Civic Intelligence

The Unify Project

990 • Fiscal year 2020 • EIN 82-3605707

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

PO Box 5283Willowick, OH 44095

(888) 410-6444

Siviq Scores

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

Liabilities / Assets

99th percentile

10.85x

Higher debt load relative to assets than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

14.29x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-777%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$250,966

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 149.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-88%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$222,014

Up $45,237 (+26%) from 2019

Net Assets

Down

-$2,185,907

Down $1,309,778 (-149%) from 2019

Liabilities

Up

$2,407,921

Up $1,355,015 (+129%) from 2019

Revenue

Down

$168,464

Down $1,287,810 (-88%) from 2019

Expenses

Down

$1,478,242

Down $815,265 (-36%) from 2019

Net Income

Down

-$1,309,778

Down $472,545 (-56%) from 2019

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

2020

Assets$222,014
Liabilities$2,407,921
Net Assets-$2,185,907

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

2020

Revenue$168,464
Expenses$1,478,242
Net Income-$1,309,778
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$188,103
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$2,250,000▲ $1,300,000
Cash and Non-Interest-Bearing Accounts$96,582$190,752▲ $94,170
Land, Buildings, and Equipment, Net$60,273$17,094▼ $43,179
Prepaid Expenses and Deferred Charges$18,669$14,168▼ $4,501
Pledges and Grants Receivable$1,253$0▼ $1,253
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-876,129$-2,185,907▼ $1,309,778
Total Assets$176,777$222,014▲ $45,237
Liabilities
Accounts Payable and Accrued Expenses$67,495$121,101▲ $53,606
Unsecured Notes Loans Payable-$36,820-
Other Liabilities$35,411$0▼ $35,411
Total Liabilities$1,052,906$2,407,921▲ $1,355,015
Net Assets / Fund Balance
Total Net Assets Fund Balance$-876,129$-2,185,907▼ $1,309,778
Total Liabilities and Net Assets / Fund Balance$176,777$222,014▲ $45,237

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,094$36,504$53,598
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian HeathVP of Predictve AnalyticsFT$190,950$60,016$250,966
Sharon Sobol JordanPresidentFT$150,000-$150,000

Board Members and Trustees

NameTitle
James HickeyChair
August NapoliDirector
Charles Lougheed IiiDirector
Dr Alex JohnsonDirector
Eric GordonDirector
Erika Rudin-luriaDirector
Jeffrey K PattersonDirector
Patrick PastoreDirector
Paul DolanDirector
Ronald B RichardDirector
Susan Dee HaslamDirector
Thomas F Zenty IiiDirector
Tomislav MihaljevicDirector
Akram Boutros MdDirector (through Feb 2020)
Paul ClarkDirector (through Feb 2020)
Barbara R SnyderDirector (through Oct 2020)
Mario MorinoAdvisor
Stephen J MchaleUnpaid CEO

Highest Paid Contractors

ContractorServicesLocationCompensation
Taazaa INCTechnology Development1780 STONEY HILL DR, Hudson, OH 44236$225,000
Revenue and Support

Revenue Composition

Contributions and Grants
$180,954
Program Service Revenue
$0
Investment Income
$-17,401
Other Revenue
$4,911
All Other Contributions
$500
Change in Net Assets
$-1,309,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$759,739
Salaries, Compensation, and Employee Benefits$718,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$406,204$86,493-$492,697
Current Officers, Directors, Trustees, and Key Employees$313,529$87,437-$400,966
Other Salaries and Wages$186,341$56,710-$243,051
Fees for Services Legal-$165,737-$165,737
Payroll Taxes$34,202$9,541-$43,743
Information Technology$36,659$3,382-$40,041
Other Employee Benefits$27,983$2,760-$30,743
Depreciation Depletion-$23,540-$23,540
Occupancy-$18,804-$18,804
Fees for Services Accounting-$4,253-$4,253
Conferences and Meetings$1,745$1,135-$2,880
Insurance-$2,354-$2,354
Interest-$1,374-$1,374
All Other Expenses-$678-$678
Office Expenses-$645-$645
Other Expenses$1,214$350-$350
Total Functional Expenses$1,007,877$470,365$0$1,478,242
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$2,250,000▲ $1,300,000
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
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
No
Management duties delegated
No

Governance Explanations

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 executive committee of the board of directors for their review and approval. Unanimous approval from the executive committee is received prior to the filing of the 990.

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 on written and signed disclosure form. Any new/potential conflicts are brought to the ceo and board president. This process is repeated annually every january.

Form 990, Part VI, Section B, Line 15

The services of the ceo are performed on a voluntary basis, and the ceo is paid no compensation. The board sets the compensation of the president via annual compensation and performance review headed by the cfo and the compensation task force. The task force uses comparability data, as well as discussion and deliberation, to determine compensation. The 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 governing documents, conflict of interest policy, and tax return available to public inspection upon request.

Form 990, Part VIII, Line 7

The amounts reported on lines 7a and 7b relate to furniture and equipment that was purchased prior to the covid-19 pandemic. The organization did not use the assets throughout the pandemic, and, as a result, sold them close to the end of the year for significantly less than the amount paid.

Form 990, Part X, Line 24 and Part VIII Line 1E

During 2020, the organization qualified for and received a loan pursuant to the paycheck protection program, a program implemented by the small business administration under the coronavirus aid, relief, and economic security act. The principal amount of the loan was $215,900. The loan bears interest at a fixed rate of 1.0% per annum, has a two year term, is unsecured and guaranteed by the small business administration. The principal and interest are eligible for forgiveness under the paycheck protection program upon meeting the performance requirements of program. As of december 31, 2020, the organization had met the performance requirements for the balance of $180,454; therefore, this amount has been included as revenue on part viii line 1e. The organization has paid off the balance of the loan in 2021.

Filing and Contact Details

Filer

Filer Name
The Unify Project
EIN
82-3605707
Phone
8884106444
Address
PO BOX 5283, WILLOWICK, OH 44095

Signing Officer

Name
Luis Cartagena
Title
CFO
Phone
8884106444
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luis Cartagena
Formed
2017
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
15
Employees
11
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 2020, unify homed in on the needs of its supported organizations to achieve full, fair employment to pursue their charitable purposes by using its previously-created proprietary dataset and methodology as well as its interactive, user-friendly knowledge product created for its supported organizations with accessible visualizations and insights that enabled their discovery of information. Specifically, unify developed a technology product for its supported organizations to respond to their need for a more equitable and effective way to engage underrepresented groups to fill critical job roles. This technology product, called unify jobs, transforms the job seeking experience by utilizing a proprietary precision matching algorithm (patent allowed), incorporating numerous equity-based features, and providing innovative resources to job seekers to reskill, upskill, and access supportive services to meet personal needs to help get and stay in a job. Unify engaged with individual supported organizations in exploratory and consultative discussions, and conducted analysis and designed technology features based upon their feedback to ensure that unify jobs enhanced their capabilities to identify and engage well-matched talent. By years end, unify jobs was fully built and ready for pilot by target employers and job seekers for the benefit of unify's supported organizations.

Form 990, Part IX, Line 11G

Consulting fees: program service expenses 88,875. Management and general expenses 86,493. Fundraising expenses 0. Total expenses 175,368. Technology development: program service expenses 289,571. Management and general expenses 0. Fundraising expenses 0. Total expenses 289,571. Professional services: program service expenses 27,758. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,758.

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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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IRS990/Desc0IN 2020, 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR (THROUGH OCT 2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR (THROUGH FEB 2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (THROUGH FEB 2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNPAID CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP OF PREDICTVE ANALYTICS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GovernmentGrantsAmt0180454
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02230
IRS990/GrossReceiptsAmt0188103
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt036659
IRS990/InformationTechnologyGrp/TotalAmt040041
IRS990/InsuranceGrp/ManagementAndGeneralAmt02354
IRS990/InsuranceGrp/TotalAmt02354
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IRS990/InterestGrp/TotalAmt01374
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IRS990/LoanOutstandingInd01
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt02250000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0-2185907
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17409
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt018804
IRS990/OccupancyGrp/TotalAmt018804
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0645
IRS990/OfficeExpensesGrp/TotalAmt0645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027983
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030743
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1RECRUITING
IRS990/OtherExpensesGrp/Desc2SHIPPING, FREIGHT, & DE
IRS990/OtherExpensesGrp/Desc3CHARITABLE CONTRIBUTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2450
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3350
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PUBLICLY SUPPORTED ORGANIZATIONS ON WHOSE BEHALF THE SUPPORTING ORGANIZATION IS OPERATED ARE EITHER DESIGNATED BY NAME IN THE ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION, OR ARE SELECTED PURSUANT TO THE PROCESS IDENTIFIED IN THOSE ORGANIZATIONAL DOCUMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1METROHEALTH SYSTEM, EIN: 34-6004282, VOLUNTARILY WITHDREW AS A SUPPORTED ORGANIZATION OF THE UNIFY PROJECT. SECTION 1 OF ARTICLE 1 OF THE BYLAWS OF THE CORPORATION PROVIDES THAT THE FOUNDING MEMBERS SHALL BE AUTHORIZED TO DESIGNATE ADDITIONAL PUBLIC MEMBERS FROM TIME TO TIME. THIS ACTION WAS ACCOMPLISHED THROUGH UNANIMOUS WRITTEN CONSENT OF THE FOUNDING MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION A, LINE 5A
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN3340714588
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4346000662
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5346516654

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