Civic Intelligence

Brian M Anselmo Memorial Foundation

990 • Fiscal year 2016 • EIN 26-3698163

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

901 W 121st StreetKansas City, MO 64145

(816) 803-1842

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

88th percentile

$35,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$94,382

Up $17,982 (+24%) from 2015

Net Assets

Up

$93,581

Up $17,396 (+23%) from 2015

Liabilities

Up

$801

Up $586 (+273%) from 2015

Revenue

Up

$261,380

Up $70,499 (+37%) from 2015

Expenses

Up

$243,984

Up $63,120 (+35%) from 2015

Net Income

Up

$17,396

Up $7,379 (+74%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $96,566Liabilities 2013: $0Net Assets 2013: $96,5662013Assets 2014: $67,283Liabilities 2014: $1,115Net Assets 2014: $66,1682014Assets 2015: $76,400Liabilities 2015: $215Net Assets 2015: $76,1852015Assets 2016: $94,382Liabilities 2016: $801Net Assets 2016: $93,5812016Assets 2017: $98,436Liabilities 2017: $8Net Assets 2017: $98,4282017Assets 2018: $62,183Liabilities 2018: $159Net Assets 2018: $62,0242018Assets 2019: $37,908Liabilities 2019: $457Net Assets 2019: $37,4512019Assets 2020: $56,372Liabilities 2020: $2,815Net Assets 2020: $53,5572020Assets 2021: $118,274Liabilities 2021: $1,281Net Assets 2021: $116,9932021Assets 2022: $200,248Liabilities 2022: $47Net Assets 2022: $200,2012022Assets 2023: $80,344Liabilities 2023: $12,331Net Assets 2023: $68,0132023Assets 2024: $58,116Liabilities 2024: $46,715Net Assets 2024: $11,4012024

Highlighted filing

2016

Assets$94,382
Liabilities$801
Net Assets$93,581

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $165,610Expenses 2013: $135,860Net Income 2013: $29,7502013Revenue 2014: $169,344Expenses 2014: $199,742Net Income 2014: -$30,3982014Revenue 2015: $190,881Expenses 2015: $180,864Net Income 2015: $10,0172015Revenue 2016: $261,380Expenses 2016: $243,984Net Income 2016: $17,3962016Revenue 2017: $285,477Expenses 2017: $280,630Net Income 2017: $4,8472017Revenue 2018: $370,188Expenses 2018: $406,592Net Income 2018: -$36,4042018Revenue 2019: $323,415Expenses 2019: $347,988Net Income 2019: -$24,5732019Revenue 2020: $208,568Expenses 2020: $192,462Net Income 2020: $16,1062020Revenue 2021: $410,013Expenses 2021: $346,577Net Income 2021: $63,4362021Revenue 2022: $540,868Expenses 2022: $457,660Net Income 2022: $83,2082022Revenue 2023: $359,794Expenses 2023: $491,982Net Income 2023: -$132,1882023Revenue 2024: $272,467Expenses 2024: $329,079Net Income 2024: -$56,6122024

Highlighted filing

2016

Revenue$261,380
Expenses$243,984
Net Income$17,396
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$448,002
Mission and Program Overview

Mission

Knowing that brian believed in the jesuit tradition of being "a man for others," it is our aim to positively touch the lives of others through charitable giving, promoting educational opportunities and promoting animal welfare in his name.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$58,145$69,123▲ $10,978
Savings and Temporary Cash Investments$18,255$25,259▲ $7,004
Total Assets$76,400$94,382▲ $17,982
Liabilities
Accounts Payable and Accrued Expenses$215$801▲ $586
Total Liabilities$215$801▲ $586
Net Assets / Fund Balance
Unrestricted Net Assets$76,185$93,581▲ $17,396
Total Net Assets Fund Balance$76,185$93,581▲ $17,396
Total Liabilities and Net Assets / Fund Balance$76,400$94,382▲ $17,982
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jerome AnselmoExecutive DiPT$35,000$35,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$362,332
Program Service Revenue
$0
Investment Income
$390
Other Revenue
$-101,342
Change in Net Assets
$17,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$183,760
Salaries, Compensation, and Employee Benefits$37,613
Other Expenses$22,611
Total Fundraising Expense$21,198
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$183,760--$183,760
Current Officers, Directors, Trustees, and Key Employees-$21,000$14,000$35,000
Conferences and Meetings-$4,252$2,836$7,088
Information Technology-$2,947$1,964$4,911
Fees for Services Other-$2,027$1,352$3,379
Other Expenses-$2,897-$2,897
Payroll Taxes-$1,567$1,046$2,613
Fees for Services Accounting-$1,945-$1,945
Travel-$1,139-$1,139
Office Expenses-$682-$682
Advertising-$534-$534
Interest-$36-$36
Total Functional Expenses$183,760$39,026$21,198$243,984
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHARLIE'S HOUSEKansas City, MO501c3General Support$34,160
St Thomas MoreKansas City, MO501c3General Support$34,100
Bags of FunKansas City, MO501c3General Support$30,800
Rockhurst High SchoolKansas City, MO501c3Scholarship Fund$16,850
Great Plains SpcaMerriam, KS501c3General Support$12,900
St John RegisKansas City, MO501c3General Support$12,000
Operation BreakthroughKansas City, MO501c3General Support$10,200
NOAH'S BANDAGE PROJECTOlathe, KS501c3General Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$186,622
Fundraising Gross Income$85,280
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$410,547$78,800$30,082$48,718
Golf Tournament$37,065$6,480$15,327$-8,847
Total Events$447,612$85,280$186,622$-101,342
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Jerome anselmo ex. Director brian's father mary ellen anselmo director brian's mother julie sano director brian's sister lori anselmo director brian's sister

Form 990, Page 6, Part VI, Line 11B

Executive director manages the preparation of the financial information and records used to prepare the form 990. The board reviews the financial results for year-end. The preparation of the form 990 is completed by a paid tax preparer (cpa) with the information managed by and provided by the executive director. The form 990 is shared with board members upon request.

Form 990, Page 6, Part VI, Line 15A

Compensation for the executive director is reviewed, evaluated and approved by the voting members of the board of directors.

Form 990, Page 6, Part VI, Line 19

The foundation's governing documents and financial results are available to public upon request, if information is available at time of request. The form 990 is available upon request.

Filing and Contact Details

Filer

Filer Name
Brian M Anselmo Memorial
EIN
26-3698163
Phone
8168031842
Address
901 W 121ST STREET, KANSAS CITY, MO 64145

Signing Officer

Name
Jerome Anselmo
Title
Executive Director
Phone
8168031842
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerome Anselmo
Formed
2008
Legal Domicile
Mo
Voting Board Members
20
Independent Board Members
20
Employees
1

Preparer

Firm
Boan Connealy & Houlehan LLC
Address
13220 METCALF AVENUE SUITE 100, OVERLAND PARK, KS 66213-2813
Preparer
James Houlehan CPA
Phone
9134919178
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Knowing that brian believed in the jesuit tradition of being "a man for others," it is our aim to positively touch the lives of others through charitable giving, promoting educational opportunities and promoting animal welfare in his name.

Form 990, Page 2, Part III, Line 4D

Other program services include: - rockhurst high school (16,850) - great plains spca (12,900) - st. Regis grade school (12,000) - operation breakthrough (10,200) - noah's bandage project (10,000) - circle of hope (3,000) - holy name catholic school (2,700) - hope house (2,500) - bill warris blue jays basketball club (2,500) - st. Michael the archangel (2,000) - children's mercy (1,500) - knights of columbus (1,100) - green works (1,000) - st. Charles borromeo parrish (1,000) - our lady of presentation (1,000) - st. Agnes catholic church (800) - the dream factory (500) - st. Elizabeth (500) - midwest animal rescue (500) - casa (500) - thomas fahey family foundation (500) - catholic education fund (500) - notre dame de sion (500) - bishop sullivan center (150)

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IRS990/MissionDesc0KNOWING THAT BRIAN BELIEVED IN THE JESUIT TRADITION OF BEING "A MAN FOR OTHERS," IT IS OUR AIM TO POSITIVELY TOUCH THE LIVES OF OTHERS THROUGH CHARITABLE GIVING, PROMOTING EDUCATIONAL OPPORTUNITIES AND PROMOTING ANIMAL WELFARE IN HIS NAME.
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IRS990/OtherExpensesGrp/Desc0OTHER MISC EXPENSES
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IRS990/PrincipalOfficerNm0JEROME ANSELMO
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IRS990/ProgSrvcAccomActy2Grp/Desc0ST. THOMAS MORE: THE FOUNDATION SUPPORTS THIS LOCAL GRADE SCHOOL ALONG WITH ITS STM-FOR-ALL PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034100
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IRS990/ProgSrvcAccomActy3Grp/Desc0CHARLIE'S HOUSE: THE FOUNDATION SUPPORTS THIS LOCAL ORGANIZATION AS IT WORKS TO PREVENT INJURIES TO CHILDREN IN AND AROUND THE HOME.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt034160
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: - ROCKHURST HIGH SCHOOL (16,850) - GREAT PLAINS SPCA (12,900) - ST. REGIS GRADE SCHOOL (12,000) - OPERATION BREAKTHROUGH (10,200) - NOAH'S BANDAGE PROJECT (10,000) - CIRCLE OF HOPE (3,000) - HOLY NAME CATHOLIC SCHOOL (2,700) - HOPE HOUSE (2,500) - BILL WARRIS BLUE JAYS BASKETBALL CLUB (2,500) - ST. MICHAEL THE ARCHANGEL (2,000) - CHILDREN'S MERCY (1,500) - KNIGHTS OF COLUMBUS (1,100) - GREEN WORKS (1,000) - ST. CHARLES BORROMEO PARRISH (1,000) - OUR LADY OF PRESENTATION (1,000) - ST. AGNES CATHOLIC CHURCH (800) - THE DREAM FACTORY (500) - ST. ELIZABETH (500) - MIDWEST ANIMAL RESCUE (500) - CASA (500) - THOMAS FAHEY FAMILY FOUNDATION (500) - CATHOLIC EDUCATION FUND (500) - NOTRE DAME DE SION (500) - BISHOP SULLIVAN CENTER (150)
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHARLIE'S HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROCKHURST HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST THOMAS MORE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST JOHN REGIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OPERATION BREAKTHROUGH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5BAGS OF FUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6NOAH'S BANDAGE PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7GREAT PLAINS SPCA

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