Civic Intelligence

Unified

990 • Fiscal year 2018 • EIN 46-5366288

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

1609 Mccallie AvenueChattanooga, TN 37404

(423) 991-7790

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$434,120

Up $62,998 (+17%) from 2017

Net Assets

Up

$424,091

Up $53,441 (+14%) from 2017

Liabilities

Up

$10,029

Up $9,557 (+2025%) from 2017

Revenue

Up

$711,599

Up $75,670 (+12%) from 2017

Expenses

Down

$649,041

Down $57,413 (-8.1%) from 2017

Net Income

Up

$62,558

Up $133,083 (+189%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $266,497Liabilities 2014: $0Net Assets 2014: $266,4972014Assets 2015: $268,828Liabilities 2015: $0Net Assets 2015: $268,8282015Assets 2016: $444,750Liabilities 2016: $3,575Net Assets 2016: $441,1752016Assets 2017: $371,122Liabilities 2017: $472Net Assets 2017: $370,6502017Assets 2018: $434,120Liabilities 2018: $10,029Net Assets 2018: $424,0912018Assets 2019: $142,872Liabilities 2019: $5,201Net Assets 2019: $137,6712019Assets 2020: $109,642Liabilities 2020: $77Net Assets 2020: $109,5652020Assets 2021: $168,297Liabilities 2021: $97Net Assets 2021: $168,2002021Assets 2022: $119,437Liabilities 2022: $7,873Net Assets 2022: $111,5642022Assets 2023: $15,630Liabilities 2023: $525Net Assets 2023: $15,1052023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$434,120
Liabilities$10,029
Net Assets$424,091

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $533,389Expenses 2014: $266,892Net Income 2014: $266,4972014Revenue 2015: $477,261Expenses 2015: $474,930Net Income 2015: $2,3312015Revenue 2016: $650,991Expenses 2016: $478,644Net Income 2016: $172,3472016Revenue 2017: $635,929Expenses 2017: $706,454Net Income 2017: -$70,5252017Revenue 2018: $711,599Expenses 2018: $649,041Net Income 2018: $62,5582018Revenue 2019: $308,508Expenses 2019: $594,929Net Income 2019: -$286,4212019Revenue 2020: $281,792Expenses 2020: $309,898Net Income 2020: -$28,1062020Revenue 2021: $309,855Expenses 2021: $251,220Net Income 2021: $58,6352021Revenue 2022: $299,236Expenses 2022: $355,872Net Income 2022: -$56,6362022Revenue 2023: $191,415Expenses 2023: $293,441Net Income 2023: -$102,0262023Revenue 2024: $0Expenses 2024: $11,005Net Income 2024: -$11,0052024

Highlighted filing

2018

Revenue$711,599
Expenses$649,041
Net Income$62,558
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$711,599
Mission and Program Overview

Mission

Unified believes that if citizens are informed about why education matters, what works in the classroom, and how anyone can help, then we can build better schools. Unified gets involved in education, by getting the public involved. Uniting parents, community members, teachers, and elected officials in support of students, so every child in our care has access to the best educational opportunities.

To achieve equitable and excellent public schools for hamilton county students by creating systemic change through advocacy, grassroots organizing, and building community power.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$60,000$320,000▲ $260,000
Cash and Non-Interest-Bearing Accounts$274,979$106,075▼ $168,904
Land, Buildings, and Equipment, Net$5,119$3,484▼ $1,635
Prepaid Expenses and Deferred Charges$286$101▼ $185
Accounts Receivable$14,695$90▼ $14,605
Total Assets$371,122$434,120▲ $62,998
Other Assets Total$16,043$4,370▼ $11,673
Liabilities
Other Liabilities$472$8,289▲ $7,817
Accounts Payable and Accrued Expenses-$1,740-
Total Liabilities$472$10,029▲ $9,557
Net Assets / Fund Balance
Temporarily Rstr Net Assets$0$322,574▲ $322,574
Unrestricted Net Assets$370,650$101,517▼ $269,133
Total Net Assets Fund Balance$370,650$424,091▲ $53,441
Total Liabilities and Net Assets / Fund Balance$371,122$434,120▲ $62,998

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,484$8,792$12,276
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edna VarnerChair
Alison LebovitzBoard Member
Aram PerezBoard Member
David EichenthalBoard Member
Jeffrey WilsonBoard Member
Marcellus BarnesBoard Member
Miranda PerezBoard Member
Wayne BrownBoard Member
Wonjen BagleyBoard Member
Justin WilkinsSecretary
Dr Joyce HardawayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$710,517
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$1,073
All Other Contributions
$710,029
Change in Net Assets
$62,558

Audited Revenue Reconciliation

Revenue per Audited Statements
$711,600
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$711,600
Total Revenue per Form 990
$711,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$540,345
Other Expenses$108,696
Total Fundraising Expense$23,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$304,244$111,479$38,048$453,771
Fees for Services Other$58,939$517$1,339$60,795
Other Employee Benefits$32,352$10,025$3,190$45,567
Payroll Taxes$29,115$9,022$2,870$41,007
Occupancy$13,839$4,288$1,364$19,491
Other Expenses$6,269$1,942$618$8,829
Insurance$3,590$1,112$354$5,056
Fees for Services Accounting-$4,323-$4,323
Depreciation Depletion-$2,416-$2,416
Fees for Services Legal-$1,687-$1,687
All Other Expenses$-20,971$-14,513$-26,115$-61,599
Total Functional Expenses$491,239$134,422$23,380$649,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$649,041
Total Expenses per Audited Statements$649,041
Total Expenses per Form 990$649,041
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Accrual$8,289
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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, Section B, Line 11B

Unified relies on preparation of the federal form 990 by a certified public accounting firm. A draft form is presented to the board of directors for approval. The board votes on form 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

A director has a duty to disclose any conflict of interest or any situation that may have the appearance of a conflict of interest, each director will be required to abide by all conflict of interest policies adopted by the board from time to time and will be required to execute on an annual basis a commitment indicating his or her agreement to abide by that conflict of interest policy.

Form 990, Part VI, Section C, Line 19

Unified makes items available to the public only upon request.

Filing and Contact Details

Filer

Filer Name
Unified
EIN
46-5366288
Phone
4239917790
Address
1609 MCCALLIE AVENUE, CHATTANOOGA, TN 37404

Signing Officer

Name
John Barriere
Title
Executive Director
Phone
4239917790
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Barriere
Formed
2014
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
34
Volunteers
114

Preparer

Firm
Henderson Hutcherson & Mccullough Pllc
Address
1200 MARKET STREET, CHATTANOOGA, TN 37402
Preparer
Kim Huskey CPA
Phone
4237567771
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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/PayrollTaxesGrp/FundraisingAmt02870
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09022
IRS990/PayrollTaxesGrp/ProgramServicesAmt029115
IRS990/PayrollTaxesGrp/TotalAmt041007
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0320000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0286
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101
IRS990/PrincipalOfficerNm0JOHN BARRIERE
IRS990/PriorPeriodAdjustmentsAmt0-9117
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0635904
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025
IRS990/PYOtherExpensesAmt0259353
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-70525
IRS990/PYSalariesCompEmpBnftPaidAmt0447101
IRS990/PYTotalExpensesAmt0706454
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0635929
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt062558
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0710517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0635904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0650941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0477221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0533374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03007957
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0138
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01073
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01073
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0614006
IRS990ScheduleA/SubstantialContributorsTotAmt02393951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0710517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0635904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0650941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0477221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0533374
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03007957
IRS990ScheduleA/TotalSupportAmt03009168
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearAmt012055
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus1Amt048705
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt060760
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt030589
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt032742
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt063331
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0122356
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0130968
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0253324
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt012160
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt053237
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt065397
IRS990ScheduleC/GrassrootsCeilingAmt094997
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt030589
IRS990ScheduleC/LobbyingCeilingAmt0379986
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0122356
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0636881
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0105
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0649041
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt012055
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt012160
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03484
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08792
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012276
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0649041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08289
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL ACCRUAL
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0711600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03484
IRS990ScheduleD/TotalExpensesPerForm990Amt0649041
IRS990ScheduleD/TotalLiabilityAmt08289
IRS990ScheduleD/TotalRevenuePerForm990Amt0711600
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0711600
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0649041
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIFIED RELIES ON PREPARATION OF THE FEDERAL FORM 990 BY A CERTIFIED PUBLIC ACCOUNTING FIRM. A DRAFT FORM IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD VOTES ON FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DIRECTOR HAS A DUTY TO DISCLOSE ANY CONFLICT OF INTEREST OR ANY SITUATION THAT MAY HAVE THE APPEARANCE OF A CONFLICT OF INTEREST, EACH DIRECTOR WILL BE REQUIRED TO ABIDE BY ALL CONFLICT OF INTEREST POLICIES ADOPTED BY THE BOARD FROM TIME TO TIME AND WILL BE REQUIRED TO EXECUTE ON AN ANNUAL BASIS A COMMITMENT INDICATING HIS OR HER AGREEMENT TO ABIDE BY THAT CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNIFIED MAKES ITEMS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0322574
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0371122
IRS990/TotalAssetsEOYAmt0434120
IRS990/TotalAssetsGrp/BOYAmt0371122
IRS990/TotalAssetsGrp/EOYAmt0434120
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0710517
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023380
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0134422
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0491239
IRS990/TotalFunctionalExpensesGrp/TotalAmt0649041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0472
IRS990/TotalLiabilitiesEOYAmt010029
IRS990/TotalLiabilitiesGrp/BOYAmt0472
IRS990/TotalLiabilitiesGrp/EOYAmt010029
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0424091
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0491239
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01082
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

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