Civic Intelligence

Union County Charter Education Association

990 • Fiscal year 2017 • EIN 46-5749321

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 04, 2017

Organization ProfileWWW.INDIANTRAILPREP.ORG
2324 Younts RoadIndian Trail, NC 28079

(704) 893-3607

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.01x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

2.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Net Margin

23rd percentile

-3.6%

Higher net margin than 23% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$14,229,083

No earlier filing loaded for comparison.

Net Assets

-$207,674

No earlier filing loaded for comparison.

Liabilities

$14,436,757

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin23rd percentile

Revenue

$5,798,422

No earlier filing loaded for comparison.

Expenses

$6,006,096

No earlier filing loaded for comparison.

Net Income

-$207,674

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0-$10MAssets 2017: $14,229,083Liabilities 2017: $14,436,757Net Assets 2017: -$207,6742017Assets 2018: $13,357,635Liabilities 2018: $14,567,809Net Assets 2018: -$1,210,1742018Assets 2019: $12,874,386Liabilities 2019: $14,327,912Net Assets 2019: -$1,453,5262019Assets 2020: $12,408,459Liabilities 2020: $14,433,947Net Assets 2020: -$2,025,4882020Assets 2021: $12,495,232Liabilities 2021: $15,040,317Net Assets 2021: -$2,545,0852021Assets 2022: $15,226,387Liabilities 2022: $15,401,164Net Assets 2022: -$174,7772022Assets 2023: $11,588,957Liabilities 2023: $15,242,284Net Assets 2023: -$3,653,3272023Assets 2024: $19,399,441Liabilities 2024: $23,758,979Net Assets 2024: -$4,359,5382024

Highlighted filing

2017

Assets$14,229,083
Liabilities$14,436,757
Net Assets-$207,674
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $5,798,422Expenses 2017: $6,006,096Net Income 2017: -$207,6742017Revenue 2018: $6,889,612Expenses 2018: $7,892,112Net Income 2018: -$1,002,5002018Revenue 2019: $8,427,490Expenses 2019: $8,670,842Net Income 2019: -$243,3522019Revenue 2020: $8,921,443Expenses 2020: $9,493,405Net Income 2020: -$571,9622020Revenue 2021: $9,398,054Expenses 2021: $9,917,651Net Income 2021: -$519,5972021Revenue 2022: $11,014,801Expenses 2022: $11,786,644Net Income 2022: -$771,8432022Revenue 2023: $11,680,431Expenses 2023: $12,206,168Net Income 2023: -$525,7372023Revenue 2024: $12,816,162Expenses 2024: $13,522,373Net Income 2024: -$706,2112024

Highlighted filing

2017

Revenue$5,798,422
Expenses$6,006,096
Net Income-$207,674
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 4, 2017
Return Version
2016v3.1
Gross Receipts
$5,798,422
Mission and Program Overview

Mission

To build a student-centered learning environment that is project-based and technology-driven in which students can reach their academic potential. We value academic success through the use of data to meet individual diverse student needs. Union preparatory academy will foster a culture of innovation and inquiry using technology as the medium.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$12,948,377-
Cash and Non-Interest-Bearing Accounts-$1,029,339-
Accounts Receivable-$113,222-
Pledges and Grants Receivable-$50,837-
Prepaid Expenses and Deferred Charges-$38,298-
Total Assets$0$14,229,083▲ $14,229,083
Other Assets Total-$49,010-
Liabilities
Other Liabilities-$13,276,065-
Accounts Payable and Accrued Expenses-$1,160,692-
Total Liabilities$0$14,436,757▲ $14,436,757
Net Assets / Fund Balance
Unrestricted Net Assets-$-207,674-
Total Net Assets Fund Balance$0$-207,674▼ $207,674
Total Liabilities and Net Assets / Fund Balance$0$14,229,083▲ $14,229,083

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,095,574$283,692$12,379,266
Equipment$850,986$201,853$1,052,839
Leasehold Improvements$1,817$183$2,000
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Michael AlvarezPresident
Heather WhillierDirector
Mian RexDirector
Nicole BlevinsSecretary
Chipper LongTreasurer
Tricia GreenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,449,727
Program Service Revenue
$210,988
Investment Income
$0
Other Revenue
$137,707
All Other Contributions
$521,257
Change in Net Assets
$-207,674

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,798,422
Total Revenue per Audited Statements
$5,798,422
Total Revenue per Form 990
$5,798,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,006,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$1,287,389-$1,287,389
Other Expenses$931,543$853,296-$853,296
Depreciation Depletion-$485,728-$485,728
Total Functional Expenses$3,379,683$2,626,413$0$6,006,096

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,006,096
Total Expenses per Audited Statements$6,006,096
Total Expenses per Form 990$6,006,096
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Leases Payable$13,082,441
Accrued Interest$193,624
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Management is delegated to charter schools usa.”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 will be provided to the board members for review.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is monitored and enforced through the standards and provisions set forth by the north carolina state board of education. Board members are required to disclose any possible conflicts of interest annually.”

Form 990, Page 6, Part VI, Line 19

“All information is available on site by request and available through foundation websites or non-profit websites via the internet such as guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Union County Charter Education
EIN
46-5749321
Phone
7048933607
Address
2324 YOUNTS ROAD, INDIAN TRAIL, NC 28079
Doing Business As
Union Prepatory Academy at

Signing Officer

Name
Michael Alvarez
Title
President
Phone
7048933607
Signed
2017-01-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Alvarez
Formed
2015
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Rives & Associates Llp
Address
4515 FALLS OF NEUSE ROAD SUITE 450, RALEIGH, NC 27609
Preparer
Thomas B Cornwell CPA
Phone
9198326848
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“INDIAN TRAIL”

FORM 990 - ORGANIZATION'S MISSION

“To build a student-centered learning environment that is project-based and technology-driven in which students can reach their academic potential. We value academic success through the use of data to meet individual diverse student needs. Union preparatory academy will foster a culture of innovation and inquiry using technology as the medium.”

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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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0UNION PREPARATORY ACADEMY AT INDIAN TRAIL IS A PUBLIC CHARTER SCHOOL AND NOT REQUIRED TO FILE FORM 5578.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1UNION PREPARATORY ACADEMY AT INDIAN TRAIL IS A PUBLIC CHARTER SCHOOL AND NOT REQUIRED TO FILE FORM 5578.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL IS ORGANIZED AS A CHARTER SCHOOL UNDER THE NORTH CAROLINA GENERAL STATUTE 115C-218. ACCORDINGLY, IT RECEIVES BOTH FEDERAL AND STATE FUNDING AS ITS PRIMARY MEANS OF SUPPORT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIAN TRAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO BUILD A STUDENT-CENTERED LEARNING ENVIRONMENT THAT IS PROJECT-BASED AND TECHNOLOGY-DRIVEN IN WHICH STUDENTS CAN REACH THEIR ACADEMIC POTENTIAL. WE VALUE ACADEMIC SUCCESS THROUGH THE USE OF DATA TO MEET INDIVIDUAL DIVERSE STUDENT NEEDS. UNION PREPARATORY ACADEMY WILL FOSTER A CULTURE OF INNOVATION AND INQUIRY USING TECHNOLOGY AS THE MEDIUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT IS DELEGATED TO CHARTER SCHOOLS USA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF FORM 990 WILL BE PROVIDED TO THE BOARD MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH THE STANDARDS AND PROVISIONS SET FORTH BY THE NORTH CAROLINA STATE BOARD OF EDUCATION. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL INFORMATION IS AVAILABLE ON SITE BY REQUEST AND AVAILABLE THROUGH FOUNDATION WEBSITES OR NON-PROFIT WEBSITES VIA THE INTERNET SUCH AS GUIDESTAR.ORG.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,229,083
Liabilities
$14,436,757
Net assets
-$207,674
Revenue
$5,798,422
Expenses
$6,006,096
Net income
-$207,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.4$23.8$4.36$12.8$13.5$0.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$15.2$3.65$11.7$12.2$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$15.4$0.17$11.0$11.8$0.77
2021Detailed filing. Detailed filing data is available for this year.$12.5$15.0$2.55$9.40$9.92$0.52
2020Detailed filing. Detailed filing data is available for this year.$12.4$14.4$2.03$8.92$9.49$0.57
2019Detailed filing. Detailed filing data is available for this year.$12.9$14.3$1.45$8.43$8.67$0.24
2018Detailed filing. Detailed filing data is available for this year.$13.4$14.6$1.21$6.89$7.89$1.00
2017Detailed filing. Detailed filing data is available for this year.$14.2$14.4$0.21$5.80$6.01$0.21