Asurion Compassion Fund

Nonprofit profile at a glance

EIN
263707117
IRS 990 coverage
2011–2025
Forms available
Form 990 2025, Form 990-EZ 2010, Form 990-N 2008
Location
Nashville, TN, USA
Phone
6158373000
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$781,990
Expenses
$312,843
Assets
$2,066,744
Liabilities
$837

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • YANIKA SMITH-BARTLEY (PRESIDENT)
  • DIANE BIES (EXECUTIVE DIRECTOR)

People named in this filing

  • YANIKA SMITH-BARTLEY (PRESIDENT)
  • MITCHELL WELTY (TREASURER)
  • APRIL BERMAN (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The asurion compassion fund operates as an employee-for-employee fund to provide a vehicle whereby employees of asurion can help other employees in times of need. In addition, the fund provides support to other not-for-profit organizations in the local communities where asurion employees live and work.

What it reported doing in 2025

Hardship assistance: provided grants to 76 asurion employees and their families who were affected by hardships due to an event beyond their control including disasters, care for self or family members, emergency travel, funeral expenses and other hardships.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and the filing reports few safeguards for money sent abroad.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 77
  • Accountability: 100
  • Sustainability: 88
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 36.1%; rating input score 36
  • Program expense ratio: 84.2%; rating input score 84
  • Fundraising efficiency: $1,582.79 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: 1 of 8 controls in place; rating input score 12
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Fail
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 100%; rating input score 100; 78th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 60%; rating input score 93; 93rd percentile among comparable filings
  • Total-asset coverage ratio: 6.61; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 1.3% per year; rating input score 100; 20th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 28th percentile among comparable filings
  • Asset growth: 5.7% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 36.1% of revenue deployed · 84.2% of spending went to programs
  • Governance: 13 of 13 board members independent · 7 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $263K in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 9 filed schedules · includes major donors, foreign activity, and grants
  • Filing history: 14 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
  • High — Transparency & Controls: Foreign activity oversight: 7 of 8 not reported.