UNIVERSITY SCHOOL OF JACKSON

EIN: 621320697 501(c)(3) Education

JACKSON, TN

Total Revenue
$16,559,752
Total Expenses
$15,524,360
Total Assets
$29,189,017
Net Assets
$18,319,002
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
TN
Principal Officer
DON ROE
Phone
7316640812
Tax Period
2022-07-01 to 2023-06-30

UNIVERSITY SCHOOL OF JACKSON, founded in 1987, is a mid-sized nonprofit in the Education sector that reported $16.6M in total revenue in fiscal year 2022. Expenses of $15.5M left a modest 6% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,792,668
Program Service Revenue $14,402,989
Investment Income $134,135
Other Revenue $229,960
TOTAL REVENUE $16,559,752

Expense Breakdown

Grants Paid $444,343
Salaries & Benefits $9,297,288
Fundraising Expenses $304,925
Program Expenses $13,352,314
Other Expenses $5,782,729
TOTAL EXPENSES $15,524,360

Year-over-Year Comparison

2022 2021 Change
Revenue $16,559,752 $15,750,024 +0.1%
Expenses $15,524,360 $13,967,527 +0.1%
Net Income $1,035,392 $1,782,497 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
277
Volunteers
325

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$292,610
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEOFFREY LINDLEY CHAIRMAN 2.00
Officer Director
$0 $0 $0
MATT FITE VICE CHAIRMAN 2.00
Officer Director
$0 $0 $0
BECKY BASKIN SECRETARY 2.00
Officer Director
$0 $0 $0
CAROLINE CAMPBELL TRUSTEE 2.00
Director
$0 $0 $0
JENNIFER CRAIG TRUSTEE 2.00
Director
$0 $0 $0
WILL DEMENT TRUSTEE 2.00
Director
$0 $0 $0
BRIAN DOUGAN TRUSTEE 2.00
Director
$0 $0 $0
STEPHAN HAMMOND TRUSTEE 2.00
Director
$0 $0 $0
PRESTON MILLER TRUSTEE 2.00
Director
$0 $0 $0
WHITNEY OVERTON TRUSTEE 2.00
Director
$0 $0 $0
ASHBY SCOTT TRUSTEE 2.00
Director
$0 $0 $0
TODD SMITH TRUSTEE 2.00
Director
$0 $0 $0
TREY TEAGUE TRUSTEE 2.00
Director
$0 $0 $0
SARA JANE VIA TRUSTEE 2.00
Director
$0 $0 $0
JEFF WATLINGTON TRUSTEE 2.00
Director
$0 $0 $0
DON ROE HEAD OF SCHOOL 50.00
Officer
$176,750 $115,860 $292,610
RUSSELL ELLIS CHIEF DEVELOPMENT OFFICER 40.00
Highest
$123,257 $5,072 $128,329
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $16,559,752 $15,524,360 $29,189,017 $1,035,392
2022 $15,750,024 $13,967,527 $25,646,980 $1,782,497
2021 $15,584,581 $13,179,787 $24,986,142 $2,404,794
2020 $13,691,163 $12,720,292 $21,789,420 $970,871
2019 $14,041,131 $12,515,322 $18,968,600 $1,525,809
2018 $12,244,401 $12,272,675 $18,150,290 $-28,274
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