Form 990 for tax year 2025
Filed by UNION COUNTY PUBLIC EDUCATION FOUNDATION.
Totals
- Total revenue
- $205,260
- Total expenses
- $203,418
- Contributions and grants received
- $167,814
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $21,998
- Other revenue
- $15,448
- Total assets, end of year
- $285,679
- Total liabilities, end of year
- $20,727
- Net assets or fund balances, end of year
- $264,952
- Program services expenses (Part IX)
- $173,178
- Management and general expenses
- $30,240
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $173,178
Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$167,814
-
1g · Noncash contributions included above
$11,496
-
3 · Investment income
total $21,998 · related or exempt $21,998
-
8a · Fundraising events: gross income
$46,776
-
8b · Fundraising events: direct expenses
$31,328
-
8c · Net income from fundraising events
total $15,448 · excluded $15,448
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $67,404 · program services $67,404
-
9 · Other employee benefits
total $2,700 · program services $2,700
-
10 · Payroll taxes
total $5,156 · program services $5,156
-
11c · Fees: accounting
total $9,125 · management and general $9,125
-
11g · Fees: other
total $4,020 · program services $4,020
-
12 · Advertising and promotion
total $4,293 · program services $4,293
-
13 · Office expenses
total $783 · management and general $783
-
16 · Occupancy
total $11,252 · management and general $11,252
-
23 · Insurance
total $2,096 · program services $2,096
-
24a · Other expenses: Computer hardware and softwa
total $8,664 · program services $8,664
-
24b · Other expenses: Memberships dues sub
total $1,502 · program services $1,502
-
24c · Other expenses: Retention
total $9,040 · program services $9,040
-
24d · Other expenses: Lift Grant
total $36,897 · program services $36,897
-
24e · All other expenses
total $40,486 · program services $31,406 · management and general $9,080
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $117,890 · end of year $95,125
-
2 · Savings and temporary cash investments
beginning of year $30,580 · end of year $34,822
-
9 · Prepaid expenses and deferred charges
end of year $216
-
12 · Investments: other securities
beginning of year $129,591 · end of year $154,093
-
15 · Other assets
beginning of year $100 · end of year $1,423
-
17 · Accounts payable and accrued expenses
end of year $650
-
25 · Other liabilities
beginning of year $15,051 · end of year $20,077
-
27 · Net assets without donor restrictions
beginning of year $263,110 · end of year $264,952
Mission and programs · 2025
Mission
Supporting Student Achievement and Encouraging Educator Innovation in Union County Public Schools
-
Support public education in Union County.
Expenses $173,178 · Grants $36,897 · Revenue $167,553
As filed on the 2025 return.
Listed in Part VII
-
Jewel Wiesinger
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Heather Myers
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Gresham
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Thomas
CC Chair
- Total calculated
- $0
- Hours/week
- 1
-
Brian Von Bergen
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Diana Lyash
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Vicki Stathopoulos
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Winnie Honeycutt
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Sarah W Stokes
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne Philemon
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Loren Bartlett
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Briana Cicero-Johns
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Mark Hinson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Kyle Bates
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Nicole Price
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Matt Robertson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Amy Sperry
Executive Director
- Total calculated
- $0
- Hours/week
- 30
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Porter Ridge Elementary
$14,000
Establish Ron Clark Academy
-
Waxhaw Elementary
$14,000
Establish Ron Clark Academy
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 17 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202622619349300222
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