2026-06-08T20:25:21-05:00 2025-06-30 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990 2024-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 MCCLELLAN RD JACKSON TN 38305 DON ROE HEAD OF SCHOOL 7316640812 2026-06-08 1 0 KELLY S CROW P01519168 9016822431 2026-06-08 2024 2025-03-06 01:10:19Z DON ROE 232 MCCLELLAN RD JACKSON TN 38305 17187630 0 X WWW.USJBRUINS.ORG X 1987 TN SEE SCHEDULE O 17 17 306 350 0 0 1791737 1123354 14928846 15380014 292025 358851 194711 217056 17207319 17079275 469620 515400 0 0 9981337 10559586 0 0 298104 5879811 5979423 16330768 17054409 876551 24866 30159861 29709147 10619704 9802750 19540157 19906397 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 15317155 515400 15404063 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. 15317155 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 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 1 306 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TIFFANY HOPPER 7316640812 232 MCCLELLAN ROAD JACKSON TN 38305 MATT FITE CHAIRMAN 2.00 X X 0 0 0 BRIAN DOUGAN VICE CHAIR 2.00 X X 0 0 0 BECKY BASKIN SECRETARY 2.00 X X 0 0 0 WILL DEMENT TRUSTEE 2.00 X 0 0 0 COURTNEY GOOLSBY TRUSTEE 2.00 X 0 0 0 STEPHEN HAMMOND TRUSTEE 2.00 X 0 0 0 MEREDITH MARONEY TRUSTEE 2.00 X 0 0 0 PRESTON MILLER TRUSTEE 2.00 X 0 0 0 WHITNEY OVERTON TRUSTEE 2.00 X 0 0 0 AJAY PATEL TRUSTEE 2.00 X 0 0 0 HENRY SMITH TRUSTEE 2.00 X 0 0 0 TODD SMITH 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 JEFF WATLINGTON TRUSTEE 2.00 X 0 0 0 LEE YANDELL TRUSTEE 2.00 X 0 0 0 DON ROE HEAD OF SCHOOL 50.00 X 217000 0 52466 RUSSELL ELLIS CHIEF DEVELOPMENT OFFICER 40.00 X 136396 0 5968 JAMES HARDEGREE ASSISTANT HEAD OF SCHOOL 40.00 X 107244 0 5796 COURTNEY BURNETTE LOWER SCHOOL HEAD 40.00 X 100050 0 2588 560690 0 66818 4 0 1 0 GOURMET YOUR WAY LLC PO BOX 10786 JACKSON TN 38308 DINING SERVICES 889707 CARE JANITORIAL 319 VANN DRIVE JACKSON TN 38305 JANITORIAL 296324 RELIABLE LAWNCARE & LANDSCAPING INC PO BOX 120 SPRING CREEK TN 38378 LANDSCAPE 128115 TRANE US INC PO BOX 406469 ATLANTA GA 30384 HVAC SERVICES 108388 4 92506 10786 1020062 31304 1123354 TUITION AND FEES 611710 12996613 12996613 CAFETERIA INCOME 611710 884026 884026 ANCILLIARY SERVICES 611710 802298 802298 VARIOUS CLUB PROGRAM REVENUES 611710 321128 321128 TUITION FINANCE FEES 611710 273599 273599 102350 102350 15380014 344309 344309 29160 5111 24049 24049 24049 58846 19000 58846 4458 0 14542 14542 14542 232947 92506 39940 193007 193007 17079275 15404063 0 551858 515400 515400 236250 236250 8716859 8009316 510327 197216 955209 878648 55221 21340 651268 599735 37169 14364 11723 11723 62455 62455 14644 14644 51385 51385 464428 436951 18718 8759 1373395 1354799 9298 9298 286112 286112 1393015 1319447 36784 36784 16467 15162 941 364 CONTRACTED SERVICES 1111216 860715 250501 MISCELLANEOUS 616924 313451 295656 7817 ATHLETIC EXPENSE 258090 258090 DUES AND SUBSCRIPTIONS 216226 129736 84328 2162 103343 103343 17054409 15317155 1439150 298104 1793147 1698274 2785080 3394560 965913 570392 15985 28020 37616544 16075212 22377953 21541332 2221783 2476569 30159861 29709147 740671 651166 903268 769336 8676473 8077987 299292 304261 10619704 9802750 X 18514219 19195884 1025938 710513 19540157 19906397 30159861 29709147 24866 341374 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 X 2221783 254786 2476569 1006551 1052358 163073 199 2221783 890974 115577 1006551 1025631 -134657 890974 765679 250 259702 1025631 1.00000 0 0 1420640 1420640 31194093 13527272 17666821 4244909 2291484 1953425 756902 256456 500446 21541332 X 16811382 341374 45051 386425 16424957 654318 654318 17079275 16445142 45051 45051 16400091 654318 654318 17054409 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: IN ACCORDANCE WITH U.S. GAAP, IF APPLICABLE, THE SCHOOL RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND PENALTIES IN TOTAL EXPENSES. NO AMOUNTS HAVE BEEN RECOGNIZED IN OPERATING EXPENSES FOR THE YEARS ENDING JUNE 30, 2025 AND 2024. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 39,940. RENT EXPENSE NETTED WITH RENT INCOME 5,111. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH STUDENT TUITION 515,400. DONATED SERVICES 138,918. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 39,940. RENT EXPENSE NETTED WITH RENT INCOME 5,111. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID NETTED WITH STUDENT TUITION 515,400. DONATED SERVICES 138,918. 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 222661 92506 130155 16000 23940 AUCTION 102792 102792 325453 92506 232947 16000 23940 39940 193007 0 FINANCIAL AID 128 515400 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 217000 0 0 0 0 0 15960 0 36506 0 269466 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 B THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 2022-09-29 3500000 REFUNDING PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON PRIOR BONDS 0 0 0 A 1827566 7000000 59813 6940186 1 0 1 1 B 455402 3500000 34309 3465691 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 X 2 30164 FMV X FLOORING 1 1140 FMV 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 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. 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 XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR.