UNION ACADEMY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNION ACADEMY FOUNDATION (EIN 56-2278618)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-01
- IRS object ID
- 202012759349300101
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-01T07:36:03-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850495580 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRICKLAND HARDEE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 E CENTER ST | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562278618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION ACADEMY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7042389879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N ML KING JR BLVD | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNA WESTBROOK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7042388883 | PhoneNum |
| Signature | 2020-10-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS STRICKLAND | PreparerPersonNm |
| PTIN | P02088790 | PTIN |
| Phone | 3365969034 | PhoneNum |
| Preparation | 2020-10-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-01 | IPDt |
| IP Tm | 07:36:03 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07547A367D2212640D8830C5E6583DC1F0AA6D98 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF0F88F10776812A7272A3FDCF7E4E0E3AD50CAE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNA WESTBROOK | PrincipalOfficerNm |
| Gross Receipts | $1,520,714 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WEAREUA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $195,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $200,547 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $891,967 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $891,967 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,327 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,198,656 | PYOtherRevenueAmt |
| CY Other Revenue | $420,710 | CYOtherRevenueAmt |
| PY Total Revenue | $2,289,094 | PYTotalRevenueAmt |
| CY Total Revenue | $1,520,714 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $127,289 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $144,342 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $171,869 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,012,497 | PYOtherExpensesAmt |
| CY Other Expenses | $1,216,516 | CYOtherExpensesAmt |
| PY Total Expenses | $1,139,786 | PYTotalExpensesAmt |
| CY Total Expenses | $1,360,858 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,149,308 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $159,856 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,464,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,724,032 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,905,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,009,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,558,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,714,862 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $312,066 | ExpenseAmt |
| Revenue | $891,967 | RevenueAmt |
| Desc | TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $737,303 | ExpenseAmt |
| Desc | TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $737,303 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,049,369 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE SARNO | PersonNm |
| Phone | 7042389879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N ML KING JR BLVD | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|
| BECKY ROBISON | |||||
| CHAIR | Yes (X) | $0 | $0 | $0 | |
| TERRY KENNEDY | |||||
| PAST CHAIR | Yes (X) | $0 | $0 | $0 | |
| RAY BLACK | |||||
| CO-VICE CHAI | Yes (X) | $0 | $0 | $0 | |
| SUSAN HENN | |||||
| CO-VICE CHAI | Yes (X) | $0 | $0 | $0 | |
| CHERYL AUSTIN | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WATKINS | |||||
| TREASURER | Yes (X) | $0 | $0 | $0 | |
| HEATHER BOSTIC | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| BUDDY BREWER | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| JOHN DICKERSON | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| PAUL FRONCZAK | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| GRANT HALL | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| JACK HARGETT | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| GEORGE HILBISH | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| KIM MYERS | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| JASON PATTERSON | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| KIM TYSON | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| JOHN WIGGINS | |||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |
| JACK JAMES | |||||
| EX-OFFICIO | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $200,547 | AllOtherContributionsAmt |
| Total Contributions | $200,547 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT | Desc |
| Total Revenue Column | $891,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $891,967 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $891,967 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,090 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,400 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $441,919 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $441,919 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SALES TAX REFUND | $665 | $665 |
| MISCELLANEOUS | $45 | $45 |
| LOSS ON DISPOSAL OF ASSETS | -$21,919 | -$21,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$21,209 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,520,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $878,248 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,420 | TotalAmt |
| Management And General | $63,210 | ManagementAndGeneralAmt |
| Fundraising | $63,210 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,474 | TotalAmt |
| Management And General | $4,237 | ManagementAndGeneralAmt |
| Fundraising | $4,237 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,448 | TotalAmt |
| Management And General | $4,724 | ManagementAndGeneralAmt |
| Fundraising | $4,724 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,600 | TotalAmt |
| Management And General | $18,600 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,474 | TotalAmt |
| Fundraising | $13,474 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,510 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $7,744 | ManagementAndGeneralAmt |
| Fundraising | $4,466 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,585 | TotalAmt |
| Program Services | $278,585 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,219 | TotalAmt |
| Program Services | $719,731 | ProgramServicesAmt |
| Management And General | $5,488 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,984 | TotalAmt |
| Program Services | $33,181 | ProgramServicesAmt |
| Management And General | $803 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING | $80,248 | $80,248 | ||
| PHIL HARGETT MEMORIAL FUN | $17,572 | $17,572 | ||
| MISCELLANEOUS | $13,445 | $50 | $13,395 | |
| DUES AND SUBSCRIPTIONS | $9,439 | $1,460 | $7,979 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,440 | TotalAmt |
| Management And General | $13,440 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,360,858 | TotalAmt |
| Program Services | $1,049,369 | ProgramServicesAmt |
| Management And General | $139,620 | ManagementAndGeneralAmt |
| Fundraising | $171,869 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,562 | BOYAmt |
| EOY | $23,805 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,786 | BOYAmt |
| EOY | $176,294 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,958 | BOYAmt |
| EOY | $118,952 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,624 | BOYAmt |
| EOY | $153 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,878 | BOYAmt |
| EOY | $4,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,514,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,941,977 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,270,502 | BOYAmt |
| EOY | $24,572,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,430 | BOYAmt |
| EOY | $828,566 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,375 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,464,115 | BOYAmt |
| EOY | $25,724,032 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261 | BOYAmt |
| EOY | $10,514 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $3,720 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,898,903 | BOYAmt |
| EOY | $19,994,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,905,164 | BOYAmt |
| EOY | $20,009,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,282,255 | BOYAmt |
| EOY | $5,469,788 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,696 | BOYAmt |
| EOY | $245,074 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,558,951 | BOYAmt |
| EOY | $5,714,862 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,464,115 | BOYAmt |
| EOY | $25,724,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $159,856 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,945 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $483,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200,547 | CurrentTaxYearAmt |
| Total | $1,333,903 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $483,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200,547 | CurrentTaxYearAmt |
| Total | $1,333,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,333,903 | PublicSupportTotal170Amt |
| Total Support | $1,333,903 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,318,767 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,116,143 | OtherCostOrOtherBasisAmt |
| Book Value | $1,116,143 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,813,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,353,012 | DepreciationAmt |
| Book Value | $22,460,195 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,358 | DepreciationAmt |
| Book Value | $78,005 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,369,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $451,607 | DepreciationAmt |
| Book Value | $917,866 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,572,209 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,516,769 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,945 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,945 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,520,714 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,520,714 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,360,858 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,360,858 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,360,858 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ULTIMATE AUCTIO | Event1Nm |
| Gross Receipts Event1 | $315,425 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $315,425 | GrossRevenueEvent1Amt |
| Event2 | DRESS DOWN | Event2Nm |
| Gross Receipts Event2 | $57,861 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $57,861 | GrossRevenueEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $67,913 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $67,913 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $441,199 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $441,199 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $441,199 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION ACADEMY SCHOOLS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501 C | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION ACADEMY CHARTER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionTypeTxt |
| Involved | $891,967 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments