UNIVERSITY LIGGETT SCHOOL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY LIGGETT SCHOOL (EIN 38-1360536)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349312464
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:08:29-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY LIGGETT SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3138844444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 COOK ROAD | AddressLine1Txt |
| City | GROSSE POINTE WOODS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482362590 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEVIN FRANK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3138844444 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY NETZ | PreparerPersonNm |
| PTIN | P01405265 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEVIN FRANK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 COOK ROAD | AddressLine1Txt |
| City | GROSSE POINTE WOODS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482362590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,393,241 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ULS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | ELEMENTARY & SECONDARY EDUCATION: PRE-SCHOOL THROUGH GRADE 12 (CONTINUED ON SCHEDULE O) CO-ED, COLLEGE PREPARATORY EDUCATION FOR 294 BOYS & 287 GIRLS. STUDENTS OF COLOR COMPRISE 33% OF THE SCHOOL POPULATION. THE SCHOOL'S MISSION IS TO PROVIDE A FOUNDATION OF ACADEMIC EXCELLENCE IN A DIVERSE EDUCATIONAL ENVIRONMENT. FINANCIAL AID AWARDS ARE GRANTED TO 33% OF THE STUDENT POPULATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 285 | TotalEmployeeCnt |
| Total Volunteers | 106 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $12,594 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,595,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,183,764 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,460,943 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,382,432 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,414,191 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,296,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,044,746 | PYOtherRevenueAmt |
| CY Other Revenue | $1,109,356 | CYOtherRevenueAmt |
| PY Total Revenue | $24,515,362 | PYTotalRevenueAmt |
| CY Total Revenue | $26,972,073 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,577,324 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,837,019 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,907,422 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,145,203 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,326,734 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,364,012 | PYOtherExpensesAmt |
| CY Other Expenses | $8,382,515 | CYOtherExpensesAmt |
| PY Total Expenses | $25,848,758 | PYTotalExpensesAmt |
| CY Total Expenses | $27,364,737 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,333,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$392,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,784,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,603,657 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,383,695 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,042,921 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,401,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,560,736 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRING LIVES OF PURPOSE THROUGH EDUCATION GROUNDED IN A SPIRIT OF DISCOVERY UNIVERSITY LIGGETT SCHOOL IS A COMMUNITY COMMITTED TO EXCELLENCE IN TEACHING AND LEARNING. WE NURTURE CURIOSITY, INSTILL CONFIDENCE, AND FOSTER PERSONAL AND (CONTINUED ON SCHEDULE O) COLLECTIVE GROWTH, THEREBY EMPOWERING YOUNG PEOPLE TO SHAPE A BRIGHTER FUTURE FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,318,150 | ExpenseAmt |
| Grant | $4,837,019 | GrantAmt |
| Revenue | $19,382,432 | RevenueAmt |
| Desc | AT THE CENTER OF THAT BELIEF IS LIGGETT'S CURRICULUM, WHICH ALLOWS STUDENTS TO DRIVE THE PROCESS OF THEIR OWN ACADEMIC GROWTH. FROM PRE-K3 THROUGH 12TH GRADE, STUDENTS BECOME ACTIVE PARTICIPANTS IN THEIR LEARNING EXPERIENCE. THEY DISCOVER THEIR PASSIONS. THEY UNCOVER QUESTIONS. THEY PROPOSE ANSWERS. AND, IN DOING SO, THEY TURN INFORMATION INTO UNDERSTANDING. THIS FORWARD-THINKING APPROACH ALLOWS STUDENTS TO APPLY THEIR LEARNING, ABSORB IT AND THEN DEMONSTRATE WHAT THEY HAVE LEARNED, BOTH INSIDE THE CLASSROOM AND OUT. (CONTINUED ON SCHEDULE O)OUR GUIDING PHILOSOPHY COMPRISES FIVE CORE TENETS - CRITICAL THINKING, CREATIVITY, TEAMWORK, ADAPTABILITY AND UNIVERSALISM. BEGINNING IN PREKINDERGARTEN, THE CURRICULUM COVERS THREE PHASES OF LEARNING AND DEVELOPMENT IN THE LOWER, MIDDLE AND UPPER SCHOOLS. | Desc |
| Total Program Service Expenses | $22,318,150 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 3 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 285 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL VANDELINDER | PersonNm |
| Phone | 3138844444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 COOK ROAD | AddressLine1Txt |
| City | GROSSE POINTE WOODS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482362590 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS SHEPPARD | ||||||||
| HEAD OF SCHOOL | 60.00 | Yes (X) | Yes (X) | $347,357 | $0 | $63,034 | ||
| GRETCHEN KNOELL | ||||||||
| PRESIDENT - TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL DUHAIME | ||||||||
| VICE PRESIDENT - TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS NOECKER | ||||||||
| TREASURER- TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TONY SMITH | ||||||||
| SECRETARY - TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AARON MONTGOMERY | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| BB FRIEDBERG REIS | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLA HALADJIAN | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG BLATT | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN MARTIN | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY LAETHEM | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN PRIMO | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY INGLE | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W STROH III | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN FEEMSTER-KIM | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| LORE MORAN DODGE | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN JUIP | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HUEBNER | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BERRI | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| SONIA EDEN | ||||||||
| TRUSTEE (THROUGH 04/2025) | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN BROWNELL | ||||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| DEVIN FRANK | ||||||||
| ASSC. HEAD OF FINANCE & OPERATIONS | 60.00 | Yes (X) | $94,427 | $0 | $18,498 | |||
| ANCA MITCHELL DIRECTOR OF | ||||||||
| FINANCE & HUMAN RESOURCES | 60.00 | Yes (X) | $121,223 | $0 | $104,935 | |||
| KELLEY HAMILTON ASSC HEAD | ||||||||
| OF SCHOOL FOR EXT RELATIONS/OPS | 60.00 | $227,215 | $0 | $62,901 | Yes (X) | |||
| MARGARET DETTLINGER | ||||||||
| ASSC. HEAD OF LOWER SCHOOL | 60.00 | $151,064 | $0 | $15,685 | Yes (X) | |||
| SHERNAZ MINWALLA | ||||||||
| ASSC. HEAD OF UPPER SCHOOL | 60.00 | $132,097 | $0 | $25,410 | Yes (X) | |||
| LEYTHON WILLIAMS ASST HEAD | ||||||||
| OF ATHLETICS (THROUGH 01/2025) | 60.00 | $127,812 | $0 | $27,175 | Yes (X) | |||
| MICHELLE CURETON DIR OF | ||||||||
| COMM. ENGMT. (THROUGH 01/2025) | 60.00 | $126,074 | $0 | $3,068 | Yes (X) | |||
| PAUL ROSSI | ||||||||
| ASSC. HEAD OF MIDDLE SCHOOL | 60.00 | $123,844 | $0 | $68,083 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,451,113 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $388,789 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK COMPASS GROUP USA | |||||
| PO BOX 91337 | CHICAGO | IL | 606931337 | FOOD SERVICE CATERING | $936,926 |
| ABM | |||||
| PO BOX 74008829 | CHICAGO | IL | 606748829 | BUILDING AND CUSTODIAL MANAGER | $286,800 |
| GROSSE POINTE PAINTERS INC | |||||
| 975 CRESCENT LANE | GROSSE POINTE WOODS | MI | 48236 | PAINTING | $255,822 |
| UDC SPORT | |||||
| 1906 WEST FRONT ST | STATESVILLE | NC | 28677 | TURF REPLACEMENT | $245,200 |
| IDEATION ORANGE | |||||
| 420 W 9 MILE RD | HAZEL PARK | MI | 48030 | INTERIOR DESIGN | $216,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $127,844 | FundraisingAmt |
| All Other Contributions | $4,055,920 | AllOtherContributionsAmt |
| Noncash Contributions | $357,511 | NoncashContributionsAmt |
| Total Contributions | $4,183,764 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 611110 | $18,906,723 | $18,906,723 |
| SCHOOL BOOKSTORE | 611600 | $103,353 | $103,353 |
| U CLUB REVENUE | 611110 | $66,761 | $66,761 |
| TRANSPORTATION & OTHER | 611600 | $31,231 | $31,231 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $274,364 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,382,432 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,570,068 | TotalRevenueColumnAmt |
| Exclusion | $1,570,068 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $390,308 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $306,253 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,055 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,055 | TotalRevenueColumnAmt |
| Exclusion | $84,055 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,744,562 | SecuritiesAmt |
| Other | $1,188 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,019,297 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,265 | SecuritiesAmt |
| Other | $1,188 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $726,453 | TotalRevenueColumnAmt |
| Exclusion | $726,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $407,466 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $127,844 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,052 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,414 | TotalRevenueColumnAmt |
| Exclusion | $331,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $30,597 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $19,566 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,031 | TotalRevenueColumnAmt |
| Exclusion | $11,031 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SUMMER CAMP | 611430 | $611,994 | $611,994 |
| AFTER SCHOOL CARE | 611600 | $66,263 | $66,263 |
| SCHOOL LUNCH | 722514 | $4,599 | $4,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $682,856 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,972,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,382,432 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,405,877 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,837,019 | TotalAmt |
| Program Services | $4,837,019 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,590 | TotalAmt |
| Program Services | $727,712 | ProgramServicesAmt |
| Management And General | $228,710 | ManagementAndGeneralAmt |
| Fundraising | $83,168 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,244,090 | TotalAmt |
| Program Services | $7,223,761 | ProgramServicesAmt |
| Management And General | $1,505,489 | ManagementAndGeneralAmt |
| Fundraising | $514,840 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,088 | TotalAmt |
| Program Services | $302,462 | ProgramServicesAmt |
| Management And General | $95,059 | ManagementAndGeneralAmt |
| Fundraising | $34,567 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734,202 | TotalAmt |
| Program Services | $1,979,133 | ProgramServicesAmt |
| Management And General | $429,933 | ManagementAndGeneralAmt |
| Fundraising | $325,136 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,233 | TotalAmt |
| Program Services | $498,918 | ProgramServicesAmt |
| Management And General | $158,676 | ManagementAndGeneralAmt |
| Fundraising | $37,639 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,567 | TotalAmt |
| Management And General | $61,567 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,484 | TotalAmt |
| Management And General | $38,484 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,616 | TotalAmt |
| Management And General | $69,616 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,468 | TotalAmt |
| Program Services | $29,846 | ProgramServicesAmt |
| Fundraising | $5,622 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,916 | TotalAmt |
| Management And General | $143,916 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,972 | TotalAmt |
| Program Services | $1,347,499 | ProgramServicesAmt |
| Management And General | $100,685 | ManagementAndGeneralAmt |
| Fundraising | $140,788 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,004 | TotalAmt |
| Management And General | $186,004 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,009 | TotalAmt |
| Program Services | $813,224 | ProgramServicesAmt |
| Management And General | $90,249 | ManagementAndGeneralAmt |
| Fundraising | $24,536 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,266 | TotalAmt |
| Program Services | $97,572 | ProgramServicesAmt |
| Management And General | $5,233 | ManagementAndGeneralAmt |
| Fundraising | $19,461 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,638 | TotalAmt |
| Program Services | $232,063 | ProgramServicesAmt |
| Management And General | $24,826 | ManagementAndGeneralAmt |
| Fundraising | $6,749 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,214,274 | TotalAmt |
| Program Services | $1,949,076 | ProgramServicesAmt |
| Management And General | $208,510 | ManagementAndGeneralAmt |
| Fundraising | $56,688 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,995 | TotalAmt |
| Program Services | $171,641 | ProgramServicesAmt |
| Management And General | $18,362 | ManagementAndGeneralAmt |
| Fundraising | $4,992 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTANTS | $1,380,184 | $1,156,352 | $174,798 | $49,034 |
| SCHOOL LUNCH PROGRAM | $918,464 | $808,462 | $86,488 | $23,514 |
| E.E. FORD GRANT | $96,500 | $96,500 | ||
| BAD DEBT | $65,780 | $65,780 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,378 | TotalAmt |
| Program Services | $46,910 | ProgramServicesAmt |
| Management And General | $27,468 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,364,737 | TotalAmt |
| Program Services | $22,318,150 | ProgramServicesAmt |
| Management And General | $3,719,853 | ManagementAndGeneralAmt |
| Fundraising | $1,326,734 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,226 | BOYAmt |
| EOY | $1,160,577 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,177 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,189 | BOYAmt |
| EOY | $1,440,755 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,780 | BOYAmt |
| EOY | $198,856 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,475 | BOYAmt |
| EOY | $42,345 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,434 | BOYAmt |
| EOY | $197,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,526,614 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,290,662 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,188,388 | BOYAmt |
| EOY | $16,235,952 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,694,416 | BOYAmt |
| EOY | $33,194,718 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,643 | BOYAmt |
| EOY | $133,393 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,784,728 | BOYAmt |
| EOY | $52,603,657 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,912 | BOYAmt |
| EOY | $1,964,520 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,753,678 | BOYAmt |
| EOY | $3,173,785 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,693 | BOYAmt |
| EOY | $39,288 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,673,764 | BOYAmt |
| EOY | $5,459,434 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,648 | BOYAmt |
| EOY | $405,894 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,383,695 | BOYAmt |
| EOY | $11,042,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,982,460 | BOYAmt |
| EOY | $15,602,254 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,418,573 | BOYAmt |
| EOY | $25,958,482 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,401,033 | BOYAmt |
| EOY | $41,560,736 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,784,728 | BOYAmt |
| EOY | $52,603,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$392,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,803,080 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$250,713 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,208,975 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,036,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,779,401 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,465,802 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,383,644 | BeginningYearBalanceAmt |
| Contributions | $2,424,800 | ContributionsAmt |
| Investment Earnings Or Losses | $3,881,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,480,824 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,208,975 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,420,547 | BeginningYearBalanceAmt |
| Contributions | $2,715,185 | ContributionsAmt |
| Investment Earnings Or Losses | $3,484,290 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,236,378 | GrantsOrScholarshipsAmt |
| End Year Balance | $30,383,644 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,789,915 | BeginningYearBalanceAmt |
| Contributions | $5,385,423 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,190,485 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,564,306 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,420,547 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,129,929 | BeginningYearBalanceAmt |
| Contributions | $4,051,748 | ContributionsAmt |
| Investment Earnings Or Losses | $6,080,688 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,472,450 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,789,915 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,124 | OtherCostOrOtherBasisAmt |
| Book Value | $203,124 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,779,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,899,215 | DepreciationAmt |
| Book Value | $12,880,163 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,513,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,391,447 | DepreciationAmt |
| Book Value | $3,122,095 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,570 | OtherCostOrOtherBasisAmt |
| Book Value | $30,570 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,235,952 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONDITIONAL ASSET RETIREMENT OBLIGATION | $251,460 |
| CAPITAL LEASE PAYMENTS | $154,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $405,894 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,953,896 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,803,080 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $151,158 | OtherRevenueAmt |
| Revenue Not Reported | $1,954,238 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,999,658 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,616 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,902,799 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,972,415 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,972,073 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,794,193 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $401,871 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $401,871 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,392,322 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,616 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,902,799 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,972,415 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,364,737 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | STUDENT ACTIVITY DETAIL |
| PART V, LINE 4: | TO SUPPORT FACULTY TEACHING AND INCREASE AFFORDABILITY FOR STUDENTS. |
| PART X, LINE 2: | THE SCHOOL HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 76,052. INTEREST RATE SWAP GAIN -250,713. RENTAL EXPENSES 306,253. COST OF GOODS SOLD 19,566. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 4,837,019. BAD DEBT 65,780. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 306,253. FUNDRAISING EXPENSES 76,052. COST OF GOODS SOLD 19,566. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 4,837,019. BAD DEBT 65,780. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COPIES OF ALL DISPLAY ADVERTISEMENTS AND TEXT COPY OF RADIO & TV ADVERTISEMENTS ARE RETAINED IN THE ADMISSIONS AND PUBLICATIONS OFFICE AT 1045 COOK ROAD, GROSSE POINTE WOODS, MI. ALL ITEMS ARE AVAILABLE FOR PUBLIC INSPECTION DURING REGULAR BUSINESS HOURS. THE SCHOOL CONTINUES TO MEET CRITERIA OF REV PROC 75-50, 1975-2, C-B 586 4 03 (2)(C). | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIGGETT KNIGHT | Event1Nm |
| Gross Receipts Event1 | $535,310 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,844 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $407,466 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $47,820 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,256 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,476 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $535,310 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $127,844 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $407,466 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,820 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,256 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,476 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,052 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $331,414 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SEE SCHEDULE I, PART IV | GrantTypeTxt |
| Recipient | 239 | RecipientCnt |
| Cash Grant | $4,835,885 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE DECISIONS ARE BASED UPON A FAMILY'S ABILITY TO PAY FOR THE COST OF EDUCATION. PARENTS ARE EXPECTED TO CONTRIBUTE TOWARD TUITION CHARGES UP TO THE EXTENT THEY ARE CAPABLE, AND WE EXPECT ALL FAMILIES WILL CONTRIBUTE SOME PORTION OF THE COST OF THEIR CHILD'S EDUCATION. ULS USES THE SERVICES OF THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS), IN PRINCETON NEW JERSEY, TO DETERMINE THE PARENTS' EXPECTED CONTRIBUTION TOWARD TUITION CHARGES. FAMILIES APPLYING FOR AID MUST FILE A PARENTS' FINANCIAL STATEMENT (PFS) WITH SSS. IN MAKING A FA AWARD, ULS REVIEWS THE REPORT OF FINANCIAL NEED WHICH IS PROVIDED BY SSS, ALTERS ITS DETERMINATION WHERE APPROPRIATE AND ATTEMPTS TO FUND A SIGNIFICANT PORTION OF THE DIFFERENCE BETWEEN TUITION AND THE PARENTS' EXPECTED CONTRIBUTION. FA AWARDS CARRY NO OBLIGATION TO BE REPAID BY THE FAMILY RECEIVING THE AWARD. STUDENTS ON FINANCIAL ASSISTANCE ARE EXPECTED, LIKE ALL STUDENTS AT ULS, TO MAINTAIN A HIGH ACADEMIC AVERAGE, TO BE GOOD CITIZENS OF THE SCHOOL COMMUNITY, AND TO CONTRIBUTE TO THE SCHOOL'S EXTRACURRICULAR ACTIVITIES. FA IS AWARDED ON A YEARLY BASIS AND FAMILIES MUST FILE A PFS EVERY YEAR THEY DESIRE ASSISTANCE. PURPOSES OF THE FINANCIAL ASSISTANCE PROGRAM (FAP): TO SUPPORT THE MISSION OF THE SCHOOL IN ATTRACTING A DIVERSE AND TALENTED STUDENT BODY; TO ENHANCE THE SCHOOL'S ENVIRONMENT BY ENABLING STUDENTS FROM DIVERSE ECONOMIC AND CULTURAL BACKGROUNDS TO ENROLL; TO ASSIST FAMILIES WITH THE INCREASING BURDEN OF TUITION FOR TWO OR MORE CHILDREN; TO MAKE IT POSSIBLE FOR ULS TO SEEK OUT PROSPECTIVE STUDENTS OF THE GREATEST POTENTIAL AND PROMISE ELIGIBILITY FOR FA AWARDS: A) CANDIDATES MUST MEET ALL ADMISSION REQUIREMENTS AND BE APPROVED BY THE ADMISSION COMMITTEE WITHOUT REGARD TO ECONOMIC STATUS. B) ESTABLISHED FINANCIAL NEED, AS SHOWN BY THE SSS APPLICATION AND MOST RECENT 1040 TAX RETURN. C) STUDENTS ENTERING GRADES SIX THROUGH 12 ARE ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE. FAMILIES WITH STUDENTS IN LOWER GRADES MAY APPLY IF TEMPORARY OR EXTENUATING CIRCUMSTANCES DICTATE FINANCIAL NEED. D) CANDIDATES SHOULD POSSESS THE PERSONAL QUALIFICATIONS THAT PREDICT A SATISFACTORY SOCIAL ADJUSTMENT TO ULS AND AN ABILITY AND DESIRE TO USE THE SCHOOL'S PREPARATION FOR FURTHER EDUCATION. E) THE CANDIDATE AND HIS/HER PARENTS MUST BE IN GOOD STANDING WITH THE SENDING SCHOOL. PROCEDURES FOR AWARDING FA: A) IN ADDITION TO ALL OTHER REQUIREMENTS FOR ADMISSION, A PARENT'S FINANCIAL STATEMENT MUST BE SUBMITTED TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID. THIS APPLICATION REQUESTS INFORMATION PERTAINING TO THE FAMILY'S ABILITY TO PAY FOR INDEPENDENT EDUCATION B) THE FAMILY MUST SUPPLY THE DIRECTOR OF ADMISSIONS AND FA WITH THE PRECEDING YEAR'S TAX FORMS. THESE FORMS ARE USED TO VERIFY INFORMATION SUPPLIED ON THE SSS APPLICATION AND IDENTIFY EXTENUATING CIRCUMSTANCES. C) ONCE ALL REQUIRED MATERIALS ARE SUBMITTED AND THE FAMILY HAS DEMONSTRATED NEED, ULS OFFERS A FA AWARD. TYPICALLY, AWARDS RANGE FROM 60 TO 80 PERCENT OF THE FAMILY'S DEMONSTRATED NEED, AND NO MORE THAN 80 PERCENT OF THE TUITION COST. FINANCIAL ASSISTANCE RENEWALS: A) STUDENTS RECEIVING FA MUST MEET THE PUBLISHED ACADEMIC AND CITIZENSHIP REQUIREMENTS OF THEIR DIVISION TO BE ELIGIBLE FOR RENEWAL. B) THE STUDENT'S ATTITUDE TOWARD AND GENERAL CONTRIBUTION TO THE SCHOOL AND HIS/HER WILLINGNESS TO ACHIEVE TO THE BEST OF HIS/HER ABILITY ARE IMPORTANT CONSIDERATIONS IN THE RENEWAL PROCESS. C) UNLESS A FAMILY'S FINANCIAL SITUATION HAS CHANGED SIGNIFICANTLY WITHIN THE PAST YEAR, THEY MAY EXPECT TO RECEIVE A SIMILAR AWARD. D) THE PARENTS' SUPPORT OF AND COOPERATION WITHIN THE SCHOOL COMMUNITY ARE ALSO AN IMPORTANT CONSIDERATION IN THE RENEWAL PROCESS. E) FAMILIES MUST REAPPLY FOR FA EACH YEAR. RETURNING STUDENTS REQUESTING ASSISTANCE FOR THE FIRST TIME: A) THE FA OFFICE ACCEPTS APPLICATIONS FROM FAMILIES WHO HAVE NOT RECEIVED FINANCIAL ASSISTANCE IN THE PAST. B) IF IT IS POSSIBLE TO MEET THE FAMILY'S FINANCIAL NEED WITHOUT EXCEEDING THE BUDGETED FUNDS FOR RETURNING FAMILIES. C) IF IT IS NOT POSSIBLE TO MEET THE FAMILY'S FINANCIAL NEED, ULS MAY OFFER LESS THAN THE FAMILY QUALIFIES FOR OR WE MAY PLACE THE STUDENT'S NAME ON A WAITING LIST FOR FINANCIAL AID THAT MAY BECOME AVAILABLE DURING THE SPRING OR SUMMER MONTHS. D) IT IS OUR EXPECTATION THAT FAMILIES WHO BEGIN AT ULS PAYING THE FULL TUITION WILL CONTINUE TO DO SO, UNLESS THE ENROLLMENT OF MULTIPLE SIBLINGS OR UNFORESEEN CIRCUMSTANCES MAKE THAT IMPOSSIBLE. ADMISSION ACCEPTANCE AND FINANCIAL ASSISTANCE AWARDS: A) ALTHOUGH THE ADMISSION APPLICATION AND FINANCIAL APPLICATION PROCESSES OCCUR SIMULTANEOUSLY APPLICANTS FOR ADMISSION TO ULS ARE REVIEWED ON A NEED-BLIND BASIS. B) ONCE ACCEPTED, APPLICANTS DEMONSTRATING FINANCIAL NEED WILL BE OFFERED A FINANCIAL ASSISTANCE AWARD FOR THE UPCOMING SCHOOL YEAR. THE STUDENT'S ENROLLMENT AT ULS WILL DEPEND UPON THE FAMILY'S ACCEPTANCE OF THE FA AWARD AND WILLINGNESS TO PAY THE REMAINING AMOUNT OF TUITION. C) IF THE DEMONSTRATED FINANCIAL NEED OF ACCEPTED APPLICANTS EXCEEDS THE BUDGETED AMOUNTS FOR NEW STUDENTS, SOME STUDENTS WILL BE PLACED ON A WAITING LIST FOR FA. D) IN NO CASE WILL AN APPLICANT FOR ULS BE DENIED ADMISSION BECAUSE OF FINANCIAL NEED. E) ALTHOUGH IT IS EXTREMELY DIFFICULT FOR A FAMILY TO RECEIVE AN ACCEPTANCE LETTER AND A LETTER DENYING FA OR ONE WHICH PLACES THE STUDENT ON THE FA WAITING LIST, WE CANNOT PRESUME THAT A FAMILY WILL NOT BE ABLE TO FIND ANOTHER WAY TO ATTEND ULS. FINANCIAL AID WAITING LIST: A) THE FA WAITING LIST IS NOT RANKED; ASSISTANCE AWARDS MADE FROM THE WAITING LIST WILL BE MADE ACCORDING TO ULS' ENROLLMENT NEEDS. CONSIDERATION IS ALSO GIVEN TO THE CURRENT DISTRIBUTION OF FINANCIAL AID BY GRADE. B) FUNDS MAY BECOME AVAILABLE ANYTIME BETWEEN APRIL 10 AND THE BEGINNING OF SCHOOL IN SEPTEMBER. C) FAMILIES ARE NOT REQUIRED TO SUBMIT AN ENROLLMENT AGREEMENT AND DEPOSIT IN ORDER TO REMAIN ON THE WAITING LIST. HOWEVER, ULS CANNOT GUARANTEE THAT A PLACE WILL BE AVAILABLE IF AND WHEN ASSISTANCE BECOMES AVAILABLE. D) IF A FAMILY ON THE FA WAITING LIST WISHES TO SUBMIT A SIGNED ENROLLMENT AGREEMENT AND DEPOSIT IN ORDER TO RESERVE A SPACE FOR THEIR CHILD, THEY MAY DO SO. HOWEVER, IT MUST BE UNDERSTOOD THAT UNDER THESE CIRCUMSTANCES, THE FAMILY IS RESPONSIBLE FOR THE ENTIRE TUITION SHOULD NO FA BECOME AVAILABLE FOR THEM AT A LATER DATE. SEPARATED AND DIVORCED PARENTS: A) FA AT ULS IS BASED ON NEED, NOT ON A WILLINGNESS OR UNWILLINGNESS TO PAY. IT IS OUR BELIEF THAT DIVORCED OR SEPARATED PARENTS RETAIN THE OBLIGATION TO CONTRIBUTE TO THE EDUCATION OF THEIR CHILDREN WHETHER OR NOT THERE IS A LEGAL AGREEMENT BETWEEN THEM TO DO SO. B) ULS DOES NOT STRICTLY ADHERE TO A DIVORCE SETTLEMENT'S STIPULATION WHICH OUTLINES THE EXACT AMOUNT EACH PARENT MUST CONTRIBUTE TOWARD EDUCATIONAL COSTS, OR WHICH PARENT IS RESPONSIBLE FOR HOW LONG. INSTEAD, WE REQUIRE EACH PARENT TO CONTRIBUTE AS MUCH AS OUR CALCULATIONS SHOW THEY CAN AFFORD. THIS AMOUNT MAY BE MORE, OR LESS, THAN THE AMOUNT GIVEN IN THE COURT'S DECISION. C) THE RESOURCES OF BOTH NATURAL PARENTS ARE CONSIDERED IN CASES WHERE A DIVORCE A SEPARATION HAS TAKEN PLACE. THE AVAILABILITY OF COMPLETE INFORMATION FROM BOTH PARENTS IS ESSENTIAL TO ASSURE FAIR ASSESSMENT OF THE FAMILY CONTRIBUTION. D) A FINANCIAL STATEMENT FOR PARENTS WHO ARE SEPARATED OR DIVORCED MUST BE SUBMITTED BY THE NON-CUSTODIAL PARENT IN CASES WHERE THE PARENT IS ACTIVELY INVOLVED IN THE STUDENT'S LIFE. E) LACK OF FA APPLICATIONS OR COPIES OF 1040 TAX FORMS FROM EITHER NATURAL PARENT MAY RESULT IN NO FA BEING AWARDED. F) THE DIRECTOR OF ADMISSION MAY WAIVE THE REQUIREMENT OF FINANCIAL INFORMATION FROM THE NON-CUSTODIAL PARENT WHEN THE NONCUSTODIAL PARENT'S WHEREABOUTS IS UNKNOWN OR WHEN THE NON-CUSTODIAL PARENT HAS GIVEN NO FINANCIAL SUPPORT TO THE STUDENT FOR SEVERAL YEARS AND HAS MADE NO CONTACT WITH THE STUDENT DURING THIS TIME. G) IF EITHER OF THE NATURAL PARENTS REMARRIES, ULS WILL TAKE INTO CONSIDERATION THE OBLIGATIONS OF THE PARENT TO HIS OR HER NEW FAMILY. WE WILL INCLUDE IN THE CALCULATIONS THE RESOURCES OF THE STEPPARENT, KEEPING IN MIND THE OBLIGATION OF THE STEPPARENT TO HIS OR HER NATURAL CHILDREN. PROCEDURES OBTAIN A PARENTS' FINANCIAL STATEMENT (PFS) FROM THE SCHOOL'S ADMISSIONS OFFICE: PFS FORMS ARE MAILED TO ULS FAMILIES CURRENTLY RECEIVING FA AND APPLICANTS IN JANUARY. CAREFULLY COMPLETE THE PFS AND SEND IT WITH THE APPROPRIATE FEE TO SSS IN PRINCETON, NEW JERSEY. SUPPLY THE ADMISSIONS OFFICE WITH A COPY OF IRS FORM 1040 AND RELATED SCHEDULE. IF APPLICABLE, THE STUDENT'S NONCUSTODIAL PARENT MUST FILE A FINANCIAL STATEMENT FOR PARENTS WHO ARE SEPARATED OR DIVORCED IN ADMISSION OFFICE. DEADLINES: MARCH 1 FOR RENEWALS; APRIL 1 FOR NEW APPLICATIONS. REQUESTS RECEIVED AFTER THESE DATES ARE SUBJECT TO AVAILABLE FUNDS: APRIL 15, 1970, NOVEMBER 1, 1996. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS SHEPPARD | ||||||||||||||
| HEAD OF SCHOOL | $338,357 | $0 | $0 | $0 | $9,000 | $0 | $46,620 | $0 | $16,414 | $0 | $410,391 | $0 | $0 | $0 |
| KELLEY HAMILTON ASSC HEAD | ||||||||||||||
| OF SCHOOL FOR EXT RELATIONS/OPS | $227,215 | $0 | $0 | $0 | $0 | $0 | $16,015 | $0 | $46,886 | $0 | $290,116 | $0 | $0 | $0 |
| ANCA MITCHELL DIRECTOR OF | ||||||||||||||
| FINANCE & HUMAN RESOURCES | $121,223 | $0 | $0 | $0 | $0 | $0 | $8,733 | $0 | $96,202 | $0 | $226,158 | $0 | $0 | $0 |
| PAUL ROSSI | ||||||||||||||
| ASSC. HEAD OF MIDDLE SCHOOL | $123,844 | $0 | $0 | $0 | $0 | $0 | $8,179 | $0 | $59,904 | $0 | $191,927 | $0 | $0 | $0 |
| MARGARET DETTLINGER | ||||||||||||||
| ASSC. HEAD OF LOWER SCHOOL | $151,064 | $0 | $0 | $0 | $0 | $0 | $10,233 | $0 | $5,452 | $0 | $166,749 | $0 | $0 | $0 |
| SHERNAZ MINWALLA | ||||||||||||||
| ASSC. HEAD OF UPPER SCHOOL | $132,097 | $0 | $0 | $0 | $0 | $0 | $8,906 | $0 | $16,504 | $0 | $157,507 | $0 | $0 | $0 |
| LEYTHON WILLIAMS ASST HEAD | ||||||||||||||
| OF ATHLETICS (THROUGH 01/2025) | $127,812 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $27,175 | $0 | $154,987 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH, SOCIAL CLUB OR INITIATION FEES AS A CONTRACTUAL CONDITION OF EMPLOYMENT. FOR FISCAL YEAR 2025, THE VALUE OF THE HEAD OF SCHOOL'S USE OF THE RESIDENCE IS CONSERVATIVELY ESTIMATED TO BE $24,000. |
| PART I, LINE 1B | THE HEAD OF SCHOOL'S SALARY IS APPROVED BY THE EXECUTIVE COMMITTEE. |
| PART I, LINE 7 | BONUSES ARE ONLY APPLICABLE TO THE HEAD OF SCHOOL PER HIS CONTRACT EXECUTED BY THE BOARD OF TRUSTEES. HE CAN RECEIVE BONUSES BASED ON SELECTIVE CRITERIA RELATED TO INDIVIDUAL AND ORGANIZATIONAL METRICS. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISCLOSURE SUBJECT TO FERPA LAWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FERPA LAWS | RelationshipWithOrgTxt |
| Cash Grant | $271,640 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP/GRANT | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $350,711 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NET SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | 15 LIP BALMS FOR LK GIFT BAGS | 15 | $3,000 | COST |
| Yes (X) | 900 HOMECOMING T-SHIRTS | 900 | $2,500 | COST |
| Yes (X) | GREETING CARDS FOR LIGGETT KNIGHT GIFT BAGS | 1 | $750 | COST |
| Yes (X) | 150 AMERICAN ROAD MAGAZINES | 150 | $500 | COST |
| Yes (X) | WHITE PETITE BABY GRAND PIANO - THEATER PROGRAM | 1 | $50 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | IN THE ABSENCE OF LIMITATIONS IMPOSED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD WITH REGARD TO THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE SCHOOL WHEN THE BOARD IS NOT IN SESSION; REPORT ANY ACTION SO TAKEN TO THE BOARD; AND REPORT TO THE BOARD AT EVERY ANNUAL OR REGULAR MEETING THE PROCEEDINGS AND ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SINCE THE LAST BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL NOT (A)BUY, SELL, OR OTHERWISE DISPOSE OF ASSETS OF THE SCHOOL HAVING VALUE IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000), WITHOUT FIRST OBTAINING AUTHORIZATION FROM A MAJORITY OF THE BOARD AT A REGULAR OR SPECIAL MEETING; (B)TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OR THE BYLAWS; (C)TAKE ANY ACTION THAT HAS BEEN RESERVED TO THE BOARD BY BOARD ACTION; (D)REMOVE OR APPOINT THE HEAD; OR (E)DISPOSE OF ANY REAL PROPERTY. THE EXECUTIVE COMMITTEE MAY FORMULATE FURTHER RULES AND REGULATIONS REGARDING THE CONDUCT OF ITS BUSINESS. THE SECRETARY SHALL DISTRIBUTE OR CAUSE TO BE DISTRIBUTED THE MINUTES OF THE MEETINGS OF THE EXECUTIVE COMMITTEE TO ALL TRUSTEES AFTER EACH COMMITTEE MEETING. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER AND THE CHAIRPERSONS OF THE VARIOUS STANDING COMMITTEES OF THE BOARD. A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM, BUT THE AFFIRMATIVE VOTE OF THE MAJORITY OF THE WHOLE COMMITTEE SHALL BE NECESSARY TO APPROVE ANY ACTION. THE PRESIDENT SHALL SERVE AS CHAIRMAN OF THE EXECUTIVE COMMITTEE. ALL MEMBERS OF THE EXECUTIVE COMMITTEE SHALL BE ENTITLED TO VOTE. EXECUTIVE COMMITTEE MEMBERS: -GRETCHEN KNOELL HIGBIE -PAUL DUHAIME -NICHOLAS NOECKER -TONY SMITH |
| FORM 990, PART VI, SECTION A, LINE 8B | THE EXECUTIVE COMMITTEE DOES NOT KEEP MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS PROVIDED TO THE BOARD OF TRUSTEES ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES SUB COMMITTEE CALLED THE COMMITTEE ON TRUSTEES IS CHARGED WITH MONITORING THE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS CONSISTS OF COMPARABILITY WITH NAIS COMPENSATION BENCHMARKS. SPECIFICALLY, THE EXECUTIVE COMMITTEE REVIEWED SALARY RANGES OF HEADS AT NAIS SCHOOLS, ALL ISACS SCHOOLS, AND SUBGROUPS INCLUDING DAY SCHOOLS WITH SIMILAR STUDENT BODIES AND ANNUAL REVENUE. THE APPOINTMENT OF THE HEAD OF SCHOOL IS DOCUMENTED IN THE MEETING MINUTES AND COMPENSATION LEVELS ARE OUTLINED IN THE EMPLOYMENT CONTRACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROVIDED UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INTEREST RATE SWAP GAIN -250,713. |
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