Civic Intelligence

Assure the Future Inc

EIN 46-1540059 • 501(c)3 • Morganton, NC

Profile

The mission of assure the future, inc. Is to enhance the educational opportunities and experiences of individuals with disabilities and advance research-based practices among professionals.

300 Enola RoadMorganton, NC 28655

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

14th percentile

-20%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$1,546,722

Up $62,562 (+4.2%) from 2024

Liabilities

Down

$0

Down $307 (-100%) from 2024

Net Assets

Up

$1,546,722

Up $62,869 (+4.2%) from 2024

Revenue

Down

$192,241

Down $60,004 (-24%) from 2024

Expenses

Down

$172,925

Down $25,364 (-13%) from 2024

Net Income

Down

$19,316

Down $34,640 (-64%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $259,224Liabilities 2013: $0Net Assets 2013: $259,2242013Assets 2014: $387,185Liabilities 2014: $0Net Assets 2014: $387,1852014Assets 2015: $544,479Liabilities 2015: $0Net Assets 2015: $544,4792015Assets 2016: $792,620Liabilities 2016: $0Net Assets 2016: $792,6202016Assets 2017: $866,239Liabilities 2017: $0Net Assets 2017: $866,2392017Assets 2018: $853,541Liabilities 2018: $1,224Net Assets 2018: $852,3172018Assets 2019: $867,419Liabilities 2019: $454Net Assets 2019: $866,9652019Assets 2020: $965,709Liabilities 2020: $0Net Assets 2020: $965,7092020Assets 2021: $1,056,189Liabilities 2021: $0Net Assets 2021: $1,056,1892021Assets 2022: $1,191,683Liabilities 2022: $307Net Assets 2022: $1,191,3762022Assets 2023: $1,369,393Liabilities 2023: $307Net Assets 2023: $1,369,0862023Assets 2024: $1,484,160Liabilities 2024: $307Net Assets 2024: $1,483,8532024Assets 2025: $1,546,722Liabilities 2025: $0Net Assets 2025: $1,546,7222025

Highlighted filing

2025

Assets$1,546,722
Liabilities$0
Net Assets$1,546,722

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2013: $284,333Expenses 2013: $25,109Net Income 2013: $259,2242013Revenue 2014: $260,285Expenses 2014: $132,324Net Income 2014: $127,9612014Revenue 2015: $345,069Expenses 2015: $187,775Net Income 2015: $157,2942015Revenue 2016: $352,267Expenses 2016: $104,125Net Income 2016: $248,1422016Revenue 2017: $203,236Expenses 2017: $128,792Net Income 2017: $74,4442017Revenue 2018: $75,003Expenses 2018: $86,488Net Income 2018: -$11,4852018Revenue 2019: $142,039Expenses 2019: $148,717Net Income 2019: -$6,6782019Revenue 2020: $183,179Expenses 2020: $103,585Net Income 2020: $79,5942020Revenue 2021: $133,736Expenses 2021: $131,849Net Income 2021: $1,8872021Revenue 2022: $302,054Expenses 2022: $113,029Net Income 2022: $189,0252022Revenue 2023: $303,844Expenses 2023: $151,294Net Income 2023: $152,5502023Revenue 2024: $252,245Expenses 2024: $198,289Net Income 2024: $53,9562024Revenue 2025: $192,241Expenses 2025: $172,925Net Income 2025: $19,3162025

Highlighted filing

2025

Revenue$192,241
Expenses$172,925
Net Income$19,316

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.19$0.17$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.25$0.20$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.30$0.15$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.30$0.11$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.18$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.14$0.15$0.01
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.08$0.09$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.20$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.35$0.10$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.35$0.19$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.26$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.28$0.03$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$192,241
Mission and Program Overview

Mission

The mission of assure the future, inc. Is to enhance the educational opportunities and experiences of individuals with disabilities and advance research-based practices among professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$512,096$760,863▲ $248,767
Cash and Non-Interest-Bearing Accounts$807,064$525,766▼ $281,298
Land, Buildings, and Equipment, Net$132,528$110,604▼ $21,924
Savings and Temporary Cash Investments-$100,000-
Investments Other Securities$14,145$27,167▲ $13,022
Accounts Receivable-$669-
Total Assets$1,484,160$1,546,722▲ $62,562
Other Assets Total$18,327$21,653▲ $3,326
Liabilities
Accounts Payable and Accrued Expenses$307$0▼ $307
Total Liabilities$307$0▼ $307
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,316,423$1,275,341▼ $41,082
Net Assets With Donor Restrictions$167,430$271,381▲ $103,951
Total Net Assets Fund Balance$1,483,853$1,546,722▲ $62,869
Total Liabilities and Net Assets / Fund Balance$1,484,160$1,546,722▲ $62,562

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$97,454$181,855$279,309
Other Land Buildings$13,150-$13,150
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rod WillcoxBoard Chairman
Buddy Crowder Ex-officioBoard Member
Jan RichardsonBoard Member
Kathy JohnsonBoard Member
Marsha RiddleBoard Member
Melanie MikusaBoard Member
Steve PurcellBoard Member
Haven WorleySecretary
Waits GordonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,275
Program Service Revenue
$52,198
Investment Income
$35,768
Other Revenue
$0
All Other Contributions
$104,275
Change in Net Assets
$19,316

Audited Revenue Reconciliation

Revenue per Audited Statements
$185,169
Revenue Not Reported on Financial Statements
$7,072
Revenue Not Reported on Form 990
$60,123
Total Revenue per Audited Statements
$245,292
Total Revenue per Form 990
$192,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$39,875--$39,875
All Other Expenses$15,425$398-$15,823
Travel$11,480--$11,480
Other Expenses$6,583$1,600-$8,183
Fees for Service Investment Mgmnt Fees-$7,072-$7,072
Fees for Services Other$5,761$400-$6,161
Insurance-$3,386-$3,386
Information Technology$1,292--$1,292
Conferences and Meetings$750--$750
Total Functional Expenses$156,877$16,048$0$172,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$182,422
Total Expenses per Form 990$172,925
Expenses per Audited Statements$165,853
Expenses Not Reported on Form 990$16,569
Expenses Not Reported on Financial Statements$7,072
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Each board member is provided a copy of form 990 and the board approves the form prior to the organization's filing forms.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available when requested by calling the organization's office.

Filing and Contact Details

Filer

Filer Name
Assure the Future Inc
EIN
46-1540059
Phone
8284386600
Address
300 ENOLA ROAD, MORGANTON, NC 28655

Signing Officer

Name
Rod Willcox
Title
Board Chair
Phone
8284386600
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rod Willcox
Formed
2011
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Lowdermilk Church & Co Llp
Address
121 NORTH STERLING STREET, MORGANTON, NC 28655
Preparer
Phillip E Church
Phone
8284331226
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -1.

Raw XML AppendixShowing 400 of 406 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.

Path#Value
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IRS990/PYContributionsGrantsAmt084356
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021674
IRS990/PYOtherExpensesAmt0198289
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0146215
IRS990/PYRevenuesLessExpensesAmt053956
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0198289
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0252245
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt019316
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt052198
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt099775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0404243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019878
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02418
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070788
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0704236
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85100
IRS990ScheduleA/PublicSupportPY170Pct00.87480
IRS990ScheduleA/PublicSupportTotal170Amt0404243
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt099775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040930
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0404243
IRS990ScheduleA/TotalSupportAmt0475031
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt016569
IRS990ScheduleD/DonatedServicesUseFcltsAmt016569
IRS990ScheduleD/EquipmentGrp/BookValueAmt097454
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0181855
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0279309
IRS990ScheduleD/ExpensesNotReportedAmt016569
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07072
IRS990ScheduleD/ExpensesSubtotalAmt0165853
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07072
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07072
IRS990ScheduleD/NetUnrealizedGainsInvstAmt043554
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013150
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013150
IRS990ScheduleD/RevenueNotReportedAmt060123
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07072
IRS990ScheduleD/RevenueSubtotalAmt0185169
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0110604
IRS990ScheduleD/TotalExpensesPerForm990Amt0172925
IRS990ScheduleD/TotalRevenuePerForm990Amt0192241
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0245292
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0182422
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH BOARD MEMBER IS PROVIDED A COPY OF FORM 990 AND THE BOARD APPROVES THE FORM PRIOR TO THE ORGANIZATION'S FILING FORMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE WHEN REQUESTED BY CALLING THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING -1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01484160
IRS990/TotalAssetsEOYAmt01546722
IRS990/TotalAssetsGrp/BOYAmt01484160
IRS990/TotalAssetsGrp/EOYAmt01546722
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0104275
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156877
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172925
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0307
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0307
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01483853
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01546722
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0156877
IRS990/TotalProgramServiceRevenueAmt052198
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035768
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052198
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0192241
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01484160
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01546722
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011480
IRS990/TravelGrp/TotalAmt011480
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 ENOLA ROAD
IRS990/USAddress/CityNm0MORGANTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028655
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0ASSURETHEFUTURE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROD WILLCOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08284386600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSURE THE FUTURE INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0461540059
ReturnHeader/Filer/PhoneNum08284386600
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 ENOLA ROAD
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561607661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOWDERMILK CHURCH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 NORTH STERLING STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028655
ReturnHeader/PreparerPersonGrp/PhoneNum08284331226

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