UNIVERSITY SCHOOL OF MILWAUKEE ENDOWMENT FUND

Address
2100 W FAIRY CHASM ROAD
MILWAUKEE, WI 53217
Contact
Website: http://www.usmk12.org
Phone: +1 (414) 352-6000
Nonprofit
NTEE: B114 - Education
EIN: 39-6043238

Mission

TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE IN THE FULFILLMENT OF ITS EDUCATIONAL PURPOSES.
 20132012201120102009
Basic features of the organization
Year of formation1946
Metropolitan statistical area5082
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00  
Number of employees0000 
Number of people compensated >$100k0000 
Number of volunteers11000 
Personnel
Bell, James
TitleCHAIRMANCHAIRMANCHAIRMANChairman 
Name of key/compensated personJAMES D BELLJAMES D BELLJAMES D BELLJames D Bell 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Florsheim, Thomas
TitleDIRECTOR  Ex Officio-President USM 
Name of key/compensated personTHOMAS FLORSHEIM  Thomas Florsheim Jr 
Position of compensated person
Current individual trustee or directorTrue  True 
Average hours per week working for org1.00  1.00 
Reportable compensation from org$0.00  $0.00 
Other comp, non-reportable, from org and related orgs$0.00  $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00 
Fuller, Laura
TitleHEAD OF SCHOOLHEAD OF SCHOOL   
Name of key/compensated personLAURA FULLERLAURA FULLER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$54,664.00$30,740.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $284,592.00$140,576.00   
Geilfuss, C
TitleDIRECTORDIRECTORDIRECTORDirector 
Name of key/compensated personC FREDERICK GEILFUSSC FREDERICK GEILFUSSC FREDERICK GEILFUSSC Frederick Geilfuss 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Ghory, Ward
Title FORMER HEAD OF SCHOOL - USMEX OFFICIO-PRESIDENT USMEx Officio-Head of Schoo 
Name of key/compensated person WARD J GHORYWARD J GHORYWard J Ghory 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $14,700.00$14,700.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $258,910.00$300,833.00$0.00 
J, Frederick
Title   Director 
Name of key/compensated person   Frederick P Stratton J 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Lubar, David
TitleDIRECTOR    
Name of key/compensated personDAVID LUBAR    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Mellowes, Linda
TitleDIRECTORDIRECTORDIRECTORDirector 
Name of key/compensated personLINDA MELLOWESLINDA MELLOWESLINDA MELLOWESLinda Mellowes 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Roth, Michael
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personMICHAEL ROTHMICHAEL ROTHMICHAEL ROTH  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Stratton, Frederick
TitleDIRECTORDIRECTORDIRECTOR  
Name of key/compensated personFREDERICK P STRATTON JRFREDERICK P STRATTON JRFREDERICK P STRATTON JR  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Tyson, Renee
TitleSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREASURERSecretary/Treasurer 
Name of key/compensated personRENEE TYSONRENEE TYSONRENEE TYSONRenee Tyson 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Current officerTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Uihlein, Julia
Title DIRECTORDIRECTORDirector 
Name of key/compensated person JULIA A UIHLEINJULIA A UIHLEINJulia Uihlein 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Wernecke, William
TitleDIRECTORDIRECTORDIRECTORDirector 
Name of key/compensated personWILLIAM WERNECKE JRWILLIAM WERNECKE JRWILLIAM WERNECKE JRWilliam Wernecke Jr 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Wigdale, James
TitleDIRECTORDIRECTORDIRECTORDirector 
Name of key/compensated personJAMES WIGDALEJAMES WIGDALEJAMES WIGDALEJames Wigdale 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE IN THE FULFILLMENT OF ITS EDUCATIONAL PURPOSES.TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE IN THE FULFILLMENT OF ITS EDUCATIONAL PURPOSES.TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE IN THE FULFILLMENT OF ITS EDUCATIONAL PURPOSES.To support the University School of Milwaukee in the Fulfillment of its Educational Purposes. 
Program service expenses, total$2,599,358.00$2,739,508.00$2,682,794.00$2,751,929.00 
Programs, including revenue & expenses
PAYMENTS TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEE
Program expenses$2,599,358.00$2,739,508.00$2,682,794.00$2,751,929.00 
Grants and allocations made$2,599,358.00$2,739,508.00$2,682,794.00$2,751,929.00 
Program revenue $0.00$0.00  
Program descriptionPAYMENTS TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEEPAYMENTS TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEEPAYMENTS TO SUPPORT THE UNIVERSITY SCHOOL OF MILWAUKEEPayments to support the University School of Milwaukee 
Financial data
Revenue
Total revenue$910,065.00$3,816,875.00$1,268,065.00$1,433,688.00 
Revenue from contributions (total)$1,021,587.00$2,929,601.00$319,841.00$865,593.00$116,607.00
Revenue from noncash contributions$733,729.00$1,515,136.00   
Investment income, current yr-$113,822.00$884,289.00$932,700.00$570,173.00 
Total revenue from grants, etc., current yr$1,021,587.00$2,929,601.00$319,841.00$865,593.00 
Total unrelated business revenue$0.00$0.00$0.00$0.00 
Other revenue, current yr$2,300.00$2,985.00$15,524.00-$2,078.00 
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00 
Program service revenue (total)$0.00$0.00$0.00 $0.00
Gross receipts$4,570,704.00$6,075,483.00$1,268,065.00$1,598,625.00 
Sources of contributions
Revenue from all other contributions$1,021,587.00$2,929,601.00$319,841.00$865,593.00 
Other types of revenue
Miscellaneous revenue (total)$2,300.00$2,985.00$15,524.00-$2,078.00 
Income from dividends, interest, and similar investments$879,973.00$716,834.00$824,221.00$735,110.00 
Net rental income$0.00$0.00$0.00 $0.00
Expense categories (totals)
Total functional expenses: sum of all$2,713,445.00$2,851,698.00$2,787,042.00$2,851,012.00 
Total functional expenses: program service $2,599,358.00$2,739,508.00$2,682,794.00$2,751,929.00 
Total functional expenses: management and general$114,087.00$112,190.00$104,248.00$99,083.00 
Total functional expenses: fundraising$0.00$0.00$0.00$0.00 
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00 
General management fees (total)  $95,779.00$94,228.00 
Investment management fees (total)$102,860.00$97,565.00$2,119.00-$424.00 
Assets and liabilities
Total assets$54,405,315.00$48,249,313.00$47,505,470.00$41,087,162.00$38,834,461.00
Total assets, beginning of year$48,249,313.00$47,505,470.00$41,087,162.00$38,834,461.00 
Total liabilities$27,418.00$15,899.00$90,314.00$22,339.00$25,239.00
Total liabilities, beginning of year$15,899.00$90,314.00$22,339.00$25,239.00 
Pledges & accounts receivable, net$58,212.00$110,894.00$168,109.00$287,451.00 
Unrestricted net assets, end of yr$21,080,352.00$19,368,552.00$20,563,653.00$17,606,909.00 
Temporarily restricted net assets$22,518,698.00$18,402,663.00$17,418,174.00$14,400,327.00 
Permanently restricted net assets, end of yr$10,778,847.00$10,462,199.00$9,433,329.00$9,057,587.00 
Net assets$54,377,897.00$48,233,414.00$47,415,156.00$41,064,823.00 
Net assets, beginning of year$48,233,414.00$47,415,156.00$41,064,823.00$38,809,222.00 
Other liabilities$27,418.00$15,899.00$90,314.00$22,339.00 
Other assets$511,387.00$358,903.00$62,951.00$328,977.00 
Investments: other securities$106,687.00$99,845.00$100,190.00$87,776.00 
Investments: publicly traded securities$53,354,250.00$46,257,873.00$47,094,765.00$40,368,017.00 
Other financial variables
Revenue less expenses-$1,803,380.00$965,177.00-$1,518,977.00-$1,417,324.00 
Savings & temp cash investment$374,779.00$1,421,798.00$79,455.00$14,941.00 
Total net assets or fund balances$54,377,897.00$48,233,414.00$47,415,156.00$41,064,823.00 
Governance and accountability
Number of voting members11101010 
Number of independent voting members11999 
Financial sheets auditedTrueTrueTrueTrue 
Audited on both consolidated and separate basisTrue    
Accrual accountingTrueTrueTrueTrue 
Tax year start date2012-07-012011-07-012010-07-012009-07-01 
Tax year end date2013-06-012012-06-012011-06-012010-06-012009-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrue 
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990 
Date e-filing submitted2014-06-262013-03-062012-01-202011-02-16 
IRS schema version2012v2.12011v1.52010v3.42009v1.7 
Filing identifier201401329349303265201300459349300235201133549349300123201120319349300762 
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