Civic Intelligence

Unarius Educational Foundation

990 • Fiscal year 2015 • EIN 95-2009267

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 06, 2016

145 S Magnolia AvenueEl Cajon, CA 92020

(800) 475-7062

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-64%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.7%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,028,460

Down $50,304 (-4.7%) from 2014

Net Assets

Down

$1,028,203

Down $50,243 (-4.7%) from 2014

Liabilities

Down

$257

Down $61 (-19%) from 2014

Revenue

Down

$51,100

Down $111,628 (-69%) from 2014

Expenses

Down

$83,707

Down $8,707 (-9.4%) from 2014

Net Income

Down

-$32,607

Down $102,921 (-146%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $494,160Liabilities 2010: $395Net Assets 2010: $493,7652010Assets 2011: $463,717Liabilities 2011: $386Net Assets 2011: $463,3312011Assets 2012: $444,287Liabilities 2012: $365Net Assets 2012: $443,9222012Assets 2013: $1,008,397Liabilities 2013: $265Net Assets 2013: $1,008,1322013Assets 2014: $1,078,764Liabilities 2014: $318Net Assets 2014: $1,078,4462014Assets 2015: $1,028,460Liabilities 2015: $257Net Assets 2015: $1,028,2032015Assets 2016: $1,050,189Liabilities 2016: $361Net Assets 2016: $1,049,8282016Assets 2017: $1,098,825Liabilities 2017: $420Net Assets 2017: $1,098,4052017Assets 2018: $1,008,412Liabilities 2018: $163Net Assets 2018: $1,008,2492018Assets 2019: $1,084,852Liabilities 2019: $235Net Assets 2019: $1,084,6172019Assets 2020: $1,135,319Liabilities 2020: $140Net Assets 2020: $1,135,1792020Assets 2021: $1,187,276Liabilities 2021: $198Net Assets 2021: $1,187,0782021Assets 2022: $1,036,435Liabilities 2022: $168Net Assets 2022: $1,036,2672022Assets 2023: $1,066,462Liabilities 2023: $394Net Assets 2023: $1,066,0682023Assets 2024: $1,116,375Liabilities 2024: $482Net Assets 2024: $1,115,8932024

Highlighted filing

2015

Assets$1,028,460
Liabilities$257
Net Assets$1,028,203

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $88,299Expenses 2010: $71,639Net Income 2010: $16,6602010Revenue 2011: $46,469Expenses 2011: $76,903Net Income 2011: -$30,4342011Expenses 2012: $73,0062012Revenue 2013: $630,125Expenses 2013: $65,913Net Income 2013: $564,2122013Revenue 2014: $162,728Expenses 2014: $92,414Net Income 2014: $70,3142014Revenue 2015: $51,100Expenses 2015: $83,707Net Income 2015: -$32,6072015Revenue 2016: $94,874Expenses 2016: $88,012Net Income 2016: $6,8622016Revenue 2017: $150,866Expenses 2017: $102,289Net Income 2017: $48,5772017Revenue 2018: $2,452Expenses 2018: $92,608Net Income 2018: -$90,1562018Revenue 2019: $93,007Expenses 2019: $85,939Net Income 2019: $7,0682019Revenue 2020: $103,215Expenses 2020: $91,169Net Income 2020: $12,0462020Revenue 2021: $117,094Expenses 2021: $73,919Net Income 2021: $43,1752021Revenue 2022: $119,401Expenses 2022: $87,428Net Income 2022: $31,9732022Revenue 2023: $106,943Expenses 2023: $110,613Net Income 2023: -$3,6702023Revenue 2024: $142,591Expenses 2024: $89,721Net Income 2024: $52,8702024

Highlighted filing

2015

Revenue$51,100
Expenses$83,707
Net Income-$32,607
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 6, 2016
Return Version
2015v2.0
Gross Receipts
$52,045
Mission and Program Overview

Mission

To foster, teach, and promote the Universal Articulate Interdimensional Understanding of Science known as UNARIUS, which provides a higher spiritual understanding of life for the betterment of humankind, through the publication and distribution of books, literature, and other forms of media about the Unarius science of life concepts, as expressed through the higher consciousness of the cofounders, Ernest and Ruth Norman, and through classes, home-study courses, lectures, etc.; to own and operate teaching centers/libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$688,507$650,973▼ $37,534
Land, Buildings, and Equipment, Net$265,898$263,385▼ $2,513
Inventories for Sale or Use$104,822$104,303▼ $519
Cash and Non-Interest-Bearing Accounts$19,240$9,799▼ $9,441
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,078,764$1,028,460▼ $50,304
Other Assets Total$297$0▼ $297
Liabilities
Accounts Payable and Accrued Expenses$318$257▼ $61
Total Liabilities$318$257▼ $61
Net Assets / Fund Balance
Unrestricted Net Assets$1,078,446$1,028,203▼ $50,243
Total Net Assets Fund Balance$1,078,446$1,028,203▼ $50,243
Total Liabilities and Net Assets / Fund Balance$1,078,764$1,028,460▼ $50,304

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,093$328,611$333,704
Land$213,844-$213,844
Leasehold Improvements$39,806$69,078$108,884
Buildings-$99,124$99,124
Other Land Buildings$4,642$39,807$44,449
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jake AppelPresident
Billie McIntyreDirector
Kevin KennedyDirector
Lani CalvertDirector
Nanette BreaultDirector
Patricia DalandDirector
Ronald BreaultDirector
Stephen CollinsDirector
Tracey KennedyDirector
William ProctorDirector
David ReynoldsIncoming Pres
Celeste AppelSecretary
Lan KanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,953
Program Service Revenue
$20,733
Investment Income
$10
Other Revenue
$4,404
All Other Contributions
$23,053
Change in Net Assets
$-32,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,707
Total Fundraising Expense$2,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$16,080$2,017$300$18,397
Insurance$8,328$463$463$9,254
Fees for Service Investment Mgmnt Fees-$7,815-$7,815
Depreciation Depletion$6,644$369$369$7,382
Fees for Services Other$5,785--$5,785
Other Expenses$4,514$250$250$5,014
Office Expenses$1,919$213-$2,132
Payment Travel Entrtnmnt Publicly Ofcl$2,026--$2,026
Fees for Services Legal-$900-$900
Fees for Services Accounting-$700-$700
Advertising$503--$503
Total Functional Expenses$67,218$13,917$2,572$83,707
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Billie McIntyreDirectorArt TeacherNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

990 was emailed to all board members. All board members reviewed and approved the 990.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request

Filing and Contact Details

Filer

Filer Name
Unarius Educational Foundation
EIN
95-2009267
Phone
8004757062
Address
145 S Magnolia Avenue, El Cajon, CA 92020

Signing Officer

Name
Celeste Appel
Title
Secretary
Signed
2016-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
23

Preparer

Firm
Hodson & Hodson Cpas
Address
13465 Camino Canada 106-141, El Cajon, CA 92021
Preparer
Patti Hodson
Phone
6197499942
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

Anniversary Expenses: Column (A) - Total = $269; Column (B) - Program Services = $269; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Audio Expense: Column (A) - Total = $1057; Column (B) - Program Services = $1057; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Automobile Expense: Column (A) - Total = $116; Column (B) - Program Services = $110; Column (C) - Management & General = $6; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Bank Charges: Column (A) - Total = $1570; Column (B) - Program Services = $1414; Column (C) - Management & General = $78; Column (D) - Fundraising = $78

Form 990, Part IX, Line 24E: Other Expenses

Computer Expense: Column (A) - Total = $292; Column (B) - Program Services = $292; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Dues & Memberships: Column (A) - Total = $105; Column (B) - Program Services = $0; Column (C) - Management & General = $105; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Equipment Rental: Column (A) - Total = $706; Column (B) - Program Services = $706; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Grant Expenses: Column (A) - Total = $2500; Column (B) - Program Services = $2500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

IPC Expense: Column (A) - Total = $2720; Column (B) - Program Services = $2720; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

License & Permits: Column (A) - Total = $41; Column (B) - Program Services = $0; Column (C) - Management & General = $41; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous: Column (A) - Total = $44; Column (B) - Program Services = $44; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $1750; Column (B) - Program Services = $1576; Column (C) - Management & General = $87; Column (D) - Fundraising = $87

Form 990, Part IX, Line 24E: Other Expenses

Shipping Supplies: Column (A) - Total = $15; Column (B) - Program Services = $15; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Storage: Column (A) - Total = $2807; Column (B) - Program Services = $2667; Column (C) - Management & General = $140; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Taxes: Column (A) - Total = $1425; Column (B) - Program Services = $0; Column (C) - Management & General = $1425; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Telephone & Internet Expense: Column (A) - Total = $2698; Column (B) - Program Services = $2428; Column (C) - Management & General = $135; Column (D) - Fundraising = $135

Form 990, Part IX, Line 24E: Other Expenses

Video: Column (A) - Total = $282; Column (B) - Program Services = $282; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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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/Desc0OngoingThe Unarius Educational Foundation owns, operates, and maintains a teaching center in El Cajon, California that is open to the public five days a week. Unarius contracted with Google Business to create a 360-degree virtual walking tour of the Unarius center. This virtual tour will enable people worldwide to tour the center without having to physically travel to El Cajon. After months of preparation to showcase the center at its best, the photo shoot was completed at the end of December. Soon after, the tour was uploaded for public viewing on Google Maps. To maintain the center complex, which includes a warehouse building adjacent to the teaching center building, the warehouse rooftop and roof walls were recoated, in November, to repair any roof leaks and prevent potential damage from heavy rains predicted at the end of 2015/beginning of 2016. In December, a mini-split unit was installed for both cooling and heating in the audio room within the center, to ensure there is climate control for preservation of the audiotapes and films stored in this room. The center offers a library/reading room; facilities to hold weekly past-life therapy and inspirational art classes, workshops, and special presentations and events; and a storefront to purchase the teachings as books, CDs/MP3s, DVDs/MP4s, and additional items such as starship pins, prints of inspirational artwork, and greeting cards. Additionally, the Unarius teachings can be purchased online at unarius.org. The foundation maintains four web sites, including unarius.org, www.past-lifetherapy.com, www.teslaenergy.net, and www.interplanetaryconfederation.com.Unarius offers ongoing classes in Past-Life Therapy on Wednesday and Sunday evenings; the classes are both audio and video streamed. Special topics are featured on the first Sunday of the month (March through November).Unarius video programs are aired on 9 public access TV stations across the USA, of which five of these stations live stream their programming. Also, Unarius TV programs are archived for on-demand viewing on LA36s Web site.The video department produced two new programs, "Advanced Lesson Course, Lessons 1 & 2," from the core text "The Infinite Concept of Cosmic Creation." New software was purchased to clean up visual aspects of old footage and a Blue-ray burner was purchased. Now over 30 video programs can be purchased in Blu-ray format. Video clips from presentations, classes, and events are continually added to Unarius YouTube channel. Unarius maintains a Facebook page and two YouTube Channels, Unarius33 and unarius1espanol. E-announcements are regularly sent to those who have subscribed to the Unarius E-News about upcoming classes, events, new releases, and more. The Unarius audio department continues to digitally remaster the original audio recordings of Unarius books so the teachings can be listened to on CD and in MP3 format. "The Voice of Venus" was completed this year. The newly formed Unarius historical costume department made a lot of progress in organizing, cleaning, preserving, and documenting costumes that were created mostly by the cofounder, Ruth Norman, and students of the Academy. These costumes were worn for special events and filmings dating back to the early 70s.
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IRS990/MissionDesc0To foster, teach, and promote the Universal Articulate Interdimensional Understanding of Science known as UNARIUS, which provides a higher spiritual understanding of life for the betterment of humankind, through the publication and distribution of books, literature, and other forms of media about the Unarius science of life concepts, as expressed through the higher consciousness of the cofounders, Ernest and Ruth Norman, and through classes, home-study courses, lectures, etc.; to own and operate teaching centers/libraries.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EventsFeb. 15 & 22: Unarius celebrated its 61st Anniversary with a special tribute during a class session on February 15, including a performance by And the Angels Sing; and the following week, a mental contact with the spiritual teachers.Oct. 10 & 11: The 32nd Interplanetary Conclave of Light event, We Are Not Alone in the Universe, was held at the Unarius Center and featured presentations during an open house; a Unariun Art & Poetry display; public screening of "AWAKE: The Life of Yogananda"X; a self-healing workshop; and a mental transmission from the Space Brothers.ExposFeb. 68: Unarius participated in the Los Angeles Conscious Life Expo with an exhibit and a free lecture: Teslas Extraterrestrial Connection. April 2426: Unariuns traveled to San Mateo to participate in the New Living Expo with an exhibit booth and a free lecture: How Past Lives Influence You. InterviewsJune 15: Two Unariuns were interviewed on an Internet radio show: Two in the Same Boat with Mojo and Vincent, and the interview was archived on the Internet for future listeners. December: After visiting the center in early December and interviewing a couple of students, writer Marie Lodi wrote an article for Racked.com, titled Uriel, the Universes Best-Dressed Leader, which was published online on January 29, 2016. Dr. Glenville Ashby, who writes a weekly column for the "Jamaica Gleaner," did a phone interview later in the month with two students. His article, UNARIUS: The Marriage of Religion and Science, was eventually published on February 28, 2016 in print and online in the "Jamaica Gleaner." Both articles were read by thousands of people and are still archived online for future readers. Film Screenings & InterviewsMay 2: Welcome Space Brothers: The Films of Unarius! at the San Francisco International Film Festival. "The Arrival" was screened at this prestigious film festival as a classic, special interest film. Several Unariuns traveled to San Francisco to take part in a Q&A session following the film. Nov. 6: Lost & Found, an artist soiree in Amsterdam, The Netherlands, screened "The Arrival" at their facility in Amsterdam. A Unarius student, who serves as the videographer for Unarius, was interviewed via Skype for a Q&A session with the film audience.Unarius choralliers And the Angels Sing The Unarius choralliers performed at the 61st Anniversary of Unarius, the 32nd Interplanetary Conclave of Light, and sang for a special class on creativity in August. And the Angels Sing also performed at Edgemoor Geriatric Hospital in January, the Coronado Retirement Village in April, and Paradise Village in September. Unarius Space Cad outings:Nov. 21: The Space Cad led the 69th Mother Goose Parade in El Cajon, with a dove release at the red carpet area. Dec. 5: The Space Cad was in the 2015 Starlight Parade in Chula Vista.Dec. 6: The Space Cad was in the 58th Annual La Jolla Christmas Parade.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.14$0.09$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.11$0.11$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.12$0.09$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.12$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.09$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.00$0.09$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.15$0.10$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.09$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.16$0.09$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.63$0.07$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.07
2011Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.05$0.08$0.03
2010Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.09$0.07$0.02