Civic Intelligence

The Assembly Inc

990 • Fiscal year 2024 • EIN 90-0783587

Apr 01, 2023 to Mar 31, 2024 • Filed on Aug 01, 2024

777 Main St 550Fort Worth, TX 76102

(817) 334-0066

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

11th percentile

-27%

Faster asset growth than 11% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

9.7%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$181,155

Flat from 2024

Net Assets

Flat

$181,155

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Flat

$251,800

Flat from 2024

Expenses

Flat

$316,529

Flat from 2024

Net Income

Flat

-$64,729

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $63,357Liabilities 2015: $0Net Assets 2015: $63,3572015Assets 2016: $19,821Liabilities 2016: $0Net Assets 2016: $19,8212016Assets 2017: $17,094Liabilities 2017: $0Net Assets 2017: $17,0942017Assets 2018: $20,258Liabilities 2018: $0Net Assets 2018: $20,2582018Assets 2019: $38,462Liabilities 2019: $0Net Assets 2019: $38,4622019Assets 2020: $47,605Liabilities 2020: $0Net Assets 2020: $47,6052020Assets 2021: $251,700Liabilities 2021: $0Net Assets 2021: $251,7002021Assets 2022: $34,906Liabilities 2022: $0Net Assets 2022: $34,9062022Assets 2023: $249,725Liabilities 2023: $3,841Net Assets 2023: $245,8842023Assets 2024: $181,155Liabilities 2024: $0Net Assets 2024: $181,1552024Assets 2024: $181,155Liabilities 2024: $0Net Assets 2024: $181,1552024Assets 2025: $195,947Liabilities 2025: $0Net Assets 2025: $195,9472025

Highlighted filing

2024

Assets$181,155
Liabilities$0
Net Assets$181,155

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2015: $201,050Expenses 2015: $186,577Net Income 2015: $14,4732015Revenue 2016: $217,472Expenses 2016: $261,008Net Income 2016: -$43,5362016Revenue 2017: $210,975Expenses 2017: $213,702Net Income 2017: -$2,7272017Revenue 2018: $213,925Expenses 2018: $208,961Net Income 2018: $4,9642018Revenue 2019: $245,145Expenses 2019: $226,941Net Income 2019: $18,2042019Revenue 2020: $242,100Expenses 2020: $232,957Net Income 2020: $9,1432020Revenue 2021: $227,335Expenses 2021: $23,240Net Income 2021: $204,0952021Revenue 2022: $70,700Expenses 2022: $287,494Net Income 2022: -$216,7942022Revenue 2023: $229,520Expenses 2023: $18,542Net Income 2023: $210,9782023Revenue 2024: $251,800Expenses 2024: $316,529Net Income 2024: -$64,7292024Revenue 2024: $251,800Expenses 2024: $316,529Net Income 2024: -$64,7292024Revenue 2025: $298,200Expenses 2025: $283,408Net Income 2025: $14,7922025

Highlighted filing

2024

Revenue$251,800
Expenses$316,529
Net Income-$64,729
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Aug 1, 2024
Return Version
2023v5.1
Gross Receipts
$251,800
Mission and Program Overview

Mission

The organization is a women's club founded to promote social pleasure and it's focus is an annual debutante ball held on a selected saturday evening each november. The ball itself and all of the meetings related to producing the ball allow members to socialize.

The Assembly's primary purpose is to promote social pleasure, and its focus is an annual debutante ball.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$245,884$181,155▼ $64,729
Cash and Non-Interest-Bearing Accounts$233,549$171,155▼ $62,394
Prepaid Expenses and Deferred Charges$16,176$10,000▼ $6,176
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$249,725$181,155▼ $68,570
Liabilities
Accounts Payable and Accrued Expenses$3,841$0▼ $3,841
Total Liabilities$3,841$0▼ $3,841
Net Assets / Fund Balance
Total Net Assets Fund Balance$245,884$181,155▼ $64,729
Total Liabilities and Net Assets / Fund Balance$249,725$181,155▼ $68,570
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly Ann EwinPresident/Board Member
Anne BassBoard Member
Anne WrightBoard Member
Margaret PennBoard Member
Rebecca HillardBoard Member
Ann HouseSecretary/Board Member
Anne SelfTreasurer/Board Member
Carla ThompsonV-Pres/Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$230,350
Program Service Revenue
$21,450
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-64,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$316,529
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
All Other Expenses$63,876--$63,876
Other Expenses$20,314--$20,314
Fees for Services Accounting$1,500--$1,500
Total Functional Expenses$316,529$0$0$316,529
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 6

This organization is organized as a corporation, with the majority of members classified as voting/active members (currently 377). There are also 15 non-resident members who live outside the 761xx zip code and associate members (currently 40 women) who are former debutantes or daughters of members waiting to be voted in as active members. All of these members pay dues and may attend the ball, but only active members have voting privileges.

Form 990, Part VI, Section A, line 7A

The voting/active members have the power to elect officers to the governing body.

Form 990, Part VI, Section A, line 7B

All voting/active members vote on the following decisions: officers, new members, and any change in the by-laws.

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

The organization emailed this Form 990 to all the members of the governing board prior to the filing deadline. The board members were told to direct their comments to the tax return preparer.

Form 990, Part VI, Section C, line 19

No requests were made by the public to reivew any of the organization's documents during the 2023 fiscal year.

Filing and Contact Details

Filer

Filer Name
The Assembly Inc
EIN
90-0783587
Phone
8173340066
Address
777 Main St 550, Fort Worth, TX 76102

Signing Officer

Name
Kelly Ann Ewin
Title
President
Phone
8173340066
Signed
2024-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Ann Ewin
Formed
1997
Legal Domicile
TX
Voting Board Members
377
Independent Board Members
377
Employees
0
Volunteers
0

Preparer

Firm
The Blum Firm PC
Address
777 Main St Suite 550, Fort Worth, TX 76102
Preparer
Catherine R Moon
Phone
8173340066
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Music (Ball Band): Program service expenses 20,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,000. Lighting: Program service expenses 8,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,000. Insurance: Program service expenses 5,991. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,991. Meetings: Program service expenses 4,681. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,681. Invitations / Stationery: Program service expenses 3,444. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,444. Printing: Program service expenses 3,049. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,049. Yearbook: Program service expenses 2,545. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,545. Deb Gifts: Program service expenses 2,011. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,011. Programs: Program service expenses 1,923. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,923. Portraits: Program service expenses 1,894. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,894. Miscellaneous Ball expenses: Program service expenses 1,737. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,737. Video: Program service expenses 1,662. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,662. Photography: Program service expenses 1,353. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,353. Postage: Program service expenses 1,305. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,305. Albums: Program service expenses 1,114. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,114. Calligraphy: Program service expenses 990. Management and general expenses 0. Fundraising expenses 0. Total expenses 990. Deb Expenses: Program service expenses 854. Management and general expenses 0. Fundraising expenses 0. Total expenses 854. Past Presidents Meeting: Program service expenses 508. Management and general expenses 0. Fundraising expenses 0. Total expenses 508. Bowmaster: Program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Seamstress: Program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Miscellaneous supplies: Program service expenses 215. Management and general expenses 0. Fundraising expenses 0. Total expenses 215.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This organization is organized as a corporation, with the majority of members classified as voting/active members (currently 377). There are also 15 non-resident members who live outside the 761xx zip code and associate members (currently 40 women) who are former debutantes or daughters of members waiting to be voted in as active members. All of these members pay dues and may attend the ball, but only active members have voting privileges.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The voting/active members have the power to elect officers to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All voting/active members vote on the following decisions: officers, new members, and any change in the by-laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization emailed this Form 990 to all the members of the governing board prior to the filing deadline. The board members were told to direct their comments to the tax return preparer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No requests were made by the public to reivew any of the organization's documents during the 2023 fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Music (Ball Band): Program service expenses 20,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,000. Lighting: Program service expenses 8,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,000. Insurance: Program service expenses 5,991. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,991. Meetings: Program service expenses 4,681. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,681. Invitations / Stationery: Program service expenses 3,444. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,444. Printing: Program service expenses 3,049. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,049. Yearbook: Program service expenses 2,545. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,545. Deb Gifts: Program service expenses 2,011. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,011. Programs: Program service expenses 1,923. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,923. Portraits: Program service expenses 1,894. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,894. Miscellaneous Ball expenses: Program service expenses 1,737. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,737. Video: Program service expenses 1,662. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,662. Photography: Program service expenses 1,353. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,353. Postage: Program service expenses 1,305. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,305. Albums: Program service expenses 1,114. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,114. Calligraphy: Program service expenses 990. Management and general expenses 0. Fundraising expenses 0. Total expenses 990. Deb Expenses: Program service expenses 854. Management and general expenses 0. Fundraising expenses 0. Total expenses 854. Past Presidents Meeting: Program service expenses 508. Management and general expenses 0. Fundraising expenses 0. Total expenses 508. Bowmaster: Program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Seamstress: Program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Miscellaneous supplies: Program service expenses 215. Management and general expenses 0. Fundraising expenses 0. Total expenses 215.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0249725
IRS990/TotalAssetsEOYAmt0181155
IRS990/TotalAssetsGrp/BOYAmt0249725
IRS990/TotalAssetsGrp/EOYAmt0181155
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0230350
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0316529
IRS990/TotalFunctionalExpensesGrp/TotalAmt0316529
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03841
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03841
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0245884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0181155
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0316529
IRS990/TotalProgramServiceRevenueAmt021450
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0251800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0249725
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0181155
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01816 Westover Square
IRS990/USAddress/CityNm0Fort Worth
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076107
IRS990/VotingMembersGoverningBodyCnt0377
IRS990/VotingMembersIndependentCnt0377
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Ann Ewin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08173340066
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Assembly Inc
ReturnHeader/Filer/BusinessNameControlTxt0ASSE
ReturnHeader/Filer/EIN0900783587
ReturnHeader/Filer/PhoneNum08173340066
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 Main St 550
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751765077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Blum Firm PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 Main St Suite 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08173340066
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine R Moon
ReturnHeader/ReturnTs02024-08-01T14:50:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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