Civic Intelligence

Union Day School Foundation Inc

EIN 82-4504704 • 501(c)3 • Matthews, NC

Profile

The organization is operated to financially support and raise funds for union day school, inc., a nc charter school

3000 Tilley Morris RdMatthews, NC 28174

uniondayschool.com/UDS-FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.12x

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

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

103%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-2.9%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$12,297,018

Down $252,274 (-2.0%) from 2023

Liabilities

Down

$13,735,000

Down $343,115 (-2.4%) from 2023

Net Assets

Up

-$1,437,982

Up $90,841 (+5.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

$191,097

Up $422,751 (+182%) from 2023

Expenses

Up

$100,256

Up $94,135 (+1538%) from 2023

Net Income

Up

$90,841

Up $328,616 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2018: $7,283,391Liabilities 2018: $7,277,830Net Assets 2018: $5,5612018Assets 2019: $14,301,857Liabilities 2019: $15,119,373Net Assets 2019: -$817,5162019Assets 2020: $13,530,068Liabilities 2020: $14,650,000Net Assets 2020: -$1,119,9322020Assets 2021: $13,240,854Liabilities 2021: $14,440,000Net Assets 2021: -$1,199,1462021Assets 2022: $12,928,952Liabilities 2022: $14,220,000Net Assets 2022: -$1,291,0482022Assets 2023: $12,549,292Liabilities 2023: $14,078,115Net Assets 2023: -$1,528,8232023Assets 2024: $12,297,018Liabilities 2024: $13,735,000Net Assets 2024: -$1,437,9822024

Highlighted filing

2024

Assets$12,297,018
Liabilities$13,735,000
Net Assets-$1,437,982
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2018: $11,545Expenses 2018: $5,984Net Income 2018: $5,5612018Revenue 2019: -$168,066Expenses 2019: $655,011Net Income 2019: -$823,0772019Revenue 2020: -$302,150Expenses 2020: $266Net Income 2020: -$302,4162020Revenue 2021: -$71,676Expenses 2021: $7,538Net Income 2021: -$79,2142021Revenue 2022: -$91,617Expenses 2022: $285Net Income 2022: -$91,9022022Revenue 2023: -$231,654Expenses 2023: $6,121Net Income 2023: -$237,7752023Revenue 2024: $191,097Expenses 2024: $100,256Net Income 2024: $90,8412024

Highlighted filing

2024

Revenue$191,097
Expenses$100,256
Net Income$90,841
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,297,018
Liabilities
$13,735,000
Net assets
-$1,437,982
Revenue
$191,097
Expenses
$100,256
Net income
$90,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$13.7$1.44$0.19$0.10$0.09
2023Detailed filing. Detailed filing data is available for this year.$12.5$14.1$1.53$0.23$0.01$0.24
2022Detailed filing. Detailed filing data is available for this year.$12.9$14.2$1.29$0.09$0.00$0.09
2021Detailed filing. Detailed filing data is available for this year.$13.2$14.4$1.20$0.07$0.01$0.08
2020Detailed filing. Detailed filing data is available for this year.$13.5$14.7$1.12$0.30$0.00$0.30
2019Detailed filing. Detailed filing data is available for this year.$14.3$15.1$0.82$0.17$0.66$0.82
2018Detailed filing. Detailed filing data is available for this year.$7.28$7.28$0.01$0.01$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,413,529
Mission and Program Overview

Mission

The organization is operated to financially support and raise funds for union day scjhool, inc, a nc charter school

The organization financially supports and raises funds for union day school inc, a nc charter school,

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,150,223$10,856,475▼ $293,748
Cash and Non-Interest-Bearing Accounts$124,587$210,773▲ $86,186
Savings and Temporary Cash Investments$2,781$3,275▲ $494
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-1,528,823$-1,437,982▲ $90,841
Total Assets$12,549,292$12,297,018▼ $252,274
Other Assets Total$1,271,701$1,226,495▼ $45,206
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,985,000$13,735,000▼ $250,000
Tax Exempt Bond Liabilities$93,115--
Total Liabilities$14,078,115$13,735,000▼ $343,115
Net Assets / Fund Balance
Total Net Assets Fund Balance$-1,528,823$-1,437,982▲ $90,841
Total Liabilities and Net Assets / Fund Balance$12,549,292$12,297,018▼ $252,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,577,600$1,705,987-
Land$278,875--
Other Assets Org$1,226,495--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Boyce ThiesChairman of the Board
Jim LovellDirector
Joan MazzuSecretary
Joely LordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$250,941
Other Revenue
$-59,844
Change in Net Assets
$90,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$256--$256
Total Functional Expenses$100,256$0$0$100,256
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority of Wisconsin2001-11-01$14,840,000Acquisition, construction, improvement, and equipping of school facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$14,840,000--$605,397

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's board chairman reviews the form 990 with the return preparer before filing of the return. A full copy of the form 990 is then reviewed by the board chairman with the other board members.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available to the public upon request”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and policies and any financial statements available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Union Day School Foundation Inc
EIN
82-4504704
Phone
7042561494
Address
3000 TILLEY MORRIS RD, MATTHEWS, NC 28174

Signing Officer

Name
F Boyce Thies
Title
Chairman of the Board
Phone
7043612663
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
F Boyce Thies
Formed
2015
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Potter & Company Pa
Address
114 N CHURCH STREET, MONROE, NC 28112
Preparer
Eric Smith
Phone
7042838189
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has adopted asc 740-10 as it relates to uncertain tax positions for the year ended june 30, 2024 and have evaluated their tax positions taken for all open tax years. However, the foundation is not currently under audit nor has the foundation been contacted by these jurisdictions. Based on the evaluation of the foundation's tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the year end june 30, 2024.”

Raw XML Appendix400 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS ADOPTED ASC 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2024 AND HAVE EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR END JUNE 30, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02001-11-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt014840000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0PUBLIC FINANCE AUTHORITY OF WISCONSIN
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0ACQUISITION, CONSTRUCTION, IMPROVEMENT, AND EQUIPPING OF SCHOOL FACILITIES
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt012727531
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01456219
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0605397
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02019
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt014840000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BOARD CHAIRMAN REVIEWS THE FORM 990 WITH THE RETURN PREPARER BEFORE FILING OF THE RETURN. A FULL COPY OF THE FORM 990 IS THEN REVIEWED BY THE BOARD CHAIRMAN WITH THE OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND POLICIES AND ANY FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION DAY SCHOOL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0471782363
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATION OF A NC CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03000 TILLEY MORRIS ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEDDINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028104
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01117646
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1100000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0LEASE PAYMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1DONATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNION DAY SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNION DAY SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt093115
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012549292
IRS990/TotalAssetsEOYAmt012297018
IRS990/TotalAssetsGrp/BOYAmt012549292
IRS990/TotalAssetsGrp/EOYAmt012297018
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100256
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014078115
IRS990/TotalLiabilitiesEOYAmt013735000
IRS990/TotalLiabilitiesGrp/BOYAmt014078115
IRS990/TotalLiabilitiesGrp/EOYAmt013735000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1528823
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1437982
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0100256
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt072566
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118531
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0191097
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012549292
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012297018
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 TILLEY MORRIS RD
IRS990/USAddress/CityNm0MATTHEWS
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028174
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0UNIONDAYSCHOOL.COM/UDS-FOUNDATION
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0F BOYCE THIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN OF THE BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum07043612663
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION DAY SCHOOL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0824504704
ReturnHeader/Filer/PhoneNum07042561494
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 TILLEY MORRIS RD
ReturnHeader/Filer/USAddress/CityNm0MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028174
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561220683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 N CHURCH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028112
ReturnHeader/PreparerPersonGrp/PhoneNum07042838189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC SMITH
ReturnHeader/ReturnTs02025-05-15T16:01:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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