Civic Intelligence

Unico Fund

990EZ • Fiscal year 2017 • EIN 33-0912760

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 15, 2017

Organization ProfileWWW.UNICOSANDIEGO.ORG
PO Box 301268Escondido, CA 92030-1268

(760) 489-2707

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

107%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$1,841

Up $952 (+107%) from 2016

Net Assets

Up

$1,841

Up $952 (+107%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$1,000

Up $1,000 from 2016

Expenses

Down

$48

Down $964 (-95%) from 2016

Net Income

Up

$952

Up $1,964 (+194%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$10K$5.0K$0Assets 2010: $9,953Net Assets 2010: $9,9532010Assets 2011: $7,705Net Assets 2011: $7,7052011Assets 2012: $9,646Net Assets 2012: $9,6462012Assets 2013: $8,257Net Assets 2013: $8,2572013Assets 2014: $3,803Net Assets 2014: $3,8032014Assets 2015: $1,901Net Assets 2015: $1,9012015Assets 2016: $889Net Assets 2016: $8892016Assets 2017: $1,841Net Assets 2017: $1,8412017Assets 2018: $2,091Net Assets 2018: $2,0912018

Highlighted filing

2017

Assets$1,841
Liabilities-
Net Assets$1,841
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2010: $1,485Expenses 2010: $4,390Net Income 2010: -$2,9052010Revenue 2011: $2,802Expenses 2011: $5,050Net Income 2011: -$2,2482011Revenue 2012: $9,790Expenses 2012: $7,597Net Income 2012: $2,1932012Revenue 2013: $847Expenses 2013: $2,050Net Income 2013: -$1,2032013Revenue 2014: $182Expenses 2014: $4,636Net Income 2014: -$4,4542014Revenue 2015: $100Expenses 2015: $2,002Net Income 2015: -$1,9022015Revenue 2016: $0Expenses 2016: $1,012Net Income 2016: -$1,0122016Revenue 2017: $1,000Expenses 2017: $48Net Income 2017: $9522017Revenue 2018: $2502018

Highlighted filing

2017

Revenue$1,000
Expenses$48
Net Income$952
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,000
Mission and Program Overview

Mission

Provide scholarships & national charity

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS & NATIONAL CHARITY--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM DESPENZAPresident-$0--
VALERI ORSINITreasurer-$0--
MATTEO RISISecretary-$0--
JOSEPH RUSSOVice President-$0--
Filing and Contact Details

Filer

Filer Name
Unico Fund
EIN
33-0912760
Phone
7604892707
Address
PO BOX 301268, ESCONDIDO, CA 92030-1268

Signing Officer

Name
Valeri Orsini
Title
Treasurer
Phone
7604892707
Signed
2017-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephen Demaine CPA
Address
PO BOX 301268, ESCONDIDO, CA 92030-1268
Preparer
Stephen Demaine CPA
Phone
7604892707
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Scholarships & national charity 0.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 48.”

Raw XML Appendix139 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0VALERI ORSINI
IRS990EZ/BooksInCareOfDetail/PhoneNum08586220667
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05095 MURPHY CANYON RD STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921234348
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01841
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0952
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01841
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01841
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM DESPENZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERI ORSINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTEO RISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS & NATIONAL CHARITY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS & NATIONAL CHARITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048
IRS990EZ/TotalRevenueAmt01000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UNICOSANDIEGO.ORG
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0426
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00.75320
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.93670
IRS990ScheduleA/PublicSupportTotal170Amt01300
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01300
IRS990ScheduleA/TotalSupportAmt01726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS & NATIONAL CHARITY 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 48.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERI ORSINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07604892707
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNICO FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIC
ReturnHeader/Filer/EIN0330912760
ReturnHeader/Filer/PhoneNum07604892707
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 301268
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920301268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D7992BD80CCC3E78AB7E56775C7BA4580F288334
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0061D4165CC4F26F782FB98A9C3A42EAA099F1A0E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.232.70.159
ReturnHeader/FilingSecurityInformation/IPDt02017-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:13:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN DEMAINE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 301268
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920301268
ReturnHeader/PreparerPersonGrp/PhoneNum07604892707
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN DEMAINE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-15T09:13:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,841
Liabilities
-
Net assets
$1,841
Revenue
$1,000
Expenses
$48
Net income
$952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2,091$2,091$250
2017Detailed filing. Detailed filing data is available for this year.$1,841$1,841$1,000$48$952
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$889$889$0$1,012$1,012
2015Detailed filing. Detailed filing data is available for this year.$1,901$1,901$100$2,002$1,902
2014Detailed filing. Detailed filing data is available for this year.$3,803$3,803$182$4,636$4,454
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8,257$8,257$847$2,050$1,203
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9,646$9,646$9,790$7,597$2,193
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7,705$7,705$2,802$5,050$2,248
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9,953$9,953$1,485$4,390$2,905