Assert INC
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Helps low-income families save money and gain independence through energy efficiency services. For fiscal year 2022 it reported $993K in revenue, $1.1M in expenses, and $241K in net assets.Pt I
Summary of the Filing
Where the work happens
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.
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.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Joanne Festejo’s $42K as Office Manager is at the 30th percentile of top reported officer pay among 2165 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 4 named individuals · Part VII
| Name | FY2022 | FY2021 | FY2020 |
|---|---|---|---|
| Maura A D Guimaraes | — | $53,317 | — |
| Joanne Festejo | $42,217 | $34,247 | $40,121 |
| Cynthia Dark Price | — | — | $37,835 |
| Elisabeth Adams | $30,602 | $31,085 | $25,711 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 100% | — | — |
| Overhead ratio | 0% | — | — |
| Revenue growth | -39% | — | — |
| Investment management fee ratio | 0% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 0% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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