Civic Intelligence

Union Academy

990 • Fiscal year 2021 • EIN 56-2172412

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 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

74th percentile

0.65x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

1.20x

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

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Net Margin

51st percentile

10.0%

Higher net margin than 51% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$128,514

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.0%

Faster asset growth than 33% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

0.2%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$32,815,866

Up $646,043 (+2.0%) from 2020

Net Assets

Up

$11,613,846

Up $1,760,660 (+18%) from 2020

Liabilities

Down

$21,202,020

Down $1,114,617 (-5.0%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin51st percentile

Revenue

Up

$17,648,120

Up $39,051 (+0.2%) from 2020

Expenses

Down

$15,887,460

Down $250,443 (-1.6%) from 2020

Net Income

Up

$1,760,660

Up $289,494 (+20%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2021

Assets$32,815,866
Liabilities$21,202,020
Net Assets$11,613,846
Open 2021 Filing

Operations Trend

Revenue Growth28th 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

2021

Revenue$17,648,120
Expenses$15,887,460
Net Income$1,760,660
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 19, 2021
Return Version
2020v4.1
Gross Receipts
$17,648,120
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$20,006,389$19,102,968▼ $903,421
Cash and Non-Interest-Bearing Accounts$8,471,062$10,784,677▲ $2,313,615
Land, Buildings, and Equipment, Net$1,499,495$1,321,314▼ $178,181
Other Notes and Loans Receivable, Net$63,000$105,000▲ $42,000
Accounts Receivable$58,842$62,160▲ $3,318
Total Assets$32,169,823$32,815,866▲ $646,043
Other Assets Total$2,071,035$1,439,747▼ $631,288
Liabilities
Other Liabilities$21,403,158$20,088,859▼ $1,314,299
Accounts Payable and Accrued Expenses$906,836$1,113,161▲ $206,325
Deferred Revenue$6,643$0▼ $6,643
Total Liabilities$22,316,637$21,202,020▼ $1,114,617
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,853,186$11,613,846▲ $1,760,660
Total Net Assets Fund Balance$9,853,186$11,613,846▲ $1,760,660
Total Liabilities and Net Assets / Fund Balance$32,169,823$32,815,866▲ $646,043

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,530$329,182-
Equipment$749,358$2,775,175-
Leasehold Improvements$529,426$770,002-
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Lynn KroegerFinance OfficerFT$113,293$15,221$128,514
John D MarshallHead of SchoolFT$92,346$12,871$105,217

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$17,596,635
Program Service Revenue
$51,485
Investment Income
$0
Other Revenue
$0
All Other Contributions
$181,115
Change in Net Assets
$1,760,660

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,648,120
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$17,648,120
Total Revenue per Form 990
$17,648,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,887,460
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$5,068,461--$5,068,461
Interest-$633,376-$633,376
Total Functional Expenses$15,254,084$633,376$0$15,887,460

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,887,460
Total Expenses per Audited Statements$15,887,460
Total Expenses per Form 990$15,887,460
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$18,649,112
Interest Rate Swap$1,430,447
Restricted Investment/ Deffered Comp$9,300

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
2021-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Kroeger
Formed
2000
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
331
Volunteers
1,386

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, 2021 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, 2021.”

Raw XML AppendixShowing 400 of 542 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/InterestGrp/TotalAmt0633376
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03874359
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01499495
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01321314
IRS990/LandBldgEquipCostOrOtherBssAmt05195673
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/NetAssetsOrFundBalancesBOYAmt09853186
IRS990/NetAssetsOrFundBalancesEOYAmt011613846
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09853186
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011613846
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02071035
IRS990/OtherAssetsTotalGrp/EOYAmt01439747
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPORT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt010185623
IRS990/OtherExpensesGrp/ProgramServicesAmt15068461
IRS990/OtherExpensesGrp/TotalAmt010185623
IRS990/OtherExpensesGrp/TotalAmt15068461
IRS990/OtherLiabilitiesGrp/BOYAmt021403158
IRS990/OtherLiabilitiesGrp/EOYAmt020088859
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt063000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0105000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020006389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019102968
IRS990/PrincipalOfficerNm0LYNN KROEGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0AFTER SCHOOL CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL SUPPLY FEES
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/Desc3FIELD TRIP FEES
IRS990/ProgramServiceRevenueGrp/Desc4OTHER FEES & CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028445
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112736
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26610
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34893
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-1199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112736
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26610
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-1199
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017058763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-16952
IRS990/PYOtherExpensesAmt016137903
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0567258
IRS990/PYRevenuesLessExpensesAmt01471166
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016137903
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017609069
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01760660
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt051485
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0749358
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02775175
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03524533
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt015887460
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0529426
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0770002
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01299428
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042530
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0329182
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0371712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018649112
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11430447
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VARIABLE RATE BONDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED INVESTMENT/ DEFFERED COMP
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017648120
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL ADOPTED ASC 740-10 AS IT RELATED TO UNCERTAIN TAX POSITIONS EFFECTIVE FOR THE YEAR ENDED JUNE 30, 2021 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, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01321314
IRS990ScheduleD/TotalExpensesPerForm990Amt015887460
IRS990ScheduleD/TotalLiabilityAmt020088859
IRS990ScheduleD/TotalRevenuePerForm990Amt017648120
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017648120
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015887460
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.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,815,866
Liabilities
$21,202,020
Net assets
$11,613,846
Revenue
$17,648,120
Expenses
$15,887,460
Net income
$1,760,660
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