2024-11-15T15:40:55-06:00 2023-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2023-01-01 823605707 THE UNIFY PROJECT SMCH 8884106444 PO BOX 5283 WILLOWICK OH 44095 LUIS CARTAGENA CFO 8884106444 2024-11-15 1 1 PARGAT SINGH P02184330 8002291099 2024-11-15 2023 2024-10-15 13:58:12Z LUIS CARTAGENA PO BOX 5283 WILLOWICK OH 44095 47377 0 X WWW.UNIFYLABS.ORG X 2017 OH 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. 12 12 0 3 0 0 67000 41744 29470 0 0 0 2898 5633 99368 47377 0 0 0 0 56617 0 0 0 0 70363 22321 126980 22321 -27612 25056 3151342 3159636 4072315 4055553 -920973 -895917 X 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. 0 0 8750 5633 IN 2023, THE UNIFY PROJECT CONTINUED TO AGGREGATE, INTEGRATE AND ANALYZE DATA AND PROVIDE INFORMATION AND INSIGHTS GENERATED THROUGHOUT THE YEAR TO ITS SUPPORTED ORGANIZATIONS, AND TO THE BROADER COMMUNITY, TO ASSIST WITH THEIR CHARITABLE PURPOSES. THE UNIFY PROJECT'S INSIGHT GENERATION EFFORTS WERE FOCUSED ON IDENTIFYING AND DEFINING THE STRUCTURAL DETERMINANTS OF WELL-BEING AND DETERMINING WHICH, AND HOW, SYSTEMIC ISSUES COULD BE ATTACKED AT THE CAUSAL LEVEL. FOLLOWING A DETERMINATION OF WHICH SYSTEM FLAWS NEGATIVELY AFFECTING INCLUSIVE PROSPERITY COULD BE POSITIVELY IMPACTED BROADLY AND EXPEDITIOUSLY, THE UNIFY PROJECT LEVERAGED THE INSIGHTS GENERATED TO DEVELOP AND PATENT PROPRIETARY TECHNOLOGIES DESIGNED TO SERVE AS THE FOUNDATION FOR A SYSTEM TO ASSIST THE UNDER-SERVED IN THEIR EFFORTS TO SECURE EMPLOYMENT. THE UNIFY PROJECT DID THIS WORK COLLABORATIVELY WITH ITS SUPPORTED ORGANIZATIONS AND THE COMMUNITY AT LARGE. THE RESULTING SYSTEM RECOGNIZED THAT CURRENT WORKFORCE SYSTEMS PROVIDE LITTLE SUPPORT TO THIS COHORT AND PROVIDED A SOPHISTICATED TECHNOLOGY-BASED SYSTEM TO CORRECT FUNDAMENTAL SYSTEM FLAWS. THE UNIFY PROJECT ALSO UTILIZED THE INSIGHTS TO BEGIN THE DEVELOPMENT OF A VARIETY OF ADDITIONAL INITIATIVES IN COLLABORATION WITH OUR SUPPORTED ORGANIZATIONS TO ADDRESS OTHER SYSTEMIC ISSUES, PRINCIPALLY ISSUES WHICH CAN BE IMPACTED BY LEVERAGING DATA, ANALYTICS AND TECHNOLOGY TO ADDRESS ISSUES PERPETUATING DISPARITY AND INHIBITING INCLUSIVE PROSPERITY. 8750 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X LUIS CARTAGENA 8884106444 PO BOX 5283 WILLOWICK OH 44095 X CHARLES LOUGHEED III DIRECTOR 1.00 X 0 0 0 DAVID SYLVAN DIRECTOR 1.00 X 0 0 0 DR MICHAEL BASTON DIRECTOR 1.00 X 0 0 0 ERIC GORDON DIRECTOR 1.00 X 0 0 0 ERIC MORSE DIRECTOR 1.00 X 0 0 0 FELTON THOMAS JR DIRECTOR 1.00 X 0 0 0 GREGORY BROWN DIRECTOR 1.00 X 0 0 0 JEFFREY K PATTERSON DIRECTOR 1.00 X 0 0 0 LEN KOMOROSKI DIRECTOR 1.00 X 0 0 0 MARSHA MOCKABEE DIRECTOR 1.00 X 0 0 0 PAUL DOLAN DIRECTOR 1.00 X 0 0 0 THOMAS F ZENTY III DIRECTOR 1.00 X 0 0 0 JAMES HICKEY CHAIR 3.00 X 0 0 0 STEPHEN J MCHALE UNPAID CEO 32.00 X 0 0 0 0 0 0 0 0 0 0 0 41744 41744 1158 1158 MISCELLANEOUS REVENUE 900099 4475 4475 4475 47377 5633 0 0 X 5199 5199 3063 3063 6750 6750 1500 1500 210 210 2380 2000 380 151 151 1956 1956 DUES & SUBSCRIPTIONS 1112 0 1112 22321 8750 13571 0 451 8896 756 0 35 640 53599 53599 0 0 3150100 3150100 3151342 3159636 23365 6603 3000000 3000000 1048950 1048950 4072315 4055553 X 0 0 0 0 -920973 -895917 -920973 -895917 3151342 3159636 25056 0 X 0 0 0 X X X 9 CASE WESTERN RESERVE UNVIERSITY 341018992 2 1 0 0 UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER 341567805 3 1 0 0 THE CLEVELAND FOUNDATION 340714588 8 1 0 0 CLEVELAND METROPOLITAN SCHOOL DISTRICT 346000662 2 1 0 0 UNITED WAY OF GREATER CLEVELAND 346516654 7 1 0 0 CUYAHOGA METROPOLITAN HOUSING AUTHORITY 346000703 7 1 0 0 CUYAHOGA COMMUNITY COLLEGE 237230719 2 1 0 0 JEWISH FEDERATION OF CLEVELAND 340714445 7 1 0 0 POLICYBRIDGE 202069251 7 1 0 0 9 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1 THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53599 53599 0 0 INVESTMENT IN UNIFY JOBS 3150100 C 3150100 LIQUIDATION OBLIGATION - SUPPORTED ORGS 1048950 1048950 STEPHEN MCHALE CEO SUPPORT ONGOING CHARITABLE ACTIVITIES AND OPERATIONS, AND IS INTEREST-FREE. X 3000000 3000000 0 1 1 3000000 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 AND THE FINAL VERSION OF THE COMPANY'S 990 WAS PROVIDED TO ALL BOARD MEMBERS 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. THE PROCESS IS REPEATED 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 IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 6,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,750.