Civic Intelligence

Union Academy Foundation

990 • Fiscal year 2020 • EIN 56-2278618

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 01, 2020

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

(704) 238-9879

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.78x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

13.16x

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

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • NTEE B • $25M-$50M nonprofits • Source year 2020

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-34%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$25,724,032

Down $740,083 (-2.8%) from 2019

Net Assets

Up

$5,714,862

Up $155,911 (+2.8%) from 2019

Liabilities

Down

$20,009,170

Down $895,994 (-4.3%) from 2019

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin70th percentile

Revenue

Down

$1,520,714

Down $768,380 (-34%) from 2019

Expenses

Up

$1,360,858

Up $221,072 (+19%) from 2019

Net Income

Down

$159,856

Down $989,452 (-86%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$25,724,032
Liabilities$20,009,170
Net Assets$5,714,862
Open 2020 Filing

Operations Trend

Revenue Growth12th 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

2020

Revenue$1,520,714
Expenses$1,360,858
Net Income$159,856
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$1,520,714
Mission and Program Overview

Mission

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

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$25,270,502$24,572,209▼ $698,293
Investments in Publicly Traded Securities$12,430$828,566▲ $816,136
Savings and Temporary Cash Investments$769,786$176,294▼ $593,492
Pledges and Grants Receivable$24,958$118,952▲ $93,994
Cash and Non-Interest-Bearing Accounts$117,562$23,805▼ $93,757
Prepaid Expenses and Deferred Charges$7,878$4,053▼ $3,825
Accounts Receivable$16,624$153▼ $16,471
Total Assets$26,464,115$25,724,032▼ $740,083
Other Assets Total$244,375--
Liabilities
Deferred Revenue$20,898,903$19,994,936▼ $903,967
Accounts Payable and Accrued Expenses$261$10,514▲ $10,253
Grants Payable$6,000$3,720▼ $2,280
Total Liabilities$20,905,164$20,009,170▼ $895,994
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,282,255$5,469,788▲ $187,533
Net Assets With Donor Restrictions$276,696$245,074▼ $31,622
Total Net Assets Fund Balance$5,558,951$5,714,862▲ $155,911
Total Liabilities and Net Assets / Fund Balance$26,464,115$25,724,032▼ $740,083

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,460,195$3,353,012$25,813,207
Other Land Buildings$917,866$451,607$1,369,473
Land$1,116,143-$1,116,143
Equipment$78,005$137,358$215,363
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Becky RobisonChair
Terry KennedyPast Chair
Buddy BrewerBoard Member
George HilbishBoard Member
Grant HallBoard Member
Heather BosticBoard Member
Jack HargettBoard Member
Jason PattersonBoard Member
John DickersonBoard Member
John WigginsBoard Member
Kim MyersBoard Member
Kim TysonBoard Member
Paul FronczakBoard Member
Ray BlackCo-vice Chai
Susan HennCo-vice Chai
Jack JamesEx-officio
Cheryl AustinSecretary
Michael WatkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,547
Program Service Revenue
$891,967
Investment Income
$7,490
Other Revenue
$420,710
All Other Contributions
$200,547
Change in Net Assets
$159,856

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,520,714
Revenue Not Reported on Form 990
$-3,945
Total Revenue per Audited Statements
$1,516,769
Total Revenue per Form 990
$1,520,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,216,516
Total Fundraising Expense$171,869
Salaries, Compensation, and Employee Benefits$144,342
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$719,731$5,488-$725,219
Payments to Affiliates$278,585--$278,585
Other Salaries and Wages-$63,210$63,210$126,420
Insurance$33,181$803-$33,984
Fees for Services Accounting-$18,600-$18,600
Advertising--$13,474$13,474
All Other Expenses-$13,440-$13,440
Office Expenses$300$7,744$4,466$12,510
Payroll Taxes-$4,724$4,724$9,448
Other Expenses$17,572$7,979$1,460$9,439
Other Employee Benefits-$4,237$4,237$8,474
Total Functional Expenses$1,049,369$139,620$171,869$1,360,858

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,360,858
Total Expenses per Audited Statements$1,360,858
Total Expenses per Form 990$1,360,858
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$441,919
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ultimate Auctio$315,425$315,425-$315,425
Dress Down$57,861$57,861-$57,861
Total Events$441,199$441,199-$441,199
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 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
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
7042389879
Address
675 N ML KING JR BLVD, MONROE, NC 28110

Signing Officer

Name
Jenna Westbrook
Title
Executive Director
Phone
7042388883
Signed
2020-10-01

Organization Details

Principal Officer
Jenna Westbrook
Formed
2001
Legal Domicile
Nc
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
100

Preparer

Firm
Strickland Hardee Pllc
Address
236 E CENTER ST, LEXINGTON, NC 27292
Preparer
Travis Strickland
Phone
3365969034
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The foundation does not keep track with the number of volunteers because they help with fundraising events and no volunteers donate their specialized skills in a manner that would be recognized by gaap.”

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

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

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IRS990/MissionDesc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05558951
IRS990/NetAssetsOrFundBalancesEOYAmt05714862
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01400
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0441919
IRS990/NetUnrlzdGainsLossesInvstAmt0-3945
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05282255
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05469788
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt04466
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07744
IRS990/OfficeExpensesGrp/ProgramServicesAmt0300
IRS990/OfficeExpensesGrp/TotalAmt012510
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0244375
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04237
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04237
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08474
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1PHIL HARGETT MEMORIAL FUN
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt080248
IRS990/OtherExpensesGrp/FundraisingAmt150
IRS990/OtherExpensesGrp/FundraisingAmt21460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17979
IRS990/OtherExpensesGrp/ProgramServicesAmt017572
IRS990/OtherExpensesGrp/TotalAmt080248
IRS990/OtherExpensesGrp/TotalAmt117572
IRS990/OtherExpensesGrp/TotalAmt213445
IRS990/OtherExpensesGrp/TotalAmt39439
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2LOSS ON DISPOSAL OF ASSETS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0665
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt145
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-21919
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0665
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt145
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-21919
IRS990/OtherRevenueTotalAmt0-21209
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt063210
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063210
IRS990/OtherSalariesAndWagesGrp/TotalAmt0126420
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0278585
IRS990/PaymentsToAffiliatesGrp/TotalAmt0278585
IRS990/PayrollTaxesGrp/FundraisingAmt04724
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04724
IRS990/PayrollTaxesGrp/TotalAmt09448
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024958
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0118952
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07878
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04053
IRS990/PrincipalOfficerNm0JENNA WESTBROOK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0891967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0891967
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0737303
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0195144
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03327
IRS990/PYOtherExpensesAmt01012497
IRS990/PYOtherRevenueAmt01198656
IRS990/PYProgramServiceRevenueAmt0891967
IRS990/PYRevenuesLessExpensesAmt01149308
IRS990/PYSalariesCompEmpBnftPaidAmt0127289
IRS990/PYTotalExpensesAmt01139786
IRS990/PYTotalRevenueAmt02289094
IRS990/ReconcilationRevenueExpnssAmt0159856
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0891967
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0769786
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0200547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0195144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0319166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0483772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01333903
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01318767
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01333903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0200547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0195144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0319166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0483772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0135274
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01333903
IRS990ScheduleA/TotalSupportAmt01333903
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt022460195
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03353012
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt025813207
IRS990ScheduleD/EquipmentGrp/BookValueAmt078005
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0137358
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0215363
IRS990ScheduleD/ExpensesSubtotalAmt01360858
IRS990ScheduleD/LandGrp/BookValueAmt01116143
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01116143
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3945
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0917866
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0451607
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01369473
IRS990ScheduleD/RevenueNotReportedAmt0-3945
IRS990ScheduleD/RevenueSubtotalAmt01520714
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024572209
IRS990ScheduleD/TotalExpensesPerForm990Amt01360858
IRS990ScheduleD/TotalRevenuePerForm990Amt01520714
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01516769
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01360858
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ULTIMATE AUCTIO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRESS DOWN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0315425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt067913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0441199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0315425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt067913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0441199
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0441199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT KEEP TRACK WITH THE NUMBER OF VOLUNTEERS BECAUSE THEY HELP WITH FUNDRAISING EVENTS AND NO VOLUNTEERS DONATE THEIR SPECIALIZED SKILLS IN A MANNER THAT WOULD BE RECOGNIZED BY GAAP.
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/DirectControllingEntityName/BusinessNameLine1Txt0NA
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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,724,032
Liabilities
$20,009,170
Net assets
$5,714,862
Revenue
$1,520,714
Expenses
$1,360,858
Net income
$159,856
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