UNION INSTITUTE & UNIVERSITY Charity Report

Tax-exempt status may be revoked

UNION INSTITUTE & UNIVERSITY

EIN 31-0747997

What they do

Union Institute & University Educates Highly Motivated Adults Who Seek Academic Programs to Engage, Enlighten, and Empower Them to Pursue Professional Goals and A Lifetime of Learning and Service. Offering Accredited Bachelors, Masters, and Doctoral Programs.

Before you give

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This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2021The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

92.65%of revenue went to mission work89.7% of expenses · Program services

$103.25spent for every $100 of revenueSpending was higher than revenue this year.

10.60%of revenue went to management and office costs10.3% of expenses

$0.70in assets for every $1 spent this yearSome assets cannot be spent right away.

36.4%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $539,668 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $272,007 for DR KAREN S WEBB (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2021

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$16,600,432

Mission workProgram services$15,380,46192.65% of revenue89.7% of expenses

ManagementOffice and general costs$1,759,63910.60% of revenue10.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$17,140,100103.25% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2021CurrentExpense mix: 89.7% mission · 10.3% management · 0.0% fundraisingTotal expenses: 103.25% of revenue

2020Expense mix: 80.1% mission · 19.9% management · 0.0% fundraisingTotal expenses: 104.44% of revenue

2019Expense mix: 77.9% mission · 21.4% management · 0.7% fundraisingTotal expenses: 116.63% of revenue

2018Expense mix: 77.8% mission · 21.5% management · 0.7% fundraisingTotal expenses: 110.63% of revenue

2017Expense mix: 77.2% mission · 22.3% management · 0.6% fundraisingTotal expenses: 99.20% of revenue

2016Expense mix: 78.4% mission · 21.2% management · 0.4% fundraisingTotal expenses: 98.87% of revenue

2015Expense mix: 78.1% mission · 21.3% management · 0.6% fundraisingTotal expenses: 98.90% of revenue

Money in and money out

Revenue$16,600,432

Expenses$17,140,100

Annual shortfall $539,668 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$15,380,461 · 89.7% of expenses

Management and office costs$1,759,639 · 10.3% of expenses

See all reported dollar amounts

Revenue$16,600,432

Expenses$17,140,100

Assets$11,922,267

Contributions$6,034,463

Mission work (program services)$15,380,461

Management and general$1,759,639

Stocks and bonds$2,056,058

Accounting fees$76,825

Investing fees$7,261

People

Leadership and board

Tax year 2021

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DR KAREN S WEBBPRESIDENT · 50 hrs/week $272,007Base $263,614 · Other $8,393

MS SANDRA MILLSVP & CHIEF FINANCIAL OFFICER · 50 hrs/week $174,646Base $151,187 · Other $23,459

DR NELSON SOTOEXEC VP ACADEMIC AFFAIRS · 50 hrs/week $144,716Base $128,471 · Other $16,245

MS PATRICIA BURKEVP HUMAN RESOURCES · 50 hrs/week $128,312Base $120,122 · Other $8,190

MS BETSY EMERY MARTINEXEC DIRECTOR INST SOCIAL JUS · 40 hrs/week $121,617Base $100,774 · Other $20,843

DR ARLENE SACKSASSOC VP ACADEMIC AFFAIRS · 40 hrs/week $113,992Base $106,100 · Other $7,892

DR PETER CACCAVARINATIONAL DEAN INSTITUTIONAL E · 40 hrs/week $109,600Base $101,188 · Other $8,412

MR KONGPHENG YANGEXEC DIRECTOR ENROLLMENT SERV · 40 hrs/week $107,883Base $94,251 · Other $13,632

DR THOMAS FREDERICKINTERIM VP ACADEMIC AFFAIRS · 40 hrs/week $105,732Base $90,117 · Other $15,615

DR RHONDA BRINKLEY-KENNEDYINTERIM PROVOST · 40 hrs/week $100,014Base $98,904 · Other $1,110

DR SHANDA GOREVP INNOVATION & GROWTH MGMT · 50 hrs/week $81,016Base $74,026 · Other $6,990

MS ANGENITA BROWNCHIEF OF STAFF · 40 hrs/week $61,342Base $60,817 · Other $525

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

DR KAREN S WEBBPRESIDENT

MS SANDRA MILLSVP & CHIEF FINANCIAL OFFICER

DR NELSON SOTOEXEC VP ACADEMIC AFFAIRS

MS PATRICIA BURKEVP HUMAN RESOURCES

MS BETSY EMERY MARTINEXEC DIRECTOR INST SOCIAL JUS

DR ARLENE SACKSASSOC VP ACADEMIC AFFAIRS

DR PETER CACCAVARINATIONAL DEAN INSTITUTIONAL E

MR KONGPHENG YANGEXEC DIRECTOR ENROLLMENT SERV

DR THOMAS FREDERICKINTERIM VP ACADEMIC AFFAIRS

DR RHONDA BRINKLEY-KENNEDYINTERIM PROVOST

DR SHANDA GOREVP INNOVATION & GROWTH MGMT

MS ANGENITA BROWNCHIEF OF STAFF

MS JULIE WASHINGTONBOARD MEMBER

MS CHRISTINE VAN DUELMENBOARD MEMBER

MS KAREN BEISTMANBOARD MEMBER

MS SHARON DUNBARBOARD CHAIR

MR EDGAR SMITH JRBOARD VICE CHAIR

MR ROGER ALLBEEBOARD MEMBER

MR JAMES A HYATTBOARD MEMBER

MR DON FELDMANNBOARD TREASURER

DR SHEKHAR MITRABOARD MEMBER

DR GLADYS HANKINSBOARD MEMBER

DR EDWIN MARSHALLBOARD MEMBER

DR DENNIS TARTAKOWBOARD MEMBER

About this charity

Location: 2090 Florence Avenue, Cincinnati, OH 45206
County: Hamilton
In care of: Dr Karen S Webb
Primary officer: Dr Karen S Webb, President

How to reach them

WebsiteVisit the charity’s website Phone(513) 237-3587

Filing and classification

Latest tax year: 2021
Tax period began: July 1, 2021
Return type: 990
Tax preparer: BOB BRIGHT
Revocation date: November 15, 2025