Civic Intelligence

Brian M Anselmo Memorial Foundation

990 • Fiscal year 2020 • EIN 26-3698163

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

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

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

7.7%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$45,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

49%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$56,372

Up $18,464 (+49%) from 2019

Net Assets

Up

$53,557

Up $16,106 (+43%) from 2019

Liabilities

Up

$2,815

Up $2,358 (+516%) from 2019

Revenue

Down

$208,568

Down $114,847 (-36%) from 2019

Expenses

Down

$192,462

Down $155,526 (-45%) from 2019

Net Income

Up

$16,106

Up $40,679 (+166%) from 2019

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

2020

Assets$56,372
Liabilities$2,815
Net Assets$53,557

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

2020

Revenue$208,568
Expenses$192,462
Net Income$16,106
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$251,954
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$10,351$29,208▲ $18,857
Savings and Temporary Cash Investments$27,557$27,164▼ $393
Total Assets$37,908$56,372▲ $18,464
Liabilities
Accounts Payable and Accrued Expenses$457$2,815▲ $2,358
Total Liabilities$457$2,815▲ $2,358
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,451$53,557▲ $16,106
Total Net Assets Fund Balance$37,451$53,557▲ $16,106
Total Liabilities and Net Assets / Fund Balance$37,908$56,372▲ $18,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie SanoExecutive DiPT$45,000$45,000

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
Jerome AnselmoDirector/ex
Leslie HumphreyDirector/pre
Susan GreenbergDirector/sec
Diane EustonDirector/tre
Bob FescoeDirector/vic
Revenue and Support

Revenue Composition

Contributions and Grants
$215,862
Program Service Revenue
$0
Investment Income
$-392
Other Revenue
$-6,902
Change in Net Assets
$16,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,934
Salaries, Compensation, and Employee Benefits$48,411
Total Fundraising Expense$25,627
Other Expenses$19,117
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$124,934--$124,934
Current Officers, Directors, Trustees, and Key Employees-$27,000$18,000$45,000
Information Technology-$4,219$2,814$7,033
Advertising-$2,110$1,406$3,516
Payroll Taxes-$2,047$1,364$3,411
Conferences and Meetings-$1,950$1,301$3,251
Fees for Services Other-$1,113$742$1,855
Office Expenses-$1,552-$1,552
Other Expenses-$1,007-$1,007
Fees for Services Accounting-$895-$895
Travel-$8-$8
Total Functional Expenses$124,934$41,901$25,627$192,462
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bags of FunKansas City, MO501c3General Support$17,145
NOAH'S BANDAGE PROJECTOlathe, KS501c3General Support$16,535
Rockhurst High SchoolKansas City, MO501c3Scholarship Fund$15,000
CHARLIE'S HOUSEKansas City, MO501c3General Support$12,490
TeamsmileNorth Kansas City, MO501c3General Support$9,640
The Dream FactoryKansas City, MO501c3General Support$9,125
Midwest Animal RescueMission, KS501c3General Support$8,025
St Thomas MoreKansas City, MO501c3General Support$7,783
St John RegisKansas City, MO501c3General Support$7,259
Kids TlcOlathe, KS501c3General Support$6,842
Operation BreakthroughKansas City, MO501c3General Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,136
Fundraising Gross Income$28,234
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$119,304-$9,519-
Virtual Tonight$82,335$21,234$6,679$14,555
Total Events$234,796$28,234$35,136$-6,902
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 leslie humphrey john humphrey president director husband and wife

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
2021-11-05
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
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 (12,490) - teamsmile (9,640) - dream factory (9,125) - midwest animal rescue (8,025) - st. Thomas more (7,783) - st. Regis grade school (7,259) - kids tlc (6,842) - operation breakthrough (6,000) - bishop ward high school (3,550) - building hope for autism (1,000) - the signatry (1,000) - sherwood center (800) - 643 baseball foundation (550) - our lady of unity (500) - scraps kc (500) - camp quality (500) - casa (300) - network for good (100) - autism speaks (100) - safehome (100) - union station (90)

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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/PrincipalOfficerNm0JULIE SANO
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IRS990/ProgSrvcAccomActy2Grp/Desc0NOAH'S BANDAGE PROJECT: THE FOUNDATION SUPPORTS THIS LOCAL ORGANIZATION AS ITS WORKS TO FIGHT CHILDHOOD CANCER THROUGH AWARENESS, SUPPORT AND THE GIFT OF HOPE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016535
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016535
IRS990/ProgSrvcAccomActy3Grp/Desc0ROCKHURST HIGH SCHOOL: THE FOUNDATION HAS ESTABLISHED A SCHOLARSHIP FUND IN BRIAN'S NAME AND PROVIDES SUPPORT TO HIS ALMA MATER, ROCKHURST HIGH SCHOOL.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt015000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: - CHARLIE'S HOUSE (12,490) - TEAMSMILE (9,640) - DREAM FACTORY (9,125) - MIDWEST ANIMAL RESCUE (8,025) - ST. THOMAS MORE (7,783) - ST. REGIS GRADE SCHOOL (7,259) - KIDS TLC (6,842) - OPERATION BREAKTHROUGH (6,000) - BISHOP WARD HIGH SCHOOL (3,550) - BUILDING HOPE FOR AUTISM (1,000) - THE SIGNATRY (1,000) - SHERWOOD CENTER (800) - 643 BASEBALL FOUNDATION (550) - OUR LADY OF UNITY (500) - SCRAPS KC (500) - CAMP QUALITY (500) - CASA (300) - NETWORK FOR GOOD (100) - AUTISM SPEAKS (100) - SAFEHOME (100) - UNION STATION (90)
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VIRTUAL TONIGHT
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP FUND
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/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BAGS OF FUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NOAH'S BANDAGE PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROCKHURST HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHARLIE'S HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4TEAMSMILE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE DREAM FACTORY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6MIDWEST ANIMAL RESCUE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7ST THOMAS MORE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ST JOHN REGIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9KIDS TLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10OPERATION BREAKTHROUGH
IRS990ScheduleI/RecipientTable/RecipientEIN0470946567

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