Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2172412

UNION ACADEMY

Tax-exempt (reinstated) · MONROE, NC 28110

Financials

$25.2M$22.9M2024
Revenue Expenses · by fiscal year end
Financials of UNION ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$25,168,193$22,896,953$2,271,240$36,402,908$19,579,290$16,823,618
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$22,814,732
of which government grants
$22,783,138
Program service revenue
$1,535,109
Investment income
$621,892
Other revenue
$196,460

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$216,729
Other salaries and wages
$13,855,462
Salaries, compensation and benefits (total)
$16,912,059
Professional fundraising fees
$0
Legal fees
$16,492
Accounting fees
$63,500
Occupancy
$955,630
Travel
$25,318
Depreciation
$414,592
Program services (functional)
$16,843,457
Management and general (functional)
$6,053,496

Balance sheet and other

Total assets, start of year
$34,907,561
Total assets, end of year
$36,402,908
Total liabilities, end of year
$19,579,290
Net assets, end of year
$16,823,618
Land, buildings and equipment
$2,358,965
Net assets without donor restrictions
$16,823,618
Gross receipts
$25,168,193
Employees
363
Volunteers
15
Year formed
2000
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 / weekCompensation
JACK JAMESCOO
Officer
40$152,627
JAMES ZORNHIGH SCHOOL PRINCIPAL
Highest-paid employee
40$102,474
DONALD BROOMEMIDDLE SCHOOL PRINCIPAL
Highest-paid employee
40$101,842
AMY YERMACKHEAD OF SCHOOL
Officer
40$64,102
NOLAN MCBRIDECHAIR
Trustee or director, Officer
1$0
GREYSON WHITAKERVICE CHAIR
Trustee or director, Officer
1$0
BRANDON REEVESTREASURER
Trustee or director, Officer
1$0
TANISHA BOMANISECRETARY
Trustee or director, Officer
1$0
JANELL ADAMSBOARD MEMBER
Trustee or director
1$0
JAMES AMBROSEBOARD MEMBER
Trustee or director
1$0
JEREMIAH BLOWBOARD MEMBER
Trustee or director
1$0
HEATHER BOSTICBOARD MEMBER
Trustee or director
1$0
TODD BUYCKBOARD MEMBER
Trustee or director
1$0
TJ GOFORTHBOARD MEMBER
Trustee or director
1$0
MIKE KOPPBOARD MEMBER
Trustee or director
1$0
4 more people on this return
NameTitleHours / weekCompensation
CASEY KRIUTZFIELDBOARD MEMBER
Trustee or director
1$0
ELIZABETH LEEBOARD MEMBER
Trustee or director
1$0
TEE LEITNERBOARD MEMBER
Trustee or director
1$0
TYLER MILLSBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
675 N M L KING JR BLVD, MONROE, NC 28110-8119
In care of
% UNION ACADEMY
Principal officer (990 for 2024)
JACK JAMES, 675 N MARTIN LUTHER KING JR BLVD, MONROE, NC 28110
Signed the 990
JACK JAMES, COO
Phone
(704) 238-8883
Return prepared by
SHARPE PATEL CPA

Mission

UNION ACADEMY (UA) IS A COLLABORATIVE EDUCATIONAL COMMUNITY THAT ENGAGES FAMILIES AND THE BROADER COMMUNITY IN THE EDUCATION AND DEVELOPMENT OF THE WHOLE CHILD. UA FOSTERS LEARNING THAT INTEGRATES HIGH EXPECTATIONS FOR ACADEMIC ACHIEVEMENT WITH STRONG STANDARDS FOR CHARACTER DEVELOPMENT WITHIN A STRUCTURED ENVIRONMENT. THIS ENVIRONMENT IS DESIGNED AND SUPPORTED BY A MOTIVATED AND WELL-RESOURCED PROFESSIONAL FACULTY.

990 for the year ended June 30, 2025

Program accomplishments

  • UNION ACADEMY IS A PUBLIC SCHOOL OPERATED BY A NON-PROFIT CORPORATION, SERVING APPROXIMATELY 2,187 STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2025.
    Expenses $16,843,457 · revenue $1,731,569

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
56-2172412
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 (B29)
Assets (IRS master file)
$36,402,908
Income (IRS master file)
$25,168,193

Revocation and reinstatement

Exemption revoked
November 15, 2013
Posted by the IRS
December 8, 2014
Reinstated
Effective November 15, 2013

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$25,168,193$22,896,953$36,402,908IRS
990June 2024–––IRS
990June 2023$22,260,283$23,000,954$33,174,277IRS
990June 2022$20,376,317$18,433,259$33,505,150IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 56-2172412).

Questions about UNION ACADEMY

What is the EIN of UNION ACADEMY?
The employer identification number (EIN) of UNION ACADEMY is 56-2172412.
Is UNION ACADEMY tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2013 and reinstated it effective November 15, 2013.
Are donations to UNION ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNION ACADEMY 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 ACADEMY 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 ACADEMY 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 ACADEMY?
The 990 for the year ended June 30, 2025 names JACK JAMES.
Who are the officers and directors of UNION ACADEMY?
The 990 for the year ended June 30, 2025 lists 19 people; 4 received compensation from the organization, the highest $152,627 (JACK JAMES, COO).
How much revenue does UNION ACADEMY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $25,168,193, expenses of $22,896,953 and total assets of $36,402,908 at year end.

Other nonprofits in MONROE

All nonprofits in MONROE · North Carolina · Education