Civic Intelligence

Union County Public Education

EIN 27-4620790 • 501(c)3 • Monroe, NC

Profile

To raise and provide needed funding for public education in union county.

PO Box 909Monroe, NC 28111

www.ucedfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.05x

Higher debt load relative to assets than 88% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

0.09x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-29%

Higher net margin than 13% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Source year 2025

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

NTEE B11 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

16th percentile

-36%

Faster revenue growth than 16% of similar nonprofits.

NTEE B11 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$278,161

Up $100,560 (+57%) from 2022

Liabilities

Up

$15,051

Up $14,964 (+17200%) from 2022

Net Assets

Up

$263,110

Up $85,596 (+48%) from 2022

Operations
Liabilities / Revenue90th percentileNet Margin13th percentile

Revenue

Down

$159,649

Down $10,744 (-6.3%) from 2022

Expenses

Up

$206,237

Up $69,902 (+51%) from 2022

Net Income

Down

-$46,588

Down $80,646 (-237%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $75,869Liabilities 2013: $269Net Assets 2013: $75,6002013Assets 2014: $93,718Liabilities 2014: $3,094Net Assets 2014: $90,6242014Assets 2016: $131,919Liabilities 2016: $111Net Assets 2016: $131,8082016Assets 2017: $137,512Liabilities 2017: $134Net Assets 2017: $137,3782017Assets 2018: $148,236Liabilities 2018: $1,889Net Assets 2018: $146,3472018Assets 2019: $140,507Liabilities 2019: $5,007Net Assets 2019: $135,5002019Assets 2020: $122,036Net Assets 2020: $122,0362020Assets 2021: $152,292Liabilities 2021: $245Net Assets 2021: $152,0472021Assets 2022: $177,601Liabilities 2022: $87Net Assets 2022: $177,5142022Assets 2025: $278,161Liabilities 2025: $15,051Net Assets 2025: $263,1102025

Highlighted filing

2025

Assets$278,161
Liabilities$15,051
Net Assets$263,110
Open 2025 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $75,692Expenses 2013: $23,025Net Income 2013: $52,6672013Revenue 2014: $58,593Expenses 2014: $43,569Net Income 2014: $15,0242014Revenue 2016: $121,156Expenses 2016: $98,649Net Income 2016: $22,5072016Revenue 2017: $125,521Expenses 2017: $119,949Net Income 2017: $5,5722017Revenue 2018: $121,641Expenses 2018: $112,673Net Income 2018: $8,9682018Revenue 2019: $103,522Expenses 2019: $113,842Net Income 2019: -$10,3202019Revenue 2020: $123,555Expenses 2020: $133,150Net Income 2020: -$9,5952020Revenue 2021: $128,651Expenses 2021: $115,586Net Income 2021: $13,0652021Revenue 2022: $170,393Expenses 2022: $136,335Net Income 2022: $34,0582022Revenue 2025: $159,649Expenses 2025: $206,237Net Income 2025: -$46,5882025

Highlighted filing

2025

Revenue$159,649
Expenses$206,237
Net Income-$46,588
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$278,161
Liabilities
$15,051
Net assets
$263,110
Revenue
$159,649
Expenses
$206,237
Net income
-$46,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.15$2.63$1.60$2.06$0.47
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.70$1.36$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$1.29$1.16$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$1.24$1.33$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.05$1.36$1.04$1.14$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.02$1.46$1.22$1.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.37$1.26$1.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.21$0.99$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.91$0.59$0.44$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.76$0.23$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 3, 2025
Return Version
2024v5.2
Gross Receipts
$208,315
Mission and Program Overview

Mission

To raise and provide needed funding for public education in union county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$67,320$129,591▲ $62,271
Cash and Non-Interest-Bearing Accounts$216,335$117,890▼ $98,445
Savings and Temporary Cash Investments$30,578$30,580▲ $2
Other Notes and Loans Receivable, Net$543--
Total Assets$314,776$278,161▼ $36,615
Other Assets Total-$100-
Liabilities
Other Liabilities$5,078$15,051▲ $9,973
Total Liabilities$5,078$15,051▲ $9,973
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$309,698$263,110▼ $46,588
Total Net Assets Fund Balance$309,698$263,110▼ $46,588
Total Liabilities and Net Assets / Fund Balance$314,776$278,161▼ $36,615

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$129,591--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Lisa ThomasCC Chair
Jewel WiesingerChair
Adam WehlerVice Chair
Brian Von BergenBoard Member
Bruce GreshamBoard Member
Charlesa HannBoard Member
Diana LyashBoard Member
Emily YoshimuraBoard Member
Heather MyersBoard Member
Holli BreedenBoard Member
Mark HinsonBoard Member
Tyler MillsBoard Member
Vicki StathopoulosBoard Member
Virgil WaytesBoard Member
Winnie HoneycuttBoard Member
Amy SperryExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$141,542
Program Service Revenue
$0
Investment Income
$12,047
Other Revenue
$6,060
All Other Contributions
$141,542
Change in Net Assets
$-46,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,803
Salaries, Compensation, and Employee Benefits$75,651
Grants and Similar Amounts Paid$25,783
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,404--$67,404
All Other Expenses$44,223$9,365-$53,588
Grants to Domestic Orgs$25,783--$25,783
Occupancy-$11,319-$11,319
Fees for Services Accounting-$7,100-$7,100
Other Expenses$6,934--$6,934
Payroll Taxes$5,546--$5,546
Advertising$3,797--$3,797
Other Employee Benefits$2,701--$2,701
Insurance$2,111--$2,111
Office Expenses-$952-$952
Total Functional Expenses$177,501$28,736$0$206,237
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marshville ElementaryMarshville, NC-Equipment for Ag Tech$5,000
Union ElementaryWingate, NC-Install outdoor garden and composting$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,726
Fundraising Direct Expenses$48,666
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie$54,726$54,726$48,666$6,060
Total Events$54,726$54,726$48,666$6,060
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship payable$15,000
Credit card payable$51
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 governing body review Part VI line 11

“Executive Director reviewed before filing.”

Governing documents etc available to public Part VI line 19

“Document available at office to public.”

Filing and Contact Details

Filer

Filer Name
Union County Public Education Foundation
EIN
27-4620790
In Care Of
% Amy Sperry
Phone
7042960725
Address
PO Box 909, Monroe, NC 28111

Signing Officer

Name
Amy Sperry
Title
Executive Director
Phone
7042960725
Signed
2025-09-03
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
1

Preparer

Firm
Simpson & Younce CPAs PC
Address
2322 Katie Leigh Lane, Monroe, NC 28110
Preparer
Jeffrey K Younce
Phone
7042820159
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“See attached schedule”

Raw XML AppendixShowing 400 of 463 raw XML fields

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/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0263110
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IRS990/OfficeExpensesGrp/TotalAmt0952
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02701
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02701
IRS990/OtherExpensesGrp/Desc0Computer hardware and softwa
IRS990/OtherExpensesGrp/Desc1Memberships dues sub
IRS990/OtherExpensesGrp/Desc2Principal for the day
IRS990/OtherExpensesGrp/Desc3Professional development
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IRS990/OtherExpensesGrp/ProgramServicesAmt11559
IRS990/OtherExpensesGrp/ProgramServicesAmt24501
IRS990/OtherExpensesGrp/ProgramServicesAmt36934
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IRS990/OtherExpensesGrp/TotalAmt11559
IRS990/OtherExpensesGrp/TotalAmt24501
IRS990/OtherExpensesGrp/TotalAmt36934
IRS990/OtherLiabilitiesGrp/BOYAmt05078
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt067404
IRS990/OtherSalariesAndWagesGrp/TotalAmt067404
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0543
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt05546
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IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0223086
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt0319
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-46588
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030578
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030580
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013477
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96460
IRS990ScheduleA/PublicSupportPY170Pct00.72120
IRS990ScheduleA/PublicSupportTotal170Amt0871255
IRS990ScheduleA/SubstantialContributorsTotAmt018510
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0157222
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0117975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0889765
IRS990ScheduleA/TotalSupportAmt0903242
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt151
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Credit card payable
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0129591
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0129591
IRS990ScheduleD/TotalLiabilityAmt015051
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048666
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Black Tie
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054726
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06060
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048666
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Install outdoor garden and composting
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Equipment for Ag Tech
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Union Elementary
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Marshville Elementary
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05320 White Store Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1515 N Elm St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Wingate
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Marshville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028174
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128103
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Executive Director reviewed before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Document available at office to public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2See attached schedule
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other expenses Part IX line 24e
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0314776
IRS990/TotalAssetsEOYAmt0278161
IRS990/TotalAssetsGrp/BOYAmt0314776

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