Civic Intelligence

Assert Inc.

990 • Fiscal year 2021 • EIN 95-3167201

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

PO Box 2438Lancaster, CA 93539

(661) 729-2424

Siviq Scores

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

Liabilities / Assets

76th percentile

0.32x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

50th percentile

0.09x

Higher debt load relative to revenue than 50% of similar nonprofits.

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

Net Margin

45th percentile

9.9%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

29th percentile

1.0%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

70th percentile

36%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$471,437

Up $4,641 (+1.0%) from 2020

Net Assets

Up

$321,080

Up $159,917 (+99%) from 2020

Liabilities

Down

$150,357

Down $155,276 (-51%) from 2020

Revenue

Up

$1,636,894

Up $429,069 (+36%) from 2020

Expenses

Up

$1,475,653

Up $291,163 (+25%) from 2020

Net Income

Up

$161,241

Up $137,906 (+591%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200K-$400KAssets 2011: $186,979Liabilities 2011: $250,867Net Assets 2011: -$63,8882011Assets 2012: $174,270Liabilities 2012: $240,316Net Assets 2012: -$66,0462012Assets 2013: $160,415Liabilities 2013: $225,989Net Assets 2013: -$65,5742013Assets 2014: $145,719Liabilities 2014: $198,745Net Assets 2014: -$53,0262014Assets 2015: $113,173Liabilities 2015: $162,759Net Assets 2015: -$49,5862015Assets 2016: $116,791Liabilities 2016: $154,205Net Assets 2016: -$37,4142016Assets 2017: $206,843Liabilities 2017: $213,804Net Assets 2017: -$6,9612017Assets 2018: $182,224Liabilities 2018: -$211,792Net Assets 2018: $394,0162018Assets 2019: $302,502Liabilities 2019: $164,674Net Assets 2019: $137,8282019Assets 2020: $466,796Liabilities 2020: $305,633Net Assets 2020: $161,1632020Assets 2021: $471,437Liabilities 2021: $150,357Net Assets 2021: $321,0802021Assets 2022: $321,930Liabilities 2022: $81,321Net Assets 2022: $240,6092022

Highlighted filing

2021

Assets$471,437
Liabilities$150,357
Net Assets$321,080

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,406,709Expenses 2011: $1,408,379Net Income 2011: -$1,6702011Revenue 2012: $939,227Expenses 2012: $941,384Net Income 2012: -$2,1572012Revenue 2013: $963,590Expenses 2013: $963,118Net Income 2013: $4722013Revenue 2014: $1,008,382Expenses 2014: $995,834Net Income 2014: $12,5482014Revenue 2015: $959,988Expenses 2015: $956,548Net Income 2015: $3,4402015Revenue 2016: $983,023Expenses 2016: $970,851Net Income 2016: $12,1722016Revenue 2017: $1,165,670Expenses 2017: $1,135,217Net Income 2017: $30,4532017Revenue 2018: $1,176,706Expenses 2018: $1,199,312Net Income 2018: -$22,6062018Revenue 2019: $1,651,496Expenses 2019: $1,473,940Net Income 2019: $177,5562019Revenue 2020: $1,207,825Expenses 2020: $1,184,490Net Income 2020: $23,3352020Revenue 2021: $1,636,894Expenses 2021: $1,475,653Net Income 2021: $161,2412021Revenue 2022: $992,751Expenses 2022: $1,073,222Net Income 2022: -$80,4712022

Highlighted filing

2021

Revenue$1,636,894
Expenses$1,475,653
Net Income$161,241
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.0
Gross Receipts
$1,636,894
Mission and Program Overview

Mission

Provide energy efficiency services to low-income individuals and families to assist them in achieving greater economic independence.

Provide energy efficiency services to low income individuals and families to assist them in achieving greater economic independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$301,618$330,868▲ $29,250
Accounts Receivable$120,746$95,434▼ $25,312
Loans From Officers Directors$76,731$54,731▼ $22,000
Land, Buildings, and Equipment, Net$39,476$39,476→ $0
Savings and Temporary Cash Investments$4,956$5,659▲ $703
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$466,796$471,437▲ $4,641
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$193,055$95,626▼ $97,429
Other Liabilities$35,847--
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$305,633$150,357▼ $155,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$161,163$321,080▲ $159,917
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$161,163$321,080▲ $159,917
Total Liabilities and Net Assets / Fund Balance$466,796$471,437▲ $4,641

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$39,476$123,019$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maura A D GuimaraesProgram Specialist Eligibiliy WorkerFT$53,317$53,317
Joanne FestejoOffice ManagerPT$34,247$34,247
Elisabeth AdamsPresident / Executive DirectorPT$31,085$31,085

Board Members and Trustees

NameTitle
Rod MirandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,636,894
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$161,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,092,307
Salaries, Compensation, and Employee Benefits$383,346
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$230,846$0$0$230,846
Current Officers, Directors, Trustees, and Key Employees$113,649$5,000$0$118,649
Insurance$88,625$0$0$88,625
Occupancy$48,318$0$0$48,318
Payroll Taxes$31,153$1,298$0$32,451
Office Expenses$10,634$0$0$10,634
Other Expenses$8,983$0$0$8,983
Travel$1,843$0$0$1,843
Other Employee Benefits$1,200$200$0$1,400
Conferences and Meetings$1,090$0$0$1,090
Interest$10$0$0$10
Total Functional Expenses$1,469,155$6,498$0$1,475,653
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$76,731$54,731▼ $22,000
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 B, Line 11B

The president is completing the form. Rod Milland, the second board member will receive an e-mailed copy once the entire form is completed.

Form 990, Part VI, Section B, Line 12C

During staff meetings employees are reminded of this policy, and are asked to provide feedback.

Form 990, Part VI, Section B, Line 15

The President who also serves as the executive director confers with her peers in other similar organizations quite frequently. ASSERT staff are a little lower paid as in other organization.

Form 990, Part VI, Section C, Line 19

ASSERT did not receive any request to provide documents to any individual or organization.

Filing and Contact Details

Filer

Filer Name
Assert Inc
EIN
95-3167201
Phone
6617292424
Address
PO Box 2438, Lancaster, CA 93539

Signing Officer

Name
Elisabeth Adams
Title
President
Phone
6617292424
Signed
2022-04-27

Organization Details

Principal Officer
Elisabeth Adams
Formed
1977
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
1
Employees
13
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Ou accounting software had a glitch whereby an entry was generated that should not have been there. This problem was fixed and an adjustment has been made.

Raw XML AppendixShowing 400 of 622 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/Desc0Enrolled 865 households into the Energy Savings Assistance program sponsored by the Southern California Gas Co. Established program eligibility. ASSERT's Subcontractor Reliable Energy performed the installation work. Weatherizing a total of 747 homes by installing such measures as: attic insulation, door weather stripping, fix broken windows and doors, low-flow showerheads, water saving devices, minor home repair of wall cracks, faucet aerators, caulking, air conditioner and evaporative cooler covers. Reliable also replaced 65 old furnaces with new energy efficient ones, replaced 52 leaking water heaters and repaired 11 furnaces. All of these services were provided at no cost to the customers.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0161163
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0321080
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt048318
IRS990/OccupancyGrp/TotalAmt048318
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt010634
IRS990/OfficeExpensesGrp/TotalAmt010634
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-1324
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0200
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01200
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01400
IRS990/OtherExpensesGrp/Desc0Auto expenses such as repairs, gasoline, diesel
IRS990/OtherExpensesGrp/Desc1Installation, material, and supplies
IRS990/OtherExpensesGrp/Desc2Phones, postage, maintenance, maintain licenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt019079
IRS990/OtherExpensesGrp/ProgramServicesAmt1913725
IRS990/OtherExpensesGrp/ProgramServicesAmt28983
IRS990/OtherExpensesGrp/TotalAmt019079
IRS990/OtherExpensesGrp/TotalAmt1913725
IRS990/OtherExpensesGrp/TotalAmt28983
IRS990/OtherLiabilitiesGrp/BOYAmt035847
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0230846
IRS990/OtherSalariesAndWagesGrp/TotalAmt0230846
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01298
IRS990/PayrollTaxesGrp/ProgramServicesAmt031153
IRS990/PayrollTaxesGrp/TotalAmt032451
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Elisabeth Adams
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/Desc0energy efficient services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01636894
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01636894
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Established eligibility and enrolled 1434 individual households into the Energy Savings Assistance program being offered to customers of Southern California Edison Company. ASSERT's in-house installers replaced 10 old freezers and 378 refrigerators with energy efficient models. Replaced 26 outdoor fixtures, installed 2289 LED's, and replaced 2441 floor lamps with more energy efficient models. Replaced 20 room air conditioners and installed 233 evaporative coolers. Installed 921 Trickle Star Power strips and weatherized 3 homes. All of these services were at no cost to the customers.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0450385
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0552370
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0915975
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01207825
IRS990/PYRevenuesLessExpensesAmt023335
IRS990/PYSalariesCompEmpBnftPaidAmt0268515
IRS990/PYTotalExpensesAmt01184490
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01207825
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0161241
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01084524
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04956
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05659
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00

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