Totals
- Total revenue
- $54,819,092
- Total expenses
- $44,894,475
- Contributions and grants received
- $21,008,739
- Grants paid
- $9,175,436
- Program services expenses (Part IX)
- $38,393,339
- Management and general expenses
- $4,775,107
- Fundraising expenses
- $1,726,029
- Program service expenses (Part III)
- $38,393,339
Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DICK HOLLINGTON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
MATT CRAWFORD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MIKE ADAMS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
JOE JUSTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
FRED ASBECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARY GARCEAU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN FEIGHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROB MOLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TONY SALEWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL WEINER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JIM BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DREW CARLETON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MIKE FOUST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BILL OBERNDORF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVE OSBORN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT SEELBACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT GOLDBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROB HARTFORD JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SUBER HUANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WHITNEY JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NEIL SETHI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JD SULLIVAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CARL TIPPIT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICK BANKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DALE NAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KATIE OUTCALT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AMY PAINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS SMYTHE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID J WRIGHT
FINANCE DIRECTOR
- Total calculated
- $254,443
- From this org
- $215,556
- From related orgs
- $0
- Other
- $38,887
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,556
- Bonus
- $0
- Other
- $0
- Deferred
- $22,600
- Nontaxable benefits
- $16,287
- Filer's total
- $254,443
-
PATRICK GALLAGHER
HEAD OF SCHOOL
- Total calculated
- $449,128
- From this org
- $401,841
- From related orgs
- $0
- Other
- $47,287
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $401,841
- Bonus
- $0
- Other
- $0
- Deferred
- $39,400
- Nontaxable benefits
- $7,887
- Filer's total
- $449,128
-
JONATHAN BRIDGE
DIRECTOR OF ADVANCEMENT
- Total calculated
- $260,152
- From this org
- $214,149
- From related orgs
- $0
- Other
- $46,003
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,149
- Bonus
- $0
- Other
- $0
- Deferred
- $22,120
- Nontaxable benefits
- $23,883
- Filer's total
- $260,152
-
WILLIAM DAUGHTREY
UPPER SCHOOL DIRECTOR
- Total calculated
- $219,551
- From this org
- $178,553
- From related orgs
- $0
- Other
- $40,998
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,553
- Bonus
- $0
- Other
- $0
- Deferred
- $17,580
- Nontaxable benefits
- $23,418
- Filer's total
- $219,551
-
JEN BEROS
ASSOCIATE HEAD OF SCHOOL
- Total calculated
- $182,637
- From this org
- $153,393
- From related orgs
- $0
- Other
- $29,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,393
- Bonus
- $0
- Other
- $0
- Deferred
- $15,773
- Nontaxable benefits
- $13,471
- Filer's total
- $182,637
-
SANDIE FANTOZZI-WELKER
HR DIRECTOR
- Total calculated
- $153,643
- From this org
- $124,029
- From related orgs
- $0
- Other
- $29,614
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,029
- Bonus
- $0
- Other
- $0
- Deferred
- $13,327
- Nontaxable benefits
- $16,287
- Filer's total
- $153,643
-
CHRISTINA TOWNSEND-HARTZ
DIRECTOR OF ADMISSIONS
- Total calculated
- $136,005
- From this org
- $116,836
- From related orgs
- $0
- Other
- $19,169
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- BENEFITS PROVIDED TO CERTAIN EMPLOYEES - TRAVEL FOR COMPANIONS: THE HEAD OF SCHOOL RECEIVES REIMBURSEMENTS FOR TRAVEL EXPENSES FROM THE SCHOOL. THESE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE INCOME TO THE HEAD OF SCHOOL. HOUSING ALLOWANCE: THE SCHOOL PROVIDES A HOUSE ON CAMPUS TO THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS AS PART OF HIS DUTIES FOR THE SCHOOL. NO TAXABLE COMPENSATION IS IMPUTED FOR THE USE OF THE HOUSE. SOCIAL CLUB DUES: THE SCHOOL PAYS COUNTRY CLUB DUES FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL USES THE CLUB FOR BUSINESS PURPOSES, AND NO TAXABLE INCOME IS IMPUTED FOR THIS BENEFIT. PERSONAL SERVICES: MAID SERVICE IS PROVIDED TO THE HEAD OF SCHOOL FOR THE SCHOOL-OWNED HOUSE IN WHICH HE RESIDES. NO TAXABLE INCOME IS IMPUTED FOR THIS BENEFIT.
- PART I, LINE 1B
- WRITTEN POLICY FOR BENEFITS - WHILE THE SCHOOL DOES NOT HAVE A FORMAL WRITTEN POLICY FOR THE BENEFITS PROVIDED TO THE HEAD OF SCHOOL, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINED THE COMPENSATION AND BENEFITS PACKAGE. THE INDIVIDUALS ON THIS COMMITTEE ARE INDEPENDENT OF THE HEAD OF SCHOOL.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNIVERSITY SCHOOL ALUMNI ASSOCIATION
501(C)(3) · ALUM RELATION · OH · controlled entity
Directly controlled by UNIV SCHOOL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411349349301841
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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