Civic Intelligence

Tamarack Waldorf School Inc.

990 • Fiscal year 2024 • EIN 39-1861906

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 12, 2025

Organization ProfileWWW.TAMARACKWALDORF.ORG

View Organization Page

1150 E Brady StreetMilwaukee, WI 53202

(414) 277-0009

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.65x

Higher debt load relative to assets than 88% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.64x

Higher debt load relative to revenue than 84% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

56th percentile

7.6%

Higher net margin than 56% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$53,554

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

54th percentile

5.8%

Faster asset growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

5.3%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$2,119,175

Up $115,903 (+5.8%) from 2023

Net Assets

Up

$738,727

Up $163,470 (+28%) from 2023

Liabilities

Down

$1,380,448

Down $47,567 (-3.3%) from 2023

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin56th percentile

Revenue

Up

$2,147,953

Up $108,787 (+5.3%) from 2023

Expenses

Down

$1,984,483

Down $82,350 (-4.0%) from 2023

Net Income

Up

$163,470

Up $191,137 (+691%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$2,119,175
Liabilities$1,380,448
Net Assets$738,727
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$2,147,953
Expenses$1,984,483
Net Income$163,470
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,151,381
Mission and Program Overview

Mission

Education of students 3 years

Education of students 3 years through 8th grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$596,848$759,182▲ $162,334
Land, Buildings, and Equipment, Net$79,005$88,248▲ $9,243
Cash and Non-Interest-Bearing Accounts$49,130$21,562▼ $27,568
Prepaid Expenses and Deferred Charges$4,699$21,082▲ $16,383
Accounts Receivable$2,421$15,122▲ $12,701
Total Assets$2,003,272$2,119,175▲ $115,903
Other Assets Total$1,271,169$1,213,979▼ $57,190
Liabilities
Other Liabilities$1,305,189$1,260,102▼ $45,087
Accounts Payable and Accrued Expenses$87,640$76,479▼ $11,161
Deferred Revenue$35,186$43,867▲ $8,681
Total Liabilities$1,428,015$1,380,448▼ $47,567
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$575,257$738,727▲ $163,470
Total Net Assets Fund Balance$575,257$738,727▲ $163,470
Total Liabilities and Net Assets / Fund Balance$2,003,272$2,119,175▲ $115,903

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$47,169$27,598$74,767
Equipment$41,079$16,303$57,382
Other Assets Org$30,672--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lora PoulosAdministratorFT$53,554$53,554
Cheryl RognsvoogFinancial AdministratorFT$40,156$40,156
Leah HunterFinancial Administrator-$29,922$29,922

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$32,431
Program Service Revenue
$2,096,390
Investment Income
$21,624
Other Revenue
$-2,492
All Other Contributions
$32,431
Change in Net Assets
$163,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,147,953
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,147,953
Total Revenue per Form 990
$2,147,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,452,127
Other Expenses$532,356
Total Fundraising Expense$16,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$977,172$75,185-$1,052,357
Other Employee Benefits$147,382$64,414-$211,796
Occupancy$144,147$18,018$1,638$163,803
Current Officers, Directors, Trustees, and Key Employees-$94,328$5,219$99,547
Payroll Taxes$74,011$14,017$399$88,427
Fees for Services Other$62,677$1,125-$63,802
All Other Expenses$34,574$7,387$67$42,028
Office Expenses$750$39,400-$40,150
Fees for Services Accounting-$27,350-$27,350
Insurance$16,085$8,941-$25,026
Depreciation Depletion$16,796$1,973$179$18,948
Other Expenses$8,210$45$8,035$16,290
Information Technology$16,110--$16,110
Travel$2,866-$181$3,047
Total Functional Expenses$1,593,629$374,758$16,096$1,984,483

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,984,483
Total Expenses per Audited Statements$1,984,483
Total Expenses per Form 990$1,984,483
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$3,428
Fundraising Gross Income$936
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$1,229,468
Lease Liabilities - Financing$30,634
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
2025-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Herbst
Formed
1997
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
10
Employees
79
Volunteers
9

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Renee Messing
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, 2024, 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.”

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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATION OF STUDENTS 3 YEARS THROUGH 8TH GRADE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0575257
IRS990/NetAssetsOrFundBalancesEOYAmt0738727
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2492
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2492
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0575257
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0738727
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01638
IRS990/OccupancyGrp/ManagementAndGeneralAmt018018
IRS990/OccupancyGrp/ProgramServicesAmt0144147
IRS990/OccupancyGrp/TotalAmt0163803
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039400
IRS990/OfficeExpensesGrp/ProgramServicesAmt0750
IRS990/OfficeExpensesGrp/TotalAmt040150
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01271169
IRS990/OtherAssetsTotalGrp/EOYAmt01213979
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064414
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0147382
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0211796
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES AND
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT AND ADVANCE
IRS990/OtherExpensesGrp/FundraisingAmt0378
IRS990/OtherExpensesGrp/FundraisingAmt18035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt245
IRS990/OtherExpensesGrp/ProgramServicesAmt059607
IRS990/OtherExpensesGrp/ProgramServicesAmt133242
IRS990/OtherExpensesGrp/ProgramServicesAmt28210
IRS990/OtherExpensesGrp/TotalAmt059607
IRS990/OtherExpensesGrp/TotalAmt137775
IRS990/OtherExpensesGrp/TotalAmt218420
IRS990/OtherExpensesGrp/TotalAmt316290
IRS990/OtherLiabilitiesGrp/BOYAmt01305189
IRS990/OtherLiabilitiesGrp/EOYAmt01260102
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075185
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0977172
IRS990/OtherSalariesAndWagesGrp/TotalAmt01052357
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0399
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014017
IRS990/PayrollTaxesGrp/ProgramServicesAmt074011
IRS990/PayrollTaxesGrp/TotalAmt088427
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04699
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021082
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/RelatedOrExemptFuncIncomeAmt01760241
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1269801
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt266348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01760241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1269801
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266348
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041566
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03016
IRS990/PYOtherExpensesAmt0547187
IRS990/PYOtherRevenueAmt0-628
IRS990/PYProgramServiceRevenueAmt01995212
IRS990/PYRevenuesLessExpensesAmt0-27667
IRS990/PYSalariesCompEmpBnftPaidAmt01519646
IRS990/PYTotalExpensesAmt02066833
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02039166
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0163470
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02096390
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0596848
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0759182
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/BookValueAmt041079
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016303
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057382
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01984483
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047169
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt027598
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt074767
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01183307
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt130672
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT OF USE ASSET - OPERATING
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET - FINANCING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01229468
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt130634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES - OPERATING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITIES - FINANCING
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02147953
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, 2024, 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/TotalBookValueLandBuildingsAmt088248
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01213979
IRS990ScheduleD/TotalExpensesPerForm990Amt01984483
IRS990ScheduleD/TotalLiabilityAmt01260102
IRS990ScheduleD/TotalRevenuePerForm990Amt02147953
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02147953
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01984483
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

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,119,175
Liabilities
$1,380,448
Net assets
$738,727
Revenue
$2,147,953
Expenses
$1,984,483
Net income
$163,470
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