Civic Intelligence

Union Academy

990 • Fiscal year 2018 • EIN 56-2172412

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 19, 2018

Organization ProfileWWW.UNIONACADEMY.ORG

View Organization Page

675 North Ml King Jr BlvdMonroe, NC 28110

(704) 238-8883

Siviq Scores

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

Liabilities / Assets

80th percentile

0.75x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • NTEE B • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

1.43x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • NTEE B • $25M-$50M nonprofits • Source year 2018

Net Margin

61st percentile

8.5%

Higher net margin than 61% of similar nonprofits.

2018 filings • NTEE B • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

29th percentile

$158,397

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • NTEE B • $25M-$50M nonprofits • Source year 2018

Asset Growth

70th percentile

6.3%

Faster asset growth than 70% of similar nonprofits.

2018 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

23%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$28,372,086

Up $1,687,865 (+6.3%) from 2017

Net Assets

Up

$7,175,730

Up $1,252,711 (+21%) from 2017

Liabilities

Up

$21,196,356

Up $435,154 (+2.1%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin61st percentile

Revenue

Up

$14,791,108

Up $2,722,225 (+23%) from 2017

Expenses

Up

$13,538,397

Up $1,559,717 (+13%) from 2017

Net Income

Up

$1,252,711

Up $1,162,508 (+1289%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$40M$30M$20M$10M$0Assets 2014: $10,418,629Liabilities 2014: $6,061,593Net Assets 2014: $4,357,0362014Assets 2016: $11,375,321Liabilities 2016: $5,542,505Net Assets 2016: $5,832,8162016Assets 2017: $26,684,221Liabilities 2017: $20,761,202Net Assets 2017: $5,923,0192017Assets 2018: $28,372,086Liabilities 2018: $21,196,356Net Assets 2018: $7,175,7302018Assets 2019: $30,055,129Liabilities 2019: $21,673,109Net Assets 2019: $8,382,0202019Assets 2020: $32,169,823Liabilities 2020: $22,316,637Net Assets 2020: $9,853,1862020Assets 2021: $32,815,866Liabilities 2021: $21,202,020Net Assets 2021: $11,613,8462021Assets 2022: $33,505,150Liabilities 2022: $19,948,246Net Assets 2022: $13,556,9042022Assets 2023: $33,174,277Liabilities 2023: $20,358,044Net Assets 2023: $12,816,2332023Assets 2024: $34,907,561Liabilities 2024: $20,355,183Net Assets 2024: $14,552,3782024

Highlighted filing

2018

Assets$28,372,086
Liabilities$21,196,356
Net Assets$7,175,730
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $10,025,135Expenses 2014: $9,106,689Net Income 2014: $918,4462014Revenue 2016: $11,571,992Expenses 2016: $11,043,816Net Income 2016: $528,1762016Revenue 2017: $12,068,883Expenses 2017: $11,978,680Net Income 2017: $90,2032017Revenue 2018: $14,791,108Expenses 2018: $13,538,397Net Income 2018: $1,252,7112018Revenue 2019: $17,024,605Expenses 2019: $15,818,315Net Income 2019: $1,206,2902019Revenue 2020: $17,609,069Expenses 2020: $16,137,903Net Income 2020: $1,471,1662020Revenue 2021: $17,648,120Expenses 2021: $15,887,460Net Income 2021: $1,760,6602021Revenue 2022: $20,376,317Expenses 2022: $18,433,259Net Income 2022: $1,943,0582022Revenue 2023: $22,260,283Expenses 2023: $23,000,954Net Income 2023: -$740,6712023Revenue 2024: $24,661,995Expenses 2024: $22,925,850Net Income 2024: $1,736,1452024

Highlighted filing

2018

Revenue$14,791,108
Expenses$13,538,397
Net Income$1,252,711
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
Gross Receipts
$14,791,108
Mission and Program Overview

Mission

Union academy (ua) is a collaborative venture that involves the whole family and the whole community in the education and development of the whole child. Ua cultivates learning that integrates high expectations for academic achievement with high standards for character development in a structured environment. This environment is designed and managed by a motivated and well-resourced professional faculty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$7,771,735$18,116,088▲ $10,344,353
Cash and Non-Interest-Bearing Accounts$17,482,336$8,358,063▼ $9,124,273
Land, Buildings, and Equipment, Net$1,317,672$1,451,495▲ $133,823
Accounts Receivable$63,412$51,426▼ $11,986
Total Assets$26,684,221$28,372,086▲ $1,687,865
Other Assets Total$49,066$395,014▲ $345,948
Liabilities
Other Liabilities$20,049,066$20,395,014▲ $345,948
Accounts Payable and Accrued Expenses$679,390$763,469▲ $84,079
Deferred Revenue$32,746$37,873▲ $5,127
Total Liabilities$20,761,202$21,196,356▲ $435,154
Net Assets / Fund Balance
Unrestricted Net Assets$5,923,019$7,175,730▲ $1,252,711
Total Net Assets Fund Balance$5,923,019$7,175,730▲ $1,252,711
Total Liabilities and Net Assets / Fund Balance$26,684,221$28,372,086▲ $1,687,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,061,048$2,153,084$3,214,132
Leasehold Improvements$287,911$519,667$807,578
Other Land Buildings$102,536$402,330$504,866
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann WaltersHeadmaster-$158,397$158,397
Lynn KroegerFinance OffiFT$101,591$101,591

Board Members and Trustees

NameTitle
Mike HarrisChair
Jack JamesVice Chair
Alicia CampbellBoard Member
Charla GrishamBoard Member
Frank AikmusBoard Member
G Alan SumrellBoard Member
Inessa MontesBoard Member
Jeffery CarpenterBoard Member
Jesse F MangumBoard Member
Lenora BowmanBoard Member
Mellisa WheelerBoard Member
Robert NobletBoard Member
Craig BraggSecretary
Daniel JordanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,791,108
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,649,473
Change in Net Assets
$1,252,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,791,108
Total Revenue per Audited Statements
$14,791,108
Total Revenue per Form 990
$14,791,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,679,724
Other Expenses$3,858,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,920,374$1,155,561-$8,075,935
Other Employee Benefits$1,243,411$190,548-$1,433,959
Occupancy$6,580$698,880-$705,460
Interest-$627,654-$627,654
Office Expenses$338,868$276,016-$614,884
Depreciation Depletion$321,493$148,361-$469,854
Fees for Services Other-$173,496-$173,496
Pension Plan Contributions$159,069$10,761-$169,830
Information Technology$148,172--$148,172
All Other Expenses$22,382$61,142-$83,524
Other Expenses$74,063$50,223-$74,063
Advertising-$29,194-$29,194
Fees for Services Legal-$27,221-$27,221
Travel$4,129$22,548-$26,677
Fees for Services Accounting-$4,658-$4,658
Total Functional Expenses$9,698,553$3,839,844$0$13,538,397

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,538,397
Total Expenses per Audited Statements$13,538,397
Total Expenses per Form 990$13,538,397
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
Long-term Liabilities (over 1 Year)$19,948,753
Interest Rate Swap$326,482
457(f) Deferred Compensation Payable$68,532
Long-term Liabilities (under 1 Year)$51,247
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the board prior to filing.”

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

“Board does periodic review of interest that can give rise to conflicts”

Form 990, Page 6, Part VI, Line 15A

“Compensation is approved by the board of directors”

Form 990, Page 6, Part VI, Line 15B

“All compensation is approved by the board of directors”

Form 990, Page 6, Part VI, Line 19

“Tax returns and other irs documents required for public disclosure are available for viewing by the public at the organization's office upon request.”

Filing and Contact Details

Filer

Filer Name
Union Academy
EIN
56-2172412
Phone
7042388883
Address
675 NORTH ML KING JR BLVD, MONROE, NC 28110

Signing Officer

Name
Lynn Kroeger
Title
Finance Officer
Phone
7042388883
Signed
2018-11-19

Organization Details

Principal Officer
Lynn Kroeger
Formed
2000
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
301
Volunteers
933

Preparer

Firm
Rives & Associates Llp
Address
212 W CENTER ST, LEXINGTON, NC 27292-3012
Preparer
W Leon Rives
Phone
3362488281
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Union academy (ua) is a collaborative venture that involves the whole family and the whole community in the education and development of the whole child. Ua cultivates learning that integrates high expectations for academic achievement with high standards for character development in a structured environment. This environment is designed and managed by a motivated and well-resourced professional faculty.”

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IRS990/LandBldgEquipCostOrOtherBssAmt04526576
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0UNION ACADEMY (UA) IS A COLLABORATIVE VENTURE THAT INVOLVES THE WHOLE FAMILY AND THE WHOLE COMMUNITY IN THE EDUCATION AND DEVELOPMENT OF THE WHOLE CHILD. UA CULTIVATES LEARNING THAT INTEGRATES HIGH EXPECTATIONS FOR ACADEMIC ACHIEVEMENT WITH HIGH STANDARDS FOR CHARACTER DEVELOPMENT IN A STRUCTURED ENVIRONMENT. THIS ENVIRONMENT IS DESIGNED AND MANAGED BY A MOTIVATED AND WELL-RESOURCED PROFESSIONAL FACULTY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05923019
IRS990/NetAssetsOrFundBalancesEOYAmt07175730
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0698880
IRS990/OccupancyGrp/ProgramServicesAmt06580
IRS990/OccupancyGrp/TotalAmt0705460
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0276016
IRS990/OfficeExpensesGrp/ProgramServicesAmt0338868
IRS990/OfficeExpensesGrp/TotalAmt0614884
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt049066
IRS990/OtherAssetsTotalGrp/EOYAmt0395014
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0190548
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01243411
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01433959
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1FIELD TRIPS
IRS990/OtherExpensesGrp/Desc2OTHER CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc3WORKSHOP EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0363581
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150223
IRS990/OtherExpensesGrp/ProgramServicesAmt0321430
IRS990/OtherExpensesGrp/ProgramServicesAmt1138582
IRS990/OtherExpensesGrp/ProgramServicesAmt274063
IRS990/OtherExpensesGrp/TotalAmt0363581
IRS990/OtherExpensesGrp/TotalAmt1321430
IRS990/OtherExpensesGrp/TotalAmt2188805
IRS990/OtherExpensesGrp/TotalAmt374063
IRS990/OtherLiabilitiesGrp/BOYAmt020049066
IRS990/OtherLiabilitiesGrp/EOYAmt020395014
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01155561
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06920374
IRS990/OtherSalariesAndWagesGrp/TotalAmt08075935
IRS990/PartialLiquidationInd0false
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010761
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0159069
IRS990/PensionPlanContributionsGrp/TotalAmt0169830
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07771735
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018116088
IRS990/PrincipalOfficerNm0LYNN KROEGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012068883
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt03045601
IRS990/PYRevenuesLessExpensesAmt090203
IRS990/PYSalariesCompEmpBnftPaidAmt08933079
IRS990/PYTotalExpensesAmt011978680
IRS990/PYTotalRevenueAmt012068883
IRS990/ReconcilationRevenueExpnssAmt01252711
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01061048
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02153084
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03214132
IRS990ScheduleD/ExpensesSubtotalAmt013538397
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0287911
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0519667
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0807578
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0102536
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0402330
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0504866
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019948753
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1326482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt268532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt351247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG-TERM LIABILITIES (OVER 1 YEAR)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2457(F) DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LONG-TERM LIABILITIES (UNDER 1 YEAR)
IRS990ScheduleD/RevenueSubtotalAmt014791108
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01451495
IRS990ScheduleD/TotalExpensesPerForm990Amt013538397
IRS990ScheduleD/TotalLiabilityAmt020395014
IRS990ScheduleD/TotalRevenuePerForm990Amt014791108
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014791108
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013538397
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0IT IS EXPLAINED IN ALL MATERIAL (WEBSITE, BROCHURES, ETC.)
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1DO NOT HAVE SCHOLARSHIPS OR FINANCIAL ASSISTANCE
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2NORTH CAROLINA CHARTER SCHOOL, FUNDED BY STATE AND LOCAL GOVERNMENT. ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0158397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANN WALTERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEADMASTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0158397
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION ACADEMY (UA) IS A COLLABORATIVE VENTURE THAT INVOLVES THE WHOLE FAMILY AND THE WHOLE COMMUNITY IN THE EDUCATION AND DEVELOPMENT OF THE WHOLE CHILD. UA CULTIVATES LEARNING THAT INTEGRATES HIGH EXPECTATIONS FOR ACADEMIC ACHIEVEMENT WITH HIGH STANDARDS FOR CHARACTER DEVELOPMENT IN A STRUCTURED ENVIRONMENT. THIS ENVIRONMENT IS DESIGNED AND MANAGED BY A MOTIVATED AND WELL-RESOURCED PROFESSIONAL FACULTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD DOES PERIODIC REVIEW OF INTEREST THAT CAN GIVE RISE TO CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX RETURNS AND OTHER IRS DOCUMENTS REQUIRED FOR PUBLIC DISCLOSURE ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION ACADEMY PRIVATE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNION ACADEMY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0PREKINDERGARTEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0815358346
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1562278618
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRE-K
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0675 NORTH ML KING JR BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1675 NORTH ML KING JR BLVD

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$28,372,086
Liabilities
$21,196,356
Net assets
$7,175,730
Revenue
$14,791,108
Expenses
$13,538,397
Net income
$1,252,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.9$20.4$14.6$24.7$22.9$1.74
2023Detailed filing. Detailed filing data is available for this year.$33.2$20.4$12.8$22.3$23.0$0.74
2022Detailed filing. Detailed filing data is available for this year.$33.5$19.9$13.6$20.4$18.4$1.94
2021Detailed filing. Detailed filing data is available for this year.$32.8$21.2$11.6$17.6$15.9$1.76
2020Detailed filing. Detailed filing data is available for this year.$32.2$22.3$9.85$17.6$16.1$1.47
2019Detailed filing. Detailed filing data is available for this year.$30.1$21.7$8.38$17.0$15.8$1.21
2018Detailed filing. Detailed filing data is available for this year.$28.4$21.2$7.18$14.8$13.5$1.25
2017Detailed filing. Detailed filing data is available for this year.$26.7$20.8$5.92$12.1$12.0$0.09
2016Summary only. Only limited summary data is available for this year.$11.4$5.54$5.83$11.6$11.0$0.53
2014Summary only. Only limited summary data is available for this year.$10.4$6.06$4.36$10.0$9.11$0.92