UNION COUNTY CHARTER EDUCATION ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNION COUNTY CHARTER EDUCATION ASSOCIATION (EIN 46-5749321)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-08-29
- IRS object ID
- 202332419349300338
- Schema version
- 2021v4.0
- 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 | 2023-08-29T11:08:00-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844233121 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARPE PATEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 ARLINGTON AVE STE 630 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465749321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION COUNTY CHARTER EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7048933607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2324 YOUNTS ROAD | AddressLine1Txt |
| City | INDIAN TRAIL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRICIA GREEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7048933607 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRICIA | PersonFirstNm |
| Person Last | GREEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RUSHFORD CPA | PreparerPersonNm |
| PTIN | P01317611 | PTIN |
| Phone | 7044993893 | PhoneNum |
| Preparation | 2023-08-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRICIA GREEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2324 YOUNTS ROAD | AddressLine1Txt |
| City | INDIAN TRAIL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28079 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,089,082 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDIANTRAILPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD A STUDENT-CENTERED LEARNING ENVIRONMENT THAT IS PROJECT-BASED AND TECHNOLOGY-DRIVEN IN WHICH STUDENTS CAN REACH THEIR ACADEMIC POTENTIAL. WE VALUE ACADEMIC SUCCESS THROUGH THE USE OF DATA TO MEET INDIVIDUAL DIVERSE STUDENT NEEDS. UNION PREPARATORY ACADEMY WILL FOSTER A CULTURE OF INNOVATION AND INQUIRY USING TECHNOLOGY AS THE MEDIUM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,356,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,903,726 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,798 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $815,113 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,001 | PYOtherRevenueAmt |
| CY Other Revenue | $295,962 | CYOtherRevenueAmt |
| PY Total Revenue | $9,398,054 | PYTotalRevenueAmt |
| CY Total Revenue | $11,014,801 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,681,502 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,558,884 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,236,149 | PYOtherExpensesAmt |
| CY Other Expenses | $6,227,760 | CYOtherExpensesAmt |
| PY Total Expenses | $9,917,651 | PYTotalExpensesAmt |
| CY Total Expenses | $11,786,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$519,597 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$771,843 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,495,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,226,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,040,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,401,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,545,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$174,777 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD A STUDENT-CENTERED LEARNING ENVIRONMENT THAT IS PROJECT-BASED AND TECHNOLOGY-DRIVEN IN WHICH STUDENTS CAN REACH THEIR ACADEMIC POTENTIAL. WE VALUE ACADEMIC SUCCESS THROUGH THE USE OF DATA TO MEET INDIVIDUAL DIVERSE STUDENT NEEDS. UNION PREPARATORY ACADEMY WILL FOSTER A CULTURE OF INNOVATION AND INQUIRY USING TECHNOLOGY AS THE MEDIUM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,587,320 | ExpenseAmt |
| Revenue | $815,113 | RevenueAmt |
| Desc | UNION PREPARATORY ACADEMY AT INDIAN TRAIL IS A NORTH CAROLINA PUBLIC SCHOOL OPERATED BY A NON-PROFIT CORPORATION, SERVING APPROXIMATELY 1,000 STUDENTS. | Desc |
| Total Program Service Expenses | $6,587,320 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | 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 | false | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | 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 | Yes (true) | 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 | CHARTER SCHOOLS USA | PersonNm |
| Phone | 9542023500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 CORPORATE DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 700 | AddressLine2Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TRICIA GREEN | |||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE GOSSERT | |||||||
| VICE-PRESIDE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE BLEVINS | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTOINE JOHNSON | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL KORN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH MORENCY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIA BELOV | |||||||
| DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALISON SIMPSON | |||||||
| SCHOLAR PRIN | 40.00 | $103,300 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $103,300 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $9,903,726 | GovernmentGrantsAmt |
| Total Contributions | $9,903,726 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FOOD SERVICE | 611710 | $652,843 | $652,843 |
| BEFORE AND AFTER CARE | 611710 | $162,270 | $162,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $815,113 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $136,141 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $74,281 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,860 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $234,102 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,102 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $234,102 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,014,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,049,215 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,564,247 | TotalAmt |
| Program Services | $2,555,978 | ProgramServicesAmt |
| Management And General | $2,008,269 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,102 | TotalAmt |
| Program Services | $19,657 | ProgramServicesAmt |
| Management And General | $15,445 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,537 | TotalAmt |
| Program Services | $344,141 | ProgramServicesAmt |
| Management And General | $270,396 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,998 | TotalAmt |
| Program Services | $193,199 | ProgramServicesAmt |
| Management And General | $151,799 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,594 | TotalAmt |
| Program Services | $406,893 | ProgramServicesAmt |
| Management And General | $319,701 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,258 | TotalAmt |
| Program Services | $23,104 | ProgramServicesAmt |
| Management And General | $18,154 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,969 | TotalAmt |
| Program Services | $89,023 | ProgramServicesAmt |
| Management And General | $69,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,660 | TotalAmt |
| Program Services | $401,890 | ProgramServicesAmt |
| Management And General | $315,770 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,405 | TotalAmt |
| Program Services | $8,067 | ProgramServicesAmt |
| Management And General | $6,338 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943 | TotalAmt |
| Program Services | $528 | ProgramServicesAmt |
| Management And General | $415 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,123 | TotalAmt |
| Program Services | $47,109 | ProgramServicesAmt |
| Management And General | $37,014 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,988 | TotalAmt |
| Program Services | $366,233 | ProgramServicesAmt |
| Management And General | $287,755 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,649 | TotalAmt |
| Program Services | $3,723 | ProgramServicesAmt |
| Management And General | $2,926 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,985 | TotalAmt |
| Program Services | $923,432 | ProgramServicesAmt |
| Management And General | $725,553 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,018 | TotalAmt |
| Program Services | $110,009 | ProgramServicesAmt |
| Management And General | $110,009 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,818 | TotalAmt |
| Program Services | $67,098 | ProgramServicesAmt |
| Management And General | $52,720 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD PURCHASES | $495,683 | $277,582 | $218,101 |
| LEASE AMORTIZATION | $388,096 | $217,334 | $170,762 |
| HUMAN RESOURCES EXPENSES | $327,226 | $183,247 | $143,979 |
| MISCELLANEOUS EXPENSE | $264,763 | $148,267 | $116,496 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,582 | TotalAmt |
| Program Services | $200,806 | ProgramServicesAmt |
| Management And General | $157,776 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,786,644 | TotalAmt |
| Program Services | $6,587,320 | ProgramServicesAmt |
| Management And General | $5,199,324 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,243 | BOYAmt |
| EOY | $1,071,685 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,863 | BOYAmt |
| EOY | $13,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,361 | BOYAmt |
| EOY | $32,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,861,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,571,718 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,282,996 | BOYAmt |
| EOY | $289,452 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,769 | BOYAmt |
| EOY | $13,819,007 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,495,232 | BOYAmt |
| EOY | $15,226,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,016 | BOYAmt |
| EOY | $717,822 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,104,301 | BOYAmt |
| EOY | $14,683,342 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,040,317 | BOYAmt |
| EOY | $15,401,164 | 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 | -$2,545,085 | BOYAmt |
| EOY | -$174,777 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,545,085 | BOYAmt |
| EOY | -$174,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,495,232 | BOYAmt |
| EOY | $15,226,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$771,843 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $3,142,151 | PriorPeriodAdjustmentsAmt |
| 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,864 | DepreciationAmt |
| Book Value | $27,497 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,824,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,562,854 | DepreciationAmt |
| Book Value | $261,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $289,452 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT TO USE LEASED ASSETS | $13,777,415 |
| DEPOSITS | $27,710 |
| DUE FROM OTHER GOVS | $13,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,819,007 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASES PAYABLE | $14,425,300 |
| DUE TO MANAGEMENT | $148,141 |
| DUE TO OTHER GOVS | $109,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,683,342 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,089,082 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $74,281 | OtherRevenueAmt |
| Revenue Not Reported | $74,281 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,014,801 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,014,801 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,860,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $74,281 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $74,281 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,786,644 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $11,786,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | EXPENSES REPORTED ON STMT OF ACTIVITY 74,281 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES REPORTED ON STMT OF ACTIVITY 74,281 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | THE NONDISCRIMINATORY POLICY IS POSTED ON THE SCHOOLS WEBSITE. |
| SCHEDULE E, LINE 4 | UNION PREPARATORY ACADEMY AT INDIAN TRAIL IS A PUBLIC CHARTER SCHOOL AND NOT REQUIRED TO FILE FORM 5578. |
| SCHEDULE E, LINE 6 | THE SCHOOL IS ORGANIZED AS A CHARTER SCHOOL UNDER THE NORTH CAROLINA GENERAL STATUTE 115C-218. ACCORDINGLY, IT RECEIVES BOTH FEDERAL AND STATE FUNDING AS ITS PRIMARY MEANS OF SUPPORT. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOOSTERTHON | Event1Nm |
| Gross Receipts Event1 | $97,724 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $97,724 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $42,025 | OtherDirectExpensesEvent1Amt |
| Event2 | TEXAS ROADHOUSE | Event2Nm |
| Gross Receipts Event2 | $21,365 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $21,365 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $18,603 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,052 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $17,052 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,653 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $136,141 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $136,141 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $74,281 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $74,281 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $61,860 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM C | UNION PREPATORY ACADEMY AT INDIAN TRAIL |
| FORM 990 - ORGANIZATION'S MISSION | TO BUILD A STUDENT-CENTERED LEARNING ENVIRONMENT THAT IS PROJECT-BASED AND TECHNOLOGY-DRIVEN IN WHICH STUDENTS CAN REACH THEIR ACADEMIC POTENTIAL. WE VALUE ACADEMIC SUCCESS THROUGH THE USE OF DATA TO MEET INDIVIDUAL DIVERSE STUDENT NEEDS. UNION PREPARATORY ACADEMY WILL FOSTER A CULTURE OF INNOVATION AND INQUIRY USING TECHNOLOGY AS THE MEDIUM. |
| FORM 990, PAGE 6, PART VI, LINE 3 | MANAGEMENT IS DELEGATED TO CHARTER SCHOOLS USA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL INFORMATION IS AVAILABLE ON SITE BY REQUEST AND AVAILABLE THROUGH FOUNDATION WEBSITES OR NON-PROFIT WEBSITES VIA THE INTERNET SUCH AS GUIDESTAR.ORG. |
| FORM 990, PART XI, LINE 9 | EXPENSES REPORTED ON STMT OF ACTIVITY 74,281 EXPENSES REPORTED ON STMT OF ACTIVITY -74,281 |