2020-10-09T10:02:44-05:00 2020-06-30 390859910 BAKER TILLY US LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2019-07-01 364140938 CONSERVE SCHOOL CORPORATION CONS 7155471300 5400 NORTH BLACK OAK LAKE ROAD LAND O LAKES WI 54540 STEFAN K ANDERSON HEAD OF SCHOOL 7155471300 2020-09-29 1 TROY MARINE CPA P00187863 4147775500 2020-09-29 71.159.58.30 2020-09-29 13:43:19 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AE93E721A4DD0EED093D4162907705053E696DB9 2019 2021-01-29 14:40:06Z STEFAN K ANDERSON 5400 NORTH BLACK OAK LAKE ROAD LAND O LAKES WI 54540 20590023 0 X WWW.CONSERVESCHOOL.ORG X 1997 WI CONSERVE SCHOOL INSPIRES YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. 9 9 54 9 0 0 4540297 7285100 3049200 3134618 1514851 653226 69794 81806 9174142 11154750 2805453 2697439 0 0 2087152 4779083 0 0 0 4505635 6080494 9398240 13557016 -224098 -2402266 44782967 44507562 580653 2687792 44202314 41819770 X CONSERVE SCHOOL INSPIRES YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. 0 0 9988871 2697439 3134618 CONSERVE SCHOOL CORPORATION WAS ESTABLISHED ON JANUARY 6, 1997 TO ADMINISTER THE CONSERVE SCHOOL, A NONSECTARIAN RESIDENTIAL SEMESTER SCHOOL FOR PRIMARILY HIGH SCHOOL JUNIORS WHO FEEL A STRONG ATTACHMENT TO THE NATURAL WORLD AND WHO ARE MOTIVATED TO CONSERVE IT. THE MISSION OF THE CONSERVE SCHOOL IS TO INSPIRE YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. THE PROGRAM INTERWEAVES COLLEGE PREPARATORY ACADEMICS WITH THE STUDY OF ENVIRONMENTAL HISTORY, NATURAL LITERATURE AND THE SCIENCE OF CONSERVATION, ENVIRONMENTAL SERVICE WORK, EXPLORATION OF CAREERS RELATED TO CONSERVATION, TRAINING IN TEAMWORK AND LEADERSHIP AND ENGAGEMENT WITH THE OUTDOORS. CONSERVE SCHOOL IS ACCREDITED BY THE NORTH CENTRAL ASSOCIATION COMMISSION ON ACCREDITATION AND SCHOOL IMPROVEMENT, AN ACCREDITATION DIVISION OF ADVANCED. 9988871 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRENDA PIETILA CONTROLLER 7155471337 CONSERVE SCHOOL 5400 N BLACK OAK LAND O LAKES WI 54540 STEFAN K ANDERSON HEAD OF SCHOOL 40.00 X 244708 0 37626 JOHN BUXTON PRESIDENT, MANAGING TRUSTEE 1.00 X X 0 0 0 JIM DICKE II CHIEF EXECUTIVE OFFICER, TRUSTEE 1.00 X X 0 0 0 THOMAS BAKER TRUSTEE 1.00 X X 0 0 0 THOMAS O'NEILL TRUSTEE 1.00 X X 0 0 0 WILLIAM A OSBORN TRUSTEE 1.00 X X 0 0 0 TODD PARCHMAN SECRETARY & TREASURER, TRUSTEE 1.00 X X 0 0 0 BARRRY RICHTER TRUSTEE 1.00 X X 0 0 0 JAMES G SCHACHT TRUSTEE 1.00 X X 0 0 0 THOMAS C SULLIVAN JR TRUSTEE 1.00 X X 0 0 0 244708 0 37626 1 0 1 0 SODEXO INC PO BOX 360170 PITTSBURGH PA 152516170 CAMPUS & DINING SERVICES 1154168 1 7285100 7285100 TUITION AND FEES 611600 3134618 3134618 3134618 351270 351270 9722429 14800 9435273 0 287156 14800 301956 301956 EVENT AND FACILITY 812900 81806 81806 81806 11154750 3134618 0 735032 2697439 2697439 282334 282334 3709879 2873941 835938 189006 136956 52050 318753 218179 100574 279111 213570 65541 8100 7290 810 6077 5469 608 52221 52221 54141 48727 5414 2065552 2065552 155834 140251 15583 5183 4665 518 273045 245741 27304 6634 5971 663 12152 10937 1215 1462 1316 146 1512585 1361326 151259 377693 339924 37769 FACILITY SERVICE 769556 692600 76956 FOOD SERVICE 343384 309046 34338 EQUIPMENT EXPENSE 252504 227254 25250 MISCELLANEOUS 151298 136168 15130 33073 29767 3306 13557016 9988871 3568145 0 8879 8683 182179 140612 19875 2435532 52601 11471 67918186 37243030 31954668 30675156 12474776 11125495 89989 110613 44782967 44507562 292777 2672074 266656 0 21220 15718 580653 2687792 X 34354514 31971970 9847800 9847800 44202314 41819770 44782967 44507562 -2402266 19722 0 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12629098 669505 2029902 11268701 11993207 680334 44443 12629098 11325078 712128 43999 11993207 10313131 1045376 33429 11325078 10692793 -342298 37364 10313131 1.00000 0 0 827928 827928 53851782 24455778 29396004 7194804 6773270 421534 6043672 6013982 29690 30675156 8426392 19722 1580 21302 8405090 52221 2697439 2749660 11154750 10808936 1580 1580 10807356 52221 2697439 2749660 13557016 PART V, LINE 4: FUNDS ARE UTILIZED TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO COVER ADMINISTRATIVE COSTS ASSOCIATED WITH THE SCHOLARSHIP PROGRAM. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND MERIT AID 2,697,439. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND MERIT AID 2,697,439. 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 PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN LOCAL AND REGIONAL NEWSPAPERS, ON THE SCHOOL'S WEBSITE, IN THE SCHOOL'S VIEW BOOK AND IN BROCHURES THAT ARE MADE AVAILABLE TO THE PUBLIC. 1 PROGRAM SCHOLARSHIP 125 1250000 FINANCIAL AID 115 1447439 PART I, LINE 2: CONSERVE SCHOOL SEMESTER STUDENTS CURRENTLY RECEIVE $10,000 LOWENSTINE HONORS SCHOLARSHIPS AND NEED BASED FINANCIAL AID. THIS IS TRACKED IN THE ADMISSIONS AND BUSINESS OFFICES. CONTROLLER MAINTAINS A RECORD OF STUDENT'S INFORMATION ON HARDCOPY AND IN EXCEL IN THE BUSINESS OFFICE. THIS ALLOWS THE SCHOOL TO KEEP TRACK OF EACH STUDENT'S SCHOLARSHIP AMOUNT. THE ADMISSIONS OFFICE USES POWERSCHOOL, EXCEL AND WORD TO MAINTAIN RECORDS AND PROVIDE HARDCOPY PRINTOUTS OF THE ENROLLMENT CONTRACTS. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 STEFAN K ANDERSON HEAD OF SCHOOL 178268 0 40000 0 26440 0 11391 0 26235 0 282334 0 0 0 PART I, LINE 1A THE CONSERVE SCHOOL CORPORATION PROVIDES HOUSING TO THOSE EMPLOYEES DEEMED CRITICAL TO THE SAFETY AND SUPERVISON OF THE STUDENTS AND TO PROVIDE QUICK RESPONSE TO EMERGENCY AND SAFETY ISSUES WHICH MAY ARISE ON A TWENTY-FOUR HOUR BASIS. THIS POLICY REFLECTS AND ADHERES TO THE REQUIREMENTS OF SECTION 119 OF THE INTERNAL REVENUE CODE OF 1986. PART I, LINE 4A STEFAN ANDERSON - $190,000 FORM 990, PART VI, SECTION A, LINE 4 THERE WAS A CHANGE FROM THE DIRECTORS PROVIDING GOVERNANCE AND FIDUCIARY OVERSIGHT FOR THE CONSERVE SCHOOL OPERATION AND THE CONSERVE SCHOOL TRUST AND CONSERVE SCHOOL CORPORATION TO MANAGEMENT OF AN ENTITY CALLED THE CONSERVE SCHOOL CORPORATION; AND ENSURING ITS EXISTENCE AS A CHARITABLE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE SCHOOL'S CONTROLLER AND REVIEWED BY THE MANAGING TRUSTEE OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 12C EACH OF THE SCHOOL'S DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND EMPLOYEES HAVE THE CONTINUING, AFFIRMATIVE DUTY TO REPORT ANY PERSONAL OWNERSHIP, INTEREST OR OTHER RELATIONSHIP THAT MIGHT AFFECT HIS OR HER ABILITY TO EXERCISE IMPARTIAL, ETHICAL AND BUSINESS-BASED JUDGMENTS IN FULFILLING RESPONSIBILITIES TO THE SCHOOL. THE BOARD MAY REQUIRE THE SCHOOL'S DIRECTORS, OFFICERS, COMMITTEE MEMBERS OR EMPLOYEES TO COMPLETE ANNUALLY (OR AS OTHERWISE SCHEDULED BY THE BOARD) A DISCLOSURE STATEMENT REGARDING ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL: THE HEAD OF SCHOOL'S SALARY IS REVIEWED ANNUALLY BY THE SCHOOL'S BOARD OF DIRECTORS. THE BOARD USES AS A BENCHMARK COMPARABLE COMPENSATION DATA AVAILABLE FROM NAIS AND GUIDESTAR. THE BOARD TAKES INTO CONSIDERATION THE MUTUALLY AGREED UPON GOALS AND OBJECTIVES ESTABLISHED FOR THE HEAD OF SCHOOL AND DETERMINES THE LEVEL OF COMPENSATION APPROPRIATE FOR THE HEAD OF SCHOOL FOR THE COMING YEAR. THE PROCESS WAS UNDERTAKEN IN JUNE, 2019. THE SALARIES OF THE DIRECTORS ARE REVIEWED ANNUALLY BY THE SCHOOL'S HEAD OF SCHOOL. THE HEAD OF SCHOOL USES AS A BENCHMARK COMPARABLE COMPENSATION DATA AVAILABLE FROM NAIS. THE HEAD OF SCHOOL TAKES INTO CONSIDERATION THE MUTUALLY AGREED UPON GOALS AND OBJECTIVES ESTABLISHED FOR THE DIRECTORS AND DETERMINES THE LEVEL OF COMPENSATION APPROPRIATE FOR THE COMING YEAR. THE PROCESS WAS LAST UNDERTAKEN IN FEBRUARY, 2019. FORM 990, PART VI, SECTION C, LINE 19 THE CONSERVE SCHOOL CORPORATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. CONSERVE SCHOOL TRUST 5400 N BLACK OAK LAKE RD LAND O LAKES WI 54540 367151617 PROVIDE FUNDING TO ASSIST IN THE OPERATION OF THE CONSERVE SCHOOL CORP. WI 510(C)(3) 12B, TYPE II N/A 0 JAMES R LOWENSTINE CEMETERY TRUST 5400 N BLACK OAK LAKE RD LAND O LAKES WI 54540 367155509 MAINTAIN BURIAL PLOTS IL N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONSERVE SCHOOL TRUST C 7269000 FMV