Civic Intelligence

The Unify Project

990 • Fiscal year 2018 • EIN 82-3605707

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 09, 2020

1151 North Marginal RdCleveland, OH 44114

(888) 410-6444

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.01x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

4.26x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

90th percentile

$209,833

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

100th percentile

1737%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Assets

Up

$4,600,645

Up $4,350,165 (+1737%) from 2017

Net Assets

Flat

-$38,896

Flat from 2017

Liabilities

Up

$4,639,541

Up $4,350,165 (+1503%) from 2017

Revenue

Up

$1,090,032

Up $1,090,032 from 2017

Expenses

Up

$1,090,032

Up $1,051,136 (+2702%) from 2017

Net Income

Up

$0

Up $38,896 (+100%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2017: $250,480Liabilities 2017: $289,376Net Assets 2017: -$38,8962017Assets 2018: $4,600,645Liabilities 2018: $4,639,541Net Assets 2018: -$38,8962018Assets 2018: $4,600,645Liabilities 2018: $4,639,541Net Assets 2018: -$38,8962018Assets 2019: $176,777Liabilities 2019: $1,052,906Net Assets 2019: -$876,1292019Assets 2020: $222,014Liabilities 2020: $2,407,921Net Assets 2020: -$2,185,9072020Assets 2021: $3,215,832Liabilities 2021: $4,109,193Net Assets 2021: -$893,3612021Assets 2022: $3,151,342Liabilities 2022: $4,072,315Net Assets 2022: -$920,9732022Assets 2023: $3,159,636Liabilities 2023: $4,055,553Net Assets 2023: -$895,9172023

Highlighted filing

2018

Assets$4,600,645
Liabilities$4,639,541
Net Assets-$38,896

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2017: $0Expenses 2017: $38,896Net Income 2017: -$38,8962017Revenue 2018: $1,090,032Expenses 2018: $1,090,032Net Income 2018: $02018Revenue 2018: $1,090,032Expenses 2018: $1,090,032Net Income 2018: $02018Revenue 2019: $1,456,274Expenses 2019: $2,293,507Net Income 2019: -$837,2332019Revenue 2020: $168,464Expenses 2020: $1,478,242Net Income 2020: -$1,309,7782020Revenue 2021: $133,373Expenses 2021: $941,877Net Income 2021: -$808,5042021Revenue 2022: $99,368Expenses 2022: $126,980Net Income 2022: -$27,6122022Revenue 2023: $47,377Expenses 2023: $22,321Net Income 2023: $25,0562023

Highlighted filing

2018

Revenue$1,090,032
Expenses$1,090,032
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 9, 2020
Return Version
2018v3.2
Gross Receipts
$1,090,032
Mission and Program Overview

Mission

The unify project is leveraging advanced technologies to unify socioeconomic data at scale and provide insights about how to achieve inclusive economic growth and shared prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$250,480$133,581▼ $116,899
Land, Buildings, and Equipment, Net$0$29,490▲ $29,490
Prepaid Expenses and Deferred Charges$0$27,574▲ $27,574
Pledges and Grants Receivable$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-38,896$-38,896→ $0
Total Assets$250,480$190,645▼ $59,835
Liabilities
Accounts Payable and Accrued Expenses$38,876$151,879▲ $113,003
Deferred Revenue$0$44,735▲ $44,735
Other Liabilities$250,500$32,927▼ $217,573
Total Liabilities$289,376$229,541▼ $59,835
Net Assets / Fund Balance
Total Net Assets Fund Balance$-38,896$-38,896→ $0
Total Liabilities and Net Assets / Fund Balance$250,480$190,645▼ $59,835

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,490$3,533$33,023
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sharon S JordanChief Executive OfficerFT$209,833$209,833
Sunny K NixonChief Administrative Officer & Senior CounselFT$121,058$121,058

Board Members and Trustees

NameTitle
Stephen J MchalePresident & Founding Director
Charles Lougheed IiiFounding Director
Paul ClarkFounding Director
Susan Dee HaslamFounding Director
Akram Boutros MdPublic Director
August NapoliPublic Director
Barbara R SnyderPublic Director
Eric GordonPublic Director
Jeffrey K PattersonPublic Director
Ronald B RichardPublic Director
Thomas F Zenty IiiPublic Director
Tomislav MihalovicPublic Director
James HickeySecretary, Treasurer, & Founding Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,090,000
Program Service Revenue
$0
Investment Income
$32
Other Revenue
$0
All Other Contributions
$1,090,000
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$635,397
Other Expenses$454,635
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$330,891-$330,891
Fees for Services Other-$238,235-$238,235
Other Salaries and Wages-$234,602-$234,602
Fees for Services Legal-$81,124-$81,124
Payroll Taxes-$36,581-$36,581
Other Employee Benefits-$33,323-$33,323
Conferences and Meetings-$16,014-$16,014
Information Technology-$10,807-$10,807
Travel-$7,826-$7,826
All Other Expenses-$5,147-$5,147
Other Expenses-$4,748-$4,748
Office Expenses-$4,440-$4,440
Occupancy-$4,265-$4,265
Depreciation Depletion-$3,533-$3,533
Fees for Services Accounting-$2,622-$2,622
Insurance-$1,821-$1,821
Advertising-$48-$48
Total Functional Expenses$0$1,090,032$0$1,090,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$32,927
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Founding members and public members have the ability to elect certain directors to the board in accordance with our bylaws.

Form 990, Part VI, Section A, Line 7B

Founding members and public members have the ability to elect certain directors to the board in accordance with our bylaws.

Form 990, Part VI, Section B, Line 11B

The company reviewed the 990 internally and then prepared a summary of it, both of which were presented to the board of directors for their review and approval. Unanimous approval of the 990 was received prior to filing.

Form 990, Part VI, Section B, Line 12C

Disclose annually during board meeting. Any new/potential conflicts are brought to ceo and board president.

Form 990, Part VI, Section B, Line 15

The board sets compensation of the ceo via annual compensation and performance review headed by cfo and compensation task force. The task force uses comparability data, as well as discussion and deliberation, to determine compensation. Cfo and compensation task force also approve compensation studies and philosophies for other top roles as needed.

Form 990, Part VI, Section C, Line 19

The organization makes its tax return available to public inspection upon request.

Filing and Contact Details

Filer

Filer Name
The Unify Project
EIN
82-3605707
Phone
8884106444
Address
1151 NORTH MARGINAL RD, CLEVELAND, OH 44114

Signing Officer

Name
Stephen J Mchale
Title
President and Founding Director
Phone
8884106444
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Mchale
Formed
2017
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
3

Preparer

Firm
Cohen & Company Ltd
Address
OFFICES LISTED AT, WWWCOHENCPACOM, OH 44115
Preparer
Cathleen S Lorenz
Phone
8002291099
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

In 2018, unify engaged in developing its technology and data architecture to provide data analytics tools to assist its supported organizations better achieve their charitable purposes. Unify also engaged in developing its data strategy and provided early insights from the knowledge generated throughout the year to its supported organizations

Form 990, Part IX, Line 11G

Consulting fees: program service expenses 0. Management and general expenses 179,355. Fundraising expenses 0. Total expenses 179,355. Architectural services: program service expenses 0. Management and general expenses 8,880. Fundraising expenses 0. Total expenses 8,880. Technology development: program service expenses 0. Management and general expenses 50,000. Fundraising expenses 0. Total expenses 50,000.

Amended Return - Form 990, Part X, Lines 3 and 19

On the originally filed tax return, the organization accrued a pledge receivable and associated deferred revenue in the amount of $4,410,000 because of a promise, not a pledge, that was made in that amount to the organization. The organization is amending the 2018 tax return to remove the amount from pledge receivable and deferred revenue because the amount was not a pledge.

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IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT & FOUNDING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY, TREASURER, & FOUNDING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF ADMINISTRATIVE OFFICER & SENIOR COUNSEL
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033323
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26678
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IRS990/OtherExpensesGrp/TotalAmt122592
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036581
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027574
IRS990/PrincipalOfficerNm0STEPHEN J MCHALE
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
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IRS990ScheduleA/SupportedOrganizationsCnt08
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNVIERSITY
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3METROHEALTH SYSTEM
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6UNITED WAY OF GREATER CLEVELAND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7CUYAHOGA METROPOLITAN HOUSING AUTHORITY
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IRS990ScheduleD/EquipmentGrp/BookValueAmt029490
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

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