UNIVERSITY SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY SCHOOL (EIN 34-0714720)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201511319349302261
- Schema version
- 2013v4.0
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T13:54:49-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVENUE SUITE 700 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID J WRIGHT | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2169320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20701 BRANTLEY ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | SHAKER HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WRIGHT | PersonNm |
| Person Title | FINANCE DIRECTOR | PersonTitleTxt |
| Phone | 2169320400 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2169320400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE MURRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20701 BRANTLEY ROAD | AddressLine1 |
| City | SHAKER HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,794,738 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.US.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF UNIVERSITY SCHOOL IS TO DEVELOP PROMISING AND MOTIVATED YOUNG BOYS INTO ACCOMPLISHED AND INDEPENDENT YOUNG MEN WHO ASPIRE TO MAKE A DIFFERENCE IN THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 441 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,280,183 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,401,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,848,826 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,440,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,428,641 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,732,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,020 | PYOtherRevenueAmt |
| CY Other Revenue | $39,417 | CYOtherRevenueAmt |
| PY Total Revenue | $33,606,670 | PYTotalRevenueAmt |
| CY Total Revenue | $33,614,424 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,821,470 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,043,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,468,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,850,136 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,019,534 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,030,861 | PYOtherExpensesAmt |
| CY Other Expenses | $10,042,288 | CYOtherExpensesAmt |
| PY Total Expenses | $30,321,179 | PYTotalExpensesAmt |
| CY Total Expenses | $31,935,813 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,285,491 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,678,611 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,071,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,811,552 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,358,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,981,419 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,713,423 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,830,133 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF UNIVERSITY SCHOOL IS TO DEVELOP PROMISING AND MOTIVATED BOYS INTO ACCOMPLISHED AND INDEPENDENT YOUNG MEN WHO ASPIRE TO MAKE A DIFFERENCE IN THE WORLD. THE SCHOOL IS RIGOROUS. OUR PROGRAMS, LED BY CHALLENGING AND SUPPORTIVE FACULTY, PROMOTE INTELLECTUAL, PHYSICAL, CREATIVE, AND MORAL EXCELLENCE. WE BELIEVE THESE GOALS ARE BEST ACHIEVED IN A DIVERSE COMMUNITY WHERE TRADITION IS VALUED AND WHERE EVERY BOY IS KNOWN AND LOVED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $27,569,361 | ExpenseAmt |
| Grant | $4,043,389 | GrantAmt |
| Revenue | $23,440,795 | RevenueAmt |
| Desc | PROVIDE INSTRUCTION TO A REGULARLY-ENROLLED STUDENT BODY (KINDERGARTEN THROUGH GRADE 12) FOR WHICH A REGULAR FACULTY AND COLLEGE-PREPARATORY CURRICULUM ARE MAINTAINED. THERE WERE 852 FULL-TIME STUDENTS ENROLLED AT THE SCHOOL DURING THE 2013-2014 SCHOOL YEAR. | Desc |
| Total Program Service Expenses | $27,569,361 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 441 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UC | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J WRIGHT | PersonNm |
| Phone | 2169320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20701 BRANTLEY ROAD | AddressLine1 |
| City | SHAKER HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HENRY MEYER III | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER ADAMS | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| DAVID FULTON JR | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| JAMES GRISWOLD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| CHRISTOPHER SMYTHE | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| ROBERT MC CREARY III | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| DALE ADLER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| RICHARD C BRYAN | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| BRENT BALLARD SR | |||||||
| PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| THOMAS BARRY | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| ARTHUR CLEMENTS III | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| MATTHEW V CRAWFORD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| C MARTIN HARRIS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| JEFF HEINEN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| RICHARD HOLLINGTON III | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| CHRISTOPHER M GORMAN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| WILLIAM MATTHES | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| NANCY MCGINTY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| MARK MEAD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| DAVID OUTCALT | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| NEIL THOMPSON | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| TYLER ZACHEM | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| THOMAS TORMEY | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| DURGA CHIGURAPATI | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| DAVID DEMUTH | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| DEBORAH DONLEY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| MICHAEL FOUST | |||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| JOHN GRISWOLD | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| SUBER HUANG | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| JAMES KRALIK | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| CHARLES MYERS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| WILLIAM OBERNDORF | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| STEPHEN OSBORN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| LARRY POLLOCK | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| JEREMIAH ROBINS | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| WILLIAM SCHWEITZER | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| JOHN SINNEBERG | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| FREDERICK STUEBER II | |||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| JD SULLIVAN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| STEVEN TERRELL | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| FRANKLIN P FLOYD JR | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| RICHARD P STOVSKY | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| JOHN GHERLEIN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| RONALD S LEE | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| CARL P SJOGREEN | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| DAVID R SMITH | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| CARL J TIPPIT | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| DALE R NAYLOR | |||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | |||
| STEVE MURRAY | |||||||
| HEADMASTER | 40.0 | Yes (X) | $377,933 | $181,421 | |||
| DAVID WRIGHT | |||||||
| FINANCE DIRECTOR | 40.0 | Yes (X) | $169,893 | $47,696 | |||
| WILLIAM DAUGHTREY | |||||||
| CO-DIRECTOR UPPER SCHOOL | 40.0 | $129,382 | $24,954 | Yes (X) | |||
| WILLIAM O'NEIL | |||||||
| ASSISTANT HEADMASTER | 40.0 | $163,013 | $32,106 | Yes (X) | |||
| JONATHAN BRIDGE | |||||||
| ASSISTANT HEADMASTER FOR ADV. | 40.0 | $189,992 | $53,996 | Yes (X) | |||
| BRUCE WILHELM | |||||||
| HEAD OF SHAKER | 40.0 | $147,974 | $103,236 | Yes (X) | |||
| GREG MALKIN | |||||||
| DIRECTOR OF ENTREPRENEUR PROG. | 40.0 | $128,105 | $22,838 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,306,292 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $466,247 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALBERT M HIGLEY | |||||
| 2926 CHESTER AVENUE | CLEVELAND | OH | 44114 | CONSTRUCTION | $8,259,232 |
| CENTERBROOK ARCHITECTS | |||||
| PO BOX 955 | CENTERBROOK | CT | 06409 | ARCHITECT | $446,042 |
| AQUAMOON | |||||
| 700 NORTH SACRAMENTO SUITE 121 | CHICAGO | IL | 60612 | AQUARIUM | $119,838 |
| PRIME BUCHHOLZ ASSOCIATES | |||||
| PO BOX 10611 | LEWSTON | ME | 04243 | INV. CONSULTING | $101,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,514,122 | RelatedOrganizationsAmt |
| Government Grants | $301,331 | GovernmentGrantsAmt |
| All Other Contributions | $3,585,763 | AllOtherContributionsAmt |
| Noncash Contributions | $1,538,322 | NoncashContributionsAmt |
| Total Contributions | $6,401,216 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACADEMIC TUITION | 900099 | $19,557,855 | $19,557,855 |
| STUDENT FEES | 900099 | $2,983,051 | $2,983,051 |
| AUXILIARY FUNCTIONS | 900099 | $838,364 | $838,364 |
| OTHER OPERATING INCOME | 900099 | $61,525 | $61,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,440,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,609,494 | TotalRevenueColumnAmt |
| Exclusion | $2,609,494 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,417 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,417 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,417 | TotalRevenueColumnAmt |
| Exclusion | $39,417 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,294,078 | SecuritiesAmt |
| Other | $9,738 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,180,314 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,113,764 | SecuritiesAmt |
| Other | $9,738 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,123,502 | TotalRevenueColumnAmt |
| Exclusion | $1,123,502 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,614,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,440,795 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,772,413 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,043,389 | TotalAmt |
| Program Services | $4,043,389 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,600 | TotalAmt |
| Program Services | $124,400 | ProgramServicesAmt |
| Management And General | $248,800 | ManagementAndGeneralAmt |
| Fundraising | $124,400 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,867,671 | TotalAmt |
| Program Services | $10,728,200 | ProgramServicesAmt |
| Management And General | $1,483,112 | ManagementAndGeneralAmt |
| Fundraising | $656,359 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,604 | TotalAmt |
| Program Services | $950,645 | ProgramServicesAmt |
| Management And General | $246,921 | ManagementAndGeneralAmt |
| Fundraising | $37,038 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,761 | TotalAmt |
| Program Services | $760,576 | ProgramServicesAmt |
| Management And General | $197,552 | ManagementAndGeneralAmt |
| Fundraising | $29,633 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,262,500 | TotalAmt |
| Program Services | $1,742,125 | ProgramServicesAmt |
| Management And General | $452,500 | ManagementAndGeneralAmt |
| Fundraising | $67,875 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,667 | TotalAmt |
| Management And General | $32,934 | ManagementAndGeneralAmt |
| Fundraising | $1,733 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,120 | TotalAmt |
| Management And General | $43,814 | ManagementAndGeneralAmt |
| Fundraising | $2,306 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,775 | TotalAmt |
| Program Services | $565,420 | ProgramServicesAmt |
| Management And General | $141,355 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,256 | TotalAmt |
| Program Services | $778,256 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,384 | TotalAmt |
| Program Services | $667,384 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,863,192 | TotalAmt |
| Program Services | $2,863,192 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,104 | TotalAmt |
| Program Services | $199,104 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UTILITIES | $620,786 | $620,786 | ||
| AUXILIARY OPERATIONS | $1,021,820 | $1,021,820 | ||
| REPAIRS & MAINTENANCE | $524,014 | $524,014 | ||
| OTHER OPERATING EXPENSES | $601,531 | $541,378 | $30,077 | $30,076 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,639 | TotalAmt |
| Program Services | $1,438,672 | ProgramServicesAmt |
| Management And General | $469,853 | ManagementAndGeneralAmt |
| Fundraising | $70,114 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,935,813 | TotalAmt |
| Program Services | $27,569,361 | ProgramServicesAmt |
| Management And General | $3,346,918 | ManagementAndGeneralAmt |
| Fundraising | $1,019,534 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,121,922 | BOYAmt |
| EOY | $4,255,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,561,236 | BOYAmt |
| EOY | $9,622,564 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,598 | BOYAmt |
| EOY | $254,800 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,241 | BOYAmt |
| EOY | $172,295 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,841 | BOYAmt |
| EOY | $1,264,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $106,160,962 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,789,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,180,414 | BOYAmt |
| EOY | $68,371,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,772,801 | BOYAmt |
| EOY | $42,992,506 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,736,596 | BOYAmt |
| EOY | $40,492,595 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,138,060 | BOYAmt |
| EOY | $2,384,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,071,709 | BOYAmt |
| EOY | $169,811,552 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,595,724 | BOYAmt |
| EOY | $2,543,932 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,611,625 | BOYAmt |
| EOY | $2,768,148 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,243,580 | BOYAmt |
| EOY | $25,096,753 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,357 | BOYAmt |
| EOY | $2,572,586 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,358,286 | BOYAmt |
| EOY | $32,981,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,191,656 | BOYAmt |
| EOY | $75,635,415 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,428,704 | BOYAmt |
| EOY | $18,638,471 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,093,063 | BOYAmt |
| EOY | $42,556,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,713,423 | BOYAmt |
| EOY | $136,830,133 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,071,709 | BOYAmt |
| EOY | $169,811,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,678,611 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,438,099 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,449,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,481,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,790,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,280,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,401,216 | CurrentTaxYearAmt |
| Total | $59,403,260 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,449,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,481,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,790,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,280,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,401,216 | CurrentTaxYearAmt |
| Total | $59,403,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,098,892 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,304,368 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,088,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,047,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,062,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,005,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,648,911 | CurrentTaxYearAmt |
| Total | $10,853,624 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,256,884 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $110,057,393 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,471,451 | BeginningYearBalanceAmt |
| Contributions | $903,859 | ContributionsAmt |
| Investment Earnings Or Losses | $10,881,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,794,571 | OtherExpendituresAmt |
| End Year Balance | $81,461,782 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,623,912 | BeginningYearBalanceAmt |
| Contributions | $3,265,084 | ContributionsAmt |
| Investment Earnings Or Losses | $7,307,832 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,725,377 | OtherExpendituresAmt |
| End Year Balance | $72,471,451 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,647,970 | BeginningYearBalanceAmt |
| Contributions | $6,010,262 | ContributionsAmt |
| Investment Earnings Or Losses | -$720,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,313,997 | OtherExpendituresAmt |
| End Year Balance | $65,623,912 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,400,373 | BeginningYearBalanceAmt |
| Contributions | $949,770 | ContributionsAmt |
| Investment Earnings Or Losses | $11,288,487 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,990,660 | OtherExpendituresAmt |
| End Year Balance | $63,647,970 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,685,456 | BeginningYearBalanceAmt |
| Contributions | $1,042,157 | ContributionsAmt |
| Investment Earnings Or Losses | $6,421,863 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,749,103 | OtherExpendituresAmt |
| End Year Balance | $58,400,373 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40225 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51343 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08433 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,715,191 | OtherCostOrOtherBasisAmt |
| Book Value | $2,715,191 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,500,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,891,381 | DepreciationAmt |
| Book Value | $63,609,029 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,945,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,897,907 | DepreciationAmt |
| Book Value | $2,047,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $68,371,674 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $40,256,533 | F |
| BENEFICIAL INTEREST IN TRUST | $236,062 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,492,595 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $422,700 |
| INTEREST RATE SWAP | $349,886 |
| LINE OF CREDIT-CONSTRUCTION | $1,800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,572,586 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,870,034 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,438,099 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $625,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $235,900 | OtherRevenueAmt |
| Revenue Not Reported | $8,298,999 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,571,035 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,043,389 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,043,389 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,614,424 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,750,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $625,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $233,501 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $858,501 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,892,424 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,043,389 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,043,389 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,935,813 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF ENDOWMENT FUNDS - PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS AND BOARD-DESIGNATED FUNDS IS APPROPRIATED BASED ON AN APPROVAL PROCESS THROUGH THE BOARD OF TRUSTEES. SPECIFIC COMMITTEES RECOMMEND AMOUNTS TO BE DISBURSED FROM THE ACCUMULATED EARNINGS OF THE ENDOWMENT FUNDS, WHICH ARE THEN APPROVED FOR APPROPRIATION BY THE BOARD OF TRUSTEES. ENDOWMENT FUNDS DISBURSEMENTS ARE USED TO FURTHER THE EXEMPT EDUCATIONAL PURPOSES OF THE SCHOOL. |
| FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2: | INCOME TAXES - THE SCHOOL AND THE ASSOCIATION (A RELATED ORGANIZATION INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS) ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEY BELIEVE THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE SCHOOL'S AND THE ASSOCIATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| OTHER CHANGES IN REVENUE - PART XI, LINE 2D: | NET REVENUE OF UNIVERSITY SCHOOL ALUMNI ASSOCIATION WHICH WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS WITH UNIVERSITY SCHOOL: $235,900. |
| OTHER CHANGES IN EXPENSES - PART XII, LINE 2D: | NET EXPENSES OF UNIVERSITY SCHOOL ALUMNI ASSOCIATION WHICH WERE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS WITH UNIVERSITY SCHOOL: $233,501. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Publication of Racially Nondiscriminatory Policy - Part I, Line 3: | The school's admission policies are published in five major newspapers each year in accordance with Rev. Proc. 75-50. |
| AID FROM A GOVERNMENTAL AGENCY - PART I, LINE 6A: | THE SCHOOL RECEIVES ALLOCATIONS FROM THE STATE OF OHIO UNDER THE AUXILIARY SERVICES PROGRAM, WHICH PROVIDES TEXTBOOKS, MATERIALS, REIMBURSEMENTS OF CERTAIN ADMINISTRATIVE COSTS, AND FOOD TO STUDENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| North America | Investments | $1,867,450 |
| Central America and the Caribbean | Investments | $4,871,952 |
| Europe (Including Iceland and Greenland) | Investments | $3,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $9,739,402 | SubtotalSpentAmt |
| Total Spent | $9,739,402 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 254 | RecipientCnt |
| Cash Grant | $4,043,389 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring Use of Grant Funds - Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | UNIVERSITY SCHOOL GRANTS SCHOLARSHIPS ON AN AS-NEEDED BASIS WITHOUT REGARD TO RACE, RELIGION, OR CREED. ALL STUDENTS WHO PASS AN ENTRANCE EXAM ARE ELIGIBLE TO APPLY FOR FINANCIAL AID. APPLICATIONS ARE REVIEWED BY AN OUTSIDE AGENCY AND RECOMMENDATIONS ARE COMMUNICATED TO THE SCHOOL'S FINANCIAL AID COMMITTEE. THE COMMITTEE MEETS AND REVIEWS THE RECOMMENDATIONS AND AWARDS THE SCHOLARSHIPS ACCORDINGLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|
| STEVE MURRAY | |||||||
| HEADMASTER | $323,833 | $54,100 | $140,450 | $40,971 | $559,354 | $0 | |
| DAVID WRIGHT | |||||||
| FINANCE DIRECTOR | $169,893 | $0 | $32,660 | $15,036 | $217,589 | $0 | $0 |
| WILLIAM DAUGHTREY | |||||||
| CO-DIRECTOR UPPER SCHOOL | $129,382 | $0 | $12,950 | $12,004 | $154,336 | $0 | $0 |
| WILLIAM O'NEIL | |||||||
| ASSISTANT HEADMASTER | $163,013 | $0 | $16,645 | $15,461 | $195,119 | $0 | $0 |
| JONATHAN BRIDGE | |||||||
| ASSISTANT HEADMASTER FOR ADV. | $173,492 | $16,500 | $17,535 | $36,461 | $243,988 | $0 | $0 |
| BRUCE WILHELM | |||||||
| HEAD OF SHAKER | $147,974 | $0 | $15,275 | $87,961 | $251,210 | $0 | $0 |
| GREG MALKIN | |||||||
| DIRECTOR OF ENTREPRENEUR PROG. | $113,743 | $14,362 | $11,587 | $11,251 | $150,943 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BENEFITS PROVIDED TO CERTAIN EMPLOYEES - PART I, LINE 1A: | TRAVEL FOR COMPANIONS: STEVE MURRAY'S WIFE RECEIVES REIMBURSEMENTS FOR TRAVEL EXPENSES FROM THE SCHOOL ONLY WHEN THERE IS A BUSINESS PURPOSE FOR HER ACCOMPANYING HER HUSBAND ON TRIPS. THESE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE INCOME TO MR. MURRAY. HOUSING ALLOWANCE: THE SCHOOL PROVIDES A HOUSE ON CAMPUS TO STEVE MURRAY. MR. MURRAY IS REQUIRED TO LIVE ON CAMPUS AS PART OF HIS DUTIES AS HEADMASTER OF THE SCHOOL. NO TAXABLE COMPENSATION IS IMPUTED FOR THE USE OF THE HOUSE. SOCIAL CLUB DUES: THE SCHOOL PAYS COUNTRY CLUB DUES FOR STEVE MURRAY. MR. MURRAY USES THE CLUB FOR BUSINESS PURPOSES, AND NO TAXABLE INCOME IS IMPUTED FOR THIS BENEFIT. PERSONAL SERVICES: MAID SERVICE IS PROVIDED TO MR. MURRAY FOR THE SCHOOL-OWNED HOUSE IN WHICH HE RESIDES. NO TAXABLE INCOME IS IMPUTED FOR THIS BENEFIT. |
| WRITTEN POLICY FOR PAYMENT OR REIMBURSEMENT - PART I, LINE 1B: | WHILE THE SCHOOL DOES NOT HAVE A FORMAL WRITTEN POLICY FOR THE BENEFITS PROVIDED TO MR. MURRAY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINED THE COMPENSATION AND BENEFITS PACKAGE. THE INDIVIDUALS ON THIS COMMITTEE ARE INDEPENDENT OF MR. MURRAY. |
| SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN - PART I, LINE 4B: | THE SCHOOL SPONSORED A SECTION 457(f) PLAN FOR THE FINANCE DIRECTOR. CONTRIBUTIONS OF $15,000 FOR MR. WRIGHT (FINANCE DIRECTOR) WERE MADE TO THE PLAN DURING THIS FISCAL YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CUYAHOGA COUNTY ECONOMIC DEVELOPMENT REVENUE BONDS | |||||||
| A | 340714720 | 2010-12-13 | $17,000,000 | EDUCATIONAL FACILITIES | false | false | false |
| CUYAHOGA COUNTY ECONOMIC DEVELOPMENT REVENUE BONDS | |||||||
| B | 340714720 | 2012-11-01 | $15,000,000 | EDUCATIONAL FACILITIES | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $17,000,000 | $0 | $0 | $0 | $127,000 | $0 | $0 | $16,873,000 | $0 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $14,920,114 | $0 | $15,000,000 | $0 | $0 | $0 | $79,886 | $0 | $0 | $0 | $0 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||||||||||
| A | false | Yes (true) | false | false | Yes (true) | Yes (true) | 16. | false | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,538,322 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | USE OF THIRD PARTIES - PART I, LINE 32A: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES A SECURITIES BROKER TO SELL CERTAIN DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW FAIR MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FAMILY RELATIONSHIPS - FORM 990, PART VI, LINE 2: | JAMES GRISWOLD AND JOHN GRISWOLD HAVE A FAMILY RELATIONSHIP. |
| REVIEW OF FORM 990 - FORM 990, PART VI, LINE 11B: | THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF FORM 990 TO THE FINANCE COMMITTEE. UPON COMPLETION OF THAT REVIEW, THE HIGHLIGHTS OF THE RETURN ARE REPORTED TO THE FULL BOARD. |
| MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C: | THE SCHOOL'S CONFLICT OF INTEREST POLICY IS MAILED ANNUALLY TO TRUSTEES AND DISTRIBUTED AT BOARD MEETINGS. WHEN A CONFLICT ARISES, THE INDIVIDUAL IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. PERSONS THAT ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT MAKE THE DECISION ABOUT THE TRANSACTION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES OF THE BOARD. |
| COMPENSATION REVIEW AND APPROVAL - FORM 990, PART VI, LINE 15: | THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE COMPENSATION FOR THE HEADMASTER AND FINANCE DIRECTOR ANNUALLY. THE FINANCE DIRECTOR REVIEWS THE COMPENSATION OF THE EXECUTIVE STAFF. PERIODICALLY, COMPARABLE COMPENSATION DATA FROM OTHER SIMILAR SCHOOLS IS REVIEWED AND THE DATA IS USED IN DETERMINING THE COMPENSATION OF THE EXECUTIVE STAFF. THE MEMBERS OF THE BOARD ARE INDEPENDENT OF THE EXECUTIVE STAFF AND OTHER EMPLOYEES OF THE SCHOOL. |
| AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19: | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990 PROVIDED TO GOVERNING BODY - FORM 990, PART VI, LINE 11A: | THE SCHOOL HAS DISTRIBUTED FORM 990 TO THE FULL BOARD OF TRUSTEES WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. THE SCHOOL BELIEVES THAT DONOR INFORMATION IS CONFIDENTIAL. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF FORM 990 (WITH REDACTED DONOR INFORMATION ON SCHEDULE B) WAS PROVIDED TO THE TRUSTEES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University School Alumni Association | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20701 Brantley Road | AddressLine1 |
| City | Shaker Heights | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346513026 | EIN |
| Primary Activities | Alum Relation | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Univ School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University School Alumni Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $2,514,122 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments