UNIVERSITY SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY SCHOOL (EIN 34-0714720)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421359349303372
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T10:05:32-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714720 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID J WRIGHT | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 2169320400 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID WRIGHT | Name |
| Title | FINANCE DIRECTOR | Title |
| Phone | 2169320400 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER B ANDERSON | Name |
| Phone | 2163630100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE MURRAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 59205785 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.US.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 49 | NbrIndependentVotingMembers |
| Total Nbr Employees | 433 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 15790200 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9280183 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21958438 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22848826 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2904452 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1428641 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17463 | OtherRevenuePriorYear |
| Other Revenue Current Year | 49020 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40670553 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33606670 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3758310 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3821470 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16582346 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17468848 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 961151 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8951477 | OtherExpensePriorYear |
| Other Expenses Current Year | 9030861 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29292133 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30321179 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11378420 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3285491 | RevenuesLessExpensesCY |
| Total Assets BOY | 157107334 | TotalAssetsBOY |
| Total Assets EOY | 167071709 | TotalAssetsEOY |
| Total Liabilities BOY | 38307531 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39358286 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 118799803 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 127713423 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26186424 | Expense |
| Grants | 3821470 | Grants |
| Revenue | 22848826 | Revenue |
| Description | 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 APPROXIMATELY 900 FULL-TIME STUDENTS ENROLLED AT THE SCHOOL DURING THE 2012-2013 SCHOOL YEAR. | Description |
| Total Program Service Expense | 26186424 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 433 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UC | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 49 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID J WRIGHT | NamePerson |
| Telephone Number | 2169320400 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (56 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| HENRY MEYER III | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| PETER ADAMS | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| MARC BYRNES | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| DAVID FULTON JR | |||||||
| PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| JAMES GRISWOLD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| CHRISTOPHER SMYTHE | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| ROBERT MC CREARY III | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| DALE ADLER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| RICHARD C BRYAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| BRENT BALLARD SR | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | ||
| THOMAS BARRY | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| ARTHUR CLEMENTS III | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| MATTHEW V CRAWFORD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| C MARTIN HARRIS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| JEFF HEINEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| RICHARD HOLLINGTON III | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| CHRISTOPHER M GORMAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| WILLIAM MATTHES | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| NANCY MC GINTY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| MARK MEAD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| BRIAN MURPHY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| DAVID OUTCALT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| MITCHEL SANBORN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| NEIL THOMPSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| TYLER ZACHEM | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| THOMAS TORMEY | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| DURGA CHIGURAPATI | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| DAVID DEMUTH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| DEBORAH DONLEY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| MICHAEL FOUST | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | ||
| JOHN GRISWOLD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| SUBER HUANG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| JAMES KRALIK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| CHARLES MYERS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| WILLIAM OBERNDORF | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| STEPHEN OSBORN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| LARRY POLLOCK | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| JEREMIAH ROBINS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| WILLIAM SCHWEITZER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| JOHN SINNEBERG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| FREDERICK STUEBER II | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| JD SULLIVAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| STEVEN TERRELL | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | ||
| FRANKLIN P FLOYD JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| RICHARD P STOVSKY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| JOHN GHERLEIN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| RONALD S LEE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| CARL P SJOGREEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| DAVID M SMITH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | |||
| STEVE MURRAY | |||||||
| HEADMASTER | 40.0 | X | 674697 | 142457 | |||
| DAVID WRIGHT | |||||||
| FINANCE DIRECTOR | 40.0 | X | 170488 | 61549 | |||
| DONALD MOLTEN | |||||||
| ASSOCIATE HEADMASTER | 40.0 | 120378 | 26574 | X | |||
| WILLIAM O'NEIL | |||||||
| UPPER SCHOOL DIRECTOR | 40.0 | 161620 | 31057 | X | |||
| JONATHAN BRIDGE | |||||||
| DIRECTOR OF ADVANCEMENT | 40.0 | 185038 | 52762 | X | |||
| GAIL STEIN | |||||||
| LOWER SCHOOL DIRECTOR | 40.0 | 140211 | 28187 | X | |||
| RONALD GRANT | |||||||
| ATHLETIC DIRECTOR | 40.0 | 252062 | 9594 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1704494 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 352180 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CENTERBROOK ARCHITECTS | |||||
| PO BOX 955 | CENTERBROOK | CT | 06409 | ARCHITECT | 1582244 |
| ALBERT M HIGLEY | |||||
| 2926 CHESTER AVE | CLEVELAND | OH | 44114 | CONSTRUCTION | 14372486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 2213883 | RelatedOrganizations |
| Government Grants | 276539 | GovernmentGrants |
| All Other Contributions | 6789761 | AllOtherContributions |
| Noncash Contributions | 1253524 | NoncashContributions |
| Total Contributions | 9280183 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ACADEMIC TUITION | 900099 | 19031365 | 19031365 |
| STUDENT FEES | 900099 | 2891670 | 2891670 |
| AUXILIARY FUNCTIONS | 900099 | 875898 | 875898 |
| OTHER OPERATING INCOME | 900099 | 49893 | 49893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22848826 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1956857 | TotalRevenueColumn |
| Exclusion | $1,956,857 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49020 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49020 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49020 | TotalRevenueColumn |
| Exclusion | $49,020 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25060847 | Securities |
| Other | 10052 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25599115 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -538268 | Securities |
| Other | 10052 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -528216 | TotalRevenueColumn |
| Exclusion | -$528,216 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33606670 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22848826 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,477,661 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3821470 | Total |
| Program Services | 3821470 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482500 | Total |
| Program Services | 120625 | ProgramServices |
| Management And General | 241250 | ManagementAndGeneral |
| Fundraising | 120625 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12637422 | Total |
| Program Services | 10647906 | ProgramServices |
| Management And General | 1389847 | ManagementAndGeneral |
| Fundraising | 599669 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1163939 | Total |
| Program Services | 896233 | ProgramServices |
| Management And General | 232788 | ManagementAndGeneral |
| Fundraising | 34918 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2194268 | Total |
| Program Services | 1689586 | ProgramServices |
| Management And General | 438854 | ManagementAndGeneral |
| Fundraising | 65828 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 990719 | Total |
| Program Services | 762853 | ProgramServices |
| Management And General | 198144 | ManagementAndGeneral |
| Fundraising | 29722 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13424 | Total |
| Management And General | 12753 | ManagementAndGeneral |
| Fundraising | 671 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65898 | Total |
| Management And General | 62603 | ManagementAndGeneral |
| Fundraising | 3295 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 744319 | Total |
| Program Services | 595455 | ProgramServices |
| Management And General | 148864 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732583 | Total |
| Program Services | 732583 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769351 | Total |
| Program Services | 769351 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2340130 | Total |
| Program Services | 2340130 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184925 | Total |
| Program Services | 184925 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UTILITIES | 692654 | 692654 | ||
| AUXILIARY OPERATIONS | 1056715 | 1056715 | ||
| FOOD & SUPPLIES | 490734 | 490734 | ||
| OTHER OPERATING EXPENSES | 600383 | 540345 | 30019 | 30019 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1339745 | Total |
| Program Services | 844859 | ProgramServices |
| Management And General | 418482 | ManagementAndGeneral |
| Fundraising | 76404 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30321179 | Total |
| Program Services | 26186424 | ProgramServices |
| Management And General | 3173604 | ManagementAndGeneral |
| Fundraising | 961151 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3803578 | BOY |
| EOY | 4121922 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13007993 | BOY |
| EOY | 13561236 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189955 | BOY |
| EOY | 196598 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182644 | BOY |
| EOY | 177241 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1130463 | BOY |
| EOY | 1186841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96288937 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35108523 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50578413 | BOY |
| EOY | 61180414 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34130214 | BOY |
| EOY | 39772801 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37032749 | BOY |
| EOY | 34736596 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17051325 | BOY |
| EOY | 12138060 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157107334 | BOY |
| EOY | 167071709 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3628459 | BOY |
| EOY | 3595724 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2429028 | BOY |
| EOY | 2611625 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31262282 | BOY |
| EOY | 32243580 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 987762 | BOY |
| EOY | 907357 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38307531 | BOY |
| EOY | 39358286 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47568899 | BOY |
| EOY | 65191656 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33263394 | BOY |
| EOY | 21428704 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37967510 | BOY |
| EOY | 41093063 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118799803 | BOY |
| EOY | 127713423 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157107334 | BOY |
| EOY | 167071709 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3285491 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5628129 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65623912 | BeginningOfYearBalance |
| Contributions | 3265084 | Contributions |
| Investment Earnings Or Losses | 7307832 | InvestmentEarningsOrLosses |
| Other Expenditures | 3725377 | OtherExpenditures |
| End Of Year Balance | 72471451 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63647970 | BeginningOfYearBalance |
| Contributions | 6010262 | Contributions |
| Investment Earnings Or Losses | -720323 | InvestmentEarningsOrLosses |
| Other Expenditures | 3313997 | OtherExpenditures |
| End Of Year Balance | 65623912 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58400373 | BeginningOfYearBalance |
| Contributions | 949770 | Contributions |
| Investment Earnings Or Losses | 11288487 | InvestmentEarningsOrLosses |
| Other Expenditures | 6990660 | OtherExpenditures |
| End Of Year Balance | 63647970 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54685456 | BeginningOfYearBalance |
| Contributions | 1042157 | Contributions |
| Investment Earnings Or Losses | 6421863 | InvestmentEarningsOrLosses |
| Other Expenditures | 3749103 | OtherExpenditures |
| End Of Year Balance | 58400373 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69913995 | BeginningOfYearBalance |
| Contributions | 1729442 | Contributions |
| Investment Earnings Or Losses | -12012700 | InvestmentEarningsOrLosses |
| Other Expenditures | 4945281 | OtherExpenditures |
| End Of Year Balance | 54685456 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.48463 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.51537 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2622851 | OtherCostOrOtherBasis |
| Book Value | 2622851 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90384060 | OtherCostOrOtherBasis |
| Depreciation | 33337920 | Depreciation |
| Book Value | 57046140 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3282026 | OtherCostOrOtherBasis |
| Depreciation | 1770603 | Depreciation |
| Book Value | 1511423 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 61180414 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 34567409 | F |
| BENEFICIAL INTEREST IN TRUST | 169187 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34736596 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COSTS - NET | 166430 |
| CASH DESIGNATED FOR BUILDING | 5628279 |
| CASH DESIGNATED FOR BOND DEBT | 6343351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12138060 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SPLIT INTEREST AGREEMENTS | $405,100 |
| INTEREST RATE SWAP | $502,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 907357 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 36368081 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5628129 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 611000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 343752 | OtherRevenues |
| Revenue Not Rptd F990 | 6582881 | RevenueNotRptdF990 |
| Revenue Subtotal | 29785200 | RevenueSubtotal |
| Other Revenues Not Included | 3821470 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3821470 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33606670 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27485356 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 611000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 374647 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 985647 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26499709 | ExpensesSubtotal |
| Other Expenses Not Included | 3821470 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3821470 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 30321179 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: $343,752. |
| 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: $374,647. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Publication of Racially Nondiscriminatory Policy, | 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, | 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
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| North America | Investments | 2186012 |
| Central America and the Caribbean | Investments | 2611654 |
| Europe (Including Iceland and Greenland) | Investments | 2765156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 7562822 | SubtotalAmountSpent |
| Total Amount Spent | 7562822 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 247 | NumberOfRecipients |
| Amount Of Cash Grant | 3821470 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring Use of Grant Funds, | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|
| STEVE MURRAY | |||||||
| HEADMASTER | 310448 | 311511 | 52738 | 0 | 142457 | 817154 | 200000 |
| DAVID WRIGHT | |||||||
| FINANCE DIRECTOR | 169750 | 0 | 738 | 15000 | 46549 | 232037 | |
| WILLIAM O'NEIL | |||||||
| UPPER SCHOOL DIRECTOR | 160750 | 0 | 870 | 0 | 31057 | 192677 | |
| JONATHAN BRIDGE | |||||||
| DIRECTOR OF ADVANCEMENT | 168800 | 15500 | 738 | 0 | 52762 | 237800 | |
| GAIL STEIN | |||||||
| LOWER SCHOOL DIRECTOR | 139900 | 0 | 311 | 0 | 28187 | 168398 | |
| RONALD GRANT | |||||||
| ATHLETIC DIRECTOR | 78326 | 173736 | 0 | 0 | 9594 | 261656 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: AS NOTED BELOW, THE ONE-TIME PAYMENT TO RONALD GRANT WAS GROSSED-UP FOR TAX PURPOSES. |
| 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. |
| ADDITIONAL INFORMATION REGARDING COMPENSATION, | PART I, LINE 7 AND PART II, COLUMN B(II): | THE AMOUNT IN COLUMN B(II) FOR STEVE MIRRAY OF $311,511 CONSISTS OF A PAYMENT FROM A SECTION 457(f) PLAN THAT MR. MURRAY RECEIVED IN JULY, 2012. THE PLAN WAS ESTABLISHED BY THE SCHOOL IN JULY OF 2007 WHEN IT CONTRIBUTED $200,000 TO THE PLAN. INVESTMENT INCOME OF $111,511 WAS EARNED ON THE FUNDS FROM THE INCEPTION OF THE PLAN. THE AMOUNT IN COLUMN B(II) FOR RONALD GRANT OF $173,736 WAS A ONE-TIME PAYMENT OF A YEARS OF SERVICE AWARD FOR MR. GRANT'S 43 YEARS WITH THE SCHOOL. THE SCHOOL WANTED THE AWARD TO NET TO $100,000 OF CASH AFTER TAXES, SO THE SCHOOL GROSSED-UP THE AWARD TO COVER THE TAX LIABILITIES ASSOCIATED WITH THE PAYMENT. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CUYAHOGA COUNTY ECONOMIC DEVELOPMENT REVENUE BONDS | |||||||
| A | 340714720 | 2010-12-13 | 17000000 | EDUCATIONAL FACILITIES | false | false | false |
| CUYAHOGA COUNTY ECONOMIC DEVELOPMENT REVENUE BONDS | |||||||
| B | 340714720 | 2012-11-01 | 15000000 | EDUCATIONAL FACILITIES | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 17000000 | 0 | 0 | 0 | 127000 | 0 | 0 | 16873000 | 0 | 0 | 2012 | true | false | true | true |
| B | 14920114 | 0 | 15000000 | 0 | 0 | 0 | 79886 | 0 | 0 | 0 | 0 | 0 | 2012 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||||||||||
| A | false | true | false | false | true | true | 16. | false | false | false | 0 | false | true |
| 0 | |||||||||||||
| B | false | true | false | false | false | false | false | 0 | false | true | |||
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1253524 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | USE OF THIRD PARTIES, | Identifier |
| Return Reference | PART I, LINE 32A: | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 VII, 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University School Alumni Association | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Univ School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University School Alumni Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 2213883 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
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