UNIVERSITY LAKE SCHOOL INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY LAKE SCHOOL INC (EIN 39-0942763)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201201319349302525
- Schema version
- 2010v3.4
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T15:18:04-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOUTH 84TH STREET SUITE 400 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390942763 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY LAKE SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2623676011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY SEIBERLICH | Name |
| Title | PRESIDENT, BOARD OF TRUSTEES | Title |
| Phone | 2623676011 | Phone |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY E MARINE CPA | Name |
| Phone | 4147775500 | Phone |
| Date Prepared | 2012-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHY SEIBERLICH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7083348 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIVERSITYLAKE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 81 | TotalNbrEmployees |
| Total Nbr Volunteers | 450 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 899430 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1711344 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4134117 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3914678 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 246281 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68763 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 174258 | OtherRevenuePriorYear |
| Other Revenue Current Year | 157082 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5454086 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5851867 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 660681 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 522585 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3325830 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3317380 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 339180 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1682272 | OtherExpensePriorYear |
| Other Expenses Current Year | 1641841 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5668783 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5481806 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -214697 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 370061 | RevenuesLessExpensesCY |
| Total Assets BOY | 13525469 | TotalAssetsBOY |
| Total Assets EOY | 13877943 | TotalAssetsEOY |
| Total Liabilities BOY | 1676643 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1659056 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11848826 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12218887 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UNIVERSITY LAKE SCHOOL STRIVES TO BE A PREMIER COLLEGE PREPARATORY SCHOOL WHOSE STUDENTS PARTICIPATE IN A CHALLENGING PROGRAM OF ACADEMICS, ARTS AND ATHLETICS. WE INSPIRE ENDURING INTELLECTUAL CURIOSITY, CREATIVITY, ORIGINAL THINKING, LEADERSHIP, AND A SENSE OF COMMUNITY. THE SCHOOL SERVES PRE-KINDERGARTEN THROUGH TWELFTH GRADE STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2239536 | Expense |
| Revenue | 3914678 | Revenue |
| Description | INSTRUCTION AND STUDENT ACTIVITIES - ACTIVITIES RELATED TO THE EDUCATION OF THE SCHOOL'S STUDENTS ( APPROXIMATELY 320 STUDENTS). ALL GRADUATES ATTEND COLLEGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 522585 | Expense |
| Grants | 522585 | Grants |
| Description | FINANCIAL AID AND DISCOUNTS. THE SCHOOL FINANCIAL AID PROGRAM ALLOWS STUDENTS TO ATTEND. 144 STUDENTS WERE SERVED BY THESE PROGRAMS. THE PROGRAMS ARE NON-DISCRIMINATORY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 457909 | Expense |
| Description | THE CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, FIELD TRIPS, TECHNOLOGY, TEXTBOOKS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS TO SUPPORT THE EDUCATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3220030 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 81 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 6 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 0 | 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 | 1 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY HORNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2623676011 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4024 NAGAWICKA ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| KATHY SEIBERLICH | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| JIM D'AMBRISI | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| HOLLY WARNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MIKE GUNS | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| KARI TYSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TOM MOUNT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEAN MCFADDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE BARKOW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SAM BRADT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNE SHEEDY-SEIDEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA MICHELS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TED ROLFS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| COURTNEY GOLDBACH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHY ROSENHEIMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHARON HIPP | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BETH MAJOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIM O'NEIL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARAN QUADRACCI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY HORNER | |||||||
| BUSINESS MANAGER | 40.00 | 97139 | 0 | 46546 | X | ||
| PAUL ATKINSON | |||||||
| HEAD OF SCHOOL | 40.00 | 80280 | 0 | 16555 | X | ||
| DON BECKER | |||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | ||
| ANDREA MACKAY | |||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | ||
| F JOHN STARK III | |||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | ||
| LARA EHRSAM | |||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | ||
| KIRK TUSON | |||||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 | X | ||
| BRADLEY ASHLEY | |||||||
| FORMER HEAD OF SCHOOL | 0.00 | 68172 | 0 | 11342 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 177419 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 63101 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 169117 | FundraisingEvents |
| All Other Contributions | 1542227 | AllOtherContributions |
| Noncash Contributions | 15710 | NoncashContributions |
| Total Contributions | 1711344 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3914678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3914678 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3914678 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69709 | TotalRevenueColumn |
| Exclusion | $69,709 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15317 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15317 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15317 | TotalRevenueColumn |
| Exclusion | $15,317 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1116970 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1117916 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -946 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -946 | TotalRevenueColumn |
| Exclusion | -$946 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 249268 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 169117 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 113082 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136186 | TotalRevenueColumn |
| Exclusion | $136,186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 430 | GrossIncomeGaming |
| Gaming Direct Expenses | 483 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -53 | TotalRevenueColumn |
| Exclusion | -$53 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5632 | TotalRevenueColumn |
| Exclusion | $5,632 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5632 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5851867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3914678 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $225,845 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522585 | Total |
| Program Services | 522585 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177419 | Total |
| Management And General | 177419 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2337372 | Total |
| Program Services | 1810536 | ProgramServices |
| Management And General | 397776 | ManagementAndGeneral |
| Fundraising | 129060 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23734 | Total |
| Program Services | 16690 | ProgramServices |
| Management And General | 5753 | ManagementAndGeneral |
| Fundraising | 1291 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589513 | Total |
| Program Services | 387214 | ProgramServices |
| Management And General | 175310 | ManagementAndGeneral |
| Fundraising | 26989 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189342 | Total |
| Program Services | 131451 | ProgramServices |
| Management And General | 48432 | ManagementAndGeneral |
| Fundraising | 9459 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2530 | Total |
| Management And General | 2530 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18820 | Total |
| Management And General | 18820 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6492 | Total |
| Management And General | 6492 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50078 | Total |
| Management And General | 50078 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21317 | Total |
| Program Services | 11664 | ProgramServices |
| Management And General | 9078 | ManagementAndGeneral |
| Fundraising | 575 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128945 | Total |
| Program Services | 109416 | ProgramServices |
| Management And General | 13813 | ManagementAndGeneral |
| Fundraising | 5716 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425158 | Total |
| Management And General | 425158 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1348 | Total |
| Program Services | 1348 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 454560 | Total |
| Management And General | 454560 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59015 | Total |
| Management And General | 59015 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| INSTRUCTION AND STUDENT | 229126 | 229126 | ||
| INSTITUTIONAL ADVANCEME | 166090 | 166090 | ||
| ADMINISTRATIVE SERVICES | 74166 | 74166 | ||
| ENROLLMENT MANAGEMENT S | 4196 | 4196 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5481806 | Total |
| Program Services | 3220030 | ProgramServices |
| Management And General | 1922596 | ManagementAndGeneral |
| Fundraising | 339180 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62464 | BOY |
| EOY | 48313 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2983609 | BOY |
| EOY | 3682694 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21651 | BOY |
| EOY | 42733 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52747 | BOY |
| EOY | 54203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12234937 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4848435 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7751555 | BOY |
| EOY | 7386502 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2653443 | BOY |
| EOY | 2663498 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13525469 | BOY |
| EOY | 13877943 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461742 | BOY |
| EOY | 495970 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1214901 | BOY |
| EOY | 1163086 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1676643 | BOY |
| EOY | 1659056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7708916 | BOY |
| EOY | 7318245 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1356841 | BOY |
| EOY | 2079334 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2783069 | BOY |
| EOY | 2821308 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11848826 | BOY |
| EOY | 12218887 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13525469 | BOY |
| EOY | 13877943 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 370061 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 2653443 | BeginningOfYearBalance |
| Contributions | 65 | Contributions |
| Investment Earnings Or Losses | 68732 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7184 | GrantsOrScholarships |
| Other Expenditures | 40810 | OtherExpenditures |
| Administrative Expenses | 6898 | AdministrativeExpenses |
| End Of Year Balance | 2667348 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5059922 | BeginningOfYearBalance |
| Contributions | 325 | Contributions |
| Investment Earnings Or Losses | 270576 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7898 | GrantsOrScholarships |
| Other Expenditures | 2665396 | OtherExpenditures |
| Administrative Expenses | 4086 | AdministrativeExpenses |
| End Of Year Balance | 2653443 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10804224 | BeginningOfYearBalance |
| Contributions | 279382 | Contributions |
| Investment Earnings Or Losses | -1760353 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15070 | GrantsOrScholarships |
| Other Expenditures | 4235930 | OtherExpenditures |
| Administrative Expenses | 12331 | AdministrativeExpenses |
| End Of Year Balance | 5059922 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.80000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44903 | OtherCostOrOtherBasis |
| Book Value | 44903 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11761070 | OtherCostOrOtherBasis |
| Depreciation | 4575148 | Depreciation |
| Book Value | 7185922 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 389518 | OtherCostOrOtherBasis |
| Depreciation | 258851 | Depreciation |
| Book Value | 130667 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39446 | OtherCostOrOtherBasis |
| Depreciation | 14436 | Depreciation |
| Book Value | 25010 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7386502 | TotalOfBookValueLandBuildings |
| Total Revenue | 5851867 | TotalRevenue |
| Total Expenses | 5481806 | TotalExpenses |
| Excess Or Deficit For Year | 370061 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 370061 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5442364 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5442364 | RevenueSubtotal |
| Other Revenues Not Included | 409503 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 409503 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5851867 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5072303 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5072303 | ExpensesSubtotal |
| Other Expenses Not Included | 409503 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 409503 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5481806 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 522,585. FUNDRAISING EXPENSES -113,082. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 522,585. FUNDRAISING EXPENSES -113,082. |
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 | THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING FAIRE | NameOfEvent1 |
| Gross Receipts Event1 | 199512 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 80950 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 118562 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1000 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 1200 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 16734 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 45 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 14609 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BARN | NameOfEvent2 |
| Gross Receipts Event2 | 127778 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 88167 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 39611 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 39556 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 91095 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 91095 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 6891 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 58917 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 418385 | GrossReceiptsTotal |
| Charitable Contributions Total | 169117 | CharitableContributionsTotal |
| Gross Revenue Total Events | 249268 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1000 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8091 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16734 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 45 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 113082 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 138952 | DirectExpenseSummaryEvents |
| Net Income Summary | 110316 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 430 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 483 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 430 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 483 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 483 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | -53 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.09500 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.90500 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | TIMOTHY HORNER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 920 4024 NAGAWICKA ROAD | AddressLine1 |
| City | HARTLAND | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| NEEDS BASED FINANCIAL AID | 65 | 393784 | BOOK | TUITION REDUCTION BASED ON THE FINANCIAL NEED |
| MERIT SCHOLARSHIPS | 24 | 102260 | BOOK | TUITION REDUCTION BASED ON STUDENT ACHIEVEMENT |
| INCENTIVE AWARDS | 75 | 26541 | BOOK | TUITION REDUCTION BASED ON PARTICIPATION IN A DEFINED PROGRAM |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5184 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLIC SALE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 65713 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLIC SALE | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLIC LIVE AUCTION | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5195 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLIC LIVE AUCTION | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | RAFTS, KAYAKS, TRACTORS, ETC. | 9 | 1940 | PUBLIC LIVE AUCTION |
| X | HOUSEHOLD FURNITURE | 517 | 7929 | PUBLIC SALE |
| X | VACATIONS, ENTERTAINMENT, ETC | 26 | 56850 | LIVE AUCTION |
| X | CHILDRENS ITEMS, FASHION, JEWELRY, ETC. | 260 | 60459 | LIVE AND SILENT AUCTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | - REGULAR MEETINGS OF THE BOARD OF TRUSTEES WERE CHANGED FROM EVERY OTHER MONTH (OLD) TO NO LESS THAN 4 TIMES PER YEAR (NEW) - NOTICE REQUIREMENTS, OTHER THAN THAT FOR SPECIAL MEETINGS, WERE STANDARDIZED AT 14 DAYS NOTICE; - THE USE OF TECHNOLOGY TO ATTEND A MEETING BY A TRUSTEE WAS ADDED - THE TERMS OF THE PRESIDENT AND VICE-PRESIDENT WERE EDITED SO THAT THOSE POSITIONS SERVE THE STANDARD TIMEFRAME OR UNTIL THEIR SUCCESSOR IS ELECTED - THE STANDING COMMITTEES OF THE BOARD WERE EDITED AND THE USE OF TASK FORCES AS AUTHORIZED BY THE BOARD WAS ADDED. | |
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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. | FORM 990, PART VI, SECTION C, LINE 19 |
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