Civic Intelligence

Union County Charter Education Association

990 • Fiscal year 2020 • EIN 46-5749321

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

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

95th percentile

1.16x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

1.62x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Net Margin

18th percentile

-6.4%

Higher net margin than 18% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Asset Growth

12th percentile

-3.6%

Faster asset growth than 12% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$12,408,459

Down $465,927 (-3.6%) from 2019

Net Assets

Down

-$2,025,488

Down $571,962 (-39%) from 2019

Liabilities

Up

$14,433,947

Up $106,035 (+0.7%) from 2019

Revenue

Up

$8,921,443

Up $493,953 (+5.9%) from 2019

Expenses

Up

$9,493,405

Up $822,563 (+9.5%) from 2019

Net Income

Down

-$571,962

Down $328,610 (-135%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$12,408,459
Liabilities$14,433,947
Net Assets-$2,025,488

Operations Trend

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

2020

Revenue$8,921,443
Expenses$9,493,405
Net Income-$571,962
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$8,921,443
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$11,986,008$11,589,065▼ $396,943
Cash and Non-Interest-Bearing Accounts$232,525$668,712▲ $436,187
Pledges and Grants Receivable$150,679$82,181▼ $68,498
Prepaid Expenses and Deferred Charges$21,300$11,640▼ $9,660
Accounts Receivable$431,767$1,717▼ $430,050
Total Assets$12,874,386$12,408,459▼ $465,927
Other Assets Total$52,107$55,144▲ $3,037
Liabilities
Other Liabilities$13,861,417$13,788,800▼ $72,617
Accounts Payable and Accrued Expenses$466,495$645,147▲ $178,652
Total Liabilities$14,327,912$14,433,947▲ $106,035
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,453,526$-2,025,488▼ $571,962
Total Net Assets Fund Balance$-1,453,526$-2,025,488▼ $571,962
Total Liabilities and Net Assets / Fund Balance$12,874,386$12,408,459▼ $465,927

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,167,130$1,212,136$12,379,266
Equipment$406,607$1,059,042$1,465,649
Leasehold Improvements$15,328$2,066$17,394
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tricia GreenPresident
Antoine JohnsonDirector
Cheryl KornDirector
Leah MorencyDirector
Natalia BelovDirector
Stephanie GossertDirector
Nicole BlevinsSecretary
Chipper LongTreasurer
Michael AlvarezVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,491,415
Program Service Revenue
$208,258
Investment Income
$0
Other Revenue
$221,770
All Other Contributions
$12,894
Change in Net Assets
$-571,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,921,443
Total Revenue per Audited Statements
$8,921,443
Total Revenue per Form 990
$8,921,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,829,015
Other Expenses$4,664,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,856,619$1,202,291-$4,058,910
Interest$1,158,607$496,546-$1,655,153
Fees for Services Other$937,342$401,718-$1,339,060
Other Employee Benefits$539,073$231,032-$770,105
Depreciation Depletion$287,506$272,542-$560,048
All Other Expenses-$197,720-$197,720
Other Expenses$126,742$200,888-$126,742
Total Functional Expenses$6,074,982$3,418,423$0$9,493,405

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,493,405
Total Expenses per Audited Statements$9,493,405
Total Expenses per Form 990$9,493,405
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$12,320,686
Accrued Interest$1,468,114
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
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

Signing Officer

Name
Tricia Green
Title
President
Phone
7048933607
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tricia Green
Formed
2015
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Sharpe Patel CPA
Address
325 ARLINGTON AVE STE 510, CHARLOTTE, NC 28203-4489
Preparer
Megan a Rushford CPA
Phone
7044993893
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.

Form 990, Part IX, Line 11G

Professional services 792,077 339,461 0 vendor service 145,265 62,257 0 total 937,342 401,718 0

Raw XML Appendix389 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0466495
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0645147
IRS990/AccountsReceivableGrp/BOYAmt0431767
IRS990/AccountsReceivableGrp/EOYAmt01717
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt012894
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0197720
IRS990/AllOtherExpensesGrp/TotalAmt0197720
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0CHARTER SCHOOLS USA
IRS990/BooksInCareOfDetail/PhoneNum09542023500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 CORPORATE DRIVE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT LAUDERDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033334
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0232525
IRS990/CashNonInterestBearingGrp/EOYAmt0668712
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08491415
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt04664390
IRS990/CYOtherRevenueAmt0221770
IRS990/CYProgramServiceRevenueAmt0208258
IRS990/CYRevenuesLessExpensesAmt0-571962
IRS990/CYSalariesCompEmpBnftPaidAmt04829015
IRS990/CYTotalExpensesAmt09493405
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08921443
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0272542
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0287506
IRS990/DepreciationDepletionGrp/TotalAmt0560048
IRS990/Desc0UNION PREPARATORY ACADEMY AT INDIAN TRAIL IS A NORTH CAROLINA PUBLIC SCHOOL OPERATED BY A NON-PROFIT CORPORATION, SERVING APPROXIMATELY 922 STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06074982
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0401718
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0937342
IRS990/FeesForServicesOtherGrp/TotalAmt01339060
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm1TRICIA GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm2NICOLE BLEVINS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHERYL KORN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHIPPER LONG
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHANIE GOSSERT
IRS990/Form990PartVIISectionAGrp/PersonNm6NATALIA BELOV
IRS990/Form990PartVIISectionAGrp/PersonNm7ANTOINE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8LEAH MORENCY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt08478521
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt08921443
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0496546
IRS990/InterestGrp/ProgramServicesAmt01158607
IRS990/InterestGrp/TotalAmt01655153
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02273244
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011986008
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011589065
IRS990/LandBldgEquipCostOrOtherBssAmt013862309
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-1453526
IRS990/NetAssetsOrFundBalancesEOYAmt0-2025488
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1453526
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-2025488
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt052107
IRS990/OtherAssetsTotalGrp/EOYAmt055144
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0231032
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0539073
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0770105
IRS990/OtherExpensesGrp/Desc0SYSTEM WIDE SUPPORT
IRS990/OtherExpensesGrp/Desc1INTERNAL FUNDS EXPENSE
IRS990/OtherExpensesGrp/Desc2INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc3FOOD PURCHASES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0415686
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200888
IRS990/OtherExpensesGrp/ProgramServicesAmt0169093
IRS990/OtherExpensesGrp/ProgramServicesAmt1126742
IRS990/OtherExpensesGrp/TotalAmt0415686
IRS990/OtherExpensesGrp/TotalAmt1200888
IRS990/OtherExpensesGrp/TotalAmt2169093
IRS990/OtherExpensesGrp/TotalAmt3126742
IRS990/OtherLiabilitiesGrp/BOYAmt013861417
IRS990/OtherLiabilitiesGrp/EOYAmt013788800
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0221770
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0221770
IRS990/OtherRevenueTotalAmt0221770
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01202291
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02856619
IRS990/OtherSalariesAndWagesGrp/TotalAmt04058910
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0150679
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt082181
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021300
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011640
IRS990/PrincipalOfficerNm0TRICIA GREEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0INSTRUCTIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0141821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166437
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0141821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166437
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07778418
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt04544572
IRS990/PYOtherRevenueAmt0251576
IRS990/PYProgramServiceRevenueAmt0397496
IRS990/PYRevenuesLessExpensesAmt0-243352
IRS990/PYSalariesCompEmpBnftPaidAmt04126270
IRS990/PYTotalExpensesAmt08670842
IRS990/PYTotalRevenueAmt08427490
IRS990/ReconcilationRevenueExpnssAmt0-571962
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt011167130
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01212136
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012379266
IRS990ScheduleD/EquipmentGrp/BookValueAmt0406607
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01059042
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01465649
IRS990ScheduleD/ExpensesSubtotalAmt09493405
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015328
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02066
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt017394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012320686
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11468114
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/RevenueSubtotalAmt08921443
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011589065
IRS990ScheduleD/TotalExpensesPerForm990Amt09493405
IRS990ScheduleD/TotalLiabilityAmt013788800
IRS990ScheduleD/TotalRevenuePerForm990Amt08921443
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08921443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09493405
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
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.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE E
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/ExplanationTxt5PROFESSIONAL SERVICES 792,077 339,461 0 VENDOR SERVICE 145,265 62,257 0 TOTAL 937,342 401,718 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012874386
IRS990/TotalAssetsEOYAmt012408459
IRS990/TotalAssetsGrp/BOYAmt012874386
IRS990/TotalAssetsGrp/EOYAmt012408459
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08491415
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03418423
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06074982
IRS990/TotalFunctionalExpensesGrp/TotalAmt09493405
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014327912
IRS990/TotalLiabilitiesEOYAmt014433947
IRS990/TotalLiabilitiesGrp/BOYAmt014327912
IRS990/TotalLiabilitiesGrp/EOYAmt014433947
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1453526
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-2025488
IRS990/TotalProgramServiceExpensesAmt06074982
IRS990/TotalProgramServiceRevenueAmt0208258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0430028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08921443
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012874386
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012408459
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02324 YOUNTS ROAD
IRS990/USAddress/CityNm0INDIAN TRAIL
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028079
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.INDIANTRAILPREP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07048933607
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION COUNTY CHARTER EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0465749321
ReturnHeader/Filer/PhoneNum07048933607
ReturnHeader/Filer/USAddress/AddressLine1Txt02324 YOUNTS ROAD
ReturnHeader/Filer/USAddress/CityNm0INDIAN TRAIL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028079
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844233121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARPE PATEL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 ARLINGTON AVE STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282034489
ReturnHeader/PreparerPersonGrp/PhoneNum07044993893
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN A RUSHFORD CPA
ReturnHeader/ReturnTs02021-05-13T14:34:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings