2025-05-13T08:08:01-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 731673656 EAGLE RIDGE ACADEMY EAGL 9527467760 11111 BREN RD W MINNETONKA MN 55343 JASON ULBRICH EXECUTIVE DIRECTOR 9527467760 2025-04-28 1 1 BRIAN ARONSON CPA P01425251 3192346885 2025-04-28 2023 2025-03-06 01:10:19Z JASON ULBRICH 11111 BREN RD W MINNETONKA MN 55343 20377785 0 1 X WWW.EAGLERIDGEACADEMY.ORG X 2004 MN ENGAGE ALL STUDENTS, GRADES K-12, IN A TIME-TESTED, CLASSICAL LIBERAL ARTS EDUCATION 8 4 281 400 0 0 17187872 19478682 809289 539148 177 200468 1124773 135221 19122111 20353519 0 0 0 0 11535890 12368824 0 0 0 6949755 7680792 18485645 20049616 636466 303903 13112809 12237373 13630027 12173365 -517218 64008 THE MISSION OF EAGLE RIDGE ACADEMY IS TO ENGAGE ALL STUDENTS IN A TIME-TESTED, CLASSICAL LIBERAL ARTS EDUCATION THAT DEMANDS THEIR BEST IN ACADEMIC ACHIEVEMENT AND HONORABLE CHARACTER WHILE CHALLENGING THEM TO ATTAIN THEIR HIGHEST POTENTIAL. 0 0 17970417 626639 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 ENDING JUNE 30, 2024, EAGLE RIDGE ACADEMY SERVED AN ESTIMATED 1,520 STUDENTS. 17970417 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 29 0 1 281 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 4 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 CLARE MURRAY BOARD CHAIR/TEACHER 42.00 0.00 X X 68013 0 6018 ELLIOT LOUTSCH VICE CHAIR 2.00 0.00 X X 0 0 0 DAVID CROSON TREASURER 2.00 0.00 X X 0 0 0 ANNE BARTOW SECRETARY/TEACHER 42.00 0.00 X X 68034 0 5985 BETSY BIXBY BOARD MEMBER/TEACHHER 42.00 0.00 X 53019 0 14861 ERIK EDIN BOARD MEMBER/TEACHER 42.00 0.00 X 47915 0 24295 FARHIYA ROBLE BOARD MEMBER 2.00 0.00 X 0 0 0 KATHY OBERSTAR BOARD MEMBER 2.00 0.00 X 0 0 0 JASON ULBRICH EXECUTIVE DIRECTOR 40.00 1.00 X 196901 0 40818 SUSAN BLOOMGREN ACADEMIC DIRECTOR 40.00 0.00 X 116568 0 44367 JANELLE MELLGREN PRINCIPAL (K-4) 40.00 0.00 X 110830 0 21036 ERIN JOHNSON PRINCIPAL (9-12) 40.00 0.00 X 110568 0 9845 AMBER DAHLSTROM DIRECTOR OF SPECIAL SERVICES 40.00 0.00 X 111676 0 18230 883524 0 185455 5 0 1 0 METROPOLITAN TRANSPORTATION 8260 HICKORY ST NE FRIDLEY MN 55432 TRANSPORTATION SERVICES 1027649 CORPORATE TECHNOLOGIES LLC 2000 44TH ST SW 100 FARGO ND 58103 TECH SUPPORT, MANAGED SERVICES 629747 TAHER INC BIN 135092 PO BOX 1150 MINNEAPOLIS MN 554801150 FOOD SERVICES 592783 UNIVERSAL CLEANING SERVICES 12372 RIVER RIDGE BLVD BURNSVILLE MN 55337 JANITORIAL AND REPAIR SERVICES 528651 CREATIVE PLANNING 5454 WEST 110TH ST OVERLAND PARK KS 66211 FINANCIAL MANAGEMENT/ACCOUNTING SERVICES 133901 7 19455589 23093 19478682 FEES FROM PATRONS 611710 494309 494309 FOOD SALES 611710 33901 33901 MEDICAL ASSISTANCE 611710 10938 10938 539148 223125 223125 47743 0 47743 47743 47743 22657 -22657 -22657 -22657 1596 1609 -13 -13 MISCELLANEOUS REVENUE 531390 87491 87491 87491 20353519 626639 0 248198 X 556097 304269 251828 9166725 8189624 977101 760553 680385 80168 1177337 997539 179798 708112 614923 93189 1810 1810 171979 171979 2817942 2781285 36657 277158 197877 79281 554501 417166 137335 3062039 3062039 41967 38593 3374 205887 190145 15742 97802 97802 INSTRUCTIONAL SUPPLIES 172520 172520 EQUIPT RENTAL & MAINT 145077 145077 FIELD TRIPS 69617 69617 DUES & MEMBERSHIPS 62188 11556 50632 305 305 20049616 17970417 2079199 0 X 723161 385422 5747308 5679580 2165991 2438702 100810 230632 1821398 887812 918690 933586 3456849 2569451 13112809 12237373 1435593 1134950 141180 161004 12053254 10877411 13630027 12173365 X 0 0 0 0 -517218 64008 -517218 64008 13112809 12237373 X 303903 277323 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 390214 145942 244272 1431184 741870 689314 933586 DUE FROM AFFILIATED BUILDING COMPANY 249019 DEFERRED OUTFLOWS OF RESOURCES - PENSION 2320432 2569451 NET PENSION LIABILITY 10425807 DEFERRED INFLOWS OF RESOURCES - PENSION 451604 10877411 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, 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 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 162731 0 0 0 34170 0 17555 0 23263 0 237719 0 0 0 SUSAN BLOOMGREN ACADEMIC DIRECTOR 97468 0 0 0 19100 0 11567 0 32800 0 160935 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D) 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, BETSY BIXBY, AND ERIK EDIN ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR THEIR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G TRANSPORTATION: PROGRAM SERVICE EXPENSES 1,179,647. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,179,647. FOOD SERVICE: PROGRAM SERVICE EXPENSES 892,184. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 892,184. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 709,454. MANAGEMENT AND GENERAL EXPENSES 36,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 746,111. 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 277,323. 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 2703525 LEASE AGREEMENT EAGLE RIDGE ACADEMY AFFILIATED BUILDING COMPANY D 249019 CASH BALANCE