2025-05-08T01:09:41-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 464095121 WOODBURY LEADERSHIP ACADEMY WOOD 6515712100 8089 GLOBE DRIVE WOODBURY MN 55125 JONAS BEUGEN EXECUTIVE DIRECTOR 6515712100 2025-05-07 1 0 MICHELLE HEKEL P01440878 3192346885 2025-05-07 2023 2025-03-06 01:10:19Z JONAS BEUGEN 8089 GLOBE DRIVE WOODBURY MN 55125 9644438 0 X WLAMN.ORG X 2013 MN OPERATION OF A PUBLIC CHARTER SCHOOL 8 5 112 10 0 0 7778429 9514438 64207 33602 73454 90884 87308 2704 8003398 9641628 0 0 0 0 4325427 5315242 0 0 0 3343746 4146773 7669173 9462015 334225 179613 5055153 4842667 4765970 4965759 289183 -123092 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 8612641 33602 WOODBURY LEADERSHIP (WLA) IS A CHARTER SCHOOL THAT SERVED STUDENTS IN GRADES K-8 DURING THE 2023-24 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 735 STUDENTS DURING THE 2023-2024 FISCAL YEAR. 8612641 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 1 0 0 1 19 0 1 112 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 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 SHELBI POOL BOARD CHAIR 1.00 0.00 X X 0 0 0 JOLENE SKORDAHL TREASURER/TEACHER 41.00 0.00 X X 54296 0 14713 NICOLE STEVENS SECRETARY/TEACHER 41.00 0.00 X X 45051 0 11324 RYAN SHEAK MEMBER 1.00 0.00 X 0 0 0 JULIE OHS MEMBER/TEACHER 41.00 0.00 X 51233 0 11183 PATRICK VOLLMUTH MEMBER 1.00 0.00 X 0 0 0 MIKE BALINT MEMBER 1.00 0.00 X 0 0 0 JOE VALENTINE MEMBER 1.00 0.00 X 0 0 0 DR KATHLEEN MORTENSEN EXECUTIVE DIRECTOR 41.00 0.00 X 162146 0 35318 312726 0 72538 1 0 1 0 MONARCH BUS SERVICE INC 101 E 10TH STREET STE 300 HASTINGS MN 55033 TRANSPORTATION SERVICES 634597 CKC GOOD FOOD 2919 WEST SERVICE ROAD EAGAN MN 55121 FOOD SERVICES 207238 ROCHON CORPORATION 28 2ND ST NW STE 200 OSSEO MN 55369 CONTRACTING SERVICES 166806 DESIGNS FOR LEARNING 2233 UNIVERSITY AVENUE WEST 450 SAINT PAUL MN 55114 SPECIAL EDUCATION SERVICES 147259 CREATIVE PLANNING 5454 WEST 110TH STREET OVERLAND PARK KS 66211 FINANCIAL MANAGEMENT AND ACCOUNTING SERV 123152 6 9500936 13502 9514438 FEES FROM PATRONS 611600 32205 32205 MEDICAL ASSISTANCE 611600 1397 1397 33602 90884 90884 2500 0 2500 2500 2500 3014 2810 204 204 9641628 33602 0 93588 X 379316 169354 209962 4006463 3707230 299233 336123 306864 29259 273012 236601 36411 320328 281614 38714 11727 11727 109942 109942 1877473 1848489 28984 191326 175308 16018 105011 65541 39470 1404432 1404432 11220 10832 388 77520 77095 425 54293 54293 INSTRUCTIONAL SUPPLIES 133677 133677 EQUIPMENT RENTAL AND MA 114732 114732 DUES & MEMBERSHIPS 29606 765 28841 FIELD TRIPS 25814 25814 9462015 8612641 849374 0 X 2025315 1541397 696254 1019997 35174 20678 1121225 353833 764736 767392 1533674 1493203 5055153 4842667 650562 685942 4115408 4279817 4765970 4965759 X 0 0 0 0 289183 -123092 289183 -123092 5055153 4842667 X 179613 -591888 X 0 1 X 1 0 X 5012 895 4117 430100 95928 334172 505919 257010 248909 180194 180194 767392 DEFERRED PENSION OUTFLOWS 1028065 DUE FROM FRIENDS OF WLA 465138 1493203 NET PENSION LIABILITY 4123245 DEFERRED PENSION INFLOWS 156572 4279817 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, 2024. 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 162146 0 0 0 0 0 14710 0 20608 0 197464 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 THE BOARD OF DIRECTORS USED COMPARABILITY DATA TO SELECT A STARTING COMPENSATION RANGE FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION COMMITTEE MEETS ANNUALLY TO DISCUSS THE EXECUTIVE DIRECTOR'S COMPENSATION INCREASE. THE COMMITTEE REVIEWS THE SALARIES OF OTHER DISTRICTS IN THE AREA AS WELL AS ANALYZES THE STATE'S FUNDING FORMULA INCREASE TO DETERMINE THE APPROPRIATE INCREASE. THE COMPENSATION INCREASE IS THEN DISCUSSED BY THE FINANCE COMMITTEE AND FINALLY BROUGHT TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE LICENSED TEACHERS AS MEMBERS OF THE BOARD OF DIRECTORS. JOLENE SKORDAHL, NICOLE STEVENS AND JULIE OHS ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR SERVICES AS TEACHERS. 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. 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 IX, LINE 11G TRANSPORTATION: PROGRAM SERVICE EXPENSES 838,917. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 838,917. FOOD SERVICE: PROGRAM SERVICE EXPENSES 525,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 525,582. MISC CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 483,990. MANAGEMENT AND GENERAL EXPENSES 28,984. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 512,974. 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 -591,888. 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 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FRIENDS OF WLA D 465138 ENDING BALANCE FRIENDS OF WLA K 1253725 CONTRACT