Civic Intelligence

Cincinnati Union Cooperative Initiative

990 • Fiscal year 2015 • EIN 45-3914880

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

215 East 14th StreetCincinnati, OH 45202

(513) 403-9963

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$44,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$42,404

No earlier filing loaded for comparison.

Net Assets

$42,404

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$230,154

No earlier filing loaded for comparison.

Expenses

$205,753

No earlier filing loaded for comparison.

Net Income

$24,401

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $42,404Liabilities 2015: $0Net Assets 2015: $42,4042015Assets 2016: $8,787Liabilities 2016: $0Net Assets 2016: $8,7872016Assets 2017: $53,563Liabilities 2017: $5,376Net Assets 2017: $48,1872017Assets 2018: $86,898Liabilities 2018: $4,880Net Assets 2018: $82,0182018Assets 2019: $82,469Liabilities 2019: $5,243Net Assets 2019: $77,2262019Assets 2020: $187,905Liabilities 2020: $39,775Net Assets 2020: $148,1302020Assets 2021: $359,854Liabilities 2021: $5,473Net Assets 2021: $354,3812021Assets 2022: $258,367Liabilities 2022: $2,174Net Assets 2022: $256,1932022Assets 2023: $232,341Liabilities 2023: $2,036Net Assets 2023: $230,3052023Assets 2024: $283,227Liabilities 2024: $5,058Net Assets 2024: $278,1692024

Highlighted filing

2015

Assets$42,404
Liabilities$0
Net Assets$42,404

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2015: $230,154Expenses 2015: $205,753Net Income 2015: $24,4012015Revenue 2016: $206,067Expenses 2016: $239,684Net Income 2016: -$33,6172016Revenue 2017: $289,901Expenses 2017: $250,501Net Income 2017: $39,4002017Revenue 2018: $356,331Expenses 2018: $322,500Net Income 2018: $33,8312018Revenue 2019: $369,780Expenses 2019: $374,572Net Income 2019: -$4,7922019Revenue 2020: $441,095Expenses 2020: $370,191Net Income 2020: $70,9042020Revenue 2021: $703,020Expenses 2021: $496,769Net Income 2021: $206,2512021Revenue 2022: $570,465Expenses 2022: $668,653Net Income 2022: -$98,1882022Revenue 2023: $758,026Expenses 2023: $783,915Net Income 2023: -$25,8892023Revenue 2024: $842,972Expenses 2024: $795,108Net Income 2024: $47,8642024

Highlighted filing

2015

Revenue$230,154
Expenses$205,753
Net Income$24,401
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$232,478
Mission and Program Overview

Mission

Cincinnati union cooperative initiative partners with individuals and other organizations to develop worker-owned businesses which provide family- sustaining jobs and create economy that works for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,003$42,404▲ $24,401
Total Assets$18,003$42,404▲ $24,401
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$13,182$21,843▲ $8,661
Unrestricted Net Assets$4,821$20,561▲ $15,740
Total Net Assets Fund Balance$18,003$42,404▲ $24,401
Total Liabilities and Net Assets / Fund Balance$18,003$42,404▲ $24,401
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kristen BarkerCo-founder/pPT$44,000$44,000

Board Members and Trustees

NameTitle
Katy HeinsChair
Chad DayTrustee
Cynthia Pinchbank HinesTrustee
Dave McleanTrustee
Don BarkerTrustee
Gary HinesTrustee
Pete MclindenTrustee
Petee TalleyTrustee
Phil AmadonTrustee
Sam DunlapTrustee
Trish PlanckTrustee
Ellen VeraCo-founder/s
Flequer VeraCo-founder/v
Brian FrankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$210,452
Program Service Revenue
$8,594
Investment Income
$70
Other Revenue
$11,038
All Other Contributions
$210,452
Change in Net Assets
$24,401

Audited Revenue Reconciliation

Revenue per Audited Statements
$230,154
Total Revenue per Audited Statements
$230,154
Total Revenue per Form 990
$230,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,990
Other Expenses$56,763
Total Fundraising Expense$384
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,990--$148,990
Other Expenses$1,891--$1,891
Travel$1,819--$1,819
Office Expenses-$347$220$567
Information Technology$382-$164$546
Total Functional Expenses$205,022$347$384$205,753

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$205,753
Total Expenses per Audited Statements$205,753
Total Expenses per Form 990$205,753
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Our Harvest CooperativeCincinnati, OH-Fiscal Sponsorship$148,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,362
Fundraising Direct Expenses$2,324
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 2

Kristen barker don barker president trustee daughter/father ellen vera flequer vera secretary vp spouses cynthia pinchback hines gary hines trustee trustee spouses

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

Form 990 is reviewed by the executive director with the help of the preparing accountant

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

The board monitors compliance on an ongoing basis

Form 990, Page 6, Part VI, Line 15A

Executive director is not paid by cuci, but rather by the related organization

Form 990, Page 6, Part VI, Line 19

Documents may be availabe upon written request and upon approval by the board.

Filing and Contact Details

Filer

Filer Name
Cincinnati Union Cooperative
EIN
45-3914880
Phone
5134039963
Address
215 EAST 14TH STREET, CINCINNATI, OH 45202

Signing Officer

Name
Kristen Barker
Title
President
Phone
5134039963
Signed
2015-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Barker
Formed
2011
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Sheldon Reder Cpas Inc
Address
1230 SPRINGFIELD PIKE, CINCINNATI, OH 45215
Preparer
Mark Reder
Phone
5137714100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Agriculture management program as well as the lab space for the our harvest research and education institute's apprenticeship program.

Form 990, Page 2, Part III, Line 4C

Established for the majority of the training/education strategies developed for or adopted into our new education/training plan. Our grant goal was to provide training specific to this plan to 90-125 persons from identified target groups. We exceeded this goal, educating 154 persons.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization's management has evaluated the support for its tax positions taken and determined no material uncertainties exist that would require disclosure or provision for the effects of uncertain tax positions for the year ended june 30, 2015.

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

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IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION. THIS YEAR GREATLY ADVANCED OUR EDUCATION AND OUTREACH EFFORTS AND EXPANDED THE STRATEGIES, MATERIALS, AND TOOLS CRUCIAL TO MEETING OUR AGENCY GOAL -CREATING A NETWORK OF UNION COOPERATIVE BUSINESSES. A TRAINING/EDUCATION FRAMEWORK WAS ESTABLISHED FOR OUR TARGET GROUPS: CURRENT WORKER OWNERS, POTENTIAL WORKER OWNERS, AND ORGANIZING TEAMS. CURRICULUMS, LEARNING MODELS AND RELEVANT RESOURCES TARGETING BUSINESS/FINANCIAL LITERACY, PROBLEM SOLVING, WORKPLACE COMMUNICATION, AND CULTURAL/DIVERSITY SENSITIVITY WERE IDENTIFIED/ADAPTED/UTILIZED WHEN APPLICABLE. CURRICULUMS AND EDUCATIONAL MATERIALS SPECIFIC TO UNION COOPERATIVE BUSINESS MODEL, VALUES/PRINCIPLES, AND CULTURE WERE CREATED/ADAPTED AND PILOTED DURING TRAINING WITH CURRENT WORKER OWNERS. BENCHMARKS/LEARNING OBJECTS WERE ESTABLISHED FOR THE MAJORITY OF THE TRAINING/EDUCATION STRATEGIES DEVELOPED FOR OR ADOPTED INTO OUR NEW EDUCATION/TRAINING PLAN. OUR GRANT GOAL WAS TO PROVIDE TRAINING SPECIFIC TO THIS PLAN TO 90-125 PERSONS FROM IDENTIFIED TARGET GROUPS. WE EXCEEDED THIS GOAL, EDUCATING 154 PERSONS.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt070
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070
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IRS990ScheduleA/PublicSupportTotal170Amt016999
IRS990ScheduleA/SubstantialContributorsTotAmt0193453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0210452
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0210452
IRS990ScheduleA/TotalSupportAmt0210522
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/ExpensesSubtotalAmt0205753
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0230154
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE SUPPORT FOR ITS TAX POSITIONS TAKEN AND DETERMINED NO MATERIAL UNCERTAINTIES EXIST THAT WOULD REQUIRE DISCLOSURE OR PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt0230154
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0230154
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0205753
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0148990
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FISCAL SPONSORSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OUR HARVEST COOPERATIVE
IRS990ScheduleI/RecipientTable/RecipientEIN0454922801
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04211 WILLIAMSON PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AGRICULTURE MANAGEMENT PROGRAM AS WELL AS THE LAB SPACE FOR THE OUR HARVEST RESEARCH AND EDUCATION INSTITUTE'S APPRENTICESHIP PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ESTABLISHED FOR THE MAJORITY OF THE TRAINING/EDUCATION STRATEGIES DEVELOPED FOR OR ADOPTED INTO OUR NEW EDUCATION/TRAINING PLAN. OUR GRANT GOAL WAS TO PROVIDE TRAINING SPECIFIC TO THIS PLAN TO 90-125 PERSONS FROM IDENTIFIED TARGET GROUPS. WE EXCEEDED THIS GOAL, EDUCATING 154 PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KRISTEN BARKER DON BARKER PRESIDENT TRUSTEE DAUGHTER/FATHER ELLEN VERA FLEQUER VERA SECRETARY VP SPOUSES CYNTHIA PINCHBACK HINES GARY HINES TRUSTEE TRUSTEE SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR WITH THE HELP OF THE PREPARING ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MONITORS COMPLIANCE ON AN ONGOING BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE DIRECTOR IS NOT PAID BY CUCI, BUT RATHER BY THE RELATED ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS MAY BE AVAILABE UPON WRITTEN REQUEST AND UPON APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0347
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0205022
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205753
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IRS990/TotalRevenueGrp/ExclusionAmt070
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0230154
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IRS990/TotReportableCompRltdOrgAmt044000
IRS990/TravelGrp/ProgramServicesAmt01819
IRS990/TravelGrp/TotalAmt01819
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0215 EAST 14TH ST
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
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IRS990/WebsiteAddressTxt0WWW.CINCINNATIUNIONCOOP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN BARKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05134039963
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CINCINNATI UNION COOPERATIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0CINC
ReturnHeader/Filer/EIN0453914880
ReturnHeader/Filer/PhoneNum05134039963
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 EAST 14TH STREET
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311340869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHELDON REDER CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 SPRINGFIELD PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045215
ReturnHeader/PreparerPersonGrp/PhoneNum05137714100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK REDER
ReturnHeader/ReturnTs02015-11-13T09:20:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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