Nonprofit · EIN 27-2038321
EAGLE SOUTH MOUNTAIN CHARTER INC
Tax-exempt · WAUKESHA, WI 53186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,977,701 | $5,009,613 | -$31,912 | $3,647,105 | $171,225 | $3,475,880 |
| June 30, 2024 | 990 | $6,051,634 | $6,029,142 | $22,492 | $3,669,942 | $162,150 | $3,507,792 |
| June 30, 2023 | 990 | $7,214,087 | $4,818,962 | $2,395,125 | $3,627,680 | $142,380 | $3,485,300 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $529,773
- of which government grants
- $527,773
- Program service revenue
- $4,317,444
- Investment income
- $125,284
- Net income from fundraising events
- -$1,024
- Other revenue
- $5,200
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,138,669
- Salaries, compensation and benefits (total)
- $2,829,849
- Professional fundraising fees
- $0
- Legal fees
- $6,496
- Accounting fees
- $27,195
- Occupancy
- $838,007
- Depreciation
- $76,689
- Program services (functional)
- $4,557,462
- Management and general (functional)
- $452,151
Balance sheet and other
- Total assets, start of year
- $3,669,942
- Total assets, end of year
- $3,647,105
- Total liabilities, end of year
- $171,225
- Net assets, end of year
- $3,475,880
- Land, buildings and equipment
- $72,530
- Net assets without donor restrictions
- $3,475,880
- Gross receipts
- $4,983,657
- Employees
- 51
- Volunteers
- 34
- Year formed
- 2010
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANDREW NEUMANN | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 1 | $0 | $425,754 | $24,198 |
| DANIEL DEPIES | CHIEF OPERATING OFFICER Officer | 1 | $0 | $272,919 | $35,798 |
| JEREMY EHLERS | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $220,125 | $30,000 |
| YESENIA FITZHUGH | REGIONAL EXECUTIVE DIRECTOR AZ Highest-paid employee | 10 | $0 | $132,746 | $4,823 |
| RICK HOLBECK | VICE CHAIRPERSON Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN ROJAS | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FRYBERGER | CHAIR PERSON Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ECATERINA AVELAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANDREW NEUMANN | EXECUTIVE CHAIR/CEO Officer | 1 | $0 | $402,767 | $29,410 |
| DANIEL DEPIES | CHIEF OPERATING OFFICER Officer | 1 | $0 | $248,563 | $34,849 |
| JEREMY EHLERS | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $199,045 | $25,567 |
| JEREMY JONES | EXECUTIVE DIRECTOR Key employee | 5 | $0 | $154,743 | $15,185 |
| RICK HOLBECK | VICE CHAIRPERSON Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN ROJAS | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FRYBERGER | CHAIRPERSON Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANDREW NEUMANN | EXECUTIVE CHAIR/CEO Officer | 1 | $0 | $397,805 | $22,603 |
| GLENN KIECKHAEFER | EXECUTIVE VICE PRESIDENT Officer | 1 | $0 | $269,745 | $19,735 |
| DANIEL DEPIES | CHIEF OPERATING OFFICER Officer | 1 | $0 | $229,962 | $24,102 |
| JEREMY EHLERS | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $184,831 | $20,599 |
| RICK HOLBECK | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN ROJAS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW FRYBERGER | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20935 SWENSON DR STE 101, WAUKESHA, WI 53186-2006
- In care of
- % PAYROLL DEPARTMENT
- Principal officer (990 for 2024)
- JACOB DONNELLI, 20935 SWENSON DR SUITE 101, WAUKESHA, WI 53186
- Signed the 990
- JACOB DONNELLI, DIRECTOR OF FINANCE
- Phone
- (262) 542-9546
- Website
- SOUTHMOUNTAIN.EAGLEPREP.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO OPERATE A CHARTER SCHOOL AND EDUCATE CHILDREN. STUDENTS GRADUATE FROM EAGLE WELL PREPARED TO BECOME INSPIRATIONS TO THEIR FAMILIES, LEADERS IN THEIR COMMUNITIES, AND SUCCESSES IN THEIR WORKPLACE.
Program accomplishments
- OPERATION OF CHARTER SCHOOL: WE ARE MORE THAN A SCHOOL...WE ARE A FAMILY! OUR TUITION FREE PUBLIC CHARTER SCHOOL OFFERES STRONG ACADEMICS, EMPHASIS ON CHARACTER DEVELOPMENT, AND PREPARATION FOR THE OPPORTUNITY OF A POSTSECONDARY EDUCATION. STUDENTS GRADUATE FROM EAGLE WELL PREPARED TO BECOME INSPIRATIONS TO THEIR FAMILIES, LEADERS IN THEIR COMMUNITIES, AND SUCCESSES IN THEIR WORKPLACE. WE OFFER A WARM AND NURTURING COMMUNITY FOR SCHOLARS IN GRADES K-8. WE BELIEVE IN PROVIDING A SAFE, SUPPORTIVE ENVIRONMENT WHERE TEACHING AND LEARNING ARE EXCITING.Expenses $4,557,462 · revenue $4,317,444
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2038321
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $3,647,105
- Income (IRS master file)
- $4,983,657
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,977,701 | $5,009,613 | $3,647,105 | IRS |
| 990 | June 2024 | $6,051,634 | $6,029,142 | $3,669,942 | IRS |
| 990 | June 2023 | $7,214,087 | $4,818,962 | $3,627,680 | XML |
| 990 | June 2022 | $5,147,091 | $4,978,137 | $8,189,600 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2038321).
Questions about EAGLE SOUTH MOUNTAIN CHARTER INC
- What is the EIN of EAGLE SOUTH MOUNTAIN CHARTER INC?
- The employer identification number (EIN) of EAGLE SOUTH MOUNTAIN CHARTER INC is 27-2038321.
- Is EAGLE SOUTH MOUNTAIN CHARTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to EAGLE SOUTH MOUNTAIN CHARTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does EAGLE SOUTH MOUNTAIN CHARTER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EAGLE SOUTH MOUNTAIN CHARTER INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EAGLE SOUTH MOUNTAIN CHARTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EAGLE SOUTH MOUNTAIN CHARTER INC?
- The 990 for the year ended June 30, 2025 names JACOB DONNELLI.
- Who are the officers and directors of EAGLE SOUTH MOUNTAIN CHARTER INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does EAGLE SOUTH MOUNTAIN CHARTER INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,977,701, expenses of $5,009,613 and total assets of $3,647,105 at year end.
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