Civic Intelligence

Union County Charter Education Association

990 • Fiscal year 2019 • EIN 46-5749321

Jul 01, 2018 to Jun 30, 2019 • Filed on May 01, 2020

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

92nd percentile

1.11x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • NTEE B • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

1.70x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • NTEE B • $10M-$25M nonprofits • Source year 2019

Net Margin

25th percentile

-2.9%

Higher net margin than 25% of similar nonprofits.

2019 filings • NTEE B • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • NTEE B • $10M-$25M nonprofits • Source year 2019

Asset Growth

21st percentile

-3.6%

Faster asset growth than 21% of similar nonprofits.

2019 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$12,874,386

Down $483,249 (-3.6%) from 2018

Net Assets

Down

-$1,453,526

Down $243,352 (-20%) from 2018

Liabilities

Down

$14,327,912

Down $239,897 (-1.6%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin25th percentile

Revenue

Up

$8,427,490

Up $1,537,878 (+22%) from 2018

Expenses

Up

$8,670,842

Up $778,730 (+9.9%) from 2018

Net Income

Up

-$243,352

Up $759,148 (+76%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2019

Assets$12,874,386
Liabilities$14,327,912
Net Assets-$1,453,526
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

2019

Revenue$8,427,490
Expenses$8,670,842
Net Income-$243,352
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 1, 2020
Return Version
2018v3.2
Gross Receipts
$8,427,490
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$12,466,896$11,986,008▼ $480,888
Accounts Receivable$156,459$431,767▲ $275,308
Cash and Non-Interest-Bearing Accounts$431,598$232,525▼ $199,073
Pledges and Grants Receivable$185,518$150,679▼ $34,839
Prepaid Expenses and Deferred Charges$61,499$21,300▼ $40,199
Total Assets$13,357,635$12,874,386▼ $483,249
Other Assets Total$55,665$52,107▼ $3,558
Liabilities
Other Liabilities$13,836,057$13,861,417▲ $25,360
Accounts Payable and Accrued Expenses$731,752$466,495▼ $265,257
Total Liabilities$14,567,809$14,327,912▼ $239,897
Net Assets / Fund Balance
Unrestricted Net Assets$-1,210,174$-1,453,526▼ $243,352
Total Net Assets Fund Balance$-1,210,174$-1,453,526▼ $243,352
Total Liabilities and Net Assets / Fund Balance$13,357,635$12,874,386▼ $483,249

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,476,611$902,655$12,379,266
Equipment$507,980$809,958$1,317,938
Leasehold Improvements$1,417$583$2,000
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Michael AlvarezPresident
Cheryl KornDirector
Chipper LongDirector
Heather WhillierDirector
Stephanie GossertDirector
Nicole BlevinsSecretary
Tricia GreenVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter Schools USAManagement800 CORPORATE DR, Fort Lauderdale, FL 33334$1,326,810
Preferred Meal SystemsFood Services4135 BIRNEY AVE, Scranton, PA 18507$189,492
Kerr Connect LLCSpec. Education1319 MILITARY CUTOFF RD, Wilmington, NC 28405$124,953
Revenue and Support

Revenue Composition

Contributions and Grants
$7,778,418
Program Service Revenue
$397,496
Investment Income
$0
Other Revenue
$251,576
Change in Net Assets
$-243,352

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,427,490
Total Revenue per Audited Statements
$8,427,490
Total Revenue per Form 990
$8,427,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,544,572
Salaries, Compensation, and Employee Benefits$4,126,270
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,466,325$48,631-$3,514,956
Interest-$1,642,059-$1,642,059
Fees for Services Other$346,794$519,241-$866,035
Depreciation Depletion$326,685$309,682-$636,367
Occupancy$1,465$418,910-$420,375
Other Employee Benefits$297,085--$297,085
Payroll Taxes$292,379$3,946-$296,325
Other Expenses$205,274$54,401-$205,274
Office Expenses$92,947$55,600-$148,547
Information Technology$72,393$53,719-$126,112
Insurance$91,577$20,821-$112,398
Fees for Services Accounting-$23,200-$23,200
Pension Plan Contributions$17,904--$17,904
Travel$12,248--$12,248
Total Functional Expenses$5,520,632$3,150,210$0$8,670,842

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,670,842
Total Expenses per Audited Statements$8,670,842
Total Expenses per Form 990$8,670,842
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$12,641,180
Accrued Interest$1,220,237
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

“No review was or will be conducted.”

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 Indian

Signing Officer

Name
Michael Alvarez
Title
President
Phone
7048933607
Signed
2020-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Alvarez
Formed
2015
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

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

Additional Explanations

Form 990, Page 1, Item C

“Union prepatory academy at 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/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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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION PREPATORY ACADEMY AT INDIAN 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/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL INFORMATION IS AVAILABLE ON SITE BY REQUEST AND AVAILABLE THROUGH FOUNDATION WEBSITES OR NON-PROFIT WEBSITES VIA THE INTERNET SUCH AS GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/FilingSecurityInformation/IPTm015:07:43

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,874,386
Liabilities
$14,327,912
Net assets
-$1,453,526
Revenue
$8,427,490
Expenses
$8,670,842
Net income
-$243,352
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