UNIVERSITY LAKE SCHOOL INC

EIN: 390942763 501(c)(3) Education

HARTLAND, WI

Total Revenue
$15,355,556
Total Expenses
$9,294,039
Total Assets
$26,844,254
Net Assets
$24,535,440
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
WI
Principal Officer
JOHN GRINER
Phone
2623676011
Tax Period
2024-07-01 to 2025-06-30

UNIVERSITY LAKE SCHOOL INC, founded in 1956, is a mid-sized nonprofit in the Education sector that reported $15.4M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $6.1M, a strong 39% operating margin.

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 UNIQUE AND RIGOROUS CURRICULUM CHALLENGES LEARNERS 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,820,356
Program Service Revenue $6,263,291
Investment Income $1,036,688
Other Revenue $235,221
TOTAL REVENUE $15,355,556

Expense Breakdown

Grants Paid $1,947,905
Salaries & Benefits $4,863,448
Fundraising Expenses $421,704
Program Expenses $7,916,833
Other Expenses $2,482,686
TOTAL EXPENSES $9,294,039

Year-over-Year Comparison

2024 2023 Change
Revenue $15,355,556 $16,525,905 -0.1%
Expenses $9,294,039 $8,301,394 +0.1%
Net Income $6,061,517 $8,224,511 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
11
Independent Members
11
Employees
111
Volunteers
350

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$415,732
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN GRINER BOARD CHAIR 5.00
Officer Director
$0 $0 $0
HOLLY MYHRE SECRETARY 2.00
Officer Director
$0 $0 $0
ADAM RIX TRUSTEE / EMERITUS 1.00
Director
$0 $0 $0
JEFF BIERSACH TRUSTEE 1.00
Director
$0 $0 $0
MCKENNA BRYANT TRUSTEE (THRU SEP 2024) 1.00
Director
$0 $0 $0
PETE DOLAN TRUSTEE 1.00
Director
$0 $0 $0
ARNAUD HOUNDEGLA TRUSTEE 1.00
Director
$0 $0 $0
ALEX INMAN TRUSTEE 1.00
Director
$0 $0 $0
ROBERT MLYNAREK TRUSTEE 1.00
Director
$0 $0 $0
JOHN O'HORO TRUSTEE 1.00
Director
$0 $0 $0
SAM RICHARDS TRUSTEE 1.00
Director
$0 $0 $0
JOAN SHAFER TRUSTEE (THRU JUNE 2025) 1.00
Director
$0 $0 $0
MIKE SOLEY JR TRUSTEE 1.00
Director
$0 $0 $0
MARGARET TACKES TRUSTEE (THRU JUNE 2025) 1.00
Director
$0 $0 $0
JOHN DEWIS HEAD OF SCHOOL (THRU JUNE 2025) 50.00
Officer
$235,510 $32,545 $268,055
MELISSA BENSON CHIEF FINANCIAL OFFICER 50.00
Officer
$134,353 $13,324 $147,677
STACY SYNOLD SCHOOL DIVISION HEAD 50.00
Highest
$106,120 $270 $106,390
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $15,355,556 $9,294,039 $26,844,254 $6,061,517
2024 $16,525,905 $8,301,394 $20,092,918 $8,224,511
2023 $7,534,832 $7,665,776 $11,881,656 $-130,944
2022 $7,244,487 $7,245,624 $11,416,364 $-1,137
2021 $7,209,349 $6,790,364 $13,151,982 $418,985
2020 $6,441,454 $6,919,896 $12,018,388 $-478,442
2019 $7,168,104 $6,982,621 $12,326,866 $185,483
2018 $6,174,012 $6,764,701 $11,646,623 $-590,689
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UNIVERSITY LAKE SCHOOL INC with other nonprofits in Wisconsin and across the country.