Union Foundation

Nonprofit profile at a glance

EIN
208465276
IRS 990-EZ coverage
2011–2025
Forms available
Form 990 2024, Form 990-EZ 2025
Location
Cincinnati, OH, USA
Phone
5133813858
Rating
91
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support
Affiliation
Christianity

Official website

Reported finances

Revenue
$46,101
Expenses
$63,282
Assets
$10,057
Liabilities
$10,057

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • Darrell K Phillips (President)
  • Dr Carolyn Turner (Vice President)

People named in this filing

  • Louise Stevenson (Board Member)
  • Darrell K Phillips (President)
  • Dr Carolyn Turner (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Union Foundation's primary exempt purpose is to impact its surrounding community in a positive manner by generating funds and services to improve the lives of the community and community's assets it serves. The foundation accomplishes its purpose/mission through partnerships with the Union Baptist Church of Cincinnati, Ohio and other charitable organizations and person's to provide food, clothing, health education and welfare, financial literacy, and family cohesiveness resources to the Southwest Ohio region. In addition, the Foundation actively seeks to help in other causes that would fall in line with our mission. These other endeavors include academic scholarships for youth, historical preservation of African American Cemeteries, and other benevolent endeavors

What it reported doing in 2025

In the Foundations ongoing effort to seek preservation and beautification of the historic Union Baptist Cemetery, a grant of 384441 dollars was received from the National Park Service to categorize, archive and preserve cemetery burial records of the Union Baptist Cemetery and United American Colored Cemetery

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 93
  • Sustainability: 19
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 85.6%; rating input score 86

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 3rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -37.3%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.16; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 1; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 10.9% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 21.8% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 11.8% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 85.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $54K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 13 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 15/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.