Nonprofit · EIN 46-4095121
WOODBURY LEADERSHIP ACADEMY
Tax-exempt · WOODBURY, MN 55125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,389,892 | $10,940,463 | $449,429 | $5,565,734 | $5,189,599 | $376,135 |
| June 30, 2024 | 990 | $9,641,628 | $9,462,015 | $179,613 | $4,842,667 | $4,965,759 | -$123,092 |
| June 30, 2023 | 990 | $8,003,398 | $7,669,173 | $334,225 | $5,055,153 | $4,765,970 | $289,183 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,230,291
- of which government grants
- $11,154,662
- Program service revenue
- $61,772
- Investment income
- $75,906
- Net income from sales of inventory
- $4,297
- Other revenue
- $21,923
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $354,559
- Other salaries and wages
- $4,569,393
- Salaries, compensation and benefits (total)
- $6,147,806
- Professional fundraising fees
- $0
- Legal fees
- $3,631
- Accounting fees
- $95,628
- Occupancy
- $1,489,160
- Depreciation
- $74,528
- Program services (functional)
- $10,024,882
- Management and general (functional)
- $915,581
Balance sheet and other
- Total assets, start of year
- $4,842,667
- Total assets, end of year
- $5,565,734
- Total liabilities, end of year
- $5,189,599
- Net assets, end of year
- $376,135
- Land, buildings and equipment
- $753,132
- Gross receipts
- $11,389,892
- Employees
- 128
- Volunteers
- 10
- Year formed
- 2013
- State of legal domicile
- MN
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 | Other / benefits |
|---|---|---|---|---|
| BENJAMIN BRODERICK | FACILITIES DIRECTOR Highest-paid employee | 40 | $118,913 | $17,539 |
| NICHOLAS RICE | PRINCIPAL Highest-paid employee | 40 | $112,791 | $22,912 |
| JONAS BEUGEN | SUPERINTENDENT (BEG JULY 2024) Officer | 41 | $82,500 | $7,219 |
| ALLISON PINT | MEMBER/TEACHER Trustee or director | 41 | $57,658 | $13,584 |
| COLLEEN LAUTENBACH | TREASURER/TEACHER Trustee or director, Officer | 41 | $57,063 | $12,380 |
| MADELINE KNUTSON | MEMBER/TEACHER Trustee or director | 41 | $45,476 | $9,308 |
| SHELBI POOL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CARLYE SHERRILL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY PTACEK | MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM BECK | MEMBER Trustee or director | 1 | $0 | $0 |
| JOE VALENTINE | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR KATHLEEN MORTENSEN | EXECUTIVE DIRECTOR Officer | 41 | $162,146 | $35,318 |
| JOLENE SKORDAHL | TREASURER/TEACHER Trustee or director, Officer | 41 | $54,296 | $14,713 |
| JULIE OHS | MEMBER/TEACHER Trustee or director | 41 | $51,233 | $11,183 |
| NICOLE STEVENS | SECRETARY/TEACHER Trustee or director, Officer | 41 | $45,051 | $11,324 |
| SHELBI POOL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RYAN SHEAK | MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICK VOLLMUTH | MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE BALINT | MEMBER Trustee or director | 1 | $0 | $0 |
| JOE VALENTINE | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR KATHLEEN MORTENSEN | EXECUTIVE DIRECTOR Officer | 43 | $169,819 | $28,785 |
| JOLENE SKORDAHL | TREASURER/TEACHER Trustee or director, Officer | 43 | $45,492 | $14,807 |
| JULIE OHS | MEMBER/TEACHER Trustee or director | 43 | $48,248 | $6,318 |
| SHELBI POOL | BOARD CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| MANDI FOLKS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| RYAN SHEAK | MEMBER Trustee or director | 3 | $0 | $0 |
| RICHARD WASHINGTON | MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8089 GLOBE DR, WOODBURY, MN 55125-3388
- Mailing address (990-N for 2013)
- 600 Weird Drive, Woodbury MN 55125
- Principal officer (990 for 2024)
- JONAS BEUGEN, 8089 GLOBE DRIVE, WOODBURY, MN 55125
- Principal officer (990-N for 2013)
- Bruce Sorensen, 600 Weir Drive, Woodbury MN 55125
- Signed the 990
- JONAS BEUGEN, SUPERINTENDENT
- Phone
- (651) 571-2100
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
THE MISSION OF WLA IS TO UTILIZE LEADERSHIP BASED PROGRAMS AND STRATEGIES GROUNDED IN SOLID RESEARCH, COMBINED WITH THE DEMONSTRATED SUCCESS OF CORE KNOWLEDGE CURRICULUM AS THE BASIS OF A RIGOROUS OVERALL EDUCATIONAL PROGRAM THAT BUILDS STRONG SKILLS IN MATH, READING, LITERATURE, WRITING, MUSIC, SCIENCE AND TECHNOLOGY.
Program accomplishments
- WOODBURY LEADERSHIP (WLA) IS A CHARTER SCHOOL THAT SERVED STUDENTS IN GRADES K-8 DURING THE 2024-25 SCHOOL YEAR. WLA INCORPORATES THE CORE KNOWLEDGE SEQUENCE AND DIFFERENTIATES INSTRUCTION TO MEET THE NEEDS OF ALL STUDENTS. WLA HAS A FOCUS ON LEADERSHIP WHICH IS SEEN THROUGH STUDENT COUNCIL, STUDENT LED ASSEMBLIES, AND CORE VIRTUES. WLA SERVED 878 STUDENTS DURING THE 2024-2025 FISCAL YEAR.Expenses $10,024,882 · revenue $79,398
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
- 46-4095121
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $5,565,734
- Income (IRS master file)
- $11,389,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,389,892 | $10,940,463 | $5,565,734 | IRS |
| 990 | June 2024 | $9,641,628 | $9,462,015 | $4,842,667 | IRS |
| 990 | June 2023 | $8,003,398 | $7,669,173 | $5,055,153 | XML |
| 990 | June 2022 | $7,351,042 | $6,714,369 | $4,527,445 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Bruce Sorensen | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-4095121).
Questions about WOODBURY LEADERSHIP ACADEMY
- What is the EIN of WOODBURY LEADERSHIP ACADEMY?
- The employer identification number (EIN) of WOODBURY LEADERSHIP ACADEMY is 46-4095121.
- Is WOODBURY LEADERSHIP ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to WOODBURY LEADERSHIP ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WOODBURY LEADERSHIP ACADEMY 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 WOODBURY LEADERSHIP ACADEMY 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 WOODBURY LEADERSHIP ACADEMY 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 WOODBURY LEADERSHIP ACADEMY?
- The 990 for the year ended June 30, 2025 names JONAS BEUGEN.
- Who are the officers and directors of WOODBURY LEADERSHIP ACADEMY?
- The 990 for the year ended June 30, 2025 lists 11 people; 6 received compensation from the organization, the highest $118,913 (BENJAMIN BRODERICK, FACILITIES DIRECTOR).
- How much revenue does WOODBURY LEADERSHIP ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,389,892, expenses of $10,940,463 and total assets of $5,565,734 at year end.
Other nonprofits in WOODBURY
- MATH AND SCIENCE ACADEMY EIN 41-1907844 · last filed 990 for 2025
- FRIENDS OF WLA EIN 85-1396456 · last filed 990 for 2025
- MSA BUILDING COMPANY EIN 41-1926728 · last filed 990 for 2025
- NEW LIFE ACADEMY EDUCATIONAL FOUNDATION INC EIN 41-1915933 · last filed 990 for 2025
- SOUTH WASHINGTON COUNTY SCHOOLS EDUCATIONAL FOUNDATION INC EIN 41-1796512 · last filed 990 for 2025
- ASSOCIATION OF NOTRE DAME CLUBS INC EIN 31-1075525 · last filed 990-EZ for 2025
- EDQUEST INCORPORATED EIN 47-3966456 · last filed 990 for 2025
- RAPTORS END ZONE CLUB EIN 26-4702672 · last filed 990-EZ for 2025