2024-05-13T00:03:43-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 731673656 EAGLE RIDGE ACADEMY EAGL 9527467760 11111 BREN RD W MINNETONKA MN 55343 JASON ULBRICH EXECUTIVE DIRECTOR 9527467760 2024-05-09 1 JASON ULBRICH 999009999 0 BRIAN ARONSON CPA P01425251 5157275700 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CLARE MURRAY 11111 BREN RD W MINNETONKA MN 55343 19163236 0 1 X WWW.EAGLERIDGEACADEMY.ORG X 2004 MN PROVIDE STUDENTS WITH A TRADITIONAL, CLASSICAL EDUCATION TO STUDENTS IN GRADES K-12. 8 5 267 452 0 0 19025833 17187872 536517 809289 -64312 177 90157 1124773 19588195 19122111 0 0 0 0 10828188 11535890 0 0 0 7045051 6949755 17873239 18485645 1714956 636466 13994615 13112809 16007548 13630027 -2012933 -517218 THE MISSION OF EAGLE RIDGE ACADEMY IS TO PROVIDE OUR STUDENTS WITH A TRADITIONAL, CLASSICAL EDUCATION THAT DEMANDS THEIR BEST IN ACADEMIC ACHIEVEMENT, BEHAVIOR, AND ATTITUDES WHILE CHALLENGING THEM TO ATTAIN THEIR HIGHEST POTENTIAL. 0 0 16340465 809289 PROVIDING STUDENTS WITH A TRADITIONAL, CLASSICAL, EDUCATION THAT DEMANDS THEIR BEST IN ACADEMIC ACHIEVEMENT, BEHAVIOR, AND ATTITUDES WHILE CHALLENGING THEM TO ATTAIN THEIR HIGHEST POTENTIAL. DURING THE FISCAL YEAR ENDED JUNE 30, 2023 EAGLE RIDGE ACADEMY SERVED AN ESTIMATED 1,468 STUDENTS. 16340465 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 37 0 1 267 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 554314420 X MATTHEW BERG VICE CHAIR/TEACHER 45.00 X X 47262 0 22026 CLARE MURRAY BOARD CHAIR/TEACHER 45.00 X X 54879 0 4756 ANNE BARTOW SECRETARY/TEACHER 45.00 X X 63108 0 5364 GAIL HIATT BOARD MEMBER 5.00 X 0 0 0 DAVID CROSON TREASURER 5.00 X X 0 0 0 BETSY BIXBY BOARD MEMBER 5.00 X 0 0 0 ELLIOT LOUTSCH BOARD MEMBER 5.00 X 0 0 0 FARHIYA ROBLE BOARD MEMBER 5.00 X 0 0 0 JASON ULBRICH EXECUTIVE DIRECTOR 45.00 1.00 X 168111 0 38430 JANELLE MELLGREN PRINCIPAL OF SCHOOL 40.00 X 106839 0 19549 440199 0 90125 2 0 1 0 METROPOLITAN TRANSPORTATION NETWORK INC 8260 HICKORY ST NE FRIDLEY MN 55432 STUDENT TRANSPORTATION 978292 TAHER INC PO BOX 1150 MINNEAPOLIS MN 55480 FOOD SERVICE 587264 UNIVERSAL CLEANING SERVICES INC 12372 RIVER RIDGE BLVD BURNSVILLE MN 55337 JANITORIAL SERVICES 482424 CORPORATE TECHNOLOGIES PO BOX 9022 FARGO ND 581069022 TECHNOLOGY SERVICES 279837 BERGANKDV OUTSOURCED SERVICES PO BOX 735505 DALLAS TX 753735505 ACCOUNTING SERVICES 138040 5 17166408 21464 17187872 FEES FROM PATRONS 611710 538570 538570 FOOD SALES 611710 262724 262724 MEDICAL ASSISTANCE 611710 7995 7995 809289 38202 38202 53501 0 53501 53501 53501 38025 -38025 -38025 -38025 3291 3100 191 191 MISCELLANEOUS REVENUE 531390 1071081 1071081 1071081 19122111 809289 0 1124950 X 440284 211545 228739 8681592 7613799 1067793 710794 624521 86273 1035263 880954 154309 667957 576646 91311 8530 8530 154741 154741 2079173 2023666 55507 250012 176401 73611 420603 281531 139072 3109430 3109430 73376 54763 18613 267884 248560 19324 87169 87169 INSTRUCTIONAL SUPPLIES 183805 183805 EQUIPT RENTAL & MAINT 172826 172826 FIELD TRIPS 77576 77576 DUES & MEMBERSHIPS 64490 17273 47217 140 140 18485645 16340465 2145180 0 X 228755 723161 5330331 5747308 2498110 2165991 204559 100810 1826268 907578 804263 918690 4928597 3456849 13994615 13112809 1326446 1435593 106299 141180 14574803 12053254 16007548 13630027 X -2816213 -1433328 803280 916110 0 0 -2012933 -517218 13994615 13112809 X 636466 859249 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 361064 118795 242269 1465204 788783 676421 918690 DUE FROM AFFILIATED BUILDING COMPANY 240479 DEFERRED OUTFLOWS - PENSION 3093027 RIGHT OF USE ASSETS 123343 3456849 NET PENSION LIABILITY 10248964 DEFERRED INFLOWS - PENSION 1678367 RIGHT OF USE LIABILITIES 125923 12053254 X PART X, LINE 2: THE CHARTER SCHOOL IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE SECTION OF THE MINNESOTA INCOME TAX STATUTES. THE ORGANIZATION HAS EVALUATED AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS COMMUNICATED THROUGH MATERIALS MAILED TO FAMILIES WITH SCHOOL-AGED CHILDREN. SCHEDULE E, PART I, LINE 6 AS A MN PUBLIC CHARTER SCHOOL, THE ACADEMY RECEIVES STATE EDUCATION AID AND FEDERAL GRANT FUNDING. X X X 0 0 0 0 0 0 0 0 0 JASON ULBRICH EXECUTIVE DIRECTOR 168111 0 0 0 0 0 14579 0 23851 0 206541 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ACADEMY SHALL INCLUDE ALL PARENTS OR LEGAL GUARDIANS OF THE ENROLLED STUDENTS, AND EMPLOYEES OF THE ACADEMY. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE SCHOOL HAS ONE VOTE TO ELECT SCHOOL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES A PUBLIC DISCLOSURE COPY OF THE 990 PRIOR TO FILING. THE BOARD OF DIRECTORS HAS GRANTED AUTHORITY TO THE EXECUTIVE DIRECTOR TO SIGN AND SUBMIT THE 990 TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY AND VERIFIED BY THE BOARD AND SCHOOL AUTHORIZER. FORM 990, PART VI, SECTION B, LINE 15 THE CONTRACTS FOR ALL EMPLOYEES ARE WRITTEN AND APPROVED BY THE SCHOOL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND/OR FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE ACADEMY. FORM 990, PART VII, SECTION A: PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE LICENSED TEACHERS AS MEMBERS OF THE BOARD OF DIRECTORS. CLARE MURRAY, ANNE BARTOW AND MATTHEW BERG ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR THEIR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 477,700. MANAGEMENT AND GENERAL EXPENSES 55,507. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 533,207. TRANSPORTATION: PROGRAM SERVICE EXPENSES 1,075,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,075,130. FOOD SERVICE: PROGRAM SERVICE EXPENSES 470,836. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 470,836. FORM 990, PART X, LINE 25: PENSION LIABILITIES, DEFERRED OUTFLOWS & INFLOWS PENSION: AS A CHARTER SCHOOL IN THE STATE OF MINNESOTA, PARTICIPATION IN TWO MULTIPLE-EMPLOYER, COST-SHARING DEFINED BENEFIT PENSION PLANS IS STATUTORILY REQUIRED. THE SCHOOL'S CONTRIBUTIONS TO THE PLANS ARE ALSO REGULATED BY STATUTE AND ARE BASED ON A PERCENTAGE OF SALARIES AND WAGES EARNED BY CURRENT EMPLOYEES. THEREFORE, WHILE THE NET PENSION LIABILITY, DEFERRED OUTFLOWS AND INFLOWS, ARE REPORTED ON THE SCHOOL'S STATEMENT OF NET POSITION, THE SCHOOL IS NOT IN A POSITION TO DIRECTLY CONTROL THE LIABILITIES OR THE SUBSEQUENT LIQUIDATION OF THE LIABILITIES. FORM 990, PART XI, LINE 9: PENSION EXPENSE RELATING TO NET PENSION LIABILITIES 859,249. EAGLE RIDGE ACADEMY AFFILIATED BUILDING COMPANY 11111 BREN RD W MINNETONKA MN 55343 800851487 BUILDING COMPANY MN 501(C)(3) LINE 12A, I EAGLE RIDGE ACADEMY 1 EAGLE RIDGE ACADEMY PTO 11111 BREN RD W MINNETONKA MN 55343 260841424 SUPPORTING ORG MN 501(C)(3) LINE 12A, I EAGLE RIDGE ACADEMY 1 FRIENDS OF EAGLE RIDGE ACADEMY INC 11111 BREN RD W MINNETONKA MN 55343 475542621 SUPPORTING ORG MN 501(C)(3) LINE 12A, I EAGLE RIDGE ACADEMY 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0 EAGLE RIDGE ACADEMY AFFILIATED BUILDING COMPANY K 2706105 LEASE AGREEMENT EAGLE RIDGE ACADEMY AFFILIATED BUILDING COMPANY D 240479 CASH BALANCE FRIENDS OF EAGLE RIDGE ACADEMY C 15000 CASH BALANCE