Civic Intelligence

University School

990T • Fiscal year 2022 • EIN 34-0714720

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization ProfileWWW.US.EDU

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20701 Brantley RoadShaker Heights, OH 44122

(216) 932-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

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No earlier filing loaded for comparison.

Net Assets

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Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $131,782,357Liabilities 2011: $20,664,236Net Assets 2011: $111,118,1212011Assets 2012: $157,107,334Liabilities 2012: $38,307,531Net Assets 2012: $118,799,8032012Assets 2013: $167,071,709Liabilities 2013: $39,358,286Net Assets 2013: $127,713,4232013Assets 2014: $169,811,552Liabilities 2014: $32,981,419Net Assets 2014: $136,830,1332014Assets 2015: $165,949,488Liabilities 2015: $29,895,553Net Assets 2015: $136,053,9352015Assets 2017: $155,380,277Liabilities 2017: $19,449,704Net Assets 2017: $135,930,5732017Assets 2018: $159,097,616Liabilities 2018: $18,602,168Net Assets 2018: $140,495,4482018Assets 2019: $156,148,665Liabilities 2019: $17,551,932Net Assets 2019: $138,596,7332019Assets 2021: $196,923,470Liabilities 2021: $18,270,057Net Assets 2021: $178,653,4132021Assets 2024: $231,937,004Liabilities 2024: $15,715,319Net Assets 2024: $216,221,6852024

Latest loaded filing

2024

Assets$231,937,004
Liabilities$15,715,319
Net Assets$216,221,685
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2011: $29,642,6232011Expenses 2012: $29,292,1332012Expenses 2013: $30,321,1792013Revenue 2014: $33,614,424Expenses 2014: $31,935,813Net Income 2014: $1,678,6112014Revenue 2015: $36,732,194Expenses 2015: $33,813,198Net Income 2015: $2,918,9962015Revenue 2017: $34,214,401Expenses 2017: $35,217,840Net Income 2017: -$1,003,4392017Revenue 2018: $35,949,948Expenses 2018: $35,948,944Net Income 2018: $1,0042018Revenue 2019: $36,500,516Expenses 2019: $37,647,312Net Income 2019: -$1,146,7962019Revenue 2021: $66,975,999Expenses 2021: $41,065,425Net Income 2021: $25,910,5742021Revenue 2024: $59,209,631Expenses 2024: $45,992,307Net Income 2024: $13,217,3242024

Latest loaded filing

2024

Revenue$59,209,631
Expenses$45,992,307
Net Income$13,217,324
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of university school is to develop promising and motivated boys into accomplished and independent young men who aspire to make a difference in the world. The school is rigorous. Our programs, led by challenging and supportive faculty, promote intellectual, physical, creative, and moral excellence. We believe these goals are best achieved in a diverse community where tradition is valued and where every boy is known and loved.

Filing and Contact Details

Filer

Filer Name
University School
EIN
34-0714720
Phone
2169320400
Address
20701 BRANTLEY ROAD, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
David Wright
Title
Finance Director
Phone
2169320400
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Raw XML Appendix106 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02715
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1214
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4SUMMIT PART. GROWTH EQ. FUND IX-A LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5VIA ENERGY II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6NEWBURY EQUITY PARTNERS V LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt027906
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS990T/BooksInCareOfDetail/PhoneNum02169320400
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IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-12691
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-134095
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-118880
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PARTNERSHIPS THAT GENERATED UNRELATED BUSINESS INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-118880
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-118880
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02169320400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0340714720
ReturnHeader/Filer/PhoneNum02169320400
ReturnHeader/Filer/USAddress/AddressLine1Txt020701 BRANTLEY ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
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ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$232$15.7$216$59.2$46.0$13.2
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$18.3$179$67.0$41.1$25.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$156$17.6$139$36.5$37.6$1.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$159$18.6$140$35.9$35.9$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$19.4$136$34.2$35.2$1.00
2015Detailed filing. Detailed filing data is available for this year.$166$29.9$136$36.7$33.8$2.92
2014Detailed filing. Detailed filing data is available for this year.$170$33.0$137$33.6$31.9$1.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$167$39.4$128$30.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$38.3$119$29.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$20.7$111$29.6