Civic Intelligence

Unity Place Housing Inc.

990 • Fiscal year 2020 • EIN 27-0813702

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

1127 SE 46th StreetOcala, FL 34480

(352) 732-6951

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$100,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 79.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

51st percentile

7.0%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$698,839

Up $45,818 (+7.0%) from 2019

Net Assets

Up

$697,819

Up $83,249 (+14%) from 2019

Liabilities

Down

$1,020

Down $37,431 (-97%) from 2019

Revenue

Up

$125,160

Up $36,008 (+40%) from 2019

Expenses

Up

$41,911

Up $7,790 (+23%) from 2019

Net Income

Up

$83,249

Up $28,218 (+51%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2010: $777,364Liabilities 2010: $874,888Net Assets 2010: -$97,5242010Assets 2011: $1,494,453Liabilities 2011: $1,459,961Net Assets 2011: $34,4922011Assets 2012: $948,199Liabilities 2012: $951,308Net Assets 2012: -$3,1092012Assets 2015: $658,837Liabilities 2015: $522,282Net Assets 2015: $136,5552015Assets 2016: $720,278Liabilities 2016: $495,174Net Assets 2016: $225,1042016Assets 2017: $695,315Liabilities 2017: $316,342Net Assets 2017: $378,9732017Assets 2018: $691,794Liabilities 2018: $132,256Net Assets 2018: $559,5382018Assets 2019: $653,021Liabilities 2019: $38,451Net Assets 2019: $614,5702019Assets 2020: $698,839Liabilities 2020: $1,020Net Assets 2020: $697,8192020Assets 2024: $1,086,972Liabilities 2024: $1,020Net Assets 2024: $1,085,9522024

Highlighted filing

2020

Assets$698,839
Liabilities$1,020
Net Assets$697,819

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0Expenses 2010: $157,2572010Expenses 2011: $165,9482011Expenses 2012: $290,7092012Revenue 2015: $214,507Expenses 2015: $125,881Net Income 2015: $88,6262015Revenue 2016: $240,976Expenses 2016: $108,813Net Income 2016: $132,1632016Revenue 2017: $273,695Expenses 2017: $85,086Net Income 2017: $188,6092017Revenue 2018: $235,207Expenses 2018: $55,092Net Income 2018: $180,1152018Revenue 2019: $89,152Expenses 2019: $34,121Net Income 2019: $55,0312019Revenue 2020: $125,160Expenses 2020: $41,911Net Income 2020: $83,2492020Revenue 2024: $390,810Expenses 2024: $334,616Net Income 2024: $56,1942024

Highlighted filing

2020

Revenue$125,160
Expenses$41,911
Net Income$83,249
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$720,581
Mission and Program Overview

Mission

To provide housing for and the general welfare of homeless addicts and other disadvantaged citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$609,570$692,819▲ $83,249
Land, Buildings, and Equipment, Net$625,154$609,741▼ $15,413
Cash and Non-Interest-Bearing Accounts$15,787$76,629▲ $60,842
Cap Stk Tr Prin Current Funds$5,000$5,000→ $0
Loans From Officers Directors$38,451$1,020▼ $37,431
Total Assets$653,021$698,839▲ $45,818
Other Assets Total$12,080$12,469▲ $389
Liabilities
Total Liabilities$38,451$1,020▼ $37,431
Net Assets / Fund Balance
Total Net Assets Fund Balance$614,570$697,819▲ $83,249
Total Liabilities and Net Assets / Fund Balance$653,021$698,839▲ $45,818

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$451,252$187,378$638,630
Other Land Buildings$55,629$144,020$199,649
Land$85,000-$85,000
Leasehold Improvements$10,527$47,860$58,387
Equipment$7,333$16,897$24,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence BreechPresidentFT$100,000$100,000

Board Members and Trustees

NameTitle
Theresa S BreechDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$1
Investment Income
$0
Other Revenue
$75,159
All Other Contributions
$50,000
Change in Net Assets
$83,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,046
Grants and Similar Amounts Paid$2,865
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$26,022--$26,022
Fees for Services Accounting-$4,996-$4,996
Fees for Services Legal-$3,000-$3,000
Grants to Domestic Orgs$2,865--$2,865
Insurance$2,641--$2,641
All Other Expenses$627--$627
Office Expenses$516--$516
Advertising$456--$456
Other Expenses$408--$408
Information Technology$380--$380
Total Functional Expenses$33,915$7,996$0$41,911
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$460,563
Gaming Direct Expenses$333,377
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lawrence BreechDirectorAccrual of InterestNo$1,020
Lawrence BreechDirectorUse of Taxpayer VehiNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$38,451$1,020▼ $37,431
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization does have members and any number of members may be admitted at the sole discretion of the board of directors, taking into consideration past volunteer effort rendered to charities by the prospective member. However, members shall not have voting rights or rights to control or bind the organization, which authority is soley retained by the board of directors.

Form 990, Page 6, Part VI, Line 7B

Members shall have no voting rights or rights to control or bind the organization, which authority is soley retained bt the board of directors. Each director has a singular vote and a majority decision of the board of directors is required for approval of any action taken.

Form 990, Page 6, Part VI, Line 8A

All governing documents, conflict of policy statements and lists, and financial statements of operations (including form 990, form 1023 and the determination letter) are made available at the offices of the organization in the case of personal requests and will be sent to those individuals and organizations making a written request of same within 30 days of the receipt of the request.

Form 990, Page 6, Part VI, Line 11B

Form 990 is distributed to all members of the board of directors and the officers of the organization to revieew for completeness and accuracy.

Form 990, Page 6, Part VI, Line 12C

The board of directors will define who is an interested person and what constitutes a financial interest. The board of directors will impress on all individuals the duty to disclose any actual or possible conflicts of interest and will give everyone the opportunity to disclose such conflicts. The board of directors will update conflicts of interest on an annual basis. The board of directors will review all business deals and approve them by a majority vote. The board of directors will require disclosure of any conflicts before any decision is rendered on any matter.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Unity Place Housing Inc
EIN
27-0813702
Phone
3527326951
Address
1127 SE 46TH STREET, OCALA, FL 34480

Signing Officer

Name
Lawrence Breech
Title
President
Phone
3527326951
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Breech
Formed
2009
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
10

Preparer

Firm
Collier Jernigan Eastman & Zublick Pa
Address
550 NE 25TH AVENUE, OCALA, FL 34470-7035
Preparer
Kathi L Jernigan CPA
Phone
3527325601
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SUPPLEMENTAL INFORMATION FOR SCHEDULE L PART IV, LINE 1-BREECH IS PAID 10% ON THE BALANCE OF ANY MONIES OWED TO BREECH ON LOANS MADE BY BREECH TO THE TAXPAYERS. PART IV, LINE 2-TAXPAYER PERMITS BREECH TO USE ITS VEHICLE TO CONDUCT TAXPAYER'S BUSINESS. BREECH REIMBURSES TAXPAYER FOR ANY AMOUNTS OF PERSONAL USE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt01020
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES HAVE MEMBERS AND ANY NUMBER OF MEMBERS MAY BE ADMITTED AT THE SOLE DISCRETION OF THE BOARD OF DIRECTORS, TAKING INTO CONSIDERATION PAST VOLUNTEER EFFORT RENDERED TO CHARITIES BY THE PROSPECTIVE MEMBER. HOWEVER, MEMBERS SHALL NOT HAVE VOTING RIGHTS OR RIGHTS TO CONTROL OR BIND THE ORGANIZATION, WHICH AUTHORITY IS SOLEY RETAINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS SHALL HAVE NO VOTING RIGHTS OR RIGHTS TO CONTROL OR BIND THE ORGANIZATION, WHICH AUTHORITY IS SOLEY RETAINED BT THE BOARD OF DIRECTORS. EACH DIRECTOR HAS A SINGULAR VOTE AND A MAJORITY DECISION OF THE BOARD OF DIRECTORS IS REQUIRED FOR APPROVAL OF ANY ACTION TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, CONFLICT OF POLICY STATEMENTS AND LISTS, AND FINANCIAL STATEMENTS OF OPERATIONS (INCLUDING FORM 990, FORM 1023 AND THE DETERMINATION LETTER) ARE MADE AVAILABLE AT THE OFFICES OF THE ORGANIZATION IN THE CASE OF PERSONAL REQUESTS AND WILL BE SENT TO THOSE INDIVIDUALS AND ORGANIZATIONS MAKING A WRITTEN REQUEST OF SAME WITHIN 30 DAYS OF THE RECEIPT OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND THE OFFICERS OF THE ORGANIZATION TO REVIEEW FOR COMPLETENESS AND ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS WILL DEFINE WHO IS AN INTERESTED PERSON AND WHAT CONSTITUTES A FINANCIAL INTEREST. THE BOARD OF DIRECTORS WILL IMPRESS ON ALL INDIVIDUALS THE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST AND WILL GIVE EVERYONE THE OPPORTUNITY TO DISCLOSE SUCH CONFLICTS. THE BOARD OF DIRECTORS WILL UPDATE CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS WILL REVIEW ALL BUSINESS DEALS AND APPROVE THEM BY A MAJORITY VOTE. THE BOARD OF DIRECTORS WILL REQUIRE DISCLOSURE OF ANY CONFLICTS BEFORE ANY DECISION IS RENDERED ON ANY MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0653021
IRS990/TotalAssetsEOYAmt0698839
IRS990/TotalAssetsGrp/BOYAmt0653021
IRS990/TotalAssetsGrp/EOYAmt0698839
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07996
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033915
IRS990/TotalFunctionalExpensesGrp/TotalAmt041911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038451
IRS990/TotalLiabilitiesEOYAmt01020
IRS990/TotalLiabilitiesGrp/BOYAmt038451
IRS990/TotalLiabilitiesGrp/EOYAmt01020
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0614570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0697819
IRS990/TotalProgramServiceExpensesAmt033915
IRS990/TotalProgramServiceRevenueAmt01
IRS990/TotalReportableCompFromOrgAmt0100000
IRS990/TotalRevenueGrp/ExclusionAmt0-52027
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0127187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125160
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0653021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0698839
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01127 SE 46 STREET
IRS990/USAddress/CityNm0OCALA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034480
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE BREECH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03527326951
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY PLACE HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0270813702
ReturnHeader/Filer/PhoneNum03527326951
ReturnHeader/Filer/USAddress/AddressLine1Txt01127 SE 46TH STREET
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593612220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLIER JERNIGAN EASTMAN & ZUBLICK PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 NE 25TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCALA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0344707035
ReturnHeader/PreparerPersonGrp/PhoneNum03527325601
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHI L JERNIGAN CPA
ReturnHeader/ReturnTs02021-11-15T14:29:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAWRENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BREECH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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