Civic Intelligence

Union Day School Inc.

990 • Fiscal year 2018 • EIN 47-1782363

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.UNIONDAYSCHOOL.COM
3000 Tilley Morris RoadWeddington, NC 28104

(704) 256-1494

Siviq Scores

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

Liabilities / Assets

66th percentile

0.33x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

9.6%

Higher net margin than 64% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$31,071

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Asset Growth

93rd percentile

106%

Faster asset growth than 93% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$737,811

Up $379,633 (+106%) from 2017

Net Assets

Up

$494,968

Up $317,057 (+178%) from 2017

Liabilities

Up

$242,843

Up $62,576 (+35%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin64th percentile

Revenue

Up

$3,315,287

Up $1,180,430 (+55%) from 2017

Expenses

Up

$2,998,230

Up $1,041,284 (+53%) from 2017

Net Income

Up

$317,057

Up $139,146 (+78%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2018

Assets$737,811
Liabilities$242,843
Net Assets$494,968
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

2018

Revenue$3,315,287
Expenses$2,998,230
Net Income$317,057
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$3,315,287
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$593,855▲ $235,677
Rtn Earn Endowment Incm Other Fnds$177,911$494,968▲ $317,057
Accounts Receivable-$143,956-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$358,178$737,811▲ $379,633
Liabilities
Accounts Payable and Accrued Expenses$167,473$203,570▲ $36,097
Other Liabilities$12,794$39,273▲ $26,479
Total Liabilities$180,267$242,843▲ $62,576
Net Assets / Fund Balance
Total Net Assets Fund Balance$177,911$494,968▲ $317,057
Total Liabilities and Net Assets / Fund Balance$358,178$737,811▲ $379,633
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pamela LongExecutive DirectorFT$31,071$31,071

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,247,026
Program Service Revenue
$68,261
Investment Income
$0
Other Revenue
$0
All Other Contributions
$127,516
Change in Net Assets
$317,057

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,315,287
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,315,287
Total Revenue per Form 990
$3,315,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,751,994
Other Expenses$1,246,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,193,263$136,430-$1,329,693
Occupancy-$512,798-$512,798
Other Employee Benefits$137,824$24,322-$162,146
All Other Expenses$145,454$6,364-$151,818
Payroll Taxes$89,627$15,817-$105,444
Current Officers, Directors, Trustees, and Key Employees-$77,392-$77,392
Pension Plan Contributions$65,721$11,598-$77,319
Other Expenses$55,963$0-$55,963
Fees for Services Accounting-$43,978-$43,978
Fees for Services Legal-$28,537-$28,537
Information Technology$5,827$19,153-$24,980
Insurance-$13,644-$13,644
Advertising-$5,384-$5,384
Total Functional Expenses$1,737,588$1,260,642$0$2,998,230

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,998,230
Total Expenses per Audited Statements$2,998,230
Total Expenses per Form 990$2,998,230
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$39,273
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
3000 TILLEY MORRIS ROAD, WEDDINGTON, NC 28104

Signing Officer

Name
Erin Kirkpatrick
Title
Board Chair
Phone
7042561494
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Kirkpatrick
Formed
2016
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
62
Volunteers
6

Preparer

Firm
Potter & Company Pa
Address
434 COPPERFIELD BLVD NE STE A, CONCORD, NC 28025
Preparer
Samuel M Leder CPA
Phone
7047868189
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school has adopted asc 740-10 as it relates to uncertain tax positions for the year ended june 30, 2018 and have evaluated their tax positions taken for all open tax years. However, the school is not currently under audit nor has the school been contacted by these jurisdictions. Based on the evaluation of the school's tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the year end june 30, 2018.”

Raw XML Appendix381 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS ADOPTED ASC 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2018 AND HAVE EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. HOWEVER, THE SCHOOL IS NOT CURRENTLY UNDER AUDIT NOR HAS THE SCHOOL BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE SCHOOL'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR END JUNE 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02998230
IRS990ScheduleD/TotalLiabilityAmt039273
IRS990ScheduleD/TotalRevenuePerForm990Amt03315287
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03315287
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02998230
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE POLICY IS INCLUDED IN THE ORGANIZATION'S STATEMENT OF PURPOSE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES FEDERAL AND STATE ASSISTANCE THROUGH THE STATE BOARD OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/TotalAssetsBOYAmt0358178
IRS990/TotalAssetsEOYAmt0737811
IRS990/TotalAssetsGrp/BOYAmt0358178
IRS990/TotalAssetsGrp/EOYAmt0737811
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03247026
IRS990/TotalEmployeeCnt062
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01260642
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01737588
IRS990/TotalFunctionalExpensesGrp/TotalAmt02998230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0180267
IRS990/TotalLiabilitiesEOYAmt0242843
IRS990/TotalLiabilitiesGrp/BOYAmt0180267
IRS990/TotalLiabilitiesGrp/EOYAmt0242843
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0494968
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01737588
IRS990/TotalProgramServiceRevenueAmt068261
IRS990/TotalReportableCompFromOrgAmt031071
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068261
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03315287
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0358178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0737811
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/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UNIONDAYSCHOOL.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN KIRKPATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042561494
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION DAY SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0471782363
ReturnHeader/Filer/PhoneNum07042561494
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 TILLEY MORRIS ROAD
ReturnHeader/Filer/USAddress/CityNm0WEDDINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C511D7D7579B682110178C91BC4B237A7A01607
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C511D7D7579B682110178C91BC4B237A7A01607
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.199.245
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:23:24
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/ReturnTs02019-05-14T15:00:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$737,811
Liabilities
$242,843
Net assets
$494,968
Revenue
$3,315,287
Expenses
$2,998,230
Net income
$317,057
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