Civic Intelligence

Associa Cares Inc

990 • Fiscal year 2020 • EIN 20-5832439

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 30, 2021

5401 N Central Expy 300Dallas, TX 75205-3348

(214) 272-4040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

40th percentile

0.9%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-0.7%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,933,891

Down $14,307 (-0.7%) from 2019

Net Assets

Up

$1,933,337

Up $4,087 (+0.2%) from 2019

Liabilities

Down

$554

Down $18,394 (-97%) from 2019

Revenue

Down

$453,734

Down $247,711 (-35%) from 2019

Expenses

Up

$449,647

Up $51,073 (+13%) from 2019

Net Income

Down

$4,087

Down $298,784 (-99%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $908,192Liabilities 2010: $0Net Assets 2010: $908,1922010Assets 2011: $1,128,510Liabilities 2011: $4,022Net Assets 2011: $1,124,4882011Assets 2012: $1,365,198Liabilities 2012: $4,896Net Assets 2012: $1,360,3022012Assets 2013: $1,419,229Liabilities 2013: $0Net Assets 2013: $1,419,2292013Assets 2014: $1,539,742Liabilities 2014: $309Net Assets 2014: $1,539,4332014Assets 2015: $1,560,422Liabilities 2015: $16,078Net Assets 2015: $1,544,3442015Assets 2016: $1,374,368Liabilities 2016: $50,520Net Assets 2016: $1,323,8482016Assets 2017: $1,706,351Liabilities 2017: $61,306Net Assets 2017: $1,645,0452017Assets 2018: $1,659,530Liabilities 2018: $33,154Net Assets 2018: $1,626,3762018Assets 2019: $1,948,198Liabilities 2019: $18,948Net Assets 2019: $1,929,2502019Assets 2020: $1,933,891Liabilities 2020: $554Net Assets 2020: $1,933,3372020Assets 2021: $2,362,319Liabilities 2021: $147,754Net Assets 2021: $2,214,5652021Assets 2022: $2,559,489Liabilities 2022: $117,494Net Assets 2022: $2,441,9952022Assets 2023: $3,213,601Liabilities 2023: $454,921Net Assets 2023: $2,758,6802023Assets 2024: $2,949,684Liabilities 2024: $101,811Net Assets 2024: $2,847,8732024

Highlighted filing

2020

Assets$1,933,891
Liabilities$554
Net Assets$1,933,337

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $190,0232010Expenses 2011: $263,5562011Expenses 2012: $329,0432012Revenue 2013: $470,878Expenses 2013: $411,951Net Income 2013: $58,9272013Revenue 2014: $582,790Expenses 2014: $462,586Net Income 2014: $120,2042014Revenue 2015: $495,556Expenses 2015: $490,645Net Income 2015: $4,9112015Revenue 2016: $579,505Expenses 2016: $795,672Net Income 2016: -$216,1672016Revenue 2017: $735,027Expenses 2017: $413,830Net Income 2017: $321,1972017Revenue 2018: $515,831Expenses 2018: $534,500Net Income 2018: -$18,6692018Revenue 2019: $701,445Expenses 2019: $398,574Net Income 2019: $302,8712019Revenue 2020: $453,734Expenses 2020: $449,647Net Income 2020: $4,0872020Revenue 2021: $579,624Expenses 2021: $298,396Net Income 2021: $281,2282021Revenue 2022: $714,116Expenses 2022: $486,686Net Income 2022: $227,4302022Revenue 2023: $1,132,750Expenses 2023: $816,065Net Income 2023: $316,6852023Revenue 2024: $941,462Expenses 2024: $852,268Net Income 2024: $89,1942024

Highlighted filing

2020

Revenue$453,734
Expenses$449,647
Net Income$4,087
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 30, 2021
Return Version
2020v4.1
Gross Receipts
$465,895
Mission and Program Overview

Mission

Associa cares, inc. Was established to assist families and communities in crisis as a result of natural or man-made disasters.

The organization's mission is to assist families and communities in crisis as a result of natural and man-made disasters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,929,250$1,933,337▲ $4,087
Savings and Temporary Cash Investments$1,772,439$1,718,647▼ $53,792
Cash and Non-Interest-Bearing Accounts$175,759$176,936▲ $1,177
Accounts Receivable$0$24,083▲ $24,083
Prepaid Expenses and Deferred Charges$0$14,225▲ $14,225
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,948,198$1,933,891▼ $14,307
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$17,848$0▼ $17,848
Deferred Revenue$1,100$0▼ $1,100
Other Liabilities$0$554▲ $554
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$18,948$554▼ $18,394
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,929,250$1,933,337▲ $4,087
Total Liabilities and Net Assets / Fund Balance$1,948,198$1,933,891▼ $14,307
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andrew FortinChairman and President
William Sommers JrVice President
Bryant PhillipsDirector
Dustan GoodellDirector
Jeff GourlieDirector
Lisa LockeDirector
Matt SteeleDirector
Stacey KurckDirector
Faith DesmetDirector & National Committee
Amanda WojczakNational Committee
Anne BrumbalowNational Committee
Colleen BurnsedNational Committee
LISA O'NEILLNational Committee
Helen Eden CaronaSecretary
Norma DeanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,576
Program Service Revenue
$0
Investment Income
$4,158
Other Revenue
$0
All Other Contributions
$91,764
Change in Net Assets
$4,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$453,734
Total Revenue per Audited Statements
$453,734
Total Revenue per Form 990
$453,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$318,900
Salaries, Compensation, and Employee Benefits$89,106
Other Expenses$41,641
Total Fundraising Expense$40,867
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$164,500--$164,500
Grants to Domestic Orgs$101,900--$101,900
Other Salaries and Wages$37,341$10,898$40,867$89,106
Foreign Grants$52,500--$52,500
Fees for Services Accounting-$28,660-$28,660
Insurance-$4,215-$4,215
Other Expenses$5,645$2,510-$2,510
Office Expenses-$611-$611
Total Functional Expenses$361,886$46,894$40,867$449,647

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$449,647
Total Expenses per Audited Statements$449,647
Total Expenses per Form 990$449,647
International Activity

International Summary

Offices
0
Employees
0
Spending
$51,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrantmakingNeed-based Assistance00$26,000
East Asia and the PacificGrantmakingNeed-based Assistance00$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,161
Fundraising Gross Income$12,161
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$86,662$86,662-$86,662
Vendor Fair$76,500$76,500-$76,500
Total Events$369,973$12,161$12,161-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Accrued Liabilities$554
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A

Delegation of authority per the organization's bylaws the board of directors may appoint an executive committee consisting of two or more members of the board. During intervals between meetings of the board of directors, the executive committee shall have and may exercise all of the authority of the board in the business affairs of the corporation, except where action of the board of directors is specified by applicable law or where authority is forbidden by the bylaws. Specifically, the executive committee may not declare dividends, elect officers, amend the bylaws, rescind or modify any action theretofore taken by the board of directors, adopt any plan of merger or consolidation, sell assets of the corporation outside of the ordinary course of business, or dissolve the corporation.

Form 990, Part VI, Line 7A

Members or stockholders who may elect associa cares, inc. Has no members or stockholders. The board of directors is a group of volunteers who may, from time to time, elect additional directors to the board.

Form 990, Part VI, Line 11B

Form 990 review process a copy of the return is provided to each member of the board upon request.

Form 990, Part VI, Line 12C

Conflict of interest policy monitoring & enforcement the board of directors reviews each request for assistance to confirm that there are no conflicts of interest between the recipient and any board member. In addition, the organization requires each director, principal officer, and other interested person to sign, annually, a statement confirming that they have received a copy of the conflict of interest policy, have read and understand the policy, agree to comply with the policy, and understand that the organization is charitable and must engage primarily in activities which accomplish one or more of its tax-exempt purposes. If an interested person believes there may be a conflict of interest, that person has a duty to disclose all material facts relating to the potential conflict. After disclosure, the disinterested members of the board or committee shall decide if a conflict exists, and whether to proceed with the transaction or arrangement giving rise to the conflict, should a more advantageous transaction or arrangement not be reasonably possible.

Form 990, Part VI, Line 19

How documents are made available to the public the organization's governing documents, conflict of interest policy, and financial statements are available to the public in electric format upon request.

Filing and Contact Details

Filer

Filer Name
Associa Cares Inc
EIN
20-5832439
In Care Of
% WILLIAM SOMMERS
Phone
2142724040
Address
5401 N CENTRAL EXPY 300, DALLAS, TX 75205-3348

Signing Officer

Name
William Sommers
Title
Director Taxes
Phone
2142724040
Signed
2021-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Fortin
Formed
2005
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
0
Employees
1
Volunteers
148

Preparer

Firm
Baker Tilly US Llp
Address
2500 DALLAS PARKWAY SUITE 300, PLANO, TX 75093
Preparer
Rachel Freeman
Phone
9727480300
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN AND PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR & NATIONAL COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7NATIONAL COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8NATIONAL COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9NATIONAL COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10NATIONAL COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ASSOCIA CARES, INC. WAS ESTABLISHED TO ASSIST FAMILIES AND COMMUNITIES IN CRISIS AS A RESULT OF NATURAL OR MAN-MADE DISASTERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt01933337
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1BUSINESS DEVELOPMENT
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IRS990/OtherExpensesGrp/ProgramServicesAmt05645
IRS990/OtherExpensesGrp/TotalAmt05645
IRS990/OtherExpensesGrp/TotalAmt12510
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010898
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt037341
IRS990/OtherSalariesAndWagesGrp/TotalAmt089106
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014225
IRS990/PrincipalOfficerNm0ANDREW FORTIN
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYTotalExpensesAmt0398574
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01929250
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01772439
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01718647
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0694460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0511650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0731712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0576106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02963504
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03315
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03399
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022038
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012161
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0230047
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0171230
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0177778
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0208422
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0799638
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78292
IRS990ScheduleA/PublicSupportPY170Pct00.74546
IRS990ScheduleA/PublicSupportTotal170Amt02963504
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0449576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0694460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0511650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0731712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0576106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02963504

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.10$2.85$0.94$0.85$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.45$2.76$1.13$0.82$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.12$2.44$0.71$0.49$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.15$2.21$0.58$0.30$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.45$0.45$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.02$1.93$0.70$0.40$0.30
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.63$0.52$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.06$1.65$0.74$0.41$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.32$0.58$0.80$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.02$1.54$0.50$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.58$0.46$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.47$0.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.36$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.12$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.19