UNION DAY SCHOOL FOUNDATION INC (EIN 824504704) - Form 990 Financial Analysis & Trantor Score

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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

2015

Legal Domicile

Principal Officer

F BOYCE THIES

Phone

7042561494

Tax Period

2024-07-01 to 2025-06-30

UNION DAY SCHOOL FOUNDATION INC, founded in 2015, is a micro nonprofit in the Education sector that reported $29K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION FINANCIALLY SUPPORTS AND RAISES FUNDS FOR UNION DAY SCHOOL INC, A NC CHARTER SCHOOL,

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $0

Investment Income $68,507

Other Revenue $-44,058

TOTAL REVENUE $29,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,194,038

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,449	$191,097	-0.8%
Expenses	N/A	$100,256	-1.0%
Net Income	N/A	$90,841	N/A

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOYCE THIES	CHAIRMAN OF THE BOARD	5.00	Officer Director	$0	$0	$0
JOAN MAZZU	TREASURER	4.00	Officer Director	$0	$0	$0
JIM LOVELL	DIRECTOR	4.00	Director	$0	$0	$0
JOANNA WISE	DIRECTOR	4.00	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	$29,449	No data	$12,061,467	No data
2024	$191,097	$100,256	$12,297,018	$90,841
2023	$-231,654	$6,121	$12,549,292	$-237,775
2022	$-91,617	$285	$12,928,952	$-91,902
2021	$-71,676	$7,538	$13,240,854	$-79,214
2020	$-302,150	$266	$13,530,068	$-302,416
2019	$-168,066	$655,011	$14,301,857	$-823,077
2018	$11,545	$5,984	$7,283,391	$5,561

UNION DAY SCHOOL FOUNDATION INC