Civic Intelligence

Union Academy

990 • Fiscal year 2023 • EIN 56-2172412

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 08, 2024

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

62nd percentile

0.61x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.91x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Net Margin

31st percentile

-3.3%

Higher net margin than 31% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$180,305

Higher top officer pay than 43% of similar nonprofits.

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

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Asset Growth

26th percentile

-1.0%

Faster asset growth than 26% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

9.2%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$33,174,277

Down $330,873 (-1.0%) from 2022

Net Assets

Down

$12,816,233

Down $740,671 (-5.5%) from 2022

Liabilities

Up

$20,358,044

Up $409,798 (+2.1%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Up

$22,260,283

Up $1,883,966 (+9.2%) from 2022

Expenses

Up

$23,000,954

Up $4,567,695 (+25%) from 2022

Net Income

Down

-$740,671

Down $2,683,729 (-138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2023

Assets$33,174,277
Liabilities$20,358,044
Net Assets$12,816,233
Open 2023 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

2023

Revenue$22,260,283
Expenses$23,000,954
Net Income-$740,671
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 8, 2024
Return Version
2022v5.0
Gross Receipts
$22,260,283
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 wellresourced professional faculty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$18,211,001$17,319,034▼ $891,967
Cash and Non-Interest-Bearing Accounts$12,813,497$12,888,281▲ $74,784
Land, Buildings, and Equipment, Net$1,388,581$1,170,966▼ $217,615
Accounts Receivable$78,995$101,985▲ $22,990
Other Notes and Loans Receivable, Net$80,000--
Pledges and Grants Receivable-$70,657-
Intangible Assets$115,074$49,978▼ $65,096
Total Assets$33,505,150$33,174,277▼ $330,873
Other Assets Total$818,002$1,573,376▲ $755,374
Liabilities
Other Liabilities$18,950,136$19,172,271▲ $222,135
Accounts Payable and Accrued Expenses$882,059$1,134,854▲ $252,795
Unsecured Notes Loans Payable$116,051$50,919▼ $65,132
Total Liabilities$19,948,246$20,358,044▲ $409,798
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,556,904$12,816,233▼ $740,671
Total Net Assets Fund Balance$13,556,904$12,816,233▼ $740,671
Total Liabilities and Net Assets / Fund Balance$33,505,150$33,174,277▼ $330,873

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$302,032$3,027,842$3,329,874
Leasehold Improvements$763,315$993,728$1,757,043
Other Land Buildings$105,619$366,737$472,356
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
John MarshallHead of SchoFT$180,305$180,305
John MarshallHead of School-$180,305$180,305
Jack JamesCOOFT$6,512$6,512

Board Members and Trustees

NameTitle
Todd BuyckChair
Mike KoppVice 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
Edward GoscickiSecretary
Kevin SellsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,710,760
Program Service Revenue
$1,549,523
Investment Income
$0
Other Revenue
$0
All Other Contributions
$75,092
Change in Net Assets
$-740,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,260,283
Total Revenue per Audited Statements
$22,260,283
Total Revenue per Form 990
$22,260,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,000,954
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$7,784,195--$7,784,195
Interest$535,964--$535,964
Total Functional Expenses$23,000,954$0$0$23,000,954

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,000,954
Total Expenses per Audited Statements$23,000,954
Total Expenses per Form 990$23,000,954
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 Debt Lease Obligation$17,598,895
Deferred Inflow of Resources$1,573,376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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

“The board does periodic reviews of interest that can give rise to conflicts.”

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

“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 N MLK JR BLVD, MONROE, NC 28110

Signing Officer

Name
Jack James
Title
COO
Phone
7042388883
Signed
2024-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack James
Formed
2000
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
356

Preparer

Firm
Strickland Hardee Pllc
Address
236 E CENTER ST, LEXINGTON, NC 27292
Preparer
Travis Strickland CPA
Phone
3365969034
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 learn ing that integrates high expectations for academic achievement with high standards for character devlelopment in a structured enviornment. This environmnet is designed and managed by a motivated and well-resourced professional faculty.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The school adopted asc 740-10 as it related to uncertain tax positions effective for the year ended june 30, 2023 and has evaluated its tax ositions 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 the evaluation of the schools 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, 2023.”

Raw XML AppendixShowing 400 of 481 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0882059
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01134854
IRS990/AccountsReceivableGrp/BOYAmt078995
IRS990/AccountsReceivableGrp/EOYAmt0101985
IRS990/ActivitiesConductedPrtshpInd0false
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 WELLRESOURCED PROFESSIONAL FACULTY.
IRS990/AllOtherContributionsAmt075092
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNION ACADEMY
IRS990/BooksInCareOfDetail/PhoneNum07042388883
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0675 N MLK JR BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012813497
IRS990/CashNonInterestBearingGrp/EOYAmt012888281
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020710760
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt023000954
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01549523
IRS990/CYRevenuesLessExpensesAmt0-740671
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt023000954
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022260283
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDES EDUCATION TO APPROXIMATELY 2,000 STUDENTS IN MONROE, NC FOR THE FISCAL YEAR ENDING JUNE 30, 2023.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0356
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt023000954
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0TODD BUYCK
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE KOPP
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN SELLS
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWARD GOSCICKI
IRS990/Form990PartVIISectionAGrp/PersonNm4INESSA MONTES
IRS990/Form990PartVIISectionAGrp/PersonNm5GREYSON WHITAKER
IRS990/Form990PartVIISectionAGrp/PersonNm6JANELL ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7SARAH LATIMER
IRS990/Form990PartVIISectionAGrp/PersonNm8NOLAN MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm9BRANDON REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm10LISA WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm11TANISHA BOMANI
IRS990/Form990PartVIISectionAGrp/PersonNm12CASEY KRIUTZFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm13JEREMIAH BLOW
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm15JACK JAMES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14180305
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt156512
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt15COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt020635668
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt022260283
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt0115074
IRS990/IntangibleAssetsGrp/EOYAmt049978
IRS990/InterestGrp/ProgramServicesAmt0535964
IRS990/InterestGrp/TotalAmt0535964
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt071
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04388307
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01388581
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01170966
IRS990/LandBldgEquipCostOrOtherBssAmt05559273
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0UNION ACADEMY (UA) IS A COLLABORATIVE VENTURE THAT INVOLVES THE WHOLE FAMILY AND THE WHOLE COMMUNITY IN THE EDUCATION AND DEVELOPMENT OF THE WHOLE CHILD. UA CULTIVATES LEARN ING THAT INTEGRATES HIGH EXPECTATIONS FOR ACADEMIC ACHIEVEMENT WITH HIGH STANDARDS FOR CHARACTER DEVLELOPMENT IN A STRUCTURED ENVIORNMENT. THIS ENVIRONMNET IS DESIGNED AND MANAGED BY A MOTIVATED AND WELL-RESOURCED PROFESSIONAL FACULTY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013556904
IRS990/NetAssetsOrFundBalancesEOYAmt012816233
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013556904
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012816233
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0818002
IRS990/OtherAssetsTotalGrp/EOYAmt01573376
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPORT EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt014680795
IRS990/OtherExpensesGrp/ProgramServicesAmt17784195
IRS990/OtherExpensesGrp/TotalAmt014680795
IRS990/OtherExpensesGrp/TotalAmt17784195
IRS990/OtherLiabilitiesGrp/BOYAmt018950136
IRS990/OtherLiabilitiesGrp/EOYAmt019172271
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt080000
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt070657
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018211001
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017319034
IRS990/PrincipalOfficerNm0JACK JAMES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0INSTRUCTIONAL SERVICE FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01549523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01549523
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt019883893
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt018433259
IRS990/PYProgramServiceRevenueAmt0492424
IRS990/PYRevenuesLessExpensesAmt01943058
IRS990/PYTotalExpensesAmt018433259
IRS990/PYTotalRevenueAmt020376317
IRS990/ReconcilationRevenueExpnssAmt0-740671
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01549523
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0302032
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03027842
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03329874
IRS990ScheduleD/ExpensesSubtotalAmt023000954
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0763315
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0993728
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01757043
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0105619
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0366737
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0472356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017598895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11573376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG-TERM DEBT LEASE OBLIGATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED INFLOW OF RESOURCES
IRS990ScheduleD/RevenueSubtotalAmt022260283
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL ADOPTED ASC 740-10 AS IT RELATED TO UNCERTAIN TAX POSITIONS EFFECTIVE FOR THE YEAR ENDED JUNE 30, 2023 AND HAS EVALUATED ITS TAX OSITIONS 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 THE EVALUATION OF THE SCHOOLS 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, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01170966
IRS990ScheduleD/TotalExpensesPerForm990Amt023000954
IRS990ScheduleD/TotalLiabilityAmt019172271
IRS990ScheduleD/TotalRevenuePerForm990Amt022260283
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022260283
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023000954
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/ExplanationTxt0THE NONDISCRIMINATION POLICY IS POSTED IN THE SCHOOL WEBSITE AND EXPLAINED IN ALL PRINTED MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1UNION ACADEMY IS A PUBLIC CHARTER SCHOOL AND SCHOLARSHIPS NOR FINANCIAL ASSISTANCE ARE AVAILABLE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2NORTH CAROLINA CHARTER SCHOOL FUNDED IN PART BY FEDERAL, STATE AND LOCAL GOVERNMENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN MARSHALL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEAD OF SCHOOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0180305
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
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 LEARN ING THAT INTEGRATES HIGH EXPECTATIONS FOR ACADEMIC ACHIEVEMENT WITH HIGH STANDARDS FOR CHARACTER DEVLELOPMENT IN A STRUCTURED ENVIORNMENT. THIS ENVIRONMNET 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/ExplanationTxt2THE BOARD DOES PERIODIC REVIEWS OF INTEREST THAT CAN GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURNS AND OTHER IRS DOCUMENTS REQUIRED FOR PUBLIC DISCLOSURE ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION ACADAMY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNION ACADEMY PRIVATE PRE-K
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0562278618
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1815358436
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PRE-K
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0675 N MLK JR BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1675 N MLK JR BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONROE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MONROE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd128110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0RENT EXPENSE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PAYROLL REIMBURSEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2LOAN AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3PAYROLL REIMBURESEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNION ACADEMY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNION ACADEMY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2UNION ACADEMY PRIVATE PRE-K
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3UNION ACADEMY PRIVATE PRE-K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3Q

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,174,277
Liabilities
$20,358,044
Net assets
$12,816,233
Revenue
$22,260,283
Expenses
$23,000,954
Net income
-$740,671
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