Civic Intelligence

Union 84 Trust

990PF • Fiscal year 2023 • EIN 81-3406459

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 05, 2024

PO Box 2327Georgetown, TX 78627

(512) 354-1115

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,787,529

Up $311,406 (+13%) from 2022

Net Assets

Up

$2,787,529

Up $311,406 (+13%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Up

$369,930

Up $89,936 (+32%) from 2022

Expenses

Down

$58,524

Down $51,828 (-47%) from 2022

Net Income

Up

$311,406

Up $141,764 (+84%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $950,000Liabilities 2016: $0Net Assets 2016: $950,0002016Assets 2017: $1,475,253Liabilities 2017: $0Net Assets 2017: $1,475,2532017Assets 2018: $2,117,936Liabilities 2018: $0Net Assets 2018: $2,117,9362018Assets 2019: $2,061,933Liabilities 2019: $1Net Assets 2019: $2,061,9332019Assets 2020: $2,198,098Liabilities 2020: $1Net Assets 2020: $2,198,0982020Assets 2021: $2,306,480Liabilities 2021: $1Net Assets 2021: $2,306,4802021Assets 2022: $2,476,123Liabilities 2022: $1Net Assets 2022: $2,476,1232022Assets 2023: $2,787,529Liabilities 2023: $1Net Assets 2023: $2,787,5292023Assets 2024: $3,015,579Liabilities 2024: $0Net Assets 2024: $3,015,5792024Assets 2025: $3,030,684Liabilities 2025: $0Net Assets 2025: $3,030,6842025

Highlighted filing

2023

Assets$2,787,529
Liabilities$1
Net Assets$2,787,529

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2016: $1,000,000Expenses 2016: $50,000Net Income 2016: $950,0002016Revenue 2017: $555,306Expenses 2017: $30,053Net Income 2017: $525,2532017Revenue 2018: $699,806Expenses 2018: $56,000Net Income 2018: $643,8062018Revenue 2019: $249,614Expenses 2019: $301,577Net Income 2019: -$51,9632019Revenue 2020: $152,804Expenses 2020: $12,520Net Income 2020: $140,2842020Revenue 2021: $238,537Expenses 2021: $130,155Net Income 2021: $108,3822021Revenue 2022: $279,994Expenses 2022: $110,352Net Income 2022: $169,6422022Revenue 2023: $369,930Expenses 2023: $58,524Net Income 2023: $311,4062023Revenue 2024: $309,642Expenses 2024: $81,592Net Income 2024: $228,0502024Revenue 2025: $172,942Expenses 2025: $157,837Net Income 2025: $15,1052025

Highlighted filing

2023

Revenue$369,930
Expenses$58,524
Net Income$311,406
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 5, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vincent M DiMare JrTrusteePT$0--
Janice D DiMareTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Union 84 Trust
EIN
81-3406459
Address
PO Box 2327, Georgetown, TX 78627

Signing Officer

Name
Vincent DiMare
Title
Trustee
Phone
5126331816
Signed
2024-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Currier Law Firm PLLC
Address
147 Lone Star Lane, Blanco, TX 78606
Preparer
Gary I Currier
Phone
5123541115
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Brookwood Community Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Grand 1894 Opera House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Ride On Center for Kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Christine Sullivan Foundation
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary I Currier
ReturnHeader/ReturnTs02024-04-01T10:03:53-04:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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