2017-10-24T10:37:35-05:00 2017-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-07-01 390806363 WAYLAND ACADEMY WAYL 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 RODNEY MILLER CHIEF FINANCIAL OFFICER 9203562120 2017-10-19 1 JENNY TARKOWSKI CPA P00634290 6082744020 97.91.110.18 2017-10-19 14:32:39 CD P F5220C048E8F4764883E15D3AD23391DA5D6985E A9116FE758ABEA701AC32738507E202495099D8D 2016 2021-01-29 14:40:06Z RODNEY MILLER 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 6379756 0 X WWW.WAYLAND.ORG X 1855 WI WAYLAND ACADEMY PREPARES EACH STUDENT FOR COLLEGE AND BEYOND THROUGH A LIBERAL ARTS CURRICULUM AND CAMPUS PROGRAMS DEVOTED TO THE PURSUIT OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER. 20 20 58 380 0 0 897999 1019705 5025080 5059603 236196 206939 3449 2218 6162724 6288465 0 0 0 0 2825133 2820861 0 0 484208 3663376 3755284 6488509 6576145 -325785 -287680 28519697 30664757 4603971 5062393 23915726 25602364 WAYLAND ACADEMY PREPARES EACH STUDENT FOR COLLEGE AND BEYOND THROUGH A LIBERAL ARTS CURRICULUM AND CAMPUS PROGRAMS DEVOTED TO THE PURSUIT OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER. 0 0 5239361 5075782 WAYLAND ACADEMY IS A COEDUCATIONAL COLLEGE PREPARATORY BOARDING AND DAY SCHOOL FOR STUDENTS IN GRADES 9-12. AT WAYLAND ACADEMY, WE PREPARE EACH STUDENT FOR COLLEGE AND BEYOND THROUGH A LIBERAL ARTS CURRICULUM AND CAMPUS PROGRAMS DEVOTED TO THE PURSUIT OF KNOWLEDGE AND THE DEVELOPMENT OF CHARACTER. FOR THE 2016-2017 ACADEMIC YEAR, 186 STUDENTS REPRESENTING 32 COUNTRIES AND 11 STATES WERE ENROLLED AT WAYLAND ACADEMY. 5239361 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 58 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X RODNEY MILLER 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 WILLIAM LUEDKE IV CHAIR 8.00 X X 0 0 0 ROSINA SAMADANI PHD VICE CHAIR 6.00 X X 0 0 0 ELIZABETH PARKER VICE CHAIR 6.00 X X 0 0 0 MICHAEL VANHAREN SECRETARY 6.00 X X 0 0 0 JAMES DOWNING TREASURER 6.00 X X 0 0 0 RICHARD KIMBERLY TRUSTEE 4.00 X 0 0 0 PETE SENSENBRENNER TRUSTEE 4.00 X 0 0 0 TERRENCE WILSON TRUSTEE 4.00 X 0 0 0 JOE GREEN TRUSTEE 4.00 X 0 0 0 JAMES JANIK TRUSTEE 4.00 X 0 0 0 DAVID LARSON TRUSTEE 4.00 X 0 0 0 JOHN MCCONNELL TRUSTEE 4.00 X 0 0 0 JORDAN ESTEN TRUSTEE 4.00 X 0 0 0 PETE PATTERSON TRUSTEE 4.00 X 0 0 0 BURNETT SULLIVAN TRUSTEE 4.00 X 0 0 0 SHELLEY GREENWOOD TRUSTEE 4.00 X 0 0 0 PATRICIA MARTIN TRUSTEE 4.00 X 0 0 0 JOHN MCKINSTRY TRUSTEE 4.00 X 0 0 0 LAURA THOMPSON TRUSTEE 1.00 X 0 0 0 ELIZABETH WALLMAN TRUSTEE 1.00 X 0 0 0 JOE LENNERTZ HEAD OF SCHOOL 40.00 X 150296 0 28771 RODNEY MILLER CHIEF FINANCIAL OFFICER 40.00 X 105797 0 13846 256093 0 42617 2 0 1 0 SODEXO INC 4880 PAYSPHERE CIR CHICAGO IL 606740048 FACILITIES MANAGEMENT AND FOOD SERVICE 1364886 INTER-QUEST INC 304 S SPRING ST BEAVER DAM WI 539162334 TECHNOLOGY SERVICES 172481 2 57279 962426 38609 1019705 TUITION AND FEES 611110 4719387 4719387 CAMP REVENUE 611710 67287 67287 STUDENT FEES 611710 54707 54707 TRANSPORTATION 611710 39972 39972 ACADEMIC TESTING 611710 22497 22497 155753 155753 5059603 207614 207614 37934 38609 -675 -675 -675 13676 57279 27637 -13961 -13961 41224 25045 16179 16179 6288465 5075782 0 192978 X 307680 307680 2017169 1535864 172376 308929 100122 76288 8489 15345 217915 167354 16899 33662 177975 119834 34037 24104 4901 4901 21342 21342 44311 44311 730042 730042 35891 9194 26697 237294 171606 42914 22774 125179 82617 41586 976 1355514 1329460 23160 2894 131918 110882 8246 12790 325028 245679 46688 32661 2638 2544 84 10 542160 522852 17163 2145 135803 130967 4299 537 DUES AND SUBSCRIPTIONS 52597 12932 39070 595 BAD DEBT EXPENSE 10012 10012 654 440 125 89 6576145 5239361 852576 484208 296743 164058 1224850 1951557 142177 38669 84963 76715 36127 34852 164681 173908 20978135 11623228 9631886 9354907 12085 12350 16926185 18857741 28519697 30664757 506396 430580 2779520 3349402 1208035 1159240 110020 123171 4603971 5062393 X 6644699 6587091 3134904 4262378 14136123 14752895 23915726 25602364 28519697 30664757 X -287680 1631211 343107 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 15505488 241878 1946063 475000 36564 17181865 15800441 90513 124665 475000 35131 15505488 15099901 864422 482331 605123 41090 15800441 12804647 517000 2335821 519880 37687 15099901 9221503 2480302 1536920 400000 34078 12804647 0.00070 0.81230 0.18700 0 0 395335 395335 18157037 9469999 8687038 2256292 2028267 228025 169471 124962 44509 9354907 BENEFICIAL INTEREST IN PERPETUAL TRUST 765601 BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 3104641 CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 58449 INSTITUTIONALLY MANAGED FUNDS 14106672 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 822378 18857741 FUTURE ANNUITY PAYMENTS 102472 CLUB DUES 20699 123171 8243517 1631211 298796 1930007 6313510 -25045 -25045 6288465 6584516 52682 52682 6531834 44311 44311 6576145 PART III, LINE 1A: COLLECTION ITEMS ACQUIRED BY CONTRIBUTION SINCE 1997 ARE NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE COLLECTION ITEM IS A WORK OF ART THAT IS HELD FOR PUBLIC EXHIBITION IN THE COURTYARD OF THE CAMPUS. THE ITEM WAS RECEIVED IN OCTOBER 2007 AND HAD AN APPRAISED VALUE OF APPROXIMATELY $31,000 AT THE TIME OF DONATION. THIS COLLECTION ITEM IS NOT SUBJECT TO ANY RESTRICTIONS BY THE DONOR. PART III, LINE 4: THE ACADEMY'S COLLECTION ITEM IS A WORK OF ART THAT IS HELD FOR PUBLIC EXHIBITION IN THE COURTYARD OF THE CAMPUS. THE WORK OF ART BEAUTIFIES THE CAMPUS FOR STUDENTS, PARENTS, PROSPECTIVE STUDENTS, AND OTHER VISITORS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING WAYLAND ACADEMY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 65,795. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -44,311. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 239,681. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 66,666. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -29,035. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -25,045. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 25,045. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 27,637. 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 ACADEMY'S RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN ALL ADVERTISING PUBLISHED IN NEWSPAPERS OF GENERAL CIRCULATION. SPRING GALA 70955 57279 13676 1260 4307 2809 15743 3518 70955 57279 13676 1260 4307 2809 15743 3518 27637 -13961 X X 1 1 X X 0 0 0 0 0 0 0 0 0 JOE LENNERTZ HEAD OF SCHOOL 150296 0 0 0 0 0 7500 0 21271 0 179067 0 0 0 X 7 38609 QUOTED MARKET PRICES 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 8B THE ACADEMY DOCUMENTS ALL MEETINGS HELD AND ACTIONS UNDERTAKEN BY THE GOVERNING BODY. MINUTES OF MEETINGS HELD BY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY ARE GENERALLY NOT TAKEN. MEMBERS OF THESE COMMITTEES ARE GENERALLY ALSO MEMBERS OF THE GOVERNING BODY AND ACTIONS UNDERTAKEN BY THESE COMMITTEES ARE REPORTED TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY, THE HEAD OF SCHOOL, AND THE CHIEF FINANCIAL OFFICER BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND OFFICERS ARE REQUIRED TO VERBALLY DISCLOSE ALL CONFLICTS OF INTEREST AT EACH QUARTERLY MEETING AND ARE ANNUALLY REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS. IF A CONFLICT ARISES, THAT TRUSTEE RECUSES HIM/HERSELF FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRPERSON MEETS WITH THE ACADEMY'S HEAD OF SCHOOL ANNUALLY TO DISCUSS HIS PERFORMANCE EVALUATION AND COMPENSATION PACKAGE. COMPARABILITY DATA IS OBTAINED BUT IS NOT SOLELY UTILIZED IN DETERMINING THE COMPENSATION PACKAGE. THE FINANCIAL ABILITY OF THE ACADEMY TO PAY APPROPRIATE COMPENSATION IS A MAJOR FACTOR IN DETERMINING THE COMPENSATION PACKAGE. A WRITTEN CONTRACT IS SIGNED BY THE CHAIRPERSON AND THE HEAD OF SCHOOL. OTHER OFFICERS ARE ANNUALLY EVALUATED BY THE HEAD OF SCHOOL. COMPARABILITY DATA IS OBTAINED BUT IS NOT SOLELY UTILIZED FOR DETERMINING COMPENSATION PACKAGES. THE FINANCIAL ABILITY OF THE ACADEMY TO PAY APPROPRIATE COMPENSATION IS A MAJOR FACTOR IN DETERMINING THE COMPENSATION PACKAGE. A WRITTEN ONE-YEAR CONTRACT IS SIGNED BY THE OFFICER AND THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ON A CASE-BY-CASE BASIS. FORM 990, PART IX, LINE 11G FOOD SERVICE FEES: PROGRAM SERVICE EXPENSES 592,142. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 592,142. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 89,199. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,199. EDUCATIONAL CONSULTANT: PROGRAM SERVICE EXPENSES 41,586. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,586. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,115. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,115. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 65,795. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -29,035. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 239,681. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 66,666.