2022-03-22T09:47:26-05:00 2021-06-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2020-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 MCCLELLAN ROAD JACKSON TN 38305 DON ROE HEAD OF SCHOOL 7316640812 2022-03-21 1 DON ROE XXX-XX-XXXX JILL HUDSON P00061190 6153774600 2022-03-21 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DON ROE 232 MCCLELLAN ROAD JACKSON TN 38305 16364917 0 X WWW.USJBRUINS.ORG X 1987 TN THE UNIVERSITY SCHOOL OF JACKSON, A DISTINCTIVE COLLEGE PREPARATORY SCHOOL, SEEKS TO INSTILL A PASSION FOR ACADEMIC EXCELLENCE AND LIFELONG LEARNING SO EACH STUDENT WILL REACH HIS/HER MAXIMUM POTENTIAL. 15 15 289 300 0 0 1869927 2094084 11009417 11181817 70356 159730 741463 2148950 13691163 15584581 452000 372058 0 0 7984887 8125614 0 0 310162 4283405 4682115 12720292 13179787 970871 2404794 21789420 24986142 8692371 9185139 13097049 15801003 THE UNIVERSITY SCHOOL OF JACKSON, A DISTINCTIVE COLLEGE PREPARATORY SCHOOL, SEEKS TO INSTILL A PASSION FOR ACADEMIC EXCELLENCE AND LIFELONG LEARNING SO EACH STUDENT WILL REACH HIS/HER MAXIMUM POTENTIAL. 0 0 11231097 372058 13252990 UNIVERSITY SCHOOL OF JACKSON IS A NON-DENOMINATIONAL, NON-SECTARIAN, COLLEGE PREPARATORY SCHOOL DEDICATED TO ACADEMIC EXCELLENCE AND TO OUR FOUNDING PRINCIPLES OF FAITH, SERVICE, AND SCHOLARSHIP. BASED ON A HERITAGE GROUNDED IN JUDEO-CHRISTIAN VALUES, WE PROVIDE AN EDUCATIONAL ENVIRONMENT WHERE STUDENTS OF ALL ETHNIC, CULTURAL, AND RELIGIOUS BACKGROUNDS ARE VALUED AND RESPECTED. THE FACULTY, ADMINISTRATION, AND STUDENTS ARE EMPOWERED TO NURTURE AND EMBRACE THE JUDEO-CHRISTIAN VALUES AND OUR OPERATING PRINCIPLES. THROUGH THE FULFILLMENT OF OUR MISSION AND ADHERENCE TO THESE CORE PRINCIPLES AND VALUES, WE PREPARE OUR GRADUATES TO BE RESPONSIBLE AND INFORMED WORLD CITIZENS. 11231097 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 0 1 289 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RANDY OLSWING 7316640812 232 MCCLELLAN ROAD JACKSON TN 38305 BRIAN DOUGAN TRUSTEE 2.00 X 0 0 0 ANITA HAMILTON TRUSTEE 2.00 X 0 0 0 DARRELL KING TRUSTEE 2.00 X 0 0 0 CAROLINE CAMPBELL TRUSTEE 2.00 X 0 0 0 JENNIFER CRAIG TRUSTEE 2.00 X 0 0 0 STEVE MARONEY TRUSTEE 2.00 X 0 0 0 MATT FITE TREASURER 2.00 X X 0 0 0 GEOFFREY LINDLEY VICE CHAIRMAN 2.00 X 0 0 0 JAMES ROBINSON TRUSTEE 2.00 X 0 0 0 KATHRYN TUCKER TRUSTEE 2.00 X 0 0 0 PRESTON MILLER TRUSTEE 2.00 X 0 0 0 TREY TEAGUE TRUSTEE 2.00 X 0 0 0 JOHN WHYBREW CHAIRMAN 2.00 X 0 0 0 ASHBY SCOTT SECRETARY 2.00 X 0 0 0 DON ROE HEAD OF SCHOOL 50.00 X 106468 0 31110 RUSS ELLIS CHIEF DEVELOPMENT OFFICER 40.00 X 113171 0 3950 219639 0 35060 2 0 0 0 MG CONSTRUCTION 2522 BELLS HIGHWAY JACKSON TN 38305 LADY BRUINS FACILITY 709513 ALLISON CONTRACTING COMPANY 124 EAST BALTIMORE STREET SUITE 221 JACKSON TN 38301 CANOPY PROJECT 391545 CARE JANITORIAL 319 VANN DRIVE SUITE 126 JACKSON TN 38305 JANITORIAL SERVICES 281633 GOURMET YOUR WAY LLC PO BOX 10786 JACKSON TN 38308 CAFETERIA PROVIDER 280014 4 11022 490731 1592331 189657 2094084 TUITION AND FEES 611710 10249457 10249457 ANCILLIARY SERVICES 611710 445273 445273 TUITION FINANCE FEES 611710 213991 213991 VARIOUS CLUB PROGRAM REVENUES 611710 190529 190529 ATHLETIC GATE RECEIPTS 611710 82567 82567 11181817 106138 106138 22268 1345 20923 20923 20923 810649 1500 758557 0 52092 1500 53592 53592 77288 11022 20434 56854 56854 PPP LOAN FORGIVENESS 900099 1362364 1362364 CAFETERIA INCOME 722210 646639 646639 MISC REVENUE-EXCLUDED 900099 62170 62170 2071173 15584581 13252990 0 237507 372058 372058 254699 254699 6771835 6202909 396247 172679 607291 543483 48387 15421 491789 451771 27872 12146 66285 66285 8538 8538 46328 46328 40349 40349 726931 218556 478591 29784 29115 29115 1090932 1057030 16951 16951 14402 14402 4482 4482 198756 198756 883646 795282 44182 44182 18182 16703 1030 449 CONTRACTED SERVICES 635532 592991 42541 0 ATHLETIC EXPENSE 267220 267220 GENERAL SCHOOL EXPENSES 194568 194568 DUES & SUBSCRIPTIONS 165715 20774 144941 0 291134 44297 228287 18550 13179787 11231097 1638528 310162 649976 699336 2337040 3426012 1367972 1688807 50075 132003 31265974 14148383 15378082 17117591 1075937 1430938 31467 0 898871 491455 21789420 24986142 1998304 1724704 577986 867037 4480644 6414078 273073 179320 1362364 0 8692371 9185139 X 12331370 14587214 765679 1213789 13097049 15801003 21789420 24986142 2404794 299161 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 765679 250 259702 1025631 731270 4000 30409 765679 685682 4750 40658 731270 560639 85640 39583 685862 504861 30565 25213 560639 1.00000 0 0 1329031 1329031 23513363 10220746 13292617 6070070 3632811 2437259 353510 294826 58684 17117591 X 15390355 299161 4479 303640 15086715 8538 489328 497866 15584581 12686398 4479 4479 12681919 8538 489331 497869 13179788 PART IV, LINE 2B: THE SCHOOL HOLDS SPECIFIC FUNDS FOR VARIOUS STUDENT BODY ORGANIZATIONS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 3,134. RENT EXPENSES INCLUDED IN INCOME 1,345. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 372,058. CONTRIBUTION REVENUE INCLUDED IN EXPENSES 95,000. RENT REVENUE INCLUDED IN EXPENSES 22,268. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 3,134. RENT EXPENSES 1,345. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 372,058. CONTRIBUTION REVENUE INCLUDED IN EXPENSES 95,000. RENT REVENUE INCLUDED IN EXPENSES 22,268. ROUNDING 5. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SOLICITATION AND MARKETING MATERIALS, SCHOOL POLICIES, AND ADVERTISING PLACED IN A LOCAL NEWSPAPER, PUBLICIZE THE SCHOOL'S NONDISCRIMATORY POLICIES. HOLIDAY MART 21331 11022 10309 20434 AUCTION 66979 66979 88310 11022 77288 20434 20434 56854 1 FINANCIAL AID 114 372058 FMV FINANCIAL AID FOR TUITION AND FEES PART I, LINE 2: THE GRANTS ARE APPLIED DIRECTLY AGAINST STUDENT TUITION AND FEES. X X X 0 0 0 0 0 0 0 0 0 A THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 2020-12-04 7000000 REFUNDING PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON PRIOR BONDS 0 0 0 A 194205 7000000 59813 6940186 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 X 7 79749 FMV X CONSTRUCTION SERVICES AND MATERIALS 7 92217 FMV X VARIOUS SUPPLIES 4 10635 FMV X FOOD 1 7056 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B INITIAL REVIEW OF THE FORM 990 PERFORMED BY MANAGEMENT WITH THE PAID TAX PREPARER. THE RETURN IS THEN REVIEWED BY ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONICALLY FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE THAT COVERS MEMBERS OF THE BOARD OF TRUSTEES, THE HEAD OF SCHOOL, AND THE FINANCIAL SERVICES OFFICER. THE ORGANIZATION REQUIRES THAT THE CONFLICT OF INTEREST FORM BE COMPLETED AND RETURNED DURING SEPTEMBER OF EACH YEAR AND ANY ADDITIONAL CONFLICTS BE REPORTED IF AND WHEN THEY ARISE. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE CHAIR OF THE BOARD AND THE HEAD OF THE SCHOOL. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISION IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 15-1A PERFORMANCE REVIEWS WERE CONDUCTED FOR THE HEAD OF SCHOOL BY A COMPENSATION COMMITTEE COMPOSED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE VICE-CHAIR, AND ANOTHER DISINTERESTED TRUSTEE DURING THE YEAR. THE COMPENSATION REVIEW INCLUDED A REVIEW OF THE GENERAL ECONOMIC CONDITIONS IN THE WEST TENNESSEE AREA AND OF COMPARABLE DATA FOR COMPENSATION IN INDEPENDENT SCHOOLS IN THE REGION. THE COMPLETION OF THE REVIEW WAS REPORTED TO TRUSTEES AND DOCUMENTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.