Civic Intelligence

Assurance Home Foundation Inc.

990 • Fiscal year 2018 • EIN 85-0329182

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

PO Box 1836Roswell, NM 88202-1836

(575) 622-8500

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.55x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,925,495

Up $17,431 (+0.4%) from 2017

Net Assets

Down

$3,839,034

Down $61,530 (-1.6%) from 2017

Liabilities

Up

$86,461

Up $78,961 (+1053%) from 2017

Revenue

Down

$155,964

Down $137,398 (-47%) from 2017

Expenses

Down

$222,930

Down $210 (-0.1%) from 2017

Net Income

Down

-$66,966

Down $137,188 (-195%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,595,145Liabilities 2010: $0Net Assets 2010: $1,595,1452010Assets 2011: $1,610,394Liabilities 2011: $0Net Assets 2011: $1,610,3942011Assets 2012: $1,486,089Liabilities 2012: $0Net Assets 2012: $1,486,0892012Assets 2013: $1,448,572Liabilities 2013: $0Net Assets 2013: $1,448,5722013Assets 2014: $1,489,345Liabilities 2014: $0Net Assets 2014: $1,489,3452014Assets 2015: $1,581,059Liabilities 2015: $0Net Assets 2015: $1,581,0592015Assets 2016: $1,422,794Liabilities 2016: $0Net Assets 2016: $1,422,7942016Assets 2017: $3,908,064Liabilities 2017: $7,500Net Assets 2017: $3,900,5642017Assets 2018: $3,925,495Liabilities 2018: $86,461Net Assets 2018: $3,839,0342018Assets 2019: $3,821,333Liabilities 2019: $0Net Assets 2019: $3,821,3332019Assets 2020: $5,114,576Liabilities 2020: $0Net Assets 2020: $5,114,5762020Assets 2021: $5,668,414Liabilities 2021: $11,500Net Assets 2021: $5,656,9142021Assets 2022: $5,268,927Liabilities 2022: $0Net Assets 2022: $5,268,9272022Assets 2023: $5,585,308Liabilities 2023: $0Net Assets 2023: $5,585,3082023Assets 2024: $5,770,528Liabilities 2024: $0Net Assets 2024: $5,770,5282024Assets 2025: $7,034,128Liabilities 2025: $0Net Assets 2025: $7,034,1282025

Highlighted filing

2018

Assets$3,925,495
Liabilities$86,461
Net Assets$3,839,034

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $101,8202010Expenses 2011: $183,5102011Revenue 2012: $62,705Expenses 2012: $199,806Net Income 2012: -$137,1012012Expenses 2013: $207,6982013Revenue 2014: $149,926Expenses 2014: $230,764Net Income 2014: -$80,8382014Revenue 2015: $379,155Expenses 2015: $228,991Net Income 2015: $150,1642015Revenue 2016: $173,573Expenses 2016: $230,646Net Income 2016: -$57,0732016Revenue 2017: $293,362Expenses 2017: $223,140Net Income 2017: $70,2222017Revenue 2018: $155,964Expenses 2018: $222,930Net Income 2018: -$66,9662018Revenue 2019: $182,756Expenses 2019: $276,111Net Income 2019: -$93,3552019Revenue 2020: $1,645,042Expenses 2020: $295,526Net Income 2020: $1,349,5162020Revenue 2021: $320,585Expenses 2021: $234,599Net Income 2021: $85,9862021Revenue 2022: $242,499Expenses 2022: $125,568Net Income 2022: $116,9312022Revenue 2023: $297,842Expenses 2023: $79,432Net Income 2023: $218,4102023Revenue 2024: $311,153Expenses 2024: $72,837Net Income 2024: $238,3162024Revenue 2025: $1,360,276Expenses 2025: $78,494Net Income 2025: $1,281,7822025

Highlighted filing

2018

Revenue$155,964
Expenses$222,930
Net Income-$66,966
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$571,773
Mission and Program Overview

Mission

To provide facilities for the assurance home, an exempt public charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,550,000$2,550,000→ $0
Investments in Publicly Traded Securities$1,025,364$1,040,298▲ $14,934
Land, Buildings, and Equipment, Net$123,934$124,069▲ $135
Intangible Assets$122,669$121,117▼ $1,552
Cash and Non-Interest-Bearing Accounts$86,097$90,011▲ $3,914
Total Assets$3,908,064$3,925,495▲ $17,431
Liabilities
Other Liabilities-$86,461-
Accounts Payable and Accrued Expenses$7,500--
Total Liabilities$7,500$86,461▲ $78,961
Net Assets / Fund Balance
Unrestricted Net Assets$3,341,272$3,279,742▼ $61,530
Permanently Rstr Net Assets$472,484$472,484→ $0
Temporarily Rstr Net Assets$86,808$86,808→ $0
Total Net Assets Fund Balance$3,900,564$3,839,034▼ $61,530
Total Liabilities and Net Assets / Fund Balance$3,908,064$3,925,495▲ $17,431

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$21,206$315,110$336,316
Buildings$10,960$281,517$292,477
Land$91,903-$91,903
Other Securities$2,550,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian StokesPresident/di
Beth L HightowerDirector
Jayne SpencerDirector
Kay Cargill JenkinsDirector
Mike MarleyDirector
Ron MaloneDirector
Sarah J MyersTreasurer/di
Barbara HannifinVice Pres/di
Revenue and Support

Revenue Composition

Contributions and Grants
$344
Program Service Revenue
$42,000
Investment Income
$110,295
Other Revenue
$3,325
All Other Contributions
$344
Change in Net Assets
$-66,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,930
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$20,656--$20,656
Occupancy$13,686--$13,686
Fees for Service Investment Mgmnt Fees-$10,545-$10,545
Fees for Services Accounting-$1,118-$1,118
All Other Expenses-$133-$133
Other Expenses$3,000$118-$118
Total Functional Expenses$211,016$11,914$0$222,930
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
Deferred Insurance Proceeds$86,461
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

Form 990 is reviewed and signed by the president and made available to all members of the governing body.

Form 990, Page 6, Part VI, Line 18

These documents are available to the public upon request.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Assurance Home Foundation Inc
EIN
85-0329182
Address
PO BOX 1836, ROSWELL, NM 88202-1836

Signing Officer

Name
Brian Stokes
Title
President/director
Phone
5056228500
Signed
2019-05-15

Organization Details

Principal Officer
Brian Stokes
Formed
1982
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Ritter & Company LLC
Address
PO BOX 1836, ROSWELL, NM 88202-1836
Preparer
Karen Rogers Melton
Phone
5756228500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Book / tax depreciation difference 16,201 book/tax diff capital gains -4,693 total 11,508

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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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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt038416
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0172600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ASSURANCE HOME INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ASSURANCE HOME INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0172600
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010960
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0281517
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0292477
IRS990ScheduleD/LandGrp/BookValueAmt091903
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt091903
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021206
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0315110
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0336316
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt086461
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INSURANCE PROCEEDS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02550000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CATTLE BARON STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0124069
IRS990ScheduleD/TotalBookValueSecuritiesAmt02550000
IRS990ScheduleD/TotalLiabilityAmt086461
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND SIGNED BY THE PRESIDENT AND MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE 16,201 BOOK/TAX DIFF CAPITAL GAINS -4,693 TOTAL 11,508
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ASSURANCE HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012D
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 E 18TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROSWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd088201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt086808
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03908064
IRS990/TotalAssetsEOYAmt03925495
IRS990/TotalAssetsGrp/BOYAmt03908064
IRS990/TotalAssetsGrp/EOYAmt03925495
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0344
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011914
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0211016
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222930
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07500
IRS990/TotalLiabilitiesEOYAmt086461
IRS990/TotalLiabilitiesGrp/BOYAmt07500
IRS990/TotalLiabilitiesGrp/EOYAmt086461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03900564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03839034
IRS990/TotalProgramServiceExpensesAmt0211016
IRS990/TotalProgramServiceRevenueAmt042000
IRS990/TotalRevenueGrp/ExclusionAmt0113620
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155964
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03908064
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03925495
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03341272
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03279742
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 BERRENDO MEADOWS CIRCLE
IRS990/USAddress/CityNm0ROSWELL
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd088201
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN STOKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05056228500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSURANCE HOME FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0850329182
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1836
ReturnHeader/Filer/USAddress/CityNm0ROSWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0882021836
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CA194CBC5E2A2BBF6CDC2BB91C36F06C0C9087E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:06:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272067951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSWELL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.00$7.03$1.36$0.08$1.28
2024Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.31$0.07$0.24
2023Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.30$0.08$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.24$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.01$5.66$0.32$0.23$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$1.65$0.30$1.35
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.18$0.28$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.93$0.09$3.84$0.16$0.22$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.91$0.01$3.90$0.29$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.17$0.23$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.38$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.15$0.23$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.21
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.06$0.20$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.10