Civic Intelligence

Brian M Anselmo Memorial Foundation

990 • Fiscal year 2018 • EIN 26-3698163

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

21st percentile

-9.8%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$46,300

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

5th percentile

-37%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$62,183

Down $36,253 (-37%) from 2017

Net Assets

Down

$62,024

Down $36,404 (-37%) from 2017

Liabilities

Up

$159

Up $151 (+1888%) from 2017

Revenue

Up

$370,188

Up $84,711 (+30%) from 2017

Expenses

Up

$406,592

Up $125,962 (+45%) from 2017

Net Income

Down

-$36,404

Down $41,251 (-851%) from 2017

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

2018

Assets$62,183
Liabilities$159
Net Assets$62,024

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

2018

Revenue$370,188
Expenses$406,592
Net Income-$36,404
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$576,332
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$72,501$35,136▼ $37,365
Savings and Temporary Cash Investments$25,935$26,667▲ $732
Total Assets$98,436$62,183▼ $36,253
Other Assets Total-$380-
Liabilities
Accounts Payable and Accrued Expenses$8$159▲ $151
Total Liabilities$8$159▲ $151
Net Assets / Fund Balance
Unrestricted Net Assets$98,428$62,024▼ $36,404
Total Net Assets Fund Balance$98,428$62,024▼ $36,404
Total Liabilities and Net Assets / Fund Balance$98,436$62,183▼ $36,253
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jerome AnselmoExecutive DiPT$46,300$46,300

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$478,840
Program Service Revenue
$0
Investment Income
$732
Other Revenue
$-109,384
Change in Net Assets
$-36,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$340,851
Salaries, Compensation, and Employee Benefits$49,790
Total Fundraising Expense$23,971
Other Expenses$15,951
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$340,851--$340,851
Current Officers, Directors, Trustees, and Key Employees-$27,780$18,520$46,300
Conferences and Meetings-$4,875$3,253$8,128
Payroll Taxes-$2,094$1,396$3,490
Advertising-$1,891-$1,891
Fees for Services Other-$985$656$1,641
Fees for Services Accounting-$1,525-$1,525
Other Expenses-$987-$987
Travel-$777-$777
Office Expenses-$637-$637
Information Technology-$219$146$365
Total Functional Expenses$340,851$41,770$23,971$406,592
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHARLIE'S HOUSEKansas City, MO501c3General Support$71,020
Bags of FunKansas City, MO501c3General Support$36,520
St Thomas MoreKansas City, MO501c3General Support$31,000
The Dream FactoryKansas City, MO501c3General Support$28,100
TeamsmileNorth Kansas City, MO501c3General Support$27,000
NOAH'S BANDAGE PROJECTOlathe, KS501c3General Support$26,000
Do Good CoKansas City, MO501c3General Support$25,000
Rockhurst High SchoolKansas City, MO501c3Scholarship Fund$21,700
St John RegisKansas City, MO501c3General Support$15,750
Operation BreakthroughKansas City, MO501c3General Support$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$206,144
Fundraising Gross Income$96,760
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$524,511$84,460$26,431$58,029
Golf Tournament$32,989$6,300$3,447$2,853
Total Events$575,600$96,760$206,144$-109,384
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
2019-11-12
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: - the dream factory (28,100) - teamsmile (27,000) - noah's bandage project (26,000) - do good co. (25,000) - rockhurst high school (21,700) - st. Regis grade school (15,750) - operation breakthrough (15,000) - hope house (4,000) - live like luke (3,580) - literacy kc (3,500) - midwest animal rescue (3,000) - c you in the major leagues (2,500) - kids tlc (2,525) - holy name catholic school (2,500) - st. Charles borromeo parish (2,500) - st. Michael the archangel (2,016) - kc free eye clinic (2,000) - sherwood center (1,750) - big brother & big sisters (1,000) - bill warris blue jays basketball club (1,000) - catholic charities of ne kansas (1,000) - knights of columbus (1,000) - miles smiles (1,000) - sacred (1,000) - sleepyhead beds (1,000) - bishop miege (1,000) - special olympics kansas (1,000) - hope haven of cass county (500) - chain of hope (500) - johnson county christmas bureau (500) - thomas fahey family foundation (500) - inclusions connections (500) - joy meadows, inc. (500) - kansas pediatrics foundation (500) - network for good (500) - our lady of unity (500) - bishop sullivan center (150) - other (240)

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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/PrincipalOfficerNm0JEROME ANSELMO
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IRS990/ProgSrvcAccomActy2Grp/Desc0BAGS OF FUN KANSAS CITY: THE FOUNDATION SUPPORTS THIS LOCAL ORGANIZATION AS ITS WORKS TO MAKE A DIFFERENCE IN THE LIVES OF CHILDREN AND THEIR FAMILIES WHO ARE FACED FIGHTING CANCER AND OTHER LONG-TERM CHILDHOOD DISEASES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ST. THOMAS MORE: THE FOUNDATION SUPPORTS THIS LOCAL GRADE SCHOOL ALONG WITH ITS STM-FOR-ALL PROGRAM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: - THE DREAM FACTORY (28,100) - TEAMSMILE (27,000) - NOAH'S BANDAGE PROJECT (26,000) - DO GOOD CO. (25,000) - ROCKHURST HIGH SCHOOL (21,700) - ST. REGIS GRADE SCHOOL (15,750) - OPERATION BREAKTHROUGH (15,000) - HOPE HOUSE (4,000) - LIVE LIKE LUKE (3,580) - LITERACY KC (3,500) - MIDWEST ANIMAL RESCUE (3,000) - C YOU IN THE MAJOR LEAGUES (2,500) - KIDS TLC (2,525) - HOLY NAME CATHOLIC SCHOOL (2,500) - ST. CHARLES BORROMEO PARISH (2,500) - ST. MICHAEL THE ARCHANGEL (2,016) - KC FREE EYE CLINIC (2,000) - SHERWOOD CENTER (1,750) - BIG BROTHER & BIG SISTERS (1,000) - BILL WARRIS BLUE JAYS BASKETBALL CLUB (1,000) - CATHOLIC CHARITIES OF NE KANSAS (1,000) - KNIGHTS OF COLUMBUS (1,000) - MILES SMILES (1,000) - SACRED (1,000) - SLEEPYHEAD BEDS (1,000) - BISHOP MIEGE (1,000) - SPECIAL OLYMPICS KANSAS (1,000) - HOPE HAVEN OF CASS COUNTY (500) - CHAIN OF HOPE (500) - JOHNSON COUNTY CHRISTMAS BUREAU (500) - THOMAS FAHEY FAMILY FOUNDATION (500) - INCLUSIONS CONNECTIONS (500) - JOY MEADOWS, INC. (500) - KANSAS PEDIATRICS FOUNDATION (500) - NETWORK FOR GOOD (500) - OUR LADY OF UNITY (500) - BISHOP SULLIVAN CENTER (150) - OTHER (240)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT

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