Nonprofit · EIN 56-2278618
UNION ACADEMY FOUNDATION
Tax-exempt · MONROE, NC 28110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,655,350 | $1,439,479 | $215,871 | $27,651,985 | $15,541,381 | $12,110,604 |
| June 30, 2024 | 990 | $3,183,455 | $1,229,186 | $1,954,269 | $28,318,774 | $16,435,719 | $11,883,055 |
| June 30, 2023 | 990 | $4,100,382 | $1,258,951 | $2,841,431 | $27,306,109 | $17,394,310 | $9,911,799 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $834,488
- Program service revenue
- $891,972
- Investment income
- $13,971
- Net income from fundraising events
- -$133,178
- Net income from sales of inventory
- $47,605
- Other revenue
- -$85,081
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $116,513
- Salaries, compensation and benefits (total)
- $134,259
- Professional fundraising fees
- $0
- Legal fees
- $26,937
- Depreciation
- $940,166
- Program services (functional)
- $1,206,162
- Management and general (functional)
- $167,372
- Fundraising (functional)
- $65,945
Balance sheet and other
- Total assets, start of year
- $28,318,774
- Total assets, end of year
- $27,651,985
- Total liabilities, end of year
- $15,541,381
- Net assets, end of year
- $12,110,604
- Land, buildings and equipment
- $26,616,567
- Publicly traded securities
- $90,881
- Net assets without donor restrictions
- $11,987,548
- Net assets with donor restrictions
- $123,056
- Gross receipts
- $1,904,747
- Employees
- 0
- Volunteers
- 17
- Year formed
- 2001
- 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 | From related orgs |
|---|---|---|---|---|
| STEVEN STEVENS | EXECUTIVE DIRECTOR Officer | 1 | $0 | $75,935 |
| RAY BLACK | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| JASON PATTERSON | VICE CHAIRMAN Trustee or director | 1 | $0 | $0 |
| CHERYL AUSTIN | SECRETARY Trustee or director | 1 | $0 | $0 |
| KIM TYSON | TREASURER Trustee or director | 1 | $0 | $0 |
| BECKY ROBISON | PAST CHAIRMAN Trustee or director | 1 | $0 | $0 |
| TOMIE BENTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH CLEARY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LOGAN COBB | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROB DIETZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURA FEIDLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL FRONCZAK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GRANT HALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTEN HENDRICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN HENN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DREW LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BETH USHER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN WIGGINS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN SIMPSON | EXECUTIVE DI Officer | 40 | $83,580 |
| RAY BLACK | CHAIR Trustee or director | 1 | $0 |
| JASON PATTERSON | VICE CHAIR Trustee or director | 1 | $0 |
| KIM TYSON | TREASURER Trustee or director | 1 | $0 |
| CHERYL AUSTIN | SECRETARY Trustee or director | 1 | $0 |
| JOHN WIGGINS | BUILDING CHA Trustee or director | 1 | $0 |
| BECKY ROBISON | PAST CHAIR Trustee or director | 1 | $0 |
| TOMIE BENTON | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH CLEARY | BOARD MEMBER Trustee or director | 1 | $0 |
| LOGAN COBB | BOARD MEMBER Trustee or director | 1 | $0 |
| ROB DIETZ | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURA FEIDLER | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL FRONCZAK | BOARD MEMBER Trustee or director | 1 | $0 |
| GRANT HALL | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTEN HENDRICK | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN HENN | BOARD MEMBER Trustee or director | 1 | $0 |
| DREW LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK JAMES | EX-OFFICIO Trustee or director | 1 | $0 |
| STEVE STEVENS | EXECUTIVE DI Officer | 40 | $0 |
| MARY BETH USHER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNA WESTBROOK | EXECUTIVE DI Officer | 40 | $71,761 |
| RAY BLACK | CHAIR Trustee or director | 1 | $0 |
| JASON PATTERSON | VICE CHAIR Trustee or director | 1 | $0 |
| KIM TYSON | TREASURER Trustee or director | 1 | $0 |
| CHERYL AUSTIN | SECRETARY Trustee or director | 1 | $0 |
| JOHN WIGGINS | BUILDING CHA Trustee or director | 1 | $0 |
| TERRY KENNEDY | PAST CHAIR Trustee or director | 1 | $0 |
| TOMIE BENTON | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER BOSTIC | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL FRONCZAK | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN HENN | BOARD MEMBER Trustee or director | 1 | $0 |
| GRANT HALL | BOARD MEMBER Trustee or director | 1 | $0 |
| DREW LAWRENCE | BOARD MEMBER Trustee or director | 1 | $0 |
| JACK JAMES | EX-OFFICIO Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 675 N MARTIN LUTHER KING JR BLVD, MONROE, NC 28110-8119
- In care of
- % NANCY MCCOY DUNCAN
- Principal officer (990 for 2024)
- JASON PATTERSON, 675 N MARTIN LUTHER KING JR BLVD, MONROE, NC 28110
- Signed the 990
- JASON PATTERSON, BOARD CHAIR
- Phone
- (704) 238-9879
- Website
- HTTPS://WEAREUA.ORG/
- Return prepared by
- SHARPE PATEL CPA
Mission
TO RAISE FUNDS AND PROVIDE SUPPORT FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.
Program accomplishments
- TO RAISE FUNDS AND PROVIDE SUPPORT FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL.Expenses $1,206,162 · revenue $940,069
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
- 56-2278618
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $27,651,985
- Income (IRS master file)
- $1,904,747
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,655,350 | $1,439,479 | $27,651,985 | IRS |
| 990 | June 2024 | $3,183,455 | $1,229,186 | $28,318,774 | XML |
| 990 | June 2023 | $4,100,382 | $1,258,951 | $27,306,109 | IRS |
| 990 | June 2022 | $1,621,778 | $1,043,509 | $25,410,900 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-2278618).
Questions about UNION ACADEMY FOUNDATION
- What is the EIN of UNION ACADEMY FOUNDATION?
- The employer identification number (EIN) of UNION ACADEMY FOUNDATION is 56-2278618.
- Is UNION ACADEMY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to UNION ACADEMY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNION ACADEMY 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 ACADEMY FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended June 30, 2025 names JASON PATTERSON.
- Who are the officers and directors of UNION ACADEMY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does UNION ACADEMY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,655,350, expenses of $1,439,479 and total assets of $27,651,985 at year end.
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