2023-05-15T19:42:58-05:00 2022-06-30 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990 2021-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 MCCLELLAN RD JACKSON TN 38305 DON ROE HEAD OF SCHOOL 7316640812 2023-05-15 1 DON ROE 999009999 KELLY S CROW P01519168 9016822431 2023-05-14 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z DON ROE 232 MCCLELLAN RD JACKSON TN 38305 16210214 0 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 POTENTIAL. 15 15 284 300 0 0 2094084 2437102 11181817 12182261 159730 53382 2148950 1077279 15584581 15750024 372058 397902 0 0 8125614 8552673 0 0 297738 4682115 5016952 13179787 13967527 2404794 1782497 24986142 25646980 9185139 8581282 15801003 17065698 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. 0 0 12260925 397902 13046579 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 PROVED 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 INFORMAED WORLD CITIZENS. 12260925 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 48 0 1 284 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RANDY OLSWING 7316640812 232 MCCLELLAN ROAD JACKSON TN 38305 JOHN WHYBREW CHAIRMAN 2.00 X X 0 0 0 GEOFFREY LINDLEY VICE CHAIRMAN 2.00 X X 0 0 0 CAROLINE CAMPBELL TRUSTEE 2.00 X 0 0 0 JENNIFER CRAIG TRUSTEE 2.00 X 0 0 0 BRIAN DOUGAN TRUSTEE 2.00 X 0 0 0 MATT FITE TRUSTEE 2.00 X 0 0 0 ANITA HAMILTON TRUSTEE 2.00 X 0 0 0 STEPHAN HAMMOND TRUSTEE 2.00 X 0 0 0 DARRELL KING TRUSTEE 2.00 X 0 0 0 STEVE MARONEY TRUSTEE 2.00 X 0 0 0 PRESTON MILLER TRUSTEE 2.00 X 0 0 0 ASHBY SCOTT TRUSTEE 2.00 X 0 0 0 TREY TEAGUE TRUSTEE 2.00 X 0 0 0 KATHRYN TUCKER TRUSTEE 2.00 X 0 0 0 SARA JANE VIA TRUSTEE 2.00 X 0 0 0 DON ROE HEAD OF SCHOOL 50.00 X 154250 0 72164 RUSSELL ELLIS CHIEF DEVELOPMENT OFFICER 40.00 X 120361 0 4810 274611 0 76974 2 0 1 0 GOURMET YOUR WAY LLC PO BOX 10786 JACKSON TN 38308 CAFETERIA PROVIDER 727083 PEEBLES SPORTS COURTS LLC 141 VIAJERO DRIVE HOT SPRINGS VILLAGE AR 71909 TENNIS COURTS SURFACE CONTRACTOR 494000 VOYA FINANCIAL 24 OLD HICKORY COVE JACKSON TN 38305 403B RETIREMENT PLAN 484107 UNITED HEALTHCARE 5901 LINCOLN DRIVE MINNEAPOLIS MN 55436 INSURANCE 473750 HOYT HAYES CONSTRUCTION PO BOX 1028 JACKSON TN 38302 CONSTRUCTION CONTRACTOR 447284 5 44062 628679 1764361 2437102 TUITION AND FEES 611710 10886403 10886403 ANCILLIARY SERVICES 611710 701025 701025 VARIOUS CLUB PROGRAM REVENUES 611710 278205 278205 TUITION FINANCE FEES 611710 230970 230970 ATHLETIC GATE RECEIPTS 611710 85658 85658 12182261 63761 63761 26570 3395 23175 23175 23175 254400 175345 271254 168870 -16854 6475 -10379 -10379 229632 44062 16671 212961 212961 CAFETERIA INCOME 722210 820571 820571 MISC REVENUE - EXCLUDED 900099 20572 20572 841143 15750024 13046579 0 266343 397902 397902 166400 166400 7161585 6582823 408512 170250 684704 630037 38564 16103 539984 497299 30129 12556 29489 29489 53978 53978 37974 37974 59119 59119 609788 451296 149504 8988 1160222 1122220 19001 19001 173797 173797 1027076 924368 51354 51354 12253 11283 684 286 CONTRACTED SERVICES 920987 724171 196816 MISCELLANEOUS 533307 247031 267076 19200 ATHLETIC EXPENSE 181522 181522 DUES AND SUBSCRIPTIONS 127531 60867 66664 89909 89909 13967527 12260925 1408864 297738 699336 709198 3426012 2268227 1688807 1536354 132003 55806 31668219 12356541 17117591 19311678 1430938 1255172 491455 510545 24986142 25646980 1724704 1039835 867037 893614 6414078 6329828 179320 318005 9185139 8581282 X 14587214 14769921 1213789 2295777 15801003 17065698 24986142 25646980 X 1782497 -517805 3 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1025631 -134657 890974 765679 250 259702 1025631 731270 4000 30409 765679 685682 4750 40658 731270 560639 85640 39583 685862 1.00000 0 0 1329031 1329031 26101343 10630552 15470791 3900336 1588528 2311808 337509 137461 200048 19311678 X 14720434 -517805 20066 -497739 15218173 531851 531851 15750024 13455742 20066 20066 13435676 531851 531851 13967527 PART IV, LINE 2B: THE SCHOOL HOLDS SPECIFIC FUNDS FOR VARIOUS STUDENT BODY ORGANIZATIONS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,671. RENT EXPENSE INCLUDED IN INCOME 3,395. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE INCLUDED IN EXPENSES 105,000. RENT REVENUE INCLUDED IN EXPENSES 26,570. VARIOUS CLUB PROGRAM REVENUE INCLUDED IN EXPENSES 2,379. FINANCIAL AID 397,902. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,671. RENT EXPENSE INCLUDED IN INCOME 3,395. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION REVENUE INCLUDED IN EXPENSES 105,000. RENT REVENUE INCLUDED IN EXPENSES 26,570. VARIOUS CLUB PROGRAM REVENUE INCLUDED IN EXPENSES 2,379. FINANCIAL AID 397,902. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SOLICITATION AND MARKETING MATERIALS, SCHOOL POLICIES, AND ADVERTISING PLACED IN A LOCAL NEWSPAPER, PUBLICIZE THE SCHOOL'S NONDISCRIMATORY POLICIES. HOLIDAY MART 219735 44062 175673 16000 671 AUCTION 53959 53959 273694 44062 229632 16000 671 16671 212961 0 FINANCIAL AID 100 397902 FMV FINANCIAL AID FOR TUITION AND FEES PART I, LINE 2: THE GRANTS ARE APPLIED DIRECTLY AGAINST STUDENT TUITION AND FEES. X X X 0 0 0 0 0 0 0 0 0 DON ROE HEAD OF SCHOOL 154250 0 0 0 0 0 21400 0 50764 0 226414 0 0 0 A THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 2020-12-04 7000000 REFUNDING PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON PRIOR BONDS 0 0 0 A 582589 7000000 59813 6940186 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 ATA TECHNOLOGIES BUSINESS 28773 PROVIDES IT SERVICES 0 X 3 25276 FMV X CONSTRUCTION 3 32600 FMV X EQUIPMENT 1 12500 FMV X SUPPLIES 1 3150 FMV X FURNITURE & FIXTURES 1 1136 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B INITIAL REVIEW OF THE FORM 990 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. 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. FORM 990, PART VI, SECTION B, LINE 15 15-1A PERFORMACE REVIEWS WERE CONDUCTED FOR THE HEAD OF SCHOOL BY A COMPENSATION COMMITTEE COMPOSED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE VICE-CHAIR, AND ANOTHER DISINTERESTED TRUSTEE DURING THE YEAR. THE COMPENSATION REVIEW INCLUDED A REVIEW OF THE GENERAL ECONOMIC CONDITIONS IN THE WEST TENNESSEE AREA AND OF COMPARABLE DATA FOR COMPENSATION IN INDEPENDENT SCHOOLS IN THE REGION, THE COMPLETION OF THE REVIEW WAS REPORTED TO TRUSTEES AND DOCUMENTED ACCORDINGLY. 15-1B PERFORMANCE REVIEWS WERE CONDUCTED FOR THE OTHER OFFICER BY A COMPENSATION COMMITTEE COMPOSED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE VICE-CHAIR, AND ANOTHER DISINTERESTED TRUSTEE DURING THE YEAR. THE COMPENSATION REVEIW 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. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERANL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART XI, LINE 9: ROUNDING 3.