Civic Intelligence

Union Academy Private Prekindergarten

990EZ • Fiscal year 2018 • EIN 81-5358346

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization ProfileN/A
675 North Ml King Jr BlvdMonroe, NC 28110

(704) 283-5678

Siviq Scores

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

Liabilities / Assets

98th percentile

1.89x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.19x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2018 filings • NTEE B • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

$10,572

No earlier filing loaded for comparison.

Net Assets

-$9,428

No earlier filing loaded for comparison.

Liabilities

$20,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin60th percentile

Revenue

$104,056

No earlier filing loaded for comparison.

Expenses

$93,608

No earlier filing loaded for comparison.

Net Income

$10,448

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$100K$0-$100K-$200KAssets 2018: $10,572Liabilities 2018: $20,000Net Assets 2018: -$9,4282018Assets 2019: $4,536Liabilities 2019: $46,334Net Assets 2019: -$41,7982019Assets 2020: $2,566Liabilities 2020: $66,200Net Assets 2020: -$63,6342020Assets 2021: $5,290Liabilities 2021: $116,850Net Assets 2021: -$111,5602021Assets 2022: $34,979Liabilities 2022: $88,825Net Assets 2022: -$53,8462022Assets 2023: $95,447Liabilities 2023: $47,763Net Assets 2023: $47,6842023Assets 2024: $12,321Liabilities 2024: $96,199Net Assets 2024: -$83,8782024

Highlighted filing

2018

Assets$10,572
Liabilities$20,000
Net Assets-$9,428
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2018: $104,056Expenses 2018: $93,608Net Income 2018: $10,4482018Revenue 2019: $170,117Expenses 2019: $202,487Net Income 2019: -$32,3702019Revenue 2020: $165,935Expenses 2020: $187,771Net Income 2020: -$21,8362020Revenue 2021: $136,250Expenses 2021: $184,176Net Income 2021: -$47,9262021Revenue 2022: $405,485Expenses 2022: $347,771Net Income 2022: $57,7142022Revenue 2023: $565,380Expenses 2023: $463,850Net Income 2023: $101,5302023Revenue 2024: $610,769Expenses 2024: $742,331Net Income 2024: -$131,5622024

Highlighted filing

2018

Revenue$104,056
Expenses$93,608
Net Income$10,448
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$104,056
Mission and Program Overview

Mission

The mission is to be a pathway by which children mature and grow into confident young students who are highly prepared and motivated to make positive contributions to their school community

The mission is to be a pathway by which children mature and grow into confident young students who are highly prepared and motivated to make positive contributions to their school community.

Program Services

DescriptionGrantsExpenses
THE MISSION OF PREKINDERGARTEN IS TO EDUCATE THE WHOLE CHILD, PROVIDE CHALLENGING, HIGH QUALITY INSTRUCTION, STRONG CHARACTER DEVELOPEMNT IN ALL OF ITS STUDENTS AND COLLABORATIVE FAMILY INVOLVEMENT.-$88,112
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN KROEGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Union Academy Private Prekindergart
EIN
81-5358346
Address
675 NORTH ML KING JR BLVD, MONROE, NC 28110

Signing Officer

Name
Lynn Kroeger
Title
Treasurer
Signed
2018-11-09
Discuss with paid preparer
Yes

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-ez, Part I, Line 16

“Expenses 3,367 bank service charge 2,053 repair and maintenace 195 materials and supplies 459 office expense 76 total 6,150”

Form 990-ez, Part I, Line 20

“OTHER INCREASES -10,327”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 10,000 20,000”

Form 990-ez, Part III

“The mission is to be a pathway by which children mature and grow into confident young students who are highly prepared and motivated to make positive contributions to their school community.”

Raw XML Appendix123 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYNN KROEGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07042835678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0675 NORTH ML KING JR BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010572
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010448
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010572
IRS990EZ/GrossReceiptsAmt0104056
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-9549
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-9428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-9549
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-9428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN KROEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-10327
IRS990EZ/OtherExpensesTotalAmt06150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION IS TO BE A PATHWAY BY WHICH CHILDREN MATURE AND GROW INTO CONFIDENT YOUNG STUDENTS WHO ARE HIGHLY PREPARED AND MOTIVATED TO MAKE POSITIVE CONTRIBUTIONS TO THEIR SCHOOL COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt0104056
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MISSION OF PREKINDERGARTEN IS TO EDUCATE THE WHOLE CHILD, PROVIDE CHALLENGING, HIGH QUALITY INSTRUCTION, STRONG CHARACTER DEVELOPEMNT IN ALL OF ITS STUDENTS AND COLLABORATIVE FAMILY INVOLVEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088112
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt087458
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093608
IRS990EZ/TotalProgramServiceExpensesAmt088112
IRS990EZ/TotalRevenueAmt0104056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 3,367 BANK SERVICE CHARGE 2,053 REPAIR AND MAINTENACE 195 MATERIALS AND SUPPLIES 459 OFFICE EXPENSE 76 TOTAL 6,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCREASES -10,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 10,000 20,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MISSION IS TO BE A PATHWAY BY WHICH CHILDREN MATURE AND GROW INTO CONFIDENT YOUNG STUDENTS WHO ARE HIGHLY PREPARED AND MOTIVATED TO MAKE POSITIVE CONTRIBUTIONS TO THEIR SCHOOL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN KROEGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION ACADEMY PRIVATE PREKINDERGART
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0815358346
ReturnHeader/Filer/USAddress/AddressLine1Txt0675 NORTH ML KING JR BLVD
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F57982963744801F38FDD583F562D2A8DA5E116F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C564ACB8F9AFCD6AC8C4A13AF99E3C2C87D4089
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.128.118
ReturnHeader/FilingSecurityInformation/IPDt02018-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:48:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200427530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIVES & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 W CENTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272923012
ReturnHeader/PreparerPersonGrp/PhoneNum03362488281
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W LEON RIVES
ReturnHeader/ReturnTs02018-11-20T11:48:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,572
Liabilities
$20,000
Net assets
-$9,428
Revenue
$104,056
Expenses
$93,608
Net income
$10,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.96$0.84$6.11$7.42$1.32
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.48$0.48$5.65$4.64$1.02
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.89$0.54$4.05$3.48$0.58
2021Detailed filing. Detailed filing data is available for this year.$0.05$1.17$1.12$1.36$1.84$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.66$0.64$1.66$1.88$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.46$0.42$1.70$2.02$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.20$0.09$1.04$0.94$0.10