2011-05-02T17:00:38-05:00 2010-06-30 CROWE HORWATH LLP 105 Continental Place Suite 200 Brentwood TN 37027 990 2009-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 MCCLELLAN RD JACKSON TN 38305 CLAY LILIENSTERN 2011-04-29 true 6153605500 2009 2016-02-24 21:20:13Z CLAY LILIENSTERN 232 MCCLELLAN RD JACKSON TN 38305 10725527 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 18 18 187 300 0 276520 262121 8506512 9130093 51996 51507 794073 748745 9629101 10192466 102244 133064 0 0 5836910 6341575 0 0 114241 3358791 3120698 9297945 9595337 331156 597129 20273726 20592474 10422970 10154609 9850756 10437865 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 7235726 133064 9130093 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. 7235726 true true false false false false false false true true true false true false false false false false true false false false true false true false false false false false false false false false false true false false false false false false false false true 27 0 true 187 true false false false false false false false false false 18 18 false false false false false false false true true false false true true true true true true true false false TN X JESSICA PINKERTON 7316640812 232 MCLELLAN ROAD JACKSON TN 38305 DALE THOMAS 5 X X 0 0 0 CAMILLE JONES 2 X X 0 0 0 ANITA HAMILTON 5 X X 0 0 0 GINA SMITH 2 X 0 0 0 CATHERINE KWASIGROH 2 X 0 0 0 LYNDA GILBERT 2 X 0 0 0 RICHARD AYERS 2 X 0 0 0 DAVID TEAGUE 2 X 0 0 0 JACKIE TAYLOR 2 X 0 0 0 GREG STUART 2 X 0 0 0 STEVE MARONEY 2 X 0 0 0 SALLY SLACK 2 X 0 0 0 DAVID AHERRERA 2 X 0 0 0 DON ALLEN 2 X 0 0 0 JAMES KIRKLAND 2 X 0 0 0 JOHN T NELSON 2 X 0 0 0 JAMES ROSS 2 X 0 0 0 LAURA WILLIAMS 2 X 0 0 0 CLAY LILIENSTERN 50 X 127000 0 20600 JESSICA PINKERTON 40 X 36518 0 4388 163518 0 24988 1 false false false CARE JANITORIAL 105F STONEBROOK PLACE JACKSON TN 38305 JANITORIAL SERVICES 150913 1 0 0 54262 0 0 207859 50490 262121 TUITION AND FEES 8191342 8191342 0 0 ACTIVITY FEES 107130 107130 0 0 ANCILLARY SERVICES 335950 335950 0 0 TECHNOLOGY FEES 149002 149002 0 0 VARIOUS CLUB PROGRAM REVENUES 264446 264446 0 0 82223 82223 0 0 9130093 47404 0 0 47404 0 0 0 0 0 0 0 0 3415 0 3862 0 -447 0 -447 0 0 -447 370304 1250 367451 0 2853 1250 4103 0 0 4103 320371 54262 161748 158623 0 0 158623 0 0 0 0 0 0 0 0 0 0 0 0 CAFETERIA INCOME 585620 0 0 585620 VENDING 1194 0 0 1194 OTHER INCOME 3755 0 0 3755 0 0 0 0 590569 10192466 9130093 0 800252 0 0 133064 133064 0 0 0 0 168425 168425 0 0 0 0 0 0 5282385 5016069 266316 0 130716 0 130716 0 372461 0 372461 0 387588 0 387588 0 0 0 0 0 0 0 0 0 22200 0 22200 0 0 0 0 0 0 0 0 0 0 0 206818 206003 815 0 44168 0 44168 0 237036 6046 230990 0 0 0 0 0 0 0 0 0 407918 99403 308515 0 13233 0 13233 0 0 0 0 0 3232 0 3232 0 382319 382319 0 0 0 0 0 0 546913 516529 30384 0 40812 40812 0 0 CAFETERIA EXPENSES 299180 299180 0 0 BAD DEBT EXPENSE 146471 146471 0 0 BOND COSTS 197164 0 197164 0 FUNDRAISING EXPENSES 114241 0 0 114241 AUXILLARY AND ATHLETICS EXPENSES 360963 154184 206779 0 98030 67221 30809 0 9595337 7235726 2245370 114241 0 0 0 0 0 522892 1456352 2960953 124370 0 111936 76177 0 0 0 0 333107 0 0 0 1262 0 24018734 7440726 17068020 16578008 330916 344644 0 0 0 0 0 0 847763 109800 20273726 20592474 431103 501290 0 0 353317 639140 8295000 8920000 0 0 0 0 1143385 0 0 0 200165 94179 10422970 10154609 X 8420083 10069928 1110187 36198 320486 331739 0 0 0 0 0 0 9850756 10437865 20273726 20592474 X false true true X false X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 327304 11253 6087 344644 325088 2216 327304 0 1 0 false false 0 1329031 1329031 0 19256078 4402481 14853597 0 242944 238702 4242 0 2703571 2354806 348765 0 487110 444737 42373 16578008 0 AGENCY FUNDS, NET 94179 94179 10192466 9595337 597129 -12381 0 0 0 2361 -10020 587109 10214992 -12381 0 0 6223 -6158 10221150 0 -28684 -28684 10192466 9627882 0 0 0 165610 165610 9462272 0 133064 133064 9595336 Intended uses of endowment funds Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL. Other changes in net assets Schedule D, Part XI, Line 8 CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - 2361; OTHER - 0; TOTAL - 2361 Other revenues in audited financial statements not in form 990 Schedule D, Part XII, Line 2d CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS - 2361; RENTAL EXPENSES - 3862; OTHER - 0; TOTAL - 6223 Other revenues in form 990 not in audited financial statements Schedule D, Part XII, Line 4b GRANTS/FINANCIAL ASSISTANCE TO INDIVIDUALS - 133064; FUNDRAISING EVENT EXPENSES - -161748; OTHER - 0; TOTAL - -28684 Other expenses in audited financial statements not in form 990 Schedule D, Part XIII, Line 2d FUNDRAISING EVENT EXPENSES - 161748; RENTAL EXPENSES - 3862; OTHER - 0; TOTAL - 165610 Other expenses in form 990 not in audited financial statements Schedule D, Part XIII, Line 4b FINANCIAL ASSISTANCE TO INDIVIDUALS - 133064; OTHER - 0; TOTAL - 133064 true true true SOLICITATION AND MARKETING MATERIALS, SCHOOL POLICIES, AND ADVERTISING PLACED IN A LOCAL NEWSPAPER, PUBLICIZE THE SCHOOL'S NONDISCRIMINATORY POLICIES. true true true true false false false false false false false false true false true HOLIDAY MART 200089 43480 156609 18500 11373 36147 WEE EXCHANGE 120608 120608 77829 1 53936 10782 43154 13555 4344 374633 54262 320371 32055 11373 118320 161748 158623 true FINANCIAL AID 62 133064 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. THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 000000000 2010-05-27 8920000 REFUNDING OF PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON THE ISSUE DATE false false 8920000 0 0 0 155000 0 0 2010 true false true true false false false false true 0.000 0.000 0.000 true false false false 0.0 false 0.0 false true X PLAYGROUND EQUIPMENT 1 50490 MARKET VALUE false true false Review of form 990 by governing body Form 990, Part VI, Section B, Line 11A 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 FILING THE RETURN WITH THE IRS. ALL MEMBERS RECEIVE A FINAL COPY OF THE RETURN FILED 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 2010. 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. Public Disclosure 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. Financial aid or assistance from a governmental agency Schedule E, Line 6a FEDERAL FUNDS WERE RECEIVED UNDER THE NO CHILD LEFT BEHIND LEGISLATION THROUGH THE JACKSON-MADISON COUNTY SCHOOL DISTRICT IN THE AMOUNT OF $12,622. THE FOLLOWING MAKE UP THE FUNDS RECEIVED: - TITLE IIA - PROFESSIONAL DEVELOPMENT $11,493 - TITLE IID- TECHNOLOGY $1,129 COMPENSATION FOR OTHER OFFICERS FORM 990, PART VI, SECTION B, LINE 15B THE PROCESS FOR DETERMINING COMPENSATION FOR THE OTHER OFFICERS OF THE ORGANIZATION IS CONDUCTED BY THE HEAD OF SCHOOL. SCHEDULE K, PART II, LINE 5 TAX EXEMPT BOND ISSUANCE COSTS TOTAL COSTS RELATED TO ISSUANCE WERE $155,000.