2022-02-02T12:47:43-06:00 2021-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2020-07-01 390806363 WAYLAND ACADEMY WAYL 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 JASON WARNICK HEAD OF SCHOOL 9203562120 2022-02-01 1 JASON WARNICK 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JASON WARNICK 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 9189120 0 X WWW.WAYLAND.ORG X 1855 WI WAYLAND ACADEMY PREPARES EACH STUDENT FOR COLLEGE AND BEYOND THROUGH A LIBERAL ARTS CURRICULUM AND CAMPUS PROGRAMS DEVOTED TO THE PURSUIT OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER. 19 19 58 95 0 0 1560604 4187283 4121306 3203101 143042 173876 -13374 -8847 5811578 7555413 0 0 0 0 3023315 2857404 0 0 437907 3670309 3222168 6693624 6079572 -882046 1475841 33634250 40976053 3534396 3311329 30099854 37664724 WAYLAND ACADEMY PREPARES EACH STUDENT FOR COLLEGE AND BEYOND THROUGH A LIBERAL ARTS CURRICULUM AND CAMPUS PROGRAMS DEVOTED TO THE PURSUIT OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER. 0 0 4472969 0 3201857 WAYLAND ACADEMY IS A COEDUCATIONAL COLLEGE PREPARATORY BOARDING AND DAY SCHOOL FOR STUDENTS IN GRADES 9-12. AT WAYLAND ACADEMY, WE PREPARE EACH STUDENT FOR COLLEGE AND BEYOND THROUGH A LIBERAL ARTS CURRICULUM AND CAMPUS PROGRAMS DEVOTED TO THE PURSUIT OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER. FOR THE 2020-2021 ACADEMIC YEAR, 140 STUDENTS REPRESENTING 20 COUNTRIES AND 7 STATES WERE ENROLLED AT WAYLAND ACADEMY. 4472969 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X JANEL DEZARN 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 JANEL DEZARN CHIEF FINANCIAL OFFICER 40.00 X 125463 0 5246 JUDY HILL ADVANCEMENT DIRECTOR 40.00 X 117071 0 11604 JASON WARNICK HEAD OF SCHOOL 40.00 X 100278 0 7151 DAVID LARSON CHAIR 2.00 X X 0 0 0 ELIZABETH PARKER VICE CHAIR 2.00 X X 0 0 0 ROSINA SAMADANI VICE CHAIR 2.00 X X 0 0 0 MICHAEL VAN HAREN SECRETARY 2.00 X X 0 0 0 PETER SENSENBRENNER TREASURER 2.00 X X 0 0 0 SHELLEY GREENWOOD TRUSTEE 1.00 X 0 0 0 JAMES JANIK TRUSTEE 1.00 X 0 0 0 ANNA JANUARY TRUSTEE 1.00 X 0 0 0 DOTTIE JUNG TRUSTEE 1.00 X 0 0 0 RICHARD KIMBERLY TRUSTEE 1.00 X 0 0 0 WILLIAM LUEDKE IV TRUSTEE 1.00 X 0 0 0 PATRICIA MARTIN TRUSTEE 1.00 X 0 0 0 JOHN MCCONNELL TRUSTEE 1.00 X 0 0 0 JOHN MCKINSTRY TRUSTEE 1.00 X 0 0 0 PETE PATTERSON TRUSTEE 1.00 X 0 0 0 BURNETT SULLIVAN TRUSTEE 1.00 X 0 0 0 ONNIE LEACH SMITH TRUSTEE 1.00 X 0 0 0 ELIZABETH WALLMAN TRUSTEE 1.00 X 0 0 0 BETHANN VAUBEL TRUSTEE 1.00 X 0 0 0 JAMES DOWNING TRUSTEE (THRU 08/2020) 1.00 X 0 0 0 342812 0 24001 3 0 0 0 SODEXO INC 4880 PAYSPHERE CIR CHICAGO IL 606740048 FACILITIES MANAGEMENT AND FOOD SERVICE 1347621 INTER-QUEST INC 304 S SPRING ST BEAVER DAM WI 539162334 TECHNOLOGY SERVICES 171521 CAMPBELL & COMPANY ONE EAST WACKER DR SUITE 2100 CHICAGO IL 60601 CAMPAIGN CONSULTING SERVICES 122400 3 89567 566900 3530816 1329929 4187283 TUITION AND FEES 611110 3014716 3014716 CAMP REVENUE 611710 39168 39168 STUDENT FEES 611710 35313 35313 ACADEMIC TESTING 611710 21091 21091 TRANSPORTATION 611710 318 318 92495 92495 3203101 191711 191711 1603247 1621082 -17835 -17835 -17835 0 89567 7603 -7603 -7603 3778 5022 -1244 -1244 7555413 3201857 0 166273 X 382583 382583 2025976 1517786 201495 306695 52202 38598 5805 7799 228788 152121 45928 30739 167855 106628 39681 21546 10589 10589 21418 21418 54632 54632 849887 685918 159616 4353 48960 46363 2597 272257 149531 67044 55682 172431 158774 12716 941 1055456 1031778 22046 1632 23513 22156 709 648 11186 3386 6754 1046 1931 1777 143 11 470932 433387 34957 2588 169351 155850 12571 930 DUES AND SUBSCRIPTIONS 44630 15279 28651 700 BAD DEBT EXPENSE 14995 14995 6079572 4472969 1168696 437907 562979 170846 1860523 3772982 1711464 1722692 102138 95093 21275 17031 99653 86378 22591873 13568458 9218551 9023415 6817 15169 20050850 26072447 33634250 40976053 286188 384730 1615241 1183099 967269 975442 566900 566900 98798 201158 3534396 3311329 X 6084922 5323404 24014932 32341320 30099854 37664724 33634250 40976053 X 1475841 4497613 1591416 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 18543940 210832 5429268 660000 54632 23469408 19430190 245261 482875 1565944 48442 18543940 18261768 371859 1671173 826400 48210 19430190 17181865 96639 1502223 471325 47634 18261768 15505488 241878 1946063 475000 36564 17181865 0.00065 0.70865 0.29070 0 0 395335 395335 19185269 11325114 7860155 2442784 2118382 324402 568485 124962 443523 9023415 BENEFICIAL INTEREST IN PERPETUAL TRUST 992584 CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 71366 INSTITUTIONALLY MANAGED FUNDS 23247315 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 1761182 26072447 FUTURE ANNUITY PAYMENTS 82375 CLUB DUES 25468 CAPITAL LEASE OBLIGATION 93315 201158 13658360 4497613 1654944 6152557 7505803 54632 -5022 49610 7555413 6029962 5022 5022 6024940 54632 54632 6079572 PART III, LINE 1A: COLLECTION ITEMS ACQUIRED BY CONTRIBUTION SINCE 1997 ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COLLECTION ITEM IS A WORK OF ART THAT IS HELD FOR PUBLIC EXHIBITION IN THE COURTYARD OF THE CAMPUS. THE ITEM WAS RECEIVED IN OCTOBER 2007 AND HAD AN APPRAISED VALUE OF APPROXIMATELY $31,000 AT THE TIME OF DONATION. THIS COLLECTION ITEM IS NOT SUBJECT TO ANY RESTRICTIONS BY THE DONOR. PART III, LINE 4: THE ACADEMY'S COLLECTION ITEM IS A WORK OF ART THAT IS HELD FOR PUBLIC EXHIBITION IN THE COURTYARD OF THE CAMPUS. THE WORK OF ART BEAUTIFIES THE CAMPUS FOR STUDENTS, PARENTS, PROSPECTIVE STUDENTS, AND OTHER VISITORS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING WAYLAND ACADEMY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 154,791. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 745,573. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 754,580. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -5,022. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 5,022. 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 ACADEMY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING PUBLISHED IN NEWSPAPERS OF GENERAL CIRCULATION. SPRING GALA 89567 89567 2957 4646 89567 89567 2957 4646 7603 -7603 X 14 1329929 QUOTED MARKET PRICES 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 8B THE ACADEMY DOCUMENTS ALL MEETINGS HELD AND ACTIONS UNDERTAKEN BY THE GOVERNING BODY. MINUTES OF MEETINGS HELD BY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY ARE GENERALLY NOT TAKEN. MEMBERS OF THESE COMMITTEES ARE GENERALLY ALSO MEMBERS OF THE GOVERNING BODY AND ACTIONS UNDERTAKEN BY THESE COMMITTEES ARE REPORTED TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY, THE HEAD OF SCHOOL, AND THE CHIEF FINANCIAL OFFICER BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND OFFICERS ARE REQUIRED TO VERBALLY DISCLOSE ALL CONFLICTS OF INTEREST AT EACH QUARTERLY MEETING AND ARE ANNUALLY REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS. IF A CONFLICT ARISES, THAT TRUSTEE RECUSES HIM/HERSELF FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRPERSON MEETS WITH THE ACADEMY'S HEAD OF SCHOOL ANNUALLY TO DISCUSS HIS PERFORMANCE EVALUATION AND COMPENSATION PACKAGE. COMPARABILITY DATA IS OBTAINED BUT IS NOT SOLELY UTILIZED IN DETERMINING THE COMPENSATION PACKAGE. THE FINANCIAL ABILITY OF THE ACADEMY TO PAY APPROPRIATE COMPENSATION IS A MAJOR FACTOR IN DETERMINING THE COMPENSATION PACKAGE. A WRITTEN CONTRACT IS SIGNED BY THE CHAIRPERSON AND THE HEAD OF SCHOOL. OTHER OFFICERS ARE ANNUALLY EVALUATED BY THE HEAD OF SCHOOL. COMPARABILITY DATA IS OBTAINED BUT IS NOT SOLELY UTILIZED FOR DETERMINING COMPENSATION PACKAGES. THE FINANCIAL ABILITY OF THE ACADEMY TO PAY APPROPRIATE COMPENSATION IS A MAJOR FACTOR IN DETERMINING THE COMPENSATION PACKAGE. A WRITTEN ONE-YEAR CONTRACT IS SIGNED BY THE OFFICER AND THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ON A CASE-BY-CASE BASIS. FORM 990, PART IX, LINE 11G FOOD SERVICE FEES: PROGRAM SERVICE EXPENSES 595,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 595,579. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 27,858. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,858. EDUCATIONAL CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,554. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,554. SPORTS OFFICIALS: PROGRAM SERVICE EXPENSES 5,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,576. ACADEMIC TESTING: PROGRAM SERVICE EXPENSES 18,132. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,132. FIRE ALARM SERVICES: PROGRAM SERVICE EXPENSES 13,261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,261. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 25,512. MANAGEMENT AND GENERAL EXPENSES 127,062. FUNDRAISING EXPENSES 4,353. TOTAL EXPENSES 156,927. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 154,791. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -12,328. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 745,573. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 754,580. WRITE-OFF OF UNCOLLECTED PROMISED TO GIVE -51,200.