UNIVERSITY LAKE SCHOOL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY LAKE SCHOOL INC (EIN 39-0942763)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349313195
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:44:54-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 N RADNOR-CHESTER RD SUITE 200 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390942763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY LAKE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 2623676011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA RD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM RIX | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623676011 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | RIX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SOLOMON MARDAKHAEV | PreparerPersonNm |
| PTIN | P01806552 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM RIX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA RD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,816,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIVERSITYLAKE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR DYNAMIC AND RIGOROUS CURRICULUM CHALLENGES THE WHOLE STUDENT 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 310 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,700,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,515,711 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,729,734 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,523,543 | CYProgramServiceRevenueAmt |
| PY Investment Income | $650,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | $128,740 | PYOtherRevenueAmt |
| CY Other Revenue | $140,752 | CYOtherRevenueAmt |
| PY Total Revenue | $7,209,349 | PYTotalRevenueAmt |
| CY Total Revenue | $7,244,487 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,610,391 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,700,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,333,022 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,653,269 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $597,056 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,846,951 | PYOtherExpensesAmt |
| CY Other Expenses | $1,892,055 | CYOtherExpensesAmt |
| PY Total Expenses | $6,790,364 | PYTotalExpensesAmt |
| CY Total Expenses | $7,245,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $418,985 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,151,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,416,364 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,590,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,444,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,561,296 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,971,892 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR DYNAMIC AND RIGOROUS CURRICULUM CHALLENGES THE WHOLE STUDENT 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,507,257 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,423,201 | RevenueAmt |
| Desc | INSTRUCTION & STUDENT ACTIVITIES ENCOMPASSES A VAST MAJORITY OF EXPENSES. APPROXIMATELY 260 STUDENTS EXPERIENCE A UNIQUE AND RIGOROUS EDUCATION AT ULS THAT INCLUDES ROBUST ACADEMICS, FINE ARTS, AND ATHLETIC PROGRAMMING ALONG WITH A DEEP CONNECTION TO THE OUTDOORS AND THE GLOBAL COMMUNITY. STUDENTS MATRICULATE ON TO THE NEXT GRADE LEVEL AND EVENTUALLY TO COLLEGE AS WELL PREPARED GLOBAL CITIZENS AND LEADERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,700,300 | ExpenseAmt |
| Grant | $1,700,300 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $513,554 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $100,342 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,721,111 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA BENSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2623676011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA RD | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TIMOTHY HORNER | ||||||
| INTERIM HEAD OF SCHOOL (THRU JUNE 22) | 40.00 | Yes (X) | $161,260 | $0 | $15,096 | |
| WILLIAM LUTZEN | ||||||
| CHIEF FINANCIAL OFFICER (THRU DEC 21) | 20.00 | Yes (X) | $34,399 | $0 | $0 | |
| MELISSA BENSON | ||||||
| CHIEF FINANCIAL OFFICER (FROM JAN 22) | 40.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM RIX | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARTIN DITKOF | ||||||
| SECRETARY / VICE PRESIDENT (THRU JUNE 22) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG PLOCH | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HOLLY MYHRE | ||||||
| SECRETARY (FROM JUNE 22) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MCKENNA BRYANT | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| REBECCA GALLAGHER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT GASS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN GRINER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS GUSTAFSON | ||||||
| TRUSTEE (THRU JUNE 22) | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ALEX INMAN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| AMY LAMACCHIA | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN O'HORO | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOAN SHAFER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE SOLEY JR | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN STARK | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET TACKES | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PAUL VERDU | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,659 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVIR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N WATER STREET SUITE 370 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COVID TESTING AND SUPPORT | ServicesDesc |
| Compensation | $107,838 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $47,367 | FundraisingAmt |
| Government Grants | $1,177,589 | GovernmentGrantsAmt |
| All Other Contributions | $1,290,755 | AllOtherContributionsAmt |
| Total Contributions | $2,515,711 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $4,423,201 | $4,423,201 |
| SERVICE CLUB | 900099 | $69,140 | $69,140 |
| BOOSTER CLUB | 900099 | $31,202 | $31,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,523,543 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,800 | TotalRevenueColumnAmt |
| Exclusion | $102,800 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,350 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,350 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,350 | TotalRevenueColumnAmt |
| Exclusion | $18,350 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,445,347 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,483,666 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$38,319 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,319 | TotalRevenueColumnAmt |
| Exclusion | -$38,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $113,366 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $47,367 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $88,239 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,127 | TotalRevenueColumnAmt |
| Exclusion | $25,127 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $97,275 | TotalRevenueColumnAmt |
| Exclusion | $97,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $97,275 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,244,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,523,543 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $205,233 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,300 | TotalAmt |
| Program Services | $1,700,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,663 | TotalAmt |
| Management And General | $292,663 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,794,853 | TotalAmt |
| Program Services | $2,188,738 | ProgramServicesAmt |
| Management And General | $274,949 | ManagementAndGeneralAmt |
| Fundraising | $331,166 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,379 | TotalAmt |
| Program Services | $229,438 | ProgramServicesAmt |
| Management And General | $99,218 | ManagementAndGeneralAmt |
| Fundraising | $29,723 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,374 | TotalAmt |
| Program Services | $118,245 | ProgramServicesAmt |
| Management And General | $73,810 | ManagementAndGeneralAmt |
| Fundraising | $15,319 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,246 | TotalAmt |
| Management And General | $21,246 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,708 | TotalAmt |
| Management And General | $124,143 | ManagementAndGeneralAmt |
| Fundraising | $19,565 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,110 | TotalAmt |
| Program Services | $171,288 | ProgramServicesAmt |
| Management And General | $21,411 | ManagementAndGeneralAmt |
| Fundraising | $21,411 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,710 | TotalAmt |
| Program Services | $507,999 | ProgramServicesAmt |
| Management And General | $10,474 | ManagementAndGeneralAmt |
| Fundraising | $5,237 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,152 | TotalAmt |
| Program Services | $462,837 | ProgramServicesAmt |
| Management And General | $9,543 | ManagementAndGeneralAmt |
| Fundraising | $4,772 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ACADEMIC ACTIVITIES | $245,897 | $245,897 | |
| PRINTING & MATERIALS | $91,722 | $91,722 | |
| SPECIAL EVENTS | $78,141 | $78,141 | |
| ATHLETICS | $48,224 | $48,224 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,145 | TotalAmt |
| Program Services | $48,145 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,245,624 | TotalAmt |
| Program Services | $5,721,111 | ProgramServicesAmt |
| Management And General | $927,457 | ManagementAndGeneralAmt |
| Fundraising | $597,056 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,922 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,750 | BOYAmt |
| EOY | $37,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,791,174 | BOYAmt |
| EOY | $2,925,999 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,062 | BOYAmt |
| EOY | $15,054 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,587 | BOYAmt |
| EOY | $46,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,905,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,314,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,796,975 | BOYAmt |
| EOY | $4,591,396 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,841,512 | BOYAmt |
| EOY | $3,800,132 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,151,982 | BOYAmt |
| EOY | $11,416,364 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,403 | BOYAmt |
| EOY | $468,275 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,743 | BOYAmt |
| EOY | $976,197 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,959 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,581 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590,686 | BOYAmt |
| EOY | $1,444,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,152,472 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,561,296 | BOYAmt |
| EOY | $5,819,420 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,561,296 | BOYAmt |
| EOY | $9,971,892 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,151,982 | BOYAmt |
| EOY | $11,416,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$588,267 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,794,156 | BeginningYearBalanceAmt |
| Contributions | $1,014,376 | ContributionsAmt |
| Investment Earnings Or Losses | -$523,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $484,601 | OtherExpendituresAmt |
| End Year Balance | $3,800,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,894,156 | BeginningYearBalanceAmt |
| Contributions | $74,179 | ContributionsAmt |
| Investment Earnings Or Losses | $98,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $260,238 | OtherExpendituresAmt |
| Administrative Expenses | $12,111 | AdministrativeExpensesAmt |
| End Year Balance | $3,794,156 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,685,938 | BeginningYearBalanceAmt |
| Contributions | $371,832 | ContributionsAmt |
| Investment Earnings Or Losses | $226,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $366,747 | OtherExpendituresAmt |
| Administrative Expenses | $23,090 | AdministrativeExpensesAmt |
| End Year Balance | $3,894,156 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,660,424 | BeginningYearBalanceAmt |
| Contributions | $871,285 | ContributionsAmt |
| Investment Earnings Or Losses | $265,282 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| Administrative Expenses | $11,053 | AdministrativeExpensesAmt |
| End Year Balance | $3,685,938 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,461,442 | BeginningYearBalanceAmt |
| Contributions | $169,239 | ContributionsAmt |
| Investment Earnings Or Losses | $82,504 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,761 | AdministrativeExpensesAmt |
| End Year Balance | $2,660,424 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,903 | OtherCostOrOtherBasisAmt |
| Book Value | $44,903 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,070,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,769,715 | DepreciationAmt |
| Book Value | $4,300,575 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $727,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $541,093 | DepreciationAmt |
| Book Value | $186,118 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,309 | DepreciationAmt |
| Book Value | $59,800 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,591,396 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,656,220 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$588,267 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$588,267 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,244,487 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,244,487 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,245,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,245,624 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,245,624 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS AND OPERATIONS FOR OUR MOST CRITICAL PROGRAMS. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING EVENT AUCTION OR FAIRE | Event1Nm |
| Gross Receipts Event1 | $160,733 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,367 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $113,366 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $35,881 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $17,935 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,650 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,773 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $160,733 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,367 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $113,366 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $35,881 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $17,935 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,650 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,773 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,239 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,127 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| NEEDS BASED FINANCIAL AID | 118 | $1,498,300 |
| MERIT SCHOLARSHIPS | 10 | $115,125 |
| INCENTIVE AWARDS | 1 | $86,875 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY HORNER | PersonNm |
| Title | INTERIM HEAD OF SCHOOL (THRU JUNE 22 | TitleTxt |
| Base Compensation Filing Org | $160,693 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $567 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,096 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $176,356 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $77,087 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | SEE PART V | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III, (E) PURPOSE OF ASSISTANCE: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 WITHOUT DONOR INFORMATION 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 BECOME 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 | COMPENSATION PROCESS FOR TOP OFFICIAL 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. |
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