2014-10-30T15:50:18-05:00 2014-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2013-07-01 390806363 WAYLAND ACADEMY WAYL 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 RODNEY MILLER CHIEF FINANCIAL OFFICER 9203562120 2014-10-27 1 JENNY TARKOWSKI CPA P00634290 6082744020 2013 2015-11-30 17:44:51Z RODNEY MILLER 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 6198724 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 19 63 372 0 0 3380491 1295205 4596636 4660443 193874 193701 -5202 -5371 8165799 6143978 0 0 0 0 2708342 2659013 0 0 484355 3523522 3476088 6231864 6135101 1933935 8877 26564047 28458363 5310952 4840920 21253095 23617443 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 4391572 4666141 WAYLAND ACADEMY IS A COEDUCATIONAL COLLEGE PREPARATORY BOARDING AND DAY SCHOOL FOR STUDENTS IN GRADES 9-12. AT WAYLAND ACADEMY, WE PREPARE OUR STUDENTS FOR THE RIGORS OF HIGHER EDUCATION THROUGH A CHALLENGING, ROBUST CURRICULUM AND A STRONG EMPHASIS ON PERSONAL RESPONSIBILITY AND DILIGENCE. FOR THE 2013-14 ACADEMIC YEAR, 185 STUDENTS REPRESENTING 21 COUNTRIES AND 11 STATES WERE ENROLLED AT WAYLAND ACADEMY. 4391572 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 0 0 0 0 0 0 0 0 0 1 13 0 63 1 0 0 0 0 0 0 0 0 0 0 X 20 19 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 ELIZABETH PARKER VICE CHAIR 6.00 X X 0 0 0 ROSINA SAMADANI PHD 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 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 SKIP 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 S STARZ TRUSTEE 4.00 X 0 0 0 JOE LENNERTZ HEAD OF SCHOOL 40.00 X 132500 0 25214 RODNEY MILLER CHIEF FINANCIAL OFFICER 40.00 X 98473 0 13616 GREG CLANCY DIRECTOR OF ADVANCEMENT 40.00 X 103000 0 20988 333973 0 59818 2 0 1 0 SODEXO INC 4880 PAYSPHERE CIR CHICAGO IL 606740048 FACILITIES MANAGEMENT AND FOOD SERVICE 1196752 INTER-QUEST INC 304 S SPRING ST BEAVER DAM WI 539162334 TECHNOLOGY SERVICES 127459 2 55575 1239630 1295205 TUITION AND FEES 611110 4474062 4474062 OTHER PROGRAM SERVICES 900099 136300 136300 CAMP REVENUE 611699 50081 50081 4660443 193701 193701 16050 55575 27119 -11069 -11069 33325 27627 5698 5698 6143978 4666141 0 182632 271760 171310 64347 36103 1951111 1229923 461983 259205 80683 50860 19104 10719 197484 124488 46760 26236 157975 99583 37405 20987 1127 1127 33790 33790 37733 37733 608614 606415 2199 27766 4836 22930 547225 275436 253269 18520 141031 141031 1139800 1076278 63522 115085 36262 78823 38769 4901 8670 25198 4665 4665 546610 546610 101875 101875 DUES AND SUBSCRIPTIONS 19259 12929 6330 BAD DEBT EXPENSE 10315 10315 102424 15546 22421 64457 6135101 4391572 1259174 484355 252050 322588 1693466 1161159 143156 477818 67749 50811 33707 35688 59315 56067 20001571 10019321 10122778 9982250 14860 25837 30293 14151129 16341689 26564047 28458363 285902 424619 2575186 2853520 2253945 1382884 195919 179897 5310952 4840920 X 6630689 6938057 2756579 3942857 11865827 12736529 21253095 23617443 26564047 28458363 X 8877 1819501 535970 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 12804646 189528 2335822 519880 37686 14772430 9221503 2480302 1536919 400000 34078 12804646 9448765 82800 133781 413178 30665 9221503 8222929 121665 1522701 386822 31708 9448765 7169596 368532 1114864 400000 30063 8222929 0.00190 0.81060 0.18750 0 0 395335 395335 17213889 8029712 9184177 2222876 1864647 358229 169471 124962 44509 9982250 BENEFICIAL INTEREST IN PERPETUAL TRUST 723572 BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 2827594 CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 93063 INSTITUTIONALLY MANAGED FUNDS 11877112 BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 820348 16341689 SPECIAL ASSESSMENT LEVY OBLIGATIONS 6239 FUTURE ANNUITY PAYMENTS 149317 CLUB DUES 24341 179897 8489343 1819501 498237 2317738 6171605 -27627 -27627 6143978 6124995 27627 27627 6097368 37733 37733 6135101 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 83,909. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -10,762. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -37,733. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 334,570. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 128,253. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -27,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 27,627. 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 71625 55575 16050 5043 2535 16579 1000 1962 71625 55575 16050 5043 2535 16579 1000 1962 27119 -11069 X X 1 1 X X 0 0 0 0 0 0 0 0 0 JOE LENNERTZ HEAD OF SCHOOL 132500 0 0 0 0 0 6625 0 18589 0 157714 0 0 0 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 XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 83,909. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -10,762. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 334,570. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN CHARITABLE REMAINDER TRUSTS 128,253.