Civic Intelligence

Tamarack Waldorf School Inc

EIN 39-1861906 • 501(c)3 • Milwaukee, WI

View Organization Page

Profile

Education of students 3 years through 8th grade.

1150 E Brady StreetMilwaukee, WI 53202

www.tamarackwaldorf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.62x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.56x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

3.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

49th percentile

6.9%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$2,125,057

Up $5,882 (+0.3%) from 2024

Liabilities

Down

$1,314,561

Down $65,887 (-4.8%) from 2024

Net Assets

Up

$810,496

Up $71,769 (+9.7%) from 2024

Operations
Liabilities / Revenue82nd percentileNet Margin47th percentile

Revenue

Up

$2,328,236

Up $180,283 (+8.4%) from 2024

Expenses

Up

$2,256,467

Up $271,984 (+14%) from 2024

Net Income

Down

$71,769

Down $91,701 (-56%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $258,085Liabilities 2011: $103,189Net Assets 2011: $154,8962011Assets 2012: $272,795Liabilities 2012: $108,750Net Assets 2012: $164,0452012Assets 2013: $409,716Liabilities 2013: $143,270Net Assets 2013: $266,4462013Assets 2014: $707,828Liabilities 2014: $86,688Net Assets 2014: $621,1402014Assets 2015: $667,545Liabilities 2015: $85,827Net Assets 2015: $581,7182015Assets 2016: $579,514Liabilities 2016: $81,131Net Assets 2016: $498,3832016Assets 2017: $348,371Liabilities 2017: $43,088Net Assets 2017: $305,2832017Assets 2018: $267,691Liabilities 2018: $48,749Net Assets 2018: $218,9422018Assets 2019: $377,913Liabilities 2019: $161,308Net Assets 2019: $216,6052019Assets 2020: $471,959Liabilities 2020: $141,184Net Assets 2020: $330,7752020Assets 2021: $616,950Liabilities 2021: $65,152Net Assets 2021: $551,7982021Assets 2022: $722,594Liabilities 2022: $101,521Net Assets 2022: $621,0732022Assets 2023: $2,003,272Liabilities 2023: $1,428,015Net Assets 2023: $575,2572023Assets 2024: $2,119,175Liabilities 2024: $1,380,448Net Assets 2024: $738,7272024Assets 2025: $2,125,057Liabilities 2025: $1,314,561Net Assets 2025: $810,4962025

Highlighted filing

2025

Assets$2,125,057
Liabilities$1,314,561
Net Assets$810,496
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,413,6382011Expenses 2012: $1,523,7012012Revenue 2013: $1,648,914Expenses 2013: $1,546,513Net Income 2013: $102,4012013Revenue 2014: $2,074,810Expenses 2014: $1,720,116Net Income 2014: $354,6942014Revenue 2015: $2,078,637Expenses 2015: $2,118,059Net Income 2015: -$39,4222015Revenue 2016: $2,203,436Expenses 2016: $2,286,771Net Income 2016: -$83,3352016Revenue 2017: $2,423,406Expenses 2017: $2,616,506Net Income 2017: -$193,1002017Revenue 2018: $2,467,500Expenses 2018: $2,553,841Net Income 2018: -$86,3412018Revenue 2019: $2,493,202Expenses 2019: $2,495,539Net Income 2019: -$2,3372019Revenue 2020: $2,048,075Expenses 2020: $1,897,141Net Income 2020: $150,9342020Revenue 2021: $1,923,768Expenses 2021: $1,702,745Net Income 2021: $221,0232021Revenue 2022: $1,979,817Expenses 2022: $1,910,542Net Income 2022: $69,2752022Revenue 2023: $2,039,166Expenses 2023: $2,066,833Net Income 2023: -$27,6672023Revenue 2024: $2,147,953Expenses 2024: $1,984,483Net Income 2024: $163,4702024Revenue 2025: $2,328,236Expenses 2025: $2,256,467Net Income 2025: $71,7692025

Highlighted filing

2025

Revenue$2,328,236
Expenses$2,256,467
Net Income$71,769
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,125,057
Liabilities
$1,314,561
Net assets
$810,496
Revenue
$2,328,236
Expenses
$2,256,467
Net income
$71,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$1.31$0.81$2.33$2.26$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.12$1.38$0.74$2.15$1.98$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.00$1.43$0.58$2.04$2.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.10$0.62$1.98$1.91$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.07$0.55$1.92$1.70$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.14$0.33$2.05$1.90$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.16$0.22$2.49$2.50$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.05$0.22$2.47$2.55$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.04$0.31$2.42$2.62$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.08$0.50$2.20$2.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.09$0.58$2.08$2.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.09$0.62$2.07$1.72$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.14$0.27$1.65$1.55$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.11$0.16$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.10$0.15$1.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,333,473
Mission and Program Overview

Mission

Education of students 3 years

To provide an early childhood through 8th grade waldorf education to develop independent, critical thinkers with a strong sense of social responsibility

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$759,182$766,431▲ $7,249
Cash and Non-Interest-Bearing Accounts$21,562$94,135▲ $72,573
Land, Buildings, and Equipment, Net$88,248$92,377▲ $4,129
Prepaid Expenses and Deferred Charges$21,082$27,738▲ $6,656
Accounts Receivable$15,122$17,744▲ $2,622
Total Assets$2,119,175$2,125,057▲ $5,882
Other Assets Total$1,213,979$1,126,632▼ $87,347
Liabilities
Other Liabilities$1,260,102$1,183,818▼ $76,284
Accounts Payable and Accrued Expenses$76,479$109,161▲ $32,682
Deferred Revenue$43,867$21,582▼ $22,285
Total Liabilities$1,380,448$1,314,561▼ $65,887
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$738,727$799,996▲ $61,269
Net Assets With Donor Restrictions-$10,500-
Total Net Assets Fund Balance$738,727$810,496▲ $71,769
Total Liabilities and Net Assets / Fund Balance$2,119,175$2,125,057▲ $5,882

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$54,276$25,424$79,700
Leasehold Improvements$38,101$36,667$74,768
Other Assets Org$24,497--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Lora PoulosAdministratorFT$55,883$55,883
Leah HunterFinancial AdministratorFT$34,040$34,040

Board Members and Trustees

NameTitle
Maggie HerbstPresident
Dan KrauseDirector
Jaimmie StugardDirector
Joe FranseeDirector
Rachel KenisonDirector
Ryan PrincerDirector
Jared LevisenSecretary
Michelle SkeltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,254
Program Service Revenue
$2,235,600
Investment Income
$23,128
Other Revenue
$-746
All Other Contributions
$70,254
Change in Net Assets
$71,769

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,328,236
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,328,236
Total Revenue per Form 990
$2,328,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,717,223
Other Expenses$539,244
Total Fundraising Expense$18,023
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,271,722$48,388$11,018$1,331,128
Other Employee Benefits$149,961$25,203-$175,164
Occupancy$146,329$16,442$1,644$164,415
Payroll Taxes$96,306$12,156$998$109,460
Current Officers, Directors, Trustees, and Key Employees-$101,471-$101,471
All Other Expenses$32,960$4,075$3,508$40,543
Fees for Services Other$36,513$1,085-$37,598
Office Expenses-$36,636-$36,636
Fees for Services Accounting-$31,425-$31,425
Insurance$20,559$8,274$132$28,965
Depreciation Depletion$22,269$1,808$181$24,258
Information Technology$19,923--$19,923
Other Expenses$15,750$28,031$542$15,750
Travel$5,733--$5,733
Total Functional Expenses$1,918,030$320,414$18,023$2,256,467

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,256,467
Total Expenses per Audited Statements$2,256,467
Total Expenses per Form 990$2,256,467
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,237
Fundraising Gross Income$4,491
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities - Operating$1,158,453
Lease Liabilities - Financing$25,365
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 and supporting schedules is provided to the board of trustees for review and approval prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Officers and trustees are required to complete a conflict of interest statement. The statements are reviewed and updated on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Executive director/administrator is on the same salary scale as classroom teachers. This is reviewed and approved by the board of trustees annually. Non-employee board members serve as volunteers and receive no compensation.”

Form 990, Part VI, Section C, Line 19

“Form 990 and related schedules and information is available on request from the school office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Tamarack Waldorf School Inc
EIN
39-1861906
Phone
4142770009
Address
1150 E BRADY STREET, MILWAUKEE, WI 53202

Signing Officer

Name
Maggie Herbst
Title
President
Phone
4142770009
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Herbst
Formed
1997
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
8
Employees
80
Volunteers
9

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The school is exempt from income tax under section 501(c)(3) of internal revenue code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of june 30, 2025, the school had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The school does not anticipate any significant changes to unrecognized income tax benefits over the next year.”

Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE ORGANIZATION OPERATED TAMARACK WALDORF SCHOOL IN MILWAUKEE, WISCONSIN. THE SCHOOL PROVIDES AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A STRONG SENSE OF SOCIAL RESPONSIBILITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/InsuranceGrp/FundraisingAmt0132
IRS990/InsuranceGrp/ManagementAndGeneralAmt08274
IRS990/InsuranceGrp/ProgramServicesAmt020559
IRS990/InsuranceGrp/TotalAmt028965
IRS990/InvestmentIncomeGrp/ExclusionAmt023128
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023128
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt062091
IRS990/LandBldgEquipBasisNetGrp/BOYAmt088248
IRS990/LandBldgEquipBasisNetGrp/EOYAmt092377
IRS990/LandBldgEquipCostOrOtherBssAmt0154468
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A STRONG SENSE OF SOCIAL RESPONSIBILITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0738727
IRS990/NetAssetsOrFundBalancesEOYAmt0810496
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-746
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-746
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0738727
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0799996
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01644
IRS990/OccupancyGrp/ManagementAndGeneralAmt016442
IRS990/OccupancyGrp/ProgramServicesAmt0146329
IRS990/OccupancyGrp/TotalAmt0164415
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036636
IRS990/OfficeExpensesGrp/TotalAmt036636
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01213979
IRS990/OtherAssetsTotalGrp/EOYAmt01126632
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025203
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0149961
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0175164
IRS990/OtherExpensesGrp/Desc0MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPLIES AND
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3FIELD TRIPS
IRS990/OtherExpensesGrp/FundraisingAmt0542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt128031
IRS990/OtherExpensesGrp/ProgramServicesAmt048240
IRS990/OtherExpensesGrp/ProgramServicesAmt151765
IRS990/OtherExpensesGrp/ProgramServicesAmt215750
IRS990/OtherExpensesGrp/TotalAmt054202
IRS990/OtherExpensesGrp/TotalAmt151765
IRS990/OtherExpensesGrp/TotalAmt228031
IRS990/OtherExpensesGrp/TotalAmt315750
IRS990/OtherLiabilitiesGrp/BOYAmt01260102
IRS990/OtherLiabilitiesGrp/EOYAmt01183818
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011018
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt048388
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01271722
IRS990/OtherSalariesAndWagesGrp/TotalAmt01331128
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0998
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012156
IRS990/PayrollTaxesGrp/ProgramServicesAmt096306
IRS990/PayrollTaxesGrp/TotalAmt0109460
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021082
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027738
IRS990/PrincipalOfficerNm0MAGGIE HERBST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION - SCHOOL CHOIC
IRS990/ProgramServiceRevenueGrp/Desc1TUITION - PRIVATE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER SCHOOL FEES AND
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01876125
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1281321
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt278154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01876125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1281321
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt278154
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt032431
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021624
IRS990/PYOtherExpensesAmt0532356
IRS990/PYOtherRevenueAmt0-2492
IRS990/PYProgramServiceRevenueAmt02096390
IRS990/PYRevenuesLessExpensesAmt0163470
IRS990/PYSalariesCompEmpBnftPaidAmt01452127
IRS990/PYTotalExpensesAmt01984483
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02147953
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt071769
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02235600
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0759182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0766431
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt054276
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025424
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt079700
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02256467
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt038101
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036667
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt074768
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01102135
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt124497
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE ASSET - OPERATING
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET - FINANCING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01158453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125365
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES - OPERATING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITIES - FINANCING
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02328236
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2025, THE SCHOOL HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE SCHOOL DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092377
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01126632
IRS990ScheduleD/TotalExpensesPerForm990Amt02256467
IRS990ScheduleD/TotalLiabilityAmt01183818
IRS990ScheduleD/TotalRevenuePerForm990Amt02328236
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02328236
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02256467
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0INCLUDED IN PUBLICITY MATERIALS. THE SCHOOL PARTICIPATES IN THE MILWAUKEE PARENTAL CHOICE PROGRAM WHICH REQUIRES A RACIAL NONDISCRIMINATION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL PARTICIPATES IN THE MILWAUKEE PARENTAL CHOICE PROGRAM. AS SUCH, QUALIFYING FAMILIES RECEIVE TUITION VOUCHER PAYMENTS FROM THE STATE OF WISCONSIN, DEPARTMENT OF PUBLIC INSTRUCTION. THE VOUCHERS ARE PAID TO THE SCHOOL FOR THE STUDENT'S TUITION. TO QUALIFY, THE STUDENTS MUST COME FROM LOW INCOME FAMILIES RESIDING IN THE CITY OF MILWAUKEE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 AND SUPPORTING SCHEDULES IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED AND UPDATED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR/ADMINISTRATOR IS ON THE SAME SALARY SCALE AS CLASSROOM TEACHERS. THIS IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY. NON-EMPLOYEE BOARD MEMBERS SERVE AS VOLUNTEERS AND RECEIVE NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 AND RELATED SCHEDULES AND INFORMATION IS AVAILABLE ON REQUEST FROM THE SCHOOL OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02119175
IRS990/TotalAssetsEOYAmt02125057
IRS990/TotalAssetsGrp/BOYAmt02119175
IRS990/TotalAssetsGrp/EOYAmt02125057
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt070254
IRS990/TotalEmployeeCnt080
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018023
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0320414
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01918030
IRS990/TotalFunctionalExpensesGrp/TotalAmt02256467
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01380448
IRS990/TotalLiabilitiesEOYAmt01314561
IRS990/TotalLiabilitiesGrp/BOYAmt01380448
IRS990/TotalLiabilitiesGrp/EOYAmt01314561
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0738727
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0810496

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