Civic Intelligence

The Union

990EZ • Fiscal year 2018 • EIN 74-3063424

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

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

90th percentile

0.52x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-3.1%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$52,506

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 58.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

47th percentile

-0.4%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Down

$2,405

Down $2,667 (-53%) from 2017

Net Assets

Down

$1,166

Down $2,759 (-70%) from 2017

Liabilities

Up

$1,239

Up $92 (+8.0%) from 2017

Revenue

Down

$89,418

Down $330 (-0.4%) from 2017

Expenses

Down

$92,177

Down $3,435 (-3.6%) from 2017

Net Income

Up

-$2,759

Up $3,105 (+53%) from 2017

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

2018

Assets$2,405
Liabilities$1,239
Net Assets$1,166

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

2018

Revenue$89,418
Expenses$92,177
Net Income-$2,759
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$89,418
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$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna TennaroExec DirectorFT$52,506-$52,506
Joanna NevilleBoard Member-$0--
Allen Lewis HayterTreasurer-$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
2018-11-14
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 14

Description: Depreciation. Amount: 504. Description: Other Expenses. Amount: 3,519. Total to Form 990-EZ, line 14: 4,023.

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

Description: Activities. Amount: 6,624. Description: Advertising. Amount: 10. Description: Meals. Amount: 664. Description: Travel/Mileage. Amount: 1,011. Description: Telephone. Amount: 3,604. Description: Insurance. Amount: 4,743. Description: Licenses, fees, & dues. Amount: 837. Description: Office. Amount: 1,425. Description: Payroll taxes. Amount: 4,689. Total to Form 990-EZ, line 16: 23,607.

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

Description: Other Depreciable Assets. Beg. of Year Amount: 2,559. End of Year Amount: 2,055.

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

Description: Payroll liabilities. Beg. of Year Amount: 1,147. End of Year Amount: 1,239.

Raw XML Appendix187 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/PersonNm0Joanna Neville
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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/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02559
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02055
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023607
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Assisting mentally ill clients for daily support structure along with educational and life skills training.
IRS990EZ/ProgramServiceRevenueAmt089256
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070070
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IRS990ScheduleA/PublicSupportCY509Pct00.84740
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt052166
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt075581
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Depreciation. Amount: 504. Description: Other Expenses. Amount: 3,519. Total to Form 990-EZ, line 14: 4,023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Activities. Amount: 6,624. Description: Advertising. Amount: 10. Description: Meals. Amount: 664. Description: Travel/Mileage. Amount: 1,011. Description: Telephone. Amount: 3,604. Description: Insurance. Amount: 4,743. Description: Licenses, fees, & dues. Amount: 837. Description: Office. Amount: 1,425. Description: Payroll taxes. Amount: 4,689. Total to Form 990-EZ, line 16: 23,607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Other Depreciable Assets. Beg. of Year Amount: 2,559. End of Year Amount: 2,055.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Payroll liabilities. Beg. of Year Amount: 1,147. End of Year Amount: 1,239.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Tennaro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05414743319
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId059A6B238E1D9C2B05249CB931D82E5890EFBEA77
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA55F9E3A74EE8DFF3F3754F13C82789BA63CC6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.115.12.132
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:07:52
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/ReturnTs02019-05-09T17:26:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings