Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
University School of Milwaukee Endowment Fund
EIN 39-6043238 • 501(c)3
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
10th percentile
Higher debt load relative to revenue than 10% of similar nonprofits.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer or executive compensation is available for this organization yet.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$54,405,315
Up $6,156,002 (+13%) from 2012
Liabilities
Up$27,418
Up $11,519 (+72%) from 2012
Net Assets
Up$54,377,897
Up $6,144,483 (+13%) from 2012
Revenue
$910,065
No earlier filing loaded for comparison.
Expenses
Down$2,713,445
Down $138,253 (-4.8%) from 2012
Net Income
-$1,803,380
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $54,405,315
- Liabilities
- $27,418
- Net assets
- $54,377,897
- Revenue
- $910,065
- Expenses
- $2,713,445
- Net income
- -$1,803,380
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2012 to Jun 30, 2013
- Signed
- Mar 11, 2014
- Return Version
- 2012v2.1
- Gross Receipts
- $4,570,704
Filing and Contact Details
Filer
- EIN
- 39-6043238
Raw XML AppendixShowing 400 of 512 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.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE IN THE FULFILLMENT OF ITS EDUCATIONAL PURPOSES. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 2100 W FAIRY CHASM ROAD |
| IRS990/AddressPrincipalOfficerUS/City | 0 | MILWAUKEE |
| IRS990/AddressPrincipalOfficerUS/State | 0 | WI |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 53217 |
| IRS990/AllOtherContributions | 0 | 1021587 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 1 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 1021587 |
| IRS990/ContributionsGrantsPriorYear | 0 | 2929601 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 1 |
| IRS990/DelegationOfManagementDuties | 0 | 1 |
| IRS990/DescribedIn501C3 | 0 | 1 |
| IRS990/Description | 0 | PAYMENTS TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/ExcessBenefitTransaction | 0 | 0 |
| IRS990/Expense | 0 | 2599358 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 6550 |
| IRS990/FeesForServicesAccounting/Total | 0 | 6550 |
| IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral | 0 | 102860 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 102860 |
| IRS990/FollowSFAS117 | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 2 | 5.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 9 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 10 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | JAMES D BELL |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | RENEE TYSON |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | LAURA FULLER |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | THOMAS FLORSHEIM |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | C FREDERICK GEILFUSS |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | DAVID LUBAR |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | LINDA MELLOWES |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | FREDERICK P STRATTON JR |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | WILLIAM WERNECKE JR |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | JAMES WIGDALE |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | MICHAEL ROTH |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 54664 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 284592 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 10 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionA/Title | 1 | SECRETARY/TREASURER |
| IRS990/Form990PartVIISectionA/Title | 2 | HEAD OF SCHOOL |
| IRS990/Form990PartVIISectionA/Title | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 10 | DIRECTOR |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementBoth | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/FundsToPayPremiums | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | -993795 |
| IRS990/Gaming | 0 | 0 |
| IRS990/Grants | 0 | 2599358 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 2599358 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 2739508 |
| IRS990/GrantsToDomesticOrgs/ProgramServices | 0 | 2599358 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 2599358 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 1 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 2666844 |
| IRS990/GrossReceipts | 0 | 4570704 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | -113822 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 879973 |
| IRS990/InvestmentIncomePriorYear | 0 | 884289 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 879973 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 99845 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 106687 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 46257873 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 53354250 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 3660639 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LobbyingActivities | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 1 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE IN THE FULFILLMENT OF ITS EDUCATIONAL PURPOSES. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | JAMES D BELL |
| IRS990/NbrIndependentVotingMembers | 0 | 11 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 11 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 11 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 48233414 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 54377897 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | -993795 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | -993795 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NoncashContributions | 0 | 733729 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 11 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c3 | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 358903 |
| IRS990/OtherAssetsTotal/EOY | 0 | 511387 |
| IRS990/OtherExpensePriorYear | 0 | 112190 |
| IRS990/OtherExpensesCurrentYear | 0 | 114087 |
| IRS990/OtherExpenses/Description | 0 | ANNUITY LIABILITY LOSS |
| IRS990/OtherExpenses/ManagementAndGeneral | 0 | 4677 |
| IRS990/OtherExpenses/Total | 0 | 4677 |
| IRS990/OtherLiabilities/BOY | 0 | 15899 |
| IRS990/OtherLiabilities/EOY | 0 | 27418 |
| IRS990/OtherRevenueCurrentYear | 0 | 2300 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | RECOVERY OF BAD DEBTS |
| IRS990/OtherRevenueMisc/ExclusionAmount | 0 | 2300 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 2300 |
| IRS990/OtherRevenuePriorYear | 0 | 2985 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PermanentlyRestrictedNetAssets/BOY | 0 | 10462199 |
| IRS990/PermanentlyRestrictedNetAssets/EOY | 0 | 10778847 |
| IRS990/PledgesAndGrantsReceivable/BOY | 0 | 110894 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 58212 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PremiumsPaid | 0 | 0 |
| IRS990/PriorExcessBenefitTransaction | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenueCY | 0 | 0 |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 0 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 1918 |
| IRS990/ReconcilationRevenueExpenses | 0 | -1803380 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 7945945 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | -1803380 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 965177 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 1421798 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 374779 |
| IRS990ScheduleA/CertificationCheckbox | 0 | X |
| IRS990ScheduleA/ContribBy35ControlledEntity | 0 | 0 |
| IRS990ScheduleA/ContribByControllingIndividual | 0 | 0 |
| IRS990ScheduleA/ContributionByRelatedParty | 0 | 0 |
| IRS990ScheduleA/SumOfAmounts | 0 | 2599358 |
| IRS990ScheduleA/SupportedOrgInformation/Amount | 0 | 2599358 |
| IRS990ScheduleA/SupportedOrgInformation/EIN | 0 | 396076442 |
| IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1 | 0 | UNIVERSITY SCHOOL OF MILWAUKEE |
| IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization | 0 | 2 |
| IRS990ScheduleA/SupportingOrg509a3Type1 | 0 | X |
| IRS990ScheduleA/SupportingOrganization509a3 | 0 | X |
| IRS990ScheduleA/TotalNumberOfSupportedOrgs | 0 | 1 |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990/ScheduleBRequired | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedEOYBalance | 0 | 0.38770 |
| IRS990ScheduleD/CurrentYear/AdministrativeExpenses | 0 | 6550 |
| IRS990ScheduleD/CurrentYear/BeginningOfYearBalance | 0 | 48233414 |
| IRS990ScheduleD/CurrentYear/Contributions | 0 | 1023505 |
| IRS990ScheduleD/CurrentYear/EndOfYearBalance | 0 | 54377897 |
| IRS990ScheduleD/CurrentYear/GrantsOrScholarships | 0 | 2597058 |
| IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses | 0 | 7724586 |
| IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses | 0 | 5825 |
| IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance | 0 | 47415156 |
| IRS990ScheduleD/CurrentYearMinus1Year/Contributions | 0 | 2930986 |
| IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance | 0 | 48233414 |
| IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships | 0 | 2748308 |
| IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses | 0 | 641405 |
| IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses | 0 | 6350 |
| IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance | 0 | 41064823 |
| IRS990ScheduleD/CurrentYearMinus2Years/Contributions | 0 | 323232 |
| IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance | 0 | 47415156 |
| IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships | 0 | 2682794 |
| IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses | 0 | 8716245 |
| IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses | 0 | 5280 |
| IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance | 0 | 38809222 |
| IRS990ScheduleD/CurrentYearMinus3Years/Contributions | 0 | 858957 |
| IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance | 0 | 41064823 |
| IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships | 0 | 2751928 |
| IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses | 0 | 4153852 |
| IRS990ScheduleD/CurrentYearMinus4Years/AdministrativeExpenses | 0 | 6200 |
| IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance | 0 | 53116783 |
| IRS990ScheduleD/CurrentYearMinus4Years/Contributions | 0 | 126730 |
| IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance | 0 | 38809222 |
| IRS990ScheduleD/CurrentYearMinus4Years/GrantsOrScholarships | 0 | 2797991 |
| IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses | 0 | -11630100 |
| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 109837 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 2603608 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | ENDOWMENT FUNDS ARE INVESTED FOR THE LONG-TERM, CREATING A PERMANENT SOURCE OF FUNDING FOR ONGOING PRIORITIES, SUCH AS FINANCIAL AID, FACULTY AND STAFF SUPPORT, AND FACILITIES MAINTENANCE. ONLY A PORTION OF THE INCOME EARNED ANNUALLY IS USED TO SUPPORT THESE PRIORITIES. THE BALANCE OF THE EARNING IS CHANNELED BACK INTO THE FUND, SO THAT THE ENDOWMENT CONTINUES TO GROW OVERTIME. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 1 | THE ORGANIZATION RECOGNIZES THE BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2013 AND 2012. FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 2 | NET CHANGE IN THE FUTURE VALUE OF PLEDGES RECEIVABLE 1,918. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 3 | INVESTMENT EXPENSES 102,860. RECOVERY OF BAD DEBTS 2,300. ANNUITY LIABILITY LOSS 4,677. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 4 | INVESTMENT EXPENSES 102,860. RECOVERY OF BAD DEBTS 2,300. ANNUITY LIABILITY LOSS 4,677. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 2 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 3 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 4 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 1 | PART X, LINE 2: |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 7945945 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | 109837 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 27418 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | ANNUITY GIFTS PAYABLE |
| IRS990ScheduleD/OtherRevenues | 0 | 1918 |
| IRS990ScheduleD/OtherRevenuesNotIncluded | 0 | 109837 |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 0.41410 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 7947863 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 109837 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 800228 |
| IRS990ScheduleD/TermEndowmentEOYBalance | 0 | 0.19820 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 2713445 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 27418 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 910065 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 2603608 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 8748091 |
| IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1 | 0 | 2100 W FAIRY CHASM ROAD |
| IRS990ScheduleI/RecipientTable/AddressUS/City | 0 | MILWAUKEE |
| IRS990ScheduleI/RecipientTable/AddressUS/State | 0 | WI |
| IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode | 0 | 53217 |
| IRS990ScheduleI/RecipientTable/AmountOfCashGrant | 0 | 2599358 |
| IRS990ScheduleI/RecipientTable/EINOfRecipient | 0 | 396076442 |
| IRS990ScheduleI/RecipientTable/IRCSection | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrant | 0 | SUPPORT FOR THE OPERATION OF THE UNIVERSITY SCHOOL OF MILWAUKEE |
| IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine1 | 0 | UNIVERSITY SCHOOL OF MILWAUKEE |
| IRS990ScheduleI/RecordsMaintained | 0 | 1 |
| IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants | 0 | 1 |
| IRS990ScheduleI/TotalNbrOfOtherOrganizations | 0 | 0 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 284592 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 15270 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | LAURA FULLER |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 39394 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | HEAD OF SCHOOL |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 339256 |
| IRS990ScheduleJ/InitialContractException | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleM/AnyPropertyThatMustBeHeld | 0 | 0 |
| IRS990ScheduleM/Form990ScheduleMPartII/Explanation | 0 | BROKERS ARE USED TO SELL STOCKS RECEIVED |
| IRS990ScheduleM/Form990ScheduleMPartII/Identifier | 0 | THIRD PARTY USE: |
| IRS990ScheduleM/Form990ScheduleMPartII/ReturnReference | 0 | PART I, LINE 32B: |
| IRS990ScheduleM/ReviewProcessUnusualNCGifts | 0 | 1 |
| IRS990ScheduleM/SecuritiesPubliclyTraded/MethodOfDeterminingRevenues | 0 | SELLING PRICE |
| IRS990ScheduleM/SecuritiesPubliclyTraded/NonCashCheckbox | 0 | X |
| IRS990ScheduleM/SecuritiesPubliclyTraded/NoncashContribsRptdF990 | 0 | 733729 |
| IRS990ScheduleM/SecuritiesPubliclyTraded/NumberOfContributions | 0 | 4 |
| IRS990ScheduleM/ThirdPartiesUsed | 0 | 1 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE ENDOWMENT FUND DOES NOT RETAIN ANY EMPLOYEES; THEREFORE, THE ADMINISTRATIVE DUTIES OF THE ENDOWMENT FUND ARE PERFORMED BY THE UNIVERSITY SCHOOL OF MILWAUKEE'S STAFF. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | IT IS THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY IN WRITING, THE BOARD'S COMMITTEE ON TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE COMMITTEE CAN PROVIDE GUIDANCE AND TAKE ACTION AS IT DEEMS APPROPRIATE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | NET CHANGE IN THE FUTURE VALUE OF PLEDGES RECEIVABLE 1,918. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART XI, LINE 9: |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/DividendsRelatedOrganization | 0 | 0 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 2100 W FAIRY CHASM ROAD |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | MILWAUKEE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | WI |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 53217 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 396076442 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | WI |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.