2019-05-10T17:30:09-05:00 2018-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2017-07-01 390942763 UNIVERSITY LAKE SCHOOL INC UNIV 2623676011 4024 NAGAWICKA ROAD HARTLAND WI 53029 ADAM RIX PRESIDENT 2623676011 2019-05-10 1 TROY MARINE CPA P00187863 4147775500 2019-05-10 38.122.82.115 2019-05-10 07:17:43 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 793A1E00ACF041F16FD41A7A782950CAF62641F6 2017 2019-02-21 02:37:17Z ADAM RIX 4024 NAGAWICKA ROAD HARTLAND WI 53029 6343645 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 DYNAMIC AND RIGOROUS CURRICULUM CHALLENGES THE WHOLE STUDENT BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISITIC, AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE: INTELLECTUAL CUROSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE. 12 12 94 158 0 0 731195 1005656 4749144 4961365 111484 67875 253307 139116 5845130 6174012 1159153 1322212 0 0 3001272 3676211 0 0 218669 2172100 1766278 6332525 6764701 -487395 -590689 12189353 11646623 1379154 1412484 10810199 10234139 X UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARARBLE 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, ARTISITIC AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. 0 0 2601005 4961365 INSTRUCTION AND STUDENT ACTIVITIES - ACTIVITIES RELATED TO THE EDUCATION OF THE SCHOOL'S STUDENTS (APPROXIMATELY 290 STUDENTS). ALL GRADUATES ATTEND COLLEGE. 1322212 1322212 FINANCIAL AID AND DISCOUNTS - THE SCHOOL FINANCIAL AID PROGRAM ALLOWS STUDENTS ATTEND. 147 STUDENTS WERE SERVED BY THESE PROGRAMS. THE PROGRAMS ARE NON-DISCRIMINATORY. 423359 THE CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, FIELD TRIPS, TECHNOLOGY, TEXTBOOKS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS TO SUPPORT THE EDUCATION. 4346576 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 94 1 0 0 0 0 0 1 1 1 12 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X TIMOTHY HORNER 2623676011 4024 NAGAWICKA ROAD HARTLAND WI 53029 ADAM RIX PRESIDENT STARTED JULY 1, 2017 1.00 X X 0 0 0 JIM D'AMBRISI TREASURER 1.00 X X 0 0 0 MARTIN DITKOF SECRETARY&VICE PRESIDENT 1.00 X X 0 0 0 JOHN GRINER TRUSTEE 1.00 X 0 0 0 GREG PLOCH TRUSTEE 1.00 X 0 0 0 TIMOTHY REYNOLDS TRUSTEE 1.00 X 0 0 0 ANDREW GEHL TRUSTEE 1.00 X 0 0 0 HANK EHRSAM 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 ROGER DALEY TRUSTEE 1.00 X 0 0 0 LORI ZINDL TRUSTEE 1.00 X 0 0 0 TIMOTHY HORNER HEAD OF ADMINISTRATION 40.00 X 158850 0 45089 RON SMYCZEK HEAD OF SCHOOL 40.00 X 186649 0 54677 345499 0 99766 2 0 1 0 US BANK 1200 ENERGY PARK DRIVE ST PAUL MN 55108 VISA CREDIT CARD PURCHASES 184321 AMI COMMUNICATION 300 CARDINAL DRIVE ST CHARLES IL 60175 PURCHASE OF COMPUTER HARDWARE & SERVICES 104023 2 78950 926706 127403 1005656 TUITION & FEES 900099 4961365 4961365 4961365 38685 38685 27559 0 27559 27559 27559 175967 146777 29190 29190 29190 100849 78950 22856 77993 77993 MISCELLANEOUS 900099 33564 33564 33564 6174012 4961365 0 206991 1322212 1322212 315458 315458 2484030 1894425 453943 135662 25016 16510 7937 569 650545 458684 186509 5352 201162 138832 52556 9774 30574 30574 21450 21450 2761 2761 205611 205611 57311 45508 10540 1263 62153 47863 7858 6432 311897 311897 454118 454118 70479 70479 FIELD TRIPS 92554 92554 ATHLETICS 46865 46865 FUNDRAISING EVENTS 27324 27324 383181 283123 67765 32293 6764701 4346576 2199456 218669 173736 164426 3521376 3124320 13064 26897 20851 23099 13226732 7466319 6094613 5760413 2365713 2547468 12189353 11646623 497299 530574 845511 844451 36344 37459 1379154 1412484 X 5994188 5686409 1729048 1139895 3086963 3407835 10810199 10234139 12189353 11646623 -590689 14629 0 X 0 1 X 1 0 X 2461442 169239 82504 50000 2761 2660424 2262228 66167 135602 2555 2461442 2156272 41619 65006 669 2262228 2086911 17642 52388 669 2156272 2386948 12474 215962 527501 972 2086911 0.69000 0.27000 0.04000 0 0 44903 44903 12688843 7109560 5579283 489675 353448 136227 3311 3311 0 5760413 ASSET RETIREMENT OBLIGATION 37459 37459 X 4889285 14629 14629 4874656 1299356 1299356 6174012 5465345 0 5465345 1299356 1299356 6764701 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. THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2018 AND 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 1,322,212. FUNDRAISING EXPENSES -22,856. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 1,322,212. FUNDRAISING EXPENSES -22,856. 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. AUCTION 163484 78950 84534 2500 600 19756 BOAT STORAGE 15150 15150 1 1165 1165 179799 78950 100849 2500 600 19756 22856 77993 1 NEEDS BASED FINANCIAL AID 105 962347 BOOK TUITION REDUCTION BASED ON THE FINANCIAL NEED MERIT SCHOLARSHIPS 21 160490 BOOK TUITION REDUCTION BASED ON STUDENT ACHIEVEMENT INCENTIVE AWARDS 21 199375 BOOK TUITION REDUCTION BASED ON PARTICIPATION IN A DEFINED PROGRAM 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 0 0 0 0 0 1 0 0 0 TIMOTHY HORNER HEAD OF ADMINISTRATION 158850 0 0 0 0 0 1556 0 43533 0 203939 0 0 0 RON SMYCZEK HEAD OF SCHOOL 186649 0 0 0 0 0 1774 0 52903 0 241326 0 0 0 PART I, LINE 6 RAISES FOR THE FOLLOWING YEAR ARE BASED ON THE NET EARNINGS OF THE ORGANIZATION. X 2 127403 FMV 0 1 0 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 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 OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO DISLOSE 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 AND ASSOCIATE HEAD OF SCHOOL 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.