Civic Intelligence

The Union

990EZ • Fiscal year 2016 • EIN 74-3063424

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

106 NW F Street PMB 56Grants Pass, OR 97526

(541) 474-3319

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

91st percentile

$46,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 45.3% of source-year revenue.

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

Asset Growth

98th percentile

463%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$10,900

Up $8,963 (+463%) from 2015

Net Assets

Up

$9,789

Up $8,930 (+1040%) from 2015

Liabilities

Up

$1,111

Up $33 (+3.1%) from 2015

Revenue

Up

$101,440

Up $11,577 (+13%) from 2015

Expenses

Down

$92,510

Down $4,533 (-4.7%) from 2015

Net Income

Up

$8,930

Up $16,110 (+224%) from 2015

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0-$5.0KAssets 2011: $9,088Liabilities 2011: $1,4532011Assets 2012: $9,053Liabilities 2012: $6922012Assets 2013: $6,188Liabilities 2013: $1,622Net Assets 2013: $4,5662013Assets 2014: $9,769Liabilities 2014: $1,730Net Assets 2014: $8,0392014Assets 2015: $1,937Liabilities 2015: $1,078Net Assets 2015: $8592015Assets 2016: $10,900Liabilities 2016: $1,111Net Assets 2016: $9,7892016Assets 2017: $5,072Liabilities 2017: $1,147Net Assets 2017: $3,9252017Assets 2018: $2,405Liabilities 2018: $1,239Net Assets 2018: $1,1662018Assets 2019: $1,551Liabilities 2019: $2,203Net Assets 2019: -$6522019

Highlighted filing

2016

Assets$10,900
Liabilities$1,111
Net Assets$9,789

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $100,112Expenses 2011: $124,303Net Income 2011: -$24,1912011Revenue 2012: $17,536Expenses 2012: $16,810Net Income 2012: $7262012Revenue 2013: $105,547Expenses 2013: $118,710Net Income 2013: -$13,1632013Revenue 2014: $124,912Expenses 2014: $121,239Net Income 2014: $3,6732014Revenue 2015: $89,863Expenses 2015: $97,043Net Income 2015: -$7,1802015Revenue 2016: $101,440Expenses 2016: $92,510Net Income 2016: $8,9302016Revenue 2017: $89,748Expenses 2017: $95,612Net Income 2017: -$5,8642017Revenue 2018: $89,418Expenses 2018: $92,177Net Income 2018: -$2,7592018Revenue 2019: $89,306Expenses 2019: $91,124Net Income 2019: -$1,8182019

Highlighted filing

2016

Revenue$101,440
Expenses$92,510
Net Income$8,930
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$101,470
Mission and Program Overview

Mission

Assisting mentally ill clients for daily support structure along with educational and life skills training.

Program Services

DescriptionGrantsExpenses
Providing a gateway into society for developmentally disabled adults. Assisting with transitional adjustments.$0$92,510
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna TennaroExec DirectorFT$46,000-$46,000
Joanna NevilleBoard Member-$0--
Allen Lewis HayterTresurer-$0--
Gwendolya Kae HayterPresident-$0--
Kirstine KeglovitzSecretary-$0--
Mary Ann KentVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Union
EIN
74-3063424
Phone
5414743319
Address
106 NW F Street PMB 56, Grants Pass, OR 97526

Signing Officer

Name
Donna Tennaro
Title
Exec Director
Phone
5414743319
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia Harelson CPA Pc
Address
BOX 1537, GRANTS PASS, OR 97528
Preparer
Cynthia Harelson
Phone
5414799775
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 132. Returns and Allowances: 0. Less Cost of Goods Sold: 30. Gross Profit: 102. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 30. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 30.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Bank interest. Amount: 134.

Form 990-EZ, Part I, Line 14

Description: Depreciation. Amount: 627. Description: Other Expenses. Amount: 4,437. Total to Form 990-EZ, line 14: 5,064.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Activities. Amount: 6,565. Description: Meals. Amount: 560. Description: Travel/Mileage. Amount: 1,761. Description: Telephone. Amount: 3,815. Description: Insurance. Amount: 6,310. Description: Licenses, fees, & dues. Amount: 346. Description: Office. Amount: 821. Description: Stipend. Amount: 195. Total to Form 990-EZ, line 16: 20,373.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Other Depreciable Assets. Beg. of Year Amount: 165. End of Year Amount: 3,063.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Payroll liabilities. Beg. of Year Amount: 1,078. End of Year Amount: 1,111.

Raw XML Appendix180 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joanna Neville
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donna Tennaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allen Lewis Hayter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gwendolya Kae Hayter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kirstine Keglovitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary Ann Kent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Tresurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt0134
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IRS990EZ/ProgramServiceRevenueAmt089016
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 132. Returns and Allowances: 0. Less Cost of Goods Sold: 30. Gross Profit: 102. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 0. Cost of Labor: 0. Materials and Supplies: 30. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank interest. Amount: 134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Depreciation. Amount: 627. Description: Other Expenses. Amount: 4,437. Total to Form 990-EZ, line 14: 5,064.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Activities. Amount: 6,565. Description: Meals. Amount: 560. Description: Travel/Mileage. Amount: 1,761. Description: Telephone. Amount: 3,815. Description: Insurance. Amount: 6,310. Description: Licenses, fees, & dues. Amount: 346. Description: Office. Amount: 821. Description: Stipend. Amount: 195. Total to Form 990-EZ, line 16: 20,373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Other Depreciable Assets. Beg. of Year Amount: 165. End of Year Amount: 3,063.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Payroll liabilities. Beg. of Year Amount: 1,078. End of Year Amount: 1,111.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Tennaro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05414743319
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Union
ReturnHeader/Filer/BusinessNameControlTxt0THEU
ReturnHeader/Filer/EIN0743063424
ReturnHeader/Filer/PhoneNum05414743319
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 NW F Street PMB 56
ReturnHeader/Filer/USAddress/CityNm0Grants Pass
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200461947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CYNTHIA HARELSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0BOX 1537
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANTS PASS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097528
ReturnHeader/PreparerPersonGrp/PhoneNum05414799775
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia Harelson
ReturnHeader/ReturnTs02016-11-14T11:38:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings