2011-10-21T17:16:21-05:00 2011-06-30 WEGNER CPA'S LLP 2110 LUANN LN MADISON WI 537133098 990 2010-07-01 237206931 WINGRA SCHOOL INC WING 6082382525 718 GILMORE ST MADISON WI 537111995 PAUL BRAHCE 6082382525 2011-10-21 1 BRUCE MAYER CPA CFP 6082744020 2010 2016-03-07 17:11:31Z PAUL BRAHCE 718 GILMORE ST MADISON WI 537111995 2070991 0 X WWW.WINGRASCHOOL.ORG X 1972 WI WINGRA SCHOOL PROVIDES A UNIQUE AND VALUABLE EDUCATIONAL OPTION FOR FAMILIES IN THE GREATER MADISON AREA. AS PROGRESSIVE EDUCATORS, WE BELIEVE THAT LEARNING SHOULD BE RELEVANT AND MEANINGFUL FOR OUR STUDENTS. WE PAY ATTENTION TO ALL ASPECTS OF A STUDENT'S GROWTH AND DEVELOPMENT--SOCIAL, EMOTIONAL, PHYSICAL, AND COGNITIVE--AND SEE THESE COMPONENTS AS INTERCONNECTED. OUR CLASSROOMS ARE VIBRANT LEARNING COMMUNITIES IN WHICH STUDENTS ARE VIEWED NOT AS PASSIVE RECIPIENTS OF INFORMATION BUT AS ACTIVE PARTICIPANTS IN THE LEARNING PROCESS. OUR COLLABORATIVE TEACHING MODEL ASSURES THAT STUDENTS ARE KNOWN AND VALUED BY ALL OF THEIR TEACHERS. AS AN INDEPENDENT SCHOOL WE ARE ABLE TO DEVELOP AND IMPLEMENT CURRICULUM THAT IS FULLY ALIGNED WITH OUR PROGRESSIVE IDEALS AND THAT IS RESPONSIVE AND ABLE TO ADAPT TO INDIVIDUAL STUDENT NEEDS, INTERESTS, AND ABILITIES. OUR LONG-TERM GOAL IS TO PROMOTE LIFELONG ENTHUSIASM FOR LEARNING. 14 12 48 100 0 0 720143 347731 1504121 1642384 10008 11535 7841 -4339 2242113 1997311 0 0 0 0 1626408 1607965 41016 54360 201747 312585 338409 1980009 2000734 262104 -3423 3623629 4431634 320827 1197598 3302802 3234036 X WINGRA SCHOOL PROVIDES A PROGRESSIVE EDUCATIONAL EXPERIENCE THAT NURTURES INDIVIDUAL DEVELOPMENT AND AFFIRMS CONNECTIONS TO A BROADER COMMUNITY BY: A) EMPHASIZING LEARNING AS AN INTRINSICALLY MEANINGFUL LIFE-LONG PROCESS; B) CULTIVATING ACADEMIC EXCELLENCE IN A MANNER THAT DEVELOPS THE WHOLE CHILD; C) CREATING AN ENVIRONMENT THAT FOSTERS BOTH RELATIONSHIPS AND INDEPENDENCE; AND D) FORMING PARTNERSHIPS TO FOSTER MUTUAL LEARNING AND EXPAND OPPORTUNITIES. 0 0 1307432 1642384 DURING THE 2010-2011 SCHOOL YEAR WINGRA SCHOOL PROVIDED A FULL ACADEMIC PROGRAM BASED ON A PROGRESSIVE EDUCATIONAL PHILOSOPHY TO 141 STUDENTS AGES KINDERGARTEN THROUGH EIGHTH GRADE. 1307432 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 48 1 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X BONNIE SCHEY 6082382525 718 GILMORE ST MADISON WI 537111995 JAMES MILLER 3.00 X X 0 0 0 GREG SIMMONS 3.00 X X 0 0 0 WARREN PALMER 3.00 X X 0 0 0 DAWN LISKA-TOLLEFSON 50.00 X 30145 0 7084 EJ ALEXANDRA 2.00 X 0 0 0 MATTHEW DREGNE 2.00 X 0 0 0 KIM COTANT 50.00 X 58896 0 11921 JAMES LAUDON 2.00 X 0 0 0 JOE RING 2.00 X 0 0 0 KATIE DOWLING-MARCUS 2.00 X 0 0 0 LARRY FRANK 2.00 X 0 0 0 COLLEEN PARDUN 50.00 X 36189 0 10595 MICHELLE SHARPSWAIN 2.00 X 0 0 0 ANGIE SPARKS 50.00 X 60323 0 13546 JAALA SPIRO 2.00 X 0 0 0 PATRICK SWEET 2.00 X 0 0 0 PAUL BRAHCE 50.00 X 100997 0 9492 286550 0 52638 1 0 0 0 JOHNSON CONTROLS INC 2400 KILGUST RD MADISON WI 537134842 BOILER REPLACEMENT 573831 1 8030 339701 347731 TUITION AND FEES 611110 1566882 1566882 RENTAL INCOME 531120 53491 53491 OUTSIDE LUNCH PROGRAM 900099 15964 15964 CONFERENCE REGISTRATIO 561920 4465 4465 SCHOOL STORE 900099 862 862 720 720 1642384 8432 8432 63944 60841 3103 3103 3103 8500 8030 12839 -4339 -4339 1997311 1642384 0 7196 316132 279205 36927 819564 502610 228546 88408 50003 34422 11689 3892 313417 215757 73262 24398 108849 74932 25444 8473 1805 1805 9184 9184 54360 54360 1630 1630 25227 14667 3572 6988 21560 21560 75906 55658 9061 11187 4342 1981 2259 102 74667 38171 35303 1193 9493 9493 17155 17155 65180 57359 5866 1955 32186 23177 8218 791 MISCELLANEOUS EXPENSES 74 74 2000734 1307432 491555 201747 18369 33585 1166921 1319674 465863 525652 21 190 7610 10771 2527849 194129 1789273 2333720 153229 181999 22343 26043 3623629 4431634 106914 111127 213913 622492 463979 320827 1197598 X 2427329 2916939 760473 202097 115000 115000 3302802 3234036 3623629 4431634 X -3423 -65343 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115000 3986 3700 286 115000 115000 1910 1646 264 115000 115000 253 253 115000 1.00000 1 0 678356 678356 1720829 86297 1634532 128664 107832 20832 2333720 1997311 2000734 -3423 28459 -93802 -65343 -68766 2038971 28459 362 28821 2010150 -12839 -12839 1997311 2013573 12839 12839 2000734 0 2000734 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUND ASSETS CAN BE USED TO SUPPORT THE SCHOOL'S GENERAL ACTIVITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FNDTN 362. WRITE OFF UNCONDITIONAL PROMISES TO GIVE -94,164. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FOUNDATION PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 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 WINGRA SCHOOL'S NONDISCRIMINATION POLICY WAS PUBLISHED IN A LEGAL NOTICE IN THE WISCONSIN STATE JOURNAL (THE HIGHEST CIRCULATION LOCAL NEWSPAPER) ON OCTOBER 20, 2010, IN ADDITION TO INCLUDING IT IN VARIOUS ADS THROUGHOUT THE YEAR. X X 1 CAMPBELL & COMPANY 1 E WACKER DR STE 3350 CHICAGO IL 606011917 CONSULTS ON CAPITAL CAMPAIGN 0 0 54041 0 54041 WI JAZZ EVENT 16530 8030 8500 6890 1775 4174 16530 8030 8500 6890 1775 4174 12839 -4339 FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PERFORMS THE INITIAL REVIEW OF THE FORM 990 AND MAKES CHANGES AS NECESSARY. AFTER THIS REVIEW, ALL MEMBERS OF THE WINGRA SCHOOL BOARD OF TRUSTEES REVIEWS AND APPROVES THE PREPARED FORM 990 BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ANNUALLY SIGN AN ACKNOWLEDGEMENT OF CONFLICT OF INTEREST POLICY STATEMENT THAT AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE SCHOOL'S CONFLICT OF INTEREST POLICY, HAVE READ IT AND UNDERSTAND IT, AGREE TO COMPLY WITH IT, AND UNDERSTAND THE IMPORTANCE OF OBTAINING SUCH INFORMATION IN MAINTAINING THE SCHOOL'S TAX-EXEMPT STATUS. IN ADDITION, BEFORE CONCLUDING EACH MEETING THE TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY POTENTIAL CONFLICTS OF INTEREST RELATED TO THAT MEETING'S PROCEEDINGS. THE TRUSTEES' RESPONSES ARE DOCUMENTED IN THE MEETING'S MINUTES. FORM 990, PART VI, SECTION B, LINE 15A A THREE-YEAR EMPLOYMENT AGREEMENT WAS NEGOTIATED WITH THE HEAD OF SCHOOL WHEN HE WAS HIRED IN THE SUMMER OF 2008. THE AGREEMENT INCLUDES A BENEFITS PACKAGE COMMENSURATE WITH THAT OF OTHER SCHOOL EMPLOYEES AND A SALARY CONSISTENT WITH THAT INDIVIDUAL'S SALARY IN A SIMILAR POSITION AT THAT TIME AND WITHIN THE MID-RANGE OF COMPARABLES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION ABOUT SCHOOL GOVERNANCE IS INCLUDED IN THE SCHOOL'S FAMILY HANDBOOK. THE BY-LAWS AND OTHER GOVERNANCE-RELATED DOCUMENTS AND POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL'S FINANCIAL STATEMENTS ARE AVAILABLE TO ANYONE WHO ATTENDS THE MONTHLY MEETINGS OF THE BOARD OF TRUSTEES AND ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 28,459. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MADISON COMMUNITY FNDTN 362. WRITE OFF UNCONDITIONAL PROMISES TO GIVE -94,164. TOTAL TO FORM 990, PART XI, LINE 5: -65,343.