2013-12-10T16:03:33-06:00 2013-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2012-07-01 390806363 WAYLAND ACADEMY WAYL 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 RODNEY MILLER 9203562120 2013-11-25 1 JENNY TARKOWSKI CPA P00634290 6082744020 2012 2015-11-30 17:44:51Z RODNEY MILLER 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 8217685 0 X WWW.WAYLAND.ORG X 1855 WI TO PREPARE YOUNG PEOPLE FOR A SUCCESSFUL COLLEGE EXPERIENCE AND A RAPIDLY CHANGING WORLD BY OPENING THEIR MINDS TO THE PURSUIT OF KNOWLEDGE AND THEIR HEARTS TO THE DEVELOPMENT OF STRONG CHARACTER. 21 20 62 350 0 0 809604 3380491 4781614 4596636 209105 193874 -3577 -5202 5796746 8165799 0 0 0 0 2586000 2708342 0 0 535478 3463827 3523522 6049827 6231864 -253081 1933935 22420136 26564047 5188421 5310952 17231715 21253095 TO PREPARE YOUNG PEOPLE FOR A SUCCESSFUL COLLEGE EXPERIENCE AND A RAPIDLY CHANGING WORLD BY OPENING THEIR MINDS TO THE PURSUIT OF KNOWLEDGE AND THEIR HEARTS TO THE DEVELOPMENT OF STRONG CHARACTER. 0 0 4333447 4602917 WAYLAND ACADEMY IS A COEDUCATIONAL COLLEGE PREPARATORY BOARDING AND DAY SCHOOL FOR STUDENTS IN GRADES 9-12. AT WAYLAND ACADEMY, WE PREPARE OUR STUDENTS FOR THE RIGORS OF HIGHER EDUCATION THROUGH A CHALLENGING, ROBUST CURRICULUM AND A STRONG EMPHASIS ON PERSONAL RESPONSIBILITY AND DILIGENCE. FOR THE 2012-13 ACADEMIC YEAR, 173 STUDENTS REPRESENTING 16 COUNTRIES AND 12 STATES WERE ENROLLED AT WAYLAND ACADEMY. 4333447 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 62 1 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X RODNEY MILLER 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 WILLIAM LUEDKE IV 8.00 X X 0 0 0 ELIZABETH PARKER 6.00 X X 0 0 0 MICHAEL VANHAREN 6.00 X X 0 0 0 HARRY CODY 4.00 X 0 0 0 JOHN FISHER 4.00 X 0 0 0 JOSEPH GREEN III 4.00 X 0 0 0 SHELLEY GREENWOOD 4.00 X 0 0 0 JAMES JANIK 4.00 X 0 0 0 RICHARD KIMBERLY 4.00 X 0 0 0 JOHN MCKINSTRY 4.00 X 0 0 0 JANET MILLERMAIER MD 4.00 X 0 0 0 GARY NELSON 4.00 X 0 0 0 ROSINA SAMADANI PHD 4.00 X 0 0 0 DAVID LARSON 4.00 X 0 0 0 SCOTT LOWELL 4.00 X 0 0 0 GEORGIANNA STARZ 4.00 X 0 0 0 BURNETT SULLIVAN 4.00 X 0 0 0 JOHN MCCONNELL 4.00 X 0 0 0 PETE PATTERSON 4.00 X 0 0 0 JOE LENNERTZ 40.00 X X 118411 0 19406 BRIAN CHEEK 40.00 X X 99164 0 18532 JAMES DOWNING 4.00 X 0 0 0 RODNEY MILLER 40.00 X 96573 0 12138 314148 0 50076 1 0 0 0 SODEXO INC 4880 PAYSPHERE CIR CHICAGO IL 606740048 FACILITIES MANAGEMENT AND FOOD SERVICE 1276176 INTER-QUEST INC 304 S SPRING STREET BEAVER DAM WI 539162334 TECHNOLOGY SERVICES 166038 2 111866 3268625 189392 3380491 TUITION AND FEES 611110 4430558 4430558 OTHER PROGRAM SERVICES 900099 123774 123774 CAMP REVENUE 611699 42304 42304 4596636 193874 193874 16945 111866 28428 -11483 -11483 29739 23458 6281 6281 8165799 4602917 0 182391 336426 200712 84117 51597 1933476 1153510 483428 296538 73195 43668 18301 11226 201532 120234 50389 30909 163713 97671 40933 25109 6815 6815 34866 34866 34078 34078 592603 590376 2227 25297 10490 14807 552875 269303 268599 14973 137829 137829 1211017 1099356 111661 103257 35835 67422 44965 3714 4640 36611 1285 1285 542908 542908 97190 97190 DUES AND SUBSCRIPTIONS 16975 9062 7913 BAD DEBT EXPENSE 10058 10058 111504 29269 28527 53708 6231864 4333447 1362939 535478 219341 252050 1568357 1693466 72496 143156 42126 67749 38239 33707 83311 59315 19744647 9621869 10577668 10122778 14846 14860 28215 25837 0 0 9775537 14151129 22420136 26564047 308820 285902 2323094 2575186 2346334 2253945 3251 0 206922 195919 5188421 5310952 X 6859301 6630689 1277313 2756579 9095101 11865827 17231715 21253095 22420136 26564047 X 1933935 1277838 612507 197100 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 9221503 2480302 1454712 400000 34078 12722439 9448765 82800 133781 413178 30665 9221503 8222929 121665 1522701 386822 31708 9448765 7169596 368532 1114864 400000 30063 8222929 9166306 -1578968 390579 27163 7169596 0.00000 0.87960 0.12040 0 0 395335 395335 16833819 7570907 9262912 2346022 1926000 420022 169471 124962 44509 10122778 INVESTMENT INCOME RECEIVABLE 53993 BENEFICIAL INTEREST IN PERPETUAL TRUST 639663 BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 2480393 CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 85925 INSTITUTIONALLY MANAGED FUNDS 10199061 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 692094 14151129 SPECIAL ASSESSMENT LEVY OBLIGATIONS 17537 FUTURE ANNUITY PAYMENTS 156055 CLUB DUES 22327 195919 9550530 1277838 83435 1361273 8189257 -23458 -23458 8165799 6221244 23458 23458 6197786 34078 34078 6231864 PART III, LINE 1A: COLLECTION ITEMS ACQUIRED BY CONTRIBUTION SINCE 1997 ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COLLECTION ITEM IS A WORK OF ART THAT IS HELD FOR PUBLIC EXHIBITION IN THE COURTYARD OF THE CAMPUS. THE ITEM WAS RECEIVED IN OCTOBER 2007 AND HAD AN APPRAISED VALUE OF APPROXIMATELY $31,000 AT THE TIME OF DONATION. THIS COLLECTION ITEM IS NOT SUBJECT TO ANY RESTRICTIONS BY THE DONOR. PART III, LINE 4: THE ACADEMY'S COLLECTION ITEM IS A WORK OF ART THAT IS HELD FOR PUBLIC EXHIBITION IN THE COURTYARD OF THE CAMPUS. THE WORK OF ART BEAUTIFIES THE CAMPUS FOR STUDENTS, PARENTS, PROSPECTIVE STUDENTS, AND OTHER VISITORS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING WAYLAND ACADEMY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUST 47,211. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -11,905. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -34,078. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 82,207. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -23,458. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 23,458. 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 ACADEMY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING PUBLISHED IN NEWSPAPERS OF GENERAL CIRCULATION. SPRING GALA 128811 111866 16945 1145 4149 2757 1000 1167 18260 128811 111866 16945 1145 4149 2757 1000 1167 18260 28478 -11533 X 8 189392 MARKET QUOTATIONS 0 0 1 THIRD PARTY USE: PART I, LINE 32B: AN INDEPENDENT, PROFESSIONALLY-LICENSED BROKER IS USED TO SELL ALL PUBLICLY-TRADED SECURITIES DONATED TO THE ACADEMY. FORM 990, PART VI, SECTION A, LINE 8B THE ACADEMY DOCUMENTS ALL MEETINGS HELD AND ACTIONS UNDERTAKEN BY THE GOVERNING BODY. MINUTES OF MEETINGS HELD BY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY ARE GENERALLY NOT TAKEN. MEMBERS OF THESE COMMITTEES ARE GENERALLY ALSO MEMBERS OF THE GOVERNING BODY AND ACTIONS UNDERTAKEN BY THESE COMMITTEES ARE REPORTED TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY, THE PRESIDENT, AND THE CHIEF FINANCIAL OFFICER BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO VERBALLY DISCLOSE ALL CONFLICTS OF INTEREST AT EACH QUARTERLY BOARD MEETING AND ARE ANNUALLY REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS. IF A CONFLICT ARISES, THAT BOARD MEMBER RECUSES THEMSELF FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRPERSON MEETS WITH THE ACADEMY'S PRESIDENT ANNUALLY TO DISCUSS HIS PERFORMANCE EVALUATION AND COMPENSATION PACKAGE. COMPARABILITY DATA IS OBTAINED BUT IS NOT SOLELY UTILIZED IN DETERMINING THE COMPENSATION PACKAGE. THE FINANCIAL ABILITY OF THE ACADEMY TO PAY APPROPRIATE COMPENSATION IS A MAJOR FACTOR IN DETERMINING THE COMPENSATION PACKAGE. A WRITTEN CONTRACT IS SIGNED BY THE CHAIRPERSON AND THE PRESIDENT. OTHER OFFICERS ARE ANNUALLY EVALUATED BY THE PRESIDENT. COMPARABILITY DATA IS OBTAINED BUT IS NOT SOLELY UTILIZED FOR DETERMINING COMPENSATION PACKAGES. THE FINANCIAL ABILITY OF THE ACADEMY TO PAY APPROPRIATE COMPENSATION IS A MAJOR FACTOR IN DETERMINING THE COMPENSATION PACKAGE. A WRITTEN ONE-YEAR CONTRACT IS SIGNED BY THE OFFICER AND THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ON A CASE-BY-CASE BASIS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 47,211. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -11,905. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 82,207. CHANGE IN VALUES OF BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 79,587.