Civic Intelligence

Union County Public Education Foundation

990EZ • Fiscal year 2015 • EIN 27-4620790

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Post Office Box 909Monroe, NC 28111

(704) 296-0725

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2015 filings • NTEE B11 • <$500k nonprofits • Source year 2015

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2015 filings • NTEE B11 • <$500k nonprofits • Source year 2015

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2015 filings • NTEE B11 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • NTEE B11 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$109,300

Up $15,582 (+17%) from 2014

Net Assets

Up

$109,300

Up $18,676 (+21%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,364

Up $11,771 (+20%) from 2014

Expenses

Up

$51,688

Up $8,119 (+19%) from 2014

Net Income

Up

$18,676

Up $3,652 (+24%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $75,869Liabilities 2013: $269Net Assets 2013: $75,6002013Assets 2014: $93,718Liabilities 2014: $3,094Net Assets 2014: $90,6242014Assets 2015: $109,300Net Assets 2015: $109,3002015Assets 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

2015

Assets$109,300
Liabilities-
Net Assets$109,300

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 2015: $70,364Expenses 2015: $51,688Net Income 2015: $18,6762015Revenue 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

2015

Revenue$70,364
Expenses$51,688
Net Income$18,676
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$77,879
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO SUPPORT PUBLIC EDUCATION IN UNION COUNTY$36,868$42,021
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON HINSONChairmanPT$0--
ED DAVISVice ChairmaPT$0--
CRAIG KLUTTZTreasurerPT$0--
CANDICE STURDIVANTSecretaryPT$0--
FRED EDWARDSBoard Memebe-$0--
PAT KAHLEBoard Memebe-$0--
SABRINA HODGESBoard Member-$0--
TOM MOYERBoard Member-$0--
SYLVIA NEWSOMEBoard Member-$0--
JERRY THOMASBoard Member-$0--
RITA WEBBBoard Member-$0--
JAKE THOMASBoard Member-$0--
AMY SPERRYExecutive DiPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Fundraiser$14,180$11,250$3,923$7,327
Biz Ed Lunch$27,536$3,350$3,592$-242
Total Events$41,716$14,600$7,515$7,085
Filing and Contact Details

Filer

Filer Name
Union County Public Education
EIN
27-4620790
Phone
7042960725
Address
POST OFFICE BOX 909, MONROE, NC 28111

Signing Officer

Name
Ron Hinson
Title
Board Chairman
Phone
7042960725
Signed
2015-11-05
Discuss with paid preparer
Yes

Preparer

Firm
MOYER SMITH & ROLLER PA CPA'S
Address
2213 COMMERCE DRIVE SUITE A, MONROE, NC 28110
Preparer
Thomas M Moyer Iii
Phone
7042837748
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Senior scholarships education 12,562 0 0 lift grant education 20,306 0 0

Form 990-ez, Part I, Line 16

Expenses marketing and pr 3,978 office expenses 1,004 mileage 239 prof development expense 1,258 bank fees 131 memberships, dues, subscr 1,419 board of directors expens 686 computer hardware and sof 1,859 total 10,574

Form 990-ez, Part II, Line 24

Sales tax receivable 0 856 total 0 856

Form 990-ez, Part II, Line 26

Credit card payable 3,094 0

Raw XML Appendix187 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENIOR SCHOLARSHIPS EDUCATION 12,562 0 0 LIFT GRANT EDUCATION 20,306 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING AND PR 3,978 OFFICE EXPENSES 1,004 MILEAGE 239 PROF DEVELOPMENT EXPENSE 1,258 BANK FEES 131 MEMBERSHIPS, DUES, SUBSCR 1,419 BOARD OF DIRECTORS EXPENS 686 COMPUTER HARDWARE AND SOF 1,859 TOTAL 10,574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALES TAX RECEIVABLE 0 856 TOTAL 0 856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD PAYABLE 3,094 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RON HINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07042960725
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
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ReturnHeader/Filer/EIN0274620790
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ReturnHeader/Filer/USAddress/ZIPCd028111
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02213 COMMERCE DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028110
ReturnHeader/PreparerPersonGrp/PhoneNum07042837748
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M MOYER III
ReturnHeader/ReturnTs02015-12-02T15:21:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings