Civic Intelligence

Brian M Anselmo Memorial Foundation

990 • Fiscal year 2023 • EIN 26-3698163

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

504 W 133rd TerraceKansas City, MO 64145

(816) 803-1842

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.15x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.03x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$79,992

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

2nd percentile

-60%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$80,344

Down $119,904 (-60%) from 2022

Net Assets

Down

$68,013

Down $132,188 (-66%) from 2022

Liabilities

Up

$12,331

Up $12,284 (+26136%) from 2022

Revenue

Down

$359,794

Down $181,074 (-33%) from 2022

Expenses

Up

$491,982

Up $34,322 (+7.5%) from 2022

Net Income

Down

-$132,188

Down $215,396 (-259%) from 2022

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

2023

Assets$80,344
Liabilities$12,331
Net Assets$68,013

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

2023

Revenue$359,794
Expenses$491,982
Net Income-$132,188
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$678,996
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$10,238$34,060▲ $23,822
Cash and Non-Interest-Bearing Accounts$165,791$30,659▼ $135,132
Investments in Publicly Traded Securities$24,219$15,625▼ $8,594
Total Assets$200,248$80,344▼ $119,904
Liabilities
Accounts Payable and Accrued Expenses$47$12,331▲ $12,284
Total Liabilities$47$12,331▲ $12,284
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$200,201$68,013▼ $132,188
Total Net Assets Fund Balance$200,201$68,013▼ $132,188
Total Liabilities and Net Assets / Fund Balance$200,248$80,344▼ $119,904
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie SanoExecutive DiFT$79,992$79,992

Board Members and Trustees

NameTitle
Anne AlexiouDirector
Carrie DonnellyDirector
Erin PetersDirector
Jasper MirableDirector
Jimmy BergnerDirector
John HumphreyDirector
Lori AnselmoDirector
Maeghan MillerDirector
Mary Ellen AnselmoDirector
Nick ParadiseDirector
Steve BessenbacherDirector
Jerome AnselmoDirector/ex
Leslie HumphreyDirector/pre
Susan GreenbergDirector/sec
Diane EustonDirector/tre
Bob FescoeDirector/vic
Revenue and Support

Revenue Composition

Contributions and Grants
$457,774
Program Service Revenue
$0
Investment Income
$20,228
Other Revenue
$-118,208
Change in Net Assets
$-132,188

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table75$98,493
Total Noncash Contributions75$98,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$326,491
Salaries, Compensation, and Employee Benefits$86,050
Other Expenses$79,441
Total Fundraising Expense$59,963
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$325,966--$325,966
Current Officers, Directors, Trustees, and Key Employees-$47,995$31,997$79,992
Information Technology-$32,228$21,485$53,713
Office Expenses-$8,541-$8,541
Payroll Taxes-$3,635$2,423$6,058
Conferences and Meetings-$2,467$1,644$4,111
Fees for Services Other-$2,145$1,430$3,575
Insurance-$707$471$1,178
Fees for Services Accounting-$923-$923
Advertising-$389$259$648
Travel-$382$254$636
Grants to Domestic Individuals$525--$525
Other Expenses-$116-$116
Total Functional Expenses$326,491$105,528$59,963$491,982
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bags of FunKansas City, MO501c3General Support$81,600
The Dream FactoryKansas City, MO501c3General Support$56,260
St Thomas MoreKansas City, MO501c3General Support$48,602
CHARLIE'S HOUSEKansas City, MO501c3General Support$34,600
TeamsmileNorth Kansas City, MO501c3General Support$20,700
Kids TlcOlathe, KS501c3General Support$13,100
St John RegisKansas City, MO501c3General Support$10,000
St Louis University High SchoolSt Louis, MO501c3General 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$294,462
Fundraising Gross Income$176,254
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$579,304$166,334$22,333$144,001
Golf Tournament$43,584$7,920$4,742$3,178
Total Events$634,028$176,254$294,462$-118,208
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
504 W 133RD TERRACE, KANSAS CITY, MO 64145

Signing Officer

Name
Julie Sano
Title
Executive Director
Phone
8168031842
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Sano
Formed
2008
Legal Domicile
Mo
Voting Board Members
17
Independent Board Members
17
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 (34,600) - teamsmile (20,700) - kids tlc (13,100) - st. Louis university high school (10,000) - st. Regis grade school (10,000) - midwest animal rescue (4,974) - the plaza academy (4,450) - bloom international (4,236) - safehome (3,706) - live like luke foundation (3,350) - kc pet project (3,129) - st. Michael the archangel (2,739) - operation breakthrough (2,500) - rockhurst high school (2,283) - levelup kids inc (2,060) - st. Thomas aquinas (1,719) - brian derek henderson foundation (1,531) - pythons drill team (1,531) - c you in the major leagues (1,305) - folds of honor (1,260) - the shadow buddies foundation (1,124) - super sam foundation (1,030) - building hope for autism (1,025) - johnson county christmas bureau (1,000) - journey to new life (1,000) - children's mercy hospital (850) - christmas families inc/red bags kc (683) - st. James academy (525) - big brothers big sisters (520) - fishtank theater (515) - scraps kc (500) - uplift organization inc (315) - light of love ministry (257) - arthritis foundation (200) - the inclusion connection (200) - national breast cancer foundation (200) - miu men's health foundation (106) - other misc grants and under 100 (805)

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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/PrincipalOfficerNm0JULIE SANO
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IRS990/ProgSrvcAccomActy2Grp/Desc0DREAM FACTORY: THE FOUNDATION SUPPORTS THIS LOCAL ORGANIZATION AS IT WORKS TO GRANT DREAMS TO CHILDREN WITH LIFE THREATENING OR CHRONIC ILLNESS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ST. THOMAS MORE: THE FOUNDATION SUPPORTS THIS LOCAL GRADE SCHOOL AND PARISH ALONG WITH ITS STM-FOR-ALL PROGRAM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE: - CHARLIE'S HOUSE (34,600) - TEAMSMILE (20,700) - KIDS TLC (13,100) - ST. LOUIS UNIVERSITY HIGH SCHOOL (10,000) - ST. REGIS GRADE SCHOOL (10,000) - MIDWEST ANIMAL RESCUE (4,974) - THE PLAZA ACADEMY (4,450) - BLOOM INTERNATIONAL (4,236) - SAFEHOME (3,706) - LIVE LIKE LUKE FOUNDATION (3,350) - KC PET PROJECT (3,129) - ST. MICHAEL THE ARCHANGEL (2,739) - OPERATION BREAKTHROUGH (2,500) - ROCKHURST HIGH SCHOOL (2,283) - LEVELUP KIDS INC (2,060) - ST. THOMAS AQUINAS (1,719) - BRIAN DEREK HENDERSON FOUNDATION (1,531) - PYTHONS DRILL TEAM (1,531) - C YOU IN THE MAJOR LEAGUES (1,305) - FOLDS OF HONOR (1,260) - THE SHADOW BUDDIES FOUNDATION (1,124) - SUPER SAM FOUNDATION (1,030) - BUILDING HOPE FOR AUTISM (1,025) - JOHNSON COUNTY CHRISTMAS BUREAU (1,000) - JOURNEY TO NEW LIFE (1,000) - CHILDREN'S MERCY HOSPITAL (850) - CHRISTMAS FAMILIES INC/RED BAGS KC (683) - ST. JAMES ACADEMY (525) - BIG BROTHERS BIG SISTERS (520) - FISHTANK THEATER (515) - SCRAPS KC (500) - UPLIFT ORGANIZATION INC (315) - LIGHT OF LOVE MINISTRY (257) - ARTHRITIS FOUNDATION (200) - THE INCLUSION CONNECTION (200) - NATIONAL BREAST CANCER FOUNDATION (200) - MIU MEN'S HEALTH FOUNDATION (106) - OTHER MISC GRANTS AND UNDER 100 (805)
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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/RecipientBusinessName/BusinessNameLine1Txt0BAGS OF FUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE DREAM FACTORY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST THOMAS MORE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHARLIE'S HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4TEAMSMILE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5KIDS TLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ST JOHN REGIS

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