2025-02-20T14:00:18-06:00 2024-06-30 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-07-01 203202578 WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM INC WAIC 6082567761 122 W WASHINGTON AVENUE 700 MADISON WI 53703 ERIC FULCOMER PRESIDENT 6082567761 2025-02-06 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-01-29 2023 2025-03-06 01:10:19Z ERIC FULCOMER 122 W WASHINGTON AVENUE 700 MADISON WI 53703 1520585 0 X NA X 2004 WI TO PURCHASE, IMPLEMENT, AND OPERATE INFORMATION TECHNOLOGY SYSTEMS FOR ITS MEMBERS 10 10 0 10 0 0 0 0 1753440 1505408 7534 11152 0 4025 1760974 1520585 0 0 0 0 0 0 0 0 0 1465036 848447 1465036 848447 295938 672138 1778978 1129703 78446 27129 1700532 1102574 X THE PURPOSES OF WAICU ETC ARE TO PURCHASE, IMPLEMENT, AND OPERATE INFORMATION TECHNOLOGY SYSTEMS, INCLUDING COMPUTER HARDWARE AND SOFTWARE, FOR ITS MEMBERS AND TO MANAGE THE ONGOING OPERATION AND MAINTENANCE OF SUCH SYSTEMS AS ITS MEMBERS MAY REQUIRE OR DIRECT IN FURTHERANCE OF THEIR EDUCATIONAL MISSIONS AND GOALS. 0 0 714985 1505408 PROVIDED JOINT LICENSING, IMPLEMENTATION, OPERATION, AND MAINTENANCE OF ADMINISTRATIVE AND ACADEMIC SOFTWARE FOR MEMBER COLLEGES AND UNIVERSITIES. 714985 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ERIC FULCOMER 6082567761 122 W WASHINGTON AVENUE 700 MADISON WI 53703 DAVID SMITH DIRECTOR 1.00 X 0 0 0 GARY RODMAN DIRECTOR 1.00 X 0 0 0 MARK FETHERSTON DIRECTOR 1.00 X 0 0 0 PATRICK GUMIENY DIRECTOR 1.00 X 0 0 0 RICHARD THOMAS DIRECTOR 1.00 X 0 0 0 RYAN OERTEL DIRECTOR 1.00 X 0 0 0 SUSAN INGLES DIRECTOR 1.00 X 0 0 0 TED WILDER DIRECTOR 1.00 X 0 0 0 TREVOR TOVER DIRECTOR 1.00 X 0 0 0 CHARLES GRUBISIC DIRECTOR 1.00 X 0 0 0 JENNIFER DEHART SR. VP FOR COLLABORATIVE SERVICE 8.00 12.00 X 0 164640 13398 ERIC FULCOMER PRESIDENT 1.00 2.00 X 0 338767 35434 0 503407 48832 0 0 1 0 JENZABAR PO BOX 845939 BOSTON MA 84593 IMPLEMENTATION SERVICES 532550 WAICU 122 W WASHINGTON AVE SUITE 700 MADISON WI 53703 ADMINISTRATION 166688 CERESCO CONSULTING 831 WATSON ST RIPON WI 54971 TECHNOLOGY CONSULTANT 145672 3 MEMBERSHIP FEES 900099 1505408 1505408 1505408 11152 11152 MISCELLANEOUS 900099 4025 4025 4025 1520585 1505408 0 15177 288156 160691 127465 76507 70510 5997 118046 118046 355 355 2875 2875 LICENSE & SUBSCRIPTIONS 362508 362508 848447 714985 133462 0 506007 1129703 312170 0 957926 0 2752448 2752448 2875 0 1778978 1129703 78446 27129 78446 27129 X 1700532 1102574 1700532 1102574 1778978 1129703 X 672138 -1270096 X X 1 X 0 1 0 X X X 11 WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES INC 391039417 10 1 0 0 LAKELAND UNIVERSITY 390821861 2 1 0 0 RIPON COLLEGE 390826049 2 1 0 0 WISCONSIN LUTHERAN COLLEGE 237179639 2 1 0 0 MILWAUKEE SCHOOL OF ENGINEERING 390477970 2 0 0 0 CARDINAL STRITCH UNIVERSITY 390806196 2 0 0 0 NORTHLAND COLLEGE 390806428 2 0 0 0 BELOIT COLLEGE 390808497 2 0 0 0 MILWAUKEE INSTITUTE OF ART & DESIGN 391201561 2 0 0 0 MOUNT MARY UNIVERSITY 390806154 2 0 0 0 EDGEWOOD COLLEGE 390806202 2 0 0 0 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE GOVERNING DOCUMENTS DO NOT LIST THE SUPPORTED ORGANIZATIONS BY NAME. INSTEAD, THEY CONTAIN A BROAD STATEMENT DECLARING THAT MEMBERSHIP IN WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (WAICU) EDUCATIONAL TECHNOLOGY CONSORTIUM, INC. IS LIMITED TO MEMBERS OF WAICU. ORGANIZATIONS WHO APPLY AND ARE APPROVED FOR MEMBERSHIP BY THE BOARD OF DIRECTORS SHALL BECOME MEMBERS. PART I, LINE 12G, COLUMN (IV): THE GOVERNING DOCUMENTS DO NOT LIST THE SUPPORTED ORGANIZATIONS BY NAME. INSTEAD, THEY CONTAIN A BROAD STATEMENT DECLARING THAT MEMBERSHIP IN WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (WAICU) EDUCATIONAL TECHNOLOGY CONSORTIUM, INC. IS LIMITED TO MEMBERS OF WAICU. ORGANIZATIONS WHO APPLY AND ARE APPROVED FOR MEMBERSHIP BY THE BOARD OF DIRECTORS SHALL BECOME MEMBERS. 2752448 2752448 0 0 X 1520585 0 1520585 0 1520585 848447 0 848447 0 848447 PART X, LINE 2: WAICU ETC QUALIFIES AS EXEMPT FROM FEDERAL OR STATE INCOME TAXES PURSUANT TO THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION. WAICU ETC EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2024. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WAICU ETC. FILE VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. WAICU ETC ARE NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2020. 0 0 0 0 0 0 0 0 0 ERIC FULCOMER PRESIDENT 0 338767 0 0 0 0 0 16999 0 18435 0 374201 0 0 JENNIFER DEHART SR. VP FOR COLLABORATIVE SERVICE 0 164640 0 0 0 0 0 8218 0 5180 0 178038 0 0 PART I, LINE 3 THE DIRECTORS AND OFFICERS ARE NOT COMPENSATED BY THE WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM, INC. THE EXECUTIVE DIRECTOR AND OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION, THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES INC. (WAICU). WAICU HAS PROCESSES FOR DETERMINING THE COMPENSATION OF THESE PERSONS THAT INCLUDE REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REFENCE TO COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS POSTED TO A WEB PORTAL AT LEAST ONE WEEK PRIOR TO AN AUDIT COMMITTEE MEETING. AN EMAIL IS SENT TO THE BOARD OF DIRECTORS NOTIFYING THEM OF THE FORM'S AVAILABILITY FOR REVIEW AND COMMENT. DURING THE AUDIT COMMITTEE MEETING, A REPRESENTATIVE OF THE AUDITING FIRM IS AVAILABLE TO DISCUSS THE FORM AND ANSWER ANY QUESTIONS POSED BY THE COMMITTEE. ONCE THE AUDIT COMMITTEE AGREES WITH THE FORM, THEY HAVE THE AUTHORITY TO ACCEPT THE FORM AND HAVE THE AUDITORS PROCEED WITH FILING WITH THE IRS. THE AUDIT COMMITTEE REPORTS ITS ACTION AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE A FORM TO DISCLOSE ALL CONFLICTS OF INTEREST. THE COMPLETED AND SIGNED FORMS ARE REVIEWED AND RETAINED AT THE WAICU OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTORS AND OFFICERS ARE NOT COMPENSATED BY THE WAICU EDUCATIONAL TECHNOLOGY CONSORTIUM, INC. THE EXECUTIVE DIRECTOR AND OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION, THE WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES, INC. (WAICU). WAICU HAS PROCESSES FOR DETERMINING THE COMPENSATION OF THESE PERSONS THAT INCLUDE REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REFERENCE TO COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: RESTATEMENT -1,270,096. WAICU INC 122 W WASHINGTON AVE SUITE 700 MADISON WI 53703 391039417 ADMINISTRATOR WI 501(C)(3) LINE 10 N/A 0 LAKELAND UNIVERSITY W3711 SOUTH DRIVE PLYMOUTH WI 53073 390821861 SCHOOL WI 501(C)(3) LINE 2 N/A 0 RIPON COLLEGE 300 SEWARD STREET RIPON WI 54971 390826049 SCHOOL WI 501(C)(3) LINE 2 N/A 0 WISCONSIN LUTHERAN COLLEGE 8800 W BLUEMOUND RD MILWAUKEE WI 53226 237179639 SCHOOL WI 501(C)(3) LINE 2 N/A 0 MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 SCHOOL WI 501(C)(3) LINE 2 N/A 0 CARDINAL STRITCH UNIVERSITY 6801 N YATES ROAD MILWAUKEE WI 53217 390806196 SCHOOL WI 501(C)(3) LINE 2 N/A 0 NORTHLAND COLLEGE 1411 ELLIS AVENUE RD ASHLAND WI 54806 390806428 SCHOOL WI 501(C)(3) LINE 2 N/A 0 MILWAUKEE INSTITUTE OF ART & DESIGN 273 E ERIE STREET MILWAUKEE WI 53202 391201561 SCHOOL WI 501(C)(3) LINE 2 N/A 0 BELOIT COLLEGE 700 COLLEGE AVENUE BELOIT WI 53511 390808497 SCHOOL WI 501(C)(3) LINE 2 N/A 0 MOUNT MARY UNIVERSITY 2900 NORTH MENOMONEE RIVER PKWY MILWAUKEE WI 53222 390806154 SCHOOL WI 501(C)(3) LINE 2 N/A 0 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DRIVE MADISON WI 53711 390806202 SCHOOL WI 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGE AND UNIVERSITIES INC P 166688