Assert Inc
- Assets
- $321.9k
- Revenue
- $992.8k
- Investments
- $0.0
- Employees
- 16
- Location
- Lancaster, CA
- Founding
- 04/1983
- Data as of
- 12/2022
- EIN
- 95-3167201
Organization Overview
Assert Inc is located in Lancaster, CA. The organization was established in 1983. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. As of 12/2022, Assert Inc employed 16 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Assert Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Assert Inc generated $992.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (11.9%) each year. All expenses for the organization totaled $1.1m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (7.6%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE ENERGY EFFICIENCY SERVICES TO LOW INCOME INDIVIDUALS AND FAMILIES TO ASSIST THEM IN ACHIEVING GREATER ECONOMIC INDEPENDENCE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ENROLLED 342 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 415 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 67 OLD FURNACES WITH NEW ENERGY EFFICIENT ONES, REPLACED 49 LEAKING WATER HEATERS AND REPAIRED 9 FURNACES. ALL OF THESE SERVICES WERE PROVIDED AT NO COST TO THE CUSTOMERS.
ESTABLISHED ELIGIBILITY AND ENROLLED 365 INDIVIDUAL HOUSEHOLDS INTO THE ENERGY SAVINGS ASSISTANCE PROGRAM BEING OFFERED TO CUSTOMERS OF SOUTHERN CALIFORNIA EDISON COMPANY. ASSERT'S IN-HOUSE INSTALLERS REPLACED 8 OLD FREEZERS AND 420 REFRIGERATORS WITH ENERGY EFFICIENT MODELS. REPLACED 5 OUTDOOR FIXTURES, INSTALLED 358 LED'S, AND REPLACED 165 FLOOR LAMPS WITH MORE ENERGY EFFICIENT MODELS. REPLACED 6 ROOM AIR CONDITIONERS AND INSTALLED 114 EVAPORATIVE COOLERS. INSTALLED 135 TRICKLE STAR POWER STRIPS. ALL OF THESE SERVICES WERE AT NO COST TO THE CUSTOMERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joanne Festejo Office Manager | Officer | 30 | $42,217 |
Elisabeth Adams President / Executive Director | OfficerTrustee | 25 | $30,602 |
Rod Mirand Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $992,751 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $992,751 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $72,819 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $166,447 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $25,744 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $6,526 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $51,457 |
| Travel | $1,785 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $665 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $61,504 |
| All other expenses | $0 |
| Total functional expenses | $1,073,222 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $263,089 |
| Savings and temporary cash investments | $9,460 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $9,905 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $39,476 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $321,930 |
| Accounts payable and accrued expenses | $49,590 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $31,731 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $81,321 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $240,609 |
| Total liabilities and net assets/fund balances | $321,930 |