Civic Intelligence

Union Homes Inc

990 • Fiscal year 2021 • EIN 43-1072814

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 24, 2022

810 Bonnie DriveUnion, MO 63084

(636) 583-2099

Siviq Scores

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

Liabilities / Assets

89th percentile

0.40x

Higher debt load relative to assets than 89% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.45x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

46th percentile

5.2%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$1,200

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-6.8%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

0.2%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$272,613

Down $19,820 (-6.8%) from 2020

Net Assets

Up

$162,646

Up $12,859 (+8.6%) from 2020

Liabilities

Down

$109,967

Down $32,679 (-23%) from 2020

Revenue

Up

$245,828

Up $557 (+0.2%) from 2020

Expenses

Up

$232,969

Up $3,572 (+1.6%) from 2020

Net Income

Down

$12,859

Down $3,015 (-19%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $311,029Liabilities 2011: $378,4202011Assets 2012: $377,041Liabilities 2012: $361,270Net Assets 2012: $15,7712012Assets 2013: $406,220Liabilities 2013: $345,581Net Assets 2013: $60,6392013Assets 2014: $421,614Liabilities 2014: $324,462Net Assets 2014: $97,1522014Assets 2015: $418,876Liabilities 2015: $304,164Net Assets 2015: $114,7122015Assets 2016: $388,458Liabilities 2016: $265,389Net Assets 2016: $123,0692016Assets 2017: $359,608Liabilities 2017: $241,043Net Assets 2017: $118,5652017Assets 2018: $345,208Liabilities 2018: $209,287Net Assets 2018: $135,9212018Assets 2019: $311,396Liabilities 2019: $177,483Net Assets 2019: $133,9132019Assets 2020: $292,433Liabilities 2020: $142,646Net Assets 2020: $149,7872020Assets 2021: $272,613Liabilities 2021: $109,967Net Assets 2021: $162,6462021Assets 2022: $272,149Liabilities 2022: $71,467Net Assets 2022: $200,6822022Assets 2023: $253,280Liabilities 2023: $33,924Net Assets 2023: $219,3562023Assets 2024: $280,433Liabilities 2024: $18,067Net Assets 2024: $262,3662024Assets 2025: $283,142Liabilities 2025: $23,024Net Assets 2025: $260,1182025

Highlighted filing

2021

Assets$272,613
Liabilities$109,967
Net Assets$162,646

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $187,569Expenses 2011: $194,142Net Income 2011: -$6,5732011Expenses 2012: $171,8482012Revenue 2013: $253,814Expenses 2013: $208,946Net Income 2013: $44,8682013Revenue 2014: $256,703Expenses 2014: $220,190Net Income 2014: $36,5132014Revenue 2015: $241,388Expenses 2015: $223,828Net Income 2015: $17,5602015Revenue 2016: $243,802Expenses 2016: $235,445Net Income 2016: $8,3572016Revenue 2017: $236,559Expenses 2017: $241,063Net Income 2017: -$4,5042017Revenue 2018: $244,584Expenses 2018: $227,228Net Income 2018: $17,3562018Revenue 2019: $246,697Expenses 2019: $248,705Net Income 2019: -$2,0082019Revenue 2020: $245,271Expenses 2020: $229,397Net Income 2020: $15,8742020Revenue 2021: $245,828Expenses 2021: $232,969Net Income 2021: $12,8592021Revenue 2022: $253,781Expenses 2022: $215,745Net Income 2022: $38,0362022Revenue 2023: $261,021Expenses 2023: $242,347Net Income 2023: $18,6742023Revenue 2024: $274,952Expenses 2024: $231,942Net Income 2024: $43,0102024Revenue 2025: $274,846Expenses 2025: $277,094Net Income 2025: -$2,2482025

Highlighted filing

2021

Revenue$245,828
Expenses$232,969
Net Income$12,859
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 24, 2022
Return Version
2021v4.0
Gross Receipts
$247,372
Mission and Program Overview

Mission

Provide low income housing for senior citizens and handicapped individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$142,496$119,938▼ $22,558
Savings and Temporary Cash Investments$75,973$76,397▲ $424
Cash and Non-Interest-Bearing Accounts$69,132$72,794▲ $3,662
Prepaid Expenses and Deferred Charges$2,965$3,174▲ $209
Accounts Receivable$1,867$310▼ $1,557
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$292,433$272,613▼ $19,820
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$128,596$92,164▼ $36,432
Accounts Payable and Accrued Expenses$6,100$10,303▲ $4,203
Other Liabilities$7,950$7,500▼ $450
Total Liabilities$142,646$109,967▼ $32,679
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$149,787$162,646▲ $12,859
Total Net Assets Fund Balance$149,787$162,646▲ $12,859
Total Liabilities and Net Assets / Fund Balance$292,433$272,613▼ $19,820

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$58,998$1,075,446$1,134,444
Other Land Buildings$13,636$71,588$85,224
Leasehold Improvements$22,605$25,319$47,924
Land$23,700-$23,700
Equipment$999$3,616$4,615
Compensation and Service Providers

Employees

NameTitleBaseTotal
Janice BartelDirector$1,200$1,200
Leola RowdenPresident$1,200$1,200
Dale SchmukeTreasurer$100$100
Constance SchmukeSecretary$100$100
Ron ArensDirector$100$100
Allen TeneyckVice President$50$50

Board Members and Trustees

NameTitle
Olivia BrinkmannDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$27,167
Program Service Revenue
$219,475
Investment Income
$-814
Other Revenue
$0
Change in Net Assets
$12,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$245,828
Total Revenue per Audited Statements
$245,828
Total Revenue per Form 990
$245,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,219
Salaries, Compensation, and Employee Benefits$2,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$90,156--$90,156
Fees for Services Other$40,562--$40,562
Insurance$24,032$1,155-$25,187
Depreciation Depletion$25,111--$25,111
Fees for Services Management$14,448--$14,448
Fees for Services Accounting-$3,500-$3,500
Current Officers, Directors, Trustees, and Key Employees-$2,750-$2,750
Other Expenses$3$100-$103
Office Expenses$55$30-$85
All Other Expenses-$31-$31
Total Functional Expenses$225,403$7,566$0$232,969

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$232,969
Total Expenses per Audited Statements$232,969
Total Expenses per Form 990$232,969
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Guardian Managment LLCFamilyManagement ServicesNo$14,448

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$7,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Board treasurer and secretary are married.

Form 990, Part VI, Line 11B: Form 990 Review Process

Initially reviewed by treasurer of the board before filing. The rest of the board reviews and approves at the next subsequent board meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflicts of interest are monitored on a regular basis before contracts are approved by the entire board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies, and financial statements are available upon request of any board member.

Filing and Contact Details

Filer

Filer Name
Union Homes Inc
EIN
43-1072814
Phone
6365832099
Address
810 BONNIE DRIVE, UNION, MO 63084

Signing Officer

Name
Dale Schmuke
Title
Treasurer
Phone
6365832099
Signed
2022-02-24
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Tochtrop & Associates Pc
Address
2 WAINWRIGHT ST STE 200, WASHINGTON, MO 63090
Preparer
Kevin J Tochtrop
Phone
6362396400
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IRS990/ProgramServiceRevenueGrp/Desc1FREEZER AND SHED RENTAL
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY INCOME
IRS990/ProgramServiceRevenueGrp/Desc3SECURITY DEPOSIT FORFEIT
IRS990/ProgramServiceRevenueGrp/Desc4TENANT CHARGES
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IRS990/PYOtherRevenueAmt0670
IRS990/PYProgramServiceRevenueAmt0213768
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT SERVICES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT SERVICES IS PROVIDED BY A COMPANY OWNED BY THE BOARD SECRETARY AND TREASURER'S DAUGHTER AND SON-IN-LAW. THE BOARD SECRETARY AND TREASURER ABSTAINED FROM VOTING ON APPROVAL OF THE MANAGEMENT SERVICES CONTRACT.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD TREASURER AND SECRETARY ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INITIALLY REVIEWED BY TREASURER OF THE BOARD BEFORE FILING. THE REST OF THE BOARD REVIEWS AND APPROVES AT THE NEXT SUBSEQUENT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST ARE MONITORED ON A REGULAR BASIS BEFORE CONTRACTS ARE APPROVED BY THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OF ANY BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0810 BONNIE DRIVE
IRS990/USAddress/CityNm0UNION
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063084
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE SCHMUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06365832099
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0431072814

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.83$0.23$2.60$2.75$2.77$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.18$2.62$2.75$2.32$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.34$2.19$2.61$2.42$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.71$2.01$2.54$2.16$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.73$1.10$1.63$2.46$2.33$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.92$1.43$1.50$2.45$2.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.11$1.77$1.34$2.47$2.49$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.45$2.09$1.36$2.45$2.27$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.60$2.41$1.19$2.37$2.41$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.88$2.65$1.23$2.44$2.35$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.19$3.04$1.15$2.41$2.24$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.22$3.24$0.97$2.57$2.20$0.37
2013Detailed filing. Detailed filing data is available for this year.$4.06$3.46$0.61$2.54$2.09$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$3.61$0.16$1.72
2011Summary only. Only limited summary data is available for this year.$3.11$3.78$1.88$1.94$0.07