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 |
| June 30, 2023 | 990 | $5,693,606 | $5,542,954 | $150,652 | $2,395,731 | $223,095 | $2,172,636 |
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 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL LINDSAY | EXECUTIVE DIRECTOR Officer | 40 | $98,463 | $7,532 |
| JIM LOVELL | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOELY LORD | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOAN E MAZZU | BOARD TREASURER 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 |
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 | XML |
| 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 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 47-1782363).
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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