ASSERT INC

EIN: 953167201 501(c)(3) Human Services

Lancaster, CA

Total Revenue
$992,751
Total Expenses
$1,073,222
Total Assets
$321,930
Net Assets
$240,609
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
CA
Principal Officer
Elisabeth Adams
Phone
6618608607
Tax Period
2022-01-01 to 2022-12-31

ASSERT INC, founded in 1977, is a small nonprofit in the Human Services sector that reported $993K in total revenue in fiscal year 2022. Revenue fell 39% from the prior year — a significant decline worth monitoring.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $992,751
Investment Income $0
Other Revenue $0
TOTAL REVENUE $992,751

Expense Breakdown

Grants Paid $0
Salaries & Benefits $265,010
Fundraising Expenses $0
Program Expenses $1,073,222
Other Expenses $808,212
TOTAL EXPENSES $1,073,222

Year-over-Year Comparison

2022 2021 Change
Revenue $992,751 $1,636,894 -0.4%
Expenses $1,073,222 $1,475,653 -0.3%
Net Income $-80,471 $161,241 -1.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
1
Employees
16
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$30,602
Total Directors
2
$30,602
Key Employees
1
$42,217
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Joanne Festejo Office Manager 30
Key Emp Highest
$42,217 $0 $42,217
Elisabeth Adams President / Executive Director 25
Officer Director
$30,602 $0 $30,602
Rod Mirand Treasurer 2
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $992,751 $1,073,222 $321,930 $-80,471
2021 $1,636,894 $1,475,653 $471,437 $161,241
2020 $1,207,825 $1,184,490 $466,796 $23,335
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