2026-03-31T19:48:38-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 390942763 UNIVERSITY LAKE SCHOOL INC UNIV 2623676011 4024 NAGAWICKA RD HARTLAND WI 53029 JOHN GRINER PRESIDENT 2623676011 2026-03-30 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-03-30 2024 2025-03-06 01:10:19Z JOHN GRINER 4024 NAGAWICKA RD HARTLAND WI 53029 19212108 0 X WWW.UNIVERSITYLAKE.ORG X 1956 WI UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR UNIQUE AND RIGOROUS CURRICULUM CHALLENGES LEARNERS BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISTIC, AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE: INTELLECTUAL CURIOSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE. 11 11 111 350 0 0 10781114 7820356 5410197 6263291 299114 1036688 35480 235221 16525905 15355556 1733691 1947905 0 0 4455180 4863448 0 0 421704 2112523 2482686 8301394 9294039 8224511 6061517 20092918 26844254 1966376 2308814 18126542 24535440 X 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, ARTISTIC, AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE: INTELLECTUAL CURIOSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE. 0 0 5299599 0 6203390 INSTRUCTION & STUDENT ACTIVITIES: THIS PAST YEAR, ULS PROVIDED OVER 300 STUDENTS WITH A RIGOROUS YET WELL-ROUNDED EDUCATION THAT BLENDS STRONG ACADEMICS, FINE ARTS, ATHLETICS, LEADERSHIP, LANGUAGE, AND OUTDOOR EXPERIENCES. OUR CURRICULUM FOSTERS CRITICAL THINKING AND LEADERSHIP, WHILE STUDENTS DEVELOP A GLOBAL PERSPECTIVE THROUGH DIVERSE EXPERIENCES. GRADUATES MOVE FORWARD AS WELL-PREPARED, COMPASSIONATE GLOBAL CITIZENS, READY FOR SUCCESS IN COLLEGE AND LIFE. 1947905 1947905 0 FINANCIAL AID AND DISCOUNTS - THE SCHOOL INDEXED TUITION MODEL ALLOWS FOR FAMILIES TO MAKE THE INVESTMENT IN THEIR CHILD'S EDUCATION IN A WAY THAT IS MEANINGFUL AND ATTAINABLE FOR THEIR CIRCUMSTANCES. APPROXIMATELY 116 STUDENTS WERE SERVED BY THIS PROGRAM. THE PROGRAMS ARE NON-DISCRIMINATORY AND IN FACT ALLOW A BROAD RANGE OF STUDENTS WITH DIVERSE BACKGROUNDS AND EXPERIENCES TO ATTEND ULS. 669329 0 59901 CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, OFF-CAMPUS AND ON-CAMPUS LEADERSHIP EXCURSIONS, FIELD TRIPS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS IN SUPPORT OF THE MISSION. 7916833 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X MELISSA BENSON 2623676011 4024 NAGAWICKA RD HARTLAND WI 53029 JOHN GRINER BOARD CHAIR 5.00 X X 0 0 0 HOLLY MYHRE SECRETARY 2.00 X X 0 0 0 ADAM RIX TRUSTEE / EMERITUS 1.00 X 0 0 0 JEFF BIERSACH TRUSTEE 1.00 X 0 0 0 MCKENNA BRYANT TRUSTEE (THRU SEP 2024) 1.00 X 0 0 0 PETE DOLAN TRUSTEE 1.00 X 0 0 0 ARNAUD HOUNDEGLA TRUSTEE 1.00 X 0 0 0 ALEX INMAN TRUSTEE 1.00 X 0 0 0 ROBERT MLYNAREK TRUSTEE 1.00 X 0 0 0 JOHN O'HORO TRUSTEE 1.00 X 0 0 0 SAM RICHARDS TRUSTEE 1.00 X 0 0 0 JOAN SHAFER TRUSTEE (THRU JUNE 2025) 1.00 X 0 0 0 MIKE SOLEY JR TRUSTEE 1.00 X 0 0 0 MARGARET TACKES TRUSTEE (THRU JUNE 2025) 1.00 X 0 0 0 JOHN DEWIS HEAD OF SCHOOL (THRU JUNE 2025) 50.00 X 235510 0 32545 MELISSA BENSON CHIEF FINANCIAL OFFICER 50.00 X 134353 0 13324 STACY SYNOLD SCHOOL DIVISION HEAD 50.00 X 106120 0 270 475983 0 46139 3 0 1 0 PAYNE & DOLAN INC PO BOX 781 WAUKESHA WI 53187 DRIVEWAY WORK 555195 MSI GENERAL CORPORATION PO BOX 7 OCONOMOWOC WI 53066 RENOVATION 285879 PELLA WINDOWS LOCKBOX 88959 MILWAUKEE WI 53288 WINDOWS MATERIAL & INSTALL 155152 SHINING STARS COMMERCIAL CLEANING 1046 RIVERBEND DR APT 102 HARTFORD WI 53027 JANITORIAL SERVICES 122650 4 129032 7691324 944 7820356 TUITION AND FEES 611600 6203390 6203390 BOOSTER CLUB 611710 27151 27151 PARENTS ASSOCIATION REVENUE 611710 6728 6728 ROBOTICS CLUB 611710 5544 5544 SERVICE CLUB 611710 1040 1040 19438 19438 6263291 911453 911453 3922789 3797554 125235 125235 125235 92457 129032 58998 33459 33459 INSURANCE PROCEEDS 524298 173005 173005 MUSICALS AND PLAYS 611710 8753 8753 20004 20004 201762 15355556 6263291 0 1271909 1947905 1947905 413000 43424 369576 3685595 3123692 361821 200082 128554 128554 345969 345969 290330 290330 11542 11542 29900 29900 7713 7713 70408 68631 1777 17549 17549 52647 52647 144796 115836 14480 14480 721349 699709 14427 7213 3852 3852 3438 3438 557037 540326 11141 5570 ACADEMIC ACTIVITIES 486880 486880 PRINTING & MATERIALS 148585 148585 FIELD TRIPS 127595 127595 ATHLETICS 66613 66613 32782 6334 26448 9294039 7916833 955502 421704 107048 278497 761283 896569 993676 70923 10505 42093 16554349 10887919 4509950 5666430 13645678 19847929 64778 41813 20092918 26844254 518640 608899 1353886 1658102 29072 0 64778 41813 1966376 2308814 X 3449199 5355484 14677343 19179956 18126542 24535440 20092918 26844254 6061517 347381 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13657807 3375049 819350 545431 17306775 6141475 7490577 327415 301660 13657807 6573461 35599 125634 593219 6141475 7114820 467041 -523799 484601 6573461 3894156 3394843 98170 260238 12111 7114820 0.12196 0.83583 0.04221 0 0 44903 44903 15238213 10121042 5117171 1250306 763568 486738 20927 3309 17618 5666430 LEASE LIABILITY - OPERATING 41813 41813 13806317 347381 -1947905 -1600524 15406841 7713 -58998 -51285 15355556 7397419 58998 58998 7338421 7713 1947905 1955618 9294039 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT SCHOLARSHIPS AND OPERATIONS FOR OUR MOST CRITICAL PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION GRANTS -1,947,905. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -58,998. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 58,998. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION GRANTS 1,947,905. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ALL OF ITS PUBLICATIONS AS WELL AS AN ANNUAL NOTICE IN THE LOCAL NEWSPAPER. SPRING EVENT AUCTION OR FAIRE 221489 129032 92457 2700 22406 4277 9900 19715 221489 129032 92457 2700 22406 4277 9900 19715 58998 33459 1 NEEDS BASED FINANCIAL AID 106 1292427 MERIT SCHOLARSHIPS 18 208470 INCENTIVE AWARDS 9 30384 TUITION REMISSION 28 416624 PART I, LINE 2: 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 MEET STRATEGIC PRIORITIES. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHN DEWIS HEAD OF SCHOOL (THRU JUNE 2025) 235510 0 0 0 0 0 9716 0 22829 0 268055 0 0 0 PART I, LINE 1A JOHN DEWIS, THE HEAD OF THE SCHOOL, RECEIVED A HOUSING ALLOWANCE THAT WAS INCLUDED IN TAXABLE COMPENSATION. 26010 FINANCIAL AID SEE PART V SCHEDULE L, PART III, (E) PURPOSE OF ASSISTANCE: NEED-BASED TUITION ASSISTANCESTUDENTS OF TRUSTEES AND OFFICERS RECEIVING FINANCIAL AID FOLLOW THE SAME NEED-BASED ASSESSMENT AS OTHER STUDENTS RECEIVING FINANCIAL AID AS DESCRIBED ON SCHEDULE I, PART IV. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES WILL BE PROVIDED A COPY OF THE FORM 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 WILL BE PROVIDED TO THE BOARD OF TRUSTEES TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO DISCLOSE 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 AND THE PERSON IS EXCUSED FROM THE DISCUSSION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PROCESS FOR THE TOP OFFICIAL, THE HEAD OF SCHOOL, THE ASSOCIATE HEAD OF SCHOOL AND THE HEAD OF ADMINISTRATION 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.