2025-10-17T16:39:13-05:00 2025-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-07-01 391861906 TAMARACK WALDORF SCHOOL INC TAMA 4142770009 1150 E BRADY STREET MILWAUKEE WI 53202 MAGGIE HERBST PRESIDENT 4142770009 2025-10-17 1 1 KATY L SOMMER P00273273 4142711451 2025-10-13 2024 2025-03-06 01:10:19Z MAGGIE HERBST 1150 E BRADY STREET MILWAUKEE WI 53202 2333473 0 X WWW.TAMARACKWALDORF.ORG X 1997 WI TO PROVIDE AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A STRONG SENSE OF SOCIAL RESPONSIBILITY 9 8 80 9 0 0 32431 70254 2096390 2235600 21624 23128 -2492 -746 2147953 2328236 0 0 0 0 1452127 1717223 0 0 18023 532356 539244 1984483 2256467 163470 71769 2119175 2125057 1380448 1314561 738727 810496 TO PROVIDE AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A STRONG SENSE OF SOCIAL RESPONSIBILITY 0 0 1918030 2235600 THE ORGANIZATION OPERATED TAMARACK WALDORF SCHOOL IN MILWAUKEE, WISCONSIN. THE SCHOOL PROVIDES AN EARLY CHILDHOOD THROUGH 8TH GRADE WALDORF EDUCATION TO DEVELOP INDEPENDENT, CRITICAL THINKERS WITH A STRONG SENSE OF SOCIAL RESPONSIBILITY. 1918030 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LORA POULOS 4142770009 1150 E BRADY ST MILWAUKEE WI 53202 LEAH HUNTER FINANCIAL ADMINISTRATOR 40.00 X 34040 0 0 LORA POULOS ADMINISTRATOR 40.00 X 55883 0 0 MAGGIE HERBST PRESIDENT 3.00 X X 0 0 0 JARED LEVISEN SECRETARY 5.00 X X 0 0 0 MICHELLE SKELTON TREASURER 3.00 X X 0 0 0 JOE FRANSEE DIRECTOR 3.00 X 0 0 0 RACHEL KENISON DIRECTOR 3.00 X 0 0 0 DAN KRAUSE DIRECTOR 3.00 X 0 0 0 RYAN PRINCER DIRECTOR 3.00 X 0 0 0 JAIMMIE STUGARD DIRECTOR 3.00 X 0 0 0 89923 0 0 0 0 0 0 0 70254 70254 TUITION - SCHOOL CHOIC 900099 1876125 1876125 TUITION - PRIVATE 900099 281321 281321 OTHER SCHOOL FEES AND 900099 78154 78154 2235600 23128 23128 4491 5237 -746 -746 2328236 2235600 0 22382 101471 101471 1331128 1271722 48388 11018 175164 149961 25203 109460 96306 12156 998 31425 31425 37598 36513 1085 36636 36636 19923 19923 164415 146329 16442 1644 5733 5733 24258 22269 1808 181 28965 20559 8274 132 MAINTENANCE 54202 48240 5420 542 CLASSROOM SUPPLIES AND 51765 51765 DUES AND MEMBERSHIPS 28031 28031 FIELD TRIPS 15750 15750 40543 32960 4075 3508 2256467 1918030 320414 18023 21562 94135 759182 766431 15122 17744 21082 27738 154468 62091 88248 92377 1213979 1126632 2119175 2125057 76479 109161 43867 21582 1260102 1183818 1380448 1314561 X 738727 799996 10500 738727 810496 2119175 2125057 71769 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74768 36667 38101 79700 25424 54276 92377 RIGHT OF USE ASSET - OPERATING 1102135 RIGHT OF USE ASSET - FINANCING 24497 1126632 LEASE LIABILITIES - OPERATING 1158453 LEASE LIABILITIES - FINANCING 25365 1183818 X 2328236 0 2328236 0 2328236 2256467 0 2256467 0 2256467 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2025, THE SCHOOL HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE SCHOOL DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 INCLUDED IN PUBLICITY MATERIALS. THE SCHOOL PARTICIPATES IN THE MILWAUKEE PARENTAL CHOICE PROGRAM WHICH REQUIRES A RACIAL NONDISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6 THE SCHOOL PARTICIPATES IN THE MILWAUKEE PARENTAL CHOICE PROGRAM. AS SUCH, QUALIFYING FAMILIES RECEIVE TUITION VOUCHER PAYMENTS FROM THE STATE OF WISCONSIN, DEPARTMENT OF PUBLIC INSTRUCTION. THE VOUCHERS ARE PAID TO THE SCHOOL FOR THE STUDENT'S TUITION. TO QUALIFY, THE STUDENTS MUST COME FROM LOW INCOME FAMILIES RESIDING IN THE CITY OF MILWAUKEE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 AND SUPPORTING SCHEDULES IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED AND UPDATED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR/ADMINISTRATOR IS ON THE SAME SALARY SCALE AS CLASSROOM TEACHERS. THIS IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES ANNUALLY. NON-EMPLOYEE BOARD MEMBERS SERVE AS VOLUNTEERS AND RECEIVE NO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND RELATED SCHEDULES AND INFORMATION IS AVAILABLE ON REQUEST FROM THE SCHOOL OFFICE DURING NORMAL BUSINESS HOURS.