2013-12-12T13:05:12-06:00 2013-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2012-07-01 391039417 WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES INC WISC 6082567761 122 W WASHINGTON AVENUE NO 700 MADISON WI 53703 ROLF WEGENKE 6082567761 2013-12-04 1 TROY E MARINE CPA P00187863 4147775500 2013-12-04 2012 2015-11-30 17:44:51Z ROLF WEGENKE 122 W WASHINGTON AVENUE NO 700 MADISON WI 53703 5250676 0 X WWW.WAICU.ORG X 1962 WI PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. 23 23 17 28 0 0 2209689 1038874 2331529 2552650 351686 1249685 0 0 4892904 4841209 1082253 818227 0 0 1805365 1795931 0 0 143966 1140180 1582716 4027798 4196874 865106 644335 14057829 15054128 675906 792613 13381923 14261515 X PROMOTE AND FACILITATE SERVICES TO WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES. 0 0 1052675 1052675 COLLABORATIVE SERVICES - THE WAICU COLLABORATION PROJECT IS A COMPREHENSIVE INITIATIVE TO PERFORM ADMINISTRATIVE SUPPORT FUNCTIONS OF WISCONSIN'S TWENTY-THREE PRIVATE NONPROFIT COLLEGES AND UNIVERSITIES ON A COLLABORATIVE BASIS. THE OBJECTIVES ARE TO SAVE MONEY, TO IMPROVE THE QUALITY OF SERVICES TO STUDENTS, FACULTY, AND STAFF, AND TO SERVE AS A NATIONAL MODEL FOR CONTROLLING COLLEGE COSTS. 710353 710353 STUDENT ACCESS - WAICU HAS ORGANIZED JOINT ADMISSION PROGRAMS SINCE 1978, CURRENTLY LOGGING MORE THAN 300,000 CONTACTS WITH POTENTIAL STUDENTS AND THEIR PARENTS AND COUNSELORS EACH YEAR. WAICU'S ADMISSION PROGRAMS ARE SPECIFICALLY DESIGNED TO REINFORCE THE STUDENT RECRUITMENT EFFORTS OF MEMBERS. WAICU'S ROLE IS TO HIGHLIGHT THE AFFORDABILITY AND OPPORTUNITIES QUALITY OF WISCONSIN'S PRIVATE NONPROFIT COLLEGES AND TO CREATE OPPORTUNITIES FOR STUDENTS AND COUNSELORS TO CONSIDER PRIVATE NONPROFIT COLLEGES. 970077 818227 151850 SCHOLARSHIPS - THE ORGANIZATION AWARDS ON AN ANNUAL BASIS MORE THAN $800,000 TO ALMOST 200 PRIVATE COLLEGE STUDENTS. IN ADDITION THEY MANAGE A TOTAL OF FIVE ENDOWED SCHOLARSHIP PROGRAMS VALUED AT APPROXIMATELY $10.8 MILLION. THESE SCHOLARSHIPS ALLOW MANY STUDENTS TO CONTINUE THEIR COLLEGE EDUCATION. 922714 637772 OTHER PROGRAM SERVICES 922714 637772 3655819 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 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 1 1 0 0 1 31 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LIZA SIMON 6082567761 122 W WASHINGTON AVENUE NO 700 MADISON WI 53703 MARY J MEEHAN 1.00 X 0 0 0 CONNIE BOERST 1.00 X 0 0 0 H SCOTT BIERMAN 1.00 X 0 0 0 JAMES LOFTUS 1.00 X 0 0 0 DOUGLAS N HASTAD 1.00 X 0 0 0 F GREGORY CAMPBELL 1.00 X 0 0 0 JILL WINTERS 1.00 X 0 0 0 PATRICK T FERRY 1.00 X 0 0 0 DANIEL J CAREY 1.00 X 0 0 0 DANIEL ECK 1.00 X 0 0 0 JILL BECK 1.00 X 0 0 0 ROBERT FALE 1.00 X 0 0 0 FR SCOTT R PILARZ 1.00 X 0 0 0 JOHN R RAYMOND 1.00 X 0 0 0 NEIL HOFFMAN 1.00 X 0 0 0 HERMANN VIETS 1.00 X 0 0 0 EILEEN SCHWALBACH 1.00 X 0 0 0 MICHAEL MILLER 1.00 X 0 0 0 ZACH P MESSITTE 1.00 X 0 0 0 THOMAS KUNKEL 1.00 X 0 0 0 CHRIS DOMES 1.00 X 0 0 0 RICHARD ARTMAN 1.00 X 0 0 0 DANIEL W JOHNSON 1.00 X 0 0 0 ROLF WEGENKE 40.00 X 302931 0 44189 LIZA SIMON 40.00 X 69016 0 12529 RODNEY L OPSAL 12.00 X 150921 0 36587 WENDY L WINK 40.00 X 110000 0 14138 DEBORAH J MAHAFFEY 40.00 X 106358 0 17920 WILLIAM J SCHULTZ 10.00 X 110136 0 36115 849362 0 161478 5 0 1 0 HOVDE PROPERTIES 122 W WASHINGTON AVENUE MADISON WI 53703 PROPERTY MANAGEMENT 193254 MARSH USA 96460 COLLECTION CENTER DRIVE CHICAGO IL 60693 RISK MANAGEMENT 146949 IBM CORP PO BOX 643600 PITTSBURGH PA 152643600 TECHNOLOGY 116413 3 715664 323210 1038874 MEMBERSHIP DUES 611710 1432731 1432731 MEMBER SERVICES 611710 1037073 1037073 PRIVATE COLLEGE WEEK ADVERTISING 611710 80000 80000 MISCELLANEOUS PROGRAM 611710 2846 2846 2552650 287198 287198 1371954 409467 962487 962487 962487 4841209 2552650 0 1249685 818227 818227 902477 576831 225087 100559 489648 451836 29348 8464 56435 40221 11423 4791 252531 216405 28445 7681 94840 74291 14714 5835 23945 22881 774 290 17195 16627 413 155 43710 43710 155654 151686 2886 1082 352737 332986 14364 5387 142005 141557 326 122 296217 283417 9309 3491 68537 64250 3118 1169 9 8 1 29739 24930 3497 1312 46957 44364 1886 707 LDS DISBURSEMENTS TO ME 270000 270000 DUES & SUBSCRIPTIONS 56700 47573 6638 2489 MEMBER SERVICES 47664 47007 478 179 DATA CENTER 22160 22160 9487 8562 672 253 4196874 3655819 397089 143966 873733 1013395 184282 295190 68319 78874 59654 195197 384152 231432 117964 152720 12499627 13318752 254250 0 14057829 15054128 126666 249516 188072 214647 113265 128047 247903 200403 675906 792613 X 718528 966670 2497340 3128790 10166055 10166055 13381923 14261515 14057829 15054128 644335 235258 0 X X 0 1 X 1 1 1 X 548630 512250 462133 2209689 1038874 4771576 1946567 2026919 2215131 2331529 2552650 11072796 2495197 2539169 2677264 4541218 3591524 15844372 0 512250 450103 2197069 114648 3274070 512250 450103 2197069 114648 3274070 12570302 14696 7895 110128 241872 286108 660699 14696 7895 110128 241872 286108 660699 2509893 2547064 2787392 4783090 3877632 16505071 0.76160 0.75250 0.04000 0.02780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179921 179921 3475898 3655819 332791 83198 0 0 267462 325615 349422 332791 1275290 1912935 29811 65995 41230 179921 316957 66866 81404 87356 83198 318824 478236 10228892 1208821 579724 10857989 9797721 1135751 170989 875569 10228892 9867724 408061 478064 9797721 0.00000 0.93630 0.06370 0 0 144701 75488 69213 92194 66839 25355 147257 89105 58152 152720 SCHOLARSHIP OBLIGATION 200403 200403 5032757 235258 235258 4797499 43710 43710 4841209 4153165 0 4153165 43710 43710 4196875 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, INTERN STIPENDS, AND PROGRAM SUPPORT. 1 SCHOLARSHIPS 196 778027 INTERN STIPENDS 38 40200 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RECIPIENTS MUST MEET ELIGIBILITY REQUIREMENTS TO RECEIVE GRANTS ADMINISTERED BY WAICU. WAICU REQUIRES THAT THE NECESSARY DOCUMENTATION BE SUBMITTED PRIOR TO ISSUING CHECKS. THE DOCUMENTATION IS REVIEWED BY THE APPROPRIATE WAICU PERSONNEL AND APPROVED FOR DISBURSEMENT OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 ROLF WEGENKE 302931 0 0 0 0 0 15298 0 28891 0 347120 0 0 0 RODNEY L OPSAL 150921 0 0 0 0 0 7696 0 28891 0 187508 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 IS MAILED TO THE EXECUTIVE COMMITTEE TWO WEEKS PRIOR TO ITS FALL MEETING. AT THIS MEETING THE COMMITTEE DISCUSSES ANY SUGGESTED CHANGES. THE COMMITTEE THEN VOTES ON WHETHER TO RECOMMEND THAT THE FULL BOARD OF DIRECTORS ACCEPT THE REVISED DRAFT OF THE RETURN. THE FULL BOARD OF DIRECTORS VOTES AT ITS FALL MEETING TO ACCEPT THE PREPARED FORM 990 FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE A FORM TO DISCLOSE ALL CONFLICTS OF INTEREST. THE COMPLETED AND SIGNED FORMS ARE REVIEWED AND KEPT AT WAICU'S OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE PRESIDENT. THE COMMITTEE REVIEWS A STUDY PREPARED BY THE CALIFORNIA PRIVATE COLLEGE ASSOCIATION ON BEHALF OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES STATE EXECUTIVES (NAICUSE) AND ANOTHER STUDY PREPARED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) WHEN CONSIDERING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2 C NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC 122 W WASHINGTON AVENUE SUITE 700 MADISON WI 53703 203202578 PURCHASE/IMPLEMENT IT FOR MEMBERS WI 501(C)(3) LINE 11A, I WAICU 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC Q 258072 FMV