Civic Intelligence

Union Academy

990 • Fiscal year 2019 • EIN 56-2172412

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 02, 2019

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

79th percentile

0.72x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

1.27x

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

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Net Margin

62nd percentile

7.1%

Higher net margin than 62% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$163,557

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2019 filings • NTEE B • $25M-$50M nonprofits • Source year 2019

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$30,055,129

Up $1,683,043 (+5.9%) from 2018

Net Assets

Up

$8,382,020

Up $1,206,290 (+17%) from 2018

Liabilities

Up

$21,673,109

Up $476,753 (+2.2%) from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin62nd percentile

Revenue

Up

$17,024,605

Up $2,233,497 (+15%) from 2018

Expenses

Up

$15,818,315

Up $2,279,918 (+17%) from 2018

Net Income

Down

$1,206,290

Down $46,421 (-3.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$30,055,129
Liabilities$21,673,109
Net Assets$8,382,020
Open 2019 Filing

Operations Trend

Revenue Growth71st 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

2019

Revenue$17,024,605
Expenses$15,818,315
Net Income$1,206,290
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 2, 2019
Return Version
2018v3.2
Gross Receipts
$17,024,605
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$18,116,088$20,887,477▲ $2,771,389
Cash and Non-Interest-Bearing Accounts$8,358,063$6,662,715▼ $1,695,348
Land, Buildings, and Equipment, Net$1,451,495$1,565,227▲ $113,732
Other Notes and Loans Receivable, Net$51,426$118,391▲ $66,965
Accounts Receivable-$24,263-
Total Assets$28,372,086$30,055,129▲ $1,683,043
Other Assets Total$395,014$797,056▲ $402,042
Liabilities
Other Liabilities$20,395,014$20,792,406▲ $397,392
Accounts Payable and Accrued Expenses$763,469$855,138▲ $91,669
Deferred Revenue$37,873$25,565▼ $12,308
Total Liabilities$21,196,356$21,673,109▲ $476,753
Net Assets / Fund Balance
Unrestricted Net Assets$7,175,730$8,382,020▲ $1,206,290
Total Net Assets Fund Balance$7,175,730$8,382,020▲ $1,206,290
Total Liabilities and Net Assets / Fund Balance$28,372,086$30,055,129▲ $1,683,043

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,048,015$2,120,404$3,168,419
Leasehold Improvements$449,944$585,352$1,035,296
Other Land Buildings$67,268$449,008$516,276
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann WaltersHeadmasterFT$163,557$163,557
Lynn KroegerFinance OffiFT$112,276$112,276

Board Members and Trustees

NameTitle
John LaurenzanaChairman
Kevin SellsVice Chair
Alicia CampbellBoard Member
Brandon ReevesBoard Member
Ed GoscickiBoard Member
Greg RathmellBoard Member
Greyson WhitakerBoard Member
Jack JamesBoard Member
Jeffery CarpenterBoard Member
Mike HarrisBoard Member
Nolan McbrideBoard Member
Robert NobletBoard Member
Sarah LatimerBoard Member
Tripp MeltonBoard Member
Lenora BowmanSecretary
Inessa MontesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,024,605
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,637,736
Change in Net Assets
$1,206,290

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,024,605
Total Revenue per Audited Statements
$17,024,605
Total Revenue per Form 990
$17,024,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,556,927
Other Expenses$5,261,388
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,876,448$688,470-$8,564,918
Other Employee Benefits$1,391,385$143,292-$1,534,677
Occupancy$7,372$1,369,820-$1,377,192
Office Expenses$456,453$427,554-$884,007
Interest-$761,276-$761,276
Depreciation Depletion$418,679$139,124-$557,803
Information Technology$322,223--$322,223
Current Officers, Directors, Trustees, and Key Employees-$275,833-$275,833
Pension Plan Contributions$159,266$22,233-$181,499
Fees for Services Other-$127,721-$127,721
Other Expenses$94,085$3,759-$97,844
All Other Expenses$19,802$76,282-$96,084
Advertising-$31,988-$31,988
Fees for Services Legal-$27,915-$27,915
Travel$3,957$19,689-$23,646
Fees for Services Accounting-$16,654-$16,654
Total Functional Expenses$11,174,759$4,643,556$0$15,818,315

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,818,315
Total Expenses per Audited Statements$15,818,315
Total Expenses per Form 990$15,818,315
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)$19,332,123
Interest Rate Swap$797,056
Long-term Liabilities (under 1 Year)$616,630
Due to Other Governments$46,597
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
2019-03-02

Organization Details

Principal Officer
Lynn Kroeger
Formed
2000
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
329
Volunteers
1,850

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/Form990PartVIISectionAGrp/TitleTxt17HEADMASTER
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IRS990/FormationYr02000
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IRS990/MinutesOfCommitteesInd0true
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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.
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IRS990/NetAssetsOrFundBalancesEOYAmt08382020
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IRS990/OccupancyGrp/ProgramServicesAmt07372
IRS990/OccupancyGrp/TotalAmt01377192
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0456453
IRS990/OfficeExpensesGrp/TotalAmt0884007
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0143292
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01391385
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01534677
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1FIELD TRIPS
IRS990/OtherExpensesGrp/Desc2OTHER CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc3WORKSHOP EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0412467
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt199479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23759
IRS990/OtherExpensesGrp/ProgramServicesAmt0337097
IRS990/OtherExpensesGrp/ProgramServicesAmt187992
IRS990/OtherExpensesGrp/ProgramServicesAmt294085
IRS990/OtherExpensesGrp/TotalAmt0412467
IRS990/OtherExpensesGrp/TotalAmt1337097
IRS990/OtherExpensesGrp/TotalAmt2187471
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0159266
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IRS990/PrincipalOfficerNm0LYNN KROEGER
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYRevenuesLessExpensesAmt01252711
IRS990/PYSalariesCompEmpBnftPaidAmt09679724
IRS990/PYTotalExpensesAmt013538397
IRS990/PYTotalRevenueAmt014791108
IRS990/ReconcilationRevenueExpnssAmt01206290
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02120404
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03168419
IRS990ScheduleD/ExpensesSubtotalAmt015818315
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0449944
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0585352
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01035296
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt067268
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0449008
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0516276
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019332123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1797056
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2616630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt346597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG-TERM LIABILITIES (OVER 1 YEAR)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LONG-TERM LIABILITIES (UNDER 1 YEAR)
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO OTHER GOVERNMENTS
IRS990ScheduleD/RevenueSubtotalAmt017024605
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01565227
IRS990ScheduleD/TotalExpensesPerForm990Amt015818315
IRS990ScheduleD/TotalLiabilityAmt020792406
IRS990ScheduleD/TotalRevenuePerForm990Amt017024605
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017024605
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015818315
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
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0163557
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANN WALTERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEADMASTER
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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.

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Filings

Displayed year

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

Open filing
Assets
$30,055,129
Liabilities
$21,673,109
Net assets
$8,382,020
Revenue
$17,024,605
Expenses
$15,818,315
Net income
$1,206,290
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