Wallin Education Partners

“Maxine wallin and bradford wallin are mother and son.”

“The form 990 draft was provided to all members of the board of trustees for review. The finance committee individually reviewed the draft form in detail, and along with the audit committee chair hosted a form 990 review session for all board members on february 19, 2021. Following that review session, all board members will vote on approval for filing through an electronic voting process.”

“The written conflict of interest document is distributed annually to all board members at the june board meeting. The form is updated, signed, and submitted to the organization each year by all trustees.”

“Each year in approximately june, the board chair leads the full board in an executive director perfomance evaluation process and uses a formula to determine salary increase and bonus. This formula is based on cola (cost-of-living adjustment per the social security administration). A moderate merit-based bonus plan is based on organizational, as well as individual performance compared to annual goals.”

“Wallin makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

“All-in milwaukee inc attained its own 501(c)3 status and separated from our entity.”

“Net assets transferred to former fiscal sponsor: all-in milwaukee, inc. -995,583.”

“The process has not changed from the prior year.”

“The originally filed return was based on audited financial statements. The audited financial statements were restated, and the amended return has been updated for the following changes: 990 page 9, part viii, statement of revenue: line 1f - as originally filed: $7,212,705 line 1f - as amended: $7,340,705 990 page 10, part ix, statement of functional expenses: line 2 - as originally filed: $5,009,435 line 2 - as amended: $3,643,472 990 page 11, part x, balance sheet line 18 - as originally filed: $11,705,064 line 18 - as amended: $0 line 27 - as originally filed: $1,458,531 line 27 - as amended: $1,338,501 line 28 - as originally filed: $7,448,287 line 28 - as amended: $19,273,381 schedule a was amended on page 2 to reflect the correct income from the restated audited financial statements. Schedule d was amended on page 4 to reflect the correct income and expenses from the restated audited financial statements. Schedule i was amended on page 2 to reflect the correct amount of cash grants from the restated audited financial statements.”