UNION DIVERSIFIED INDUSTRIES INC

EIN: 560987710 501(c)(3) Employment

MONROE, NC

Total Revenue
$3,857,364
Total Expenses
$3,417,284
Total Assets
$3,461,413
Net Assets
$3,403,170
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
NC
Principal Officer
DAVID CASPER
Phone
7042891571
Tax Period
2023-07-01 to 2024-06-30

UNION DIVERSIFIED INDUSTRIES INC, founded in 1970, is a community nonprofit in the Employment sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $3.4M left a modest 11% surplus.

Mission

TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $121,450
Program Service Revenue $3,616,536
Investment Income $62,950
Other Revenue $56,428
TOTAL REVENUE $3,857,364

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,401,316
Fundraising Expenses $43,125
Program Expenses $2,492,834
Other Expenses $1,015,968
TOTAL EXPENSES $3,417,284

Year-over-Year Comparison

2023 2022 Change
Revenue $3,857,364 $2,937,990 +0.3%
Expenses $3,417,284 $2,753,137 +0.2%
Net Income $440,080 $184,853 +1.4%
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
134
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
5
$0
Total Directors
15
$0
Key Employees
1
$192,566
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID CASPER EXECUTIVE DI 40.00
Key Emp
$182,131 $10,435 $192,566
FRANK AIKMUS BOARD MEMBER N/A
Director
$0 $0 $0
RAY BREAZEALE BOARD MEMBER N/A
Director
$0 $0 $0
BEN BURR BOARD MEMBER N/A
Director
$0 $0 $0
CHARLES CONNER BOARD MEMBER N/A
Director
$0 $0 $0
SHEILA CRUNKLETON PRESIDENT N/A
Officer Director
$0 $0 $0
JOSHUA FANCIS SECRETARY N/A
Officer Director
$0 $0 $0
KEN HELMS BOARD MEMBER N/A
Director
$0 $0 $0
MICHELLE LANCASTER BOARD MEMBER N/A
Director
$0 $0 $0
RICHARD LONG BOARD MEMBER N/A
Director
$0 $0 $0
TARA MCALISTER TREASURER N/A
Officer Director
$0 $0 $0
REI MOYA BOARD MEMBER N/A
Director
$0 $0 $0
DAVID ROGERS PAST PRESIDE N/A
Officer Director
$0 $0 $0
MARK SPENCE VICE PRESIDE N/A
Officer Director
$0 $0 $0
TRENT TURNER BOARD MEMBER N/A
Director
$0 $0 $0
ELLEN VILLAS BOARD MEMBER N/A
Director
$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 No data No data No data No data
2024 $3,857,364 $3,417,284 $3,461,413 $440,080
2023 $2,937,990 $2,753,137 $3,018,385 $184,853
2023 $2,937,990 $2,754,757 $2,994,006 $183,233
2023 $2,937,990 $2,753,137 $3,018,385 $184,853
2022 $2,447,061 $2,582,479 $2,733,673 $-135,418
2021 $2,494,131 $2,162,477 $3,273,132 $331,654
2020 $2,324,229 $1,971,444 $2,913,194 $352,785
2019 $1,859,619 $1,772,092 $2,562,988 $87,527
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