2011-03-15T14:24:17-05:00 2010-06-30 BAKER TILLY VIRCHOW KRAUSE LLP 115 South 84th Street Suite 400 Milwaukee WI 53214 990 2009-07-01 390942763 University Lake School Inc UNIV 2623676011 4024 Nagawicka Road Hartland WI 53029 Kathy Seiberlich 2623676011 2011-03-04 1 Troy E Marine CPA 4147775500 2011-03-04 2009 2016-02-24 21:20:13Z Kathy Seiberlich 4024 Nagawicka Road Hartland WI 53029 10946176 0 X www.universitylake.org X 1956 WI Premier college preparatory school serving pre-kindergarten through twelfth grade students 15 15 81 479 0 0 728796 899430 4122338 4134117 -1754164 246281 181100 174258 3278070 5454086 514874 660681 0 3896193 3325830 0 338780 1913907 1682272 6324974 5668783 -3046904 -214697 16915233 13525469 4851710 1676643 12063523 11848826 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. 0 0 2634957 4134117 Instruction and Student Activities - Activities related to the education of the school's students ( approximately 320 students). All graduates attend college. 660681 660681 Financial aid and discounts. The school financial aid program allows students to attend. 198 students were served by these programs. The programs are non-discriminatory. 3295638 1 1 0 0 0 0 0 0 1 1 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 1 12 0 1 81 1 0 0 0 0 0 1 1 1 7 0 0 1 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 WI X Timothy Horner 2623676011 4024 Nagawicka Road Hartland WI 53029 KATHY SEIBERLICH 1.00 X 0 0 0 JIM D'AMBRISI 1.00 X 0 0 0 HOLLY WARNER 1.00 X 0 0 0 MIKE GUNS 1.00 X 0 0 0 KARI TYSON 1.00 X 0 0 0 TOM MOUNT 1.00 X 0 0 0 Jean McFadden 1.00 X 0 0 0 Leslie Barkow 1.00 X 0 0 0 Sam Bradt 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 0 0 0 Courtney Goldbach 1.00 X 0 0 0 Kathy Rosenheimer 1.00 X 0 0 0 Sharon Hipp 1.00 X 0 0 0 TIMOTHY HORNER 40.00 X 97560 0 49692 Bradley Ashley 40.00 X 144843 0 18407 DON BECKER 1.00 X 0 0 0 Andrea Mackay 1.00 X 0 0 0 F JOHN STARK III 1.00 X 0 0 0 Lara Ehrsam 1.00 X 0 0 0 KIRK TUSON 1.00 X 0 0 0 242403 0 68099 1 0 1 0 0 102602 796828 38500 899430 tuition & fees 900099 4134117 4134117 4134117 115596 115596 8412 8412 8412 8412 5445691 5289968 25038 155723 -25038 130685 130685 232117 102602 177084 55033 55033 MISCELLANEOUS 900099 110813 110813 110813 5454086 4134117 0 420539 660681 660681 310503 310503 2277039 1815490 331598 129951 23199 15273 6624 1302 528995 351799 150986 26210 186094 137313 39254 9527 1495 1495 19470 19470 4086 4086 72847 72847 49879 31466 17651 762 101417 87923 7443 6051 482753 482753 9153 9064 89 7635 7635 452023 452023 59023 59023 Student Program and ath 186629 186629 Institutional Advanceme 164977 164977 Administration 70885 70885 5668783 3295638 2034365 338780 77309 62464 2876595 2983609 26021 21651 32238 52747 12245601 4494046 7980414 7751555 5906496 2653443 16160 0 16915233 13525469 567105 461742 1659605 1214901 2625000 4851710 1676643 X 7964540 7708916 1127825 1356841 2971158 2783069 12063523 11848826 16915233 13525469 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5059922 325 270576 7898 2665396 4086 2653443 10804224 279382 -1760353 15070 4235930 12331 5059922 0.80000 0.19000 0.01000 0 0 44903 44903 11753879 4222826 7531053 430910 257570 173340 15909 13650 2259 7751555 5454086 5668783 -214697 0 -214697 4970489 0 4970489 483597 483597 5454086 5185186 0 5185186 483597 483597 5668783 Part XII, Line 4b - Other Adjustments: Financial Aid/Scholarships: 660681. fundraising expenses: -177084. Part XIII, Line 4b - Other Adjustments: Financial Aid/Scholarships: 660681. fundraising expenses: -177084. 1 1 1 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 spring faire 87372 87372 7856 800 40248 BARN 140471 102602 37869 46128 3 106876 0 106876 9695 72357 334719 102602 232117 9695 7856 800 158733 177084 55033 663 593 0 663 593 593 70 WI 1 0 0 0 0.09500 0.90500 Timothy Horner PO Box 920 4024 Nagawicka Road hartland WI 53029 0 0 1 NEEDS BASED FINANCIAL AID 68 410818 BOOK TUITION REDUCTION BASED ON THE FINANCIAL NEED MERIT SCHOLARSHIPS 43 170500 BOOK TUITION REDUCTION BASED ON STUDENT ACHIEVEMENT INCENTIVE AWARDS 123 79363 BOOK TUITION REDUCTION BASED ON PARTICIPATION IN A DEFINED PROGRAM Other Information: Part IV: 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 Bradley Ashley 144843 0 0 0 0 0 4563 0 13844 0 163250 0 0 0 X 7117 public sale X 63431 public sale X 2 6200 public live auction X 20 9185 public live auction X RAFTS, KAYAKS, TRACTORS, ETC. 16 3321 public live auction X HOUSEHOLD FURNITURE 851 13348 PUBLIC SALE 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 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 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 asked to disclose any conflicts when they become aware of the potential for the conflict. As conflicts arise, they are addressed at Board of Trustee meetings, without the person present. Form 990, Part VI, Section B, line 15a The compensation for the Head of School 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.