Civic Intelligence

Unified

990 • Fiscal year 2020 • EIN 46-5366288

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

PO Box 5503Chattanooga, TN 37406

(423) 991-7790

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

28th percentile

-10.0%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

55th percentile

-8.7%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$109,642

Down $33,230 (-23%) from 2019

Net Assets

Down

$109,565

Down $28,106 (-20%) from 2019

Liabilities

Down

$77

Down $5,124 (-99%) from 2019

Revenue

Down

$281,792

Down $26,716 (-8.7%) from 2019

Expenses

Down

$309,898

Down $285,031 (-48%) from 2019

Net Income

Up

-$28,106

Up $258,315 (+90%) from 2019

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

2020

Assets$109,642
Liabilities$77
Net Assets$109,565

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

2020

Revenue$281,792
Expenses$309,898
Net Income-$28,106
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$281,792
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
Cash and Non-Interest-Bearing Accounts$110,406$103,814▼ $6,592
Pledges and Grants Receivable$20,000$0▼ $20,000
Accounts Receivable$2,977$5,639▲ $2,662
Land, Buildings, and Equipment, Net$1,395$183▼ $1,212
Prepaid Expenses and Deferred Charges$94$6▼ $88
Total Assets$142,872$109,642▼ $33,230
Other Assets Total$8,000$0▼ $8,000
Liabilities
Accounts Payable and Accrued Expenses$139$0▼ $139
Other Liabilities$5,062$77▼ $4,985
Total Liabilities$5,201$77▼ $5,124
Net Assets / Fund Balance
Net Assets With Donor Restrictions$36,154$58,175▲ $22,021
Net Assets Without Donor Restrictions$101,517$51,390▼ $50,127
Total Net Assets Fund Balance$137,671$109,565▼ $28,106
Total Liabilities and Net Assets / Fund Balance$142,872$109,642▼ $33,230

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$183$12,093$12,276
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walton RobinsonInterim Executive DirectorFT$58,364$306$58,670

Board Members and Trustees

NameTitle
Dredna VarnerChair
Alison LebovitzBoard Member
Aram PerezBoard Member
Dr Kathleen HuntBoard Member
Jaime Jimenez KernsBoard Member
Janet RaddenBoard Member
Keelah Jackson-harrisBoard Member
Marcellus BarnesBoard Member
Wayne BrownBoard Member
Justin WilkinsSecretary
Dr Joyce HardawayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$281,658
Program Service Revenue
$0
Investment Income
$134
Other Revenue
$0
All Other Contributions
$196,195
Change in Net Assets
$-28,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$247,738
Other Expenses$62,160
Total Fundraising Expense$20,747
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,257$58,821$15,897$158,975
Current Officers, Directors, Trustees, and Key Employees$58,670--$58,670
Payroll Taxes$10,492$4,830$1,332$16,654
Other Employee Benefits$8,332$4,032$1,075$13,439
Occupancy$9,574$1,795$598$11,967
Fees for Services Other$4,995$833$119$5,947
Office Expenses$1,715$913$138$2,766
Information Technology$1,711$910$138$2,759
Fees for Services Accounting-$2,541-$2,541
Insurance$1,508$694$191$2,393
Advertising$1,549--$1,549
Depreciation Depletion$1,212--$1,212
Interest-$588-$588
Other Expenses$404$449$90$404
Fees for Services Legal-$273-$273
Total Functional Expenses$206,691$82,460$20,747$309,898
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Accrual$77
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
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, 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
PO BOX 5503, CHATTANOOGA, TN 37406

Signing Officer

Name
Walton Robinson
Title
Interim Executive Director
Phone
4239917790
Signed
2021-11-01

Organization Details

Principal Officer
Walton Robinson
Formed
2014
Legal Domicile
Tn
Voting Board Members
11
Independent Board Members
11
Employees
27
Volunteers
25

Preparer

Firm
Johnson Hickey & Murchison Pc
Address
2215 OLAN MILLS DRIVE, CHATTANOOGA, TN 37421
Preparer
Linda G England
Phone
4237560052
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IRS990/Desc0UNIFIED CREATES NEIGHBORHOOD-LEVEL TEAMS TO BUILD CONNECTIONS BETWEEN COMMUNITIES AND SCHOOLS. THE OBJECTIVE OF EACH TEAM IS TO CREATE LARGE-SCALE CHANGE WITHIN EACH SCHOOL, AS WELL AS TO SHARE BEST IDEAS AND PRACTICES ACROSS THE ENTIRE SYSTEM. SIMULTANEOUSLY, UNIFIED ADVOCATES FOR ACTION WITH THE SCHOOL BOARD, CITY COUNCIL AND COUNTY COMMISSION. TO MAKE SURE THAT LOCAL GOVERNMENT IS CREATING POLICIES AND FRAMEWORKS IN WHICH STUDENTS CAN THRIVE. UNIFIED WORKS WITH PARENTS, TEACHERS, STUDENTS AND COMMUNITY LEADERS IN ALL NINE SCHOOL BOARD DISTRICTS IN HAMILTON COUNTY.
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt084257
IRS990/OtherSalariesAndWagesGrp/TotalAmt0158975
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01332
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04830
IRS990/PayrollTaxesGrp/ProgramServicesAmt010492
IRS990/PayrollTaxesGrp/TotalAmt016654
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt094
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06
IRS990/PrincipalOfficerNm0WALTON ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0307783
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0585
IRS990/PYOtherExpensesAmt096472
IRS990/PYOtherRevenueAmt0140
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-286421
IRS990/PYSalariesCompEmpBnftPaidAmt0498457
IRS990/PYTotalExpensesAmt0594929
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0308508
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-28106
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION HAS MAINTAINED, AND CLEARLY CONTINUES TO AND PLANS TO MAINTAIN, A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY OR MEMBERSHIP GROUP INVOLVED. UNIFIED HAS A GOVERNING BOARD THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. UNIFIED RECEIVES SUPPORT FROM A REPRESENTATIVE GROUP OF DONORS, CONSIDERING THAT ITS ENTIRE FOCUS IS ON ONE COUNTY IN ONE STATE IN ONE FIELD, EDUCATION.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0281658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0307783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0710517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0635904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0650941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02586803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0803
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01073
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01073
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30870
IRS990ScheduleA/PublicSupportPY170Pct00.23490
IRS990ScheduleA/PublicSupportTotal170Amt0799017
IRS990ScheduleA/SubstantialContributorsTotAmt01787786
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0281658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0307783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0710517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0635904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0650941
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02586803
IRS990ScheduleA/TotalSupportAmt02588679
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus1Amt012443
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus2Amt012055
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus3Amt048705
IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/TotalAmt073203
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt028481
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt030589
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt032742
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt091812
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0113926
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0122356
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0130968
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0367250
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt048487
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt012160
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt053237
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt0113884
IRS990ScheduleC/GrassrootsCeilingAmt0137718
IRS990ScheduleC/LobbyingCeilingAmt0550875
IRS990ScheduleD/EquipmentGrp/BookValueAmt0183
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012093
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012276
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt077
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL ACCRUAL
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0183
IRS990ScheduleD/TotalLiabilityAmt077
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0142872
IRS990/TotalAssetsEOYAmt0109642
IRS990/TotalAssetsGrp/BOYAmt0142872
IRS990/TotalAssetsGrp/EOYAmt0109642
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0281658
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020747
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206691
IRS990/TotalFunctionalExpensesGrp/TotalAmt0309898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05201
IRS990/TotalLiabilitiesEOYAmt077
IRS990/TotalLiabilitiesGrp/BOYAmt05201
IRS990/TotalLiabilitiesGrp/EOYAmt077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0137671
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0109565
IRS990/TotalOtherCompensationAmt0306
IRS990/TotalProgramServiceExpensesAmt0206691
IRS990/TotalReportableCompFromOrgAmt058364

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