Civic Intelligence

Union County Public Education Foundation

990EZ • Fiscal year 2016 • EIN 27-4620790

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

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

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.00x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2016 filings • NTEE B11 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

21%

Faster asset growth than 66% of similar nonprofits.

2016 filings • NTEE B11 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

72%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • NTEE B11 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$131,919

Up $38,201 (+41%) from 2014

Net Assets

Up

$131,808

Up $41,184 (+45%) from 2014

Liabilities

Down

$111

Down $2,983 (-96%) from 2014

Revenue

Up

$121,156

Up $62,563 (+107%) from 2014

Expenses

Up

$98,649

Up $55,080 (+126%) from 2014

Net Income

Up

$22,507

Up $7,483 (+50%) 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 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

2016

Assets$131,919
Liabilities$111
Net Assets$131,808

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 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

2016

Revenue$121,156
Expenses$98,649
Net Income$22,507
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$121,156
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$29,949$85,111
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED EDWARDSChairman-$0--
ED DAVISVice Chairma-$0--
JAKE THOMASTreasurer-$0--
CANDICE STURDIVANTSecretary-$0--
ANN GOGATZBoard Member-$0--
TOM MOYERBoard Member-$0--
JOHN PARKER IIBoard Member-$0--
JAMES ALLEN LEEBoard Member-$0--
TREGG LINDBERGBoard Member-$0--
JERRY THOMASBoard Member-$0--
RITA WEBBBoard Member-$0--
AMY SPERRYExecutive DiPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Biz Ed Lunch$27,499$27,499-$27,499
5k Fundraiser$9,450$9,450-$9,450
Total Events$42,792$42,792-$42,792
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
Fred Edwards
Title
Chairman
Phone
7042960725
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

Senior scholarships education 13,796 0 0 lift grant education 12,588 0 0

Form 990-ez, Part I, Line 16

Expenses marketing and pr 4,648 office expenses 987 mileage 221 prof development expense 1,111 bank fees 34 memberships, dues, subscr 974 computer hardware and sof 2,262 meals 192 in kind 44,496 unrealized gains/losses 2,244 total 57,169

Form 990-ez, Part II, Line 24

Sales tax receivable 856 1,116 total 856 1,116

Form 990-ez, Part II, Line 26

BB&T CREDIT CARD 0 111

Raw XML Appendix183 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENIOR SCHOLARSHIPS EDUCATION 13,796 0 0 LIFT GRANT EDUCATION 12,588 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING AND PR 4,648 OFFICE EXPENSES 987 MILEAGE 221 PROF DEVELOPMENT EXPENSE 1,111 BANK FEES 34 MEMBERSHIPS, DUES, SUBSCR 974 COMPUTER HARDWARE AND SOF 2,262 MEALS 192 IN KIND 44,496 UNREALIZED GAINS/LOSSES 2,244 TOTAL 57,169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALES TAX RECEIVABLE 856 1,116 TOTAL 856 1,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BB&T CREDIT CARD 0 111
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FRED EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07042960725
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
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ReturnHeader/Filer/EIN0274620790
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028110
ReturnHeader/PreparerPersonGrp/PhoneNum07042837748
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MOORE
ReturnHeader/ReturnTs02016-11-08T08:42:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings