2025-11-12T08:15:23-06:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 383695127 SCHOOL CHOICE WISCONSIN INC SCHO 4143199160 375 BISHOPS WAY 101 BROOKFIELD WI 53005 CAROL SHIRES VP OF OPERATIONS 4143199160 2025-11-11 1 0 X BRIDGETTE MUGGE P00671418 2627549400 2025-11-11 2024 2025-03-06 01:10:19Z CAROL SHIRES 375 BISHOPS WAY 101 BROOKFIELD WI 53005 1024071 0 X WWW.SCHOOLCHOICEWI.ORG X 2004 WI TO EDUCATE THE PUBLIC ABOUT THE IMPACT OF EDUCATIONAL CHOICES IN WISCONSIN. 9 9 7 30 0 0 1193896 960855 0 0 4162 3216 62000 60000 1260058 1024071 2874 3854 0 0 801263 596841 0 0 73465 803869 435174 1608006 1035869 -347948 -11798 235605 166091 125612 67896 109993 98195 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO EDUCATE THE PUBLIC ABOUT THE IMPACT OF EDUCATIONAL CHOICES IN WISCONSIN ON PARENTS, THE COMMUNITY, PUBLIC SCHOOLS, AND THE STATE OF WISCONSIN. SIGNIFICANT ACTIVITIES INCLUDE PUBLISHING A NEWSLETTER HIGHLIGHTING THE PARENTAL CHOICE PROGRAM, PREPARING AND PROVIDING RESEARCH AND OTHER PUBLICATIONS ABOUT EDUCATIONAL CHOICES, EDUCATING VISITORS ABOUT SCHOOL CHOICE, AND OTHER ACTIVITIES. 0 0 683478 60000 SCHOOL CHOICE WISCONSIN, INC. PRODUCED RESEARCH AND MAINTAINED A WEBSITE TO PROVIDE INFORMATION ON ALTERNATIVE EDUCATIONAL OPTIONS AVAILABLE TO ALMOST 58,000 LOW-INCOME CHILDREN AND PROVIDED INFORMATION TO ADMINISTRATORS AT SCHOOLS PARTICIPATING IN THE PRIVATE SCHOOL CHOICE PROGRAMS. 72840 3854 SCHOOL CHOICE WISCONSIN, INC. CONTINUED WITH ACTIVITIES FOR THE COMMUNITY EDUCATION PROGRAM, WHOSE GOAL IS TO BROADEN SUPPORT FOR SCHOOL CHOICE BY EXPLAINING THAT IT IS A VITAL COMMUNITY ASSET. PUBLISIHING A WEEKLY ELECTRONIC NEWLETTER, GET EDUCATED NOW, PROVIDES REGULAR UPDATES ON SCHOOL CHOICE AND SHARES THE BENEFITS OF SCHOOL CHOICE. IN-DEPTH RESEARCH PROVIDES THE FOUNDATION FOR THOUGHTFUL PROBLEM SOLVING TO GROW AND ENHANCE THE PROGRAM, WHILE OUTREACH DEVELOPS COMMUNITY AND SCHOOL RELATIONS. WITH THE CONTINUED EXPANSION OF SCHOOL CHOICE STATEWIDE, WE UTILIZED A COMMUNICATIONS AND MARKETING CAMPAIGN TO EDUCATE THE STATE'S PRIVATE SCHOOLS AND THE GENERAL PUBLIC ABOUT THE EDUCATIONAL CHOICE OPPORTUNITY THROUGHOUT WISCONSIN. 756318 1 1 0 0 0 0 0 0 0 0 1 0 0 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 1 0 0 0 1 6 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X CAROL SHIRES 4143199160 375 BISHOPS WAY 101 BROOKFIELD WI 53005 BRENDA WHITE CHAIR 1.00 1.00 X X 0 0 0 RICHARD LAABS TREASURER 1.00 1.00 X X 0 0 0 SUSAN MITCHELL SECRETARY 1.00 1.00 X X 0 0 0 PETER FARROW DIRECTOR 1.00 1.00 X 0 0 0 ANDREW NEUMANN DIRECTOR 1.00 1.00 X 0 0 0 JAMES KITZINGER DIRECTOR 1.00 1.00 X 0 0 0 NATHAN SCHWANZ DIRECTOR 1.00 1.00 X 0 0 0 HEATHER WEININGER DIRECTOR 1.00 1.00 X 0 0 0 CATE ZEUSKE DIRECTOR 1.00 1.00 X 0 0 0 NICHOLAS KELLY PRESIDENT 40.00 1.00 X 141523 0 2500 CAROL SHIRES VP OF OPERATIONS 40.00 1.00 X 109387 0 12072 250910 0 14572 2 0 0 0 0 400000 560855 960855 3216 3216 SHARED SERVICE REIMBUR 900099 60000 60000 60000 1024071 60000 0 3216 X 3854 3854 268081 119378 121895 26808 238327 193359 17973 26995 8900 8150 625 125 37865 36098 1233 534 43668 23176 10249 10243 2273 2273 238959 215200 23759 1761 1120 450 191 20884 13280 5390 2214 22726 14451 5812 2463 29512 18766 7548 3198 24552 24552 8013 8013 4631 2945 1185 501 4248 4248 PROGRAM AND PROJECT EXP 72840 72840 OTHER EXPENSES 2989 2989 EQUIPMENT MAINTENANCE 1786 1136 457 193 1035869 756318 206086 73465 7126 38076 16802 20016 106684 50250 33270 19340 6112 6646 45811 39403 11039 6408 54572 25355 235605 166091 70466 42060 55146 25836 125612 67896 X 4193 48195 105800 50000 109993 98195 235605 166091 -11798 0 X 0 1 X 1 0 X 1046205 1411807 760777 1193896 960855 5373540 1046205 1411807 760777 1193896 960855 5373540 3787100 1586440 219 239 450 4162 3216 8286 64990 60192 62000 60000 247182 5629008 0.28180 0.31680 X SCHOOL CHOICE WISCONSIN, INC. ("SCW"), A WISCONSIN NONSTOCK, NONPROFIT CORPORATION THAT IS RECOGNIZED AS EXEMPT FROM TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), DID NOT MEET THE PUBLIC SUPPORT PERCENTAGE FOR 2024, BUT RESPECTFULLY SUBMITS THAT IT MET THE "10%-FACTS-AND-CIRCUMSTANCES-TEST" FOR 2024 AND THUS, CONTINUES TO BE QUALIFIED AS A PUBLICLY SUPPORTED ORGANIZATION FOR THE FOLLOWING REASONS:1. CALCULATION OF PUBLIC SUPPORT PERCENTAGE. SCW ANTICIPATES THAT, OF THE TOTAL AMOUNT OF SUPPORT THAT IT WILL RECEIVE IN 2024, APPROXIMATELY 28% WILL QUALIFY AS PUBLIC SUPPORT. 2. CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM. SCW HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, OR PUBLIC CHARITIES. FUNDRAISING EFFORTS IN 2024 (DESCRIPTION): SCW DISTRIBUTED AN ELECTRONIC NEWSLETTER TO 2,400 SUBSCRIBERS THROUGHOUT THE STATE OF WISCONSIN. EACH NEWSLETTER PROMOTED SCW'S WORK IN SUPPORT OF SCHOOL CHOICE PROGRAMS, PRESENTED VARIOUS EDUCATIONAL OPPORTUNITIES, AND A DIRECT CALL TO ACTION TO SOLICIT NEW FUNDS. ADDITIONALLY, A YEAR END APPEAL HIGHLIGHTING THE ORGANIZATION'S ACTIVITIES WAS MAILED TO 128 RECIPIENTS. IN 2024 SCW CONTINUED TO UTILIZE SOCIAL MEDIA TO INCREASE AWARENESS OF OUR ORGANIZATION'S MISSION AND TO APPEAL TO NEW SUPPORTERS. CONTENT INCLUDED INFORMATION ABOUT SCHOOL CHOICE OPEN ENROLLMENT PERIODS AND DONOR-CENTRIC MESSAGES, ALONG WITH A POSITIVE STORY CAMPAIGN FEATURING SCHOOLS WITHIN THE PROGRAM AND STUDENT/FAMILY SUCCESS STORIES. THESE STORIES HELPED SCW BUILD ITS GENERAL PROGRAM AWARENESS AND PROVIDED INSIGHT INTO SCW'S OVERALL MISSION. ALL WHEN CLICKED LINKED BACK TO THE APPROPRIATE PAGE ON WWW.SCHOOLCHOICEWI.ORG. SCW ORGANIZED COMMUNITY EVENTS LIKE THE 2024 BACK TO SCHOOL BACKPACK GIVEAWAY EVENTS AND ART CONTEST. THESE EVENTS INTRODUCED NEW DONORS TO OUR ORGANIZATION, CREATED AWARENESS THROUGHOUT THE GREATER COMMUNITY AND ENGAGED NEW VOLUNTEERS. FUNDRAISING EFFORTS FOR 2025 (DESCRIPTION): THROUGHOUT 2025, SCW WILL WORK DIRECTLY WITH OUR BOARD TO IMPLEMENT A MULTIFACETED PLAN AIMED AT RETAINING CURRENT DONORS AND EXPANDING OUR DONOR BASE. EFFORTS INCLUDE IDENTIFYING A LIST OF POTENTIAL DONORS, ASSEMBLING CONTENT TO REFLECT SCW'S ACCOMPLISHMENTS, SETTING UP MEETINGS WITH CURRENT AND PROSPECTIVE DONORS AND CONTINUED DONOR SUPPORT/CONTACT. IN 2025, PARTICULAR ATTENTION WILL FOCUS ON INCREASING THE NUMBER OF SMALL DONORS. SCW WILL ALSO CONTINUE TO WORK TO CREATE BROADER PROGRAM AWARENESS AND PUBLIC SUPPORT THOROUGH SOCIAL MEDIA, NEWSLETTER AND PRESS RELEASE EFFORTS. THIS COMBINED WITH PREVIOUS AND CONSISTENT EFFORTS, ALLOWS FOR A BROADER AWARENESS OF THE ROLE SCW PLAYS TO ADVANCE EDUCATIONAL REFORM THROUGHOUT THE STATE. THIS CONNECTION IS CRUCIAL IN GROWING OUR BASE OF SUPPORT. SCW IS SCHEDULED TO SEND PROPOSALS TO NUMEROUS FOUNDATIONS OVER THE NEXT FEW MONTHS. SCW WILL CONTINUE TO UTILIZE A ROBUST SOCIAL MEDIA CAMPAIGN TO REACH OUT TO DONORS ELECTRONICALLY, THROUGH ONLINE EVENTS SUCH AS GIVING TUESDAY. SCW WILL CONTINUE TO ADD CONTACTS TO ITS MAILING LISTS AS CONNECTIONS ARE MADE. SCW ASSIGNS BOARD AND STAFF MEMBERS TO PARTICIPATE IN EVENTS THROUGHOUT THE YEAR THAT REAP NEW CONNECTIONS, GROW NAME/PROGRAM RECOGNITION, AND PROVIDE OPPORTUNITIES TO DEVELOP RELATIONSHIPS WITH POTENTIAL DONORS. 3. MISCELLANEOUS FACTORS. A. DIVERSE BOARD OF DIRECTORS. THE MEMBERS OF THE BOARD OF DIRECTORS OF SCW (THE "BOARD") REPRESENT MANY DIFFERENT SECTORS OF WISCONSIN'S EDUCATIONAL AND NONPROFIT COMMUNITY. CURRENTLY, THERE ARE NINE MEMBERS OF THE BOARD. EACH DIRECTOR WAS SELECTED BECAUSE OF HIS OR HER EXPERIENCE IN EDUCATION, NONPROFIT MANAGEMENT, OR FINANCIAL/LEGAL KNOWLEDGE AND BECAUSE THEY DEMONSTRATED AN INTEREST IN AND DESIRE TO SUPPORT SCW'S EXEMPT PURPOSE MISSION. B. PUBLIC AVAILABILITY OF PROGRAMS. SCW'S EXEMPT PURPOSE MISSION IS TO RESEARCH AND PROVIDE INFORMATION ON ALTERNATIVE EDUCATIONAL OPTIONS IN THE STATE OF WISCONSIN AND NATIONALLY, AND THE IMPACT OF SUCH OPTIONS ON FAMILIES, COMMUNITIES, AND SCHOOLS. IN FURTHERANCE OF THIS MISSION, SCW STRIVES TO MAKE ITS PROGRAMS AND SERVICES READILY AVAILABLE TO INTERESTED MEMBERS OF THE GENERAL PUBLIC FOR NO CHARGE. INITIALLY, SCW FOCUSED ITS EFFORTS ON SCHOOL CHOICE OPTIONS IN THE GREATER MILWAUKEE AND RACINE AREAS BECAUSE THESE AREAS WERE THE HOME OF THE NATION'S LARGEST AND OLDEST VOUCHER PROGRAMS FOR LOW-INCOME FAMILIES. THE CITIZENS OF THE STATE OF WISCONSIN AND THEIR LEGISLATIVE REPRESENTATIVES EMBRACED OPPORTUNITIES PROVIDED BY SCHOOL CHOICE AND IN 2013, EXPANDED SCHOOL CHOICE OPTIONS TO BE AVAILABLE TO FAMILIES AND COMMUNITIES THROUGHOUT WISCONSIN. AS A RESULT, SCW EXPANDED THE SCOPE OF ITS ACTIVITIES TO INCLUDE ALL OF WISCONSIN. SCW MAINTAINS A WEBSITE, WWW.SCHOOLCHOICEWI.ORG, WHERE INTERESTED MEMBERS OF THE GENERAL PUBLIC MAY GO TO LEARN ABOUT THE SCHOOL CHOICE PROGRAM IN WISCONSIN. IN ADDITION, SCW'S WEBSITE SERVES AS A RESOURCE FOR EDUCATORS AND FAMILIES TO ACCESS RESEARCH ON GENERAL SCHOOL CHOICE, OPPORTUNITIES FOR INVOLVEMENT IN FURTHERING SCHOOL CHOICE OPTIONS, AND ADDITIONAL WEB SITES RELATED TO SCHOOL CHOICE. SCW'S WEBSITE IS USED BY REPORTERS, ELECTED OFFICIALS AND THEIR STAFF, AND EDUCATION RESEARCHERS ACROSS THE COUNTRY. SCW IS REGULARLY USED AS AN ON-RECORD RESOURCE FOR THE MEDIA REGARDING PARENTAL CHOICES IN EDUCATION. LOCAL AND STATE POLICYMAKERS, IN ADDITION TO THINK TANKS AND OTHER COMMUNITY GROUPS, LOOK TO SCW AS THEIR FIRST SOURCE OF INFORMATION ON SCHOOL CHOICE. CURRENT, ACCURATE DATA ON THE THREE PARENTAL CHOICE PROGRAMS, THE SPECIAL NEEDS SCHOLARSHIP PROGRAM, AND THE TUITION TAX DEDUCTION PROGRAM IN WISCONSIN IS ACCESSIBLE THROUGH THE SCW WEBSITE. ANY INTERESTED MEMBER OF THE GENERAL PUBLIC MAY ACCESS THIS WEBSITE WITHOUT CHARGE. SCW HOSTED FOUR BACK-TO-SCHOOL BACKPACK GIVEAWAY EVENTS IN 2024 IN THE MADISON, MILWAUKEE, KENOSHA AND GREEN BAY COMMUNITIES. THESE EVENTS NOT ONLY DISTRIBUTED 1500 BACKPACKS TO NEEDY STUDENTS, BUT SOUGHT TO ENGAGE THE GREATER COMMUNITY, BUSINESSES, PARTNER ORGANIZATIONS AND COMMUNITY LEADERS, AND HAVE BEEN EXTREMELY IMPACTFUL, ESPECIALLY WHEN TRYING TO INCREASE THE AWARENESS OF EDUCATIONAL OPTIONS IN HISPANIC COMMUNITIES CURRENTLY LACKING EDUCATIONAL OPPORTUNITIES. C. BROAD PUBLIC APPEAL OF PROGRAMS AND SERVICES. SCW'S PROGRAMS AND SERVICES PROVIDE RESEARCH AND INFORMATION TO MEMBERS OF THE GENERAL PUBLIC WHO ARE INTERESTED IN LEARNING MORE ABOUT SCHOOL CHOICE OPTIONS IN THE STATE OF WISCONSIN AND NATIONALLY. ON AVERAGE, SCW RECEIVES ABOUT 74,000 VISITS TO ITS WEBSITES FROM OVER 57,000 USERS, WITH HUNDREDS OF REQUESTS FOR MORE INFORMATION EACH YEAR. SCW CONTINUES TO IMPLEMENT A SOUND COMMUNICATIONS PLAN WITH AN EXTENDED REACH. IN 2024, SCW PROVIDED OVER 44,000 MAILERS AND POSTERS TO 104 PARTICIPATING SCHOOLS FOR THEM TO USE IN MARKETING THE CHOICE PROGRAM TO THEIR RESPECTIVE COMMUNITIES. IN ADDITION, SCHOOLS WERE GIVEN ACCESS TO DOWNLOADABLE RESOURCES AND SOCIAL MEDIA GRAPHICS, ALL AT NO CHARGE. SCW PROVIDES ONGOING SUPPORT TO THE SCHOOLS IN THE PROGRAM AND THE GENERAL PUBLIC THROUGH A HELP DESK IN BOTH ENGLISH AND SPANISH. OVER 1,200 REQUESTS WERE SERVICED IN 2024. SCW ALSO CONDUCTED A PAID SOCIAL MEDIA CAMPAIGN AND INCREASED POSTING ON ALL FOUR SOCIAL CHANNELS, RESULTING IN 3.3 MILLION IMPRESSIONS, 390.2 THOUSAND POST ENGAGEMENTS, AND 28,729 LINK CLICKS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMIN SERVICES AND RESOURCE SHARING - 2021 AMOUNT: $ 60,000. 2022 AMOUNT: $ 60,000. 2023 AMOUNT: $ 62,000. 2024 AMOUNT: $ 60,000. MISCELLANEOUS - 2021 AMOUNT: $ 4,990. 2022 AMOUNT: $ 192. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1035869 1035869 178587 44647 0 0 182230 186188 230400 178587 777405 1166108 4974 4974 45558 46547 57600 44647 194352 291528 4974 4974 32160 25752 6408 13651 13651 0 6408 RIGHT-OF-USE-ASSET 25355 25355 OPERATING LEASE LIABILITY 25836 25836 X PART X, LINE 2: SCHOOL CHOICE AND PARENT CHOICE ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO THE PROVISIONS SCHOOL CHOICE AND PARENT CHOICE FILE VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS AND ARE NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM, AND PRIOR TO FILING THE FORM 990, THE DIRECTOR OF OPERATIONS PERFORMED AN IN-DEPTH REVIEW. A COPY OF FORM 990 IS SENT ELECTRONICALLY TO EACH BOARD MEMBER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE OFFICERS AND DIRECTORS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY TO SIGN, CONFIRMING THAT THEY HAVE RECEIVED, READ, UNDERSTOOD, AND WILL FOLLOW THE POLICY. SCHOOL CHOICE WISCONSIN STAFF REVIEW THE SIGNED POLICIES TO ENSURE TAHT ALL HAVE BEEN COMPLETED. THE CONFLICT OF INTEREST POLICY COVERS THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS AND REQUIRES THEM TO REPORT ANY CONFLICTS. IN SITUATIONS WHERE A CONFLICT EXISTS, THE INDIVIDUAL SHALL BE EXCLUDED FROM ANY DISCUSSION OR VOTE REGARDING THE TRANSACTION OR ARRANGEMENT AT ISSUE AND SHALL NOT BE PRESENT IN THE MEETING ROOM DURING ANY PART OF THE DISCUSSION OR VOTE. THIS POLICY IS REGULARLY MONITORED DURING ALL BOARD MEETINGS AND DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE BOARD REVIEWED THE PRESIDENT'S SALARY IN 2024, USING COMPARABILITY DATA, AND PRESENTED A RECOMMENDATION TO THE ENTIRE BOARD FOR VOTE. STAFF COMPENSATION IS DETERMINED BY THE PRESIDENT'S RECOMMENDATION, CONTINGENT ON THE APPROVAL OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 1023, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ACCOUNTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,759. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,759. CONSULTING: PROGRAM SERVICE EXPENSES 215,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,200. FORM 990, PART IX, LINE 5: SCHOOL CHOICE WISCONSIN, INC. (SCW) SHARES COMMON MANAGEMENT PERSONNEL WITH SCHOOL CHOICE WISCONSIN ACTION, INC. (SCWA), AN UNRELATED ORGANIZATION WHICH IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. AS PART OF THIS ARRANGEMENT, A SERVICE AGREEMENT BETWEEN ENTITIES COVERS SHARED COSTS, SUCH AS OFFICE RENTAL EXPENSE AND OTHER GENERAL AND ADMINISTRATIVE EXPENSES. THE REPORTABLE COMPENSATION AND OTHER COMPENSATION THAT MANAGEMENT PERSONNEL RECEIVE FOR SERVICES RENDERED TO BOTH ENTITIES IS PAID BY SCW AND REFLECTED IN COLUMNS (D) AND (F) IN PART VII. PARENT CHOICE INC 375 BISHOPS WAY SUITE 101 BROOKFIELD WI 53005 814489920 SUPPORT SCHOOL CHOICE WISCONSIN WI 501(C)(3) LINE 12A, I SCHOOL CHOICE WISCONSIN INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 PARENT CHOICE WISCONSIN INC C 400000 FMV PARENT CHOICE WISCONSIN INC O 77009 FMV