2025-04-18T08:53:10-05:00 2024-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-07-01 390942763 UNIVERSITY LAKE SCHOOL INC UNIV 2623676011 4024 NAGAWICKA RD HARTLAND WI 53029 JOHN GRINER PRESIDENT 2623676011 2025-04-17 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-04-03 2023 2025-03-06 01:10:19Z JOHN GRINER 4024 NAGAWICKA RD HARTLAND WI 53029 16602230 0 X WWW.UNIVERSITYLAKE.ORG X 1956 WI UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR UNIQUE AND RIGOROUS CURRICULUM CHALLENGES LEARNERS BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISTIC, AND SERVICE-LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE INTELLECTUAL CURIOSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE. 10 10 110 350 0 0 2876582 10781114 4457230 5410197 121583 299114 79437 35480 7534832 16525905 1500001 1733691 0 0 4050023 4455180 0 0 376908 2115752 2112523 7665776 8301394 -130944 8224511 11881656 20092918 2019522 1966376 9862134 18126542 X UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR UNIQUE AND RIGOROUS CURRICULUM CHALLENGES LEARNERS BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISTIC, AND SERVICE-LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE INTELLECTUAL CURIOSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE. 0 0 4692678 0 5358587 INSTRUCTION & STUDENT ACTIVITIES: THIS PAST YEAR, ULS PROVIDED NEARLY 300 STUDENTS WITH A RIGOROUS YET WELL-ROUNDED EDUCATION THAT BLENDS STRONG ACADEMICS, FINE ARTS, ATHLETICS, LEADERSHIP, LANGUAGE, AND OUTDOOR EXPERIENCES. OUR CURRICULUM FOSTERS CRITICAL THINKING AND LEADERSHIP, WHILE STUDENTS DEVELOP A GLOBAL PERSPECTIVE THROUGH DIVERSE EXPERIENCES. GRADUATES MOVE FORWARD AS WELL-PREPARED, COMPASSIONATE GLOBAL CITIZENS, READY FOR SUCCESS IN COLLEGE AND LIFE. 1733691 1733691 0 FINANCIAL AID AND DISCOUNTS - THE SCHOOL FINANCIAL AID PROGRAM ALLOWS FOR FAMILIES TO MAKE THE INVESTMENT IN THEIR CHILD'S EDUCATION IN A WAY THAT IS MEANINGFUL AND ATTAINABLE FOR THEIR CIRCUMSTANCES. APPROXIMATELY 104 STUDENTS WERE SERVED BY THE FINANCIAL AID PROGRAM. THE PROGRAMS ARE NON-DISCRIMINATORY AND IN FACT ALLOW A BROAD RANGE OF STUDENTS WITH DIVERSE BACKGROUNDS AND EXPERIENCES TO ATTEND ULS. 603738 0 51610 CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, OFF-CAMPUS AND ON-CAMPUS LEADERSHIP EXCURSIONS, FIELD TRIPS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS IN SUPPORT OF THE MISSION. 7030107 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 110 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X MELISSA BENSON 2623676011 4024 NAGAWICKA RD HARTLAND WI 53029 GREG PLOCH TREASURER (THRU JUNE 2024) 1.00 X X 0 0 0 HOLLY MYHRE SECRETARY 1.00 X X 0 0 0 MCKENNA BRYANT TRUSTEE 1.00 X 0 0 0 JOHN GRINER TRUSTEE 1.00 X 0 0 0 ALEX INMAN TRUSTEE 1.00 X 0 0 0 ARNAUD HOUNDEGLA TRUSTEE 1.00 X 0 0 0 ROBERT MLYNAREK TRUSTEE 1.00 X 0 0 0 JOHN O'HORO TRUSTEE 1.00 X 0 0 0 JOAN SHAFER TRUSTEE 1.00 X 0 0 0 MIKE SOLEY JR TRUSTEE 1.00 X 0 0 0 MARGARET TACKES TRUSTEE 1.00 X 0 0 0 MELISSA BENSON CHIEF FINANCIAL OFFICER 50.00 X 123900 0 34662 JOHN DEWIS HEAD OF SCHOOL 50.00 X 200848 0 53817 324748 0 88479 2 0 1 0 TIAA - CREF PO BOX 933326 ATLANTA GA 31193 RETIREMENT PLANNING SERVICES 283060 1 236400 10544714 5100 10781114 TUITION AND FEES 611600 5358587 5358587 BOOSTER CLUB 611710 18901 18901 PARENTS ASSOCIATION REVENUE 611710 12589 12589 SERVICE CLUB 611710 1837 1837 ROBOTICS CLUB 611710 512 512 17771 17771 5410197 299114 299114 17150 0 17150 17150 17150 17875 236400 76325 -58450 -58450 MUSICALS AND PLAYS 611710 21989 21989 APPLICATION FEES 900099 6606 6606 48185 48185 76780 16525905 5410197 0 334594 1733691 1733691 435272 435272 3223776 2784498 252782 186496 116209 116150 59 396664 396462 202 283259 283115 144 15129 15129 33250 33250 11596 11596 21387 20365 1022 2577 2577 56345 56345 158553 126843 15855 15855 565238 548281 11305 5652 5140 5140 26958 26958 519107 503534 10382 5191 ACADEMIC ACTIVITIES 421467 421467 PRINTING & MATERIALS 152350 152350 FIELD TRIPS 60638 60638 ATHLETICS 55428 55428 7360 7360 8301394 7030107 894379 376908 58952 107048 2923329 761283 938359 993676 4965 10505 14840832 10330882 4500794 4509950 3368166 13645678 87091 64778 11881656 20092918 821291 518640 1052656 1353886 58484 29072 87091 64778 2019522 1966376 X 4053975 3449199 5808159 14677343 9862134 18126542 11881656 20092918 8224511 39897 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6141475 7490577 327415 301660 13657807 6573461 35599 125634 593219 6141475 7114820 467041 -523799 484601 6573461 3894156 3394843 98170 260238 12111 7114820 3685938 371832 226223 100000 11053 4172940 0.04169 0.90588 0.05243 0 0 44903 44903 13589581 9651444 3938137 1038884 676130 362754 167464 3308 164156 4509950 LEASE LIABILITY - OPERATING 64778 64778 14896840 39897 -1733691 -1693794 16590634 11596 -76325 -64729 16525905 6632432 76325 76325 6556107 11596 1733691 1745287 8301394 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS AND OPERATIONS FOR OUR MOST CRITICAL PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION GRANTS -1,733,691. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -76,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 76,325. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION GRANTS 1,733,691. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER. SPRING EVENT AUCTION OR FAIRE 254275 236400 17875 1855 1190 7105 20404 750 45021 254275 236400 17875 1855 1190 7105 20404 750 45021 76325 -58450 1 NEEDS BASED FINANCIAL AID 93 979317 MERIT SCHOLARSHIPS 28 367010 INCENTIVE AWARDS 6 17775 TUITION REMISSION 19 369589 PART I, LINE 2: ALL AWARDS ARE GRANTED TO STUDENTS ATTENDING UNIVERSITY LAKE SCHOOL, AND ARE APPLIED AS A CREDIT TO THE STUDENTS ACCOUNT AT THE SCHOOL. FINANCIAL AID IS AWARDED BY A COMMITTEE. MERIT SCHOLARSHIPS ARE BASED ON THE ACHIEVEMENT OF CRITERIA BY THE STUDENT. INCENTIVE AWARDS ARE QUALIFIED FOR BY PARTICIPATION IN DEFINED PROGRAMS DESIGNED TO IMPROVE ENROLLMENT. X 1 0 X X X 0 0 0 1 0 0 0 0 0 JOHN DEWIS HEAD OF SCHOOL 187723 0 13125 0 0 0 7100 0 46717 0 254665 0 0 0 MELISSA BENSON CHIEF FINANCIAL OFFICER 123900 0 0 0 0 0 4956 0 29706 0 158562 0 0 0 PART I, LINE 1A JOHN DEWIS, THE HEAD OF THE SCHOOL, RECEIVED A HOUSING ALLOWANCE THAT WAS INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 5 JOHN DEWIS RECEIVED A $13,125 BONUS FOR ACHIEVING STRATEGIC REVENUE GOALS. 39219 FINANCIAL AID SEE PART V SCHEDULE L, PART III, (E) PURPOSE OF ASSISTANCE: NEED-BASED TUITION ASSISTANCESTUDENTS OF TRUSTEES AND OFFICERS RECEIVING FINANCIAL AID FOLLOW THE SAME NEED-BASED ASSESSMENT AS OTHER STUDENTS RECEIVING FINANCIAL AID AS DESCRIBED ON SCHEDULE I, PART IV. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES WILL BE PROVIDED A COPY OF THE FORM 990 WITHOUT DONOR INFORMATION IN DRAFT FORM FOR REVIEW. THE COMMITTEE, COMPRISED OF SIX TRUSTEES, HAS RECEIVED FROM THE BOARD DELEGATED AUTHORITY AND RESPONSIBILITY TO ACT IN AN OVERSIGHT ROLE FOR THIS AND ALL TAX FILINGS. UPON ACCEPTANCE BY THE COMMITTEE, A COPY WILL BE PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THE BEGINNING OF THE YEAR. THE BUSINESS OFFICE THEN MONITORS TRANSACTION RELATIVE TO THE DISCLOSED INFORMATION. WHEN A CONFLICT BECOMES KNOWN THE BOARD IS INFORMED OF THE CONFLICT AND THE PERSON IS EXCUSED FROM THE DISCUSSION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE HEAD OF SCHOOL, ASSOCIATE HEAD OF SCHOOL, AND HEAD OF ADMINISTRATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. IN DETERMINING THIS COMPENSATION, THE COMMITTEE EVALUATES COMPARABLE LOCAL AND NATIONAL DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE DOCUMENTS NOT REQUIRED BY LAW (I.E. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS) AVAILABLE TO THE PUBLIC.