Civic Intelligence

Union Academy

990 • Fiscal year 2020 • EIN 56-2172412

Jul 01, 2019 to Jun 30, 2020 • Filed on May 12, 2021

Organization ProfileWWW.UNIONACADEMY.ORG

View Organization Page

675 N Mlk 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

77th percentile

0.69x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

1.27x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Net Margin

64th percentile

8.4%

Higher net margin than 64% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$133,989

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Asset Growth

66th percentile

7.0%

Faster asset growth than 66% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

3.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$32,169,823

Up $2,114,694 (+7.0%) from 2019

Net Assets

Up

$9,853,186

Up $1,471,166 (+18%) from 2019

Liabilities

Up

$22,316,637

Up $643,528 (+3.0%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin64th percentile

Revenue

Up

$17,609,069

Up $584,464 (+3.4%) from 2019

Expenses

Up

$16,137,903

Up $319,588 (+2.0%) from 2019

Net Income

Up

$1,471,166

Up $264,876 (+22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$32,169,823
Liabilities$22,316,637
Net Assets$9,853,186
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$17,609,069
Expenses$16,137,903
Net Income$1,471,166
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 12, 2021
Return Version
2019v5.2
Gross Receipts
$17,631,022
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.

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-resouced professional faculty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$20,887,477$20,006,389▼ $881,088
Cash and Non-Interest-Bearing Accounts$6,662,715$8,471,062▲ $1,808,347
Land, Buildings, and Equipment, Net$1,565,227$1,499,495▼ $65,732
Other Notes and Loans Receivable, Net$118,391$63,000▼ $55,391
Accounts Receivable$24,263$58,842▲ $34,579
Total Assets$30,055,129$32,169,823▲ $2,114,694
Other Assets Total$797,056$2,071,035▲ $1,273,979
Liabilities
Other Liabilities$20,792,406$21,403,158▲ $610,752
Accounts Payable and Accrued Expenses$855,138$906,836▲ $51,698
Deferred Revenue$25,565$6,643▼ $18,922
Total Liabilities$21,673,109$22,316,637▲ $643,528
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,382,020$9,853,186▲ $1,471,166
Total Net Assets Fund Balance$8,382,020$9,853,186▲ $1,471,166
Total Liabilities and Net Assets / Fund Balance$30,055,129$32,169,823▲ $2,114,694

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$58,116$330,047-
Equipment$845,159$2,595,798-
Leasehold Improvements$596,220$678,213-
Other Assets Org$2,071,035--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Lynn KroegerFinance OfficerFT$118,926$15,063$133,989

Board Members and Trustees

NameTitle
Jack JamesBoard Chair
Kevin SellsBoard Vice-chair
Bob NobletBoard Member
Brandon ReevesBoard Member
Ed GosickiBoard Member
Greg RathmellBoard Member
Greyson WhitakerBoard Member
John LaurenzanaBoard Member
Nolan McbrideBoard Member
Sarah LatimerBoard Member
Tripp MeltonBoard Member
Lenora BowmanBoard Secretary
Inessa MontesBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,058,763
Program Service Revenue
$567,258
Investment Income
$-16,952
Other Revenue
$0
All Other Contributions
$695,411
Change in Net Assets
$1,471,166

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,609,069
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$17,609,069
Total Revenue per Form 990
$17,609,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,137,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,943,858--$4,943,858
Interest-$748,064-$748,064
Total Functional Expenses$15,389,839$748,064$0$16,137,903

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,137,903
Total Expenses per Audited Statements$16,137,903
Total Expenses per Form 990$16,137,903
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
Variable Rate Bonds$19,332,123
Interest Rate Swap$2,071,035

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority - Wisconsin2017-04-17$20,000,000To refund educational facilities revenue bond series 2010,

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$20,000,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Governance and Compliance

Governance Checklist

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

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

Form 990, Part VI, Section B, Line 12C

“Board does periodic reviews of interests that can give rise to conflicts”

Form 990, Part VI, Section B, Line 15

“All compensation is approved by teh board of directors.”

Form 990, Part VI, Section C, 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 N MLK JR BLVD, MONROE, NC 28110

Signing Officer

Name
Lynn Kroeger
Title
Finance Officer
Phone
7042388883
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Kroeger
Formed
2000
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
329
Volunteers
1,302

Preparer

Firm
Potter & Company Pa
Address
434 COPPERFIELD BLVD NE STE A, CONCORD, NC 28025
Preparer
Kenni E Doyle CPA
Phone
7047868189
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The school adopted asc 740-10 as it related to uncertain tax positions effective for the year ended june 30, 2020 and has evaluated its 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 an 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 ended june 30, 2020.”

Raw XML AppendixShowing 400 of 530 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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IRS990/ActivityOrMissionDesc0UNION 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-RESOUCED PROFESSIONAL FACULTY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
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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-RESOUCED PROFESSIONAL FACULTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08382020
IRS990/NetAssetsOrFundBalancesEOYAmt09853186
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16952
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08382020
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09853186
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0797056
IRS990/OtherAssetsTotalGrp/EOYAmt02071035
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPORT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt010445981
IRS990/OtherExpensesGrp/ProgramServicesAmt14943858
IRS990/OtherExpensesGrp/TotalAmt010445981
IRS990/OtherExpensesGrp/TotalAmt14943858
IRS990/OtherLiabilitiesGrp/BOYAmt020792406
IRS990/OtherLiabilitiesGrp/EOYAmt021403158
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0118391
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt063000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020887477
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020006389
IRS990/PrincipalOfficerNm0LYNN KROEGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0FIELD TRIP FEES
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL SUPPLY FEES
IRS990/ProgramServiceRevenueGrp/Desc3AFTER SCHOOL CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc4OTHER FEES & CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0218049
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1194239
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2125997
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316001
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt412972
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0218049
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1194239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2125997
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt412972
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017024605
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt03858673
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03486208
IRS990/PYSalariesCompEmpBnftPaidAmt09679724
IRS990/PYTotalExpensesAmt013538397
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017024605
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01471166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0567258
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0845159
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02595798
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03440957
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt016137903
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0596220
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0678213
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01274433
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02071035
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST RATE SWAP
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058116
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0330047
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0388163
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019332123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12071035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VARIABLE RATE BONDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017609069
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL ADOPTED ASC 740-10 AS IT RELATED TO UNCERTAIN TAX POSITIONS EFFECTIVE FOR THE YEAR ENDED JUNE 30, 2020 AND HAS EVALUATED ITS 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 AN 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 ENDED JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01499495
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02071035
IRS990ScheduleD/TotalExpensesPerForm990Amt016137903
IRS990ScheduleD/TotalLiabilityAmt021403158
IRS990ScheduleD/TotalRevenuePerForm990Amt017609069
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017609069
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016137903
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/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATION POLICY IS POSTED ON THE SCHOOL WEBSITE AND EXPLAINED IN ALL PRINTED MATERIALS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PUBLIC CHARTER SCHOOL - SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT AVAILABLE
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2NORTH CAROLINA CHARTER SCHOOL FUNDED BY STATE AND LOCAL GOVERNMENT. ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02017-04-17
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt020000000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0PUBLIC FINANCE AUTHORITY - WISCONSIN
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0TO REFUND EDUCATIONAL FACILITIES REVENUE BOND SERIES 2010,
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt020000000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02017
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt020000000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD DOES PERIODIC REVIEWS OF INTERESTS THAT CAN GIVE RISE TO CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION IS APPROVED BY TEH BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX 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/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,169,823
Liabilities
$22,316,637
Net assets
$9,853,186
Revenue
$17,609,069
Expenses
$16,137,903
Net income
$1,471,166
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