2026-05-29T10:12:25-05:00 2025-07-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-08-01 460944215 WHEATON ACADEMY FOUNDATION WHEA 6305627500 900 PRINCE CROSSING ROAD WEST CHICAGO IL 60185 STEVE KARLSON COO/CFO 6305627500 2026-05-29 1 1 JONATHAN WRIGHT P02199224 5055022746 2026-05-29 2024 2025-03-06 01:10:19Z EUGENE FROST 900 PRINCE CROSSING ROAD WEST CHICAGO IL 60185 12206311 0 X WWW.WHEATONACADEMY.ORG X 2012 IL TO PROVIDE ONGOING SUPPORT TO WHEATON ACADEMY'S MISSION AND PROGRAMS 14 11 0 11 0 0 92903 94950 0 0 462036 436965 0 0 554939 531915 145822 44020 0 0 0 0 0 0 0 75785 76208 221607 120228 333332 411687 4464551 4839145 66015 28922 4398536 4810223 TO HOLD AND MANAGE ENDOWMENT INVESTMENTS TO PROVIDE ONGOING SUPPORT TO WHEATON ACADEMY'S MISSION AND PROGRAMS. 0 0 44020 44020 BENEFIT AND ADVANCE THE PURPOSES AND FUNCTIONS OF WHEATON ACADEMY THROUGH GRANTS FUNDING OPERATING EXPENSES, INCLUDING BUT NOT LIMITED TO THE FINANCIAL AID PROGRAM FOR WHEATON ACADEMY STUDENTS DEMONSTRATING FINANCIALS NEED. 44020 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X PATRICK BROOKE 6305627500 900 PRINCE CROSSING ROAD WEST CHICAGO IL 60185 STEVEN BULT DIRECTOR 1.00 40.00 X 0 251730 41267 STEVE KARLSON COO/CFO 1.00 41.00 X X 0 186442 74878 EUGENE FROST EXECUTIVE DIRECTOR WAF 20.00 20.00 X X 0 71595 27235 RANDY SEAGER CHAIR 1.00 X X 0 0 0 CHRIS GRANT VICE CHAIRMAN 1.00 1.00 X X 0 0 0 SOFIA HALCOMB SECRETARY 1.00 X X 0 0 0 CHIP KRUEGER TREASURER 1.00 X X 0 0 0 RANDY RENN DIRECTOR 2.00 1.00 X 0 0 0 DAWN WITT DIRECTOR 1.00 X 0 0 0 MATT KAUFMAN DIRECTOR 1.00 X 0 0 0 SCOTT SHELTON DIRECTOR 1.00 X 0 0 0 BAXTER WENNLUND DIRECTOR 1.00 X 0 0 0 JUSTIN PEACOCK DIRECTOR 1.00 X 0 0 0 PETER CROWE DIRECTOR 1.00 X 0 0 0 0 509767 143380 0 0 1 0 0 94950 94950 92807 92807 12018554 11674396 344158 344158 344158 531915 0 0 436965 X 44020 44020 2200 2200 67335 67335 2240 2240 4433 4433 120228 44020 76208 0 4796 497244 520834 3962511 4318311 4464551 4839145 66015 28922 66015 28922 X -70055 -41797 4468591 4852020 4398536 4810223 4464551 4839145 411687 0 X 0 1 X 1 0 X X X 1 WHEATON ACADEMY 362388793 2 1 44020 0 1 44020 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3971347 94950 436965 184951 4318311 3567961 92902 462036 151552 3971347 2994323 493885 227442 147689 3567961 3507617 64750 -493425 84619 2994323 2723178 261200 624462 77742 11397 12084 3507617 0.00000 1.00000 0.00000 0 0 0 DUE TO RELATED PARTIES 28922 28922 PART V, LINE 4: THE FOUNDATION HOLDS THIS ENDOWMENT TO SUPPORT A RELATED ORGANIZATION, WHEATON ACADEMY. THE ENDOWMENT CONSISTS OF 20 FUNDS ESTABLISH FOR A VARIETY OF PURPOSES, THE FIRST OF THOSE BEING SCHOLARSHIPS. THE ENDOWMENT FUNDS ALSO COVER TARGETED OPERATING EXPENSES IN ORDER TO MAINTAIN THE FACILITIES, AS WELL AS THE QUALITY OF EDUCATION PROVIDED. 1 WHEATON ACADEMY 900 PRINCE CROSSING WEST CHICAGO IL 60185 362388793 501(C)(3) 44020 0 SCHOLARSHIPS 1 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS TO WHEATON ACADEMY, A RELATED ORGANIZATION. THE WHEATON ACADEMY FOUNDATION BOARD MONITORS THE GIFTS AND BALANCES OF THE FOUNDATION FUNDS AND DETERMINES THE AMOUNT TO GRANT TO WHEATON ACADEMY. THERE IS OVERLAP BETWEEN WHEATON ACADEMY PERSONNEL AND THE FOUNDATION. 0 0 0 0 0 0 0 0 0 STEVEN BULT DIRECTOR 0 214579 0 22061 0 15090 0 12724 0 28543 0 292997 0 0 STEVE KARLSON COO/CFO 0 173765 0 10427 0 2250 0 5716 0 69162 0 261320 0 0 FORM 990, PART V, LINE 2A STAFF ARE COMPENSATED BY A RELATED ORGANIZATION, WHEATON ACADEMY. WHEATON ACADEMY FILES ALL REQUIRED PAYROLL INFORMATION RETURNS AS REQUIRED BY THE IRS. AS SUCH, DUE TO COMMON PAYMASTER RULES AS INSTRUCTED BY THE IRS, THE NUMBER OF EMPLOYEES REPORTED REPRESENT THE NUMBER OF EMPLOYEES WHO WORK FOR THE FILING ORGANIZATION BUT ARE COMPENSATED BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS OF THE CORPORATION AND THE HEAD OF SCHOOL OF WHEATON ACADEMY, WILL ACT FOR THE BOARD OF DIRECTORS IN THE DAY TO DAY MANAGEMENT OF THIS CORPORATION IN THE ABSENCE OF ACTION BY THE BOARD, WHERE LEGALLY PERMISSIBLE. THE CHAIRPERSON OF THE CORPORATION SHALL SERVE AS THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A IF THE BOARD OF DIRECTORS ENDORSE ANY OR ALL OF THE CANDIDATES SO TENDERED, THE SECRETARY OF THE BOARD OF DIRECTORS SHALL TENDER THE NAMES AND QUALIFICATION OF THE CANDIDATES SO ENDORSED TO THE BOARD OF TRUSTEES OF WHEATON ACADEMY NOT LATER THAN THE REGULARLY SCHEDULED JUNE MEETING OF THE BOARD OF TRUSTEES OF WHEATON ACADEMY FOR A VOTE TO BE ELECTED OR NOT ELECTED AS DIRECTORS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B A DIRECTOR MAY BE REMOVED WITH OR WITHOUT CAUSE BY THE BOARD OF TRUSTEES OF WHEATON ACADEMY AT ANY TIME. THE POWER TO ALTER, AMEND, OR REPEAL THESE BYLAWS, OR TO ADOPT NEW BYLAWS, IS VESTED IN THE BOARD OF DIRECTORS SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES OF WHEATON ACADEMY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED IN DETAIL BY THE ORGANIZATION'S PRESIDENT AND TREASURER PRIOR TO FILING WITH THE IRS. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS AND BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE CHAIRMAN REVIEWS THE EXECUTIVE DIRECTOR'S CONFLICT OF INTEREST STATEMENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THEREFORE, THESE LINES WERE ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 67,335. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,335. WHEATON ACADEMY 900 PRINCE CROSSING WEST CHICAGO IL 60185 362388793 OPERATION OF ACCREDITED HIGH SCHOOL IL 501(C)(3) LINE 2 N/A 0 WHEATON ACADEMY INSTITUTE 900 PRINCE CROSSING WEST CHICAGO IL 60185 474967070 OPERATING AN INTERNATIONAL STUDENT PROGRAM IL 501(C)(3) LINE 12A, I WHEATON ACADEMY 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0