Nonprofit · EIN 56-0987710
UNION DIVERSIFIED INDUSTRIES INC
Tax-exempt · MONROE, NC 28110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,646,674 | $3,688,115 | -$41,441 | $3,552,257 | $102,908 | $3,449,349 |
| June 30, 2024 | 990 | $3,857,364 | $3,417,284 | $440,080 | $3,461,413 | $58,243 | $3,403,170 |
| June 30, 2023 | 990 (amended) | $2,937,990 | $2,753,137 | $184,853 | $3,018,385 | $152,782 | $2,865,603 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $113,166
- Program service revenue
- $3,430,067
- Investment income
- $92,343
- Net gain from sales of assets
- $48,973
- Other revenue
- $11,098
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $223,524
- Other salaries and wages
- $2,176,893
- Salaries, compensation and benefits (total)
- $2,909,231
- Professional fundraising fees
- $0
- Accounting fees
- $12,697
- Occupancy
- $57,345
- Travel
- $2,241
- Depreciation
- $95,540
- Program services (functional)
- $2,631,052
- Management and general (functional)
- $1,004,265
- Fundraising (functional)
- $52,798
Balance sheet and other
- Total assets, start of year
- $3,461,413
- Total assets, end of year
- $3,552,257
- Total liabilities, end of year
- $102,908
- Net assets, end of year
- $3,449,349
- Land, buildings and equipment
- $1,056,516
- Publicly traded securities
- $1,650,700
- Net assets without donor restrictions
- $3,447,852
- Net assets with donor restrictions
- $1,497
- Gross receipts
- $3,646,674
- Employees
- 155
- Year formed
- 1970
- 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 | Other / benefits |
|---|---|---|---|---|
| DAVID CASPER | EXECUTIVE DI Key employee | 40 | $212,459 | $11,065 |
| FRANK AIKMUS | TREASURER Trustee or director, Officer | – | $0 | $0 |
| RAY BREAZEALE | BOARD MEMBER Trustee or director | – | $0 | $0 |
| CHARLES CONNER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| SHEILA CRUNKLETON | PRESIDENT Trustee or director, Officer | – | $0 | $0 |
| JOSHUA FANCIS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| KEN HELMS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MICHELLE LANCASTER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| RICHARD LONG | BOARD MEMBER Trustee or director | – | $0 | $0 |
| TARA MCALISTER | VICE-PRESIDE Trustee or director, Officer | – | $0 | $0 |
| REI MOYA | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MARK SPENCE | BOARD MEMBER Trustee or director | – | $0 | $0 |
| TRENT TURNER | SECRETARY Trustee or director, Officer | – | $0 | $0 |
| ELLEN VILAS | BOARD MEMBER Trustee or director | – | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID CASPER | EXECUTIVE DI Key employee | 40 | $182,131 | $10,435 |
| FRANK AIKMUS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| RAY BREAZEALE | BOARD MEMBER Trustee or director | – | $0 | $0 |
| BEN BURR | BOARD MEMBER Trustee or director | – | $0 | $0 |
| CHARLES CONNER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| SHEILA CRUNKLETON | PRESIDENT Trustee or director, Officer | – | $0 | $0 |
| JOSHUA FANCIS | SECRETARY Trustee or director, Officer | – | $0 | $0 |
| KEN HELMS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MICHELLE LANCASTER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| RICHARD LONG | BOARD MEMBER Trustee or director | – | $0 | $0 |
| TARA MCALISTER | TREASURER Trustee or director, Officer | – | $0 | $0 |
| REI MOYA | BOARD MEMBER Trustee or director | – | $0 | $0 |
| DAVID ROGERS | PAST PRESIDE Trustee or director, Officer | – | $0 | $0 |
| MARK SPENCE | VICE PRESIDE Trustee or director, Officer | – | $0 | $0 |
| TRENT TURNER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| ELLEN VILLAS | BOARD MEMBER Trustee or director | – | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID CASPER | EXECUTIVE DI Key employee | 40 | $154,211 | $13,447 |
| LEONARD POLITOWICZ | COO Former | 40 | $115,213 | $12,408 |
| FRANK AIKMUS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| BEN BURR | BOARD MEMBER Trustee or director | – | $0 | $0 |
| DC DUPLESSIS | VICE-PRESIDE Trustee or director, Officer | – | $0 | $0 |
| JOSHUA FANCIS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| KEN HELMS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| RICHARD LONG | BOARD MEMBER Trustee or director | – | $0 | $0 |
| TARA MCALISTER | SECRETARY Trustee or director, Officer | – | $0 | $0 |
| REI MOYA | BOARD MEMBER Trustee or director | – | $0 | $0 |
| DAVID ROGERS | PRESIDENT Trustee or director, Officer | – | $0 | $0 |
| MARK SPENCE | TREASURER Trustee or director, Officer | – | $0 | $0 |
| TRENT TURNER | BOARD MEMBER Trustee or director | – | $0 | $0 |
| ELLEN VILLAS | BOARD MEMBER Trustee or director | – | $0 | $0 |
| MARIANNE WESCOAT | BOARD MEMBER Trustee or director | – | $0 | $0 |
| JOHN WHITLEY | BOARD MEMBER Trustee or director | – | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2815 WALKUP AVE, MONROE, NC 28110-3849
- Principal officer (990 for 2024)
- DAVID CASPER, PO BOX 492, MONROE, NC 28111
- Signed the 990
- DAVID CASPER, EXECUTIVE DIRECTOR
- Phone
- (704) 289-1571
- Website
- WWW.UDINC.ORG
- Return prepared by
- MDI TAX & ACCOUNTING
Mission
TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT.
Program accomplishments
- TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT.Expenses $2,631,052
- TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT.
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
- 56-0987710
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J330)
- Assets (IRS master file)
- $3,552,257
- Income (IRS master file)
- $3,646,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,646,674 | $3,688,115 | $3,552,257 | IRS |
| 990 | June 2024 | $3,857,364 | $3,417,284 | $3,461,413 | IRS |
| 990 | June 2023 | $2,937,990 | $2,753,137 | $3,018,385 | XML |
| 990 | June 2022 | $2,447,061 | $2,582,479 | $2,733,673 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 56-0987710).
Questions about UNION DIVERSIFIED INDUSTRIES INC
- What is the EIN of UNION DIVERSIFIED INDUSTRIES INC?
- The employer identification number (EIN) of UNION DIVERSIFIED INDUSTRIES INC is 56-0987710.
- Is UNION DIVERSIFIED INDUSTRIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to UNION DIVERSIFIED INDUSTRIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNION DIVERSIFIED INDUSTRIES 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 DIVERSIFIED INDUSTRIES 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 DIVERSIFIED INDUSTRIES 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 DIVERSIFIED INDUSTRIES INC?
- The 990 for the year ended June 30, 2025 names DAVID CASPER.
- Who are the officers and directors of UNION DIVERSIFIED INDUSTRIES INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $212,459 (DAVID CASPER, EXECUTIVE DI).
- How much revenue does UNION DIVERSIFIED INDUSTRIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,646,674, expenses of $3,688,115 and total assets of $3,552,257 at year end.
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