2019-12-17T16:37:48-06:00 2019-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 777 E WISCONSIN AVENUE 32ND FLOOR MILWAUKEE WI 53202 990 2018-07-01 364140938 CONSERVE SCHOOL CORPORATION CONS 7155471300 5400 NORTH BLACK OAK LAKE ROAD LAND O LAKES WI 54540 STEFAN K ANDERSON HEAD OF SCHOOL 7155471300 2019-12-17 1 TROY MARINE CPA P00187863 4147775500 2019-12-13 38.122.82.115 2019-12-17 13:55:48 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 793A1E00ACF041F16FD41A7A782950CAF62641F6 2018 2020-04-17 16:48:07Z STEFAN K ANDERSON 5400 NORTH BLACK OAK LAKE ROAD LAND O LAKES WI 54540 20306623 0 X WWW.CONSERVESCHOOL.ORG X 1997 WI CONSERVE SCHOOL INSPIRES YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. 9 9 58 9 0 0 4814000 4540297 2974800 3049200 314427 1514851 85803 69794 8189030 9174142 2950000 2805453 0 0 1953705 2087152 0 0 0 4499888 4505635 9403593 9398240 -1214563 -224098 45697249 44782967 420619 580653 45276630 44202314 X CONSERVE SCHOOL INSPIRES YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. 0 0 8494986 2805453 3049200 CONSERVE SCHOOL CORPORATION WAS ESTABLISHED ON JANUARY 6, 1997 TO ADMINISTER THE CONSERVE SCHOOL, A NONSECTARIAN RESIDENTIAL SEMESTER SCHOOL FOR PRIMARILY HIGH SCHOOL JUNIORS WHO FEEL A STRONG ATTACHMENT TO THE NATURAL WORLD AND WHO ARE MOTIVATED TO CONSERVE IT. THE MISSION OF THE CONSERVE SCHOOL IS TO INSPIRE YOUNG PEOPLE TO ENVIRONMENTAL STEWARDSHIP THROUGH ACADEMICS AND ENGAGEMENT WITH THE FORESTS, LAKES, AND WILDLIFE OF LOWENWOOD. THE PROGRAM INTERWEAVES COLLEGE PREPARATORY ACADEMICS WITH THE STUDY OF ENVIRONMENTAL HISTORY, NATURAL LITERATURE AND THE SCIENCE OF CONSERVATION, ENVIRONMENTAL SERVICE WORK, EXPLORATION OF CAREERS RELATED TO CONSERVATION, TRAINING IN TEAMWORK AND LEADERSHIP AND ENGAGEMENT WITH THE OUTDOORS. CONSERVE SCHOOL IS ACCREDITED BY THE NORTH CENTRAL ASSOCIATION COMMISSION ON ACCREDITATION AND SCHOOL IMPROVEMENT, AN ACCREDITATION DIVISION OF ADVANCED. 8494986 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRENDA PIETILA CONTROLLER 7155471337 CONSERVE SCHOOL 5400 N BLACK OAK LAND O LAKES WI 54540 JOHN BUXTON MANAGING TRUSTEE, CO-CHAIR 1.00 X X 0 0 0 JIM DICKE II TRUSTEE, CO-CHAIR 1.00 X X 0 0 0 THOMAS BAKER TRUSTEE 1.00 X X 0 0 0 THOMAS O'NEILL TRUSTEE 1.00 X X 0 0 0 WILLIAM A OSBORN TRUSTEE 1.00 X X 0 0 0 TODD PARCHMAN TRUSTEE 1.00 X X 0 0 0 BARRRY RICHTER TRUSTEE 1.00 X X 0 0 0 JAMES G SCHACHT TRUSTEE 1.00 X X 0 0 0 THOMAS C SULLIVAN JR TRUSTEE 1.00 X X 0 0 0 STEFAN K ANDERSON HEAD OF SCHOOL 40.00 X 215509 0 35560 215509 0 35560 1 0 1 0 SODEXO INC PO BOX 360170 PITTSBURGH PA 152516170 CAMPUS & DINING SERVICES 1205884 1 4540297 4540297 TUITION AND FEES 611600 3049200 3049200 3049200 231938 231938 12405031 10363 11132481 0 1272550 10363 1282913 1282913 EVENT AND FACILITY 812900 69794 69794 69794 9174142 3049200 0 1584645 2805453 2805453 251069 251069 1350185 1088455 261730 77356 52638 24718 299523 209979 89544 109019 77946 31073 8100 7290 810 26610 23949 2661 50702 50702 44172 39755 4417 119479 107531 11948 179791 161812 17979 23302 20972 2330 311632 280469 31163 27499 24749 2750 18564 16708 1856 1862 1676 186 1545750 1391175 154575 516548 464893 51655 FACILITY SERVICE 787415 708673 78742 FOOD SERVICE 426240 383616 42624 EQUIPMENT EXPENSE 198460 178614 19846 MISCELLANEOUS 166378 149746 16632 53131 47818 5313 9398240 8494986 903254 0 11263 8879 129311 182179 30477 19875 175528 52601 67761805 35807137 33342554 31954668 11914944 12474776 93172 89989 45697249 44782967 266677 292777 127620 266656 26322 21220 420619 580653 X 35428830 34354514 9847800 0 9847800 45276630 44202314 45697249 44782967 -224098 -850218 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11993207 680334 44443 12629098 11325078 712128 43999 11993207 10313131 1045376 33429 11325078 10692793 -342298 37364 10313131 10614330 115044 36581 10692793 1.00000 0 0 827928 827928 53851782 23105169 30746613 7038424 6687985 350439 6043671 6013983 29688 31954668 X 5470460 -850218 2691 -847527 6317987 50702 2805453 2856155 9174142 6544776 2691 2691 6542085 50702 2805453 2856155 9398240 PART V, LINE 4: FUNDS ARE UTILIZED TO PROVIDE SCHOLARSHIPS FOR STUDENTS AND TO COVER ADMINISTRATIVE COSTS ASSOCIATED WITH THE SCHOLARSHIP PROGRAM. PART X, LINE 2: THE CORPORATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND AS A SCHOOL WITHIN THE MEANING OF SECTIONS 509(A)(1) AND 170 (B)(1)(A)(II) OF THE CODE. ACCORDINGLY, THE CORPORATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS MADE AS THE CORPORATION HAS HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE CORPORATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2019 AND 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND MERIT AID 2,805,453. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND MERIT AID 2,805,453. 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 PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN LOCAL AND REGIONAL NEWSPAPERS, ON THE SCHOOL'S WEBSITE, IN THE SCHOOL'S VIEW BOOK AND IN BROCHURES THAT ARE MADE AVAILABLE TO THE PUBLIC. 1 PROGRAM SCHOLARSHIP 121 1225000 FINANCIAL AID 114 1580453 PART I, LINE 2: CONSERVE SCHOOL SEMESTER STUDENTS CURRENTLY RECEIVE $10,000 LOWENSTINE HONORS SCHOLARSHIPS AND NEED BASED FINANCIAL AID. THIS IS TRACKED IN THE ADMISSIONS AND BUSINESS OFFICES. CONTROLLER MAINTAINS A RECORD OF STUDENT'S INFORMATION ON HARDCOPY AND IN EXCEL IN THE BUSINESS OFFICE. THIS ALLOWS THE SCHOOL TO KEEP TRACK OF EACH STUDENT'S SCHOLARSHIP AMOUNT. THE ADMISSIONS OFFICE USES POWERSCHOOL, EXCEL AND WORD TO MAINTAIN RECORDS AND PROVIDE HARDCOPY PRINTOUTS OF THE ENROLLMENT CONTRACTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 STEFAN K ANDERSON HEAD OF SCHOOL 165069 0 40000 0 10440 0 10719 0 24841 0 251069 0 0 0 PART I, LINE 1A THE CONSERVE SCHOOL CORPORATION PROVIDES HOUSING TO THOSE EMPLOYEES DEEMED CRITICAL TO THE SAFETY AND SUPERVISON OF THE STUDENTS AND TO PROVIDE QUICK RESPONSE TO EMERGENCY AND SAFETY ISSUES WHICH MAY ARISE ON A TWENTY-FOUR HOUR BASIS. THIS POLICY REFLECTS AND ADHERES TO THE REQUIREMENTS OF SECTION 119 OF THE INTERNAL REVENUE CODE OF 1986. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD DISCUSSED AMENDING THE CORPORATION BYLAWS TO LOWER THE QUORUM AND VOTING REQUIREMENTS FOR MEMBERS AND DIRECTORS TO TAKE ACTION AT A MEETING. BYLAWS REQUIRED 80% OF THE DIRECTORS TO BE PRESENT FOR A QUORUM AND AN AFFIRMATIVE VOTE OF 80% OF THE VOTING DIRECTORS TO TAKE ACTION. THE SAME APPLIED TO ACTION BY THE MEMBERS OF THE CORPORATION. THE BOARD PROPOSED AMENDING THE CORPORATION BYLAWS SO THAT TWO-THIRDS (2/3) OF THE MEMBERS PRESENT WOULD CONSTITUTE A QUORUM AND THAT AN AFFIRMATIVE VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS PRESENT AT A MEETING WOULD BE SUFFICIENT TO TAKE ACTION. THE BOARD PROPOSED THE SAME QUORUM AND VOTING REQUIREMENTS FOR THE DIRECTORS TO TAKE ACTION. A MOTION TO AMEND THE BYLAWS AS SET FORTH ABOVE WAS MADE AND APPROVED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE SCHOOL'S CONTROLLER AND REVIEWED BY THE MANAGING TRUSTEE OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 12C EACH OF THE SCHOOL'S DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND EMPLOYEES HAVE THE CONTINUING, AFFIRMATIVE DUTY TO REPORT ANY PERSONAL OWNERSHIP, INTEREST OR OTHER RELATIONSHIP THAT MIGHT AFFECT HIS OR HER ABILITY TO EXERCISE IMPARTIAL, ETHICAL AND BUSINESS-BASED JUDGMENTS IN FULFILLING RESPONSIBILITIES TO THE SCHOOL. THE BOARD MAY REQUIRE THE SCHOOL'S DIRECTORS, OFFICERS, COMMITTEE MEMBERS OR EMPLOYEES TO COMPLETE ANNUALLY (OR AS OTHERWISE SCHEDULED BY THE BOARD) A DISCLOSURE STATEMENT REGARDING ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL: THE HEAD OF SCHOOL'S SALARY IS REVIEWED ANNUALLY BY THE SCHOOL'S BOARD OF DIRECTORS. THE BOARD USES AS A BENCHMARK COMPARABLE COMPENSATION DATA AVAILABLE FROM NAIS AND GUIDESTAR. THE BOARD TAKES INTO CONSIDERATION THE MUTUALLY AGREED UPON GOALS AND OBJECTIVES ESTABLISHED FOR THE HEAD OF SCHOOL AND DETERMINES THE LEVEL OF COMPENSATION APPROPRIATE FOR THE HEAD OF SCHOOL FOR THE COMING YEAR. THE PROCESS WAS UNDERTAKEN IN JUNE, 2018. THE SALARIES OF THE DIRECTORS ARE REVIEWED ANNUALLY BY THE SCHOOL'S HEAD OF SCHOOL. THE HEAD OF SCHOOL USES AS A BENCHMARK COMPARABLE COMPENSATION DATA AVAILABLE FROM NAIS. THE HEAD OF SCHOOL TAKES INTO CONSIDERATION THE MUTUALLY AGREED UPON GOALS AND OBJECTIVES ESTABLISHED FOR THE DIRECTORS AND DETERMINES THE LEVEL OF COMPENSATION APPROPRIATE FOR THE COMING YEAR. THE PROCESS WAS LAST UNDERTAKEN IN FEBRUARY, 2018. FORM 990, PART VI, SECTION C, LINE 19 THE CONSERVE SCHOOL CORPORATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 12C NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. CONSERVE SCHOOL TRUST 5400 N BLACK OAK LAKE RD LAND O LAKES WI 54540 367151617 PROVIDE FUNDING TO ASSIST IN THE OPERATION OF THE CONSERVE SCHOOL CORP. WI 510(C)(3) 12B, TYPE II N/A 0 JAMES R LOWENSTINE CEMETERY TRUST 5400 N BLACK OAK LAKE RD LAND O LAKES WI 54540 367155509 MAINTAIN BURIAL PLOTS IL N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONSERVE SCHOOL TRUST C 4480000 FMV