2021-05-17T16:56:39-05:00 2020-06-30 391777761 SITZBERGER & COMPANY SC 611 N BARKER ROAD SUITE 200 BROOKFIELD WI 53045 990 2019-07-01 390942763 UNIVERSITY LAKE SCHOOL INC UNIV 2623676011 4024 NAGAWICKA ROAD HARTLAND WI 53029 ADAM RIX PRESIDENT 2623676011 2021-05-17 true KEVIN M HABLEWITZ CPA P00013352 2628601724 2021-05-17 2019 2022-09-23 18:48:47Z ADAM RIX 4024 NAGAWICKA ROAD HARTLAND WI 53029 6441454 false 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 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. 12 12 95 100 0 1973238 1006438 5046553 5110024 81210 226223 67103 98769 7168104 6441454 1439380 1731657 0 3816351 3495736 0 543974 1726890 1692503 6982621 6919896 185483 -478442 12326866 12018388 1723172 1893136 10603694 10125252 X UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND AN 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. false false 3204484 5110024 INSTRUCTION AND STUDENT ACTIVITIES - ACTIVITIES RELATED TO THE EDUCATION OF THE SCHOOL'S STUDENTS (APPROXIMATELY 290 STUDENTS). ALL GRADUATES ATTEND COLLEGE. 1731657 1731657 FINANCIAL AID AND DISCOUNTS - THE SCHOOL FINANCIAL AID PROGRAM ALLOWS STUDENTS ATTEND. 185 STUDENTS WERE SERVED BY THESE PROGRAMS. THE PROGRAMS ARE NON-DISCRIMINATORY. 433379 THE CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, FIELD TRIPS, TECHNOLOGY, TEXTBOOKS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS TO SUPPORT THE EDUCATION. 5369520 true true false false false false false false false true true false false false true false true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 21 0 true 95 true false false false false false true true true 10 false false false false false false false X 12 12 false false false false false false false true true false false false true true true true true true true false WI X TIMOTHY HORNER 2623676011 4024 NAGAWICKA ROAD HARTLAND WI 53029 ADAM RIX PRESIDENT 1.00 X X 0 0 0 JOHN GRINER TRUSTEE 1.00 X 0 0 0 MARTIN DITKOF SECRETARY&VI 1.00 X X 0 0 0 HOLLY MYHRE TRUSTEE 1.00 X 0 0 0 GREG PLOCH TREASURER 1.00 X X 0 0 0 JOHN O'HORO TRUSTEE 1.00 X 0 0 0 JOAN SHAFER TRUSTEE 1.00 X 0 0 0 MCKENNA BRYANT TRUSTEE 1.00 X 0 0 0 SCOTT GASS TRUSTEE 1.00 X 0 0 0 REBECCA GALLAGHER TRUSTEE 1.00 X 0 0 0 ALEX INMAN TRUSTEE 1.00 X 0 0 0 AMY LAMACCHIA TRUSTEE 1.00 X 0 0 0 MARGARET TACKES TRUSTEE 1.00 X 0 0 0 PAUL VERDU TRUSTEE 1.00 X 0 0 0 TIMOTHY HORNER HEAD OF ADMI 40.00 X 173754 0 21626 173754 21626 1 false true false 1006438 1006438 TUITION & FEES 900099 5110024 5110024 5110024 226223 226223 43528 43528 MISCELLANEOUS 900099 55241 55241 55241 6441454 5336247 55241 1731657 1731657 195380 195380 2603846 1938551 402400 262895 21890 16130 4657 1103 474091 307645 148067 18379 200529 141839 40086 18604 19171 19171 26210 26210 23090 23090 223965 114051 109914 123983 3938 6023 114022 108471 86777 10847 10847 372923 361736 7458 3729 1226 1189 25 12 446862 433456 8937 4469 ACADEMIC ACTIVITIES 172387 172387 FIELD TRIPS 88877 88877 EVENTS 48210 48210 ATHLETICS 37128 37128 6919896 5369520 1006402 543974 142433 213647 267877 3205195 3030443 11028 40802 26027 16184 13360036 8365666 5366473 4994370 3504496 3526279 12326866 12018388 656889 456770 1027779 808585 588200 38504 39581 1723172 1893136 X 5001948 4124934 5601746 6000318 10603694 10125252 12326866 12018388 -478442 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3685938 371832 226223 366747 23090 3894156 2660424 871285 265282 100000 11053 3685938 2461442 169239 82504 50000 2761 2660424 2262228 66167 135602 2555 2461442 2156272 41619 65006 669 2262228 0.51000 0.45000 0.04000 false false 44903 44903 12811327 7937706 4873621 500495 424649 75846 3311 3311 4994370 ASSET RETIREMENT OBLIGATION 39581 39581 6441454 6441454 6441454 6919896 6919896 6919896 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR ON-GOING PROGRAMATIC AND STUDENT SCHOLARSHIP FUNDS. PART X, LINE 2: THE SCHOOL HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2020 AND 2019. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER. AUCTION 30128 30128 BOAT STORAGE 13400 13400 43528 43528 43528 true NEEDS BASED FINANCIAL AID 132 1439069 BOOK MERIT SCHOLARSHIPS 21 138151 BOOK INCENTIVE AWARDS 22 154437 BOOK SCHEDULE I, PAGE 1, 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 X false false false true false false false false false TIMOTHY HORNER HEAD OF ADMINISTRATI 173754 21626 195380 SCHEDULE J, PAGE 1, PART I, LINE 5A RAISES FOR THE FOLLOWING YEAR ARE BASED ON THE NET EARNINGS OF THE ORGANIZATION FORM 990 - ORGANIZATION'S MISSION UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND AN 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. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES WILL BE PROVIDED A COPY OF THE 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, PAGE 6, PART VI, LINE 12C 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, PAGE 6, PART VI, LINE 15A 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, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, 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.