Civic Intelligence

Brian M Anselmo Memorial Foundation

990 • Fiscal year 2019 • EIN 26-3698163

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

24th percentile

-7.6%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$33,750

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

4th percentile

-39%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$37,908

Down $24,275 (-39%) from 2018

Net Assets

Down

$37,451

Down $24,573 (-40%) from 2018

Liabilities

Up

$457

Up $298 (+187%) from 2018

Revenue

Down

$323,415

Down $46,773 (-13%) from 2018

Expenses

Down

$347,988

Down $58,604 (-14%) from 2018

Net Income

Up

-$24,573

Up $11,831 (+32%) from 2018

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

2019

Assets$37,908
Liabilities$457
Net Assets$37,451

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

2019

Revenue$323,415
Expenses$347,988
Net Income-$24,573
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$534,108
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
Savings and Temporary Cash Investments$26,667$27,557▲ $890
Cash and Non-Interest-Bearing Accounts$35,136$10,351▼ $24,785
Total Assets$62,183$37,908▼ $24,275
Other Assets Total$380--
Liabilities
Accounts Payable and Accrued Expenses$159$457▲ $298
Total Liabilities$159$457▲ $298
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$62,024$37,451▼ $24,573
Total Net Assets Fund Balance$62,024$37,451▼ $24,573
Total Liabilities and Net Assets / Fund Balance$62,183$37,908▼ $24,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jerome AnselmoDirector/exPT$33,750$33,750
Julie SanoExecutive DiPT$11,250$11,250

Board Members and Trustees

NameTitle
Carrie DonnellyDirector
Dena HubbardDirector
Erin PetersDirector
Jasper MirableDirector
Jimmy BergnerDirector
John HumphreyDirector
Lori AnselmoDirector
Mary Ellen AnselmoDirector
Mike KnopkeDirector
Nick ParadiseDirector
Tisha De MarteauDirector
Leslie HumphreyDirector/pre
Susan GreenbergDirector/sec
Diane EustonDirector/tre
Bob FescoeDirector/vic
Revenue and Support

Revenue Composition

Contributions and Grants
$431,358
Program Service Revenue
$0
Investment Income
$890
Other Revenue
$-108,833
Change in Net Assets
$-24,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$281,826
Salaries, Compensation, and Employee Benefits$48,393
Total Fundraising Expense$23,626
Other Expenses$17,769
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$281,826--$281,826
Current Officers, Directors, Trustees, and Key Employees-$27,000$18,000$45,000
Conferences and Meetings-$5,203$3,469$8,672
Payroll Taxes-$2,036$1,357$3,393
Office Expenses-$2,184-$2,184
Other Expenses-$2,047-$2,047
Fees for Services Accounting-$1,775-$1,775
Fees for Services Other-$1,030$686$1,716
Advertising-$559-$559
Travel-$531-$531
Information Technology-$171$114$285
Total Functional Expenses$281,826$42,536$23,626$347,988
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bags of FunKansas City, MO501c3General Support$47,700
TeamsmileNorth Kansas City, MO501c3General Support$39,000
St Thomas MoreKansas City, MO501c3General Support$33,000
CHARLIE'S HOUSEKansas City, MO501c3General Support$27,000
NOAH'S BANDAGE PROJECTOlathe, KS501c3General Support$21,500
St John RegisKansas City, MO501c3General Support$18,737
Rockhurst High SchoolKansas City, MO501c3Scholarship Fund$17,800
Operation BreakthroughKansas City, MO501c3General Support$17,500
The Dream FactoryKansas City, MO501c3General Support$15,740
Do Good CoKansas City, MO501c3General Support$9,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$210,693
Fundraising Gross Income$101,860
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$483,965$89,360$24,765$64,595
Golf Tournament$37,653$6,500$3,688$2,812
Total Events$533,218$101,860$210,693$-108,833
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 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
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 director brian's father mary ellen anselmo director brian's mother julie sano exec directr brian's sister lori anselmo director brian's sister

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

Executive director and board member 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 and board members. 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
Julie Sano
Title
Executive Director
Phone
8168031842
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Sano
Formed
2008
Legal Domicile
Mo
Voting Board Members
16
Independent Board Members
16
Employees
2

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 (27,000) - noah's bandage project (21,500)) - st. Regis grade school (18,737) - rockhurst high school (17,800) - operation breakthrough (17,500) - dream factory (15,740) - do good co. (9,000) - live like luke (3,567) - c you in the major leagues (3,200) - building hope for autism (2,653) - bishop ward high school (2,500) - patrick peterson foundation (2,500) - midwest animal rescue (2,000) - notre dame de sion (2,000) - joy meadows, inc. (1,371) - the farmers house (1,200) - kids tlc (1,100) - sacred (1,049) - knights of columbus (1,040) - st. Charles borromeo parish (1,000) - the tyrann mathieu foundation (1,000) - miles smiles (1,000) - scraps kc (1,000) - love fund for children (1,000) - network for good (823) - maguire gilner foundation (750) - st. Michael the archangel catholic parish (650) - inclusions connections (531) - melissa's menagerie's second chances (515) - spay & neuter kansas city (500) - bill warris blue jays basketball club (500) - kc mothers in charge (500) - johnson county christmas bureau (500) - brian euston foundation (400)

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IRS990/PrincipalOfficerNm0JULIE SANO
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IRS990/ProgSrvcAccomActy2Grp/Desc0TEAMSMILE: THE FOUNDATION SUPPORTS THIS LOCAL ORGANIZATION AS ITS WORKS TO PROVIDE CHILDREN IN NEED WITH A LIFE-CHANGING DENTAL EXPERIENCE THROUGH THE POWER OF SPORTS.
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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: - CHARLIE'S HOUSE (27,000) - NOAH'S BANDAGE PROJECT (21,500)) - ST. REGIS GRADE SCHOOL (18,737) - ROCKHURST HIGH SCHOOL (17,800) - OPERATION BREAKTHROUGH (17,500) - DREAM FACTORY (15,740) - DO GOOD CO. (9,000) - LIVE LIKE LUKE (3,567) - C YOU IN THE MAJOR LEAGUES (3,200) - BUILDING HOPE FOR AUTISM (2,653) - BISHOP WARD HIGH SCHOOL (2,500) - PATRICK PETERSON FOUNDATION (2,500) - MIDWEST ANIMAL RESCUE (2,000) - NOTRE DAME DE SION (2,000) - JOY MEADOWS, INC. (1,371) - THE FARMERS HOUSE (1,200) - KIDS TLC (1,100) - SACRED (1,049) - KNIGHTS OF COLUMBUS (1,040) - ST. CHARLES BORROMEO PARISH (1,000) - THE TYRANN MATHIEU FOUNDATION (1,000) - MILES SMILES (1,000) - SCRAPS KC (1,000) - LOVE FUND FOR CHILDREN (1,000) - NETWORK FOR GOOD (823) - MAGUIRE GILNER FOUNDATION (750) - ST. MICHAEL THE ARCHANGEL CATHOLIC PARISH (650) - INCLUSIONS CONNECTIONS (531) - MELISSA'S MENAGERIE'S SECOND CHANCES (515) - SPAY & NEUTER KANSAS CITY (500) - BILL WARRIS BLUE JAYS BASKETBALL CLUB (500) - KC MOTHERS IN CHARGE (500) - JOHNSON COUNTY CHRISTMAS BUREAU (500) - BRIAN EUSTON FOUNDATION (400)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
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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/PurposeOfGrantTxt9GENERAL 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
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9TEAMSMILE
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