Civic Intelligence

Assists Foundation

990 • Fiscal year 2015 • EIN 20-5888765

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

1651 Naismith DrLawrence, KS 66045

(785) 864-7929

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$69,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

90th percentile

55%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

168%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$910,946

Up $323,313 (+55%) from 2014

Net Assets

Up

$910,946

Up $323,313 (+55%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$532,944

Up $333,940 (+168%) from 2014

Expenses

Down

$209,631

Down $910,109 (-81%) from 2014

Net Income

Up

$323,313

Up $1,244,049 (+135%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $843,217Liabilities 2010: $0Net Assets 2010: $843,2172010Assets 2011: $985,250Liabilities 2011: $0Net Assets 2011: $985,2502011Assets 2012: $1,110,830Liabilities 2012: $0Net Assets 2012: $1,110,8302012Assets 2013: $1,508,369Liabilities 2013: $0Net Assets 2013: $1,508,3692013Assets 2014: $587,633Liabilities 2014: $0Net Assets 2014: $587,6332014Assets 2015: $910,946Liabilities 2015: $0Net Assets 2015: $910,9462015Assets 2016: $895,932Liabilities 2016: $0Net Assets 2016: $895,9322016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$910,946
Liabilities$0
Net Assets$910,946

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $471,894Expenses 2010: $251,122Net Income 2010: $220,7722010Revenue 2011: $355,433Expenses 2011: $213,400Net Income 2011: $142,0332011Expenses 2012: $186,6672012Revenue 2013: $544,860Expenses 2013: $146,971Net Income 2013: $397,8892013Revenue 2014: $199,004Expenses 2014: $1,119,740Net Income 2014: -$920,7362014Revenue 2015: $532,944Expenses 2015: $209,631Net Income 2015: $323,3132015Revenue 2016: $118,207Expenses 2016: $133,221Net Income 2016: -$15,0142016Revenue 2017: $185,392Expenses 2017: $1,081,324Net Income 2017: -$895,9322017

Highlighted filing

2015

Revenue$532,944
Expenses$209,631
Net Income$323,313
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$657,375
Mission and Program Overview

Mission

The mission of assists is to help provide young people access to better lives. This is accomplished by identifying areas of need and working with other community-based institutions to provide creative and lasting solutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$587,633$910,946▲ $323,313
Cash and Non-Interest-Bearing Accounts$269,057$600,821▲ $331,764
Investments Other Securities$162,707$154,637▼ $8,070
Savings and Temporary Cash Investments$152,433$152,739▲ $306
Land, Buildings, and Equipment, Net$3,436$2,749▼ $687
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$587,633$910,946▲ $323,313
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$587,633$910,946▲ $323,313
Total Liabilities and Net Assets / Fund Balance$587,633$910,946▲ $323,313

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,749$687$3,436

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$162,707$15,052▲ $20,175-$154,637
2014$1,118,367-▲ $52,621-$162,707
2013$587,932$500,000▲ $33,888-$1,114,072
2012$574,509-▲ $19,696-$587,932
2011$556,413$10,170▲ $13,859-$574,509
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Erin ZimneyExecutive DirecFT$69,500$69,500
Bill SelfPresident-$45,000$45,000

Board Members and Trustees

NameTitle
Kent MccarthyDirector
Laura DixonDirector
Miles SchnaerDirector
V Cheryl WomackDirector
Wayne SimienDirector
Joanie StephensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$512,463
Program Service Revenue
$0
Investment Income
$20,480
Other Revenue
$1
All Other Contributions
$200,156
Change in Net Assets
$323,313

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table64$63,285Retail Value
Total Noncash Contributions64$63,285-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$119,817
Grants and Similar Amounts Paid$76,671
Total Fundraising Expense$15,550
Other Expenses$13,143
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$100,600-$13,900$114,500
Grants to Domestic Orgs$76,671--$76,671
Payroll Taxes$5,317--$5,317
Office Expenses$3,815--$3,815
Fees for Services Other--$1,650$1,650
Fees for Services Accounting$1,400--$1,400
Insurance$1,400--$1,400
Depreciation Depletion$687--$687
Other Expenses$839$55-$55
Total Functional Expenses$194,026$55$15,550$209,631
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lawrence Schools FoundationLawrence, KS-Scholarships$40,000
Salvation ArmyLawrence, KS-Community Giving$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$124,431
Fundraising Gross Income$74,432
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bktball Boogie$373,339$74,432$122,431$-47,999
Fantasy Camp$13,400-$2,000-
Total Events$386,739$74,432$124,431$-49,999
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The executive director and the board of directors reviews and discusses the conflict of interest policy on an annual basis.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Assists Foundation
EIN
20-5888765
Phone
7858647929
Address
1651 NAISMITH DR, LAWRENCE, KS 66045

Signing Officer

Name
Erin Zimney
Title
Executive Director
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Ks
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
23

Preparer

Firm
Roark & Associates PA
Address
3504 Westridge Dr, Lawrence, KS 66049-2258
Preparer
Sandra L Miller CPA
Phone
7858423431
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Assists foundation maintains a board-designated quasi-endowment fund established to provide funds for grants for educational, athletic and such other programs as the foundation determines to be necessary to help fulfill its mission.

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IRS990/PayrollTaxesGrp/ProgramServicesAmt05317
IRS990/PayrollTaxesGrp/TotalAmt05317
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0125636
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01030000
IRS990/PYInvestmentIncomeAmt052925
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt020037
IRS990/PYOtherRevenueAmt020443
IRS990/PYRevenuesLessExpensesAmt0-920736
IRS990/PYSalariesCompEmpBnftPaidAmt069703
IRS990/PYTotalExpensesAmt01119740
IRS990/PYTotalRevenueAmt0199004
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0323313
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt050000
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0587633
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0910946
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0152433
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0152739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0356214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0499145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0218073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0342342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01541410
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08065
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014582
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074176
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0216217
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83550
IRS990ScheduleA/PublicSupportPY170Pct00.78060
IRS990ScheduleA/PublicSupportTotal170Amt01349802
IRS990ScheduleA/SubstantialContributorsTotAmt0191608
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0356214
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0499145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0218073
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0342342
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01541410
IRS990ScheduleA/TotalSupportAmt01615586
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03297
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0162707
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015052
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0154637
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt020175
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01118367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0162707
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0587932
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01114072
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0574509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0587932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0556413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0574509
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013859
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02749
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03436
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASSISTS FOUNDATION MAINTAINS A BOARD-DESIGNATED QUASI-ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS FOR GRANTS FOR EDUCATIONAL, ATHLETIC AND SUCH OTHER PROGRAMS AS THE FOUNDATION DETERMINES TO BE NECESSARY TO HELP FULFILL ITS MISSION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02749
IRS990ScheduleD/TotalBookValueSecuritiesAmt0154637
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0312307
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0298907
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013400
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0124431
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BKTBALL BOOGIE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FANTASY CAMP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0373339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0386739
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074432
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-49999
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0124431
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0122431
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt040000
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt16671
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0HOLIDAY GIFTS & PERSONAL CARE ITEMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY GIVING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAWRENCE SCHOOLS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SALVATION ARMY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0110 MCDONALD DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1946 NEW HAMPSHIRE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAWRENCE

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