Civic Intelligence

Union Day School Inc.

990 • Fiscal year 2017 • EIN 47-1782363

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization ProfileWWW.UNIONDAYSCHOOL.COM
8120 Kensington DriveWaxhaw, NC 28173

(704) 256-1494

Siviq Scores

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

Liabilities / Assets

75th percentile

0.50x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.08x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$13,990

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

100th percentile

35817700%

Faster asset growth than 100% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$358,178

Up $358,177 (+35817700%) from 2016

Net Assets

$177,911

No earlier filing loaded for comparison.

Liabilities

Up

$180,267

Up $180,267 from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin64th percentile

Revenue

Up

$2,134,857

Up $2,134,857 from 2016

Expenses

Up

$1,956,946

Up $1,956,946 from 2016

Net Income

Up

$177,911

Up $177,911 from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2016: $1Liabilities 2016: $02016Assets 2017: $358,178Liabilities 2017: $180,267Net Assets 2017: $177,9112017Assets 2018: $737,811Liabilities 2018: $242,843Net Assets 2018: $494,9682018Assets 2019: $1,129,240Liabilities 2019: $230,645Net Assets 2019: $898,5952019Assets 2020: $1,317,264Liabilities 2020: $696,632Net Assets 2020: $620,6322020Assets 2021: $1,699,237Liabilities 2021: $216,841Net Assets 2021: $1,482,3962021Assets 2022: $2,259,920Liabilities 2022: $237,937Net Assets 2022: $2,021,9832022Assets 2023: $2,395,731Liabilities 2023: $223,095Net Assets 2023: $2,172,6362023Assets 2024: $2,683,475Liabilities 2024: $222,663Net Assets 2024: $2,460,8122024

Highlighted filing

2017

Assets$358,178
Liabilities$180,267
Net Assets$177,911
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $2,134,857Expenses 2017: $1,956,946Net Income 2017: $177,9112017Revenue 2018: $3,315,287Expenses 2018: $2,998,230Net Income 2018: $317,0572018Revenue 2019: $4,336,244Expenses 2019: $3,932,617Net Income 2019: $403,6272019Revenue 2020: $3,993,102Expenses 2020: $4,271,065Net Income 2020: -$277,9632020Revenue 2021: $5,648,033Expenses 2021: $4,786,270Net Income 2021: $861,7632021Revenue 2022: $6,731,396Expenses 2022: $6,191,809Net Income 2022: $539,5872022Revenue 2023: $5,693,606Expenses 2023: $5,542,954Net Income 2023: $150,6522023Revenue 2024: $6,951,483Expenses 2024: $6,663,307Net Income 2024: $288,1762024

Highlighted filing

2017

Revenue$2,134,857
Expenses$1,956,946
Net Income$177,911
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$2,134,857
Mission and Program Overview

Mission

Union day school will deliver a rigorous and content-rich education to a diverse community of students, in a shared conviction that each student will achieve high quality academic success and enriched personal growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$358,178-
Rtn Earn Endowment Incm Other Fnds$0$177,911▲ $177,911
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$358,178▲ $358,178
Liabilities
Accounts Payable and Accrued Expenses-$167,473-
Other Liabilities$0$12,794▲ $12,794
Total Liabilities$0$180,267▲ $180,267
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$177,911▲ $177,911
Total Liabilities and Net Assets / Fund Balance$0$358,178▲ $358,178
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John D WestbergExecutive DirectorFT$13,990$13,990

Board Members and Trustees

NameTitle
Erin KirkpartickBoard Chair
Joely LordVice Chair
Ali MilliganBoard Member
F Boyce ThiesBoard Member
Mark BrodyBoard Member
Celeste SlayBoard Secretary
Joan E MazzuBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,090,377
Program Service Revenue
$44,480
Investment Income
$0
Other Revenue
$0
All Other Contributions
$33,444
Change in Net Assets
$177,911

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,134,857
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,134,857
Total Revenue per Form 990
$2,134,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,268,680
Other Expenses$688,266
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$885,485$148,040-$1,033,525
Occupancy-$233,869-$233,869
Other Employee Benefits$91,000$16,896-$107,896
All Other Expenses$41,814$62,102-$103,916
Payroll Taxes$54,941$10,201-$65,142
Other Expenses$0$62,882-$62,882
Pension Plan Contributions$40,591$7,536-$48,127
Information Technology$3,959$25,481-$29,440
Current Officers, Directors, Trustees, and Key Employees-$13,990-$13,990
Insurance-$10,858-$10,858
Conferences and Meetings-$5,624-$5,624
Total Functional Expenses$1,250,857$706,089$0$1,956,946

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,956,946
Total Expenses per Audited Statements$1,956,946
Total Expenses per Form 990$1,956,946
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Compensated Absences$12,794
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft copy of the 990 return was given to the board of directors for review and approval.”

Form 990, Part VI, Section B, Line 15A

“The board of directors reviewed comparable salary data to determine the principal's salary”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available for public inspection at the oranization's office upon request. Organization staff are available to provide supervision and answer any questions the inquiring party may have.”

Filing and Contact Details

Filer

Filer Name
Union Day School Inc
EIN
47-1782363
Phone
7042561494
Address
8120 KENSINGTON DRIVE, WAXHAW, NC 28173

Signing Officer

Name
Erin Kirkpatrick
Title
Board Chair
Phone
7042561494
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Kirkpatrick
Formed
2016
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
37
Volunteers
0

Preparer

Firm
Potter & Company Pa
Address
434 COPPERFIELD BLVD NE STE A, CONCORD, NC 28025
Preparer
Samuel M Leder CPA
Phone
7047868189
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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/ExplanationTxt1THE ORGANIZATION RECEIVES FEDERAL AND STATE ASSISTANCE THROUGH THE STATE BOARD OF EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 RETURN WAS GIVEN TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWED COMPARABLE SALARY DATA TO DETERMINE THE PRINCIPAL'S SALARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORANIZATION'S OFFICE UPON REQUEST. ORGANIZATION STAFF ARE AVAILABLE TO PROVIDE SUPERVISION AND ANSWER ANY QUESTIONS THE INQUIRING PARTY MAY HAVE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0358178
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0358178
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02090377
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0706089
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01250857
IRS990/TotalFunctionalExpensesGrp/TotalAmt01956946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0180267
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0180267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0177911
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01250857
IRS990/TotalProgramServiceRevenueAmt044480
IRS990/TotalReportableCompFromOrgAmt013990
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02134857
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0358178
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08120 KENSINGTON DR
IRS990/USAddress/CityNm0WAXHAW
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028173
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UNIONDAYSCHOOL.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN KIRKPATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042561494
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION DAY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0471782363
ReturnHeader/Filer/PhoneNum07042561494
ReturnHeader/Filer/USAddress/AddressLine1Txt08120 KENSINGTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0WAXHAW
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C511D7D7579B682110178C91BC4B237A7A01607
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C511D7D7579B682110178C91BC4B237A7A01607
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.199.245
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:37:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561220683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0434 COPPERFIELD BLVD NE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028025
ReturnHeader/PreparerPersonGrp/PhoneNum07047868189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL M LEDER CPA
ReturnHeader/ReturnTs02018-05-14T11:16:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$358,178
Liabilities
$180,267
Net assets
$177,911
Revenue
$2,134,857
Expenses
$1,956,946
Net income
$177,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.22$2.46$6.95$6.66$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.22$2.17$5.69$5.54$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.24$2.02$6.73$6.19$0.54
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.22$1.48$5.65$4.79$0.86
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.70$0.62$3.99$4.27$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.23$0.90$4.34$3.93$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.24$0.49$3.32$3.00$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.18$0.18$2.13$1.96$0.18
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00