Assert Inc
- Assets
- $471.4k
- Revenue
- $1.6m
- Investments
- $0.0
- Employees
- 13
- Location
- Lancaster, CA
- Founding
- 04/1983
- Data as of
- 12/2021
- 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 12/2021, Assert Inc employed 13 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 12/2021, Assert Inc generated $1.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.9% each year. All expenses for the organization totaled $1.5m during the year ending 12/2021. While expenses have increased by 6.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2021
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 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.
ESTABLISHED 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Maura A D Guimaraes Program Specialist Eligibiliy Worker | 35 | $53,317 | |
Joanne Festejo Office Manager | Officer | 30 | $34,247 |
Elisabeth Adams President / Executive Director | OfficerTrustee | 15 | $31,085 |
Rod Mirand Treasurer | OfficerTrustee | 1 | $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 | $1,636,894 |
| 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 | $1,636,894 |
| 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. | $118,649 |
| Compensation of current officers, directors, key employees. | $5,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $230,846 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $1,400 |
| Payroll taxes | $32,451 |
| 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 | $10,634 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $48,318 |
| Travel | $1,843 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,090 |
| Interest | $10 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $88,625 |
| All other expenses | $0 |
| Total functional expenses | $1,475,653 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $330,868 |
| Savings and temporary cash investments | $5,659 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $95,434 |
| 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 | $471,437 |
| Accounts payable and accrued expenses | $95,626 |
| 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 | $54,731 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $150,357 |
| Net assets without donor restrictions | $321,080 |
| 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 | $0 |
| Total liabilities and net assets/fund balances | $471,437 |
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Outside In Portland, OR | $20,557,070 | $19,364,010 |
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California Human Development Corp Santa Rosa, CA | $9,372,537 | $16,167,799 |
Lutheran Social Services Of Northern California Concord, CA | $7,407,903 | $15,266,538 |
Global Support And Development Redwood City, CA | $35,645,225 | $48,473,756 |
Oregon Human Development Corporation Gresham, OR | $1,006,372 | $15,394,021 |
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Union Of Pan Asian Communities San Diego, CA | $5,542,645 | $15,801,296 |
Psa Behavioral Health Agency Phoenix, AZ | $11,491,382 | $16,032,932 |