Anna's Celebration of Life Foundation Inc

Nonprofit profile at a glance

EIN
201737472
IRS 990 coverage
2017–2025
Forms available
Form 990 2025, Form 990-EZ 2016, Form 990-N 2013
Location
Indianapolis, IN, USA
Phone
3175241300
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Private Independent Foundations

Official website

Reported finances

Revenue
$336,877
Expenses
$285,088
Assets
$352,701
Liabilities
$25,873

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • PETER MOLLOY (PRESIDENT)
  • WILLIAM KUNTZ (VICE PRESIDENT)

Highest reported compensation

  • BRAD HABERMAN (DIRECTOR): $71,335 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To receive and administer funds for educational, medical, religious and charitable purposes to help ensure that children with special needs are afforded the joy of celebrating their "specialness."

What it reported doing in 2025

To help provide support to other qualifying organizations which provide services to special needs children, award scholarships and grants to special needs children and/or their families to obtain life building or life enhancing items that might not be otherwise obtainable, and create a support network for special needs children and/or their families.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 49% for direct work, and 51% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 81
  • Accountability: 74
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.7%; rating input score 73
  • Program expense ratio: 85.4%; rating input score 85
  • Fundraising efficiency: $561.84 raised per $1 spent on fundraising; rating input score 96; 96th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 85.7%; rating input score 86; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 15.4%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 1.24; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 25%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 11.4% per year; rating input score 100; 71st percentile among comparable filings
  • Revenue growth: 9.3% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 11.2% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 72.7% of revenue deployed · 85.4% of spending went to programs
  • Governance: 13 of 13 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $243K in reported program spending
  • Leadership: top reported pay $71K · 5 people listed
  • Consistency: 24 of 25 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.