UNIVERSITY LIGGETT SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY LIGGETT SCHOOL (EIN 38-1360536)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201741329349306849
- Schema version
- 2015v3.0
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T15:40:38-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY LIGGETT SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3138844444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 COOK ROAD | AddressLine1Txt |
| City | GROSSE POINTE WOODS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482362590 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anca Mitchell | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 3138844444 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anca Mitchell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 Cook Road | AddressLine1Txt |
| City | Grosse Pointe Woods | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,655,202 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uls.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Elementary & Secondary Education: pre-school through grade 12, co-ed, college preparatory education for 308 boys and 298 girls. Students of color comprise 25% of the school population. The school's mission is to provide a foundation of academic excellence in a diverse educational environment. Financial aid awards are granted to 43% of the student population. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 253 | TotalEmployeeCnt |
| Total Volunteers | 62 | TotalVolunteersCnt |
| Total Gross UBI | $169,596 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,526,321 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,499,754 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,030,085 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,566,596 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,993,532 | PYInvestmentIncomeAmt |
| CY Investment Income | -$97,476 | CYInvestmentIncomeAmt |
| PY Other Revenue | $863,397 | PYOtherRevenueAmt |
| CY Other Revenue | $619,533 | CYOtherRevenueAmt |
| PY Total Revenue | $19,413,335 | PYTotalRevenueAmt |
| CY Total Revenue | $16,588,407 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,415,058 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,324,189 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,858,395 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,992,620 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $72,577 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $46,150 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,055,327 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,954,811 | PYOtherExpensesAmt |
| CY Other Expenses | $5,567,994 | CYOtherExpensesAmt |
| PY Total Expenses | $20,300,841 | PYTotalExpensesAmt |
| CY Total Expenses | $20,930,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$887,506 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,342,546 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,273,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,290,295 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,574,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,933,086 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,699,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,357,209 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The school's aim is to develop the total personality on a base of unquestioned academic excellence. Our mission is to empower students to develop intellectual curiosity, leadership and confidence to contribute to a complex and changing world. We challenge students to excel and to achieve their highest potential. We create opportunities for discovery and achievement by developing a faculty who foster the strengths of each student through the Curriculum for Understanding. We teach and practice the values of respect and responsibility in an emotionally and physically safe environment. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,456,465 | ExpenseAmt |
| Grant | $3,324,190 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | To empower students to develop intellectual curiosity, the courage to lead, and the confidence to thrive in a complex and changing world, University Liggett school: Challenges students to excel academically, to cultivate intellectual freed and instill a sense of cultural competency. Creates opportunities for individual discovery and achievement in academics, arts, athletics and service to the community. Entrusts talented and dedicated teachers to foster the strengths and passions of each student through a dynamic and academically rigorous curriculum. Shares the value of respect, responsibility, trustworthiness and compassion in an emotionally and physically safe community. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,456,465 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 253 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anca Mitchell | PersonNm |
| Phone | 3138844444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 COOK ROAD | AddressLine1Txt |
| City | GROSSE POINTE WOODS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482362590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Connie Ahee | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Becker | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gloria Butler Miller | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shauna Ryder Diggs | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Ford III | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth A Fruehauf | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Louana Ghafari | |||||||||
| Secretary - Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jason Patrick Hall | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Atanas Ilitch | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gretchen Knoell Higbie | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lila LaHood | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tomasine Marx | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Mestdagh | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Moroun | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Nicholson | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sanford N Pensler | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Scott Reilly | |||||||||
| Treasurer - Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Thomas Robinson | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| A Paul Schaap | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Shannon | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Smith | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shema Spivey | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John W Stroh III | |||||||||
| President of the Board -Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Anne Widlak | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Wu | |||||||||
| Vice President -Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Beth Van Eslander Wood | |||||||||
| Trustee | 10 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Healey | |||||||||
| Head of School | 60 | 0 | $354,106 | $0 | $0 | Yes (X) | |||
| Anne Frame Sheppard | |||||||||
| Assistant Head of School for Enrollment | 60 | 0 | $167,644 | $0 | $0 | Yes (X) | |||
| Margaret Dettlinger | |||||||||
| Associate Head of Lower School | 60 | 0 | $128,574 | $0 | $0 | Yes (X) | |||
| Kelley Hamilton | |||||||||
| Director of Development | 60 | 0 | $144,318 | $0 | $0 | Yes (X) | |||
| Jonathan Neville | |||||||||
| Assistant Head of School - Finance & Business | 60 | 0 | $134,881 | $0 | $0 | Yes (X) | |||
| Christian Bronk | |||||||||
| Associate Head of School for Academics and Dean of Faculty | 60 | 0 | $126,353 | $0 | $0 | Yes (X) | |||
| Peter Gaines | |||||||||
| Assistant Head of School - Upper School | 60 | 0 | $125,697 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,181,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BDH Catering Inc | |||||
| 1045 Cook Road | Grosse Pointe Woods | MI | 482362509 | Food Service Catering | $779,979 |
| Frank Rewold Son Inc | |||||
| 333 E 2nd St | Rochester | MI | 48307 | General Contractor | $654,164 |
| Sodexo Inc & Affiliates | |||||
| 4880 Paysphere Circle | Chicago | IL | 60674 | Building and Custodial manager | $432,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $2,499,754 | AllOtherContributionsAmt |
| Noncash Contributions | $222,294 | NoncashContributionsAmt |
| Total Contributions | $2,499,754 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition Revenue | 611110 | $12,772,498 | $12,772,498 | $0 | $0 |
| School Lunch Revenue | 611600 | $724,788 | $724,788 | $0 | $0 |
| School Bookstore | 611600 | $34,307 | $34,307 | $0 | $0 |
| Transportation & Other | 611600 | $35,003 | $35,003 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,566,596 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,859 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $443,859 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $372,792 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $250,417 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $122,375 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,375 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,122,270 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,663,605 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$541,335 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$541,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$541,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $322,369 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $152,773 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,596 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $169,596 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Summer Camp | 611430 | $241,436 | $241,436 | $0 | $0 |
| Other Miscellaneous Revenue | 611600 | $70,496 | $70,496 | $0 | $0 |
| After School Care | 611600 | $15,630 | $15,630 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $327,562 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,588,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,919,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,596 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,324,189 | TotalAmt |
| Program Services | $3,324,189 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,573 | TotalAmt |
| Program Services | $742,773 | ProgramServicesAmt |
| Management And General | $284,567 | ManagementAndGeneralAmt |
| Fundraising | $154,233 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,163,003 | TotalAmt |
| Program Services | $5,903,750 | ProgramServicesAmt |
| Management And General | $892,186 | ManagementAndGeneralAmt |
| Fundraising | $367,067 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,778 | TotalAmt |
| Program Services | $341,801 | ProgramServicesAmt |
| Management And General | $71,397 | ManagementAndGeneralAmt |
| Fundraising | $25,580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630,004 | TotalAmt |
| Program Services | $2,155,493 | ProgramServicesAmt |
| Management And General | $312,212 | ManagementAndGeneralAmt |
| Fundraising | $162,299 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,262 | TotalAmt |
| Program Services | $485,592 | ProgramServicesAmt |
| Management And General | $56,663 | ManagementAndGeneralAmt |
| Fundraising | $37,007 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,054 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $36,054 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,050 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $69,050 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,150 | TotalAmt |
| Fundraising | $46,150 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,642 | TotalAmt |
| Program Services | $89,642 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,866 | TotalAmt |
| Program Services | $22,564 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $19,302 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,117 | TotalAmt |
| Program Services | $194,529 | ProgramServicesAmt |
| Management And General | $40,492 | ManagementAndGeneralAmt |
| Fundraising | $6,096 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,217 | TotalAmt |
| Program Services | $104,217 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841,611 | TotalAmt |
| Program Services | $1,399,353 | ProgramServicesAmt |
| Management And General | $289,493 | ManagementAndGeneralAmt |
| Fundraising | $152,765 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,583 | TotalAmt |
| Program Services | $72,517 | ProgramServicesAmt |
| Management And General | $6,487 | ManagementAndGeneralAmt |
| Fundraising | $34,579 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,286 | TotalAmt |
| Program Services | $70,516 | ProgramServicesAmt |
| Management And General | $1,770 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,376 | TotalAmt |
| Program Services | $176,376 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676,641 | TotalAmt |
| Program Services | $1,317,840 | ProgramServicesAmt |
| Management And General | $311,855 | ManagementAndGeneralAmt |
| Fundraising | $46,946 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,952 | TotalAmt |
| Program Services | $92,710 | ProgramServicesAmt |
| Management And General | $21,939 | ManagementAndGeneralAmt |
| Fundraising | $3,303 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Athletics & Physical Education | $211,642 | $211,642 | $0 | $0 |
| School Lunch Program | $709,474 | $709,474 | $0 | $0 |
| Summer Programs | $41,487 | $41,487 | $0 | $0 |
| Consultants | $24,996 | $0 | $24,996 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,930,953 | TotalAmt |
| Program Services | $17,456,465 | ProgramServicesAmt |
| Management And General | $2,419,161 | ManagementAndGeneralAmt |
| Fundraising | $1,055,327 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,588 | BOYAmt |
| EOY | $1,245,573 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,671 | BOYAmt |
| EOY | $684,999 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,948,235 | BOYAmt |
| EOY | $3,652,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,605 | BOYAmt |
| EOY | $92,400 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,837 | BOYAmt |
| EOY | $14,698 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,395 | BOYAmt |
| EOY | $224,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,026,190 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,935,734 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,082,854 | BOYAmt |
| EOY | $20,090,456 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,469,238 | BOYAmt |
| EOY | $23,158,923 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,414 | BOYAmt |
| EOY | $126,583 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,273,837 | BOYAmt |
| EOY | $49,290,295 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,486 | BOYAmt |
| EOY | $1,003,663 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,114 | BOYAmt |
| EOY | $1,836,796 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,298 | BOYAmt |
| EOY | $95,734 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,528,536 | BOYAmt |
| EOY | $8,794,245 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,648 | BOYAmt |
| EOY | $202,648 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,574,082 | BOYAmt |
| EOY | $11,933,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,360,232 | BOYAmt |
| EOY | $14,068,865 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,615,557 | BOYAmt |
| EOY | $5,485,217 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,723,966 | BOYAmt |
| EOY | $17,803,127 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,699,755 | BOYAmt |
| EOY | $37,357,209 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,273,837 | BOYAmt |
| EOY | $49,290,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,342,546 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Form4720 Filed Section4955 Tax | 0 | Form4720FiledSection4955TaxInd |
| Correction Made | 0 | CorrectionMadeInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part I-A, Line 1 | FormAndLineReferenceDesc |
| Explanation | Presidential candidate Gov. John Kasich hosted a town hall meeting at University Liggett School on Monday, March 7, 2016. Liggett was contacted by the Kasich organization regarding use of our space and this proved to be a unique opportunity for some of our students to see a Presidential candidate in person and witness an important piece of our electoral process. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,210,995 | BeginningYearBalanceAmt |
| Contributions | $3,154,991 | ContributionsAmt |
| Investment Earnings Or Losses | -$638,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,324,190 | GrantsOrScholarshipsAmt |
| Other Expenditures | $244,646 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $23,158,923 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,113,045 | BeginningYearBalanceAmt |
| Contributions | $3,632,802 | ContributionsAmt |
| Investment Earnings Or Losses | -$84,852 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,415,058 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,942 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $24,210,995 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,125,095 | BeginningYearBalanceAmt |
| Contributions | $1,517,749 | ContributionsAmt |
| Investment Earnings Or Losses | $3,212,698 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,382,353 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,360,144 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $24,113,045 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,959,945 | BeginningYearBalanceAmt |
| Contributions | $2,049,270 | ContributionsAmt |
| Investment Earnings Or Losses | $2,328,156 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,644,761 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,567,515 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $28,125,095 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,577,284 | BeginningYearBalanceAmt |
| Contributions | $606,992 | ContributionsAmt |
| Investment Earnings Or Losses | $135,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,674,887 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,684,691 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $28,959,945 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.2 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $203,124 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $203,124 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $33,401,687 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,242,677 | DepreciationAmt |
| Book Value | $16,159,010 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,306,973 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,693,057 | DepreciationAmt |
| Book Value | $3,613,916 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $114,406 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $114,406 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,090,456 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Conditional asset retirement obligation | Desc |
| Amt | $202,648 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $202,648 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,554,252 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $403,190 | OtherRevenueAmt |
| Revenue Not Reported | $403,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,151,062 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $113,155 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,324,190 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,437,345 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,588,407 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,896,798 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $403,190 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $403,190 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,493,608 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $113,155 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,324,190 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,437,345 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,930,953 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b | Student Activity Detail |
| Schedule D, Part V, Line 4 | To support faculty teaching and increase affordability for students |
| Schedule D, Part XI, Line 2d | Rental Expense (Line 6b); Fundraising direct expenses (line 8b) |
| Schedule D, Part XI, Line 4b | Financial Aid |
| Schedule D, Part XII, Line 2d | Rental Expense (line 6b); Fundraising direct expenses (line 8b) |
| Schedule D, Part XII, Line 4b | Financial Aid |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Copies of all display advertisements and text copy of radio & TV advertisements are retained in the admissions and publications office at 1045 Cook Road, Grosse Pointe Woods, MI. All items are available for public inspection during regular business hours. The school continues to meet criteria of revproc 75-50; 1975-2; C-B 586 4.03 (2) (c) | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| East Asia and the Pacific | 1 | Investments | $2,667,895 | |
| Central America and the Caribbean | 1 | Investments | $1,006,399 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $3,674,294 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | (monitoring of funds): Funds are monitored by NEPC, our investment broker. We receive monthly reporting from them with % gains/(losses) and recommendations for buying/selling. The Investment Committee also meets approx. every 2 months to discuss performance and receives updates from NEPC . |
| Schedule F, Part I, Line 3 | (accounting method) - Liggett operates on an accrual basis of accounting |
| Schedule F, Part II, Line 1 | (accounting method) - Liggett operates on an accrual basis of accounting |
| Schedule F, Part III | (accounting method) - Liggett operates on an accrual basis of accounting. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richner Richner LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 North First St | AddressLine1Txt |
| Address Line2 | Suite 70 | AddressLine2Txt |
| City | Ann Arbor | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481041354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Professional Fundraising Consultant for Capital Campaign | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,154,991 | GrossReceiptsAmt |
| Retained By Contractor | $46,150 | RetainedByContractorAmt |
| Net To Organization | $3,108,841 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,154,991 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $46,150 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,108,841 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Liggett Knight | Event1Nm |
| Gross Receipts Event1 | $258,412 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $258,412 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $73,489 | OtherDirectExpensesEvent1Amt |
| Event2 | Alumni Renuion Weekend - Raffle | Event2Nm |
| Gross Receipts Event2 | $57,325 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $57,325 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $29,880 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $315,737 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $315,737 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $103,369 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $103,369 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $212,368 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | See Schedule 1, Part IV, Statement 1 | GrantTypeTxt |
| Recipient | 292 | RecipientCnt |
| Non Cash Assistance | $3,324,190 | NonCashAssistanceAmt |
| Valuation Method Used | 0 | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Assistance decisions are based upon a family's ability to pay for the cost of education. Parents are expected to contribute toward tuition charges up to the extent they are capable, and we expect all families will contribute some portion of the cost of their child's education. ULS uses the services of The School and Student Service for Financial Aid (SSS), in Princeton New Jersey, to determine the parents' expected contribution toward tuition charges. Families applying for aid must file a Parents' Financial Statement (PFS) with SSS. In making a FA award, ULS reviews the Report of Financial Need which is provided by SSS, alters its determination where appropriate and attempts to fund a significant portion of the difference between tuition and the parents' expected contribution. FA awards carry no obligation to be repaid by the family receiving the award. Students on financial assistance are expected, like all students at ULS, to maintain a high academic average, to be good citizens of the school community, and to contribute to the school's extracurricular activities. FA is awarded on a yearly basis and families must file a PFS every year they desire assistance. Purposes of the Financial Assistance Program (FAP): To support the mission of the school in attracting a diverse and talented student body;To enhance the school's environment by enabling students from diverse economic and cultural backgrounds to enroll;To assist families with the increasing burden of tuition for two or more children;To make it possible for ULS to seek out prospective students of the greatest potential and promise Eligibility for FA Awards a) Candidates must meet all admission requirements and be approved by the admission committee without regard to economic status. b) Established financial need, as shown by the SSS application and most recent 1040 tax return. c) Students entering grades six through 12 are eligible to apply for financial assistance. Families with students in lower grades may apply if temporary or extenuating circumstances dictate financial need. d) Candidates should possess the personal qualifications that predict a satisfactory social adjustment to ULS and an ability and desire to use the school's preparation for further education. e) The candidate and his/her parents must be in good standing with the sending school o Procedures for Awarding FA a) In addition to all other requirements for admission, a Parent's Financial Statement must be submitted to the School and Student Service for Financial Aid. This application requests information pertaining to the family's ability to pay for independent education b) The family must supply the Director of Admissions and FA with the preceding year's tax forms. These forms are used to verify information supplied on the SSS application and identify extenuating circumstances. c) Once all required materials are submitted and the family has a demonstrated need, ULS offers a FA award. Typically, awards range from 60 to 80 percent of the family's demonstrated need, and no more than 80 percent of the tuition cost. o Financial Assistance Renewals a) Students receiving FA must meet the published academic and citizenship requirements of their division to be eligible for renewal. b) The student's attitude toward and general contribution to the school and his/her willingness to achieve to the best of his/her ability are important considerations in the renewal process. c) Unless a family's financial situation has changed significantly within the past year, they may expect to receive a similar award.d) The parents' support of and cooperation within the school community are also an important consideration in the renewal process. e) Families must reapply for FA each year. o Returning Students Requesting Assistance for the First Time a) The FA office accepts applications from families who have not received financial assistance in the past. b) If it is possible to meet the family's financial need without exceeding the budgeted funds for returning families c) If it is not possible to meet the family's financial need, ULS may offer less than the family qualifies for or we may place the student's name on a waiting list for financial aid that may become available during the spring or summer months. d) It is our expectation that families who begin at ULS paying the full tuition will continue to do so, unless the enrollment of multiple siblings or unforeseen circumstances make that impossible. o Admission Acceptance and Financial Assistance Awards a) Although the admission application and financial application processes occur simultaneously applicants for admission to ULS are reviewed on a need-blind basis. b) Once accepted, applicants demonstrating financial need will be offered a financial assistance award for the upcoming school year. The student's enrollment at ULS will depend upon the family's acceptance of the FA award and willingness to pay the remaining amount of tuition. c) If the demonstrated financial need of accepted applicants exceeds the budgeted amount for new students, some students will be placed on a waiting list for FA. d) In no case will an applicant for ULS be denied admission because of financial need. e) Although it is extremely difficult for a family to receive an acceptance letter and a letter denying FA or one which places the student on the FA waiting list, we cannot presume that a family will not be able to find another way to attend ULS. o Financial Aid Waiting List a) The FA waiting list is not ranked; assistance awards made from the waiting list will be made according to ULS' enrollment needs. Consideration is also given to the current distribution of financial aid by grade. b) Funds may become available anytime between April 10 and the beginning of school in September. c) Families are not required to submit an enrollment agreement and deposit in order to remain on the waiting list. However, ULS cannot guarantee that a place will be available if and when assistance becomes available. d) If a family on the FA waiting list wishes to submit a signed enrollment agreement and deposit in order to reserve a space for their child, they may do so. However, it must be understood that under these circumstances, the family is responsible for the entire tuition should no FA become available for them at a later date. o Separated and Divorced Parents a) FA at ULS is based on need, not on a willingness or unwillingness to pay. It is our belief that divorced or separated parents retain the obligation to contribute to the education of their children whether or not there is a legal agreement between them to do so. b) ULS does not strictly adhere to a divorce settlement's stipulation which outlines the exact amount each parent must contribute toward educational costs, or which parent is responsible for how long. Instead, we require each parent to contribute as much as our calculations show they can afford. This amount may be more, or less, than the amount given in the court's decision. c) The resources of both natural parents are considered in cases where a divorce or separation has taken place. The availability of complete information from both parents is essential to assure fair assessment of the family contribution. d) A Financial Statement for Parents Who Are Separated or Divorced must be submitted by the non-custodial parent in cases where the parent is actively involved in the student's life. e) Lack of FA applications or copies of 1040 tax forms from either natural parent may result in no FA being awarded. f) The director of admission may waive the requirement of financial information from the non-custodial parent when the noncustodial parent's whereabouts is unknown or when the non-custodial parent has given no financial support to the student for several years and has made no contact with the student during this time. g) If either of the natural parents remarries, ULS will take into consideration the obligations of the parent to his or her new family. We will include in the calculations the resources of the stepparent, keeping in mind the obligation of the stepparent to his or her natural children. o Procedures Obtain a Parents' Financial Statement (PFS) from the school's admissions office. PFS forms are mailed to ULS families currently receiving FA and applicants in January. Carefully complete the PFS and send it with the appropriate fee to SSS in Princeton, New Jersey. Supply the admissions office with a copy of IRS Form 1040 and related schedule. If applicable, the student's noncustodial parent must file a Financial Statement for Parents Who Are Separated or Divorced in the admission office. Deadlines: March 1 for renewals; April 1 for new applications. Requests received after these dates are subject to available funds. April 15, 1970 November 1, 1996 | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Healey | ||||||||||||||
| Head of School | $324,826 | $0 | $0 | $0 | $31,891 | $0 | $28,280 | $0 | $0 | $0 | $384,997 | $0 | $380,813 | $0 |
| Anne Frame Sheppard | ||||||||||||||
| Assistant Head of School for Enrollment | $149,638 | $0 | $540 | $0 | $0 | $0 | $18,006 | $0 | $0 | $0 | $168,184 | $0 | $166,165 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Health, social club or initiation fees, along with personal services as a contractual condition of employment |
| Schedule J, Part I, Line 3 | The Head of School's salary is approved by the Board of Trustees |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $222,294 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value at date of donation | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Investments are publically traded and sold through Morgan Stanley Smith Barney | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The 990 was provided to the Board of Trustees electronically |
| Form 990, Part VI, Section B, Line 12c | The Board of Trustees sub-committee called the Committee on Trustees is charged with monitoring the compliance |
| Form 990, Part VI, Section B, Line 15 | The process consists of comparability with NAIS compensation benchmarks |
| Form 990, Part VI, Section C, Line 19 | Provided upon request |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation for Southeast Michigan | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 West Fort Street | AddressLine1Txt |
| Address Line2 | Suite 2010 | AddressLine2Txt |
| City | Detroit | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482263134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382530980 | EIN |
| Primary Activities | The mission of CFSEM is to enchance the quality of life in SEM | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501 (c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Box 8 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |