Civic Intelligence

Assure the Future

990 • Fiscal year 2016 • EIN 46-1540059

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 09, 2017

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

23rd percentile

0.00x

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

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.00x

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

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Net Margin

97th percentile

70%

Higher net margin than 97% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • NTEE E • $500k-$1M nonprofits • Source year 2016

Asset Growth

88th percentile

46%

Faster asset growth than 88% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$792,620

Up $248,141 (+46%) from 2015

Net Assets

Up

$792,620

Up $248,141 (+46%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$352,267

Up $7,198 (+2.1%) from 2015

Expenses

Down

$104,125

Down $83,650 (-45%) from 2015

Net Income

Up

$248,142

Up $90,848 (+58%) from 2015

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

2016

Assets$792,620
Liabilities$0
Net Assets$792,620

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

2016

Revenue$352,267
Expenses$104,125
Net Income$248,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 9, 2017
Return Version
2016v3.0
Gross Receipts
$356,944
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$544,479$792,620▲ $248,141
Cash and Non-Interest-Bearing Accounts$540,968$782,171▲ $241,203
Land, Buildings, and Equipment, Net$3,511$10,449▲ $6,938
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$544,479$792,620▲ $248,141
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$544,479$792,620▲ $248,141
Total Liabilities and Net Assets / Fund Balance$544,479$792,620▲ $248,141

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,449$1,504-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim RichardsonBoard Chairman
Beth WalkerBoard Member
Carl StewartBoard Member
Carroll FranklinBoard Member
Devonna IjamesBoard Member
Kathy JohnsonBoard Member
Kristi ByersBoard Member
Steve PurcellBoard Member
Sarah SextonExecutive Director
Waits GordonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,860
Program Service Revenue
$144,350
Investment Income
$68
Other Revenue
$4,989
All Other Contributions
$195,430
Change in Net Assets
$248,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,125
Total Fundraising Expense$100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$13,532$3,071$100$16,703
Travel$10,582$50-$10,632
Other Expenses$8,177--$8,177
Advertising$7,933--$7,933
Fees for Services Other$6,295--$6,295
Fees for Services Accounting-$4,695-$4,695
Office Expenses$3,232--$3,232
Insurance-$2,818-$2,818
Information Technology-$1,729-$1,729
Depreciation Depletion-$1,157-$1,157
Conferences and Meetings$620--$620
Occupancy-$609-$609
Total Functional Expenses$89,896$14,129$100$104,125
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,677
Fundraising Gross Income$4,321
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 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
8284332661
Address
300 ENOLA RD, MORGANTON, NC 28655

Signing Officer

Name
Jim Richardson
Title
Board Chairman
Phone
8284332661
Signed
2017-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Richardson
Formed
2011
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
30

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 24E

Supplies : program service expenses 4,121. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,121. Volunteer/staff appreciation : program service expenses 3,694. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,694. Meals and entertainment : program service expenses 3,277. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,277. Taxes and licenses : program service expenses 1,278. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,278. Bank charges : program service expenses 0. Management and general expenses 1,273. Fundraising expenses 0. Total expenses 1,273. Books and other publications : program service expenses 1,162. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,162. Shipping : program service expenses 0. Management and general expenses 997. Fundraising expenses 0. Total expenses 997. Copy and printing : program service expenses 0. Management and general expenses 800. Fundraising expenses 0. Total expenses 800. Copy and printing : program service expenses 0. Management and general expenses 0. Fundraising expenses 100. Total expenses 100.

FORM 990, PART XI, LINE 9:

ROUNDING -1.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0192058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0223429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0660453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0324
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0560972
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78180
IRS990ScheduleA/PublicSupportTotal170Amt0516603
IRS990ScheduleA/SubstantialContributorsTotAmt0143850
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0202860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0192058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0223429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0660453
IRS990ScheduleA/TotalSupportAmt0660777
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
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/BookValueAmt010449
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01504
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt011953
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010449
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/ExplanationTxt2SUPPLIES : PROGRAM SERVICE EXPENSES 4,121. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,121. VOLUNTEER/STAFF APPRECIATION : PROGRAM SERVICE EXPENSES 3,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,694. MEALS AND ENTERTAINMENT : PROGRAM SERVICE EXPENSES 3,277. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,277. TAXES AND LICENSES : PROGRAM SERVICE EXPENSES 1,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,278. BANK CHARGES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,273. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,273. BOOKS AND OTHER PUBLICATIONS : PROGRAM SERVICE EXPENSES 1,162. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,162. SHIPPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 997. COPY AND PRINTING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 800. COPY AND PRINTING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING -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 IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0544479
IRS990/TotalAssetsEOYAmt0792620
IRS990/TotalAssetsGrp/BOYAmt0544479
IRS990/TotalAssetsGrp/EOYAmt0792620
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0202860
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0100
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014129
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt089896
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104125
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0544479
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0792620
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt089896
IRS990/TotalProgramServiceRevenueAmt0144350
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144350
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0352267
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0544479
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0792620
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt050
IRS990/TravelGrp/ProgramServicesAmt010582
IRS990/TravelGrp/TotalAmt010632
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 ENOLA RD
IRS990/USAddress/CityNm0MORGANTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028655
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0ASSURETHEFUTURE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08284332661
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId078AC8082BB59CD0DCCED958BDBC6EC4B90C530F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0220B55FAFC2FF580F2BDA3E8A72A5B953E66055C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-08-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:23:08
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

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