2011-01-31T17:11:39-06:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2009-07-01 396076442 The University School of Milwaukee Corporation UNIV 4143526000 2100 W Fairy Chasm Road Milwaukee WI 53217 Steve Geimer 4143526000 2011-01-31 1 DAVE GLOBIG 4144319300 2011-01-31 2009 2016-02-24 21:20:13Z Steve Geimer 2100 W Fairy Chasm Road Milwaukee WI 53217 25098206 0 X www.usmk12.org X 1851 WI Provide an outstanding college-preparatory education that develops students' academic potential, fosters their personal growth, and encourages them to be life-long learners; support students as they become progressively independent and grow intellectually, emotionally, ethically, socially, and physically; create meaningful opportunities for students to acquire knowledge and skills, pursue interests, and develop leadership in academics, the arts, athletics, and service; cultivate the value of community among students, their families, alumni, faculty, and staff and instill in students an appreciation for individuals and their diversity; and build a lifetime foundation that prepares students to make good decisions, contribute to society, and enjoy rewarding lives. With an engaging and highly-skilled faculty in an exceptional facility, the School represents the best in prekindergarten through twelfth grade independent education. 27 27 540 0 0 0 8089148 4502593 19333616 19721780 142464 94878 399653 200422 27964881 24519673 1594562 1831021 0 16855815 17295328 57347 0 1153663 5544463 5868869 24052187 24995218 3912694 -475545 41412039 41856864 5175338 5836819 36236701 36020045 Provide an outstanding college-preparatory education that develops students' academic potential, fosters their personal growth, and encourages them to be life-long learners; support students as they become progressively independent and grow intellectually, emotionally, ethically, socially, and physically; create meaningful opportunities for students to acquire knowledge and skills, pursue interests, and develop leadership in academics, the arts, athletics, and service; cultivate the value of community among students, their families, alumni, faculty, and staff and instill in students an appreciation for individuals and their diversity; and build a lifetime foundation that prepares students to make good decisions, contribute to society, and enjoy rewarding lives. With an engaging and highly-skilled faculty in an exceptional facility, the School represents the best in prekindergarten through twelfth grade independent education. 0 0 19622390 19721780 The University School of Milwaukee Corp is a Not-For-Profit Independent School providing pre-kindergarten through twelfth grade education. University School enrollment held steady for August 2010 at 1,060. With the loyal support of parents, faculty, and alumni, the University School moved ahead with construction of a new Lower School Addition and Gymnasium, and renovated the Lower and Middle Schools. Funding for this project was secured. 19622390 1 1 0 0 0 0 0 0 1 1 0 1 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 1 0 0 0 1 42 0 1 540 1 0 0 0 0 0 0 0 0 0 1 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X Alex Chou 4143526000 2100 W Fairy Chasm Road Milwaukee WI 53217 Thomas Florsheim JR 5.00 X X 0 0 0 David J Lubar 5.00 X X 0 0 0 Alice Read 5.00 X X 0 0 0 Gillian Stewart 5.00 X X 0 0 0 Ann Reinke 5.00 X X 0 0 0 Robert Venable 5.00 X X 0 0 0 Carla Bartlett 1.00 X 0 0 0 Polly Beal 1.00 X 0 0 0 Deanna Doerr 1.00 X 0 0 0 R David Fritz 1.00 X 0 0 0 C Frederick Geilfuss II 5.00 X 0 0 0 Stephen Geimer 1.00 X 0 0 0 Lance Johnson 1.00 X 0 0 0 Patricia Juranitch 1.00 X 0 0 0 Sangeeta Khanna 1.00 X 0 0 0 Ramona Rogers-Windsor 1.00 X 0 0 0 Michael Roos 1.00 X 0 0 0 Michael Roth 1.00 X 0 0 0 Marina Rosenberg 1.00 X 0 0 0 William Schuett JR 1.00 X 0 0 0 Mark Schug 1.00 X 0 0 0 Richard Seesel 1.00 X 0 0 0 Cheryl Seter 1.00 X 0 0 0 Thomas Tanner JR 1.00 X 0 0 0 Adam Wiensch 1.00 X 0 0 0 Ellen Venable 1.00 X 0 0 0 Alexander E Miller 1.00 X 0 0 0 Roseann Lyons 40.00 X 114800 0 16770 Gregg Bach 40.00 X 114544 0 55010 Alex Chou 40.00 X 112750 0 51629 Rick Johns 40.00 X 101809 0 53548 Ward Ghory 40.00 X 298788 0 100020 742691 0 276977 5 0 1 0 Uihlein Wilson Architects 322 East Michigan Street Milwaukee WI 53202 Architectural 151158 1 34222 4468371 4502593 Tuition & Fees 611600 18515854 18515854 Auxillary Educational 611600 597108 597108 Auxillary Enterprises 611600 577605 577605 Student Activities 611600 30145 30145 Other 611600 1068 1068 19721780 94878 94878 236252 34222 92655 143597 143597 519253 485878 33375 33375 Annuity Liability Inco 611600 23450 23450 23450 24519673 19721780 0 295300 1831021 1831021 12491195 9851430 2199760 440005 4657303 3512933 987441 156929 146830 111899 34931 31462 31462 153618 31189 92234 30195 868991 657217 81727 130047 120771 120771 440130 425235 14895 119 119 23596 235 23361 1806968 1471123 335845 125638 125638 Student Transportation 417402 417402 Food 326348 326348 Professional Services 207682 118198 50929 38555 Outside Services 122060 102124 19936 Entertainment/Special E 76630 25183 14836 36611 1147454 615215 211037 321202 24995218 19622390 4219165 1153663 581081 331164 5788915 292151 7826493 5601739 244425 277412 47239 31364 179653 221997 56028798 21164424 26514549 34864374 102054 138490 127630 98173 41412039 41856864 2522667 3321188 525765 520386 2126906 1995245 5175338 5836819 X 25623184 33677904 10613517 2342141 36236701 36020045 41412039 41856864 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38809222 858957 4153852 2751928 5280 41064823 53116783 126730 -11630100 2797991 6200 38809222 0.22000 0 1 1 2724593 2724593 28946641 14665191 14281450 4513755 419084 4094671 6638149 3692143 2946006 13205660 2388006 10817654 34864374 Deposits 1025391 Deferred Compensation 552741 Agency Funds 103702 Due to Related Party 313411 1995245 24519673 24995218 -475545 258889 258889 -216656 23433419 258889 -1831021 -1572132 25005551 -485878 -485878 24519673 23650075 485878 485878 23164197 1831021 1831021 24995218 Part V, Line 4: Description of Intended Use of Endowment Funds: Endowment funds are invested for the long-term, creating a permanent source of funding for ongoing priorities, such as financial aid, faculty and staff support, and facilities maintenance. Only a portion of the income earned annually is used to support these priorities. The balance of the earning is channeled back into the Fund, so that the endowment continues to grow overtime. Part XII, Line 2d - Other Adjustments: Financial Aid: -1831021. Part XII, Line 4b - Other Adjustments: Auxiliary Expenses: -485878. Part XIII, Line 2d - Other Adjustments: Auxiliary Expenses: 485878. Part XIII, Line 4b - Other Adjustments: Financial Aid: 1831021. 1 1 1 Statement of racially non discriminatory policy is published in the Milwaukee Journal Sentinel. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Xmas and Holiday Show 270474 34222 236252 92655 270474 34222 236252 92655 92655 143597 1 Financial Aid 246 1831020 X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Gregg Bach 114544 0 0 0 0 0 7143 0 47867 0 169554 0 0 0 Alex Chou 112750 0 0 0 0 0 7035 0 44594 0 164379 0 0 0 Rick Johns 101809 0 0 0 0 0 6379 0 47169 0 155357 0 0 0 Ward Ghory 298788 0 0 0 0 0 14700 0 85320 0 398808 0 0 0 X 31 302657 selling price 0 1 1 Form 990, Part VI, Section B, line 11 The 990 is reviewed by the Board and the Finance Committee prior to filing. Form 990, Part VI, Section B, line 12c It is the responsibility of the person involved or any other person with knowledge to notify in writing, the Boards Committee on Trustees of the circumstances resulting in the potential conflict so that such committee can provide guidance and take action as it deems appropriate. Form 990, Part VI, Section B, line 15a Compensation for the Head of School is compared against a benchmark made up of 53 indepenent schools. The compensation committee reviews the benchmark to determine that the compensation level is appropriate. Form 990, Part VI, Section C, line 19 Governing documents are available upon request. University School of Milwaukee Endowment Trust 2100 W Fairy Chasm Road Milwaukee WI 53217 396043238 Support The University School of Milwaukee WI 501(c)(3) Line 11a, I The University School of Milwaukee 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 University School of Milwaukee Endowment Trust C 2751929