WAUSAU SCHOOL FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WAUSAU SCHOOL FOUNDATION INC (EIN 20-0287482)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-28
- IRS object ID
- 202520289349200202
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-28T07:13:00-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391658423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBERROSE SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 RIVERWOOD LANE | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 543138910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200287482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAUSAU SCHOOL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAUS | BusinessNameControlTxt |
| Phone | 7152610510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 SEYMOUR STREET | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J LEMANSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7152610510 | PhoneNum |
| Signature | 2025-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY LINSMEYER CPA | PreparerPersonNm |
| PTIN | P01264948 | PTIN |
| Phone | 9204347310 | PhoneNum |
| Preparation | 2025-01-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | HTTPS://THEFOUNDATIONWSD.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $74,856 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $47,928 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $11,454 | InvestmentIncomeAmt |
| Fundraising Gross Income | $15,474 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,940 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$5,466 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $53,916 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $251,096 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $35,567 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $12,305 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $13,257 | OtherExpensesTotalAmt |
| Total Expenses | $312,225 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$258,309 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $599,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $341,107 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,412 | BOYAmt |
| EOY | $341,107 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,412 | BOYAmt |
| EOY | $341,107 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,996 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,416 | BOYAmt |
| EOY | $341,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO SUPPORT INNOVATION AND EXCELLENCE IN EDUCATION AND STUDENT SUCCESS THROUGH PARTNERSHIPS WITH THE WAUSAU SCHOOL DISTRICT AND THE COMMUNITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| WAUSAU SCHOOL FOREST FUND HELPS FUND THE DEVELOPMENT OF AN EDUCATION CENTER AT THE WAUSAU SCHOOL FOREST. | $225,156 | $225,156 |
| GRADUATION PARTIES FUND TO PROVIDE A GRADUATION PARTY FOR STUDENTS AT WAUSAU EAST AND WAUSAU WEST. | ||
| REACH FOR THE STARS PROGRAM WHICH AWARDS GRANTS, INNOVATIVE LEARNING GRANTS, AND RECOGNITION TO EDUCATORS FOR GOING BEYOND THEIR JOB WITH CAUGHT IN THE ACT AWARDS. | $13,253 | $13,253 |
| THE JOHN A WALDRON FUND AND OTHER SPECIAL FUNDS AND SCHOLARSHIPS. THE JOHN A WALDRON FUND, ADMINISTERED BY THE FOUNDATION, PROVIDES EMERGENCY GRANTS FOR STUDENTS IN THE FORM OF HEALTH, TRANSPORTATION, SCHOOL SUPPLIES, AND SHORT TERM LODGING FOR HOMELESS STUDENTS. | $12,687 | $26,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $265,333 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DEBI TRAEDER | ||
| EXECUTIVE DI | 40.00 | $31,500 |
| KEITH HILTS | ||
| MEMBER | 1.00 | $0 |
| KAREN VANDENBERG | ||
| MEMBER | 1.00 | $0 |
| EVAN MAYER | ||
| MEMBER | 1.00 | $0 |
| CARL HERT | ||
| MEMBER | 1.00 | $0 |
| JON CREICHER | ||
| MEMBER | 1.00 | $0 |
| DENISE SNOEYENBOS | ||
| CO-SECRETARY | 1.00 | $0 |
| MELISSA MATTESON | ||
| CO-SECRETARY | 1.00 | $0 |
| MICHAEL J LEMANSKI | ||
| TREASURER | 1.00 | $0 |
| CHRISTY KEELE | ||
| VICE-PRESIDE | 1.00 | $0 |
| AMY REIF | ||
| PRESIDENT | 1.00 | $0 |
| SARAH BROCK | ||
| MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBI TRAEDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 SEYMOUR STREET | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7152610510 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $446,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,928 | CurrentTaxYearAmt |
| Total | $887,827 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,454 | CurrentTaxYearAmt |
| Total | $12,874 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,382 | CurrentTaxYearAmt |
| Total | $900,701 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,261 | CurrentTaxYearMinus3YearsAmt |
| Total | $87,261 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,261 | CurrentTaxYearMinus3YearsAmt |
| Total | $87,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $813,440 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$2,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$9,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,454 | CurrentTaxYearAmt |
| Total | $39,869 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$2,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$9,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,454 | CurrentTaxYearAmt |
| Total | $39,869 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,836 | CurrentTaxYearAmt |
| Total | $940,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86950 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING EVE | Event1Nm |
| Gross Receipts Event1 | $12,594 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,294 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $12,799 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $12,594 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,300 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,294 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,799 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,799 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,505 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: WAUSAU SCHOOL DISTRICT ADDRESS: 415 SEYMOUR STREET WAUSAU, WI 54403 CASH CONTRIBUTION: 225,156 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 3,073 OFFICE EXPENSES 494 OFFICE EXPENSES 1,159 INFORMATION TECH 3,527 CONFERENCES & MTGS 2,531 INSURANCE-MNGMNT 1,888 MISCELLANEOUS EXPENSE 10 DUE AND SUBSCRIPTIONS 575 TOTAL 13,257 |
| FORM 990-EZ, PART II, LINE 26 | GRANTS PAYABLE 66,996 0 |
| FORM 990-EZ, PART III | TO SUPPORT INNOVATION AND EXCELLENCE IN EDUCATION AND STUDENT SUCCESS THROUGH PARTNERSHIPS WITH THE WAUSAU SCHOOL DISTRICT AND THE COMMUNITY. |
| FORM 990-EZ, PART III, LINE 31 | THE JOHN A WALDRON FUND AND OTHER SPECIAL FUNDS AND SCHOLARSHIPS. THE JOHN A WALDRON FUND, ADMINISTERED BY THE FOUNDATION, PROVIDES EMERGENCY GRANTS FOR STUDENTS IN THE FORM OF HEALTH, TRANSPORTATION, SCHOOL SUPPLIES, AND SHORT TERM LODGING FOR HOMELESS STUDENTS. |