Union County Public Education Foundation

EIN: 274620790 501(c)(3) Education

Monroe, NC

Total Revenue
$159,649
Total Expenses
$206,237
Total Assets
$278,161
Net Assets
$263,110
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
NC
Phone
7042960725
Tax Period
2024-07-01 to 2025-06-30

Union County Public Education Foundation, founded in 2011, is a small nonprofit in the Education sector that reported $160K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $206K exceeded revenue, resulting in a 29% operating deficit.

Mission

To raise and provide needed funding for public education in Union County.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $141,542
Program Service Revenue $0
Investment Income $12,047
Other Revenue $6,060
TOTAL REVENUE $159,649

Expense Breakdown

Grants Paid $25,783
Salaries & Benefits $75,651
Fundraising Expenses $0
Program Expenses $177,501
Other Expenses $104,803
TOTAL EXPENSES $206,237

Year-over-Year Comparison

2024 2023 Change
Revenue $159,649 $250,867 -0.4%
Expenses $206,237 $193,995 +0.1%
Net Income $-46,588 $56,872 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
1
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Emily Yoshimura Board Member 1.00
Director
$0 $0 $0
Heather Myers Board Member 1.00
Director
$0 $0 $0
Bruce Gresham Board Member 1.00
Director
$0 $0 $0
Virgil Waytes Board Member 1.00
Director
$0 $0 $0
Holli Breeden Board Member 1.00
Director
$0 $0 $0
Tyler Mills Board Member 1.00
Director
$0 $0 $0
Brian Von Bergen Board Member 1.00
Director
$0 $0 $0
Charlesa Hann Board Member 1.00
Director
$0 $0 $0
Diana Lyash Board Member 1.00
Director
$0 $0 $0
Vicki Stathopoulos Board Member 0.00
Director
$0 $0 $0
Winnie Honeycutt Board Member 1.00
Director
$0 $0 $0
Mark Hinson Board Member 1.00
Director
$0 $0 $0
Jewel Wiesinger Chair 1.00
Officer Director
$0 $0 $0
Lisa Thomas CC Chair 1.00
Officer Director
$0 $0 $0
Adam Wehler Vice Chair 1.00
Officer Director
$0 $0 $0
Amy Sperry Executive Director 30.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $159,649 $206,237 $278,161 $-46,588
2024 $250,867 $193,995 $314,776 $56,872
2023 $261,793 $194,336 $246,140 $67,457
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