Civic Intelligence

Assistments Foundation Inc.

990 • Fiscal year 2021 • EIN 83-4228740

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

Organization ProfileNEW.ASSISTMENTS.ORG

View Organization Page

482 Southbridge St 398Auburn, MA 01501

(508) 250-8763

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.47x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.31x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

69th percentile

26%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$201,370

Higher top officer pay than 91% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

95th percentile

122%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

140%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,524,381

Up $838,302 (+122%) from 2020

Net Assets

Up

$805,423

Up $588,983 (+272%) from 2020

Liabilities

Up

$718,958

Up $249,319 (+53%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin69th percentile

Revenue

Up

$2,295,461

Up $1,339,169 (+140%) from 2020

Expenses

Up

$1,706,478

Up $970,119 (+132%) from 2020

Net Income

Up

$588,983

Up $369,050 (+168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $68,894Liabilities 2019: $70,3882019Assets 2020: $686,079Liabilities 2020: $469,639Net Assets 2020: $216,4402020Assets 2021: $1,524,381Liabilities 2021: $718,958Net Assets 2021: $805,4232021Assets 2022: $1,118,633Liabilities 2022: $882,012Net Assets 2022: $236,6212022Assets 2023: $821,775Liabilities 2023: $611,431Net Assets 2023: $210,3442023Assets 2024: $698,386Liabilities 2024: $538,628Net Assets 2024: $159,7582024

Highlighted filing

2021

Assets$1,524,381
Liabilities$718,958
Net Assets$805,423
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $7,008Expenses 2019: $8,502Net Income 2019: -$1,4942019Revenue 2020: $956,292Expenses 2020: $736,359Net Income 2020: $219,9332020Revenue 2021: $2,295,461Expenses 2021: $1,706,478Net Income 2021: $588,9832021Revenue 2022: $2,251,473Expenses 2022: $2,820,275Net Income 2022: -$568,8022022Revenue 2023: $4,136,957Expenses 2023: $4,163,234Net Income 2023: -$26,2772023Revenue 2024: $4,441,064Expenses 2024: $4,491,650Net Income 2024: -$50,5862024

Highlighted filing

2021

Revenue$2,295,461
Expenses$1,706,478
Net Income$588,983
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.2
Gross Receipts
$2,295,461
Mission and Program Overview

Mission

To improve education through scientific research while not compromising student learning time.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$483,458$1,068,676▲ $585,218
Accounts Receivable$200,022$433,301▲ $233,279
Prepaid Expenses and Deferred Charges$2,599$19,056▲ $16,457
Intangible Assets$0$3,348▲ $3,348
Total Assets$686,079$1,524,381▲ $838,302
Liabilities
Deferred Revenue$342,248$526,285▲ $184,037
Accounts Payable and Accrued Expenses$32,959$98,241▲ $65,282
Other Liabilities$94,432$94,432→ $0
Total Liabilities$469,639$718,958▲ $249,319
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$216,440$805,423▲ $588,983
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$216,440$805,423▲ $588,983
Total Liabilities and Net Assets / Fund Balance$686,079$1,524,381▲ $838,302
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Thomas BoltonVP of ProductFT$201,370$201,370
Cristina HeffernanExecutive DirectorFT$130,000$130,000

Board Members and Trustees

NameTitle
Neil HeffernanPresident
Adam KalaiDirector
Bogdan M VernescuDirector
Brian MurphyDirector
Gerry ZangSecretary
Kevin QazilbashTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,281,734
Program Service Revenue
$13,600
Investment Income
$127
Other Revenue
$0
All Other Contributions
$1,567,411
Change in Net Assets
$588,983

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,295,461
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,295,461
Total Revenue per Form 990
$2,295,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,295,047
Grants and Similar Amounts Paid$219,743
Other Expenses$191,688
Total Fundraising Expense$33,305
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$811,160$118,520$24,032$953,712
Grants to Domestic Orgs$219,743--$219,743
Current Officers, Directors, Trustees, and Key Employees$110,565$16,159$3,276$130,000
Other Employee Benefits$101,890$14,910$3,007$119,807
Payroll Taxes$73,225$10,700$2,170$86,095
Fees for Services Accounting-$39,300-$39,300
Pension Plan Contributions$4,621$675$137$5,433
Fees for Services Other$1,877$3,374$33$5,284
Occupancy$2,929$465$68$3,462
Depreciation Depletion-$2,833-$2,833
Other Expenses$2,362$40$6$2,408
All Other Expenses$1,871$506-$2,377
Insurance$1,032$547$24$1,603
Travel$845--$845
Total Functional Expenses$1,441,479$231,694$33,305$1,706,478

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,706,478
Total Expenses per Audited Statements$1,706,478
Total Expenses per Form 990$1,706,478
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cignition IncSan Mateo, CA-Cignition, Inc Was Assisting the Foundation by Providing Services - This Grant Was to Account for the Expenses Associated With Those Services.$219,743
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$94,432
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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

Form 990, Part VI, Section A, Line 2

“Neil and cristina heffernan are married. Brian murphy is the brother-in-law to neil heffernan.”

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

“Tax return is reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 15

“A human resources consultant was used to help determine compensation.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Assistments Foundation Inc
EIN
83-4228740
Phone
5082508763
Address
482 SOUTHBRIDGE ST 398, AUBURN, MA 01501

Signing Officer

Name
Cristina Heffernan
Title
Executive Director
Phone
5082578763
Signed
2022-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cristina Heffernan
Formed
2019
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
4
Employees
11
Volunteers
0

Preparer

Firm
Robert C Alario CPA Pc
Address
75 NORTH MAIN STREET, LEOMINSTER, MA 01453
Preparer
Robert C Alario CPA
Phone
9785341999
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Board of directors review the audit”

Raw XML AppendixShowing 400 of 507 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.

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IRS990/PYRevenuesLessExpensesAmt0219933
IRS990/PYSalariesCompEmpBnftPaidAmt0663371
IRS990/PYTotalExpensesAmt0736359
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0956292
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0588983
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02281734
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042121659
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01455818
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WORCESTER POLYTECHNIC INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01455818
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01706478
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt094432
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02295461
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01706478
IRS990ScheduleD/TotalLiabilityAmt094432
IRS990ScheduleD/TotalRevenuePerForm990Amt02295461
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02295461
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01706478
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0219743
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CIGNITION, INC WAS ASSISTING THE FOUNDATION BY PROVIDING SERVICES - THIS GRANT WAS TO ACCOUNT FOR THE EXPENSES ASSOCIATED WITH THOSE SERVICES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CIGNITION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0471486520
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02955 CAMPUS DRIVE STE 110
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN MATEO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094403
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0201370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS BOLTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VP OF PRODUCT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0201370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BOARD APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEIL AND CRISTINA HEFFERNAN ARE MARRIED. BRIAN MURPHY IS THE BROTHER-IN-LAW TO NEIL HEFFERNAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A HUMAN RESOURCES CONSULTANT WAS USED TO HELP DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD OF DIRECTORS REVIEW THE AUDIT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WORCESTER POLYTECH INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042121659
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO FUND OPERATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 INSTITUTE ROAD

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,524,381
Liabilities
$718,958
Net assets
$805,423
Revenue
$2,295,461
Expenses
$1,706,478
Net income
$588,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.54$0.16$4.44$4.49$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.61$0.21$4.14$4.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.88$0.24$2.25$2.82$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.72$0.81$2.30$1.71$0.59
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.47$0.22$0.96$0.74$0.22
2019Summary only. Only limited summary data is available for this year.$0.07$0.07$0.01$0.01$0.00