Civic Intelligence

The Assistance Fund Inc

990 • Fiscal year 2012 • EIN 27-0270731

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 05, 2012

Organization ProfileWWW.THEASSISTANCEFUND.ORG

View Organization Page

4700 Millenia Blvd No 50032839
Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

97th percentile

72%

Faster asset growth than 97% of similar nonprofits.

2012 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$27,515,652

Up $18,217,314 (+196%) from 2010

Net Assets

Up

$27,232,736

Up $18,247,043 (+203%) from 2010

Liabilities

Down

$282,916

Down $29,729 (-9.5%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$28,460,638

Up $16,804,811 (+144%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $9,298,338Liabilities 2010: $312,645Net Assets 2010: $8,985,6932010Assets 2012: $27,515,652Liabilities 2012: $282,916Net Assets 2012: $27,232,7362012Assets 2013: $49,284,598Liabilities 2013: $958,793Net Assets 2013: $48,325,8052013Assets 2014: $52,301,396Liabilities 2014: $1,263,056Net Assets 2014: $51,038,3402014Assets 2015: $70,633,947Liabilities 2015: $1,397,248Net Assets 2015: $69,236,6992015Assets 2016: $82,171,524Liabilities 2016: $4,208,163Net Assets 2016: $77,963,3612016Assets 2017: $123,481,487Liabilities 2017: $4,751,205Net Assets 2017: $118,730,2822017Assets 2018: $176,389,134Liabilities 2018: $6,504,457Net Assets 2018: $169,884,6772018Assets 2019: $330,085,994Liabilities 2019: $14,555,241Net Assets 2019: $315,530,7532019Assets 2020: $388,553,113Liabilities 2020: $17,264,685Net Assets 2020: $371,288,4282020Assets 2021: $376,112,089Liabilities 2021: $12,720,542Net Assets 2021: $363,391,5472021Assets 2022: $391,103,788Liabilities 2022: $11,748,050Net Assets 2022: $379,355,7382022Assets 2023: $363,685,624Liabilities 2023: $18,671,166Net Assets 2023: $345,014,4582023Assets 2024: $508,642,591Liabilities 2024: $14,193,582Net Assets 2024: $494,449,0092024

Highlighted filing

2012

Assets$27,515,652
Liabilities$282,916
Net Assets$27,232,736
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$200M$0-$200MExpenses 2010: $11,655,8272010Expenses 2012: $28,460,6382012Expenses 2013: $49,602,0552013Revenue 2014: $63,476,785Expenses 2014: $60,865,475Net Income 2014: $2,611,3102014Revenue 2015: $79,282,506Expenses 2015: $61,029,755Net Income 2015: $18,252,7512015Revenue 2016: $92,618,853Expenses 2016: $83,197,029Net Income 2016: $9,421,8242016Revenue 2017: $165,100,555Expenses 2017: $125,594,966Net Income 2017: $39,505,5892017Revenue 2018: $213,978,451Expenses 2018: $160,708,473Net Income 2018: $53,269,9782018Revenue 2019: $374,973,159Expenses 2019: $227,201,494Net Income 2019: $147,771,6652019Revenue 2020: $383,403,392Expenses 2020: $328,746,087Net Income 2020: $54,657,3052020Revenue 2021: $295,767,415Expenses 2021: $304,758,468Net Income 2021: -$8,991,0532021Revenue 2022: $288,357,934Expenses 2022: $269,288,161Net Income 2022: $19,069,7732022Revenue 2023: $278,965,875Expenses 2023: $314,463,857Net Income 2023: -$35,497,9822023Revenue 2024: $341,721,094Expenses 2024: $193,383,054Net Income 2024: $148,338,0402024

Highlighted filing

2012

Revenue-
Expenses$28,460,638
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 5, 2012
Return Version
2011v1.2
Gross Receipts
$41,291,084
Mission and Program Overview

Mission

The assistance fund (taf) provides support and financial assistance for individuals diagnosed with specific chronic or critical illnesses who lack the financial means to cover the cost-sharing portions of their prescribed treatments and life-saving care. Taf's efforts are guided by the hope that one day no person will go without medication due to an inability to pay.

Filing and Contact Details

Filer

EIN
27-0270731
Raw XML AppendixShowing 400 of 535 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients08157
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0CO-PAY AND PREMIUM ASSISTANCE TO UNDER-INSURED PATIENTS WITH CHRONIC DISEASES TO AFFORD ADVANCED BIOTECH THERAPIES NECESSARY TO TREAT THE PATIENT CHRONIC DISEASES.
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: AFTER AN INDIVIDUAL HAS GONE THROUGH THE APPLICATION AND APPROVAL PROCESS, A DETERMINATION IS MADE AS TO WHAT LEVEL OF ASSISTANCE THE INDIVIDUAL WILL RECEIVE. THE ASSISTANCE IS PROVIDED DIRECTLY TO THE PHARMACY OR DOCTOR'S OFFICE ON BEHALF OF THE INDIVIDUAL AND IS RESTRICTED AS TO WHAT CAN BE PURCHASED WITH THE FUNDS. ASSISTANCE PROVIDED TO EACH INDIVIDUAL IS TRACKED VIA A SOFTWARE SYSTEM THAT IS MONITORED ON A DAILY BASIS BY THE ORGANIZATION'S PERSONNEL.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction01370764
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction11370764
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0MANAGEMENT FEES
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1MANAGEMENT FEES
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0JEFFREY P SPAFFORD
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1EDWARD H HENSLEY
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0EXEC. DIRECTOR OF ORGANIZATION AND 50% OWNER OF ASSIST RX, INC. (AN S CORP)
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1EXEC. DIRECTOR OF ORGANIZATION AND 50% OWNER OF ASSIST RX, INC. (AN S CORP)
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues10
IRS990ScheduleO/GeneralExplanation/Explanation0JEFFREY P. SPAFFORD AND EDWARD H. HENSLEY ARE BOTH 50% OWNERS OF ASSIST RX,INC., AN S CORP. THAT PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF THE COMPLETED FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE SECRETARY OF THE CORPORATION SHALL DISTRIBUTE ANNUALLY TO ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES (AS IDENTIFIED BY THE CORPORATION), A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION AND WHETHER THE PROCESS FOR APPROVAL SET FORTH IN THIS POLICY WAS USED. SUCH DISCLOSURE FORM MAY REQUIRE DISCLOSURE OF OTHER RELATIONSHIPS THAT MAY NOT CONSTITUTE AN ACTUAL CONFLICT OF INTEREST, BUT WHICH ARE REQUIRED TO BE DISCLOSED IN ORDER FOR THE CORPORATION TO COMPLY WITH ITS ANNUAL REPORTING REQUIREMENTS. AN EMPLOYEE OF THE CORPORATION WITH A POTENTIAL CONFLICT OF INTEREST IN A PARTICULAR MATTER SHALL PROMPTLY AND FULLY DISCLOSE THE POTENTIAL CONFLICT TO HIS SUPERVISOR. THE EMPLOYEE SHALL THEREAFTER REFRAIN FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSION, AS WELL AS ANY DECISIONS, RELATING TO THE MATTER AND FOLLOW THE DIRECTION OF THE SUPERVISOR AS TO HOW THE CORPORATION DECISIONS WHICH ARE THE SUBJECT OF THE CONFLICT WILL BE DETERMINED. THE PRESIDENT SHALL BE RESPONSIBLE FOR DETERMINING THE PROPER WAY FOR THE CORPORATION TO HANDLE CORPORATION DECISIONS WHICH INVOLVE UNRESOLVED EMPLOYEE CONFLICTS OF INTEREST. IN MAKING SUCH DETERMINATIONS, THE PRESIDENT MAY CONSULT WITH LEGAL COUNSEL. THE PRESIDENT SHALL REPORT TO THE BOARD AT LEAST ANNUALLY CONCERNING EMPLOYEE CONFLICTS OF INTEREST WHICH HAVE BEEN DISCLOSED AND CONTRACTS AND TRANSACTIONS INVOLVING EMPLOYEE CONFLICTS WHICH THE PRESIDENT HAS APPROVED.
IRS990ScheduleO/GeneralExplanation/Explanation3IT IS THE POLICY OF THE CORPORATION TO PAY NO MORE THAN REASONABLE COMPENSATION FOR PERSONAL SERVICES RENDERED TO THE CORPORATION BY OFFICERS AND EMPLOYEES. THE DIRECTORS OF THE CORPORATION SHALL NOT RECEIVE COMPENSATION FOR FULFILLING THEIR DUTIES AS DIRECTORS, ALTHOUGH DIRECTORS MAY BE REIMBURSED FOR ACTUAL OUT-OF-POCKET EXPENSES WHICH THEY INCUR IN ORDER TO FULFILL THEIR DUTIES AS DIRECTORS. EXPENSES OF SPOUSES WILL NOT BE REIMBURSED BY THE CORPORATION UNLESS THE EXPENSES ARE NECESSARY TO ACHIEVE A CORPORATION PURPOSE. THE BOARD OF DIRECTORS MUST APPROVE IN ADVANCE THE AMOUNT OF ALL COMPENSATION FOR OFFICERS OF THE CORPORATION. BEFORE APPROVING THE COMPENSATION OF AN OFFICER, THE BOARD SHALL DETERMINE THAT THE TOTAL COMPENSATION TO BE PROVIDED BY THE CORPORATION TO THE OFFICER IS REASONABLE IN AMOUNT IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE OFFICER FOR THE POSITION HELD, INCLUDING THE RESULT OF AN EVALUATION OF THE OFFICER'S PRIOR PERFORMANCE FOR THE CORPORATION, IF APPLICABLE. IN MAKING THE DETERMINATION, THE BOARD SHALL CONSIDER TOTAL COMPENSATION TO INCLUDE THE SALARY AND THE VALUE OF ALL BENEFITS PROVIDED BY THE CORPORATION TO THE INDIVIDUAL IN PAYMENT FOR SERVICES. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING AN OFFICER'S COMPENSATION, THE OFFICER SHOULD NOT BE PRESENT IN THE MEETING. THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES. THE BOARD SHALL SET FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND THE COMPARABILITY DATA.
IRS990ScheduleO/GeneralExplanation/Explanation4THERE SHALL BE KEPT AT THE OFFICE OF THE CORPORATION: (1) CORRECT AND COMPLETE BOOKS AND RECORDS OF ACCOUNT; (2) MINUTES OF THE PROCEEDINGS OF THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE; (3) A CURRENT LIST OF THE DIRECTORS AND OFFICERS OF THE CORPORATION AND THEIR RESIDENCE ADDRESSES; (4) A COPY OF THESE BY-LAWS; (5) A COPY OF THE CORPORATION'S APPLICATION FOR RECOGNITION OF EXEMPTION WITH THE INTERNAL REVENUE SERVICE; AND (6) COPIES OF THE PAST THREE (3) YEARS' INFORMATION RETURNS TO THE INTERNAL REVENUE SERVICE. ANY OF THE BOOKS, MINUTES AND RECORDS OF THE CORPORATION MAY BE IN WRITTEN FORM OR IN ANY OTHER FORM CAPABLE OF BEING CONVERTED INTO WRITTEN FORM WITHIN A REASONABLE TIME.
IRS990ScheduleO/GeneralExplanation/Explanation5PRIOR PERIOD ADJUSTMENTS: 5,165,476.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD OF DIRECTORS SELECTED 6 MEMBERS TO SERVE AS THE AUDIT COMMITTEE. THESE INDIVIDUALS WERE RESPONSIBLE FOR SELECTING THE INDEPENDENT ACCOUNTANTS TO PERFORM THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation7THESE QUESTIONS HAVE BEEN ANSWERED NO BECAUSE THE ORGANIZATION DID NOT HAVE ANY CONTRIBUTIONS OF THESE TYPES THAT WOULD REQUIRE THIS REPORTING.
IRS990ScheduleO/GeneralExplanation/Explanation8THE 2011 FINANCIAL STATEMENTS HAVE BEEN RESTATED TO ADJUST TEMPORARILY RESTRICTED CONTRIBUTIONS PREVIOULSY RECORDED AS DEFERRED CONTRIBUTIONS SINCE MANAGEMENT HAS DETERMINED THAT THE POSSIBILITY THAT DONOR IMPOSED CONDITIONS WILL NOT BE MET IS REMOTE. THE EFFECT ON THE RESTATEMENT WAS AN INCREASE TO 2011 NET ASSETS BY $5,165,476.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1AUDIT OF FINANCIAL STATEMENTS
IRS990ScheduleO/GeneralExplanation/Identifier2FORMS 8899 AND 1098-C
IRS990ScheduleO/GeneralExplanation/Identifier3PRIOR PERIOD ADJUSTMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$27,515,652
Liabilities
$282,916
Net assets
$27,232,736
Revenue
-
Expenses
$28,460,638
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$509$14.2$494$342$193$148
2023Detailed filing. Detailed filing data is available for this year.$364$18.7$345$279$314$35.5
2022Detailed filing. Detailed filing data is available for this year.$391$11.7$379$288$269$19.1
2021Detailed filing. Detailed filing data is available for this year.$376$12.7$363$296$305$8.99
2020Detailed filing. Detailed filing data is available for this year.$389$17.3$371$383$329$54.7
2019Detailed filing. Detailed filing data is available for this year.$330$14.6$316$375$227$148
2018Detailed filing. Detailed filing data is available for this year.$176$6.50$170$214$161$53.3
2017Detailed filing. Detailed filing data is available for this year.$123$4.75$119$165$126$39.5
2016Detailed filing. Detailed filing data is available for this year.$82.2$4.21$78.0$92.6$83.2$9.42
2015Detailed filing. Detailed filing data is available for this year.$70.6$1.40$69.2$79.3$61.0$18.3
2014Detailed filing. Detailed filing data is available for this year.$52.3$1.26$51.0$63.5$60.9$2.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.3$0.96$48.3$49.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$0.28$27.2$28.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.31$8.99$11.7