2026-05-14T11:54:27-05:00 2025-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-07-01 346513026 UNIVERSITY SCHOOL ALUMNI ASSOCIATION UNIV 2169320400 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 MIKE DEGRANDIS FINANCE DIRECTOR 2169320400 2026-05-14 1 1 CHRISTOPHER B ANDERSON P00226559 2163630100 2024 2025-03-06 01:10:19Z TONY PEEBLES 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 3967911 0 X N/A X 1890 OH TO SUPPORT UNIVERSITY SCHOOL IN ITS COMMITMENT TO EXCELLENCY BY ENGAGING ALUMNI WHO ARE ACTIVELY INVOLVED IN THE LIFE AND WORK OF THE SCHOOL, INCREASING PHILANTHROPIC SUPPORT. 55 55 0 0 0 0 3766772 3967911 0 0 0 0 0 0 3766772 3967911 3766772 3967911 0 0 0 0 0 0 0 0 0 3766772 3967911 0 0 0 0 0 0 0 0 X THE MISSION OF THE ALUMNI ASSOCIATION IS TO SUPPORT UNIVERSITY SCHOOL IN ITS COMMITMENT TO EXCELLENCE BY ENGAGING IN MEANINGFUL WAYS AN ACTIVE, INDEPENDENT ASSOCIATION OF ALUMNI WHO ARE CONNECTED, INFORMED AND ACTIVELY INVOLVED IN THE LIFE AND WORK OF THE SCHOOL, THUS INCREASING PHILANTHROPIC SUPPORT OF THE SCHOOL BY THE ALUMNI. 0 0 3967911 3967911 AMOUNTS PAID TO AND EXPENDED FOR THE BENEFIT OF UNIVERSITY SCHOOL, A RELATED SECTION 501(C)(3) EDUCATIONAL ENTITY, IN FURTHERANCE OF THE EXEMPT EDUCATIONAL MISSIONS OF THE SCHOOL. 3967911 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 55 55 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 X MIKE DEGRANDIS 2169320400 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 X BRENT BALLARD COUNCIL MEMBER 1.00 X 0 0 0 MARK BYRNES COUNCIL MEMBER 1.00 X 0 0 0 DEB DONLEY COUNCIL MEMBER 1.00 X 0 0 0 TERRY DOYLE COUNCIL MEMBER 1.00 X 0 0 0 DAVID FULTON COUNCIL MEMBER 1.00 X 0 0 0 JIM GRISWOLD COUNCIL MEMBER 1.00 X 0 0 0 RON HESS COUNCIL MEMBER 1.00 X 0 0 0 GEORGE HOLT COUNCIL MEMBER 1.00 X 0 0 0 RICK HORVITZ COUNCIL MEMBER 1.00 X 0 0 0 ROB MCCREARY COUNCIL MEMBER 1.00 X 0 0 0 DAN MOORE COUNCIL MEMBER 1.00 X 0 0 0 MAL MYERS COUNCIL MEMBER 1.00 X 0 0 0 RYAN SCHREIBER COUNCIL MEMBER 1.00 X 0 0 0 CHRIS SMYTHE COUNCIL MEMBER 1.00 X 0 0 0 STEVE TERRELL COUNCIL MEMBER 1.00 X 0 0 0 CARL TIPPIT COUNCIL MEMBER 1.00 X 0 0 0 TOM TORMEY COUNCIL MEMBER 1.00 X 0 0 0 DALE ADLER COUNCIL MEMBER 1.00 X 0 0 0 TOM BARRY COUNCIL MEMBER 1.00 X 0 0 0 JIM BOLAND COUNCIL MEMBER 1.00 X 0 0 0 DAVID CHILCOTE COUNCIL MEMBER 1.00 X 0 0 0 DURGA CHIGURUPATI COUNCIL MEMBER 1.00 X 0 0 0 BRUCE DUNN COUNCIL MEMBER 1.00 X 0 0 0 SCOTT GOLDBERG COUNCIL MEMBER 1.00 X 0 0 0 JOHN HERRICK COUNCIL MEMBER 1.00 X 0 0 0 AL KIRKPATRICK COUNCIL MEMBER 1.00 X 0 0 0 GINNY LINDSETH COUNCIL MEMBER 1.00 X 0 0 0 DICK MATSON COUNCIL MEMBER 1.00 X 0 0 0 BILL MATTHES COUNCIL MEMBER 1.00 X 0 0 0 SUSIE MEAD COUNCIL MEMBER 1.00 X 0 0 0 DON MOLTEN COUNCIL MEMBER 1.00 X 0 0 0 CHUCK MYERS COUNCIL MEMBER 1.00 X 0 0 0 DALE NAYLOR COUNCIL MEMBER 1.00 X 0 0 0 DAVID OUTCALT COUNCIL MEMBER 1.00 X 0 0 0 MITCH SANBORN COUNCIL MEMBER 1.00 X 0 0 0 RICH STOVSKY COUNCIL MEMBER 1.00 X 0 0 0 FRED STUBER COUNCIL MEMBER 1.00 X 0 0 0 BILL WEBER COUNCIL MEMBER 1.00 X 0 0 0 DREW CARLETON COUNCIL MEMBER 1.00 X 0 0 0 LEE CHILCOTE COUNCIL MEMBER 1.00 X 0 0 0 TIM CLEMENTS COUNCIL MEMBER 1.00 X 0 0 0 GERRY DEMAS COUNCIL MEMBER 1.00 X 0 0 0 JOHN GHERLEIN COUNCIL MEMBER 1.00 X 0 0 0 JOE JUSTER COUNCIL MEMBER 1.00 X 0 0 0 ANDY KLEIN COUNCIL MEMBER 1.00 X 0 0 0 JIM KRALIK COUNCIL MEMBER 1.00 X 0 0 0 RON LEE COUNCIL MEMBER 1.00 X 0 0 0 PATRICK MITCHELL COUNCIL MEMBER 1.00 X 0 0 0 STEVE OSBORN COUNCIL MEMBER 1.00 X 0 0 0 RAJEEV PATEL PRESIDENT 1.00 X X 0 0 0 PATRICK QUIGLEY COUNCIL MEMBER 1.00 X 0 0 0 BILL SEELBACH COUNCIL MEMBER 1.00 X 0 0 0 NEIL SETHI COUNCIL MEMBER 1.00 X 0 0 0 MITCH STEIN COUNCIL MEMBER 1.00 X 0 0 0 MARQUES TORBERT COUNCIL MEMBER 1.00 X 0 0 0 MIKE DEGRANDIS FINANCE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 3967911 174469 3967911 3967911 0 0 0 3967911 3967911 3967911 3967911 0 0 0 0 0 0 X 0 0 0 0 0 0 X 0 1 X 0 0 X X 1 UNIVERSITY SCHOOL 340714720 2 1 3967911 0 1 3967911 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SIGNIFICANT VOICE IN OPERATIONS - PART IV, SECTION D, LINE 3: BECAUSE OF ITS CLOSE CONNECTION TO UNIVERSITY SCHOOL (THE SUPPORTED ORGANIZATION), THE ALUMNI ASSOCIATION SOLICITS DONATIONS TO FURTHER UNIVERSITY'S SCHOOLS EDUCATIONAL PURPOSES. THE ALUMNI ASSOCIATION HOSTS ALUMNI EVENTS, PUBLISHES A JOURNAL AND AN ANNUAL REPORT TO ALUMNI, AND ACTIVELY ENCOURAGES ALUMNI TO MAKE DONATIONS TO THE ASSOCIATION OR DIRECTLY TO THE SCHOOL. THE ALUMNI ASSOCIATION CONTRIBUTES ALMOST ALL OF ITS DONATIONS EACH YEAR TO UNIVERSITY SCHOOL SO THAT THE SCHOOL CAN USE THE FUNDS TO FURTHER ITS EDUCATIONAL PURPOSES. AS SHOWN ON THE BALANCE SHEET (FORM 990, PART X), THE ALUMNI ASSOCIATION KEEPS ONLY A MODEST AMOUNT OF CASH ON-HAND. ALL OTHER FUNDS ARE GIVEN TO UNIVERSITY SCHOOL TO PAY FOR ALUMNI FUNCTIONS. IN THIS WAY, UNIVERSITY SCHOOL HAS A SIGNIFICANT VOICE IN DIRECTING THE ALUMNI ASSOCIATION'S ASSETS AND INCOME AT ALL TIMES. ACTIVITIES TEST EXPLANATION - PART IV, SECTION E, LINE 2A: THE ALUMNI ASSOCIATION SUPPORTS UNIVERSITY SCHOOL, A SECTION 501(C)(3) PRIVATE EDUCATIONAL ORGANIZATION FOR GRADES K THROUGH 12. THE ALUMNI ASSOCIATION CONTINUALLY COMMUNICATES WITH ALUMNI TO FOSTER SCHOOL SPIRIT AFTER GRADUATION AND TO SOLICIT CONTRIBUTIONS TO SUPPORT THE SCHOOL. UNIVERSITY SCHOOL SIGNIFICANTLY BENEFITS FROM THE ALUMNI ASSOCIATION'S EFFORTS FINANCIALLY THROUGH THE ANNUAL DONATION OF MORE THAN $2.5 MILLION TO THE SCHOOL AND FROM THE COMMUNICATIONS AND EVENTS THAT ENGAGE ALUMNI TO KEEP THEIR INTEREST IN THEIR ALMA MATER. THE ALUMNI ASSOCIATION CONCENTRATES 100% OF ITS FINANCIAL AND NON-FINANCIAL EFFORTS ON FURTHERING THE EDUCATIONAL PURPOSES OF UNIVERSITY SCHOOL. ACTIVITIES TEST EXPLANATION - PART IV, SECTION E, LINE 2B: ABSENT THE EFFORTS OF THE ALUMNI ASSOCIATION, UNIVERSITY SCHOOL (THE SUPPORTED ORGANIZATION) WOULD HAVE TO USE ITS OWN EFFORTS AND PERSONNEL TO SOLICIT CONTRIBUTIONS FROM ALUMNI AND TO HOST EVENTS THAT ENGAGE ALUMNI WITH THE GOAL OF ENSURING THAT ALUMNI REMAIN COMMITTED TO UNIVERSITY SCHOOL'S EDUCATIONAL PURPOSES AND CONTINUED EXISTENCE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - INCOME TAXES: THE SCHOOL (A RELATED SECTION 501(C)(3) ORGANIZATION) AND ASSOCIATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEY BELIEVE THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE SCHOOL'S AND ASSOCIATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 UNIVERSITY SCHOOL 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 340714720 501(C)(3) 3967911 0 EDUCATION PART I, LINE 2: MONITORING USE OF GRANT FUNDS - THE ALUMNI ASSOCIATION MAKES GRANTS ONLY TO UNIVERSITY SCHOOL IN ACCORDANCE WITH ITS EXEMPT PURPOSE OF SUPPORTING THE EDUCATIONAL PURPOSES OF THE SCHOOL. ADDITIONALLY, THE SCHOOL HANDLES THE ACCOUNTING RECORDS OF THE ALUMNI ASSOCIATION AND ENSURES THAT GRANTS FROM THE ASSOCIATION ARE USED FOR THE INTENDED PURPOSES. X 11 174469 FMV 0 0 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE ASSOCIATION UTILIZES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW FAIR MARKET VALUE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - THE ALUMNI ASSOCIATION'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF UNIVERSITY SCHOOL, A RELATED SECTION 501(C)(3) ORGANIZATION WHICH THE ALUMNI ASSOCIATION SUPPORTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE ASSOCIATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, ORGANIZING DOCUMENTS, OR CONFLICT POLICY AVAILABLE TO THE PUBLIC. UNIVERSITY SCHOOL 20701 BRANTLEY ROAD SHAKER HEIGHTS OH 44122 340714720 SCHOOL OH 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0