Civic Intelligence

Asesores Financieros Comunitarios Inc.

990 • Fiscal year 2016 • EIN 66-0701458

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 23, 2017

Organization Profilewww.asesoresfinancierospr.com
PO Box 192726San Juan, PR 00919

(787) 728-8500

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

68th percentile

$55,204

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

92nd percentile

68%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

28%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$394,348

Up $159,118 (+68%) from 2015

Net Assets

Up

$375,767

Up $153,488 (+69%) from 2015

Liabilities

Up

$18,581

Up $5,630 (+43%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin82nd percentile

Revenue

Up

$625,936

Up $135,433 (+28%) from 2015

Expenses

Up

$472,445

Up $51,736 (+12%) from 2015

Net Income

Up

$153,491

Up $83,697 (+120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$600K$400K$200K$0Assets 2011: $59,668Liabilities 2011: $4,8182011Assets 2012: $65,547Liabilities 2012: $3,651Net Assets 2012: $61,8962012Assets 2013: $192,437Liabilities 2013: $3,151Net Assets 2013: $189,2862013Assets 2014: $151,126Liabilities 2014: $2,3902014Assets 2015: $235,230Liabilities 2015: $12,951Net Assets 2015: $222,2792015Assets 2016: $394,348Liabilities 2016: $18,581Net Assets 2016: $375,7672016Assets 2017: $383,985Liabilities 2017: $29,286Net Assets 2017: $354,6992017Assets 2018: $300,101Liabilities 2018: $17,645Net Assets 2018: $282,4562018Assets 2019: $341,062Liabilities 2019: $35,295Net Assets 2019: $305,7672019Assets 2020: $346,732Liabilities 2020: $96,296Net Assets 2020: $250,4362020Assets 2021: $434,065Liabilities 2021: $93,303Net Assets 2021: $340,7622021Assets 2022: $385,116Liabilities 2022: $94,778Net Assets 2022: $290,3382022Assets 2023: $232,725Liabilities 2023: $91,934Net Assets 2023: $140,7912023Assets 2024: $288,774Liabilities 2024: $110,508Net Assets 2024: $178,2662024

Highlighted filing

2016

Assets$394,348
Liabilities$18,581
Net Assets$375,767
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $165,154Expenses 2011: $147,985Net Income 2011: $17,1692011Revenue 2012: $174,372Expenses 2012: $167,320Net Income 2012: $7,0522012Revenue 2013: $393,536Expenses 2013: $266,146Net Income 2013: $127,3902013Revenue 2014: $175,712Expenses 2014: $215,316Net Income 2014: -$39,6042014Revenue 2015: $490,503Expenses 2015: $420,709Net Income 2015: $69,7942015Revenue 2016: $625,936Expenses 2016: $472,445Net Income 2016: $153,4912016Revenue 2017: $496,104Expenses 2017: $517,172Net Income 2017: -$21,0682017Revenue 2018: $341,410Expenses 2018: $414,354Net Income 2018: -$72,9442018Revenue 2019: $444,826Expenses 2019: $429,556Net Income 2019: $15,2702019Revenue 2020: $359,186Expenses 2020: $427,614Net Income 2020: -$68,4282020Revenue 2021: $546,843Expenses 2021: $495,017Net Income 2021: $51,8262021Revenue 2022: $322,607Expenses 2022: $420,929Net Income 2022: -$98,3222022Revenue 2023: $275,461Expenses 2023: $425,008Net Income 2023: -$149,5472023Revenue 2024: $573,823Expenses 2024: $536,348Net Income 2024: $37,4752024

Highlighted filing

2016

Revenue$625,936
Expenses$472,445
Net Income$153,491
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 23, 2017
Return Version
2015v3.0
Gross Receipts
$631,084
Mission and Program Overview

Mission

Provide services and solutions that contribute to the sound administra tion and sustainability of non profit organizations

Most significant activity provided training & technical assistance to nonprofit organizations in areasas organizational structure, accounting and administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$213,110$348,487▲ $135,377
Accounts Receivable$18,934$44,268▲ $25,334
Land, Buildings, and Equipment, Net$3,186$1,593▼ $1,593
Total Assets$235,230$394,348▲ $159,118
Liabilities
Other Liabilities$12,564$15,190▲ $2,626
Accounts Payable and Accrued Expenses$387$3,391▲ $3,004
Total Liabilities$12,951$18,581▲ $5,630
Net Assets / Fund Balance
Unrestricted Net Assets$141,989$375,767▲ $233,778
Temporarily Rstr Net Assets$80,290--
Total Net Assets Fund Balance$222,279$375,767▲ $153,488
Total Liabilities and Net Assets / Fund Balance$235,230$394,348▲ $159,118

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,593$3,186-
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sonia CarrasquEx. DirectorFT$55,204$55,204

Board Members and Trustees

NameTitle
Nilda OlmedaPresident
Jose TeruelVice-president
Ana Matilde BoDirector
Humberto LaboyDirector
Jorge MejiasDirector
Jorge OrtaDirector
Lizzie PerezDirector
Lourdes SobrinDirector
Ma Lourdes LarDirector
Rafael Del ValDirector
Rosana LopezDirector
Socorro RivasDirector
Claudia MottaSecretary
Agnes SuarezSub-secretary
Miriam B QuintSub-treasurer
Orlando VazqueTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$383,383
Program Service Revenue
$163,904
Investment Income
$350
Other Revenue
$78,299
All Other Contributions
$370,643
Change in Net Assets
$153,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$625,935
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$5,148
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$631,083
Total Revenue per Form 990
$625,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,671
Salaries, Compensation, and Employee Benefits$194,774
Total Fundraising Expense$38,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$135,922$17,569$23,680$177,171
Other Salaries and Wages$96,695$18,836-$115,531
Current Officers, Directors, Trustees, and Key Employees$44,163$5,520$5,520$55,203
Fees for Services Other$43,841--$43,841
Payroll Taxes$13,247$2,250$457$15,954
Advertising-$1,605$8,865$10,470
Other Employee Benefits-$8,086-$8,086
Fees for Services Accounting-$6,964-$6,964
Office Expenses-$2,246-$2,246
Insurance-$1,888-$1,888
Depreciation Depletion$1,593--$1,593
Other Expenses---$1,245
Travel$469--$469
Total Functional Expenses$357,587$76,336$38,522$472,445

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$477,595
Expenses per Audited Statements$472,447
Total Expenses per Form 990$472,445
Expenses Not Reported on Form 990$5,148
Expenses Not Reported on Financial Statements$-2
Other Expense Adjustments$-2
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,447
Fundraising Direct Expenses$5,148
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mosaico$83,447$83,447$4,841$78,606
Total Events$83,447$83,447$5,148$78,299
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes$15,190
Governance and Compliance

Governance Checklist

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

Governance Explanations

PAGE 6, PART VI, SECTION B - LINE 11B

“The forms 990 is presented to the board of directors via email, for a 1 week period for the members' comments and approval.”

PAGE 6, PART VI, SECTION B - LINE 12C

“Its discussed during the board of directors meeting and all the members of the board are required to disclose any con- flict of interest that could arise under any circumstance.”

PAGE 6, PART VI, SECTION B - LINE 15B

“The process includes the review & approval by the bod or com pensation committee; use of data to comparable compensation & contemporaneous documentation & recordkeeping.”

Page 6, Part VI, Section B - Line 18

“It is available to the public in the web page of the organi- zation, an we use it in our courses as part of the materials for discussion.”

Page 6, Part VI, Section B - Line 19

“Governing documents, conflict of interes policy, financial statements & tax returns were used as part of the materials in some of the courses as example for the participants.”

Filing and Contact Details

Filer

Filer Name
Asesores Financieros Comunitar
EIN
66-0701458
Phone
7877288500
Address
PO BOX 192726, SAN JUAN, PR 00919

Signing Officer

Name
Sonia Carrasquillo
Title
Sonia Carrasquillo
Signed
2017-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonia Carrasquillo
Formed
2007
Legal Domicile
Pr
Voting Board Members
16
Independent Board Members
16
Employees
6
Volunteers
40

Preparer

Firm
Uhy Del Valle & Nieves Psc
Address
PO BOX 361863, SAN JUAN, PR 00936-1863
Preparer
Nilmary Flores
Phone
7877934650
Supplemental Narrative

Additional Explanations

Page 12, Part XI - Line 9

“Immaterial rounding differences of $3.00.”

Financial Statement Notes

Part XI, Line 2D - Direct Fundraising Expenses Net From

“Revenues. Part xi, line 4b - rounding difference”

Part XII, Line 2D - Direct Fundraising Expenses Net From

“Revenues. Part xii, line 4b - rounding difference `”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5SUB-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX. DIRECTOR
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IRS990/FormationYr02007
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EMPOWERING PUERTO RICO COMMUNITY BASED NON-PROFITS ORGANIZATIONS TO ACHIEVE A HEALTHY MANAGEMENT ADMINISTRATION,PROVIDING TRAINNING & CON- SULTING SERVICES THROUGH OUR TEAM OF VOLUNTEERS, CPA & PROFESSIO
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0457
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IRS990/PayrollTaxesGrp/ProgramServicesAmt013247
IRS990/PayrollTaxesGrp/TotalAmt015954
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SONIA CARRASQUILLO
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086978
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONSULTING PROGRAM - THE CONSULTING COMPONENT OF THE SERVICE MODEL IS
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IRS990/PYContributionsGrantsAmt0287570
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0246
IRS990/PYOtherExpensesAmt0218897
IRS990/PYOtherRevenueAmt011060
IRS990/PYProgramServiceRevenueAmt0191627
IRS990/PYRevenuesLessExpensesAmt069794
IRS990/PYSalariesCompEmpBnftPaidAmt0201812
IRS990/PYTotalExpensesAmt0420709
IRS990/PYTotalRevenueAmt0490503
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0153491
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0287570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0147835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0308627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0106680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0111690
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0727
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0454195
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/TotalSupportAmt0963129
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01593
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03186
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt04779
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-2
IRS990ScheduleD/ExpensesSubtotalAmt0472447
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherExpensesIncludedAmt05148
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-2
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015190
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherRevenueAmt05148
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01
IRS990ScheduleD/RevenueNotReportedAmt05148
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01
IRS990ScheduleD/RevenueSubtotalAmt0625935
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REVENUES. PART XI, LINE 4B - ROUNDING DIFFERENCE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REVENUES. PART XII, LINE 4B - ROUNDING DIFFERENCE `
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - DIRECT FUNDRAISING EXPENSES NET FROM
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - DIRECT FUNDRAISING EXPENSES NET FROM
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IRS990ScheduleD/TotalLiabilityAmt015190

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$394,348
Liabilities
$18,581
Net assets
$375,767
Revenue
$625,936
Expenses
$472,445
Net income
$153,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$1.11$1.78$5.74$5.36$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.92$1.41$2.75$4.25$1.50
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.95$2.90$3.23$4.21$0.98
2021Detailed filing. Detailed filing data is available for this year.$4.34$0.93$3.41$5.47$4.95$0.52
2020Summary only. Only limited summary data is available for this year.$3.47$0.96$2.50$3.59$4.28$0.68
2019Summary only. Only limited summary data is available for this year.$3.41$0.35$3.06$4.45$4.30$0.15
2018Summary only. Only limited summary data is available for this year.$3.00$0.18$2.82$3.41$4.14$0.73
2017Summary only. Only limited summary data is available for this year.$3.84$0.29$3.55$4.96$5.17$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.19$3.76$6.26$4.72$1.53
2015Summary only. Only limited summary data is available for this year.$2.35$0.13$2.22$4.91$4.21$0.70
2014Summary only. Only limited summary data is available for this year.$1.51$0.02$1.76$2.15$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.03$1.89$3.94$2.66$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.04$0.62$1.74$1.67$0.07
2011Summary only. Only limited summary data is available for this year.$0.60$0.05$1.65$1.48$0.17