Civic Intelligence

Assisi Animal Foundation

990 • Fiscal year 2020 • EIN 36-3224013

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 12, 2020

PO Box 143Crystal Lake, IL 60012

(815) 455-9411

Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.06x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-124%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$30,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

6.0%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$599,649

Down $346,224 (-37%) from 2019

Net Assets

Down

$584,185

Down $339,374 (-37%) from 2019

Liabilities

Down

$15,464

Down $6,850 (-31%) from 2019

Revenue

Up

$265,485

Up $15,048 (+6.0%) from 2019

Expenses

Up

$594,748

Up $57,314 (+11%) from 2019

Net Income

Down

-$329,263

Down $42,266 (-15%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $235,275Liabilities 2012: $44,059Net Assets 2012: $191,2162012Assets 2013: $357,172Liabilities 2013: $26,334Net Assets 2013: $330,8382013Assets 2014: $866,836Liabilities 2014: $29,187Net Assets 2014: $837,6492014Assets 2015: $529,919Liabilities 2015: $11,426Net Assets 2015: $518,4932015Assets 2016: $1,623,002Liabilities 2016: $15,198Net Assets 2016: $1,607,8042016Assets 2017: $1,640,340Liabilities 2017: $34,990Net Assets 2017: $1,605,3502017Assets 2019: $945,873Liabilities 2019: $22,314Net Assets 2019: $923,5592019Assets 2020: $599,649Liabilities 2020: $15,464Net Assets 2020: $584,1852020Assets 2021: $1,064,463Liabilities 2021: $56,842Net Assets 2021: $1,007,6212021Assets 2022: $993,704Liabilities 2022: $29,068Net Assets 2022: $964,6362022Assets 2023: $996,596Liabilities 2023: $686Net Assets 2023: $995,9102023Assets 2024: $661,334Liabilities 2024: $10,568Net Assets 2024: $650,7662024Assets 2025: $396,732Liabilities 2025: $13,693Net Assets 2025: $383,0392025

Highlighted filing

2020

Assets$599,649
Liabilities$15,464
Net Assets$584,185

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $355,2382012Expenses 2013: $359,6342013Revenue 2014: $941,723Expenses 2014: $438,097Net Income 2014: $503,6262014Revenue 2015: $203,680Expenses 2015: $522,739Net Income 2015: -$319,0592015Revenue 2016: $1,584,133Expenses 2016: $494,880Net Income 2016: $1,089,2532016Revenue 2017: $577,749Expenses 2017: $583,582Net Income 2017: -$5,8332017Revenue 2019: $250,437Expenses 2019: $537,434Net Income 2019: -$286,9972019Revenue 2020: $265,485Expenses 2020: $594,748Net Income 2020: -$329,2632020Revenue 2021: $1,049,715Expenses 2021: $626,279Net Income 2021: $423,4362021Revenue 2022: $495,689Expenses 2022: $538,674Net Income 2022: -$42,9852022Revenue 2023: $597,595Expenses 2023: $566,321Net Income 2023: $31,2742023Revenue 2024: $287,374Expenses 2024: $632,518Net Income 2024: -$345,1442024Revenue 2025: $351,325Expenses 2025: $619,052Net Income 2025: -$267,7272025

Highlighted filing

2020

Revenue$265,485
Expenses$594,748
Net Income-$329,263
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 12, 2020
Return Version
2019v5.0
Gross Receipts
$274,494
Mission and Program Overview

Mission

Operating shelter caring for animals

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$654,101$294,608▼ $359,493
Investments in Publicly Traded Securities$241,573$260,108▲ $18,535
Land, Buildings, and Equipment, Net$47,863$42,624▼ $5,239
Prepaid Expenses and Deferred Charges$2,256$2,256→ $0
Cash and Non-Interest-Bearing Accounts$80$53▼ $27
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$945,873$599,649▼ $346,224
Other Assets Total-$0-
Liabilities
Other Liabilities$22,314$15,464▼ $6,850
Total Liabilities$22,314$15,464▼ $6,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$923,559$584,185▼ $339,374
Total Net Assets Fund Balance$923,559$584,185▼ $339,374
Total Liabilities and Net Assets / Fund Balance$945,873$599,649▼ $346,224

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$40,463$134,537$175,000
Other Land Buildings$2,161$34,942$37,103
Equipment-$36,923$36,923
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Isabelle LinklaterExecutive DirecFT$30,000$30,000

Board Members and Trustees

NameTitle
Katheryn M StainsDirector
Meredith SchaeferDirector
Peter ZuikoDirector
Wendy MillsSecretary
Rick KempfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$186,405
Program Service Revenue
$26,129
Investment Income
$10,796
Other Revenue
$42,155
All Other Contributions
$183,575
Change in Net Assets
$-329,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$354,386
Salaries, Compensation, and Employee Benefits$240,362
Total Fundraising Expense$13,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$182,285$10,206-$192,491
All Other Expenses$28,720$2,026$4,703$35,449
Current Officers, Directors, Trustees, and Key Employees$15,000$7,500$7,500$30,000
Other Expenses$22,742--$22,742
Payroll Taxes$15,816$1,461$594$17,871
Insurance$16,390$744-$17,134
Occupancy$9,413$1,046-$10,459
Depreciation Depletion$5,239--$5,239
Office Expenses$1,759$703$1,055$3,517
Advertising$3,207--$3,207
Fees for Services Accounting$1,666--$1,666
Total Functional Expenses$557,210$23,686$13,852$594,748
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,164
Fundraising Direct Expenses$9,009
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$40,614$40,614$526$40,088
Fashion Show$13,380$10,550$300$10,250
Total Events$53,994$51,164$9,009$42,155
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$11,491
Payroll Taxes$3,973
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The bookkeeping activities are recorded by an independent contractor.

Form 990, Part VI, Line 11B: Form 990 Review Process

CPA discussed return with the executive director.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Employees and board members must sign the policy each year.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Report is made available at the annual meeting open to the public and available at the organizations office.

Filing and Contact Details

Filer

Filer Name
Assisi Animal Foundation
EIN
36-3224013
Phone
8154559411
Address
PO BOX 143, CRYSTAL LAKE, IL 60012

Signing Officer

Name
Isabelle Linklater
Title
Executive Direc
Signed
2020-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Isabelle Linklater
Formed
1983
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
28
Volunteers
7

Preparer

Firm
Scott A Saunders CPA PC
Address
600 Spring Hill Ring Road Ste 302, West Dundee, IL 60118
Preparer
Scott A Saunders CPA MST
Phone
8474267272
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IRS990/PYContributionsGrantsAmt0211557
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010516
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0313572
IRS990/PYOtherRevenueAmt012689
IRS990/PYProgramServiceRevenueAmt015675
IRS990/PYRevenuesLessExpensesAmt0-286997
IRS990/PYSalariesCompEmpBnftPaidAmt0223862
IRS990/PYTotalExpensesAmt0537434
IRS990/PYTotalRevenueAmt0250437
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-329263
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026129
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0654101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0294608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0180550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0145989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0524173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01536977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02588101
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09839
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09387
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt051509
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt026129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015675
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt026855
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt025110
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017160
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0110929
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94090
IRS990ScheduleA/PublicSupportPY170Pct00.94520
IRS990ScheduleA/PublicSupportTotal170Amt02588101
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0180550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200412
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0145989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0524173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01536977
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02588101
IRS990ScheduleA/TotalSupportAmt02750539
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt040463
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0134537
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036923
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02161
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034942
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037103
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011491
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13973
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042624
IRS990ScheduleD/TotalLiabilityAmt015464
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02830
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02830
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09009
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FASHION SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04180
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03653
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051164
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042155
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0526
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0300
IRS990ScheduleG/LicensedStatesCd0IL
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOOKKEEPING ACTIVITIES ARE RECORDED BY AN INDEPENDENT CONTRACTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CPA discussed return with the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Employees and board members must sign the policy each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Report is made available at the annual meeting open to the public and available at the organizations office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0945873
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IRS990/TotalAssetsGrp/BOYAmt0945873
IRS990/TotalAssetsGrp/EOYAmt0599649
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0186405

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