Civic Intelligence

The Unify Project

990 • Fiscal year 2019 • EIN 82-3605707

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 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

100th percentile

5.96x

Higher debt load relative to assets than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.72x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-57%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$267,500

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

1st percentile

-96%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$176,777

Down $4,423,868 (-96%) from 2018

Net Assets

Down

-$876,129

Down $837,233 (-2152%) from 2018

Liabilities

Down

$1,052,906

Down $3,586,635 (-77%) from 2018

Revenue

Up

$1,456,274

Up $366,242 (+34%) from 2018

Expenses

Up

$2,293,507

Up $1,203,475 (+110%) from 2018

Net Income

Down

-$837,233

Down $837,233 from 2018

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 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

2019

Assets$176,777
Liabilities$1,052,906
Net Assets-$876,129

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 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

2019

Revenue$1,456,274
Expenses$2,293,507
Net Income-$837,233
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$1,456,274
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
Loans From Officers Directors-$950,000-
Cash and Non-Interest-Bearing Accounts$133,581$96,582▼ $36,999
Land, Buildings, and Equipment, Net$29,490$60,273▲ $30,783
Prepaid Expenses and Deferred Charges$27,574$18,669▼ $8,905
Pledges and Grants Receivable$0$1,253▲ $1,253
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$-876,129▼ $837,233
Total Assets$190,645$176,777▼ $13,868
Liabilities
Accounts Payable and Accrued Expenses$151,879$67,495▼ $84,384
Deferred Revenue$44,735$0▼ $44,735
Other Liabilities$32,927$35,411▲ $2,484
Total Liabilities$229,541$1,052,906▲ $823,365
Net Assets / Fund Balance
Total Net Assets Fund Balance$-38,896$-876,129▼ $837,233
Total Liabilities and Net Assets / Fund Balance$190,645$176,777▼ $13,868

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$60,273$24,582$84,855
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon Sobol JordanCEO (before 11/13/19), PresidentFT$267,500-$267,500
Brian HeathVP of Predictve AnalyticsFT$190,950$60,016$250,966
Eamon JohnsonVP of EngineeringFT$136,500-$136,500
Richard PiiparinenVP of Strategic InsightsFT$129,514-$129,514
Adam FishmanLead Big Data EngineerFT$101,385-$101,385
Jessica CohenVP of External AffairsFT$100,721-$100,721

Board Members and Trustees

NameTitle
Stephen J MchaleChair (before 11/13/19), Unpaid CEO
James HickeySec-treas. (before 11/13/19), Chair
Akram Boutros MdDirector
August NapoliDirector
Barbara R SnyderDirector
Charles Lougheed IiiDirector
Dr Alex JohnsonDirector
Eric GordonDirector
Erika Rudin-luriaDirector
Jeffrey K PattersonDirector
Patrick PastoreDirector
Paul ClarkDirector
Paul DolanDirector
Ronald B RichardDirector
Susan Dee HaslamDirector
Thomas F Zenty IiiDirector
Tomislav MihaljevicDirector
Mario MorinoAdvisor

Highest Paid Contractors

ContractorServicesLocationCompensation
Cornell Financial Consulting LLCFinancial And Operations Consulting Serv635 W LAKESIDE AVE 601, Cleveland, OH 44113$118,931
Revenue and Support

Revenue Composition

Contributions and Grants
$1,454,735
Program Service Revenue
$0
Investment Income
$32
Other Revenue
$1,507
All Other Contributions
$1,454,735
Change in Net Assets
$-837,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,554,372
Other Expenses$739,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$660,992$202,181-$863,173
Current Officers, Directors, Trustees, and Key Employees$468,711$49,755-$518,466
Fees for Services Other$272,219$149,245-$421,464
Fees for Services Legal$93,706$47,432-$141,138
Payroll Taxes$63,272$33,075-$96,347
Other Employee Benefits$28,830$36,401-$65,231
Information Technology$47,486$4,504-$51,990
Occupancy$31,864$15,148-$47,012
Depreciation Depletion-$21,049-$21,049
Pension Plan Contributions$6,570$4,585-$11,155
Advertising$9,957--$9,957
Conferences and Meetings$3,762$5,032-$8,794
Office Expenses$5,854$2,379-$8,233
All Other Expenses$151$4,325-$4,476
Fees for Services Accounting-$3,685-$3,685
Insurance-$2,384-$2,384
Other Expenses$1,645$413-$2,058
Travel$602$1,419-$2,021
Total Functional Expenses$1,699,779$593,728$0$2,293,507
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$950,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$35,411
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Created an emeritus director class

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 A, Lines 6, 7A, and 7B

Unify is an ohio nonprofit corporation, and one of its governing bodies are its members. It has no members as defined in the instructions to the form 990, part vi, section a, lines 6, 7a, and 7b.

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 through 11/13/2019, and president from 11/13/2019, 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. The services of the ceo from 11/13/2019 are performed on a voluntary basis, and the ceo from 11/13/2019 is paid no compensation.

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
CEO
Phone
8884106444
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen J Mchale
Formed
2017
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
18
Employees
15
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 2019, unify aggregated, integrated and analyzed data and provided insights from research and information generated throughout the year to its supported organizations on topics relevant to their charitable purposes. Using its proprietary dataset and methodology, unify created an interactive, user-friendly knowledge product with accessible visualizations for its supported organizations that provided insights and enabled their discovery of information. Unify also developed and demonstrated for its supported organizations an interactive model that incorporated and built upon the data analytics, insights, and methodologies of its knowledge product. In furtherance of its purpose, unify utilized this model as the basis for targeted educational and visioning conversations with its supported organizations and with key stakeholders for the benefit of its supported organizations. Unify developed and implemented an interactive data walk experience based upon its knowledge product as an additional method of providing insights and gathering feedback for the benefit of its supported organizations through data visualization exploration and facilitated discussion. Unify engaged with individual supported organizations in exploratory and consultative discussions and conducted analysis to enhance their capability to utilize data analytics to achieve their charitable purposes. Approaches unify developed and/or engaged in with supported organizations included current state assessment; data discovery, aggregation, integration and analysis; exploration of alternative approaches to rationalize and normalize data into a singular coherent data structure; and consultation on tech-enabled methods for effective measurement.

Form 990, Part IX, Line 11G

Consulting fees: program service expenses 113,341. Management and general expenses 119,326. Fundraising expenses 0. Total expenses 232,667. Architectural services: program service expenses 0. Management and general expenses 17,419. Fundraising expenses 0. Total expenses 17,419. Technology development: program service expenses 117,878. Management and general expenses 0. Fundraising expenses 0. Total expenses 117,878. Professional services: program service expenses 41,000. Management and general expenses 12,500. Fundraising expenses 0. Total expenses 53,500.

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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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