Civic Intelligence

Brian M Anselmo Memorial Foundation

990 • Fiscal year 2017 • EIN 26-3698163

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$45,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$98,436

Up $4,054 (+4.3%) from 2016

Net Assets

Up

$98,428

Up $4,847 (+5.2%) from 2016

Liabilities

Down

$8

Down $793 (-99%) from 2016

Revenue

Up

$285,477

Up $24,097 (+9.2%) from 2016

Expenses

Up

$280,630

Up $36,646 (+15%) from 2016

Net Income

Down

$4,847

Down $12,549 (-72%) from 2016

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

2017

Assets$98,436
Liabilities$8
Net Assets$98,428

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

2017

Revenue$285,477
Expenses$280,630
Net Income$4,847
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$478,961
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$69,123$72,501▲ $3,378
Savings and Temporary Cash Investments$25,259$25,935▲ $676
Total Assets$94,382$98,436▲ $4,054
Liabilities
Accounts Payable and Accrued Expenses$801$8▼ $793
Total Liabilities$801$8▼ $793
Net Assets / Fund Balance
Unrestricted Net Assets$93,581$98,428▲ $4,847
Total Net Assets Fund Balance$93,581$98,428▲ $4,847
Total Liabilities and Net Assets / Fund Balance$94,382$98,436▲ $4,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jerome AnselmoExecutive DiPT$45,000$45,000

Board Members and Trustees

NameTitle
Beth WadeDirector
Bob FescoeDirector
Carrie DonnellyDirector
Dena HubbardDirector
Diane EustonDirector
Erin PetersDirector
Jasper MirableDirector
Krista JacksonDirector
Lori AnselmoDirector
Mary Ellen AnselmoDirector
Megan McgeeDirector
Mike KnopkeDirector
Mike TalboyDirector
Nick ParadiseDirector
Susan GreenbergDirector
Tisha De MarteauDirector
Chad GloverDirector/pre
Leslie HumphreyDirector/sec
Julie SanoDirector/tre
Jennifer NussbeckDirector/vic
Revenue and Support

Revenue Composition

Contributions and Grants
$408,020
Program Service Revenue
$0
Investment Income
$676
Other Revenue
$-123,219
Change in Net Assets
$4,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,832
Salaries, Compensation, and Employee Benefits$48,406
Total Fundraising Expense$23,639
Other Expenses$16,392
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$215,832--$215,832
Current Officers, Directors, Trustees, and Key Employees-$27,000$18,000$45,000
Conferences and Meetings-$4,117$2,746$6,863
Payroll Taxes-$2,044$1,362$3,406
Information Technology-$1,225$818$2,043
Fees for Services Accounting-$1,795-$1,795
Fees for Services Other-$1,069$713$1,782
Office Expenses-$1,594-$1,594
Advertising-$1,193-$1,193
Travel-$821-$821
Other Expenses-$301-$301
Total Functional Expenses$215,832$41,159$23,639$280,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bags of FunKansas City, MO501c3General Support$31,031
Rockhurst High SchoolKansas City, MO501c3Scholarship Fund$27,450
NOAH'S BANDAGE PROJECTOlathe, KS501c3General Support$25,000
CHARLIE'S HOUSEKansas City, MO501c3General Support$21,000
St Thomas MoreKansas City, MO501c3General Support$21,000
Do Good CoKansas City, MO501c3General Support$18,000
St John RegisKansas City, MO501c3General Support$13,500
Operation BreakthroughKansas City, MO501c3General Support$10,000
The Dream FactoryKansas City, MO501c3General Support$6,020
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$193,484
Fundraising Gross Income$70,265
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$450,618$64,505$22,806$41,699
Golf Tournament$27,667$5,760$8,526$-2,766
Total Events$478,285$70,265$193,484$-123,219
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
2018-11-12
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: - charlie's house (21,000) - st. Thomas more (21,000) - do good co. (18,000) - st. Regis grade school (13,500) - operation breakthrough (10,000) - the dream factory (6,020) - st. Charles borromeo parish (5,000) - kids tlc (3,000) - st. Michael the archangel (2,860) - live like luke (2,840) - hope house (2,500) - rockhurst university (2,500) - circle of hope (2,000) - c you in the major leagues (2,000) - em's spotlight (2,000) - ku hillel foundation (2,000) - teamsmile (2,000) - holy name catholic school (1,581) - bill warris blue jays basketball club (1,500) - knights of columbus (1,500) - our lady of presentation (1,500) - gilda's club kc (1,200) - catholic charities of ne kansas (1,000) - midwest animal rescue (1,000) - heroes for hudson (1,000) - johnson county christmas bureau (1,000) - special olympics kansas (1,000) - big brothers & big sisters (500) - thomas fahey family foundation (500) - catholic education fund (500) - bishop sullivan center (250) - dominic l. Passantino memorial foundation (100)

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IRS990/InformationTechnologyGrp/FundraisingAmt0818
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01225
IRS990/InformationTechnologyGrp/TotalAmt02043
IRS990/InvestmentIncomeGrp/ExclusionAmt0676
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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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/NetAssetsOrFundBalancesEOYAmt098428
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IRS990/OtherExpensesGrp/Desc0OTHER MISC EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt0301
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IRS990/PayrollTaxesGrp/FundraisingAmt01362
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IRS990/PrincipalOfficerNm0JEROME ANSELMO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ROCKHURST HIGH SCHOOL: THE FOUNDATION HAS ESTABLISHED A SCHOLARSHIP FUND IN BRIAN'S NAME AT HIS ALMA MATER, ROCKHURST HIGH SCHOOL
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027450
IRS990/ProgSrvcAccomActy2Grp/GrantAmt027450
IRS990/ProgSrvcAccomActy3Grp/Desc0NOAH'S BANDAGE PROJECT: THE FOUNDATION SUPPORTS THIS LOCAL ORGANIZATION AS IT WORKS TO END CHILDHOOD CANCER THROUGH AWARENESS, SUPPORT AND THE GIFT OF HOPE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: - CHARLIE'S HOUSE (21,000) - ST. THOMAS MORE (21,000) - DO GOOD CO. (18,000) - ST. REGIS GRADE SCHOOL (13,500) - OPERATION BREAKTHROUGH (10,000) - THE DREAM FACTORY (6,020) - ST. CHARLES BORROMEO PARISH (5,000) - KIDS TLC (3,000) - ST. MICHAEL THE ARCHANGEL (2,860) - LIVE LIKE LUKE (2,840) - HOPE HOUSE (2,500) - ROCKHURST UNIVERSITY (2,500) - CIRCLE OF HOPE (2,000) - C YOU IN THE MAJOR LEAGUES (2,000) - EM'S SPOTLIGHT (2,000) - KU HILLEL FOUNDATION (2,000) - TEAMSMILE (2,000) - HOLY NAME CATHOLIC SCHOOL (1,581) - BILL WARRIS BLUE JAYS BASKETBALL CLUB (1,500) - KNIGHTS OF COLUMBUS (1,500) - OUR LADY OF PRESENTATION (1,500) - GILDA'S CLUB KC (1,200) - CATHOLIC CHARITIES OF NE KANSAS (1,000) - MIDWEST ANIMAL RESCUE (1,000) - HEROES FOR HUDSON (1,000) - JOHNSON COUNTY CHRISTMAS BUREAU (1,000) - SPECIAL OLYMPICS KANSAS (1,000) - BIG BROTHERS & BIG SISTERS (500) - THOMAS FAHEY FAMILY FOUNDATION (500) - CATHOLIC EDUCATION FUND (500) - BISHOP SULLIVAN CENTER (250) - DOMINIC L. PASSANTINO MEMORIAL FOUNDATION (100)
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0132351
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0132351
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt025259
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025935
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0408020
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0210641
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0386113
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0391
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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/PurposeOfGrantTxt8GENERAL 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/BusinessNameLine1Txt7DO GOOD CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8THE DREAM FACTORY
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IRS990ScheduleI/RecipientTable/RecipientEIN1440662501
IRS990ScheduleI/RecipientTable/RecipientEIN2436064126
IRS990ScheduleI/RecipientTable/RecipientEIN3430825803
IRS990ScheduleI/RecipientTable/RecipientEIN4430971560

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