · Management $7,929 · Fundraising $2,643$52,866
IX-8 Pension plan contributionsPrograms $4,855 · Management $1,221 · Fundraising $558$6,634
IX-9 Other employee benefitsPrograms $9,056 · Management $2,145 · Fundraising $932$12,133
IX-10 Payroll taxesPrograms $9,286 · Management $2,335 · Fundraising $1,066$12,687
IX-11a Management fees$0
IX-11b Legal feesManagement $175$175
IX-11c Accounting feesManagement $43,525$43,525
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $98,503$98,503
IX-12 Advertising and promotionPrograms $1,720 · Management $4,280 · Fundraising $47,652$53,652
IX-13 Office expensesPrograms $7,844 · Management $4,030 · Fundraising $757$12,631
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $8,798 · Management $21$8,819
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $1,524$1,524
IX-23 InsurancePrograms $6,197 · Management $2,303$8,500
IX-24 Other expenses (24a–d)Programs $116,089 · Management $1,044$117,133
IX-25 Total functional expensesPrograms $335,447 · Management $191,625 · Fundraising $64,903$591,975
Part X · Balance sheet $1,971,144 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $224,718$280,160
X-3 Pledges and grants receivableStart of year $50,000$200,000
X-4 Accounts receivableStart of year $25,000$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $1,817$26,808
X-10c Land, buildings and equipment, netStart of year $2,822$1,298
X-11 Publicly traded securitiesStart of year $1,300,664$1,462,878
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $1,605,021$1,971,144
X-17 Accounts payable and accrued expensesStart of year $44,646$52,180
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $25,000$50,000
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $69,646$102,180
X-27 Net assets without donor restrictionsStart of year $1,535,375$1,668,964
X-28 Net assets with donor restrictionsStart of year $0$200,000
X-32 Total net assets or fund balancesStart of year $1,535,375$1,868,964
X-33 Total liabilities and net assetsStart of year $1,605,021$1,971,144
Part XI · Reconciliation of net assets $1,868,964 net assets at year end
XI-1 Total revenue$792,476
XI-2 Total expenses$591,975
XI-3 Revenue less expenses$200,501
XI-4 Net assets at start of year$1,535,375
XI-5 Net unrealized gains (losses) on investments$133,088
XI-10 Net assets at end of year$1,868,964

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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