Civic Intelligence

Union Academy Foundation

990 • Fiscal year 2017 • EIN 56-2278618

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 25, 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

73rd percentile

0.67x

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

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

6.45x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Net Margin

95th percentile

55%

Higher net margin than 95% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • NTEE B • $10M-$25M nonprofits • Source year 2017

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$12,287,647

Up $3,146,826 (+34%) from 2016

Net Assets

Up

$4,050,887

Up $711,296 (+21%) from 2016

Liabilities

Up

$8,236,760

Up $2,435,530 (+42%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin95th percentile

Revenue

Up

$1,276,893

Up $383,839 (+43%) from 2016

Expenses

Down

$571,540

Down $2,174 (-0.4%) from 2016

Net Income

Up

$705,353

Up $386,013 (+121%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$12,287,647
Liabilities$8,236,760
Net Assets$4,050,887
Open 2017 Filing

Operations Trend

Revenue Growth87th 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

2017

Revenue$1,276,893
Expenses$571,540
Net Income$705,353
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 25, 2018
Return Version
2016v3.1
Gross Receipts
$1,277,753
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$7,324,432$11,691,067▲ $4,366,635
Cash and Non-Interest-Bearing Accounts$52,029$182,361▲ $130,332
Savings and Temporary Cash Investments$1,719,579$166,780▼ $1,552,799
Accounts Receivable$162$56,435▲ $56,273
Investments in Publicly Traded Securities$8,151$14,593▲ $6,442
Pledges and Grants Receivable$31,207$12,676▼ $18,531
Prepaid Expenses and Deferred Charges$5,261$7,204▲ $1,943
Total Assets$9,140,821$12,287,647▲ $3,146,826
Other Assets Total-$156,531-
Liabilities
Deferred Revenue$5,790,075$7,785,346▲ $1,995,271
Accounts Payable and Accrued Expenses$155$438,914▲ $438,759
Grants Payable$11,000$12,500▲ $1,500
Total Liabilities$5,801,230$8,236,760▲ $2,435,530
Net Assets / Fund Balance
Unrestricted Net Assets$3,160,425$3,844,544▲ $684,119
Temporarily Rstr Net Assets$179,166$206,343▲ $27,177
Total Net Assets Fund Balance$3,339,591$4,050,887▲ $711,296
Total Liabilities and Net Assets / Fund Balance$9,140,821$12,287,647▲ $3,146,826

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,447,034$2,253,214$12,700,248
Land$1,120,043-$1,120,043
Equipment$123,990$111,303$235,293
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Terry KennedyChair
Jack HargettPast Chair
Matthew BelkVice Chair
Becky RobisonBoard Member
Cheryl AustinBoard Member
Ernest CollinsBoard Member
George HilbishBoard Member
John DickersonBoard Member
John WigginsBoard Member
Kim MyersBoard Member
Michael WatkinsBoard Member
Tom MillerBoard Member
Mike HarrisEx-officio
Jenna WestbrookExecutive Di
Donna HollandFoundation a
Ray BlackSecretary
Susan HennTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$483,772
Program Service Revenue
$314,388
Investment Income
$11,616
Other Revenue
$467,117
Change in Net Assets
$705,353

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,276,893
Revenue Not Reported on Form 990
$6,442
Total Revenue per Audited Statements
$1,283,335
Total Revenue per Form 990
$1,276,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$448,706
Total Fundraising Expense$206,662
Salaries, Compensation, and Employee Benefits$108,710
Grants and Similar Amounts Paid$14,124
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$246,651$7,644-$254,295
Other Salaries and Wages-$28,609$66,755$95,364
Fees for Services Legal-$24,436-$24,436
Grants to Domestic Individuals$14,124--$14,124
Occupancy$11,768$490-$12,258
Office Expenses-$2,099$9,917$12,016
Other Employee Benefits-$2,350$5,484$7,834
Advertising--$7,230$7,230
Payroll Taxes-$1,654$3,858$5,512
Other Expenses-$6,439$2,459$2,459
Insurance-$1,308-$1,308
All Other Expenses$49$1,202-$1,251
Total Functional Expenses$272,592$92,286$206,662$571,540

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$572,039
Expenses per Audited Statements$571,540
Total Expenses per Form 990$571,540
Expenses Not Reported on Form 990$499
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$426,571
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ultimate Charit$360,669$360,669-$360,669
Dress Down$42,041$42,041-$42,041
Total Events$425,371$425,371-$425,371
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
2018-04-25

Organization Details

Principal Officer
Jenna Westbrook
Formed
2001
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
100

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”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -499”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 499”

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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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0426571
IRS990/NetUnrlzdGainsLossesInvstAmt06442
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0490
IRS990/OccupancyGrp/ProgramServicesAmt011768
IRS990/OccupancyGrp/TotalAmt012258
IRS990/OfficeExpensesGrp/FundraisingAmt09917
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02099
IRS990/OfficeExpensesGrp/TotalAmt012016
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0156531
IRS990/OtherChangesInNetAssetsAmt0-499
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05484
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02350
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07834
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0110959
IRS990/OtherExpensesGrp/FundraisingAmt12459
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016055
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16439
IRS990/OtherExpensesGrp/TotalAmt0110959
IRS990/OtherExpensesGrp/TotalAmt116055
IRS990/OtherExpensesGrp/TotalAmt26439
IRS990/OtherExpensesGrp/TotalAmt32459
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc1LANDYARDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt040147
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1399
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040147
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1399
IRS990/OtherRevenueTotalAmt040546
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt066755
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028609
IRS990/OtherSalariesAndWagesGrp/TotalAmt095364
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03858
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01654
IRS990/PayrollTaxesGrp/TotalAmt05512
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031207
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012676
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05261
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07204
IRS990/PrincipalOfficerNm0JENNA WESTBROOK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0314388
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0314388
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135274
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021673
IRS990/PYInvestmentIncomeAmt01448
IRS990/PYOtherExpensesAmt0436000
IRS990/PYOtherRevenueAmt0441939
IRS990/PYProgramServiceRevenueAmt0314393
IRS990/PYRevenuesLessExpensesAmt0319340
IRS990/PYSalariesCompEmpBnftPaidAmt0116041
IRS990/PYTotalExpensesAmt0573714
IRS990/PYTotalRevenueAmt0893054
IRS990/ReconcilationRevenueExpnssAmt0705353
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0314388
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01719579
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0166780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0483772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0855810
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0793981
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0855810
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0483772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0138781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049261
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0855810
IRS990ScheduleA/TotalSupportAmt0855810
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010447034
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02253214
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012700248
IRS990ScheduleD/EquipmentGrp/BookValueAmt0123990
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0111303
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0235293
IRS990ScheduleD/ExpensesNotReportedAmt0499
IRS990ScheduleD/ExpensesSubtotalAmt0571540
IRS990ScheduleD/LandGrp/BookValueAmt01120043
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01120043
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06442
IRS990ScheduleD/OtherExpensesIncludedAmt0499
IRS990ScheduleD/RevenueNotReportedAmt06442
IRS990ScheduleD/RevenueSubtotalAmt01276893
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK / TAX DEPRECIATION DIFFERENCE 499
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011691067
IRS990ScheduleD/TotalExpensesPerForm990Amt0571540
IRS990ScheduleD/TotalRevenuePerForm990Amt01276893
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01283335
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0572039
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ULTIMATE CHARIT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRESS DOWN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0360669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0425371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0360669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt042041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0425371
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0425371
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014124
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/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE -499
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,287,647
Liabilities
$8,236,760
Net assets
$4,050,887
Revenue
$1,276,893
Expenses
$571,540
Net income
$705,353
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