2014-04-11T08:00:03-05:00 2013-06-30 CROWE HORWATH LLP 105 Continental Place Suite 200 Brentwood TN 37027 990 2012-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 McClellan Rd Jackson TN 38305 STUART HIRSTEIN 2014-03-07 true Rachel Spurlock P00520729 6153605500 2012 2015-11-30 17:44:51Z STUART HIRSTEIN 232 McClellan Rd Jackson TN 38305 11433198 false 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 15 199 300 0 160944 191633 9502242 9804422 44950 68435 719342 675952 10427478 10740442 165578 209231 0 0 6532948 7006556 0 0 159364 3259610 3320563 9958136 10536350 469342 204092 21704056 21702359 10123345 9916461 11580711 11785898 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. false false 9242584 209231 9804422 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. 9242584 true true false false false false false true true true false false false false false true false true false false false false false true false false false true true true false false false false false false false false true false false false false false false false false false false false true 22 0 true 199 true false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false X Jessica Pinkerton 7316640812 232 MCLELLAN ROAD JACKSON TN 38305 JOSEPH CRENSHAW 2.00 X X 0 0 0 RICHARD AYERS 2.00 X X 0 0 0 STEVE MARONEY 2.00 X X 0 0 0 CAMILLE JONES 2.00 X 0 0 0 CHARLIE GARRETT 2.00 X 0 0 0 DON ALLEN 2.00 X 0 0 0 ED WOODSIDE 2.00 X 0 0 0 GINA SMITH 2.00 X 0 0 0 JAMES KIRKLAND 2.00 X 0 0 0 JASON SAMMONS 2.00 X 0 0 0 JOHN NEW 2.00 X 0 0 0 JOHN T NELSON 2.00 X 0 0 0 LEE DRIVER 2.00 X 0 0 0 NATHAN SPENCER 2.00 X 0 0 0 SARAH PUCEK 2.00 X 0 0 0 CLAY LILIENSTERN 50.00 X 142986 0 22391 JESSICA PINKERTON 40.00 X 29760 0 1819 172746 0 24210 1 false true false CARE JANITORIAL 105F STONEBROOK PLACE JACKSON TN 38305 JANITORIAL SERVICES 165579 1 48390 143243 191633 TUITION AND FEES 611710 8852325 8852325 ANCILLARY SERVICES 611710 391278 391278 VARIOUS CLUB PROGRAM REVENUES 611710 268710 268710 TECHNOLOGY FEES 611710 138775 138775 ACTIVITY FEES 611710 103864 103864 49470 49470 0 0 9804422 31249 31249 0 0 2150 2104 46 0 46 46 594750 557564 37186 0 37186 37186 229089 48390 133088 96001 96001 0 0 CAFETERIA INCOME 722210 579905 579905 0 0 0 0 0 0 579905 10740442 9804422 0 744387 0 209231 209231 0 0 196422 196422 33595 33595 5676714 5441392 235322 186069 178341 7728 448940 430320 18620 464816 446223 18593 0 0 29123 29123 0 0 4656 4656 260514 17916 242598 0 106288 106288 270714 120834 149880 0 0 518280 451028 67252 23243 23243 0 79427 79427 523720 523720 0 562894 531622 31272 14633 14633 CAFETERIA EXPENSE 316619 316619 AUXILLARY AND ATHLETICS EXPENSE 411111 231260 20487 159364 INSTRUCTIONAL EXPENSE 106513 106513 DUES & SUBSCRIPTIONS 72162 72162 20666 7548 13118 0 10536350 9242584 1134402 159364 0 3533942 3865318 1863380 1635263 78165 101342 0 0 0 24620528 9260253 15728623 15360275 409771 672420 0 0 0 0 90175 67741 21704056 21702359 509891 710752 1259843 1119201 8215810 7904349 137801 182159 0 0 10123345 9916461 X 11147967 11326978 101005 127181 331739 331739 11580711 11785898 21704056 21702359 204092 1095 0 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 409771 35833 445604 405790 3981 409771 344644 61146 405790 327304 11253 6087 344644 325088 2216 327304 0.74450 0.25550 false false 1329031 1329031 19585447 6129235 13456212 0 0 0 2972065 2462270 509795 733985 668748 65237 15360275 0 0 Explanation of escrow agreement Schedule D, Part IV, Line 2b THE SCHOOL HOLDS SPECIFIC FUNDS FOR VARIOUS STUDENT BODY ORGANIZATIONS. Intended uses of endowment funds Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL. true true true true true true true false false false false false false false false false false true Racially nondiscriminatory policy Schedule E, Part I, Line 3 SOLICITATION AND MARKETING MATERIALS, SCHOOL POLICIES, AND ADVERTISING PLACED IN A LOCAL NEWSPAPER, PUBLICIZE THE SCHOOL'S NONDISCRIMINATORY POLICIES. HOLIDAY MART 157420 48390 109030 18500 10724 24482 WEE EXCHANGE 120059 120059 79382 0 277479 48390 229089 0 0 18500 10724 0 103864 133088 96001 FUNDRAISING EVENTS SCHEDULE G, PART II THE WEE EXCHANGE FUNDRAISING EVENT IS AN ANNUAL EVENT HELD BY THE ORGANIZATION. THE ORGANIZATION HOLDS A CONSIGNMENT SALE OF CHILDREN'S, WOMEN'S AND MEN'S CLOTHING; TOYS, GAMES, BOOKS AND SPORTING GOODS; AND BABY ITEMS, NURSERY AND INFANT PRODUCTS. CONSIGNORS RECEIVE 65% OF SALES PROCEEDS AND THE ORGANIZATION RETAINS 35%. VOLUNTEERS FOR THE EVENT GET EARLY SHOPPING PRIVILEGES. THERE ARE NO CHARITABLE CONTRIBUTIONS ATTRIBUTABLE TO THIS EVENT. true FINANCIAL AID 83 209231 0 N/A N/A Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE GRANTS ARE APPLIED DIRECTLY AGAINST STUDENT TUITION AND FEES. X X X false false false false false false false false false CLAY LILIENSTERN 136986 0 6000 0 0 0 5839 0 16552 0 165377 0 0 0 A THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 2013-04-01 7978000 REFUNDING OF PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON PRIOR BONDS ISSUED ON 5/27/2010. false false false A 73651 0 7978000 0 0 0 78000 0 0 0 7900000 0 2013 true false true true A false false false false false false 0.0000 0.0000 0.0000 false false 0.0000 false false A false true false false false false 0.0 false false false 0.0 false false false A false REBECCA LILIENSTERN FAMILY MEMBER OF CLAY LILIENSTERN, CURRENT HEAD OF SCHOOL 31384 COMPENSATION false Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a ARTICLE 7, SECTION 7.5(C): BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE SUPERVISION OF THE ADMINISTRATION AND PROPERTY OF THE CORPORATION EXCEPT AND UNLESS SPECIFICALLY NOT EMPOWERED BY THE BOARD OF TRUSTEES TO DO SO. THE EXECUTIVE COMMITTEE MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, OR PROVISIONS OF THE BY-LAWS. THE EXECUTIVE COMMITTEE MAY NOT REMOVE OR APPOINT THE HEAD OF SCHOOL OR TAKE ANY ACTION RESERVED TO THE BOARD OF TRUSTEES BY THESE BY-LAWS OR BY PRIOR ACTION OF THE BOARD OF TRUSTEES. IN THE ABSENCE OF ANY LIMITATIONS PLACED ON THE EXECUTIVE COMMITTEE BY THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL POWERS OF THE BOARD OF TRUSTEES AND THE MANAGEMENT OF THE CORPORATION AND ITS AFFAIRS WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, WITH THE EXCEPTION, HOWEVER, THAT THE EXECUTIVE COMMITTEE MAY NOT ADOPT, AMEND, OR REPEAL THE ARTICLES OR BY-LAWS OF THE CORPORATION NOR BUY, SELL, OR OTHERWISE DISPOSE OF ASSETS OF THE CORPORATION, WITHOUT HAVING FIRST OBTAINED AUTHORIZATION FROM THE BOARD OF TRUSTEES. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b INITIAL REVIEW OF THE FORM 990 IS 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. Conflict of interest policy 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. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a 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. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b PERFORMANCE REVIEWS WERE CONDUCTED FOR THE OTHER OFFICER 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. Governing documents, conflict of interest policy and financial statements available to the public 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.