Civic Intelligence

Assure the Future

990 • Fiscal year 2015 • EIN 46-1540059

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

300 Enola RdMorganton, NC 28655

(828) 433-2661

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.00x

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

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Net Margin

93rd percentile

46%

Higher net margin than 93% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE E • $500k-$1M nonprofits • Source year 2015

Asset Growth

90th percentile

41%

Faster asset growth than 90% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$544,479

Up $157,294 (+41%) from 2014

Net Assets

Up

$544,479

Up $157,294 (+41%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$345,069

Up $84,784 (+33%) from 2014

Expenses

Up

$187,775

Up $55,451 (+42%) from 2014

Net Income

Up

$157,294

Up $29,333 (+23%) from 2014

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 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

2015

Assets$544,479
Liabilities$0
Net Assets$544,479

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$345,069
Expenses$187,775
Net Income$157,294
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$345,069
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
Rtn Earn Endowment Incm Other Fnds$387,185$544,479▲ $157,294
Cash and Non-Interest-Bearing Accounts$387,185$540,968▲ $153,783
Land, Buildings, and Equipment, Net$0$3,511▲ $3,511
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$387,185$544,479▲ $157,294
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$387,185$544,479▲ $157,294
Total Liabilities and Net Assets / Fund Balance$387,185$544,479▲ $157,294

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,511$347-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim RichardsonBoard Chairman
Carl StewartBoard Member
Carroll FranklinBoard Member
David LedbetterBoard Member
Fran CooperBoard Member
Kristi ByersBoard Member
Marsha WalkerBoard Member
Steve PurcellBoard Member
Suzy FitzgeraldBoard Member
Sarah SextonExecutive Director
Waits GordonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,106
Program Service Revenue
$301,290
Investment Income
$1,673
Other Revenue
$0
All Other Contributions
$42,106
Change in Net Assets
$157,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,775
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
Information Technology$42,796$3,248-$46,044
All Other Expenses$31,733$2,109-$33,842
Fees for Services Other$28,317--$28,317
Other Expenses$7,848$8,561-$7,848
Office Expenses$6,007$1,391-$7,398
Advertising$6,640--$6,640
Travel$6,499--$6,499
Occupancy$759$4,376-$5,135
Fees for Services Accounting-$5,025-$5,025
Conferences and Meetings$4,555--$4,555
Insurance-$2,788-$2,788
Depreciation Depletion$347--$347
Total Functional Expenses$160,277$27,498$0$187,775
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
No
Backup withholding compliance
Yes
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 11

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
8284332661
Address
300 ENOLA RD, MORGANTON, NC 28655

Signing Officer

Name
Jim Richardson
Title
Board Chairman
Phone
8284332661
Signed
2016-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Richardson
Formed
2011
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Smith Miller & Buff CPA Pa
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Sheri D Watts CPA
Phone
8284378060
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Legal & professional fees : program service expenses 1,100. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,100. Subcontractors & interns : program service expenses 27,217. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,217.

Form 990, Part IX, Line 24E

Postage : program service expenses 7,549. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,549. Other program services : program service expenses 6,509. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,509. Supplies : program service expenses 5,545. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,545. Job materials : program service expenses 4,871. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,871. Miscellaneous : program service expenses 4,776. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,776. Dues & suscriptions : program service expenses 0. Management and general expenses 2,109. Fundraising expenses 0. Total expenses 2,109. Taxes and licenses : program service expenses 1,383. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,383. Meals and entertainment : program service expenses 1,100. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,100.

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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0301290
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0387185
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0544479
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt042106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0192058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0223429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0457593
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0256
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0416622
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0454047
IRS990ScheduleA/SubstantialContributorsTotAmt03546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0192058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0223429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0457593
IRS990ScheduleA/TotalSupportAmt0457849
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/EquipmentGrp/BookValueAmt03511
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0347
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03858
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03511
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/ExplanationTxt2LEGAL & PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 1,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,100. SUBCONTRACTORS & INTERNS : PROGRAM SERVICE EXPENSES 27,217. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,217.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POSTAGE : PROGRAM SERVICE EXPENSES 7,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,549. OTHER PROGRAM SERVICES : PROGRAM SERVICE EXPENSES 6,509. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,509. SUPPLIES : PROGRAM SERVICE EXPENSES 5,545. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,545. JOB MATERIALS : PROGRAM SERVICE EXPENSES 4,871. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,871. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 4,776. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,776. DUES & SUSCRIPTIONS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,109. TAXES AND LICENSES : PROGRAM SERVICE EXPENSES 1,383. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,383. MEALS AND ENTERTAINMENT : PROGRAM SERVICE EXPENSES 1,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0387185
IRS990/TotalAssetsEOYAmt0544479
IRS990/TotalAssetsGrp/BOYAmt0387185
IRS990/TotalAssetsGrp/EOYAmt0544479
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042106
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027498
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160277
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0387185
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0544479
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0160277
IRS990/TotalProgramServiceRevenueAmt0301290
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01673
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0301290
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0345069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0387185
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544479
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt06499
IRS990/TravelGrp/TotalAmt06499
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 ENOLA RD
IRS990/USAddress/CityNm0MORGANTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028655
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0ASSURETHEFUTURE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08284332661
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSURE THE FUTURE INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0461540059
ReturnHeader/Filer/PhoneNum08284332661
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 ENOLA RD
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028655
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561394468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MILLER & BUFF CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286801489
ReturnHeader/PreparerPersonGrp/PhoneNum08284378060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERI D WATTS CPA
ReturnHeader/ReturnTs02016-08-15T13:40:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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