2026-05-11T10:19:26-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-07-01 273167963 ICS SUPPORT ORGANIZATION INC ICSS 4145256100 10405 W SAINT MARTINS ROAD FRANKLIN WI 53132 MARY JANE BOBYOCK TREASURER 4145256100 2025-04-13 1 1 SHELBY NETZ P01405265 4147775500 2026-05-01 2024 2025-03-06 01:10:19Z DAVID JW KLAUSER 10405 W SAINT MARTINS ROAD FRANKLIN WI 53132 223134315 0 X N/A X 2010 WI TO PROVIDE SUPPORT TO THE INDIAN COMMUNITY SCHOOL, INC. 5 5 0 0 660463 564975 0 0 0 0 34919701 34975270 0 0 34919701 34975270 22900000 23300000 0 0 159190 152111 0 0 0 2619125 2373509 25678315 25825620 9241386 9149650 704921752 749487288 799203 810831 704122549 748676457 ICS SUPPORT ORGANIZATION WAS CREATED TO SUPPORT AND BENEFIT THE INDIAN COMMUNITY SCHOOL, INC. (ICS). ICS SUPPORT ORGANIZATION HOLDS, INVESTS, AND MANAGES ASSETS THAT SERVE TO SUPPORT AND FUND THE CONTINUOUS OPERATION OF ICS. 0 0 23402343 23300000 ICS SUPPORT ORGANIZATION, INC.'S SOLE PROGRAM SERVICE ACTIVITY IS TO HOLD, INVEST, AND MANAGE ASSETS THAT SERVE TO SUPPORT AND FUND THE CONTINUOUS OPERATION OF THE INDIAN COMMUNITY SCHOOL, INC. (ICS).ALL FUNDS GRANTED TO ICS ARE USED TO FURTHER ICS' MISSION. ICS CULTIVATES AN ENDURING CULTURAL IDENTITY AND CRITICAL THINKING BY WEAVING INDIGENOUS TEACHINGS WITH A DISTINGUISHED LEARNING ENVIRONMENT. ICS PROVIDES ELEMENTARY AND MIDDLE SCHOOL CLASSES (K4-8TH) AND PROVIDES VARIOUS OTHER CULTURAL AND EDUCATIONAL ACTIVITIES TO AMERICAN INDIAN CHILDREN AND FAMILIES. IN 2024, ICS ENROLLMENT WAS APPROXIMATELY 360 STUDENTS, K4-8TH. 23402343 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 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 11 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X BRIAN LEIBL 4145256172 10405 W SAINT MARTINS ROAD FRANKLIN WI 53132 DIANE AMOUR BOARD MEMBER 2.00 35.00 X 0 63504 0 DAVID JW KLAUSER CHAIR (EFF. 08/24) 12.00 X X 36000 0 0 JOSEPH S QUINN VICE CHAIR (EFF. 08/24) 12.00 X X 36000 0 0 GAIL HANSON SECRETARY 6.00 X X 36000 0 0 JANE STROMWALL CHAIR (TERM 08/24) 12.00 X X 30194 0 0 THOMAS BUESTRIN FORMER BOARD MEMBER (TERM 02/24) 3.00 X 10690 0 0 MARY JANE BOBYOCK BOARD MEMBER (TERM 07/25), TREASURER (EFF. 08/25) 6.00 X 0 0 0 148884 63504 0 0 1 0 0 JP MORGAN ASSET MANAGEMENT 116 INVERNESS DRIVE EAST ENGLEWOOD CO 80112 INVESTMENT MANAGEMENT 1162914 CLARION LION PROPERTIES FUND LP 230 PARK AVENUE NEW YORK NY 10069 INVESTMENT MANAGEMENT 249519 MARQUETTE ASSOCIATES INC 180 N LASALLE STREET SUITE 3500 CHICAGO IL 60601 INVESTMENT MANAGEMENT 201000 RREEF AMERICA II LP 875 THIRD AVENUE 26TH FLOOR NEW YORK NY 10022 INVESTMENT MANAGEMENT 160798 ROBERT W BAIRD & CO INC 777 EAST WI AVE MILWAUKEE WI 53202 INVESTMENT MANAGEMENT 156596 5 18728484 660463 18068021 204405831 188159045 16246786 16246786 16246786 34975270 0 660463 34314807 23300000 23300000 152111 38028 114083 53686 9464 44222 53392 13348 40044 2128227 2128227 4930 1232 3698 36 9 27 7341 1835 5506 830 208 622 2857 2857 55378 13844 41534 ADMINISTRATIVE FEE 97500 24375 73125 MISCELLANEOUS EXPENSE 555 555 UNRELATED BUS. INC. TAX -31223 -31223 25825620 23402343 2423277 0 135668 165197 21957063 18984603 1154818 603108 68224 108061 356237782 396040043 325368197 333586276 704921752 749487288 771060 783128 28143 27703 799203 810831 X 704122549 748676457 704122549 748676457 704921752 749487288 9149650 35404258 0 X X 0 1 X 1 0 X X X 1 INDIAN COMMUNITY SCHOOL INC 391154960 2 1 23300000 0 1 23300000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B, LINE 1: ICS SUPPORT ORGANIZATION CHANGED FROM A TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION TO A TYPE I SUPPORTING ORGANIZATION ON 10/1/2024. BEGINNING 10/1/2024, INDIAN COMMUNITY SCHOOL (THE SUPPORTED ORGANIZATION) HAS THE POWER TO REMOVE OR APPOINT ANY BOARD MEMBER OF ICS SUPPORT ORGANIZATION. PART IV, SECTION D, LINE 3: THROUGH 9/30/24, INDIAN COMMUNITY SCHOOL, INC. (ICS) HAD THE RIGHT TO APPOINT BOTH A VOTING MEMBER AND A NON-VOTING, EX-OFFICIO MEMBER TO THE ICS SUPPORT ORGANIZATION, INC. BOARD OF DIRECTORS. THE NON-VOTING, EX-OFFICIO BOARD MEMBER, WHO SITS ON ICS'S BOARD OF DIRECTORS AS A VOTING MEMBER, HAD THE RESPONSIBILITY OF ENSURING THAT ICS SUPPORT ORGANIZATION, INC. IS APPRISED OF ICS' ACTIVITIES AND FINANCIAL NEEDS. AS OF 10/1/24, THE ICS SUPPORT ORGANIZATION BECAME A TYPE I SUPPORTING ORGANIZATION, AND ICS NOW HAS THE AUTHORITY TO APPOINT EACH OF THE DIRECTORS. ALL INVESTMENT POLICY DECISIONS AND SIGNIFICANT DECISIONS RELATING TO THE USE OF ICS SUPPORT ORGANIZATION, INC.'S INCOME AND ASSETS ARE MADE BY THE ICS SUPPORT ORGANIZATION, INC. BOARD AND ARE DOCUMENTED IN BOARD MINUTES. THE ICS-APPOINTED VOTING BOARD MEMBER AND THE ICS-APPOINTED, NON-VOTING, EX-OFFICIO BOARD MEMBER PARTICIPATE IN THE BOARD MEETINGS AND ADVISE ON THESE DECISIONS AND HOW THEY IMPACT ICS. AS OF 10/1/24, ICS IS NOW REQUIRED TO APPROVE CHANGES TO THE SO'S INVESTMENT POLICY. FINALLY, ICS SUPPORT ORGANIZATION, INC. AND ICS CONDUCT A JOINT BOARD MEETING ONCE A YEAR. SCHEDULE A, PART I, LINE 12E: ICS SUPPORT ORGANIZATION HAS CONVERTED FROM A TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION TO A TYPE 1 SUPPORTING ORGANIZATION AS OF 10/1/24. THE ORGANIZATION FILED A FORM 8940 WITH THE IRS AND RECEIVED A REVISED DETERMINATION LETTER. 0 PRIVATE EQUITY FUNDS 183570659 F PRIVATE REAL ESTATE FUNDS 60809842 F OTHER PRIVATE EQUITY 50555243 F LOAN FUNDS 13345904 F OTHER LTD PSHIP INVESTMENTS 25304628 F 333586276 INTER-COMPANY PAYABLE 27703 27703 X 68251301 35404258 35404258 32847043 2128227 2128227 34975270 23697393 0 23697393 2128227 2128227 25825620 PART X, LINE 2: ICS SUPPORT ORGANIZATION, INC. FOLLOWS ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. ICS SUPPORT ORGANIZATION, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. ICS SUPPORT ORGANIZATION, INC. HAS PROCESSES IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE TAX YEARS ENDING JUNE 30, 2022, 2023, 2024 AND 2025 ARE STILL OPEN TO AUDIT FOR FEDERAL AND STATE PURPOSES. ICS SUPPORT ORGANIZATION, INC. HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, SCHEDULE D, PARTS XI & XII: ICS SUPPORT ORGANIZATION, INC.'S FINANCIAL STATEMENTS ARE CONSOLIDATED WITH THOSE OF INDIAN COMMUNITY SCHOOL, INC. THE PARTS XI AND XII RECONCILIATION ON SCHEDULE D AGREES TO ICS SUPPORT ORGANIZATION, INC.'S FINANCIAL INFORMATION CONTAINED IN THE SUPPLEMENTAL INFORMATION TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. EUROPE 0 0 INVESTMENTS 201658 CENTRAL AMERICA AND THE CARRIBEAN 0 0 INVESTMENTS 22260540 0 0 0 0 0 0 22462198 0 22462198 1 0 1 1 1 0 FORM 990, SCHEDULE F, PART IV: ICS SUPPORT ORGANIZATION, INC. INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, ICS SUPPORT ORGANIZATION, INC.'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, 8865. TO THE EXTENT THAT ICS SUPPORT ORGANIZATION, INC. IS REQUIRED TO COMPLETE ONE OF THESE FOREIGN FORMS, IT HAS BEEN FILED WITH THE ANNUAL FORM 990-T. 1 INDIAN COMMUNITY SCHOOL INC 10405 W SAINT MARTINS ROAD FRANKLIN WI 53132 391154960 501(C )(3) 23300000 0 FUND ALL OPERATIONS OF THE SCHOOL 1 0 PART I, LINE 2: ICS SUPPORT ORGANIZATION, INC. WORKS CLOSELY WITH INDIAN COMMUNITY SCHOOL, INC. (ICS) TO UNDERSTAND THE NEEDS OF ICS. ICS REGULARLY PROVIDES SCHOOL FINANCIAL INFORMATION TO ICS SUPPORT ORGANIZATION, INC. THE ICS SUPPORT ORGANIZATION, INC. BOARD PERIODICALLY IS PRESENTED WITH INFORMATIONAL UPDATES ON ICS' OPERATIONS FROM THE ICS SUPPORT ORGANIZATION, INC.'S DIRECTOR, WHO ALSO SERVES AS AN ICS DIRECTOR. ICS SUPPORT ORGANIZATION, INC. AND ICS CONDUCT JOINT BOARD MEETINGS AT LEAST ONCE A YEAR. ALSO, THE ICS SUPPORT ORGANIZATION, INC. BOARD IS ANNUALLY PROVIDED WITH A COPY OF ICS'S CONSOLIDATED AUDIT REPORT. 0 0 0 0 0 0 0 0 0 THOMAS BUESTRIN FORMER BOARD MEMBER (TERM 02/24) 10690 0 0 0 0 0 0 0 0 0 10690 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE 10/1/24, INDIAN COMMUNITY SCHOOL, INC. BECAME THE SOLE MEMBER OF ICS SUPPORT ORGANIZATION, INC. AS SOLE MEMBER, ONLY ICS CAN TAKE OR APPROVE THE BOARD OF THE ORGANIZATION TO TAKE SIGNIFICANT ACTIONS, SUCH AS: APPOINT OR REMOVE A DIRECTOR, AMEND OR OTHERWISE CHANGE GOVERNING DOCUMENTS, OR MERGE, CONSOLIDATE OR DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE APPOINTMENT OR REMOVAL OF A DIRECTOR OF THE ICS SUPPORT ORGANIZATION, INC. MUST BE EXECUTED BY OR EXECUTED WITH THE WRITTEN APPROVAL OF THE INDIAN COMMUNITY SCHOOL, INC. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN KEY ACTIONS OF THE BOARD, INCLUDING AMENDING THE ARTICLES OF INCORPORATION AND/OR BYLAWS, DISSOLVING OR MERGING ICS SUPPORT ORGANIZATION, INC. REQUIRE THE CONSENT OF INDIAN COMMUNITY SCHOOL, INC., THE SOLE MEMBER OF ICS SUPPORT ORGANIZATION, INC. FORM 990, PART VI, SECTION B, LINE 11B ICS SUPPORT ORGANIZATION, INC.'S FORM 990 (INCLUDING REQUIRED SCHEDULES) IS PROVIDED TO EACH BOARD MEMBER IN DRAFT FORM, WITH A FINAL VERSION DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ICS SUPPORT ORGANIZATION, INC.'S CONFLICT OF INTEREST POLICY REQUIRES EACH INDIVIDUAL TO REVIEW THE POLICY AND COMPLETE A DISCLOSURE STATEMENT ON AN ANNUAL BASIS. IN ADDITION, EACH INDIVIDUAL IS REQUIRED THROUGHOUT THE YEAR TO MAKE DISCLOSURES BEFORE THE BOARD CONSIDERS A MATTER IN WHICH THE INDIVIDUAL MAY HAVE CONFLICT OF INTEREST. FOLLOWING AN INDIVIDUAL'S DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, SHALL DETERMINE THE PROPER COURSE OF ACTION WHICH GENERALLY SHALL INCLUDE ABSTENTION FROM ANY FUTURE VOTE ON THE MATTER BY THE INDIVIDUAL WITH THE CONFLICT. ADDITIONALLY, THE INDIVIDUAL WILL PROVIDE ANY INFORMATION REQUESTED BY THE BOARD OF DIRECTORS WITH RESPECT TO THE CONFLICT OF INTEREST, MAY BE ASKED TO LEAVE THE ROOM DURING ANY FUTURE DISCUSSIONS AND VOTES OF THE MATTER AND GENERALLY SHALL ABSTAIN FROM ANY VOTE. DISCOVERY OF POTENTIAL AND ACTUAL CONFLICTS AFTER A TRANSACTION HAS OCCURRED WILL BE REPORTED TO THE BOARD OF DIRECTORS TO DETERMINE THE PROPER MANNER IN WHICH TO ADDRESS ANY POTENTIAL OR ACTUAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A ICS SUPPORT ORGANIZATION, INC. BOARD OF DIRECTORS, THROUGH AN INDEPENDENT CONSULTANT, CONDUCTED AN ANALYSIS OF MARKET DATA TO DETERMINE BOARD OF DIRECTOR COMPENSATION. ICS SUPPORT ORGANIZATION, INC. ENGAGED A QUALIFIED COMPENSATION CONSULTANT TO ANALYZE MARKET COMPENSATION DATA FOR SIMILAR ORGANIZATIONS AND PROVIDE A REPORT ON THE REASONABLENESS OF ICS SUPPORT ORGANIZATION, INC. COMPENSATION OF BOARD MEMBERS. THE RESULTING REPORT WAS REVIEWED BY OUTSIDE COUNSEL AND REVIEWED/APPROVED BY THE BOARD AT A DULY CALLED BOARD MEETING. ICS SUPPORT ORGANIZATION ONLY COMPENSATES ITS DIRECTORS AND DOES NOT HAVE OR WILL COMPENSATE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ICS SUPPORT ORGANIZATION, INC. MAKES ITS FORM 990, 990-T, AND FORM 1023 AVAILABLE TO THE PUBLIC BY RETAINING A COPY OF EACH AT ITS PLACE OF BUSINESS. THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART XII, LINE 2C: ICS SUPPORT ORGANIZATION, INC.'S FINANCIAL ACTIVITIES ARE REPORTED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ITS SUPPORTED ORGANIZATION, INDIAN COMMUNITY SCHOOL, INC. (ICS). ICS HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. INDIAN COMMUNITY SCHOOL INC 10405 W SAINT MARTINS ROAD FRANKLIN WI 53132 391154960 EDUCATION WI 501(C)(3) 02 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0