Nonprofit · EIN 62-1320697
UNIVERSITY SCHOOL OF JACKSON
Tax-exempt · JACKSON, TN 38305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,079,275 | $17,054,409 | $24,866 | $29,709,147 | $9,802,750 | $19,906,397 |
| June 30, 2024 | 990 | $17,207,319 | $16,330,768 | $876,551 | $30,159,861 | $10,619,704 | $19,540,157 |
| June 30, 2023 | 990 | $16,559,752 | $15,524,360 | $1,035,392 | $29,189,017 | $10,870,015 | $18,319,002 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,123,354
- of which government grants
- $10,786
- Program service revenue
- $15,380,014
- Investment income
- $358,851
- Net rental income
- $24,049
- Net gain from sales of assets
- $14,542
- Net income from fundraising events
- $193,007
- Other revenue
- $217,056
Expenses
- Grants and similar amounts paid
- $515,400
- Compensation of officers, directors and key employees
- $236,250
- Other salaries and wages
- $8,716,859
- Salaries, compensation and benefits (total)
- $10,559,586
- Professional fundraising fees
- $0
- Legal fees
- $11,723
- Accounting fees
- $62,455
- Occupancy
- $1,373,395
- Depreciation
- $1,393,015
- Program services (functional)
- $15,317,155
- Management and general (functional)
- $1,439,150
- Fundraising (functional)
- $298,104
Balance sheet and other
- Total assets, start of year
- $30,159,861
- Total assets, end of year
- $29,709,147
- Total liabilities, end of year
- $9,802,750
- Net assets, end of year
- $19,906,397
- Land, buildings and equipment
- $21,541,332
- Publicly traded securities
- $2,476,569
- Net assets without donor restrictions
- $19,195,884
- Net assets with donor restrictions
- $710,513
- Gross receipts
- $17,187,630
- Employees
- 306
- Volunteers
- 350
- Year formed
- 1987
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DON ROE | HEAD OF SCHOOL Officer | 50 | $217,000 | $52,466 |
| RUSSELL ELLIS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $136,396 | $5,968 |
| JAMES HARDEGREE | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $107,244 | $5,796 |
| COURTNEY BURNETTE | LOWER SCHOOL HEAD Highest-paid employee | 40 | $100,050 | $2,588 |
| MATT FITE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN DOUGAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BECKY BASKIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| WILL DEMENT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| COURTNEY GOOLSBY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHEN HAMMOND | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEREDITH MARONEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PRESTON MILLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WHITNEY OVERTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AJAY PATEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HENRY SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD SMITH | TRUSTEE Trustee or director | 2 | $0 |
| TREY TEAGUE | TRUSTEE Trustee or director | 2 | $0 |
| KATHRYN TUCKER | TRUSTEE Trustee or director | 2 | $0 |
| SARA JANE VIA | TRUSTEE Trustee or director | 2 | $0 |
| JEFF WATLINGTON | TRUSTEE Trustee or director | 2 | $0 |
| LEE YANDELL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DON ROE | HEAD OF SCHOOL Officer | 50 | $201,750 | $66,860 |
| RUSSELL ELLIS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $129,420 | $5,303 |
| GEOFFREY LINDLEY | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| MATT FITE | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BECKY BASKIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER CRAIG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILL DEMENT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN DOUGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHEN HAMMOND | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEREDITH MARONEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PRESTON MILLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WHITNEY OVERTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AJAY PATEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HENRY SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TODD SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TREY TEAGUE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHRYN TUCKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SARA JANE VIA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFF WATLINGTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DON ROE | HEAD OF SCHOOL Officer | 50 | $176,750 | $115,860 |
| RUSSELL ELLIS | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $123,257 | $5,072 |
| GEOFFREY LINDLEY | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| MATT FITE | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BECKY BASKIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CAROLINE CAMPBELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENNIFER CRAIG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILL DEMENT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN DOUGAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHAN HAMMOND | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PRESTON MILLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WHITNEY OVERTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASHBY SCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TODD SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TREY TEAGUE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SARA JANE VIA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFF WATLINGTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 240 MCCLELLAN RD, JACKSON, TN 38305-5359
- Principal officer (990 for 2024)
- DON ROE, 232 MCCLELLAN RD, JACKSON, TN 38305
- Signed the 990
- DON ROE, HEAD OF SCHOOL
- Phone
- (731) 664-0812
- Website
- WWW.USJBRUINS.ORG
- Return prepared by
- REYNOLDS BONE & GRIESBECK PLC
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 accomplishments
- 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.Expenses $15,317,155 · grants $515,400 · revenue $15,404,063
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-1320697
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $29,709,147
- Income (IRS master file)
- $17,187,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,079,275 | $17,054,409 | $29,709,147 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $17,207,319 | $16,330,768 | $30,159,861 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $16,559,752 | $15,524,360 | $29,189,017 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $15,750,024 | $13,967,527 | $25,646,980 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-1320697).
Questions about UNIVERSITY SCHOOL OF JACKSON
- What is the EIN of UNIVERSITY SCHOOL OF JACKSON?
- The employer identification number (EIN) of UNIVERSITY SCHOOL OF JACKSON is 62-1320697.
- Is UNIVERSITY SCHOOL OF JACKSON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to UNIVERSITY SCHOOL OF JACKSON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY SCHOOL OF JACKSON file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY SCHOOL OF JACKSON due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY SCHOOL OF JACKSON last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY SCHOOL OF JACKSON?
- The 990 for the year ended June 30, 2025 names DON ROE.
- Who are the officers and directors of UNIVERSITY SCHOOL OF JACKSON?
- The 990 for the year ended June 30, 2025 lists 21 people; 4 received compensation from the organization, the highest $217,000 (DON ROE, HEAD OF SCHOOL).
- How much revenue does UNIVERSITY SCHOOL OF JACKSON have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,079,275, expenses of $17,054,409 and total assets of $29,709,147 at year end.
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