2025-06-05T13:18:41-05:00 2024-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-01-01 814467434 EDUCATION FOUNDATION OF NEW BERLIN INC EDUC 2627896245 4333 S SUNNYSLOPE RD NEW BERLIN WI 53151 JULIE CORDERO DIRECTOR 2627896245 2025-06-02 1 1 GREG APOLLO P01449228 4142717800 2024 2025-03-06 01:10:19Z JULIE CORDERO 4333 S SUNNYSLOPE ROAD NEW BERLIN WI 53151 715550 0 X HTTPS://WW.EFNB.ORG/ X 2018 WI TO SUPPORT AND STRENGTHEN EXCELLENCE IN EDUCATION, ATHLETICS AND EXTRA-CURRICULARS THROUGHOUT THE DISTRICT. 6 6 0 100 0 0 179508 625998 0 46000 2087 6657 91940 18990 273535 697645 138236 585617 0 0 0 0 0 0 6722 86595 18796 224831 604413 48704 93232 203987 241238 5000 25236 198987 216002 TO SUPPORT AND STRENGTHEN EXCELLENCE IN EDUCATION, ATHLETICS AND EXTRA-CURRICULARS THROUGHOUT THE DISTRICT. 0 0 546847 546847 0 GRANTS - TO SUPPORT DISTRICT INITIATIVES ABOVE AND BEYOND REGULAR PROGRAMMING FOR ALL DISTRICT SCHOOLS TO PREPARE STUDENTS FOR A SUCCESSFUL FUTURE. 38770 38770 0 GRANTS AND SCHOLARSHIPS TO WCCF - HELP WITH COLLEGE TUITION, BOOKS OR EDUCATION FEES ASSOCIATED WITH EDUCATION BEYOND HIGH SCHOOL. 53157 53157 585617 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JULIE CORDERO 2627896245 4333 S SUNNYSLOPE ROAD NEW BERLIN WI 53151 JULIE CORDERO DIRECTOR 32.00 8.00 X X 0 76055 14385 GUY COUILLARD PRESIDENT 1.00 X X 0 0 0 CHUCK STADLER TREASURER 1.00 X X 0 0 0 KEVIN HANSON SECRETARY 1.00 X X 0 0 0 ROBERT BRENTON DIRECTOR 1.00 X 0 0 0 CAROLINE HAEBIG DIRECTOR 1.00 X 0 0 0 MATT NEWMAN DIRECTOR 1.00 X 0 0 0 0 76055 14385 0 0 0 0 0 34489 12500 579009 490611 625998 COMMUNITY EVENT SALES 900099 46000 46000 46000 1489 1489 5168 0 5168 5168 5168 29738 34489 17905 11833 11833 MISCELLANEOUS 900099 7157 7157 7157 697645 53157 0 18490 585617 585617 5369 5369 858 858 1000 1000 1572 995 577 2307 2307 180 180 3186 3186 DUES & FEES 3728 204 3524 OTHER MISCELLANEOUS 314 314 TAXES & LICENSES 282 282 604413 585617 12074 6722 62056 13222 116603 15000 2000 2225 295 1720 141636 90468 203987 241238 3000 2000 4750 20486 5000 25236 X 198987 137921 78081 198987 216002 203987 241238 93232 1798 -78015 0 X X 0 1 X 1 0 X 229953 295572 184176 709701 62189 62189 91990 91990 229953 295572 338355 863880 0 0 0 863880 91 855 1489 2435 91 855 1489 2435 230044 296427 339844 866315 0.99720 0.99820 0.00280 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 141636 64378 6121 2107 119301 259 90468 73288 72601 10022 14275 141636 76985 -697 3000 73288 0.37650 0.62350 1 0 0 COMMUNITY FOUNDATION 90468 F 90468 X 794254 1798 91991 93789 700465 858 -3678 -2820 697645 699224 91991 3678 95669 603555 858 858 604413 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT FOR CONCESSIONS ACTIVITY AT THE DISTRICT LOCATIONS. PART V, LINE 4: THE INTENDED USE IS FOR THE BETTERMENT OF THE STUDENTS AND COMMUNITY OF NEW BERLIN. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE FOUNDATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE FOUNDATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE FOUNDATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. THE FOUNDATION DOES NOT ANTICIPATE ANY INCOME TAX LIABILITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: INCIDENTAL FUNDRAISING EXPENSES -3,678. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCIDENTAL FUNDRAISING EXPENSES 3,678. TOAST TO EDUCATION 64227 34489 29738 14227 3678 64227 34489 29738 14227 3678 17905 11833 1 SCHOOL DISTRICT OF NEW BERLIN 4333 S SUNNYSLOPE ROAD NEW BERLIN WI 53151 396031390 SCHOOL DISTRICT 528515 0 DISTRICT ASSISTANCE WAUKESHA COUNTY COMMUNITY FOUNDATION 2727 N GRANDVIEW BLVD SUITE 301 WAUKESHA WI 53188 361969122 501C3 36663 0 SCHOLARSHIPS 2 0 PART I, LINE 2: THE FOUNDATION MONITORS STUDENTS THAT APPLY FOR SCHOLARSHIPS THROUGH WCCF. THE SCHOOL DISTRICT MUST REQUEST FUNDS AND DISTRIBUTIONS ARE REQUIRED TO GO THROUGH THE APPROVAL PROCESS. X 1 485611 FMV X 1 5000 FMV 0 0 1 PART I, LINE 32B: THE FOUNDATION USES BAIRD TO PROCESS AND SELL STOCK DONATIONS. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS ALLOW FOR THE SCHOOL DISTRICT OF NEW BERLIN'S SUPERINTENDENT TO APPOINT 3 MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED 990 IS REVIEWED BY MANAGEMENT AND THE TREASURER BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED YEARLY AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: PER WISCONSIN REQUIREMENTS, THE FOUNDATION CHANGED FROM CASH BASIS TO ACCRUAL BASIS IN 2024. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. PART XI LINE 8 A PRIOR PERIOD ADJUSTMENT WAS REQUIRED FOR THE IMPLEMENTATION OF FASB 136 "TRANSFER OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS". NEW BERLIN SCHOOL DISTRICT 4333 S SUNNYSLOPE RD NEW BERLIN WI 53151 396031390 SCHOOL DISTRICT WI 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SCHOOL DISTRICT OF NEW BERLIN B 528515 FMV SCHOOL DISTRICT OF NEW BERLIN O 81526 FMV