2024-05-15T09:03:22-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 464095121 WOODBURY LEADERSHIP ACADEMY WOOD 6515712100 8089 GLOBE DRIVE WOODBURY MN 55125 DR KATHLEEN MORTENSEN EXECUTIVE DIRECTOR 6515712100 2024-05-09 1 DR KATHLEEN MORTENSEN 999009999 1 MICHELLE HEKEL CPA P01440878 5157275700 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR KATHLEEN MORTENSEN 8089 GLOBE DRIVE WOODBURY MN 55125 8003398 0 X WLAMN.ORG X 2013 MN SEE PART III, LINE 1 6 4 83 13 0 0 7305251 7778429 43499 64207 2345 73454 -53 87308 7351042 8003398 0 0 0 0 3976879 4325427 0 0 0 2737490 3343746 6714369 7669173 636673 334225 4527445 5055153 4246036 4765970 281409 289183 X 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. 0 0 7041850 149986 WOODBURY LEADERSHIP (WLA) IS A CHARTER SCHOOL THAT SERVED STUDENTS IN GRADES K-8 DURING THE 2022-23 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 AN AVERAGE OF 635 STUDENTS DURING THE 2022-2023 FISCAL YEAR. 7041850 1 0 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 0 0 0 1 16 0 1 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 55431 X SHELBI POOL BOARD CHAIR 3.00 X X 0 0 0 JOLENE SKORDAHL TREASURER/TEACHER 43.00 X X 45492 0 14807 MANDI FOLKS SECRETARY 3.00 X X 0 0 0 RYAN SHEAK MEMBER 3.00 X 0 0 0 JULIE OHS MEMBER/TEACHER 43.00 X 48248 0 6318 RICHARD WASHINGTON MEMBER 3.00 X 0 0 0 DR KATHLEEN MORTENSEN EXECUTIVE DIRECTOR 43.00 X 169819 0 28785 263559 0 49910 1 0 1 0 MONARCH BUS SERVICE INC 101 E 10TH STREET STE 300 HASTINGS MN 55033 CONTRACTED TRANSPORTATION 591483 ROBEMY CLEANING SERVICES LLC 54 LANGER CIRCLE SAINT PAUL MN 55118 CONTRACTED MAINTENANCE 126167 BERGANKDV OUTSOURCED SERVICES LLC 5454 WEST 110TH STREET OVERLAND PARK KS 66211 CONTRACTED FINANCIAL MANAGEMENT 104788 3 7710658 67771 7778429 FEES FROM PATRONS 611600 55233 55233 MED ASST FR DEPT OF HS 611600 8974 8974 64207 73454 73454 1529 0 1529 1529 MISC REVENUE 611600 85779 85779 85779 8003398 149986 0 74983 X 296553 107095 189458 3259110 3090801 168309 269894 256894 13000 242248 225732 16516 257622 234120 23502 5047 5047 110238 110238 1216376 1184495 31881 142908 135858 7050 174170 141182 32988 1352179 1352179 10385 10127 258 61370 60585 785 23281 23281 INSTRUCTIONAL SUPPLIES 112814 112814 SMALL EQUIPMENT 64408 64408 FIELD TRIPS 31667 31667 DUES & MEMBERSHIPS 28291 28291 10612 10612 7669173 7041850 627323 0 X 1992176 2025315 409058 696254 24228 35174 1041049 276313 599207 764736 1502776 1533674 4527445 5055153 503591 650562 3742445 4115408 4246036 4765970 X -317798 -475553 599207 764736 0 0 281409 289183 4527445 5055153 X 334225 -326451 X 0 1 X 1 0 X 5012 579 4433 401369 61057 340312 454474 214677 239797 180194 180194 764736 DEFERRED PENSION OUTFLOWS 1455544 DUE FROM FRIENDS OF WOODBURY LEADER ACADEMY 78130 1533674 NET PENSION LIABILITY 3853568 DEFERRED PENSION INFLOWS 261840 4115408 X PART X, LINE 2: THE CHARTER SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE INCOME TAX LAWS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE CHARTER SCHOOL QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. 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 SCHOOL HAS THE RACIALLY NONDISCRIMINATORY POLICY AVAILABLE ON THE WEBSITE. SCHEDULE E, PART I, LINE 6 AS A MN PUBLIC CHARTER SCHOOL, THE ACADEMY RECEIVES STATE EDUCATION AID AND FEDERAL GRANT FUNDING. X X 0 0 0 0 0 0 0 0 0 DR KATHLEEN MORTENSEN EXECUTIVE DIRECTOR 169819 0 0 0 0 0 13309 0 15476 0 198604 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A ANY STAFF MEMBERS WHO ARE EMPLOYED AT THE SCHOOL AND ALL PARENTS/GUARDIANS OF CHILDREN ENROLLED IN THE SCHOOL MAY VOTE IN THE ELECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE WILL CONDUCT A DETAILED REVIEW OF THE 990 PRIOR TO FILING. THE FULL BOARD WILL RECEIVE A PUBLIC DISCLOSURE COPY OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S CONFLICT OF INTEREST POLICY COVERS OFFICERS AND BOARD MEMBERS AND REQUIRES EACH COVERED INDIVIDUAL TO NOTIFY THE BOARD OF DIRECTORS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST UPON ACKNOWLEDGMENT THAT A CONFLICT MAY EXIST. THE CONFLICTED INDIVIDUAL IS EXPECTED TO REPORT ALL MATERIAL FACTS TO THE BOARD, WHO SHALL DETERMINE WHETHER A CONFLICT EXISTS WITHOUT THE CONFLICTED INDIVIDUAL. AT THE START OF EVERY BOARD MEETING, DIRECTORS ARE ASKED IF THEY HAVE A CONFLICT WITH ANY OF THE ITEMS ON THE AGENDA. THE CONFLICTED INDIVIDUAL MAY NOT VOTE OR PARTICIPATE IN THE DETERMINATION PROCESS. ALL CONFLICTS AND PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 FOR TEACHING STAFF, THE PAY-SCALE THAT WAS IN PLACE FOR THE FIRST OPERATIONAL YEAR (2014-2015) WAS DETERMINED ON THE BASIS OF YEARS TEACHING, AS WELL AS EXPERIENCE TEACHING AND KNOWLEDGE OF THE CORE KNOWLEDGE SEQUENCE, RESPONSIVE CLASSROOM, AND DIFFERENTIATION OF INSTRUCTION. IN SUBSEQUENT YEARS, MODIFICATIONS TO THE INITIAL PAY-SCALE ARE BASED ON COMPARATIVE SCHOOL INFORMATION AND COST OF LIVING INCREASES. THE BOARD OF DIRECTORS USED COMPARABILITY DATA TO SELECT A STARTING COMPENSATION RANGE FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII, SECTION A: RELATED BOARD MEMBERS PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE LICENSED TEACHERS AS MEMBERS OF THE BOARD OF DIRECTORS. JOLENE SKORDAHL AND JULIE OHS ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR THEIR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G MISC CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 457,739. MANAGEMENT AND GENERAL EXPENSES 28,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 486,677. TRANSPORTATION: PROGRAM SERVICE EXPENSES 698,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 698,507. FOOD SERVICE: PROGRAM SERVICE EXPENSES 28,249. MANAGEMENT AND GENERAL EXPENSES 2,943. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,192. 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: GASB 68 - PENSION ADJUSTMENT -326,451. FRIENDS OF WLA 8089 GLOBE DRIVE WOODBURY MN 55129 851396456 LEASE BUILDING TO SCHOOL MN 501(C)(3) LINE 12A, I WOODBURY LEADERSHIP ACADEMY 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FRIENDS OF WLA E 78130 ENDING BALANCE FRIENDS OF WLA K 1164160 CONTRACT