Civic Intelligence

Union Academy Foundation

990 • Fiscal year 2021 • EIN 56-2278618

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 07, 2021

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

80th percentile

0.75x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

10.71x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Net Margin

83rd percentile

44%

Higher net margin than 83% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2021 filings • NTEE B • $25M-$50M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.3%

Faster asset growth than 24% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

17%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$25,651,211

Down $72,821 (-0.3%) from 2020

Net Assets

Up

$6,528,552

Up $813,690 (+14%) from 2020

Liabilities

Down

$19,122,659

Down $886,511 (-4.4%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin83rd percentile

Revenue

Up

$1,784,995

Up $264,281 (+17%) from 2020

Expenses

Down

$1,002,546

Down $358,312 (-26%) from 2020

Net Income

Up

$782,449

Up $622,593 (+389%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$25,651,211
Liabilities$19,122,659
Net Assets$6,528,552
Open 2021 Filing

Operations Trend

Revenue Growth54th 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

2021

Revenue$1,784,995
Expenses$1,002,546
Net Income$782,449
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 7, 2021
Return Version
2020v4.0
Gross Receipts
$1,799,253
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$24,572,209$23,855,076▼ $717,133
Investments in Publicly Traded Securities$828,566$1,161,170▲ $332,604
Pledges and Grants Receivable$118,952$211,515▲ $92,563
Savings and Temporary Cash Investments$176,294$199,351▲ $23,057
Cash and Non-Interest-Bearing Accounts$23,805$173,108▲ $149,303
Inventories for Sale or Use-$33,737-
Prepaid Expenses and Deferred Charges$4,053$9,003▲ $4,950
Investments Other Securities-$6,285-
Accounts Receivable$153$1,966▲ $1,813
Total Assets$25,724,032$25,651,211▼ $72,821
Liabilities
Deferred Revenue$19,994,936$19,108,969▼ $885,967
Accounts Payable and Accrued Expenses$10,514$13,690▲ $3,176
Grants Payable$3,720--
Total Liabilities$20,009,170$19,122,659▼ $886,511
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,469,788$6,156,877▲ $687,089
Net Assets With Donor Restrictions$245,074$371,675▲ $126,601
Total Net Assets Fund Balance$5,714,862$6,528,552▲ $813,690
Total Liabilities and Net Assets / Fund Balance$25,724,032$25,651,211▼ $72,821

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,810,129$4,003,078$25,813,207
Other Land Buildings$857,767$513,705$1,371,472
Land$1,116,143-$1,116,143
Equipment$71,037$144,326$215,363
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$484,871
Program Service Revenue
$891,967
Investment Income
$51,754
Other Revenue
$356,403
All Other Contributions
$484,871
Change in Net Assets
$782,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,784,995
Revenue Not Reported on Form 990
$31,241
Total Revenue per Audited Statements
$1,816,236
Total Revenue per Form 990
$1,784,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$865,239
Salaries, Compensation, and Employee Benefits$137,307
Total Fundraising Expense$96,696
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$719,132--$719,132
Other Salaries and Wages-$59,807$59,807$119,614
Insurance$33,136$803-$33,939
Fees for Services Accounting-$18,100-$18,100
Office Expenses$300$12,908$2,810$16,018
Payments to Affiliates$14,889--$14,889
Advertising--$9,368$9,368
Payroll Taxes-$4,486$4,487$8,973
Other Employee Benefits-$4,360$4,360$8,720
Information Technology-$8,480-$8,480
Conferences and Meetings-$3,571-$3,571
Other Expenses$18,331$1,990$14,939$1,990
All Other Expenses-$-955$925$-30
Total Functional Expenses$785,788$120,062$96,696$1,002,546

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,002,546
Total Expenses per Audited Statements$1,002,546
Total Expenses per Form 990$1,002,546
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$337,038
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ultimate Auctio$283,072$283,072-$283,072
Dress Down$35,591$35,591-$35,591
Total Events$333,103$333,103-$333,103
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
2021-09-07

Organization Details

Principal Officer
Jenna Westbrook
Formed
2001
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
25

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, 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/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05714862
IRS990/NetAssetsOrFundBalancesEOYAmt06528552
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0337038
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt019365
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt019365
IRS990/NetUnrlzdGainsLossesInvstAmt031241
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05469788
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06156877
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt02810
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012908
IRS990/OfficeExpensesGrp/ProgramServicesAmt0300
IRS990/OfficeExpensesGrp/TotalAmt016018
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04360
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04360
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08720
IRS990/OtherExpensesGrp/Desc0PHIL HARGETT MEMORIAL FUN
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt014939
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11990
IRS990/OtherExpensesGrp/ProgramServicesAmt018331
IRS990/OtherExpensesGrp/TotalAmt018331
IRS990/OtherExpensesGrp/TotalAmt114939
IRS990/OtherExpensesGrp/TotalAmt26512
IRS990/OtherExpensesGrp/TotalAmt31990
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt059807
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059807
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119614
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt014889
IRS990/PaymentsToAffiliatesGrp/TotalAmt014889
IRS990/PayrollTaxesGrp/FundraisingAmt04487
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04486
IRS990/PayrollTaxesGrp/TotalAmt08973
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0118952
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0211515
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04053
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09003
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/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0200547
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07490
IRS990/PYOtherExpensesAmt01216516
IRS990/PYOtherRevenueAmt0420710
IRS990/PYProgramServiceRevenueAmt0891967
IRS990/PYRevenuesLessExpensesAmt0159856
IRS990/PYSalariesCompEmpBnftPaidAmt0144342
IRS990/PYTotalExpensesAmt01360858
IRS990/PYTotalRevenueAmt01520714
IRS990/ReconcilationRevenueExpnssAmt0782449
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176294
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0199351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0484871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0195144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0319166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0483772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01683500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051754
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt051754
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02581395
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97020
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01683500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0484871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0195144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0319166
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0483772
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01683500
IRS990ScheduleA/TotalSupportAmt01735254
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt021810129
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04003078
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt025813207
IRS990ScheduleD/EquipmentGrp/BookValueAmt071037
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144326
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0215363
IRS990ScheduleD/ExpensesSubtotalAmt01002546
IRS990ScheduleD/LandGrp/BookValueAmt01116143
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01116143
IRS990ScheduleD/NetUnrealizedGainsInvstAmt031241
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0857767
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0513705
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01371472
IRS990ScheduleD/RevenueNotReportedAmt031241
IRS990ScheduleD/RevenueSubtotalAmt01784995
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023855076
IRS990ScheduleD/TotalExpensesPerForm990Amt01002546
IRS990ScheduleD/TotalRevenuePerForm990Amt01784995
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01816236
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01002546
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ULTIMATE AUCTIO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRESS DOWN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0283072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0333103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0283072
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0333103
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0333103
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
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
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,651,211
Liabilities
$19,122,659
Net assets
$6,528,552
Revenue
$1,784,995
Expenses
$1,002,546
Net income
$782,449
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