Civic Intelligence

Union Academy Foundation

990 • Fiscal year 2018 • EIN 56-2278618

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 19, 2018

Organization ProfileWWW.WEAREUA.ORG
675 N Ml King Jr BlvdMonroe, NC 28110

(704) 238-8883

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.81x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • NTEE B • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

15.08x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • NTEE B • $10M-$25M nonprofits • Source year 2018

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2018 filings • NTEE B • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE B • $10M-$25M nonprofits • Source year 2018

Asset Growth

95th percentile

92%

Faster asset growth than 95% of similar nonprofits.

2018 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-0.5%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$23,560,293

Up $11,272,646 (+92%) from 2017

Net Assets

Up

$4,405,803

Up $354,916 (+8.8%) from 2017

Liabilities

Up

$19,154,490

Up $10,917,730 (+133%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin85th percentile

Revenue

Down

$1,270,453

Down $6,440 (-0.5%) from 2017

Expenses

Up

$921,041

Up $349,501 (+61%) from 2017

Net Income

Down

$349,412

Down $355,941 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $7,512,565Liabilities 2011: $5,176,193Net Assets 2011: $2,336,3722011Assets 2012: $7,423,188Liabilities 2012: $4,939,459Net Assets 2012: $2,483,7292012Assets 2013: $8,885,940Liabilities 2013: $5,974,320Net Assets 2013: $2,911,6202013Assets 2014: $9,684,622Liabilities 2014: $6,429,753Net Assets 2014: $3,254,8692014Assets 2015: $9,135,848Liabilities 2015: $6,116,903Net Assets 2015: $3,018,9452015Assets 2016: $9,140,821Liabilities 2016: $5,801,230Net Assets 2016: $3,339,5912016Assets 2017: $12,287,647Liabilities 2017: $8,236,760Net Assets 2017: $4,050,8872017Assets 2018: $23,560,293Liabilities 2018: $19,154,490Net Assets 2018: $4,405,8032018Assets 2019: $26,464,115Liabilities 2019: $20,905,164Net Assets 2019: $5,558,9512019Assets 2020: $25,724,032Liabilities 2020: $20,009,170Net Assets 2020: $5,714,8622020Assets 2021: $25,651,211Liabilities 2021: $19,122,659Net Assets 2021: $6,528,5522021Assets 2022: $25,410,900Liabilities 2022: $18,370,275Net Assets 2022: $7,040,6252022Assets 2023: $27,306,109Liabilities 2023: $17,394,310Net Assets 2023: $9,911,7992023Assets 2024: $28,318,774Liabilities 2024: $16,435,719Net Assets 2024: $11,883,0552024

Highlighted filing

2018

Assets$23,560,293
Liabilities$19,154,490
Net Assets$4,405,803
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $371,5352011Revenue 2012: $564,272Expenses 2012: $416,918Net Income 2012: $147,3542012Expenses 2013: $449,5492013Revenue 2014: $804,676Expenses 2014: $461,230Net Income 2014: $343,4462014Revenue 2015: $292,632Expenses 2015: $529,249Net Income 2015: -$236,6172015Revenue 2016: $893,054Expenses 2016: $573,714Net Income 2016: $319,3402016Revenue 2017: $1,276,893Expenses 2017: $571,540Net Income 2017: $705,3532017Revenue 2018: $1,270,453Expenses 2018: $921,041Net Income 2018: $349,4122018Revenue 2019: $2,289,094Expenses 2019: $1,139,786Net Income 2019: $1,149,3082019Revenue 2020: $1,520,714Expenses 2020: $1,360,858Net Income 2020: $159,8562020Revenue 2021: $1,784,995Expenses 2021: $1,002,546Net Income 2021: $782,4492021Revenue 2022: $1,621,778Expenses 2022: $1,043,509Net Income 2022: $578,2692022Revenue 2023: $4,100,382Expenses 2023: $1,258,951Net Income 2023: $2,841,4312023Revenue 2024: $3,183,455Expenses 2024: $1,229,186Net Income 2024: $1,954,2692024

Highlighted filing

2018

Revenue$1,270,453
Expenses$921,041
Net Income$349,412
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 19, 2018
Return Version
2017v2.3
Gross Receipts
$1,274,353
Mission and Program Overview

Mission

To raise funds and assist in providing for the operations of union academy charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,691,067$22,602,545▲ $10,911,478
Cash and Non-Interest-Bearing Accounts$182,361$394,585▲ $212,224
Savings and Temporary Cash Investments$166,780$146,048▼ $20,732
Accounts Receivable$56,435$112,776▲ $56,341
Pledges and Grants Receivable$12,676$23,968▲ $11,292
Investments in Publicly Traded Securities$14,593$12,088▼ $2,505
Prepaid Expenses and Deferred Charges$7,204$7,835▲ $631
Total Assets$12,287,647$23,560,293▲ $11,272,646
Other Assets Total$156,531$260,448▲ $103,917
Liabilities
Deferred Revenue$7,785,346$18,133,178▲ $10,347,832
Accounts Payable and Accrued Expenses$438,914$1,015,312▲ $576,398
Grants Payable$12,500$6,000▼ $6,500
Total Liabilities$8,236,760$19,154,490▲ $10,917,730
Net Assets / Fund Balance
Unrestricted Net Assets$3,844,544$4,105,099▲ $260,555
Temporarily Rstr Net Assets$206,343$300,704▲ $94,361
Total Net Assets Fund Balance$4,050,887$4,405,803▲ $354,916
Total Liabilities and Net Assets / Fund Balance$12,287,647$23,560,293▲ $11,272,646

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,381,760$2,579,689$23,961,449
Land$1,116,143-$1,116,143
Equipment$104,642$130,651$235,293
Compensation and Service Providers
Top Officer Pay18th percentile

Board Members and Trustees

NameTitle
Terry KennedyChair
Jack HargettPast Chair
Matthew BelkVice Chair
Becky RobisonBoard Member
Buddy BrewerBoard Member
Cheryl AustinBoard Member
George HilbishBoard Member
John DickersonBoard Member
John WigginsBoard Member
Kelly LittleBoard Member
Kim MyersBoard Member
Michael WatkinsBoard Member
Tom MillerBoard Member
Jenna WestbrookExecutive Di
Donna HollandFoundation a
Ray BlackSecretary
Susan HennTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Myers & ChapmanConstruction1101 WOOD RIDGE CENTER DRIVE 160, Charlotte, NC 28217$11,275,170
Revenue and Support

Revenue Composition

Contributions and Grants
$319,166
Program Service Revenue
$359,723
Investment Income
$-3,054
Other Revenue
$594,618
Change in Net Assets
$349,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,270,453
Revenue Not Reported on Form 990
$5,504
Total Revenue per Audited Statements
$1,275,957
Total Revenue per Form 990
$1,270,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$792,272
Total Fundraising Expense$151,223
Salaries, Compensation, and Employee Benefits$115,979
Grants and Similar Amounts Paid$12,790
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$335,448$10,375-$345,823
Other Salaries and Wages-$50,354$50,354$100,708
Occupancy$31,662$500-$32,162
Fees for Services Legal-$19,287-$19,287
Grants to Domestic Individuals$12,790--$12,790
Office Expenses-$11,609$34$11,643
Other Expenses$264,715$7,320$3,626$10,946
Other Employee Benefits-$3,857$3,856$7,713
Payroll Taxes-$3,602$3,956$7,558
Advertising--$7,296$7,296
All Other Expenses-$3,429$1,200$4,629
Insurance-$1,070-$1,070
Total Functional Expenses$644,615$125,203$151,223$921,041

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$921,041
Total Expenses per Audited Statements$921,041
Total Expenses per Form 990$921,041
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$401,783
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ultimate Charit$271,095$271,095-$271,095
Dress Down$54,793$54,793-$54,793
Total Events$401,783$401,783-$401,783
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Union Academy Foundation
EIN
56-2278618
Phone
7042388883
Address
675 N ML KING JR BLVD, MONROE, NC 28110

Signing Officer

Name
Jenna Westbrook
Title
Executive Director
Phone
7042389879
Signed
2018-11-19

Organization Details

Principal Officer
Jenna Westbrook
Formed
2001
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
150

Preparer

Firm
Rives & Associates Llp
Address
212 W CENTER ST, LEXINGTON, NC 27292-3012
Preparer
W Leon Rives
Phone
3362488281
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Organization does not track number of volunteers because they help at fundraising events and no volunteer provides specialized skills.”

Form 990, Page 2, Part III, Line 4D

“To raise funds and assist in providing for the operations of union academy charter school”

Raw XML AppendixShowing 400 of 496 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/BOYAmt0438914
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01015312
IRS990/AccountsReceivableGrp/BOYAmt056435
IRS990/AccountsReceivableGrp/EOYAmt0112776
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.
IRS990/AdvertisingGrp/FundraisingAmt07296
IRS990/AdvertisingGrp/TotalAmt07296
IRS990/AllOtherExpensesGrp/FundraisingAmt01200
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03429
IRS990/AllOtherExpensesGrp/TotalAmt04629
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARIANNE WESCOAT
IRS990/BooksInCareOfDetail/PhoneNum07042389879
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0675 NORTH ML KING JR BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0182361
IRS990/CashNonInterestBearingGrp/EOYAmt0394585
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt011275170
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01101 WOOD RIDGE CENTER DRIVE 160
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHARLOTTE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd028217
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MYERS & CHAPMAN
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0319166
IRS990/CYGrantsAndSimilarPaidAmt012790
IRS990/CYInvestmentIncomeAmt0-3054
IRS990/CYOtherExpensesAmt0792272
IRS990/CYOtherRevenueAmt0594618
IRS990/CYProgramServiceRevenueAmt0359723
IRS990/CYRevenuesLessExpensesAmt0349412
IRS990/CYSalariesCompEmpBnftPaidAmt0115979
IRS990/CYTotalExpensesAmt0921041
IRS990/CYTotalFundraisingExpenseAmt0151223
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01270453
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt07785346
IRS990/DeferredRevenueGrp/EOYAmt018133178
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010375
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0335448
IRS990/DepreciationDepletionGrp/TotalAmt0345823
IRS990/Desc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0644615
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt019287
IRS990/FeesForServicesLegalGrp/TotalAmt019287
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/IndividualTrusteeOrDirectorInd14X
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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK HARGETT
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN HENN
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm4CHERYL AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5MATTHEW BELK
IRS990/Form990PartVIISectionAGrp/PersonNm6BUDDY BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN DICKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8GEORGE HILBISH
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm10KIM MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm11BECKY ROBISON
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN WIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm14KELLY LITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm15JENNA WESTBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm16DONNA HOLLAND
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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
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/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION A
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt0401783
IRS990/GainOrLossGrp/OtherAmt0-3900
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0319166
IRS990/GrantAmt012790
IRS990/GrantsPayableGrp/BOYAmt012500
IRS990/GrantsPayableGrp/EOYAmt06000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt012790
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt012790
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01274353
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01070
IRS990/InsuranceGrp/TotalAmt01070
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0846
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0846
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014593
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012088
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02710340
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011691067
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022602545
IRS990/LandBldgEquipCostOrOtherBssAmt025312885
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03900
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04050887
IRS990/NetAssetsOrFundBalancesEOYAmt04405803
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3900
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3900
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0401783
IRS990/NetUnrlzdGainsLossesInvstAmt05504
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0500
IRS990/OccupancyGrp/ProgramServicesAmt031662
IRS990/OccupancyGrp/TotalAmt032162
IRS990/OfficeExpensesGrp/FundraisingAmt034
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011609
IRS990/OfficeExpensesGrp/TotalAmt011643
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0156531
IRS990/OtherAssetsTotalGrp/EOYAmt0260448
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03856
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03857
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07713
IRS990/OtherExpensesGrp/Desc0DONATIONS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt080901
IRS990/OtherExpensesGrp/FundraisingAmt13626
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17320
IRS990/OtherExpensesGrp/ProgramServicesAmt0264715
IRS990/OtherExpensesGrp/TotalAmt0264715
IRS990/OtherExpensesGrp/TotalAmt180901
IRS990/OtherExpensesGrp/TotalAmt213800
IRS990/OtherExpensesGrp/TotalAmt310946
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc1LANDYARDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0192825
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0192825
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110
IRS990/OtherRevenueTotalAmt0192835
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt050354
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050354
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100708
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03956
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03602
IRS990/PayrollTaxesGrp/TotalAmt07558
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012676
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt023968
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07204
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07835
IRS990/PrincipalOfficerNm0JENNA WESTBROOK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0359723
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0359723
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0483772
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt014124
IRS990/PYInvestmentIncomeAmt011616
IRS990/PYOtherExpensesAmt0448706
IRS990/PYOtherRevenueAmt0467117
IRS990/PYProgramServiceRevenueAmt0314388
IRS990/PYRevenuesLessExpensesAmt0705353
IRS990/PYSalariesCompEmpBnftPaidAmt0108710
IRS990/PYTotalExpensesAmt0571540
IRS990/PYTotalRevenueAmt01276893
IRS990/ReconcilationRevenueExpnssAmt0349412
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0359723
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0166780
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0146048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0319166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0483772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0135274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0138781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01125715
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0955187
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01125715
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0319166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0483772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0138781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048722
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01125715
IRS990ScheduleA/TotalSupportAmt01125715
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt021381760
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02579689
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt023961449
IRS990ScheduleD/EquipmentGrp/BookValueAmt0104642
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0130651
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0235293
IRS990ScheduleD/ExpensesSubtotalAmt0921041
IRS990ScheduleD/LandGrp/BookValueAmt01116143
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01116143
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05504
IRS990ScheduleD/RevenueNotReportedAmt05504
IRS990ScheduleD/RevenueSubtotalAmt01270453
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022602545
IRS990ScheduleD/TotalExpensesPerForm990Amt0921041
IRS990ScheduleD/TotalRevenuePerForm990Amt01270453
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01275957
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0921041
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ULTIMATE CHARIT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRESS DOWN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0271095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt054793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt075895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0401783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0271095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt054793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt075895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0401783
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0401783
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012790
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PHIL HARGET MEMORIAL FUND
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION DOES NOT TRACK NUMBER OF VOLUNTEERS BECAUSE THEY HELP AT FUNDRAISING EVENTS AND NO VOLUNTEER PROVIDES SPECIALIZED SKILLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION ACADEMY SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0675 N MARTIN LUTHER KING JR BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONROE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,560,293
Liabilities
$19,154,490
Net assets
$4,405,803
Revenue
$1,270,453
Expenses
$921,041
Net income
$349,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.3$16.4$11.9$3.18$1.23$1.95
2023Detailed filing. Detailed filing data is available for this year.$27.3$17.4$9.91$4.10$1.26$2.84
2022Detailed filing. Detailed filing data is available for this year.$25.4$18.4$7.04$1.62$1.04$0.58
2021Detailed filing. Detailed filing data is available for this year.$25.7$19.1$6.53$1.78$1.00$0.78
2020Detailed filing. Detailed filing data is available for this year.$25.7$20.0$5.71$1.52$1.36$0.16
2019Detailed filing. Detailed filing data is available for this year.$26.5$20.9$5.56$2.29$1.14$1.15
2018Detailed filing. Detailed filing data is available for this year.$23.6$19.2$4.41$1.27$0.92$0.35
2017Detailed filing. Detailed filing data is available for this year.$12.3$8.24$4.05$1.28$0.57$0.71
2016Detailed filing. Detailed filing data is available for this year.$9.14$5.80$3.34$0.89$0.57$0.32
2015Detailed filing. Detailed filing data is available for this year.$9.14$6.12$3.02$0.29$0.53$0.24
2014Detailed filing. Detailed filing data is available for this year.$9.68$6.43$3.25$0.80$0.46$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.89$5.97$2.91$0.45
2012Summary only. Only limited summary data is available for this year.$7.42$4.94$2.48$0.56$0.42$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$5.18$2.34$0.37