Civic Intelligence

Unifi Realty and Lending

EIN 46-5769121 • 501(c)3 • Long Beach, CA

Profile

Hud approved housing counseling agency providing financial education focused on effective debt management providng consumers with tools and resources and creating affordable housing opportunities to become potential home buyers

3939 Long Beach BlvdLong Beach, CA 90807

greatnonprofits.org/org/unifi-realty-and-lend

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$16,911

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$16,911

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

$40,001

No earlier filing loaded for comparison.

Expenses

$23,090

No earlier filing loaded for comparison.

Net Income

$16,911

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2016: $16,911Net Assets 2016: $16,9112016

Highlighted filing

2016

Assets$16,911
Liabilities-
Net Assets$16,911
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2016: $40,001Expenses 2016: $23,090Net Income 2016: $16,9112016

Highlighted filing

2016

Revenue$40,001
Expenses$23,090
Net Income$16,911
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,911
Liabilities
-
Net assets
$16,911
Revenue
$40,001
Expenses
$23,090
Net income
$16,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$16.9$16.9$40.0$23.1$16.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$40,001
Mission and Program Overview

Mission

Hud approved housing counseling agency providing financial education focused on effective debt management providng consumers with tools and resources and creating affordable housing opportunities to become potential home buyers

Program Services

DescriptionGrantsExpenses
The specific purpose of this coporation is to (i) lessen the burdens of government by providing opportunities for affordable housing for low-income persons and low and moderate income families; (ii) provide home ownership advice and services on a non-profit basis to relieve the distress of low-income persons and families, the elderly, the physicially handicapped and people with special needs; (iii) combat community deterioration and preserve neighborhood stabilitiy by promoting home ownership and community development, which improves housing and economic conditions as is appropriate; (iv assist in the facilitiation of low to moderate income persons and families to secure affordable mortgage financing and brokerage services to support efforts in improving select neighborhoods and communities; (v) provide below-market rate flexible capital and other services in order to increase and preserve homeownership opportunities among underserved low to moderate income households; (vi) provide new housing opportunities and services that will assist in eliminating discrimination and prejudice; and (vii) revitalize and stimulate reinvestment in selected neighborhoods through programs involving a partnership of neighborhood residents, the business community, representatives of local governmental agencies, local financial institutions, and other interested persons.$4,007-
Foreclosure prevention education: Triage Assess provides a plan of action to help families and individuals impacted by foreclosure to help them sustain their homes. This involves helping consumers put the paperwork together to submit to the lender/server or help consumers review their budgets for short term action plans to long term action plans. Consumers in these positions are assisted in not only the financial coaching side, we also help in advocating for consumers when insitutions are not helping consumers during their time for financial hardship. Programs offered and reviewed would make homes affordable and keeping their home in California. At times clients are counseled regarding the disposition of property and relocation to a new residence that our team completes that action plan for how that would be completed.--
Financial empowerment and budget education: Engage consumers in how to manage finances, teach clients to use the Quickbooks Online tools to help in managing finances, review income versus liabilities and versus monthly expenses to find ways to eliminate deficits and create surpluses. Teach how to utlitize surpluses to offset debt and create income to begin to pay off bills and improve credit. Our mission is to teach families and individuals how to create assets and wealth along with saving and living within your means.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE PEOPLES MC GILLPresident & CEO-$0--
MARK MCGILLSecretary-$0--
EVETTE LAWSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Unifi Realty and Lending
EIN
46-5769121
Phone
7144244477
Address
3939 Long Beach Blvd, Long Beach, CA 90807

Signing Officer

Name
Katherine Peoples McGill
Title
President & CEO
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Jensen Accounting
Address
601 Manila Ave, LONG BEACH, CA 90814
Preparer
Lillian Jensen
Phone
5622304351
Supplemental Narrative

Additional Explanations

Other Expenses.1010

“Amortization $583”

Other Expenses.1

“Education & Training $1500”

Other Expenses.2

“Event Expense $1500”

Other Expenses.3

“Meals & Entertainment $607”

Other Expenses.4

“Telephone $500”

Other Assets.1007

“Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $1000”

Other Assets.1012

“Intangible Assets - Beginning $0 Intangible Assets - Ending $2917”

Raw XML Appendix143 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.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt04690
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Financial empowerment and budget education: Engage consumers in how to manage finances, teach clients to use the Quickbooks Online tools to help in managing finances, review income versus liabilities and versus monthly expenses to find ways to eliminate deficits and create surpluses. Teach how to utlitize surpluses to offset debt and create income to begin to pay off bills and improve credit. Our mission is to teach families and individuals how to create assets and wealth along with saving and living within your means.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04007
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030000
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IRS990ScheduleA/TotalSupportAmt030001
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Peoples McGill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Unifi Realty and Lending
ReturnHeader/Filer/BusinessNameControlTxt0UNIF
ReturnHeader/Filer/EIN0465769121
ReturnHeader/Filer/PhoneNum07144244477
ReturnHeader/Filer/USAddress/AddressLine1Txt03939 Long Beach Blvd
ReturnHeader/Filer/USAddress/CityNm0Long Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENSEN ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 Manila Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090814
ReturnHeader/PreparerPersonGrp/PhoneNum05622304351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lillian Jensen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-30T20:02:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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