Nonprofit · EIN 27-4620790
UNION COUNTY PUBLIC EDUCATION FOUNDATION
Also known as Union County Education Foundation
Tax-exempt · MONROE, NC 28111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $205,260 | $203,418 | $1,842 | $285,679 | $20,727 | $264,952 |
| June 30, 2025 | 990 | $159,649 | $206,237 | -$46,588 | $278,161 | $15,051 | $263,110 |
| June 30, 2024 | 990 | $250,867 | $193,995 | $56,872 | $314,776 | $5,078 | $309,698 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $167,814
- Program service revenue
- $0
- Investment income
- $21,998
- Net income from fundraising events
- $15,448
- Other revenue
- $15,448
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $67,404
- Salaries, compensation and benefits (total)
- $75,260
- Professional fundraising fees
- $0
- Accounting fees
- $9,125
- Occupancy
- $11,252
- Program services (functional)
- $173,178
- Management and general (functional)
- $30,240
Balance sheet and other
- Total assets, start of year
- $278,161
- Total assets, end of year
- $285,679
- Total liabilities, end of year
- $20,727
- Net assets, end of year
- $264,952
- Net assets without donor restrictions
- $264,952
- Gross receipts
- $236,588
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2011
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jewel Wiesinger | Chair Trustee or director, Officer | 1 | $0 |
| Heather Myers | Board Member Trustee or director | 1 | $0 |
| Bruce Gresham | Board Member Trustee or director | 1 | $0 |
| Lisa Thomas | CC Chair Trustee or director, Officer | 1 | $0 |
| Brian Von Bergen | Board Member Trustee or director | 1 | $0 |
| Diana Lyash | Board Member Trustee or director | 1 | $0 |
| Vicki Stathopoulos | Board Member Trustee or director | 1 | $0 |
| Winnie Honeycutt | Board Member Trustee or director | 1 | $0 |
| Sarah W Stokes | Board Member Trustee or director | 1 | $0 |
| Suzanne Philemon | Board Member Trustee or director | 1 | $0 |
| Loren Bartlett | Board Member Trustee or director | 1 | $0 |
| Briana Cicero-Johns | Board Member Trustee or director | 1 | $0 |
| Mark Hinson | Board Member Trustee or director | 1 | $0 |
| Kyle Bates | Board Member Trustee or director | 1 | $0 |
| Nicole Price | Board Member Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Robertson | Board Member Trustee or director | 1 | $0 |
| Amy Sperry | Executive Director Officer | 30 | $0 |
990 for the year ended June 30, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Emily Yoshimura | Board Member Trustee or director | 1 | $0 |
| Heather Myers | Board Member Trustee or director | 1 | $0 |
| Bruce Gresham | Board Member Trustee or director | 1 | $0 |
| Virgil Waytes | Board Member Trustee or director | 1 | $0 |
| Holli Breeden | Board Member Trustee or director | 1 | $0 |
| Tyler Mills | Board Member Trustee or director | 1 | $0 |
| Brian Von Bergen | Board Member Trustee or director | 1 | $0 |
| Charlesa Hann | Board Member Trustee or director | 1 | $0 |
| Diana Lyash | Board Member Trustee or director | 1 | $0 |
| Vicki Stathopoulos | Board Member Trustee or director | 0 | $0 |
| Winnie Honeycutt | Board Member Trustee or director | 1 | $0 |
| Mark Hinson | Board Member Trustee or director | 1 | $0 |
| Jewel Wiesinger | Chair Trustee or director, Officer | 1 | $0 |
| Lisa Thomas | CC Chair Trustee or director, Officer | 1 | $0 |
| Adam Wehler | Vice Chair Trustee or director, Officer | 1 | $0 |
| Amy Sperry | Executive Director Officer | 30 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN VON BERGEN | BOARD MEMBER Officer | – | $0 |
| ELLIE BRAGG | BOARD MEMBER Officer | – | $0 |
| HOLLI BREEDEN | BOARD MEMBER Officer | – | $0 |
| AMANDA CAMERON | SECRETARY/TR Officer | – | $0 |
| RICK CROFFUT | BOARD MEMBER Officer | – | $0 |
| LINDA FERGUSON | BOARD MEMBER Officer | – | $0 |
| BRUCE GRESHAM | BOARD MEMBER Officer | – | $0 |
| CHARLESA HANN | BOARD MEMBER Officer | – | $0 |
| STACI HOWELL | BOARD MEMBER Officer | – | $0 |
| DIANA LYASH | BOARD MEMBER Officer | – | $0 |
| TYLER MILLS | BOARD MEMBER Officer | – | $0 |
| HEATHER MYERS | BOARD MEMBER Officer | – | $0 |
| AMY SPERRY | EXECUTIVE DI Officer | – | $0 |
| LISA THOMAS | CC CHAIR Officer | – | $0 |
| ADAM WEHLER | VICE CHAIRMA Officer | – | $0 |
| JEWEL WIESINGER | CHAIRMAN Officer | – | $0 |
| EMILY YOSHIMURA | BOARD MEMEBE Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 909, MONROE, NC 28111-0909
- In care of
- % AMY SPERRY
- Mailing address (990-N for 2011)
- PO Box 909, Monroe NC 281110909
- Principal officer (990-N for 2011)
- Dick Baker, PO Box 909, Monroe NC 281110909
- Signed the 990
- AMY SPERRY, Executive Director
- Phone
- (704) 296-0725
- Website
- www.ucedfoundation.org
- Return prepared by
- Simpson & Younce CPAs PC
Mission
Supporting Student Achievement and Encouraging Educator Innovation in Union County Public Schools
Program accomplishments
- Support public education in Union County.Expenses $173,178 · grants $36,897 · revenue $167,553
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-4620790
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $285,679
- Income (IRS master file)
- $236,588
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $205,260 | $203,418 | $285,679 | XML |
| 990 | June 2025 | $159,649 | $206,237 | $278,161 | XML |
| 990 | June 2024 | $250,867 | $193,995 | $314,776 | XML |
| 990 | June 2023 | $261,793 | $194,336 | $246,140 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Dick Baker | June 30, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4620790).
Questions about UNION COUNTY PUBLIC EDUCATION FOUNDATION
- What is the EIN of UNION COUNTY PUBLIC EDUCATION FOUNDATION?
- The employer identification number (EIN) of UNION COUNTY PUBLIC EDUCATION FOUNDATION is 27-4620790.
- Is UNION COUNTY PUBLIC EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to UNION COUNTY PUBLIC EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNION COUNTY PUBLIC EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNION COUNTY PUBLIC EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION COUNTY PUBLIC EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of UNION COUNTY PUBLIC EDUCATION FOUNDATION?
- The 990-N for 2011 names Dick Baker.
- Who are the officers and directors of UNION COUNTY PUBLIC EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 17 people; 0 received compensation from the organization.
- How much revenue does UNION COUNTY PUBLIC EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $205,260, expenses of $203,418 and total assets of $285,679 at year end.
Other nonprofits in MONROE
- UNION ACADEMY EIN 56-2172412 · last filed 990 for 2025
- ALLIANCE FOR CHILDREN EIN 56-2052395 · last filed 990 for 2025
- UNION ACADEMY FOUNDATION EIN 56-2278618 · last filed 990 for 2025
- UNION ACADEMY PRIVATE PREKINDERGARTEN EIN 81-5358346 · last filed 990 for 2025
- UNIONVILLE CHRISTIAN ACADEMY EIN 85-2447423 · last filed 990 for 2023
- PIEDMONT HIGH SCHOOL ATHLETIC BOOSTERS CLUB EIN 56-1886037 · last filed 990 for 2026
- PIEDMONT BAND BOOSTERS INC EIN 94-3426935 · last filed 990 for 2026
- CENTRAL ACADEMY OF TECHNOLOGY & ARTS PTSO INC EIN 26-1542614 · last filed 990-EZ for 2026