UNIVERSITY SCHOOL OF JACKSON

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

DON ROE

Phone

7316640812

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY SCHOOL OF JACKSON, founded in 1987, is a mid-sized nonprofit in the Education sector that reported $17.1M in total revenue in fiscal year 2024.

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 MAXIMUM POTENTIAL.

Program Service Accomplishments

Program 1

Expenses: $15,317,155 Revenue: $15,404,063

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...

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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,123,354

Program Service Revenue $15,380,014

Investment Income $358,851

Other Revenue $217,056

TOTAL REVENUE $17,079,275

Expense Breakdown

Grants Paid $515,400

Salaries & Benefits $10,559,586

Fundraising Expenses $298,104

Program Expenses $15,317,155

Other Expenses $5,979,423

TOTAL EXPENSES $17,054,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,079,275	$17,207,319	0.0%
Expenses	$17,054,409	$16,330,768	+0.0%
Net Income	$24,866	$876,551	-1.0%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

306

Volunteers

350

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

$269,466

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT FITE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BRIAN DOUGAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BECKY BASKIN	SECRETARY	2.00	Officer Director	$0	$0	$0
WILL DEMENT	TRUSTEE	2.00	Director	$0	$0	$0
COURTNEY GOOLSBY	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN HAMMOND	TRUSTEE	2.00	Director	$0	$0	$0
MEREDITH MARONEY	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
AJAY PATEL	TRUSTEE	2.00	Director	$0	$0	$0
HENRY SMITH	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
KATHRYN TUCKER	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
LEE YANDELL	TRUSTEE	2.00	Director	$0	$0	$0
DON ROE	HEAD OF SCHOOL	50.00	Officer	$217,000	$52,466	$269,466
RUSSELL ELLIS	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$136,396	$5,968	$142,364
JAMES HARDEGREE	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$107,244	$5,796	$113,040
COURTNEY BURNETTE	LOWER SCHOOL HEAD	40.00	Highest	$100,050	$2,588	$102,638

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
2025	$17,079,275	$17,054,409	$29,709,147	$24,866
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