2012-05-14T13:29:30-05:00 2011-06-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2010-07-01 340714720 UNIVERSITY SCHOOL UNIV 2169320400 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 DAVID J WRIGHT 2012-05-11 CHRISTOPHER B ANDERSON 2163630100 2010 2016-02-24 21:20:13Z STEVE MURRAY 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 68752851 false X WWW.US.EDU X 1890 OH 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. 47 47 437 100 0 0 8449853 19481808 20728710 21080624 2203375 5214552 12260 85814 31394198 45862798 3612767 3743175 0 0 15454099 16204924 0 0 2277946 8163719 9694524 27230585 29642623 4163613 16220175 108687076 131782357 20405183 20664236 88281893 111118121 X 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. false false 24745063 3743175 21080624 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 865 FULL-TIME STUDENTS ENROLLED AT THE SCHOOL DURING THE 2010-2011 SCHOOL YEAR. 24745063 true true false false false false false false true true true false true true true false true true false true false false false true false false false true true true false false false false false false false false false false true false false false false true true true false false true 53 0 true 437 true false true CJ CA false false false false false false false false X 47 47 true false false false false false false true true false false true true true true true true true true false X DAVID J WRIGHT 2169320400 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 HENRY MEYER 1.0 X X 0 0 0 PETER ADAMS 1.0 X X 0 0 0 MARC BYRNES 1.0 X X 0 0 0 DAVID FULTON JR 1.0 X X 0 0 0 JAMES GRISWOLD 1.0 X X 0 0 0 JON OUTCALT 1.0 X X 0 0 0 CHRISTOPHER SMYTHE 1.0 X X 0 0 0 ROBERT MC CREARY 1.0 X X 0 0 0 DALE ADLER 1.0 X 0 0 0 DARRICK ANTELL 1.0 X 0 0 0 BRENT BALLARD SR 1.0 X X 0 0 0 THOMAS BARRY 1.0 X X 0 0 0 CHRISTY JONES BITTENBENDER 1.0 X 0 0 0 ARTHUR CLEMENTS III 1.0 X 0 0 0 BETTY ENGLISH 1.0 X X 0 0 0 C MARTIN HARRIS 1.0 X 0 0 0 JEFF HEINEN 1.0 X X 0 0 0 RICHARD HOLLINGTON 1.0 X 0 0 0 RICHARD HORVITZ 1.0 X 0 0 0 RICHARD MARSHALL 1.0 X 0 0 0 WILLIAM MATTHES 1.0 X 0 0 0 NANCY MC GINTY 1.0 X 0 0 0 MARK MEAD 1.0 X 0 0 0 BRIAN MURPHY 1.0 X 0 0 0 DAVID OUTCALT 1.0 X X 0 0 0 MITCHEL SANBORN 1.0 X 0 0 0 NEIL THOMPSON 1.0 X 0 0 0 TYLER ZACHEM 1.0 X 0 0 0 THOMAS TORMEY 1.0 X X 0 0 0 DURGA CHIGURAPATI 1.0 X 0 0 0 DAVID DEMUTH 1.0 X 0 0 0 DEBORAH DONLEY 1.0 X 0 0 0 MICHAEL FOUST 1.0 X 0 0 0 BARBARA GRATRY 1.0 X 0 0 0 JOHN GRISWOLD 1.0 X 0 0 0 SUBER HUANG 1.0 X 0 0 0 JAMES KRALIK 1.0 X 0 0 0 CHARLES MYERS 1.0 X 0 0 0 WILLIAM OBERNDORF 1.0 X 0 0 STEPHEN OSBORN 1.0 X 0 0 0 LARRY POLLOCK 1.0 X 0 0 0 JEREMIAH ROBINS 1.0 X 0 0 0 WILLIAM SCHWEITZER 1.0 X 0 0 0 JOHN SINNEBERG 1.0 X 0 0 0 FREDERICK STUEBER II 1.0 X 0 0 0 JD SULLIVAN 1.0 X 0 0 0 STEVEN TERRELL 1.0 X 0 0 0 STEVE MURRAY 40.0 X 285019 0 122453 DAVID WRIGHT 40.0 X 158929 0 43348 DONALD MOLTEN 40.0 X 141702 0 26498 WILLIAM O'NEIL 40.0 X 136128 0 27403 JONATHAN BRIDGE 40.0 X 177759 0 45523 CLARK WIGHT 40.0 X 172222 0 49111 GAIL STEIN 40.0 X 114178 0 24012 1185937 0 338348 7 false true false CENTERBROOK ARCHITECTS PO BOX 955 CENTERBROOK CT 06409 ARCHITECT 1392460 ALBERT M HIGLEY 2926 CHESTER AVE CLEVELAND OH 44114 CONSTRUCTION 208886 JP COMPASS CONSTRUCTION 13660 HALL ROAD CHARDON OH 44024 CONSTRUCTION 620446 ADCOM COMMUNICATIONS 1370 WEST 6TH - 3RD FLOOR CLEVELAND OH 44113 ADVERTISING 110727 PROJECT CONSTRUCTION SERVICES 1360 E 9TH STREET STE 910 CLEVELAND OH 44114 PROJECT MANAGEMENT 164156 6 73611 2125404 278032 17004761 2565689 19481808 ACADEMIC TUITION 900099 17799530 17799530 STUDENT FEES 900099 2290041 2290041 AUXILIARY FUNCTIONS 900099 805263 805263 OTHER OPERATING INCOME 900099 185790 185790 21080624 2011646 2011646 0 0 35963 35963 35963 35963 26000715 22797809 3202906 3202906 3202906 142095 73611 92244 49851 49851 0 0 0 45862798 21080624 5300366 0 3743175 3743175 0 0 448400 112100 224200 112100 0 11743919 10244905 1014142 484872 1125997 867018 225199 33780 1982931 1526857 396586 59488 903677 695832 180735 27110 0 28240 26828 1412 69420 65948 3472 0 0 0 0 330233 330233 694704 555763 138941 390910 390910 0 0 0 0 0 625172 625172 0 1790424 1790424 141335 141335 UTILITIES 793327 793327 AUXILIARY OPERATIONS 912397 912397 FOOD & SUPPLIES 486620 486620 PROVISION FOR UNCOLL.PLEDGES 1555528 1555528 OTHER OPERATING EXPENSES 443817 420458 23359 1432397 1108537 323676 184 29642623 24745063 2619614 2277946 2943222 3115420 2908586 13192709 460663 358417 193948 182208 655661 952127 66225124 31504688 33754160 34720436 31798510 33976542 35785019 35365081 187307 9919417 108687076 131782357 1613766 1619675 1739432 2317147 16564285 16203414 487700 524000 20405183 20664236 X 46452169 52083712 10492428 22468663 31337296 36565746 88281893 111118121 108687076 131782357 X 16220175 6616053 X X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58400373 949770 11288487 6990660 63647970 54685456 1042157 6421863 3749103 58400373 69913995 1729442 -12012700 4945281 54685456 0.50090 0.49910 0.00000 false false 2691144 2691144 61174454 29588888 31585566 2265087 1915800 349287 94439 94439 34720436 ALTERNATIVE INVESTMENTS 31923534 F BENEFICIAL INTEREST IN TRUST 3343416 F BENEFICIAL INTEREST IN ESTATE 98131 F 35365081 BOND ISSUANCE COSTS - NET 276045 CASH DESIGNATED FOR BULIDING 9643372 9919417 0 SPLIT INTEREST AGREEMENTS 524000 524000 45862798 29642623 16220175 6616053 6616053 22836228 49070333 6616053 334657 6950710 42119623 3743175 3743175 45862798 26225581 326133 326133 25899448 3743175 3743175 29642623 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 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 ASSOCAITION'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 XII, LINE 2D: NET REVENUE OF UNIVERSITY SCHOOL ALUMNI ASSOCIATION WHICH WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS WITH UNIVERSITY SCHOOL: $334,657 OTHER CHANGES IN EXPENSES, PART XIII, LINE 2D: NET EXPENSES OF UNIVERSITY SCHOOL ALUMNI ASSOCIATION WHICH WERE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS WITH UNIVERSITY SCHOOL: $326,133 true true true true true true true false false false false false false false false true false true 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. Central America and the Caribbean Investments 7250900 North America Investments 1500000 8750900 8750900 true false true false true false Auction 215706 73611 142095 92244 0 215706 73611 142095 92244 92244 49851 true STUDENT FINANCIAL AID 267 3743175 Monitoring Use of Grant Funds, Part I, Line 2: 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. X X X X false true X X X X false true false false false false false false false STEVE MURRAY 238019 0 0 0 47000 0 40000 0 82453 0 407472 0 0 0 DAVID WRIGHT 158929 0 0 0 0 0 15000 0 28348 0 202277 0 0 0 DONALD MOLTEN 141702 0 0 0 0 0 0 0 26498 0 168200 0 0 0 WILLIAM O'NEIL 136128 0 0 0 0 0 0 0 27403 0 163531 0 0 0 JONATHAN BRIDGE 162759 0 0 0 15000 0 0 0 45523 0 223282 0 0 0 CLARK WIGHT 142222 0 0 0 30000 0 0 0 49111 0 221333 0 0 0 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. MURRARY, 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 HEADMASTER AND FINANCE DIRECTOR. CONTRIBUTIONS OF $40,000 FOR MR. MURRAY (HEADMASTER) AND $15,000 FOR MR. WRIGHT (FINANCE DIRECTOR) WERE MADE TO THE PLAN DURING THIS FISCAL YEAR. CUYAHOGA COUNTY ECONOMIC DEVELOPMENT REVENUE BONDS 340714720 2009-12-01 15845000 EDUCATIONAL FACILITIES false false false CUYAHOGA COUNTY ECONOMIC DEVELOPMENT REVENUE BONDS 340714720 2010-12-13 17000000 EDUCATIONAL FACILITIES false false false 0 14942300 15845000 0 0 0 204335 0 0 0 0 0 2010 true false true true 0 0 17000000 0 0 0 127000 0 0 0 0 16873000 false false false false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 false false false false false false false false true true JP MORGAN CHASE 4. false false false false false X 12 2565689 FMV 0 false false true USE OF THIRD PARTIES, PART I, LINE 32A: THE SCHOOL USES A SECURITIES BROKER TO SELL CERTAIN DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW FAIR MARKET VALUE. FAMILY RELATIONSHIPS, FORM 990, PART VI, LINE 2: JAMES GRISWOLD AND JOHN GRISWOLD HAVE A FAMILY RELATIONSHIP. JON OUTCALT AND DAVID OUTCALT 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. OTHER CHANGES IN NET ASSETS, FORM 990, PART XI, LINE 5: UNREALIZED GAIN ON INVESTMENTS: $6,616,053 University School Alumni Association 20701 Brantley Road Shaker Heights OH 44122 346513026 Alum Relation OH 501(c)(3) 11A Univ School false false true false false false false false false false false false false false false false false false University School Alumni Association C 2125404