2012-10-26T09:05:01-05:00 2012-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2011-07-01 390806363 WAYLAND ACADEMY WAYL 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 RODNEY MILLER 9203562120 2012-10-24 1 JENNY TARKOWSKI CPA P00634290 6082744020 2011 2016-02-24 21:20:13Z RODNEY MILLER 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 5858260 0 X WWW.WAYLAND.ORG X 1855 WI TO PREPARE YOUNG PEOPLE FOR A SUCCESSFUL COLLEGE EXPERIENCE AND A RAPIDLY CHANGING WORLD BY OPENING THEIR MINDS TO THE PURSUIT OF KNOWLEDGE AND THEIR HEARTS TO THE DEVELOPMENT OF STRONG CHARACTER. 20 19 57 392 0 0 934591 809604 3886248 4781614 605795 209105 100132 -3577 5526766 5796746 0 0 0 0 2354212 2586000 0 0 489021 3457867 3463827 5812079 6049827 -285313 -253081 22481639 22420136 4914478 5188421 17567161 17231715 TO PREPARE YOUNG PEOPLE FOR A SUCCESSFUL COLLEGE EXPERIENCE AND A RAPIDLY CHANGING WORLD BY OPENING THEIR MINDS TO THE PURSUIT OF KNOWLEDGE AND THEIR HEARTS TO THE DEVELOPMENT OF STRONG CHARACTER. 0 0 4219182 4788003 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 2011-12 ACADEMIC YEAR, 196 STUDENTS REPRESENTING 9 COUNTRIES AND 8 STATES WERE ENROLLED AT WAYLAND ACADEMY. 4219182 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 17 0 57 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 X RODNEY MILLER 9203562120 101 N UNIVERSITY AVE BEAVER DAM WI 539162253 SUSAN PETERSON 8.00 X X 0 0 0 ELIZABETH PARKER 6.00 X X 0 0 0 ALLEN PROCTOR 6.00 X X 0 0 0 WILLIAM LUEDKE IV 6.00 X X 0 0 0 SCOTT LOWELL 6.00 X X 0 0 0 HARRY CODY 4.00 X 0 0 0 JOHN FISHER 4.00 X 0 0 0 JOSEPH GREEN III 4.00 X 0 0 0 SHELLEY GREENWOOD 4.00 X 0 0 0 RICHARD KIMBERLY 4.00 X 0 0 0 JOHN MCKINSTRY 4.00 X 0 0 0 JANET MILLERMAIER MD 4.00 X 0 0 0 GARY NELSON 4.00 X 0 0 0 ROSINA SAMADANI PHD 4.00 X 0 0 0 JUDY RONIN SCHERB 4.00 X 0 0 0 HILARY BISHOP SCOTT 4.00 X 0 0 0 GEORGIANNA STARZ 4.00 X 0 0 0 BURNETT SULLIVAN 4.00 X 0 0 0 MICHAEL VANHAREN 4.00 X 0 0 0 ROBERT KUEHLING 4.00 X 0 0 0 BRIAN CHEEK 40.00 X X 59836 0 8527 JOE LENNERTZ 40.00 X X 109465 0 5473 RODNEY MILLER 40.00 X 94511 0 3318 263812 0 17318 1 0 0 0 SODEXO INC 4880 PAYSPHERE CIR CHICAGO IL 606740048 FACILITIES MANAGEMENT AND FOOD SERVICE 1327732 1 64785 744819 72581 809604 TUITION AND FEES 611110 4584770 4584770 OTHER PROGRAM SERVICES 900099 128662 128662 CAMP REVENUE 611699 68182 68182 4781614 209105 209105 8020 8020 14433 64785 32419 -17986 -17986 35484 29095 6389 6389 5796746 4788003 0 199139 281130 169283 73471 38376 1874357 1121509 498597 254251 77658 46762 20295 10601 194104 116880 50727 26497 158751 95592 41488 21671 3945 3945 35039 35039 30665 30665 646062 643658 2404 28458 13155 15303 551397 271497 228143 51757 113378 113378 1152857 1024285 128572 104464 32711 71753 72555 5135 7488 59932 2403 2403 537907 537907 93797 93797 DUES AND SUBSCRIPTIONS 13309 9290 4019 BAD DEBT EXPENSE 1079 1079 76512 31295 34584 10633 6049827 4219182 1341624 489021 794056 219341 535006 1568357 131646 72496 15593 42126 7095 37393 38239 56503 83311 19656626 9078958 10939929 10577668 9218620 9110488 27778 28215 602016 592452 116004 87443 22481639 22420136 268334 308820 1968601 2323094 2469436 2346334 3251 208107 206922 4914478 5188421 X 6972865 6859301 1575290 1277313 9019006 9095101 17567161 17231715 22481639 22420136 X -253081 -82365 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 9448765 82800 133781 413178 30665 9221503 8222929 121665 1522701 386822 31708 9448765 7169596 368532 1114864 400000 30063 8222929 9166306 -1578968 390579 27163 7169596 0.00500 0.91000 0.08500 0 0 395335 395335 16806741 7117616 9689125 2285079 1836380 448699 169471 124962 44509 10577668 SPECIAL ASSESSMENT LEVY OBLIGATIONS 28834 FUTURE ANNUITY PAYMENTS 161651 CLUB DUES 16437 206922 5796746 6049827 -253081 -61625 -20740 -82365 -335446 5712811 -61625 -51405 -113030 5825841 -29095 -29095 5796746 6048257 29095 29095 6019162 30665 30665 6049827 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY USED TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING WAYLAND ACADEMY. PART XI, LINE 8 - OTHER ADJUSTMENTS: ACTUARIAL CHANGE IN VALUE OF PERPETUAL TRUST -9,564. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -11,176. TOTAL TO SCHEDULE D, PART XI, LINE 8: -20,740. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL CHANGE IN VALUE OF PERPETUAL TRUST -9,564. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -11,176. INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -30,665. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -29,095. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 29,095. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 69130 61760 7370 1383 7034 1714 18155 1662 69130 61760 7370 1383 7034 1714 18155 1662 29948 -22578 X 8 72581 MARKET QUOTATIONS 0 0 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ACADEMY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). THIRD PARTY USE: PART I, LINE 32B: AN INDEPENDENT, PROFESSIONALLY-LICENSED BROKER IS USED TO SELL ALL PUBLICLY-TRADED SECURITIES DONATED TO THE ACADEMY. 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 PRESIDENT, AND THE CHIEF FINANCIAL OFFICER BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRPERSON MEETS WITH THE ACADEMY'S PRESIDENT 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 PRESIDENT. OTHER OFFICERS ARE ANNUALLY EVALUATED BY THE PRESIDENT. 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 PRESIDENT. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -61,625. ACTUARIAL CHANGE IN VALUE OF PERPETUAL TRUST -9,564. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -11,176. TOTAL TO FORM 990, PART XI, LINE 5: -82,365.