Civic Intelligence

University School Alumni Association

990 • Fiscal year 2020 • EIN 34-6513026

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileN/A
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

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

40th percentile

0.8%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$125,730

Up $28,663 (+30%) from 2019

Net Assets

Up

$125,730

Up $28,663 (+30%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin40th percentile

Revenue

Up

$3,423,017

Up $331,258 (+11%) from 2019

Expenses

Up

$3,394,354

Up $312,959 (+10%) from 2019

Net Income

Up

$28,663

Up $18,299 (+177%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2010: $74,923Liabilities 2010: $0Net Assets 2010: $74,9232010Assets 2011: $83,447Liabilities 2011: $0Net Assets 2011: $83,4472011Assets 2012: $87,972Liabilities 2012: $0Net Assets 2012: $87,9722012Assets 2013: $57,077Liabilities 2013: $0Net Assets 2013: $57,0772013Assets 2014: $59,476Liabilities 2014: $0Net Assets 2014: $59,4762014Assets 2015: $61,094Liabilities 2015: $0Net Assets 2015: $61,0942015Assets 2016: $81,524Liabilities 2016: $0Net Assets 2016: $81,5242016Assets 2017: $71,787Liabilities 2017: $0Net Assets 2017: $71,7872017Assets 2018: $86,703Liabilities 2018: $0Net Assets 2018: $86,7032018Assets 2019: $97,067Liabilities 2019: $0Net Assets 2019: $97,0672019Assets 2020: $125,730Liabilities 2020: $0Net Assets 2020: $125,7302020Assets 2021: $141,981Liabilities 2021: $0Net Assets 2021: $141,9812021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$125,730
Liabilities$0
Net Assets$125,730
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,411,4262010Expenses 2011: $2,451,5422011Expenses 2012: $2,415,7202012Expenses 2013: $2,588,5302013Revenue 2014: $2,750,022Expenses 2014: $2,747,623Net Income 2014: $2,3992014Revenue 2015: $2,910,273Expenses 2015: $2,908,655Net Income 2015: $1,6182015Revenue 2016: $2,973,039Expenses 2016: $2,952,609Net Income 2016: $20,4302016Revenue 2017: $3,119,048Expenses 2017: $3,128,785Net Income 2017: -$9,7372017Revenue 2018: $3,144,435Expenses 2018: $3,129,519Net Income 2018: $14,9162018Revenue 2019: $3,091,759Expenses 2019: $3,081,395Net Income 2019: $10,3642019Revenue 2020: $3,423,017Expenses 2020: $3,394,354Net Income 2020: $28,6632020Revenue 2021: $3,476,186Expenses 2021: $3,459,935Net Income 2021: $16,2512021Revenue 2022: $3,417,349Expenses 2022: $3,417,349Net Income 2022: $02022Revenue 2023: $3,525,175Expenses 2023: $3,525,175Net Income 2023: $02023Revenue 2024: $3,766,772Expenses 2024: $3,766,772Net Income 2024: $02024

Highlighted filing

2020

Revenue$3,423,017
Expenses$3,394,354
Net Income$28,663
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$3,726,067
Mission and Program Overview

Mission

The mission of the alumni association is to support university school in its commitment to excellence by engaging in meaningful ways an active, independent association of alumni who are connected, informed and actively involved in the life and work of the school, thus increasing philanthropic support of the school by the alumni.

To support university school in its commitment to excellency by engaging alumni who are actively involved in the life and work of the school, increasing philanthropic support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$97,067$125,730▲ $28,663
Total Assets$97,067$125,730▲ $28,663
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$97,067$125,730▲ $28,663
Total Net Assets Fund Balance$97,067$125,730▲ $28,663
Total Liabilities and Net Assets / Fund Balance$97,067$125,730▲ $28,663
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Rob HartfordPresident
Adam DaroffTrustee
Anuraag ChigurapatiTrustee
Ari DeutchmanTrustee
Brian TigheTrustee
Brooks BatchellerTrustee
Chris StakichTrustee
Doug WhitnerTrustee
Drew CarletonTrustee
George HoltTrustee
Josh Stein-sapirTrustee
Mac MccannTrustee
Matt ChristTrustee
Mitch SteinTrustee
Raveev PatelTrustee
Robert KaminskiTrustee
Robert YavorTrustee
Steve DemetriouTrustee
Terry DoyleTrustee
Tim HorsburghTrustee
Tony PeeblesTrustee
Will FultonTrustee
Jay PeaseSecretary
Andrew BennettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,420,746
Program Service Revenue
$6,462
Investment Income
$-4,191
Other Revenue
$0
All Other Contributions
$3,420,746
Change in Net Assets
$28,663

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded37$303,050Fair Market Value (FMV)
Total Noncash Contributions37$303,050-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,166,988
Other Expenses$227,366
Total Fundraising Expense$44,656
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,166,988--$3,166,988
Other Expenses$46,167-$29,567$29,567
Office Expenses$10,059-$15,089$25,148
Travel$1,617--$1,617
Total Functional Expenses$3,349,698$0$44,656$3,394,354
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University SchoolShaker Heights, OH501(c)(3)Education$3,166,988
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Review of form 990 - the alumni association's form 990 is reviewed by the audit committee of university school, a related section 501(c)(3) organization which the alumni association supports.”

Form 990, Part VI, Section C, Line 19

“Availability of documents - the association does not make its financial statements, organizing documents, or conflict policy available to the public.”

Filing and Contact Details

Filer

Filer Name
University School Alumni Association
EIN
34-6513026
Phone
2169320400
Address
20701 BRANTLEY ROAD, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
David Wright
Title
Finance Director
Phone
2169320400
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Hartford
Formed
1890
Legal Domicile
Oh
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
100

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fin 48 (asc 740) footnote - income taxes: the school (a related section 501(c)(3) organization) and association are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. They believe they have appropriate support for any tax positions taken and, as such, do not have any uncertain tax positions that are material to the financial statements. The school's and association's federal exempt organization business returns are subject to examination by the irs, generally for three years after they were filed.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
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IRS990/MissionDesc0THE MISSION OF THE ALUMNI ASSOCIATION IS TO SUPPORT UNIVERSITY SCHOOL IN ITS COMMITMENT TO EXCELLENCE BY ENGAGING IN MEANINGFUL WAYS AN ACTIVE, INDEPENDENT ASSOCIATION OF ALUMNI WHO ARE CONNECTED, INFORMED AND ACTIVELY INVOLVED IN THE LIFE AND WORK OF THE SCHOOL, THUS INCREASING PHILANTHROPIC SUPPORT OF THE SCHOOL BY THE ALUMNI.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BECAUSE OF ITS CLOSE CONNECTION TO UNIVERSITY SCHOOL (THE SUPPORTED ORGANIZATION), THE ALUMNI ASSOCIATION SOLICITS DONATIONS TO FURTHER UNIVERSITY'S SCHOOLS EDUCATIONAL PURPOSES. THE ALUMNI ASSOCIATION HOSTS ALUMNI EVENTS, PUBLISHES A JOURNAL AND AN ANNUAL REPORT TO ALUMNI, AND ACTIVELY ENCOURAGES ALUMNI TO MAKE DONATIONS TO THE ASSOCIATION OR DIRECTLY TO THE SCHOOL. THE ALUMNI ASSOCIATION CONTRIBUTES ALMOST ALL OF ITS DONATIONS EACH YEAR TO UNIVERSITY SCHOOL SO THAT THE SCHOOL CAN USE THE FUNDS TO FURTHER ITS EDUCATIONAL PURPOSES. AS SHOWN ON THE BALANCE SHEET (FORM 990, PART X), THE ALUMNI ASSOCIATION KEEPS ONLY A MODEST AMOUNT OF CASH ON-HAND. ALL OTHER FUNDS ARE GIVEN TO UNIVERSITY SCHOOL TO PAY FOR ALUMNI FUNCTIONS. IN THIS WAY, UNIVERSITY SCHOOL HAS A SIGNIFICANT VOICE IN DIRECTING THE ALUMNI ASSOCIATION'S ASSETS AND INCOME AT ALL TIMES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ALUMNI ASSOCIATION SUPPORTS UNIVERSITY SCHOOL, A SECTION 501(C)(3) PRIVATE EDUCATIONAL ORGANIZATION FOR GRADES K THROUGH 12. THE ALUMNI ASSOCIATION CONTINUALLY COMMUNICATES WITH ALUMNI TO FOSTER SCHOOL SPIRIT AFTER GRADUATION AND TO SOLICIT CONTRIBUTIONS TO SUPPORT THE SCHOOL. UNIVERSITY SCHOOL SIGNIFICANTLY BENEFITS FROM THE ALUMNI ASSOCIATION'S EFFORTS FINANCIALLY THROUGH THE ANNUAL DONATION OF MORE THAN $2.5 MILLION TO THE SCHOOL AND FROM THE COMMUNICATIONS AND EVENTS THAT ENGAGE ALUMNI TO KEEP THEIR INTEREST IN THEIR ALMA MATER. THE ALUMNI ASSOCIATION CONCENTRATES 100% OF ITS FINANCIAL AND NON-FINANCIAL EFFORTS ON FURTHERING THE EDUCATIONAL PURPOSES OF UNIVERSITY SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ABSENT THE EFFORTS OF THE ALUMNI ASSOCIATION, UNIVERSITY SCHOOL (THE SUPPORTED ORGANIZATION) WOULD HAVE TO USE ITS OWN EFFORTS AND PERSONNEL TO SOLICIT CONTRIBUTIONS FROM ALUMNI AND TO HOST EVENTS THAT ENGAGE ALUMNI WITH THE GOAL OF ENSURING THAT ALUMNI REMAIN COMMITTED TO UNIVERSITY SCHOOL'S EDUCATIONAL PURPOSES AND CONTINUED EXISTENCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SIGNIFICANT VOICE IN OPERATIONS - PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1ACTIVITIES TEST EXPLANATION - PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2ACTIVITIES TEST EXPLANATION - PART IV, SECTION E, LINE 2B:
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,730
Liabilities
$0
Net assets
$125,730
Revenue
$3,423,017
Expenses
$3,394,354
Net income
$28,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.77$3.77$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.53$3.53$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.42$3.42$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$3.48$3.46$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$3.42$3.39$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$3.09$3.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$3.14$3.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$3.12$3.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.97$2.95$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$2.91$2.91$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$2.75$2.75$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$2.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$2.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$2.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$2.41