Nonprofit · EIN 47-1782363
UNION DAY SCHOOL INC
Also known as UNION DAY SCHOOL
Tax-exempt · MATTHEWS, NC 28105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,293,175 | $6,714,042 | $579,133 | $3,248,245 | $208,300 | $3,039,945 |
| June 30, 2024 | 990 | $6,951,483 | $6,663,307 | $288,176 | $2,683,475 | $222,663 | $2,460,812 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,000,227
- of which government grants
- $6,935,619
- Program service revenue
- $113,009
- Investment income
- $88,093
- Net income from fundraising events
- $14,851
- Other revenue
- $91,846
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $61,660
- Program services (functional)
- $6,714,042
Balance sheet and other
- Total assets, start of year
- $2,683,475
- Total assets, end of year
- $3,248,245
- Total liabilities, end of year
- $208,300
- Net assets, end of year
- $3,039,945
- Land, buildings and equipment
- $1,187,665
- Gross receipts
- $7,293,175
- Employees
- 115
- Volunteers
- 30
- Year formed
- 2016
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOELY LORD | EXECUTIVE DIRECTOR Officer | 40 | $98,934 |
| JIM LOVELL | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| JOAN E MAZZU | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| CELESTE SLAY | SECRETARY Trustee or director, Officer | 5 | $0 |
| KIMBERLY KRAKOWSKI | BOARD MEMBER Trustee or director | 5 | $0 |
| F BOYCE THIES | BOARD MEMBER Trustee or director | 5 | $0 |
| JOANNA WISE | TREASURER Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOELY LORD | EXECUTIVE DIRECTOR Officer | 40 | $53,859 | $4,120 |
| JIM LOVELL | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOAN E MAZZU | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CELESTE SLAY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| F BOYCE THIES | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JOANNA WISE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 TILLEY MORRIS RD, MATTHEWS, NC 28105-8635
- In care of
- % WE GOODALL
- Principal officer (990 for 2024)
- JOANNA WISE, 3000 TILLEY MORRIS ROAD, WEDDINGTON, NC 28104
- Signed the 990
- JOANNA WISE, TREASURER
- Phone
- (704) 256-1494
- Website
- WWW.UNIONDAYSCHOOL.COM
- Return prepared by
- DMJPS PLLC
Mission
UNION DAY SCHOOL WILL DELIVER A RIGOROUS AND CONTENT-RICH EDUCATION TO A DIVERSE COMMUNITY OF STUDENTS, IN A SHARED CONVICTION THAT EACH STUDENT WILL ACHIEVE HIGH QUALITY ACADEMIC SUCCESS AND ENRICHED PERSONAL GROWTH.
Program accomplishments
- TO PROVIDE FACILITIES, TEACHERS, AND MATERIALS TO STUDENTS ENROLLED AT A NC PUBLIC CHARTER SCHOOLExpenses $6,714,042 · revenue $113,009
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1782363
- 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
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $3,248,245
- Income (IRS master file)
- $7,293,175
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,293,175 | $6,714,042 | $3,248,245 | IRS |
| 990 | June 2024 | $6,951,483 | $6,663,307 | $2,683,475 | IRS |
| 990 | June 2023 | $5,693,606 | $5,542,954 | $2,395,731 | IRS |
| 990 | June 2022 | $6,731,396 | $6,191,809 | $2,259,920 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about UNION DAY SCHOOL INC
- What is the EIN of UNION DAY SCHOOL INC?
- The employer identification number (EIN) of UNION DAY SCHOOL INC is 47-1782363.
- Is UNION DAY SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to UNION DAY SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNION DAY SCHOOL INC 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 DAY SCHOOL INC 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 DAY SCHOOL INC 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 DAY SCHOOL INC?
- The 990 for the year ended June 30, 2025 names JOANNA WISE.
- Who are the officers and directors of UNION DAY SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $98,934 (JOELY LORD, EXECUTIVE DIRECTOR).
- How much revenue does UNION DAY SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,293,175, expenses of $6,714,042 and total assets of $3,248,245 at year end.
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