2013-05-13T10:21:12-05:00 2012-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2011-07-01 390942763 UNIVERSITY LAKE SCHOOL INC UNIV 2623676011 4024 NAGAWICKA ROAD HARTLAND WI 53029 KATHY SEIBERLICH 2623676011 2013-05-10 1 TROY E MARINE CPA P00187863 4147775500 2013-05-07 2011 2016-02-25 16:41:14Z KATHY SEIBERLICH 4024 NAGAWICKA ROAD HARTLAND WI 53029 7507811 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. 14 14 97 430 0 0 1711344 2476209 3914678 4120525 68763 48255 157082 71567 5851867 6716556 522585 565901 0 0 3317380 3460587 0 0 257583 1641841 1839898 5481806 5866386 370061 850170 13877943 14709306 1659056 1640249 12218887 13069057 X UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARARBLE EDUCATION DRIVEN BY HIGH STANDARDS AND A QUNIQUE 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 2235172 4120525 INSTRUCTION AND STUDENT ACTIVITIES - ACTIVITIES RELATED TO THE EDUCATION OF THE SCHOOL'S STUDENTS (APPROXMATELY 285 STUDENTS). ALL GRADUATES ATTEND COLLEGE. 565901 565901 FINANCIAL AID AND DISCOUNTS. THE SCHOOL FINANCIAL AID PROGRAM ALLOWS STUDENTS ATTEND. 144 STUDENTS WERE SERVED BY THESE PROGRAMS. THE PROGRAMS ARE NON-DISCRIMINATORY. 799822 THE CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, FIELD TRIPS, TECHNOLOGY, TEXTBOOKS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS TO SUPPORT THE EDUCATION. 3600895 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 0 1 12 0 1 97 1 0 0 0 0 0 1 1 1 2 0 0 1 0 X 14 14 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 KATHY SEIBERLICH 1.00 X X 0 0 0 CARAN QUADRACCI 1.00 X X 0 0 0 JOE SAIIA 1.00 X 0 0 0 MIKE GUNS 1.00 X X 0 0 0 KATHY ROSENHEIMER 1.00 X 0 0 0 TIM O'NEIL 1.00 X 0 0 0 TOM MOUNT 1.00 X 0 0 0 DONNA GMUR 1.00 X 0 0 0 JEAN MCFADDEN 1.00 X X 0 0 0 LESLIE BARKOW 1.00 X 0 0 0 MARGARET TACKES 1.00 X 0 0 0 ANNE SHEEDY-SEIDEL 1.00 X 0 0 0 BARBARA MICHELS 1.00 X 0 0 0 TED ROLFS 1.00 X X 0 0 0 TIMOTHY HORNER 40.00 X 97610 0 48768 PAUL ATKINSON 40.00 X 143935 0 36465 241545 0 85233 1 0 1 0 0 106388 2369821 343845 2476209 TUITION & FEES 900099 4120525 4120525 4120525 69423 69423 16222 0 16222 16222 16222 666183 658572 28779 7611 -28779 -21168 -21168 140343 106388 103904 36439 36439 5120 0 5120 5120 MISCELLANEOUS 900099 13786 13786 13786 6716556 4120525 0 119822 565901 565901 241545 241545 2357350 1916668 285178 155504 47393 30219 14068 3106 620881 411480 180709 28692 193418 139322 42792 11304 28863 28863 19120 19120 1533 1533 48209 48209 45845 35492 8897 1456 137792 119774 12995 5023 386036 386036 3535 3535 485841 485841 58033 58033 INSTRUCTION AND STUDENT 378504 378504 ADMINISTRATIVE SERVICES 172609 172609 INSTITUTIONAL ADVANCEME 52498 52498 ENROLLMENT MANAGEMENT S 21480 21480 5866386 3600895 2007908 257583 48313 44715 3682694 3956375 42733 35640 54203 30269 13178210 5170897 7386502 8007313 2663498 2634994 13877943 14709306 495970 568976 1163086 1071273 1659056 1640249 X 7318245 7839291 2079334 2359757 2821308 2870009 12218887 13069057 13877943 14709306 850170 0 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2667348 77034 8110 97890 1533 2636849 2653443 65 68732 7184 40810 6898 2667348 5059922 325 270576 7898 2665396 4086 2653443 10804224 279382 -1760353 15070 4235930 12331 5059922 0.80000 0.19000 0.01000 0 0 44903 44903 12816441 4957076 7859365 311445 209227 102218 5421 4594 827 8007313 6716556 5866386 850170 850170 6254559 0 6254559 461997 461997 6716556 5404389 0 5404389 461997 461997 5866386 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR ON-GOING PROGRAMATIC AND STUDENT SCHOLARSHIP FUNDS. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 565,901. FUNDRAISING EXPENSES -103,904. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 565,901. FUNDRAISING EXPENSES -103,904. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. SPRING FAIR 70444 13110 57334 8001 23775 BARN 127152 93278 33874 38120 3 49135 49135 34008 246731 106388 140343 8001 95903 103904 36439 1 NEEDS BASED FINANCIAL AID 65 398900 BOOK TUITION REDUCTION BASED ON THE FINANCIAL NEED MERIT SCHOLARSHIPS 24 139460 BOOK TUITION REDUCTION BASED ON STUDENT ACHIEVEMENT INCENTIVE AWARDS 75 27541 BOOK TUITION REDUCTION BASED ON PARTICIPATION IN A DEFINED PROGRAM 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 0 0 0 0 PAUL ATKINSON 143935 0 0 0 0 0 1494 0 34971 0 180400 0 0 0 X 5045 PUBLIC SALE X 51510 PUBLIC SALE X 13 8360 PUBLIC LIVE AUCTION X MICHELS CORP: LABOR, EQUIPMENT, MATERIALS 1 276744 COST X GOLF SHIRTS 1 1318 COST X CAMERA 1 209 COST X OFFICER SUPPLIES 1 1018 DONOR PROVIDED VALUE 3 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 ANDTHE PERSON IS EXCUSED FROM THE DISCUSSION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE HEAD OF SCHOOL AND BUSINESS MANAGER 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.