Civic Intelligence

University School

990T • Fiscal year 2024 • EIN 34-0714720

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

20701 Brantley RoadShaker Heights, OH 44122

(216) 932-0400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Operations Trend

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
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v8.0
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
Mike Degrandis
Title
Finance Director
Phone
2169320400
Signed
2025-05-14
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 Appendix103 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt051779
IRS1120ScheduleD/Form4797GainOrLossAmt01674
IRS1120ScheduleD/NetCapitalGainAmt051779
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt051779
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt050105
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0164
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1606
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt211281
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt35140
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4-15538
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt548452
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LEXINGTON CAP. PARTNERS VII LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1NEWBURY EQUITY PARTNERS III, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2TIFF PRIV. EQ. PARTNERS 2011, LLC
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3NEWBURY EQUITY PARTNERS V LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4MADISON DEARBORN CAP.PARTNERS VIII-A LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5MADISON DEARBORN CAP.PARTNERS VIII-B LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt050105
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0416
IRS990T/BooksInCareOfDetail/PersonNm0MIKE DEGRANDIS
IRS990T/BooksInCareOfDetail/PhoneNum02169320400
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt020701 BRANTLEY ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SHAKER HEIGHTS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd044122
IRS990T/BookValueAssetsEOYAmt0231937004
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd01
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0136948
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt051779
IRS990TScheduleA/NetOperatingLossDeductionAmt011930
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-36867
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt014912
IRS990TScheduleA/TotUnrltTrdBusIncmAmt014912
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN PARTNERSHIPS THAT GENERATED UNRELATED BUSINESS INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt014912
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02982
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0416
IRS990T/TaxLessCreditsAmt0416
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0416
IRS990T/TotalTaxComputationAmt0416
IRS990T/TotalUBTIAmt01982
IRS990T/TotalUBTIBeforeNOLSpecificAmt02982
IRS990T/TotalUBTIBeforeSection199AAmt02982
IRS990T/TotalUBTIComputedAmt02982
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE DEGRANDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02169320400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0340714720
ReturnHeader/Filer/PhoneNum02169320400
ReturnHeader/Filer/USAddress/AddressLine1Txt020701 BRANTLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340677006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALONEY NOVOTNY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 SUPERIOR AVE SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142540
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER B ANDERSON
ReturnHeader/ReturnTs02025-05-14T09:44:45-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
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