2026-05-13T15:49:39-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-07-01 396076442 THE UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION UNIV 4143526000 2100 W FAIRY CHASM ROAD MILWAUKEE WI 53217 TODD SCHOON TREASURER 4143526000 2026-05-13 1 1 QUINN DUGAN P02267768 6082741980 2026-05-12 2024 2025-03-06 01:10:19Z TODD SCHOON 2100 W FAIRY CHASM ROAD MILWAUKEE WI 53217 53727075 0 X WWW.USM.ORG X 1851 WI UNIVERSITY SCHOOL OF MILWAUKEE CULTIVATES EXCELLENCE IN LEARNING, LEADERSHIP, AND CITIZENSHIP FOR PREKINDERGARTEN THROUGH 12TH GRADE STUDENTS. STUDENTS ARE ENGAGED, KNOWN, AND VALUED WITHIN OUR PASSIONATE INDEPENDENT SCHOOL COMMUNITY GUIDED BY OUR COMMON TRUST. THE BASIC PHILOSOPHY OF COMMUNITY BEHAVIOR AT UNIVERSITY SCHOOL OF MILWAUKEE IS THE COMMON TRUST, WHICH IS EXPRESSED IN THE FOLLOWING PLEDGE: "WE, THE MEMBERS OF THE UNIVERSITY SCHOOL OF MILWAUKEE COMMUNITY, COMMIT TO AND PRACTICE THE COMMON TRUST. WE AGREE TO RELATE TO ONE ANOTHER AND THE SCHOOL WITH RESPECT, TRUST, HONESTY, FAIRNESS, AND KINDNESS." 26 26 458 200 0 0 7581076 16574470 33148806 35847604 527651 645316 219684 329631 41477217 53397021 6578696 7451104 0 0 23730334 24168987 329786 123471 953618 11151001 12509230 41789817 44252792 -312600 9144229 54354356 64901884 6115053 7487327 48239303 57414557 X UNIVERSITY SCHOOL OF MILWAUKEE CULTIVATES EXCELLENCE IN LEARNING, LEADERSHIP, AND CITIZENSHIP FOR PREKINDERGARTEN THROUGH 12TH GRADE STUDENTS. STUDENTS ARE ENGAGED, KNOWN, AND VALUED WITHIN OUR PASSIONATE INDEPENDENT SCHOOL COMMUNITY GUIDED BY OUR COMMON TRUST. THE BASIC PHILOSOPHY OF COMMUNITY BEHAVIOR AT UNIVERSITY SCHOOL OF MILWAUKEE IS THE COMMON TRUST, WHICH IS EXPRESSED IN THE FOLLOWING PLEDGE: "WE, THE MEMBERS OF THE UNIVERSITY SCHOOL OF MILWAUKEE COMMUNITY, COMMIT TO AND PRACTICE THE COMMON TRUST. WE AGREE TO RELATE TO ONE ANOTHER AND THE SCHOOL WITH RESPECT, TRUST, HONESTY, FAIRNESS, AND KINDNESS." 0 0 37698662 7451104 36002764 THE UNIVERSITY SCHOOL OF MILWAUKEE CORP IS A NONPROFIT INDEPENDENT SCHOOL PROVIDING PREKINDERGARTEN THROUGH 12TH GRADE EDUCATION. THE ENDOWMENT, ALONG WITH TUITION AND AUXILIARY PROGRAM REVENUES AND OTHER GIFTS TO THE SCHOOL, ALLOW USM TO POSITION ITSELF WELL FOR FUTURE PROGRAM ENHANCEMENTS AND GROWTH. 37698662 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 1 0 0 1 0 0 0 1 1 1 1 0 0 1 48 0 458 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X EDWARD FEEST 4143526000 2100 W FAIRY CHASM ROAD MILWAUKEE WI 53217 KARIN WERNER PRESIDENT 1.00 1.00 X X 0 0 0 LESLIE TECTOR VICE PRESIDENT 1.00 X X 0 0 0 TODD SCHOON TREASURER 1.00 X X 0 0 0 BRIGID MILLER SECRETARY 1.00 X X 0 0 0 BARRY BAUM MEMBER 1.00 X 0 0 0 MARY BECHMANN MEMBER 1.00 X 0 0 0 CHARLES BRENNAN MEMBER 1.00 X 0 0 0 LAYFETTE CRUMP MEMBER 1.00 X 0 0 0 KEVIN DAHLMAN MEMBER 1.00 X 0 0 0 JACKIE DARR MEMBER 1.00 X 0 0 0 JULIE GILPIN MEMBER 1.00 X 0 0 0 CHARLIE HAAS MEMBER 1.00 X 0 0 0 ANGELA JOHNSON MEMBER 1.00 X 0 0 0 JENNIFER KEOUGH MEMBER 1.00 X 0 0 0 JERRY KING MEMBER 1.00 X 0 0 0 SUMEETA KRISHNANEY MEMBER 1.00 X 0 0 0 SRI LAZZARO MEMBER 1.00 X 0 0 0 MIKE LINDEMANN MEMBER 1.00 X 0 0 0 COLLESTON MORGAN MEMBER (EX-OFFICIO) 1.00 X 0 0 0 KARA NELSON MEMBER 1.00 X 0 0 0 JEFFREY NORMAN MEMBER 1.00 X 0 0 0 MELISSA PEREZ MEMBER 1.00 X 0 0 0 MICHEL POKEL MEMBER 1.00 X 0 0 0 JAN PIROZZOLO-MELLOWES MEMBER 1.00 X 0 0 0 BETSY ROSENBLUM MEMBER 1.00 X 0 0 0 LISA SADOFF MEMBER 1.00 X 0 0 0 STEVEN HANCOCK HEAD OF SCHOOL 40.00 1.00 X 424082 0 80391 WESTON OUTLAW CHIEF FINANCIAL OFFICER 40.00 1.00 X 195111 0 69517 AMY HAND ASSISTANT HEAD OF SCHOOL 40.00 X 162676 0 30570 GINA HAUGHTON HEAD OF UPPER SCHOOL 40.00 X 176252 0 15353 STUART CUSHMAN CHIEF OPERATING OFFICER 40.00 X 154767 0 10762 ELAINE GRIFFIN HEAD OF MIDDLE SCHOOL 40.00 X 138077 0 24966 MICHAEL TAUSCHER HEAD OF LOWER SCHOOL 40.00 X 140414 0 20453 1391379 0 252012 24 0 1 0 COMPASS GROUP USA PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 2129561 BUTTERS FETTING CO INC 1669 SOUTH 1ST STREET MILWAUKEE WI 53204 CONSTRUCTION SERVICES 999995 RAMLOW STEIN ARCHITECTS INC 322 E MICHIGAN ST MILWAUKEE WI 53202 ARCHITECTS 556614 COMMUNITY COUNSELING SERVICES CO LLC PO BOX 824885 PHILADELPHIA PA 19182 FUNDRAISING SERVICES 402138 TEACHER'S ON CALL 3001 METRO DRIVE SUITE 200 BLOOMINGTON MN 55425 SUBSTITUTE TEACHING 251106 9 29376 4145000 12400094 58583 16574470 TUITION & FEES 611600 33296682 33296682 AUXILIARY EDUCATIONAL PROGRAMS 611710 1319213 1319213 AUXILIARY ENTERPRISES 611710 1048572 1048572 STUDENT ACTIVITIES 611710 183137 183137 35847604 639061 639061 105048 98793 6255 6255 6255 186072 29376 75656 110416 110416 219660 155605 64055 64055 TECHNOLOGY FEE 900099 155160 155160 155160 53397021 36002764 0 819787 7451104 7451104 786507 786507 18018360 15621044 1973709 423607 1111253 864469 180293 66491 2958267 2304450 476570 177247 1294600 972706 247078 74816 279343 279343 123471 123471 3646839 3176956 469883 165783 23504 142279 1133872 985892 120758 27222 326017 10058 315959 911395 911395 19302 12086 7216 128970 76458 52512 76841 18783 58058 3417251 3389173 28078 411831 411831 STUDENT ACTIVITIES 583984 583984 ENTERTAINMENT/SPECIAL E 254615 170282 41343 42990 BAD DEBT EXPENSE 192452 192452 REPAIRS & MAINTENANCE 178012 134325 43687 782723 580162 184787 17774 44252792 37698662 5600512 953618 2584990 1707894 5797942 8774686 1402511 7242780 584095 1484746 72975 69390 756716 403294 100716033 56016608 42590111 44699425 184170 198251 380846 321418 54354356 64901884 2980720 2807657 2352270 2773865 100000 83112 0 0 682063 1822693 6115053 7487327 X 47987677 57154711 251626 259846 48239303 57414557 54354356 64901884 9144229 31025 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101917984 702001 12436223 4637194 0 110419014 92777760 661159 13154287 4668277 6945 101917984 87991442 899453 8800164 4904699 8600 92777760 98763807 1763702 -8238752 4290115 7200 87991442 80091021 557401 22670092 4544007 10700 98763807 0.34272 0.47522 0.18206 0 1 1 11254421 11254421 69890397 43613696 26276701 14433653 12402912 2030741 5137562 5137562 44699425 AGENCY FUNDS 150940 UNSECURED NOTES PAYABLE TO RELATED ORGANIZATION 315000 DUE TO RELATED PARTY 39172 CONTRACT LIABILITIES 1198000 CAPITAL LEASE OBLIGATION 119581 1822693 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED FOR THE LONG-TERM, CREATING A PERMANENT SOURCE OF FUNDING FOR ONGOING PRIORITIES, SUCH AS INSTRUCTION, SCHOLARSHIP, AND OTHER PURPOSES. 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 STATEMENT OF RACIALLY NON DISCRIMINATORY POLICY IS PUBLISHED ON THE ORGANIZATION'S WEBSITE. X X X X 1 COMMUNITY COUNSELLING SERVICES CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CAMPAIGN PLANNING & FEASIBILITY STUDIES 0 0 123471 0 123471 WI HOLIDAY SHOPS 215448 29376 186072 41350 14750 19556 215448 29376 186072 41350 14750 19556 75656 110416 1 FINANCIAL AID 149 3883624 TUITION REMISSION 126 2599658 MERIT SCHOLARSHIPS 78 967822 PART I, LINE 2: ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS ARE MONITORED BY THE ADVANCEMENT DEPARTMENT TO ENSURE THAT THE FUNDS ARE USED IN THE MANNER SET BY DONOR OR ENDOWED FUND FOR WHICH THE GRANT WAS GIVEN. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 STEVEN HANCOCK HEAD OF SCHOOL 422835 0 0 0 1247 0 23625 0 56766 0 504473 0 0 0 WESTON OUTLAW CHIEF FINANCIAL OFFICER 193366 0 1560 0 185 0 14407 0 55110 0 264628 0 0 0 AMY HAND ASSISTANT HEAD OF SCHOOL 161740 0 780 0 156 0 12616 0 17954 0 193246 0 0 0 GINA HAUGHTON HEAD OF UPPER SCHOOL 145291 0 30780 0 181 0 10547 0 4806 0 191605 0 0 0 STUART CUSHMAN CHIEF OPERATING OFFICER 153167 0 780 0 820 0 10762 0 0 0 165529 0 0 0 ELAINE GRIFFIN HEAD OF MIDDLE SCHOOL 137028 0 780 0 269 0 10636 0 14330 0 163043 0 0 0 MICHAEL TAUSCHER HEAD OF LOWER SCHOOL 139455 0 780 0 179 0 10499 0 9954 0 160867 0 0 0 PART I, LINE 1A STEVEN HANCOCK, THE HEAD OF THE SCHOOL, AND WESTON OUTLAW, CHIEF FINANCIAL OFFICER, ARE REQUIRED TO LIVE AND TO CONDUCT SOME BUSINESS IN HOUSES THAT ARE PROVIDED BY THE UNIVERSITY SCHOOL OF MILWAUKEE PER THEIR CONTRACTS. HOUSEKEEPING AND YARD MAINTENANCE ARE ALSO PROVIDED. THIS IS NOT INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 1B THE UNIVERSITY SCHOOL OF MILWAUKEE CORPORATION DOESN'T HAVE A WRITTEN POLICY FOR HOUSING. HOUSING IS OFFERED TO THE HEAD OF SCHOOL. THE SECOND (AND ONLY OTHER) RESIDENCE WAS RESERVED FOR THE CHIEF FINANCIAL OFFICER. IN LIEU OF THIS, IT IS AT THE DISCRETION OF THE HEAD OF SCHOOL. MIKE LINDEMANN TRUSTEE WINTER CLUB - TO COVER EXPENSES AT THE NEW OUTDOOR RINK X 100000 83112 0 0 1 83112 MIKE LINDEMANN TRUSTEE 111100 WINTER CLUB - SALE OF ASSETS / LOAN FORGIVENESS 0 X 13 58583 SELLING PRICE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). PART I, LINE 32B: A BROKERAGE COMPANY IS USED TO SELL STOCK CONTRIBUTIONS MADE TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND IS MADE AVAILABLE FOR REVIEW TO THE BOARD OF TRUSTEES THROUGH A SECURE PORTAL. 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 BOARD'S 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 8 SIMILAR INDEPENDENT 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. THE AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. MILWAUKEE WINTER CLUB LLC 2100 W FAIRY CHASM ROAD MILWAUKEE WI 53217 852001021 FOSTER GROWTH OF YOUTH ICE HOCKEY WI 566814 358083 THE UNIVERSITY SCHOOL OF MILWAUKEE CORP UNIVERSITY SCHOOL OF MILWAUKEE ENDOWMENT FUND INC 2100 W FAIRY CHASM ROAD MILWAUKEE WI 53217 455276699 SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE WI 501(C)(3) LINE 12A, I THE UNIVERSITY SCHOOL OF MILWAUKEE CORP 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 UNIVERSITY SCHOOL OF MILWAUKEE ENDOWMENT FUND INC C 4145000 COST