Civic Intelligence

The Union

990EZ • Fiscal year 2019 • EIN 74-3063424

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 02, 2019

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

96th percentile

1.42x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

35th percentile

-2.0%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$49,523

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 55.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,551

Down $854 (-36%) from 2018

Net Assets

Down

-$652

Down $1,818 (-156%) from 2018

Liabilities

Up

$2,203

Up $964 (+78%) from 2018

Revenue

Down

$89,306

Down $112 (-0.1%) from 2018

Expenses

Down

$91,124

Down $1,053 (-1.1%) from 2018

Net Income

Up

-$1,818

Up $941 (+34%) from 2018

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

2019

Assets$1,551
Liabilities$2,203
Net Assets-$652

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

2019

Revenue$89,306
Expenses$91,124
Net Income-$1,818
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 2, 2019
Return Version
2018v3.1
Gross Receipts
$89,306
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$91,124
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna TennaroExec DirectorFT$49,523-$49,523
Joanna NevilleBoard Member-$0--
Allen Lewis HayterVice President (Former Treasurer)-$0--
Gwendolya Kae HayterPresident-$0--
Kristine KeglovitzSecretary-$0--
Mary Ann KentTreasurer (Former Vice 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
2019-12-02
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: 4,179. Total to Form 990-EZ, line 14: 4,683.

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

Description: Activities. Amount: 6,965. Description: Meals. Amount: 849. Description: Telephone. Amount: 3,134. Description: Insurance. Amount: 4,081. Description: Licenses, fees, & dues. Amount: 170. Description: Office. Amount: 2,144. Description: Payroll taxes. Amount: 5,850. Description: Stipend. Amount: 1,909. Total to Form 990-EZ, line 16: 25,102.

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

Description: Other Depreciable Assets. Beg. of Year Amount: 2,055. End of Year Amount: 1,551.

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

Description: Payroll liabilities. Beg. of Year Amount: 1,239. End of Year Amount: 1,094. Description: Administrative Overdraft. Beg. of Year Amount: 0. End of Year Amount: 1,109.

Raw XML Appendix185 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/PersonNm2Allen Lewis Hayter
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary Ann Kent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President (Former Treasurer)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer (Former Vice President)
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0732
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Depreciation. Amount: 504. Description: Other Expenses. Amount: 4,179. Total to Form 990-EZ, line 14: 4,683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Activities. Amount: 6,965. Description: Meals. Amount: 849. Description: Telephone. Amount: 3,134. Description: Insurance. Amount: 4,081. Description: Licenses, fees, & dues. Amount: 170. Description: Office. Amount: 2,144. Description: Payroll taxes. Amount: 5,850. Description: Stipend. Amount: 1,909. Total to Form 990-EZ, line 16: 25,102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Other Depreciable Assets. Beg. of Year Amount: 2,055. End of Year Amount: 1,551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Payroll liabilities. Beg. of Year Amount: 1,239. End of Year Amount: 1,094. Description: Administrative Overdraft. Beg. of Year Amount: 0. End of Year Amount: 1,109.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Donna Tennaro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Exec Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05414743319
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-02
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/AtSubmissionCreationDeviceId01161BE8252A06329CF704B710F57389B58CE163C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA55F9E3A74EE8DFF3F3754F13C82789BA63CC6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.115.12.132
ReturnHeader/FilingSecurityInformation/IPDt02019-12-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:51:42
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/ReturnTs02020-04-20T12:11:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings