Civic Intelligence

Union Academy

990 • Fiscal year 2022 • EIN 56-2172412

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

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

69th percentile

0.60x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • NTEE B • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.98x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • NTEE B • $25M-$50M nonprofits • Source year 2022

Net Margin

54th percentile

9.5%

Higher net margin than 54% of similar nonprofits.

2022 filings • NTEE B • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$186,102

Higher top officer pay than 42% of similar nonprofits.

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

2022 filings • NTEE B • $25M-$50M nonprofits • Source year 2022

Asset Growth

54th percentile

2.1%

Faster asset growth than 54% of similar nonprofits.

2022 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$33,505,150

Up $689,284 (+2.1%) from 2021

Net Assets

Up

$13,556,904

Up $1,943,058 (+17%) from 2021

Liabilities

Down

$19,948,246

Down $1,253,774 (-5.9%) from 2021

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin54th percentile

Revenue

Up

$20,376,317

Up $2,728,197 (+15%) from 2021

Expenses

Up

$18,433,259

Up $2,545,799 (+16%) from 2021

Net Income

Up

$1,943,058

Up $182,398 (+10%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$33,505,150
Liabilities$19,948,246
Net Assets$13,556,904
Open 2022 Filing

Operations Trend

Revenue Growth61st 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

2022

Revenue$20,376,317
Expenses$18,433,259
Net Income$1,943,058
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.2
Gross Receipts
$20,376,317
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$19,102,968$18,211,001▼ $891,967
Cash and Non-Interest-Bearing Accounts$10,784,677$12,813,497▲ $2,028,820
Land, Buildings, and Equipment, Net$1,321,314$1,388,581▲ $67,267
Other Notes and Loans Receivable, Net$105,000$80,000▼ $25,000
Accounts Receivable$62,160$78,995▲ $16,835
Inventories for Sale or Use$0--
Total Assets$32,815,866$33,505,150▲ $689,284
Other Assets Total$1,439,747$933,076▼ $506,671
Liabilities
Other Liabilities$20,088,859$18,950,136▼ $1,138,723
Accounts Payable and Accrued Expenses$1,113,161$882,059▼ $231,102
Mortgage Notes Payable Secured by Investment Property$0$116,051▲ $116,051
Total Liabilities$21,202,020$19,948,246▼ $1,253,774
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,613,846$13,556,904▲ $1,943,058
Total Net Assets Fund Balance$11,613,846$13,556,904▲ $1,943,058
Total Liabilities and Net Assets / Fund Balance$32,815,866$33,505,150▲ $689,284

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$65,001$335,706-
Equipment$580,796$2,719,292-
Leasehold Improvements$742,784$874,854-
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D MarshallHead of SchoolFT$163,871$22,231$186,102
Mary Lynn Kroeger to June 30 2022Finance OfficerFT$121,161$16,460$137,621

Board Members and Trustees

NameTitle
Todd BuyckBoard Chair
Mike KoppBoard Vice-chair
Brandon ReevesBoard Member
Casey KriutzfieldBoard Member
Greyson WhitakerBoard Member
Inessa MontesBoard Member
Janell AdamsBoard Member
Jeremiah BlowBoard Member
Lisa WalkerBoard Member
Nolan McbrideBoard Member
Sarah LatimerBoard Member
Tanisha BomaniBoard Member
Zac CohenBoard Member
Ed GoscickiBoard Secretary
Kevin SellsBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,883,893
Program Service Revenue
$492,424
Investment Income
$0
Other Revenue
$0
All Other Contributions
$879,501
Change in Net Assets
$1,943,058

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,376,317
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$20,376,317
Total Revenue per Form 990
$20,376,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,433,259
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$6,375,351--$6,375,351
Interest-$574,296-$574,296
Total Functional Expenses$17,858,963$574,296$0$18,433,259

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,433,259
Total Expenses per Audited Statements$18,433,259
Total Expenses per Form 990$18,433,259
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$18,132,134
Interest Rate Swap$808,702
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
Corrective action procedures
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

“The 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 the 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
Jack James
Title
COO
Phone
7042388883
Signed
2023-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack James
Formed
2000
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
315
Volunteers
0

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, 2022 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, 2022.”

Raw XML AppendixShowing 400 of 561 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-RESOURCED PROFESSIONAL FACULTY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt053
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03929852
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01321314
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01388581
IRS990/LandBldgEquipCostOrOtherBssAmt05318433
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-RESOURCED PROFESSIONAL FACULTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0116051
IRS990/NetAssetsOrFundBalancesBOYAmt011613846
IRS990/NetAssetsOrFundBalancesEOYAmt013556904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011613846
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013556904
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01439747
IRS990/OtherAssetsTotalGrp/EOYAmt0933076
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPORT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt011483612
IRS990/OtherExpensesGrp/ProgramServicesAmt16375351
IRS990/OtherExpensesGrp/TotalAmt011483612
IRS990/OtherExpensesGrp/TotalAmt16375351
IRS990/OtherLiabilitiesGrp/BOYAmt020088859
IRS990/OtherLiabilitiesGrp/EOYAmt018950136
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0105000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt080000
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019102968
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018211001
IRS990/PrincipalOfficerNm0JACK JAMES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0INSTRUCTIONAL SERVICES (FEES)
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0492424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0492424
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017596635
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt015887460
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt051485
IRS990/PYRevenuesLessExpensesAmt01760660
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt015887460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017648120
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01943058
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0492424
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0580796
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02719292
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03300088
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt018433259
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0742784
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0874854
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01617638
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065001
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0335706
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0400707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018132134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1808702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VARIABLE RATE BONDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED INVESTMENT/ DEFFERED COMP
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt020376317
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL ADOPTED ASC 740-10 AS IT RELATED TO UNCERTAIN TAX POSITIONS EFFECTIVE FOR THE YEAR ENDED JUNE 30, 2022 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, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01388581
IRS990ScheduleD/TotalExpensesPerForm990Amt018433259
IRS990ScheduleD/TotalLiabilityAmt018950136
IRS990ScheduleD/TotalRevenuePerForm990Amt020376317
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020376317
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018433259
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0163871
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN D MARSHALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEAD OF SCHOOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0186102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,505,150
Liabilities
$19,948,246
Net assets
$13,556,904
Revenue
$20,376,317
Expenses
$18,433,259
Net income
$1,943,058
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