2013-01-25T15:00:04-06:00 2012-06-30 CROWE HORWATH LLP 105 Continental Place Suite 200 Brentwood TN 37027 990 2011-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 McClellan Rd Jackson TN 38305 CLAY LILIENSTERN 2012-02-15 true Rachel Spurlock P00520729 6153605500 2011 2016-02-25 16:41:14Z CLAY LILIENSTERN 232 McClellan Rd Jackson TN 38305 10894527 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. 16 15 203 300 0 0 200001 160944 9406031 9502242 35639 44950 744905 719342 10386576 10427478 139243 165578 0 0 6408916 6532948 0 0 109812 3191197 3259610 9739356 9958136 647220 469342 21310631 21704056 10187944 10123345 11122687 11580711 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 8613453 165578 9502242 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. 8613453 true true false false false false false false true true false false false true 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 23 0 true 203 true false false false false false false false false false false X 16 15 false false false false false false false true true false false true true true true true true true false false X Jessica Pinkerton 7316640812 232 MCLELLAN ROAD JACKSON TN 38305 ANITA HAMILTON 5.00 X X 0 0 0 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 CATHERINE KWASIGROH 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 NATHAN SPENCER 2.00 X 0 0 0 SALLY SLACK 2.00 X 0 0 0 CLAY LILIENSTERN 50.00 X 136909 0 25848 JESSICA PINKERTON 40.00 X 29296 0 4768 166205 0 30616 1 false true false CARE JANITORIAL 105F STONEBROOK PLACE JACKSON TN 38305 JANITORIAL SERVICES 162481 1 47837 113107 160944 TUITION AND FEES 611710 8548489 8548489 ANCILLARY SERVICES 611710 315092 315092 VARIOUS CLUB PROGRAM REVENUES 611710 231141 231141 TECHNOLOGY FEES 611710 140993 140993 ACTIVITY FEES 611710 104874 104874 161653 161653 0 0 9502242 38229 38229 0 0 2650 1800 850 0 850 850 329196 322475 6721 0 6721 6721 271546 47837 142774 128772 128772 0 0 CAFETERIA INCOME 722210 589720 589720 0 0 0 0 589720 10427478 9502242 0 764292 0 165578 165578 0 0 196821 196821 84936 84936 5311327 5084951 226376 173655 166390 7265 352365 337365 15000 413844 397290 16554 0 0 33316 33316 0 0 2934 2934 234453 215369 15059 4025 92445 92445 301736 5106 234693 61937 12453 12453 0 564800 215512 349288 23185 23185 0 7207 7207 368041 368041 0 518045 489265 28780 0 CAFETERIA EXPENSE 544670 544670 AUXILLARY AND ATHLETICS EXPENSE 319962 149646 170316 INSTRUCTIONAL EXPENSE 126167 126167 DUES & SUBSCRIPTIONS 66346 66346 43850 0 0 43850 9958136 8613453 1234871 109812 0 2603467 3533942 2002682 1863380 59904 78165 51410 0 24365811 8637188 16087571 15728623 405790 409771 0 0 0 0 99807 90175 21310631 21704056 580451 509891 870262 1259843 8621949 8215810 115282 137801 10187944 10123345 X 10692444 11147967 98504 101005 331739 331739 11122687 11580711 21310631 21704056 X 469342 -11318 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 405790 3981 409771 344644 61146 405790 327304 11253 6087 344644 325088 2216 327304 0.00000 0.81000 0.19000 false false 1329031 1329031 19307388 5461701 13845687 242944 242422 522 2939068 2472093 466975 547380 460972 86408 15728623 0 AGENCY FUNDS, NET 137801 137801 10427478 9958136 469342 -11318 0 -11318 458024 10392222 -11318 144574 133256 10258966 2934 165578 168512 10427478 9934198 144574 144574 9789624 2934 165578 168512 9958136 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 true false true Financial aid or assistance from a governmental agency Schedule E, Line 6a FEDERAL FUNDS WERE RECEIVED IN THE AMOUNT OF $6,505. THE FOLLOWING IS THE MAKE UP THE FUNDS RECEIVED: TITLE IIA: TECHNOLOGY INTEGRATION: $2,000 AP TRAINING: $1,253 ADMINISTRATOR TRAINING: $2,000 LOWER ELEMENTARY TRAINING: $1,252 HOLIDAY MART 180782 47837 132945 18500 10967 22960 WEE EXCHANGE 138601 138601 90347 0 319383 47837 271546 0 0 18500 10967 0 113307 142774 128772 FUNDRAISING EVENTS 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 79 165578 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 132909 0 4000 0 0 0 6266 0 19582 0 162757 0 0 0 THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 2010-05-27 8920000 SEE PART V false false false 589359 0 8920000 0 0 0 155000 0 0 0 8765000 0 2010 true false true true false false false false 0.0000 0.0000 0.0000 true false false false false false true DESCRIPTION OF PURPOSE PART I, COLUMN (F) REFUNDING OF PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON PRIOR BONDS ISSUED ON 9/19/2001, 7/29/2003, AND 5/27/2009 ELIZABETH ORR FAMILY RELATIONSHIP WITH TRUSTEE, CATHERINE KWASIGROH 33413 COMPENSATION false REBECCA LILIENSTERN FAMILY MEMBER OF CLAY LILENSTERN, CURRENT HEAD OF SCHOOL 51523 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 IN MAY 2012. 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. COMPENSATION OF OTHER OFFICERS FORM 990, PART VI, LINE 15B THE PROCESS FOR DETERMINING COMPENSATION FOR THE OTHER OFFICERS OF THE ORGANIZATION IS CONDUCTED BY THE HEAD OF SCHOOL. 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. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -11318;