Nonprofit · EIN 39-0942763
UNIVERSITY LAKE SCHOOL INC
Tax-exempt · HARTLAND, WI 53029
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,355,556 | $9,294,039 | $6,061,517 | $26,844,254 | $2,308,814 | $24,535,440 |
| June 30, 2024 | 990 | $16,525,905 | $8,301,394 | $8,224,511 | $20,092,918 | $1,966,376 | $18,126,542 |
| June 30, 2023 | 990 | $7,534,832 | $7,665,776 | -$130,944 | $11,881,656 | $2,019,522 | $9,862,134 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,820,356
- Program service revenue
- $6,263,291
- Investment income
- $1,036,688
- Net gain from sales of assets
- $125,235
- Net income from fundraising events
- $33,459
- Other revenue
- $235,221
Expenses
- Grants and similar amounts paid
- $1,947,905
- Compensation of officers, directors and key employees
- $413,000
- Other salaries and wages
- $3,685,595
- Salaries, compensation and benefits (total)
- $4,863,448
- Professional fundraising fees
- $0
- Legal fees
- $11,542
- Accounting fees
- $29,900
- Occupancy
- $721,349
- Travel
- $3,852
- Depreciation
- $557,037
- Program services (functional)
- $7,916,833
- Management and general (functional)
- $955,502
- Fundraising (functional)
- $421,704
Balance sheet and other
- Total assets, start of year
- $20,092,918
- Total assets, end of year
- $26,844,254
- Total liabilities, end of year
- $2,308,814
- Net assets, end of year
- $24,535,440
- Land, buildings and equipment
- $5,666,430
- Publicly traded securities
- $19,847,929
- Net assets without donor restrictions
- $5,355,484
- Net assets with donor restrictions
- $19,179,956
- Gross receipts
- $19,212,108
- Employees
- 111
- Volunteers
- 350
- Year formed
- 1956
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN DEWIS | HEAD OF SCHOOL (THRU JUNE 2025) Officer | 50 | $235,510 | $32,545 |
| MELISSA BENSON | CHIEF FINANCIAL OFFICER Officer | 50 | $134,353 | $13,324 |
| STACY SYNOLD | SCHOOL DIVISION HEAD Highest-paid employee | 50 | $106,120 | $270 |
| JOHN GRINER | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| HOLLY MYHRE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ADAM RIX | TRUSTEE / EMERITUS Trustee or director | 1 | $0 | $0 |
| JEFF BIERSACH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MCKENNA BRYANT | TRUSTEE (THRU SEP 2024) Trustee or director | 1 | $0 | $0 |
| PETE DOLAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ARNAUD HOUNDEGLA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEX INMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT MLYNAREK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN O'HORO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAM RICHARDS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOAN SHAFER | TRUSTEE (THRU JUNE 2025) Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE SOLEY JR | TRUSTEE Trustee or director | 1 | $0 |
| MARGARET TACKES | TRUSTEE (THRU JUNE 2025) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN DEWIS | HEAD OF SCHOOL Officer | 50 | $200,848 | $53,817 |
| MELISSA BENSON | CHIEF FINANCIAL OFFICER Officer | 50 | $123,900 | $34,662 |
| GREG PLOCH | TREASURER (THRU JUNE 2024) Trustee or director, Officer | 1 | $0 | $0 |
| HOLLY MYHRE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MCKENNA BRYANT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN GRINER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEX INMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ARNAUD HOUNDEGLA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT MLYNAREK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN O'HORO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOAN SHAFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE SOLEY JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET TACKES | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA BENSON | CHIEF FINANCIAL OFFICER Officer | 40 | $116,185 | $26,696 |
| JOHN DEWIS | HEAD OF SCHOOL (FROM JULY 2022) Officer | 40 | $93,826 | $16,505 |
| ADAM RIX | PRESIDENT (THRU JUNE 2023) Trustee or director, Officer | 5 | $0 | $0 |
| GREG PLOCH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HOLLY MYHRE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MCKENNA BRYANT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REBECCA GALLAGHER | TRUSTEE (THRU JUNE 2023) Trustee or director | 1 | $0 | $0 |
| SCOTT GASS | TRUSTEE (THRU JUNE 2023) Trustee or director | 1 | $0 | $0 |
| JOHN GRINER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEX INMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY LAMACCHIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN O'HORO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOAN SHAFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE SOLEY JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN STARK | TRUSTEE (THRU APRIL 2023) Trustee or director | 1 | $0 | $0 |
| MARGARET TACKES | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4024 NAGAWICKA RD, HARTLAND, WI 53029-9363
- Principal officer (990 for 2024)
- JOHN GRINER, 4024 NAGAWICKA RD, HARTLAND, WI 53029
- Signed the 990
- JOHN GRINER, PRESIDENT
- Phone
- (262) 367-6011
- Website
- WWW.UNIVERSITYLAKE.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
UNIVERSITY LAKE SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT DELIVERS AN INCOMPARABLE EDUCATION DRIVEN BY HIGH STANDARDS AND A UNIQUE APPROACH TO LEARNING. OUR DYNAMIC AND RIGOROUS CURRICULUM CHALLENGES THE WHOLE STUDENT BY INTEGRATING INNOVATIVE ACADEMIC, LEADERSHIP, ATHLETIC, ARTISTIC, AND SERVICE LEARNING EXPERIENCES WITHIN A VIBRANT AND JOYFUL COMMUNITY. WE INSPIRE: INTELLECTUAL CURIOSITY, ORIGINAL THINKING, PERSONAL INTEGRITY, AND CHARACTER THROUGH SERVICE.
Program accomplishments
- INSTRUCTION & STUDENT ACTIVITIES: THIS PAST YEAR, ULS PROVIDED OVER 300 STUDENTS WITH A RIGOROUS YET WELL-ROUNDED EDUCATION THAT BLENDS STRONG ACADEMICS, FINE ARTS, ATHLETICS, LEADERSHIP, LANGUAGE, AND OUTDOOR EXPERIENCES. OUR CURRICULUM FOSTERS CRITICAL THINKING AND LEADERSHIP, WHILE STUDENTS DEVELOP A GLOBAL PERSPECTIVE THROUGH DIVERSE EXPERIENCES. GRADUATES MOVE FORWARD AS WELL-PREPARED, COMPASSIONATE GLOBAL CITIZENS, READY FOR SUCCESS IN COLLEGE AND LIFE.Expenses $5,299,599 · revenue $6,203,390
- FINANCIAL AID AND DISCOUNTS - THE SCHOOL INDEXED TUITION MODEL ALLOWS FOR FAMILIES TO MAKE THE INVESTMENT IN THEIR CHILD'S EDUCATION IN A WAY THAT IS MEANINGFUL AND ATTAINABLE FOR THEIR CIRCUMSTANCES. APPROXIMATELY 116 STUDENTS WERE SERVED BY THIS PROGRAM. THE PROGRAMS ARE NON-DISCRIMINATORY AND IN FACT ALLOW A BROAD RANGE OF STUDENTS WITH DIVERSE BACKGROUNDS AND EXPERIENCES TO ATTEND ULS.Expenses $1,947,905 · grants $1,947,905
- CONSUMABLE EDUCATIONAL MATERIALS, EXPERIENCES, OFF-CAMPUS AND ON-CAMPUS LEADERSHIP EXCURSIONS, FIELD TRIPS, ARTISTIC AND ATHLETIC ITEMS USED BY THE FACULTY AND STUDENTS IN SUPPORT OF THE MISSION.Expenses $669,329 · revenue $59,901
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0942763
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $26,844,254
- Income (IRS master file)
- $19,212,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,355,556 | $9,294,039 | $26,844,254 | XML |
| 990 | June 2024 | $16,525,905 | $8,301,394 | $20,092,918 | XML |
| 990 | June 2023 | $7,534,832 | $7,665,776 | $11,881,656 | XML |
| 990 | June 2022 | $7,244,487 | $7,245,624 | $11,416,364 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0942763).
Questions about UNIVERSITY LAKE SCHOOL INC
- What is the EIN of UNIVERSITY LAKE SCHOOL INC?
- The employer identification number (EIN) of UNIVERSITY LAKE SCHOOL INC is 39-0942763.
- Is UNIVERSITY LAKE SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to UNIVERSITY LAKE SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY LAKE SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY LAKE SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY LAKE SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY LAKE SCHOOL INC?
- The 990 for the year ended June 30, 2025 names JOHN GRINER.
- Who are the officers and directors of UNIVERSITY LAKE SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 3 received compensation from the organization, the highest $235,510 (JOHN DEWIS, HEAD OF SCHOOL (THRU JUNE 2025)).
- How much revenue does UNIVERSITY LAKE SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,355,556, expenses of $9,294,039 and total assets of $26,844,254 at year end.
Other nonprofits in HARTLAND
- SWALLOW EDUCATION FOUNDATION INC EIN 26-3578788 · last filed 990-EZ for 2025
- ARROWHEAD SCHOLARSHIP FUND INC EIN 51-0453773 · last filed 990-EZ for 2025
- ARROWHEAD HIGH SCHOOL ENDOWMENT FUND INC EIN 20-1975746 · last filed 990-PF for 2025
- NORTH LAKE EDUCATION FOUNDATION INCORPORATED EIN 85-2692267 · last filed 990-PF for 2025
- STACEY ELIZABETH MAYER FOUNDATION INC EIN 26-1608957 · last filed 990-PF for 2025
- TRISTATE THORACIC SOCIETY EIN 05-0583382 · last filed 990-EZ for 2025
- HARTLAND-LAKESIDE EDUCATION FOUNDATION EIN 84-1692597 · last filed 990-EZ for 2025
- LAKE COUNTRY PARENT TEACHER ORGANIZATION INC EIN 20-1578749 · last filed 990-N for 2025