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Nonprofit · EIN 46-5749321

UNION COUNTY CHARTER EDUCATION ASSOCIATION

Tax-exempt · INDIAN TRAIL, NC 28079

Financials

$11.7M$12.2M2022$12.8M$13.5M2023$14.3M$15.2M2024
Revenue Expenses · by fiscal year end
Financials of UNION COUNTY CHARTER EDUCATION ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$14,332,176$15,183,754-$851,578$18,832,642$24,043,758-$5,211,116
June 30, 2024990$12,816,162$13,522,373-$706,211$19,399,441$23,758,979-$4,359,538
June 30, 2023990$11,680,431$12,206,168-$525,737$11,588,957$15,242,284-$3,653,327
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$13,653,906
of which government grants
$13,345,002
Program service revenue
$628,633
Investment income
-$2,561
Net gain from sales of assets
-$21,389
Other revenue
$52,198

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$6,057,977
Salaries, compensation and benefits (total)
$7,309,062
Professional fundraising fees
$0
Legal fees
$41,149
Accounting fees
$281,065
Occupancy
$107,715
Travel
$2,219
Depreciation
$889,168
Program services (functional)
$9,039,077
Management and general (functional)
$6,144,677

Balance sheet and other

Total assets, start of year
$19,399,441
Total assets, end of year
$18,832,642
Total liabilities, end of year
$24,043,758
Net assets, end of year
-$5,211,116
Land, buildings and equipment
$399,886
Gross receipts
$14,353,565
Employees
187
Volunteers
317
Year formed
2015
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, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SHERESE WILLIAMSPRINCIPAL
Highest-paid employee
40$101,455$9,771
TRICIA GREENPRESIDENT
Trustee or director, Officer
3$0$0
NICOLE BLEVINSSECRETARY
Trustee or director, Officer
3$0$0
NATALIA BELOVDIRECTOR
Trustee or director
3$0$0
STEPHANIE GOSSERTVICE PRESIDENT
Trustee or director, Officer
3$0$0
ANTOINE JOHNSONDIRECTOR
Trustee or director
3$0$0
LEAH MORENCYDIRECTOR
Trustee or director
3$0$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
ALISON SIMPSONLEAD PRINCIPAL
Highest-paid employee
40$124,019
TRICIA GREENPRESIDENT
Trustee or director, Officer
3$0
STEPHANIE GOSSERTVICE PRESIDENT
Trustee or director, Officer
3$0
NICOLE BLEVINSSECRETARY
Trustee or director, Officer
3$0
LEAH MORENCYDIRECTOR
Trustee or director
3$0
NATALIA BELOVDIRECTOR
Trustee or director
3$0
ANTOINE JOHNSONDIRECTOR
Trustee or director
3$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
TRICIA GREENPRESIDENT
Trustee or director, Officer
3$0
STEPHANIE GOSSERTDIRECTOR
Trustee or director, Officer
3$0
NICOLE BLEVINSSECRETARY
Trustee or director, Officer
3$0
LEAH MORENCYDIRECTOR
Trustee or director
3$0
NATALIA BELOVDIRECTOR
Trustee or director
3$0
ANTOINE JOHNSONDIRECTOR
Trustee or director
3$0

Address and contacts

Address (IRS master file)
2324 YOUNTS RD, INDIAN TRAIL, NC 28079-8507
Mailing address (990-N for 2015)
800 Corporate Dr Ste 124, Fort Lauderdale FL 33334
Principal officer (990 for 2024)
TRICIA GREEN, 2324 YOUNTS ROAD, INDIAN TRAIL, NC 28079
Principal officer (990-N for 2015)
Rosalie Greene, 800 Corporate Dr Ste 124, Fort Lauderdale FL 33334
Signed the 990
TRICIA GREEN, PRESIDENT
Phone
(704) 893-3607
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

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.

990 for the year ended June 30, 2025

Program accomplishments

  • UNION PREPARATORY ACADEMY AT INDIAN TRAIL IS A NORTH CAROLINA PUBLIC SCHOOL OPERATED BY A NONPROFIT CORPORATION, SERVING APPROXIMATELY 1,000 STUDENTS.
    Expenses $9,039,077 · revenue $628,633

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
46-5749321
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$18,832,642
Income (IRS master file)
$14,353,565

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$14,332,176$15,183,754$18,832,642IRS
990June 2024$12,816,162$13,522,373$19,399,441IRS
990June 2023$11,680,431$12,206,168$11,588,957XML
990June 2022$11,014,801$11,786,644$15,226,387IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS
990-N for 2015
Officer: Rosalie Greene
June 30, 2016≤ $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 46-5749321).

Questions about UNION COUNTY CHARTER EDUCATION ASSOCIATION

What is the EIN of UNION COUNTY CHARTER EDUCATION ASSOCIATION?
The employer identification number (EIN) of UNION COUNTY CHARTER EDUCATION ASSOCIATION is 46-5749321.
Is UNION COUNTY CHARTER EDUCATION ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to UNION COUNTY CHARTER EDUCATION ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNION COUNTY CHARTER EDUCATION ASSOCIATION 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 CHARTER EDUCATION ASSOCIATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNION COUNTY CHARTER EDUCATION ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UNION COUNTY CHARTER EDUCATION ASSOCIATION?
The 990 for the year ended June 30, 2025 names TRICIA GREEN.
Who are the officers and directors of UNION COUNTY CHARTER EDUCATION ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $101,455 (SHERESE WILLIAMS, PRINCIPAL).
How much revenue does UNION COUNTY CHARTER EDUCATION ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $14,332,176, expenses of $15,183,754 and total assets of $18,832,642 at year end.

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