UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION (EIN 39-6076442)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201310459349302136
- Schema version
- 2011v1.5
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T15:16:21-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396076442 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4143526000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 W FAIRY CHASM ROAD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE GEIMER | Name |
| Title | TREASURER | Title |
| Phone | 4143526000 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE GLOBIG | Name |
| PTIN | P01356041 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2013-02-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE GEIMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 W FAIRY CHASM ROAD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27145870 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.USMK12.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1851 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE AN OUTSTANDING COLLEGE-PREPARATORY EDUCATION THAT DEVELOPS STUDENTS' ACADEMIC POTENTIAL, FOSTERS THEIR PERSONAL GROWTH, AND ENCOURAGES THEM TO BE LIFE-LONG LEARNERS; SUPPORT STUDENTS AS THEY BECOME PROGRESSIVELY INDEPENDENT AND GROW INTELLECTUALLY, EMOTIONALLY, ETHICALLY, SOCIALLY, AND PHYSICALLY; CREATE MEANINGFUL OPPORTUNITIES FOR STUDENTS TO ACQUIRE KNOWLEDGE AND SKILLS, PURSUE INTERESTS, AND DEVELOP LEADERSHIP IN ACADEMICS, THE ARTS, ATHLETICS, AND SERVICE; CULTIVATE THE VALUE OF COMMUNITY AMONG STUDENTS, THEIR FAMILIES, ALUMNI, FACULTY, AND STAFF AND INSTILL IN STUDENTS AN APPRECIATION FOR INDIVIDUALS AND THEIR DIVERSITY; AND BUILD A LIFETIME FOUNDATION THAT PREPARES STUDENTS TO MAKE GOOD DECISIONS, CONTRIBUTE TO SOCIETY, AND ENJOY REWARDING LIVES. WITH AN ENGAGING AND HIGHLY-SKILLED FACULTY IN AN EXCEPTIONAL FACILITY, THE SCHOOL REPRESENTS THE BEST IN PREKINDERGARTEN THROUGH TWELFTH GRADE INDEPENDENT EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 541 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4112489 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5675967 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20388719 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20699940 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8354 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1358 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 138022 | OtherRevenuePriorYear |
| Other Revenue Current Year | 232273 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24647584 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26609538 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2672590 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2847824 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16685160 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17425416 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 716757 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6488053 | OtherExpensePriorYear |
| Other Expenses Current Year | 6166138 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25845803 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26439378 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1198219 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 170160 | RevenuesLessExpensesCY |
| Total Assets BOY | 41765748 | TotalAssetsBOY |
| Total Assets EOY | 40646825 | TotalAssetsEOY |
| Total Liabilities BOY | 6854753 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5531368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34910995 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35115457 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDE AN OUTSTANDING COLLEGE-PREPARATORY EDUCATION THAT DEVELOPS STUDENTS' ACADEMIC POTENTIAL, FOSTERS THEIR PERSONAL GROWTH, AND ENCOURAGES THEM TO BE LIFE-LONG LEARNERS; SUPPORT STUDENTS AS THEY BECOME PROGRESSIVELY INDEPENDENT AND GROW INTELLECTUALLY, EMOTIONALLY, ETHICALLY, SOCIALLY, AND PHYSICALLY; CREATE MEANINGFUL OPPORTUNITIES FOR STUDENTS TO ACQUIRE KNOWLEDGE AND SKILLS, PURSUE INTERESTS, AND DEVELOP LEADERSHIP IN ACADEMICS, THE ARTS, ATHLETICS, AND SERVICE; CULTIVATE THE VALUE OF COMMUNITY AMONG STUDENTS, THEIR FAMILIES, ALUMNI, FACULTY, AND STAFF AND INSTILL IN STUDENTS AN APPRECIATION FOR INDIVIDUALS AND THEIR DIVERSITY; AND BUILD A LIFETIME FOUNDATION THAT PREPARES STUDENTS TO MAKE GOOD DECISIONS, CONTRIBUTE TO SOCIETY, AND ENJOY REWARDING LIVES. WITH AN ENGAGING AND HIGHLY-SKILLED FACULTY IN AN EXCEPTIONAL FACILITY, THE SCHOOL REPRESENTS THE BEST IN PREKINDERGARTEN THROUGH TWELFTH GRADE INDEPENDENT EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21279559 | Expense |
| Grants | 2847824 | Grants |
| Revenue | 20699940 | Revenue |
| Description | THE UNIVERSITY SCHOOL OF MILWAUKEE CORP IS A NOT-FOR-PROFIT INDEPENDENT SCHOOL PROVIDING PRE-KINDERGARTEN THROUGH TWELFTH GRADE EDUCATION. UNIVERSITY SCHOOL ENROLLMENT FOR AUGUST 2011 AT 1,058. | Description |
| Total Program Service Expense | 21279559 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 541 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANELL SCHMIDT | NamePerson |
| Telephone Number | 4143526000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 W FAIRY CHASM ROAD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MR MICHAEL ROTH | ||||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| MR C FREDERICK GEILFUSS II | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| MRS GILLIAN STEWART | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| MS ANN REINKE | ||||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | ||
| MR STEPHEN F GEIMER | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| MS DANAE DAVIS | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MS DEANNA DOERR | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR THOMAS FLORSHEIM JR | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR R DAVID FRITZ | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR JON HOPKINS | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR LANCE JOHNSON | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR ADAM WIENSCH | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MRS MARINA ROSENBERG | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR ANTHONY ROSS | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR WILLIAM SCHUETT JR | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR RICHARD SEESEL | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MRS CHERYL SETER | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR ERSKINE TUCKER JR | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR ROBERT VENABLE | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR ANDREW PETZOLD | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR MICHAEL ROOS | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MR RONN JOHNSON | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MRS PATRICIA JURANITCH | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MRS SANGEETA KHANNA | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MRS LAURA LEVERETT | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR WILLIAM PENNINGTON | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MRS KAREN HUFFMAN | ||||||||
| PRES. PARENTS ASSOCIATION | 1.00 | X | 0 | 0 | 0 | |||
| MR LOUIS H SCHROEDER III | ||||||||
| PRES. ALUMNI ASSOCIATION | 1.00 | X | 0 | 0 | 0 | |||
| WARD GHORY | ||||||||
| HEAD OF SCHOOL | 40.00 | 258910 | 0 | 14700 | X | |||
| ROSEANN LYONS | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 117542 | 0 | 7510 | X | |||
| GREGORY BACH | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 114344 | 0 | 37993 | X | |||
| ALEX CHOU | ||||||||
| DIRECTOR OF BUSINESS SERVICES | 40.00 | 110756 | 0 | 36355 | X | |||
| LAURA FULLER | ||||||||
| HEAD OF SCHOOL | 40.00 | 140576 | 0 | 30740 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 742128 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 127298 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 26993 | FundraisingEvents |
| Related Organizations | 2739509 | RelatedOrganizations |
| All Other Contributions | 2909465 | AllOtherContributions |
| Noncash Contributions | 166135 | NoncashContributions |
| Total Contributions | 5675967 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION & FEES | 611600 | 19394489 | 19394489 |
| AUXILARY ENTERPRISES | 611600 | 695351 | 695351 |
| AUXILARY EDUCATIONAL P | 611600 | 579389 | 579389 |
| STUDENT ACTIVITIES | 611600 | 30711 | 30711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20699940 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1358 | TotalRevenueColumn |
| Exclusion | $1,358 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 262887 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 26993 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 98973 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163914 | TotalRevenueColumn |
| Exclusion | $163,914 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 12584 | GrossIncomeGaming |
| Gaming Direct Expenses | 3327 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9257 | TotalRevenueColumn |
| Exclusion | $9,257 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 437760 | GrossSalesOfInventory |
| Cost Of Goods Sold | 434032 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3728 | TotalRevenueColumn |
| Exclusion | $3,728 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY LIABILITY INCO | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 55374 | TotalRevenueColumn |
| Exclusion | $55,374 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 55374 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26609538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20699940 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $233,631 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2847824 | Total |
| Program Services | 2847824 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 869426 | Total |
| Program Services | 869426 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12001030 | Total |
| Program Services | 9147076 | ProgramServices |
| Management And General | 2537854 | ManagementAndGeneral |
| Fundraising | 316100 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4554960 | Total |
| Program Services | 3645661 | ProgramServices |
| Management And General | 825343 | ManagementAndGeneral |
| Fundraising | 83956 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38110 | Total |
| Management And General | 38110 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237756 | Total |
| Program Services | 137171 | ProgramServices |
| Management And General | 92972 | ManagementAndGeneral |
| Fundraising | 7613 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203880 | Total |
| Program Services | 31183 | ProgramServices |
| Management And General | 172697 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775361 | Total |
| Program Services | 609486 | ProgramServices |
| Management And General | 110490 | ManagementAndGeneral |
| Fundraising | 55385 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151885 | Total |
| Management And General | 151885 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789512 | Total |
| Program Services | 786504 | ProgramServices |
| Management And General | 3008 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292594 | Total |
| Program Services | 290908 | ProgramServices |
| Management And General | 47 | ManagementAndGeneral |
| Fundraising | 1639 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142687 | Total |
| Program Services | 97244 | ProgramServices |
| Management And General | 45403 | ManagementAndGeneral |
| Fundraising | 40 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43053 | Total |
| Program Services | 93 | ProgramServices |
| Management And General | 42960 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2113982 | Total |
| Program Services | 1818915 | ProgramServices |
| Management And General | 295067 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129423 | Total |
| Program Services | 129423 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 884394 | 534794 | 112253 | 237347 |
| FOOD | 317704 | 317704 | ||
| ENTERTAINMENT/SPECIAL E | 45797 | 16147 | 14973 | 14677 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26439378 | Total |
| Program Services | 21279559 | ProgramServices |
| Management And General | 4443062 | ManagementAndGeneral |
| Fundraising | 716757 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352701 | BOY |
| EOY | 540097 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70919 | BOY |
| EOY | 71002 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3813670 | BOY |
| EOY | 3020612 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243573 | BOY |
| EOY | 359205 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32746 | BOY |
| EOY | 29864 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236817 | BOY |
| EOY | 263441 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 61383959 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25372822 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36744372 | BOY |
| EOY | 36011137 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146080 | BOY |
| EOY | 151887 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124870 | BOY |
| EOY | 199580 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41765748 | BOY |
| EOY | 40646825 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1539026 | BOY |
| EOY | 2211637 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1574452 | BOY |
| EOY | 1635927 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3235000 | BOY |
| EOY | 800000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506275 | BOY |
| EOY | 883804 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6854753 | BOY |
| EOY | 5531368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30451518 | BOY |
| EOY | 30030478 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4459477 | BOY |
| EOY | 5084979 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34910995 | BOY |
| EOY | 35115457 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41765748 | BOY |
| EOY | 40646825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 170160 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 34302 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47415156 | BeginningOfYearBalance |
| Contributions | 2930986 | Contributions |
| Investment Earnings Or Losses | 641405 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2748308 | GrantsOrScholarships |
| Administrative Expenses | 5825 | AdministrativeExpenses |
| End Of Year Balance | 48233414 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41064823 | BeginningOfYearBalance |
| Contributions | 323232 | Contributions |
| Investment Earnings Or Losses | 8716245 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2682794 | GrantsOrScholarships |
| Administrative Expenses | 6350 | AdministrativeExpenses |
| End Of Year Balance | 47415156 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38809222 | BeginningOfYearBalance |
| Contributions | 858957 | Contributions |
| Investment Earnings Or Losses | 4153852 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2751928 | GrantsOrScholarships |
| Administrative Expenses | 5280 | AdministrativeExpenses |
| End Of Year Balance | 41064823 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53116783 | BeginningOfYearBalance |
| Contributions | 126730 | Contributions |
| Investment Earnings Or Losses | -11630100 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2797991 | GrantsOrScholarships |
| Administrative Expenses | 6200 | AdministrativeExpenses |
| End Of Year Balance | 38809222 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40160 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21690 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3149471 | OtherCostOrOtherBasis |
| Book Value | 3149471 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43400477 | OtherCostOrOtherBasis |
| Depreciation | 17240151 | Depreciation |
| Book Value | 26160326 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4838311 | OtherCostOrOtherBasis |
| Depreciation | 645532 | Depreciation |
| Book Value | 4192779 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8296016 | OtherCostOrOtherBasis |
| Depreciation | 6686059 | Depreciation |
| Book Value | 1609957 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1699684 | OtherCostOrOtherBasis |
| Depreciation | 801080 | Depreciation |
| Book Value | 898604 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 36011137 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $430,991 |
| AGENCY FUNDS | $110,178 |
| DUE TO RELATED PARTY | $342,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 883804 | TotalOfAmounts |
| Total Revenue | 26609538 | TotalRevenue |
| Total Expenses | 26439378 | TotalExpenses |
| Excess Or Deficit For Year | 170160 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 34302 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 34302 | TotalAdjustments |
| Excess Or Deficit Per FS | 204462 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26024503 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 34302 | NetUnrealizedGainsInvestments |
| Other Revenues | 1424023 | OtherRevenues |
| Revenue Not Rptd F990 | 1458325 | RevenueNotRptdF990 |
| Revenue Subtotal | 24566178 | RevenueSubtotal |
| Other Revenues Not Included | 2043360 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2043360 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26609538 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25001783 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 605765 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 605765 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24396018 | ExpensesSubtotal |
| Other Expenses Not Included | 2043360 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2043360 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26439378 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE INVESTED FOR THE LONG-TERM, CREATING A PERMANENT SOURCE OF FUNDING FOR ONGOING PRIORITIES, SUCH AS FINANCIAL AID, FACULTY AND STAFF SUPPORT, AND FACILITIES MAINTENANCE. ONLY A PORTION OF THE INCOME EARNED ANNUALLY IS USED TO SUPPORT THESE PRIORITIES. THE BALANCE OF THE EARNING IS CHANNELED BACK INTO THE FUND, SO THAT THE ENDOWMENT CONTINUES TO GROW OVERTIME. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, FASB ASC 740-10, INCOME TAXES, REQUIRES AN ORGANIZATION TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2012 AND 2011. INCOME TAX RETURNS FOR THE TAX YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AUXILIARY EXPENSES 434,032. REVENUE FROM OTHER CONSOLIDATED ENTITIES 989,991. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,043,360. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | AUXILIARY EXPENSES 434,032. EXPENSES FROM OTHER CONSOLIDATED ENTITIES 171,733. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,043,360. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | STATEMENT OF RACIALLY NON DISCRIMINATORY POLICY IS PUBLISHED IN THE MILWAUKEE JOURNAL SENTINEL. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HOLIDAY SHOPS | NameOfEvent1 |
| Gross Receipts Event1 | 289880 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 26993 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 262887 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 19023 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 79950 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 289880 | GrossReceiptsTotal |
| Charitable Contributions Total | 26993 | CharitableContributionsTotal |
| Gross Revenue Total Events | 262887 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 19023 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 79950 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 98973 | DirectExpenseSummaryEvents |
| Net Income Summary | 163914 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL AID | 242 | 2043360 |
| TUITION REMISSION | 64 | 804464 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WARD GHORY | |||||||||||||
| 258910 | 0 | 0 | 0 | 0 | 0 | 14700 | 0 | 0 | 0 | 273610 | 0 | 0 | 0 |
| GREGORY BACH | |||||||||||||
| 114344 | 0 | 0 | 0 | 0 | 0 | 7525 | 0 | 30468 | 0 | 152337 | 0 | 0 | 0 |
| LAURA FULLER | |||||||||||||
| 140576 | 0 | 0 | 0 | 0 | 0 | 14790 | 0 | 15950 | 0 | 171316 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | LAURA FULLER, THE HEAD OF THE SCHOOL, IS REQURIED TO LIVE AND TO CONDUCT SOME BUSINESS IN A HOUSE THAT IS PROVIDED BY THE UNIVERSITY SCHOOL OF MILWAUKEE PER HER CONTRACT. HOUSEKEEPING AND YARD MAINTENANCE ARE ALSO PROVIDED. |
| PART I, LINE 4A | WARD GHORY RECEIVED A SEVERACE PAYMENT OF $97,764.30 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 166135 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | BROKERS ARE USED TO SELL STOCKS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE BOARD AND THE FINANCE COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY IN WRITING, THE BOARDS COMMITTEE ON TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT SUCH COMMITTEE CAN PROVIDE GUIDANCE AND TAKE ACTION AS IT DEEMS APPROPRIATE. | |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE HEAD OF SCHOOL IS COMPARED AGAINST A BENCHMARK MADE UP OF 53 INDEPENDENT SCHOOLS. THE COMPENSATION COMMITTEE REVIEWS THE BENCHMARK TO DETERMINE THAT THE COMPENSATION LEVEL IS APPROPRIATE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI: | MRS. KAREN HUFFMAN AND MR. LOUIS H. SCHROEDER III ARE NOT VOTING MEMEBERS OF THE BOARD. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 34,302. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE ISSUES RFP'S AND INTERVIEWS POTENTIAL AUDITORS WHEN SELECTING AN INDEPENDENT ACCOUNT. THE AUDITOR MEETS WITH THE FINANCE COMMITTEE TO REVIEW THE AUDIT AND DISCUSS ANY MANAGEMENT CONCERNS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY SCHOOL OF MILWAUKEE ENDOWMENT FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 W FAIRY CHASM ROAD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396043238 | EIN |
| Primary Activities | SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY SCHOOL OF MILWAUKEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY SCHOOL OF MILWAUKEE ENDOWMENT FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 2739508 | AmountInvolved |
| Method Of Amt Determination | FAIR MARKET VALUE | MethodOfAmtDetermination |
Comments