2015-11-16T16:38:19-06:00 2015-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2014-07-01 390806363 WAYLAND ACADEMY WAYL 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 RODNEY MILLER CHIEF FINANCIAL OFFICER 9203562120 2015-10-15 1 JENNY TARKOWSKI CPA P00634290 6082744020 2014 2016-04-25 22:37:26Z RODNEY MILLER 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 6896178 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. 23 22 62 372 0 0 1295205 1655255 4660443 4974058 193701 218101 -5371 4939 6143978 6852353 0 0 0 0 2659013 2711272 0 0 567837 3476088 3534948 6135101 6246220 8877 606133 28458363 29201491 4840920 4727267 23617443 24474224 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 4650178 4987391 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 2014-15 ACADEMIC YEAR, 185 STUDENTS REPRESENTING 28 COUNTRIES AND 10 STATES WERE ENROLLED AT WAYLAND ACADEMY. 4650178 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 1 1 0 0 0 0 0 0 0 0 1 22 0 62 1 0 0 0 0 0 0 0 0 0 0 X 23 22 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 TREASURER 6.00 X X 0 0 0 MICHAEL VANHAREN SECRETARY 6.00 X X 0 0 0 JAMES DOWNING TRUSTEE 6.00 X 0 0 0 JOSEPH GREEN III TRUSTEE 4.00 X 0 0 0 SHELLEY GREENWOOD TRUSTEE 4.00 X 0 0 0 JAMES JANIK TRUSTEE 4.00 X 0 0 0 RICHARD KIMBERLY TRUSTEE 4.00 X 0 0 0 JOHN MCKINSTRY TRUSTEE 4.00 X 0 0 0 JANET MILLERMAIER MD TRUSTEE 4.00 X 0 0 0 GARY NELSON TRUSTEE 4.00 X 0 0 0 HARRY CODY TRUSTEE 4.00 X 0 0 0 DAVID LARSON TRUSTEE 4.00 X 0 0 0 SCOTT LOWELL TRUSTEE 4.00 X 0 0 0 PATRICIA MARTIN TRUSTEE 4.00 X 0 0 0 BURNETT SULLIVAN TRUSTEE 4.00 X 0 0 0 JOHN MCCONNELL TRUSTEE 4.00 X 0 0 0 PETE PATTERSON TRUSTEE 4.00 X 0 0 0 ELLEN BRUNING TRUSTEE 4.00 X 0 0 0 GEORGIANNA STARZ TRUSTEE 4.00 X 0 0 0 JOHN FISHER TRUSTEE 4.00 X 0 0 0 JOE LENNERTZ HEAD OF SCHOOL 40.00 X X 135090 0 24146 RODNEY MILLER CHIEF FINANCIAL OFFICER 40.00 X 101696 0 13348 236786 0 37494 2 0 1 0 SODEXO INC 4880 PAYSPHERE CIR CHICAGO IL 606740048 FACILITIES MANAGEMENT AND FOOD SERVICE 1309868 INTER-QUEST INC 304 S SPRING ST BEAVER DAM WI 539162334 TECHNOLOGY SERVICES 175439 2 40805 1614450 460599 1655255 TUITION AND FEES 611110 4787754 4787754 OTHER PROGRAM SERVICES 900099 130167 130167 CAMP REVENUE 611699 56137 56137 4974058 218101 218101 16742 40805 25136 -8394 -8394 32022 18689 13333 13333 6852353 4987391 0 209707 X 276226 189922 54626 31678 1935266 1330617 382718 221931 82874 56981 16389 9504 259013 178088 51222 29703 157893 108561 31225 18107 14569 14569 22086 22086 41273 41273 763844 743350 20494 22217 5165 17052 651232 492451 103775 55006 103199 103199 987399 836640 113472 37287 140600 122853 7 17740 89305 22109 25030 42166 212 212 556543 382658 110062 63823 100089 68817 19794 11478 DUES AND SUBSCRIPTIONS 30841 13733 16029 1079 BAD DEBT EXPENSE 11250 11250 289 199 57 33 6246220 4650178 1028205 567837 322588 284902 1161159 1341734 477818 124662 50811 57362 35688 38120 56067 63079 20432357 10542009 9982250 9890348 30293 21358 16341689 17379926 28458363 29201491 424619 471024 2853520 2837910 1382884 1292018 179897 126315 4840920 4727267 X 6938057 6841985 3942857 3623162 12736529 14009077 23617443 24474224 28458363 29201491 X 606133 353740 -103092 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 15099901 864422 482331 605123 41090 15800441 12804647 517000 2335821 519880 37687 15099901 9221503 2480302 1536920 400000 34078 12804647 9448765 82800 133781 413178 30665 9221503 8222929 121665 1522701 386822 31708 9448765 0.00070 0.83660 0.16270 0 0 395335 395335 17638292 8520663 9117629 2229259 1896384 332875 169471 124962 44509 9890348 BENEFICIAL INTEREST IN PERPETUAL TRUST 730861 BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 2794019 CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 115268 INSTITUTIONALLY MANAGED FUNDS 12974198 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 765580 17379926 FUTURE ANNUITY PAYMENTS 114259 CLUB DUES 12056 126315 7080417 353740 -144365 209375 6871042 -18689 -18689 6852353 6223636 18689 18689 6204947 41273 41273 6246220 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 PERPETUAL TRUST 7,289. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -41,273. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -73,171. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -54,768. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 17,558. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -18,689. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 18,689. 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 57547 40805 16742 1358 1471 2871 16103 1000 2333 57547 40805 16742 1358 1471 2871 16103 1000 2333 25136 -8394 X X 1 1 X X 0 0 0 0 0 0 0 0 0 JOE LENNERTZ HEAD OF SCHOOL 135090 0 0 0 0 0 6741 0 17405 0 159236 0 0 0 MCKINSTRY'S HOME FURNISHINGS INC ENTITY OWNED BY JOHN MCKINSTRY, TRUSTEE 112934 PURCHASE OF FURNITURE 0 X 15 460599 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 11 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 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 650,145. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 650,145. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 86,158. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,158. OUTSOURCED STAFFING: PROGRAM SERVICE EXPENSES 3,847. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,847. COACHING FEES: PROGRAM SERVICE EXPENSES 1,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500. ATHLETIC TRAINING FEES: PROGRAM SERVICE EXPENSES 1,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,700. EDUCATIONAL CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,494. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,494. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 7,289. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 17,558. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST -73,171. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS -54,768.