2017-05-12T15:40:38-07:00 2016-06-30 990 2015-07-01 381360536 UNIVERSITY LIGGETT SCHOOL UNIV 3138844444 1045 COOK ROAD GROSSE POINTE WOODS MI 482362590 Anca Mitchell Director of Finance 3138844444 2017-05-12 2015 2021-01-29 14:40:06Z Anca Mitchell 1045 Cook Road Grosse Pointe Woods MI 48236 38655202 0 X www.uls.org X 1923 MI 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. 25 25 253 62 169596 0 3526321 2499754 13030085 13566596 1993532 -97476 863397 619533 19413335 16588407 3415058 3324189 0 0 11858395 11992620 72577 46150 1055327 4954811 5567994 20300841 20930953 -887506 -4342546 53273837 49290295 11574082 11933086 41699755 37357209 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. 0 0 17456465 3324190 0 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. 0 0 0 17456465 1 1 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 30 2 1 253 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Anca Mitchell 3138844444 1045 COOK ROAD GROSSE POINTE WOODS MI 482362590 X Connie Ahee Trustee 10 0 X 0 0 0 Charles Becker Trustee 10 0 X 0 0 0 Gloria Butler Miller Trustee 10 0 X 0 0 0 Shauna Ryder Diggs Trustee 10 0 X 0 0 0 Henry Ford III Trustee 10 0 X 0 0 0 Kenneth A Fruehauf Trustee 10 0 X 0 0 0 Louana Ghafari Secretary - Trustee 10 0 X X 0 0 0 Jason Patrick Hall Trustee 10 0 X 0 0 0 Atanas Ilitch Trustee 10 0 X 0 0 0 Gretchen Knoell Higbie Trustee 10 0 X 0 0 0 Lila LaHood Trustee 10 0 X 0 0 0 Tomasine Marx Trustee 10 0 X 0 0 0 James Mestdagh Trustee 10 0 X 0 0 0 Matthew Moroun Trustee 10 0 X 0 0 0 David Nicholson Trustee 10 0 X 0 0 0 Sanford N Pensler Trustee 10 0 X 0 0 0 Scott Reilly Treasurer - Trustee 10 0 X X 0 0 0 Thomas Robinson Trustee 10 0 X 0 0 0 A Paul Schaap Trustee 10 0 X 0 0 0 Joseph Shannon Trustee 10 0 X 0 0 0 Jeffrey Smith Trustee 10 0 X 0 0 0 Shema Spivey Trustee 10 0 X 0 0 0 John W Stroh III President of the Board -Trustee 10 0 X X 0 0 0 Anne Widlak Trustee 10 0 X 0 0 0 David Wu Vice President -Trustee 10 0 X 0 0 0 Beth Van Eslander Wood Trustee 10 0 X 0 0 0 Joseph Healey Head of School 60 0 X 354106 0 0 Anne Frame Sheppard Assistant Head of School for Enrollment 60 0 X 167644 0 0 Margaret Dettlinger Associate Head of Lower School 60 0 X 128574 0 0 Kelley Hamilton Director of Development 60 0 X 144318 0 0 Jonathan Neville Assistant Head of School - Finance & Business 60 0 X 134881 0 0 Christian Bronk Associate Head of School for Academics and Dean of Faculty 60 0 X 126353 0 0 Peter Gaines Assistant Head of School - Upper School 60 0 X 125697 0 0 1181573 0 0 10 0 1 0 BDH Catering Inc 1045 Cook Road Grosse Pointe Woods MI 482362509 Food Service Catering 779979 Frank Rewold Son Inc 333 E 2nd St Rochester MI 48307 General Contractor 654164 Sodexo Inc & Affiliates 4880 Paysphere Circle Chicago IL 60674 Building and Custodial manager 432549 0 0 0 0 0 0 2499754 222294 2499754 Tuition Revenue 611110 12772498 12772498 0 0 School Lunch Revenue 611600 724788 724788 0 0 School Bookstore 611600 34307 34307 0 0 Transportation & Other 611600 35003 35003 0 0 0 0 0 0 13566596 443859 443859 0 0 0 0 0 0 0 0 0 0 372792 0 250417 0 122375 0 122375 122375 0 0 21122270 0 21663605 0 -541335 0 -541335 -541335 0 0 322369 0 152773 169596 169596 0 Summer Camp 611430 241436 241436 0 0 Other Miscellaneous Revenue 611600 70496 70496 0 0 After School Care 611600 15630 15630 0 0 327562 16588407 13919057 169596 0 3324189 3324189 1181573 742773 284567 154233 7163003 5903750 892186 367067 438778 341801 71397 25580 2630004 2155493 312212 162299 579262 485592 56663 37007 36054 0 36054 0 69050 0 69050 0 46150 46150 89642 89642 41866 22564 0 19302 241117 194529 40492 6096 104217 104217 0 0 1841611 1399353 289493 152765 113583 72517 6487 34579 72286 70516 1770 0 176376 176376 0 0 1676641 1317840 311855 46946 117952 92710 21939 3303 Athletics & Physical Education 211642 211642 0 0 School Lunch Program 709474 709474 0 0 Summer Programs 41487 41487 0 0 Consultants 24996 0 24996 0 20930953 17456465 2419161 1055327 875588 1245573 529671 684999 3948235 3652489 86605 92400 7837 14698 113395 224174 40026190 19935734 21082854 20090456 26469238 23158923 160414 126583 53273837 49290295 1305486 1003663 1512114 1836796 25298 95734 8528536 8794245 202648 202648 11574082 11933086 X 18360232 14068865 5615557 5485217 17723966 17803127 41699755 37357209 53273837 49290295 -4342546 0 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 Schedule C, Part I-A, Line 1 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. 0 1 X 24210995 3154991 -638227 3324190 244646 0 23158923 24113045 3632802 -84852 3415058 34942 0 24210995 28125095 1517749 3212698 3382353 5360144 0 24113045 28959945 2049270 2328156 3644761 1567515 0 28125095 34577284 606992 135247 3674887 2684691 0 28959945 0.2 0.7 0.1 1 0 203124 0 203124 33401687 0 17242677 16159010 0 0 0 0 6306973 0 2693057 3613916 114406 0 0 114406 20090456 0 Conditional asset retirement obligation 202648 202648 13554252 0 0 0 403190 403190 13151062 113155 3324190 3437345 16588407 17896798 0 0 0 403190 403190 17493608 113155 3324190 3437345 20930953 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 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 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) East Asia and the Pacific 1 Investments 2667895 Central America and the Caribbean 1 0 Investments 1006399 2 0 3674294 0 0 0 0 0 0 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. X X X X X X 1 Richner Richner LLC 117 North First St Suite 70 Ann Arbor MI 481041354 Professional Fundraising Consultant for Capital Campaign 0 3154991 46150 3108841 3154991 46150 3108841 Liggett Knight 258412 0 258412 0 0 0 0 0 73489 Alumni Renuion Weekend - Raffle 57325 0 57325 0 0 0 0 0 29880 0 315737 0 315737 0 0 0 0 0 103369 103369 212368 1 See Schedule 1, Part IV, Statement 1 292 3324190 0 Schedule I, Part I, Line 2 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 X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Joseph Healey Head of School 324826 0 0 0 31891 0 28280 0 0 0 384997 0 380813 0 Anne Frame Sheppard Assistant Head of School for Enrollment 149638 0 540 0 0 0 18006 0 0 0 168184 0 166165 0 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 X 13 222294 Market Value at date of donation 0 0 1 1 Schedule M, Part I, Line 32b Investments are publically traded and sold through Morgan Stanley Smith Barney 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 Community Foundation for Southeast Michigan 333 West Fort Street Suite 2010 Detroit MI 482263134 382530980 The mission of CFSEM is to enchance the quality of life in SEM MI 501 (c)(3) Box 8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0