UNION ACADEMY FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNION ACADEMY FOUNDATION (EIN 56-2278618)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-12-13
IRS object ID: 201343479349301229
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule D
Schedule G
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-12-13T15:10:13-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RIVES & ASSOCIATES LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	212 W CENTER ST	AddressLine1
City	LEXINGTON	City
State	NC	State
ZIP Code	272923012	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	562278618	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNION ACADEMY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIO	NameControl
Phone	7042388883	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	675 N ML KING JR BLVD	AddressLine1
City	MONROE	City
State	NC	State
ZIP Code	28110	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JACK HARGETT	Name
Title	CHAIR	Title
Phone	7042388883	Phone
Date Signed	2013-12-05	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN E PARSLEY CPA CVA	Name
Phone	3362488281	Phone
Date Prepared	2013-12-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JACK HARGETT	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	675 N MARTIN LUTHER KING JR BLVD	AddressLine1
City	MONROE	City
State	NC	State
ZIP Code	28110	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	877531	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.WEAREUA.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2001	YearFormation
Activity Or Mission Description	TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	2	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	3716	ContributionsGrantsPriorYear
Contributions Grants Current Year	48722	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	220275	ProgramServiceRevenuePriorYear
Program Service Revenue CY	220275	ProgramServiceRevenueCY
Investment Income Prior Year	3623	InvestmentIncomePriorYear
Investment Income Current Year	849	InvestmentIncomeCurrentYear
Other Revenue Prior Year	336658	OtherRevenuePriorYear
Other Revenue Current Year	607594	OtherRevenueCurrentYear
Total Revenue Prior Year	564272	TotalRevenuePriorYear
Total Revenue Current Year	877440	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	81149	SalariesEtcPriorYear
Salaries Etc Current Year	96560	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	156339	TotalFundrsngExpCurrentYear
Other Expense Prior Year	335769	OtherExpensePriorYear
Other Expenses Current Year	352989	OtherExpensesCurrentYear
Total Expenses Prior Year	416918	TotalExpensesPriorYear
Total Expenses Current Year	449549	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	147354	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	427891	RevenuesLessExpensesCY
Total Assets BOY	7423188	TotalAssetsBOY
Total Assets EOY	8885940	TotalAssetsEOY
Total Liabilities BOY	4939459	TotalLiabilitiesBOY
Total Liabilities EOY	5974320	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	2483729	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2911620	NetAssetsOrFundBalancesEOY
Mission Description	TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	246362	Expense
Description	TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.	Description
Total Program Service Expense	246362	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	2	NumberOfEmployees
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MARIANNE WESCOAT	NamePerson
Telephone Number	7042389879	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	675 NORTH ML KING JR BLVD	AddressLine1
City	MONROE	City
State	NC	State
ZIP Code	28110	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer
JACK HARGETT
CHAIR	X	0	0	0
BUDDY BREWER
VICE CHAIR	X	0	0	0
SUSAN HENN
TREASURER	X	0	0	0
TERRY KENNEDY
SECRETARY	X	0	0	0
RAY BLACK
BOARD MEMBER	X	0	0	0
TOM MILLER
BOARD MEMBER	X	0	0	0
MATTHEW BELK
BOARD MEMBER	X	0	0	0
JOHN DICKERSON
BOARD MEMBER	X	0	0	0
JOHN WIGGINS
BOARD MEMBER	X	0	0	0
GEORGE HILBISH
BOARD MEMBER	X	0	0	0
JAMES KERR
BOARD MEMBER	X	0	0	0
PARKER MILLS
BOARD MEMBER	X	0	0	0
INGRAM WALTERS
BOARD MEMBER	X	0	0	0
ALAN ABBOTT
BOARD MEMBER	X	0	0	0
MARIANNE WESCOAT
EXECUTIVE DI		0	46347	0	40.00	X
BOBBI BAUCUM
BOOKKEEPER		0	33488	0	40.00	X

Field	Value	IRS element (for citing)
Total Reportable Comp Frm Rltd Orgs	79835	TotalReportableCompFrmRltdOrgs
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	48722	AllOtherContributions
Noncash Contributions	9945	NoncashContributions
Total Contributions	48722	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	RENTAL INCOME	Description
Total Revenue Column	220275	TotalRevenueColumn
Related Or Exempt Function Income	220275	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	220275	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	939	TotalRevenueColumn
Related Or Exempt Function Income	939	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	91	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-90	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-90	TotalRevenueColumn
Related Or Exempt Function Income	-90	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	428078	GrossIncomeFundraisingEvents

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	428078	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	RIGHT OF WAY SETTLEMENT PROCE	Description
Total Revenue Column	179516	TotalRevenueColumn
Related Or Exempt Function Income	179516	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	179516	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	877440	TotalRevenueColumn
Related Or Exempt Function Income	400640	RelatedOrExemptFunctionIncome

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	79835	Total
Management And General	23951	ManagementAndGeneral
Fundraising	55884	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	11896	Total
Management And General	3569	ManagementAndGeneral
Fundraising	8327	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	4829	Total
Management And General	1449	ManagementAndGeneral
Fundraising	3380	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	3600	Total
Management And General	3600	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4344	Total
Fundraising	4344	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	419	Total
Management And General	42	ManagementAndGeneral
Fundraising	377	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1510	Total
Management And General	1510	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	25000	Total
Program Services	25000	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	190706	Total
Program Services	184985	ProgramServices
Management And General	5721	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	12671	Total
Program Services	11404	ProgramServices
Management And General	1267	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	FundraisingFundraising	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
FUNDRAISING EXPENSES	81725	81725
PHIL HARGET MEMORIAL FUND	23197		23197
BAD DEBT	3933			3933
BANK FEES	2857	2000		857

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	3027	Total
Program Services	1776	ProgramServices
Management And General	949	ManagementAndGeneral
Fundraising	302	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	449549	Total
Program Services	246362	ProgramServices
Management And General	46848	ManagementAndGeneral
Fundraising	156339	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	77657	BOY
EOY	288779	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	862180	BOY
EOY	822287	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	10129	BOY
EOY	787	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2040	BOY
EOY	2106	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	9137921	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1369762	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	6467270	BOY
EOY	7768159	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3912	BOY
EOY	3822	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	7423188	BOY
EOY	8885940	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1618	BOY
EOY	290602	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	4937841	BOY
EOY	5683718	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	4939459	BOY
EOY	5974320	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2423370	BOY
EOY	2835547	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	60359	BOY
EOY	76073	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2483729	BOY
EOY	2911620	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7423188	BOY
EOY	8885940	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	427891	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	476965	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	374168	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	115756	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3716	CurrentTaxYearMinus1Year
Current Tax Year	49261	CurrentTaxYear
Total	1019866	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	476965	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	374168	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	115756	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3716	CurrentTaxYearMinus1Year
Current Tax Year	49261	CurrentTaxYear
Total	1019866	Total

Field	Value	IRS element (for citing)
Public Support Total170	1019866	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	189	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3559	CurrentTaxYearMinus2Years
Total	3748	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	6378	CurrentTaxYearMinus2Years
Total	6378	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	226629	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	224871	CurrentTaxYearMinus2Years
Total	451500	Total

Field	Value	IRS element (for citing)
Total Support	1481492	TotalSupport
Gross Receipts From Admissions Etc	828808	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.68840	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.82920	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	984023	OtherCostOrOtherBasis
Book Value	984023	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7949446	OtherCostOrOtherBasis
Depreciation	1297862	Depreciation
Book Value	6651584	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	204452	OtherCostOrOtherBasis
Depreciation	71900	Depreciation
Book Value	132552	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	7768159	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	877440	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	877440	RevenueSubtotal
Total Revenue Per Form990	877440	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	449546	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	449546	ExpensesSubtotal
Other Expenses Not Included	3	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	3	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	449549	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	Identifier
Return Reference	SCHEDULE D, PAGE 4, PART XII, LINE 4B	ReturnReference
Explanation	BOOK / TAX DEPRECIATION DIFFERENCE 3	Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	ULTIMATE CHARIT	NameOfEvent1
Gross Receipts Event1	291188	GrossReceiptsEvent1
Gross Revenue Event1	291188	GrossRevenueEvent1
Name Of Event2	WHAT-IF APPEAL	NameOfEvent2
Gross Receipts Event2	102137	GrossReceiptsEvent2
Gross Revenue Event2	102137	GrossRevenueEvent2
Total Number Of Other Events	2	TotalNumberOfOtherEvents
Gross Receipts Other Events	34753	GrossReceiptsOtherEvents
Gross Revenue Other Events	34753	GrossRevenueOtherEvents
Gross Receipts Total	428078	GrossReceiptsTotal
Gross Revenue Total Events	428078	GrossRevenueTotalEvents
Net Income Summary	428078	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	BOOK / TAX DEPRECIATION DIFFERENCE 3
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 9	ROUNDING ADJUSTMENT -3

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	UNION ACADEMY SCHOOLS	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	675 N MARTIN LUTHER KING JR BLVD	AddressLine1
City	MONROE	City
State	NC	State
ZIP Code	28110	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	MANAGEMENT	PrimaryActivities
Legal Domicile State	NC	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	UNION ACADEMY	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	P	TransactionType
Amount Involved	79835	AmountInvolved

UNION ACADEMY FOUNDATION: Form 990, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

Program Service Revenue ProgramServiceRevenue

Investment Income InvestmentIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Gain Or Loss GainOrLoss

Net Gain Or Loss Investments NetGainOrLossInvestments

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Other Revenue Misc OtherRevenueMisc

Total Revenue TotalRevenue

Other Salaries And Wages OtherSalariesAndWages

Other Employee Benefits OtherEmployeeBenefits

Payroll Taxes PayrollTaxes

Fees For Services Legal FeesForServicesLegal

Advertising Advertising

Office Expenses OfficeExpenses

Occupancy Occupancy

Payments To Affiliates PaymentsToAffiliates

Depreciation Depletion DepreciationDepletion

Insurance Insurance

Other Expenses OtherExpenses (4 entries)

All Other Expenses AllOtherExpenses

Total Functional Expenses TotalFunctionalExpenses

Cash Non Interest Bearing CashNonInterestBearing

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Accounts Receivable AccountsReceivable

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Deferred Revenue DeferredRevenue

Total Liabilities TotalLiabilities

Unrestricted Net Assets UnrestrictedNetAssets

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Schedule A IRS990ScheduleA

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Total170 Total170

Gross Investment Income170 GrossInvestmentIncome170

Net UBI NetUBI

Other Income170 OtherIncome170

Schedule D IRS990ScheduleD

Land Land

Buildings Buildings

Equipment Equipment

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Schedule G IRS990ScheduleG

Events Information EventsInformation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Address US AddressUS

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Comments