philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Assure the Future INC FY2023 filing

Tax-deductible

Morganton, NC501(c)(3)Health CareEIN 46-1540059Revenue $304K in FY2023

On file with the IRSassurethefuture.org300 Enola Rd, 28655-4608 · Morganton, NCTax-exempt since Sep 2014Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

The mission of Assure the Future, INC. Is to enhance the educational opportunities and experiences of individuals with disabilities and advance research-based practices among professionals.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $83K a year · 36% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
51 mo
of spending, in cash
Looks good: 51.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$307
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$304K
+0.6% vs prior year
Spent
$151K
To programs
90%
Net assets
$1.4M
By yearFY2020–FY2025
Revenue
$304K
FY2023▲ +0.6%
Tap a bar for its year
Revenue by fiscal year
FY2020$183K
FY2021$134K
FY2022$302K
FY2023$304K
FY2024$252K
FY2025$192K
Expenses
$151K
FY2023▲ +34%
Tap a bar for its year
Expenses by fiscal year
FY2020$104K
FY2021$132K
FY2022$113K
FY2023$151K
FY2024$198K
FY2025$173K
Net assets
$1.4M
FY2023▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2020$966K
FY2021$1.1M
FY2022$1.2M
FY2023$1.4M
FY2024$1.5M
FY2025$1.5M

From the FY2023 Form 990 (year ending June 2023) · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2010-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Sep 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $137K Management & general 10% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Rod Willcox
Board Chairman
$0Pt VII · Sec A
Waits Gordon
Treasurer
$0Pt VII · Sec A
Haven Worley
Secretary
$0Pt VII · Sec A
Steve Purcell
Board Member
$0Pt VII · Sec A
Kathy Johnson
Board Member
$0Pt VII · Sec A
Marsha Riddle
Board Member
$0Pt VII · Sec A
Jan Richardson
Board Chairman
$0Pt VII · Sec A
See Assure the Future INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Enhances educational opportunities for individuals with disabilities and advances research-based practices.

Questions for Assure the Future INC

Tap to ask. Assure the Future INC sees how many people are interested.

Your first name shows with your question. Assure the Future INC answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $137K · in their own filed words · FY2022
01

Educational programs related to opportunities and experiences of individuals with disabilities and advance research-based practices among professionals.

$137Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Co Ta Huffman-Cornwell FoundationFY2024$1K
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$304K
Ln 12
Fees for servicesLn 2g$240K
Gifts and grantsLn 1h$49K
Investment incomeLn 3$15K
Money outPt IX
$151K
Ln 25
Programscol B$137K
Managementcol C$15K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$645K
Total assetsLn 16$1.4M
LiabilitiesLn 26$307
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$49K
Fees for servicesLn 2g$240K
Investment incomeLn 3$15K
Gains on assetsLn 7$3K
Total revenueLn 12$304K
Assets in detailPt X, end of year
CashLn 1$645K
Cash and savings togetherLn 1–2$645K
InvestmentsLn 11–13$454K
Land, buildings, equipmentLn 10c$125K
Other assetsLn 15$30K
Total assetsLn 16$1.4M
LiabilitiesLn 26$307
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$593K$645K
InvestmentsLn 11–13$419K$454K
Land, buildings, equipmentLn 10c$98K$125K
Total assetsLn 16$1.2M$1.4M
LiabilitiesLn 26$307$307
Net assetsLn 32$1.2M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$5K$628$5K
Information technologyLn 14$1K$1K
TravelLn 17$7K$7K
Conferences, conventions and meetingsLn 19$3K$3K
Depreciation, depletion and amortizationLn 22$32K$32K
InsuranceLn 23$3K$476$3K
Other expenses (24a–d)Ln 24$80K$77K$2K
All other expensesLn 24e$16K$15K$187
Total functional expensesLn 25$151K$137K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $192K$173K$19K$1.5M 990 PDF
FY2024 $252K$198K$54K$1.5M 990 PDF
FY2023 Viewing $304K$151K$153K$1.4M 990 PDF
FY2022 $302K$113K$189K$1.2M 990 PDF
FY2021 $134K$132K$2K$1.1M 990 PDF
FY2020 $183K$104K$80K$966K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $303,844 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $90,831$48,698
I-9 Program service revenuePrior year $206,822$240,332
I-10 Investment incomePrior year $4,401$14,814
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $302,054$303,844
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $113,029$151,294
I-18 Total expensesPrior year $113,029$151,294
I-19 Revenue less expensesPrior year $189,025$152,550
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $303,844 across 6 lines filed
VIII-1f All other contributions, gifts and grants$48,698
VIII-1h Total contributions, gifts and grants$48,698
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $240,332$240,332
VIII-3 Investment incomeExcluded from tax $11,456$11,456
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,358$3,358
VIII-12 Total revenueRelated to mission $240,332 · Unrelated business $0 · Excluded from tax $14,814$303,844
Part IX · Statement of functional expenses $151,294 across 9 lines filed
IX-11f Investment management feesManagement $4,917$4,917
IX-11g Other fees for servicesPrograms $628 · Management $4,555$5,183
IX-14 Information technologyPrograms $1,213$1,213
IX-17 TravelPrograms $7,286$7,286
IX-19 Conferences, conventions and meetingsPrograms $2,549$2,549
IX-22 Depreciation, depletion and amortizationPrograms $31,863$31,863
IX-23 InsurancePrograms $476 · Management $2,567$3,043
IX-24 Other expenses (24a–d)Programs $77,243 · Management $2,455$79,698
IX-24e All other expensesPrograms $15,355 · Management $187$15,542
IX-25 Total functional expensesPrograms $136,613 · Management $14,681 · Fundraising $0$151,294
Part X · Balance sheet $1,369,393 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $593,307$644,731
X-4 Accounts receivableStart of year $59,985$116,000
X-10c Land, buildings and equipment, netStart of year $97,786$124,742
X-11 Publicly traded securitiesStart of year $419,388$425,857
X-12 Other securities$28,524
X-15 Other assetsStart of year $21,217$29,539
X-16 Total assetsStart of year $1,191,683$1,369,393
X-17 Accounts payable and accrued expensesStart of year $307$307
X-26 Total liabilitiesStart of year $307$307
X-27 Net assets without donor restrictionsStart of year $980,864$1,173,245
X-28 Net assets with donor restrictionsStart of year $210,512$195,841
X-32 Total net assets or fund balancesStart of year $1,191,376$1,369,086
X-33 Total liabilities and net assetsStart of year $1,191,683$1,369,393
Part XI · Reconciliation of net assets $1,369,086 net assets at year end
XI-1 Total revenue$303,844
XI-2 Total expenses$151,294
XI-3 Revenue less expenses$152,550
XI-4 Net assets at start of year$1,191,376
XI-5 Net unrealized gains (losses) on investments$25,159
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$1,369,086

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.