Nonprofit · EIN 38-1360536
UNIVERSITY LIGGETT SCHOOL
Tax-exempt · GROSSE PT WDS, MI 48236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $26,972,073 | $27,364,737 | -$392,664 | $52,603,657 | $11,042,921 | $41,560,736 |
| June 30, 2024 | 990 | $24,515,362 | $25,848,758 | -$1,333,396 | $52,784,728 | $12,383,695 | $40,401,033 |
| June 30, 2023 | 990 | $24,970,466 | $25,247,565 | -$277,099 | $52,221,024 | $12,750,742 | $39,470,282 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,183,764
- Program service revenue
- $19,382,432
- Investment income
- $2,296,521
- Net rental income
- $84,055
- Net gain from sales of assets
- $726,453
- Net income from fundraising events
- $331,414
- Net income from sales of inventory
- $11,031
- Other revenue
- $1,109,356
Expenses
- Grants and similar amounts paid
- $4,837,019
- Compensation of officers, directors and key employees
- $1,039,590
- Other salaries and wages
- $9,244,090
- Salaries, compensation and benefits (total)
- $14,145,203
- Professional fundraising fees
- $0
- Legal fees
- $61,567
- Accounting fees
- $38,484
- Occupancy
- $928,009
- Travel
- $122,266
- Depreciation
- $2,214,274
- Program services (functional)
- $22,318,150
- Management and general (functional)
- $3,719,853
- Fundraising (functional)
- $1,326,734
Balance sheet and other
- Total assets, start of year
- $52,784,728
- Total assets, end of year
- $52,603,657
- Total liabilities, end of year
- $11,042,921
- Net assets, end of year
- $41,560,736
- Land, buildings and equipment
- $16,235,952
- Publicly traded securities
- $33,194,718
- Net assets without donor restrictions
- $15,602,254
- Net assets with donor restrictions
- $25,958,482
- Gross receipts
- $31,393,241
- Employees
- 285
- Volunteers
- 106
- Year formed
- 1923
- State of legal domicile
- MI
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 |
|---|---|---|---|---|
| THOMAS SHEPPARD | HEAD OF SCHOOL Trustee or director, Officer | 60 | $347,357 | $63,034 |
| KELLEY HAMILTON ASSC HEAD | OF SCHOOL FOR EXT RELATIONS/OPS Key employee | 60 | $227,215 | $62,901 |
| ANCA MITCHELL DIRECTOR OF | FINANCE & HUMAN RESOURCES Officer | 60 | $121,223 | $104,935 |
| PAUL ROSSI | ASSC. HEAD OF MIDDLE SCHOOL Highest-paid employee | 60 | $123,844 | $68,083 |
| MARGARET DETTLINGER | ASSC. HEAD OF LOWER SCHOOL Highest-paid employee | 60 | $151,064 | $15,685 |
| SHERNAZ MINWALLA | ASSC. HEAD OF UPPER SCHOOL Highest-paid employee | 60 | $132,097 | $25,410 |
| LEYTHON WILLIAMS ASST HEAD | OF ATHLETICS (THROUGH 01/2025) Highest-paid employee | 60 | $127,812 | $27,175 |
| MICHELLE CURETON DIR OF | COMM. ENGMT. (THROUGH 01/2025) Highest-paid employee | 60 | $126,074 | $3,068 |
| DEVIN FRANK | ASSC. HEAD OF FINANCE & OPERATIONS Officer | 60 | $94,427 | $18,498 |
| GRETCHEN KNOELL | PRESIDENT - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| PAUL DUHAIME | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS NOECKER | TREASURER- TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| TONY SMITH | SECRETARY - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| AARON MONTGOMERY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| BB FRIEDBERG REIS | TRUSTEE Trustee or director | 10 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA HALADJIAN | TRUSTEE Trustee or director | 10 | $0 |
| DOUG BLATT | TRUSTEE Trustee or director | 10 | $0 |
| ERIN MARTIN | TRUSTEE Trustee or director | 10 | $0 |
| JEFFREY LAETHEM | TRUSTEE Trustee or director | 10 | $0 |
| JOAN PRIMO | TRUSTEE Trustee or director | 10 | $0 |
| JODY INGLE | TRUSTEE Trustee or director | 10 | $0 |
| JOHN W STROH III | TRUSTEE Trustee or director | 10 | $0 |
| KRISTEN FEEMSTER-KIM | TRUSTEE Trustee or director | 10 | $0 |
| LORE MORAN DODGE | TRUSTEE Trustee or director | 10 | $0 |
| MAUREEN JUIP | TRUSTEE Trustee or director | 10 | $0 |
| PAUL HUEBNER | TRUSTEE Trustee or director | 10 | $0 |
| RICHARD BERRI | TRUSTEE Trustee or director | 10 | $0 |
| SONIA EDEN | TRUSTEE (THROUGH 04/2025) Trustee or director | 10 | $0 |
| STEPHEN BROWNELL | TRUSTEE Trustee or director | 10 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLEY HAMILTON ASSC HEAD | OF SCHOOL FOR EXT RELATIONS/OPS Key employee | 60 | $218,038 | $60,941 |
| THOMAS SHEPPARD | HEAD OF SCHOOL Trustee or director, Officer | 60 | $218,191 | $29,290 |
| ANCA MITCHELL | CHIEF FINANCIAL OFFICER Officer | 60 | $116,177 | $98,248 |
| CHRISTIAN BRONK | FORMER HEAD OF SCHOOL Former | 60 | $160,948 | $31,755 |
| PAUL ROSSI | ASSC. HEAD OF MIDDLE SCHOOL Highest-paid employee | 60 | $119,954 | $62,690 |
| MARGARET DETTLINGER | ASSC. HEAD OF LOWER SCHOOL Highest-paid employee | 60 | $147,110 | $15,263 |
| SHERNAZ MINWALLA | ASSC. HEAD OF UPPER SCHOOL Highest-paid employee | 60 | $127,131 | $25,435 |
| DENIELLE FLYNN | SCHOOL LEARNING SUPPORT SPECIALIST Highest-paid employee | 40 | $110,924 | $36,250 |
| STEPHANIE SIKORA | DIRECTOR OF ENROLLMENT MANAGEMENT Highest-paid employee | 60 | $120,392 | $25,261 |
| DAVID A NICHOLSON | PRESIDENT - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| REBECCA D'ARCY O'REILLY | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| GRETCHEN KNOELL | TREASURER - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| TONY SMITH | SECRETARY - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| AARON MONTGOMERY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| BB FRIEDBERG REIS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CALVIN FORD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CARLA HALADJIAN | TRUSTEE Trustee or director | 10 | $0 | $0 |
| DOUG BLATT | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOAN PRIMO | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JODY INGLE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOE SCHMITT | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOHN W STROH III | TRUSTEE Trustee or director | 10 | $0 | $0 |
| KRISTEN FEEMSTER-KIM | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LORE MORAN DODGE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| MAUREEN JUIP | TRUSTEE Trustee or director | 10 | $0 | $0 |
| NICHOLAS NOECKER | TRUSTEE Trustee or director | 10 | $0 | $0 |
| PAUL DUHAIME | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RAYMOND PITERA | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RICHARD BERRI | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RICHARD DAHLING | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RICK LEONARD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| SAVARIOR MOSS-SERVICE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| SONIA EDEN | TRUSTEE Trustee or director | 10 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTIAN BRONK | HEAD OF SCHOOL (THROUGH 06/2023) Trustee or director, Officer | 60 | $353,069 | $76,237 |
| KELLEY HAMILTON ASSC HEAD | OF SCHOOL FOR EXT RELATIONS/OPS Key employee | 60 | $212,713 | $59,444 |
| ANCA MITCHELL | CHIEF FINANCIAL OFFICER Officer | 60 | $113,993 | $91,678 |
| MICHEAL MEDVINSKY | DEAN OF PEDAGOGY AND INNOVATION Highest-paid employee | 60 | $102,904 | $101,731 |
| PAUL ROSSI | ASSC. HEAD OF MIDDLE SCHOOL Highest-paid employee | 60 | $117,005 | $57,730 |
| MARGARET DETTLINGER | ASSC. HEAD OF LOWER SCHOOL Highest-paid employee | 60 | $145,791 | $15,192 |
| DENIELLE FLYNN MIDDLE | SCHOOL LEARNING SUPPORT SPECIALIST Highest-paid employee | 60 | $108,456 | $48,174 |
| SHERNAZ MINWALLA | ASSC. HEAD OF UPPER SCHOOL Highest-paid employee | 60 | $126,199 | $22,418 |
| DAVID A NICHOLSON | PRESIDENT - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| REBECCA D'ARCY O'REILLY | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| GRETCHEN KNOELL | TREASURER - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| WILLIAM BRUSILOW | SECRETARY - TRUSTEE Trustee or director, Officer | 10 | $0 | $0 |
| AARON MONTGOMERY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| BB FRIEDBERG REIS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CALVIN FORD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CARLA HALADJIAN | TRUSTEE Trustee or director | 10 | $0 | $0 |
| DOUG BLATT | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOAN PRIMO | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JODY INGLE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOHN W STROH III | TRUSTEE Trustee or director | 10 | $0 | $0 |
| KAREN FOX | TRUSTEE Trustee or director | 10 | $0 | $0 |
| KRISTEN FEEMSTER-KIM | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LORE MORAN DODGE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| NICHOLAS NOECKER | TRUSTEE Trustee or director | 10 | $0 | $0 |
| PAUL DUHAIME | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RAYMOND PITERA | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RICHARD BERRI | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RICHARD DAHLING | TRUSTEE Trustee or director | 10 | $0 | $0 |
| RICK LEONARD | TRUSTEE Trustee or director | 10 | $0 | $0 |
| SAVARIOR MOSS-SERVICE | TRUSTEE Trustee or director | 10 | $0 | $0 |
| TONY SMITH | TRUSTEE Trustee or director | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1045 COOK RD, GROSSE PT WDS, MI 48236-2509
- In care of
- % UNIVERSITY LIGGETT SCHOOL
- Principal officer (990 for 2024)
- DEVIN FRANK, 1045 COOK ROAD, GROSSE POINTE WOODS, MI 482362590
- Signed the 990
- DEVIN FRANK, CFO
- Phone
- (313) 884-4444
- Website
- WWW.ULS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
INSPIRING LIVES OF PURPOSE THROUGH EDUCATION GROUNDED IN A SPIRIT OF DISCOVERY UNIVERSITY LIGGETT SCHOOL IS A COMMUNITY COMMITTED TO EXCELLENCE IN TEACHING AND LEARNING. WE NURTURE CURIOSITY, INSTILL CONFIDENCE, AND FOSTER PERSONAL AND (CONTINUED ON SCHEDULE O) COLLECTIVE GROWTH, THEREBY EMPOWERING YOUNG PEOPLE TO SHAPE A BRIGHTER FUTURE FOR ALL.
Program accomplishments
- AT THE CENTER OF THAT BELIEF IS LIGGETT'S CURRICULUM, WHICH ALLOWS STUDENTS TO DRIVE THE PROCESS OF THEIR OWN ACADEMIC GROWTH. FROM PRE-K3 THROUGH 12TH GRADE, STUDENTS BECOME ACTIVE PARTICIPANTS IN THEIR LEARNING EXPERIENCE. THEY DISCOVER THEIR PASSIONS. THEY UNCOVER QUESTIONS. THEY PROPOSE ANSWERS. AND, IN DOING SO, THEY TURN INFORMATION INTO UNDERSTANDING. THIS FORWARD-THINKING APPROACH ALLOWS STUDENTS TO APPLY THEIR LEARNING, ABSORB IT AND THEN DEMONSTRATE WHAT THEY HAVE LEARNED, BOTH INSIDE THE CLASSROOM AND OUT. (CONTINUED ON SCHEDULE O)OUR GUIDING PHILOSOPHY COMPRISES FIVE CORE TENETS - CRITICAL THINKING, CREATIVITY, TEAMWORK, ADAPTABILITY AND UNIVERSALISM. BEGINNING IN PREKINDERGARTEN, THE CURRICULUM COVERS THREE PHASES OF LEARNING AND DEVELOPMENT IN THE LOWER, MIDDLE AND UPPER SCHOOLS.Expenses $22,318,150 · grants $4,837,019 · revenue $19,382,432
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
- 38-1360536
- 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
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $52,603,657
- Income (IRS master file)
- $31,393,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $26,972,073 | $27,364,737 | $52,603,657 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $24,515,362 | $25,848,758 | $52,784,728 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $24,970,466 | $25,247,565 | $52,221,024 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $25,942,079 | $24,333,470 | $51,608,437 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | 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 38-1360536).
Questions about UNIVERSITY LIGGETT SCHOOL
- What is the EIN of UNIVERSITY LIGGETT SCHOOL?
- The employer identification number (EIN) of UNIVERSITY LIGGETT SCHOOL is 38-1360536.
- Is UNIVERSITY LIGGETT SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to UNIVERSITY LIGGETT SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY LIGGETT SCHOOL 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 LIGGETT SCHOOL 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 LIGGETT SCHOOL 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 LIGGETT SCHOOL?
- The 990 for the year ended June 30, 2025 names DEVIN FRANK.
- Who are the officers and directors of UNIVERSITY LIGGETT SCHOOL?
- The 990 for the year ended June 30, 2025 lists 29 people; 9 received compensation from the organization, the highest $347,357 (THOMAS SHEPPARD, HEAD OF SCHOOL).
- How much revenue does UNIVERSITY LIGGETT SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $26,972,073, expenses of $27,364,737 and total assets of $52,603,657 at year end.
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