2025-05-15T07:26:52-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-07-01 205033694 OPEN SKY EDUCATION INC OPEN 2625429546 20935 SWENSON DR 101 WAUKESHA WI 53186 JEREMY EHLERS CHIEF FINANCIAL OFFICER 2625429546 2025-05-14 1 0 KIMBERLY ANDERSON P00188889 6086628600 2025-05-14 2023 2025-03-06 01:10:19Z JEREMY EHLERS 20935 SWENSON DR 101 WAUKESHA WI 53186 13005541 0 X WWW.OPENSKYEDUCATION.ORG X 2006 WI OPEN SKY EDUCATION CREATES, SUPPORTS, LEADS, AND GROWS A FAMILY OF ORGANIZATIONS TO ENSURE A FULL AND LASTING EDUCATION IS ACCESSIBLE AND AFFORDABLE FOR ALL CHILDREN. 4 3 65 3 0 0 852000 403800 9610856 12229771 355199 238486 1084172 42665 11902227 12914722 838757 1945538 0 0 7028699 7229672 0 0 293731 3399514 3318876 11266970 12494086 635257 420636 20198472 16390625 4738725 476057 15459747 15914568 OPEN SKY EDUCATION CREATES, SUPPORTS, LEADS, AND GROWS A FAMILY OF ORGANIZATIONS TO ENSURE A FULL AND LASTING EDUCATION IS ACCESSIBLE AND AFFORDABLE FOR ALL CHILDREN. 0 0 6634342 1945538 7744122 OPEN SKY EDUCATION, INC: IS A NONPROFIT CORPORATION WHOSE PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES TO CHILDREN SUCH SERVICES WILL BE PROVIDED ON A NON-DISCRIMINATORY BASIS. 3815356 4393000 EEI REAL ESTATE HOLDINGS: THE 5 FACILITIES ARE SINGLE MEMBER LLCS ENGAGED IN THE OWNING, LEASING, DEVELOPING, AND MANAGING OF EDUCATIONAL RELATED REAL ESTATE. 563314 135314 SOARING EDUCATION SERVICES, LLC: SOARING EDUCATION SERVICES PROVIDES A SIMPLE, LOW-RISK, AFFORDABLE APPROACH TO CHRISTIAN EDUCATION. WE CAN HELP WITH EVERY ASPECT OF STARTING AND OPERATING A SCHOOL OR EVEN IMPROVING AN EXISTING SCHOOL. 11013012 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X TREVOR BURBACH 2625429546 20935 SWENSON DRIVE STE 101 WAUKESHA WI 53186 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 40.00 6.00 X X 402767 0 29410 GLENN KIECKHAEFER BOARD MEMBER 1.00 3.00 X 0 0 0 JAMES RAHN BOARD CHAIR & SECRETARY 1.00 3.00 X 0 0 0 MATTHEW BUROW BOARD TREASURER 1.00 3.00 X 0 0 0 DANIEL DEPIES CHIEF OPERATING OFFICER 40.00 6.00 X 248563 0 34849 JEREMY EHLERS CHIEF FINANCIAL OFFICER 40.00 6.00 X 199045 0 25567 ELLEN BARTLING REGIONAL EXECUTIVE DIRECTOR WI 10.00 30.00 X 183273 0 9819 JEREMY JONES REGIONAL EXECUTIVE DIRECTOR AZ 25.00 10.00 X 154743 0 15185 ERICA SAMZ NATIONAL DIRECTOR OF OPERATIONS 40.00 0.00 X 114905 0 14598 KATHLEEN MILLER NATIONAL DIRECTOR OF IT, DATA, & APPLICATIONS 40.00 0.00 X 110968 0 28428 JACOB PREUS DIRECTOR OF SOARING EDUCAT 40.00 0.00 X 134726 0 27537 JODY OLSON NATIONAL DIRECTOR OF ENROL 40.00 0.00 X 132626 0 21489 EDITH MARTWICK REGIONAL DIRECTOR OF TEACHING & LEARNING 20.00 20.00 X 80385 64885 17679 1762001 64885 224561 9 0 1 0 CITY WIDE FACILITY SOLUTIONS 3880 W WHEELHOUSE RD STE B MILWAUKEE WI 53208 CLEANING SERVICES 337755 GOODWILL TALENTBRIDGE LLC PO BOX 78695 MILWAUKEE WI 53278 STAFF RECRUITMENT SERVICES 202000 THE ULTIMATE SOFTWARE GROUP INC PO BOX 930953 ATLANTA GA 31193 HUMAN RESOURCE MANAGEMENT 169272 CLIFTONLARSONALLEN LLP PO BOX 775967 CHICAGO IL 60677 AUDITING SERVICES 135763 RICOH USA INC PO BOX 802815 CHICAGO IL 60680 IT MANAGEMENT SERVICES 109820 5 403800 403800 SERVICE REVENUE 531120 5649635 5649635 MANAGEMENT FEES 541610 4008004 4008004 SELF-INSURANCE PREMIUMS 525100 2094487 2094487 PROGRAM SERVICE RENT 531120 384996 384996 CONSULTING REVENUE 900099 92129 92129 520 520 12229771 322720 322720 6585 0 90819 6585 -90819 -84234 -84234 OTHER INCOME 990009 42665 42665 42665 12914722 12272436 0 238486 1945538 1945538 1303221 1303221 2899609 2338058 469314 92237 159661 134704 21072 3885 2582126 2054229 396502 131395 285055 246747 32424 5884 98658 51871 46787 98558 68303 29566 689 7127 5702 1069 356 798306 707264 79198 11844 283838 263572 6677 13589 209642 201676 5308 2658 344505 320793 17881 5831 1054901 1036786 13586 4529 202264 170172 25330 6762 499 499 47391 39370 6016 2005 23109 16678 6431 MISCELLANEOUS 96513 77514 14249 4750 PROFESSIONAL DEVELOPMEN 53565 46993 5686 886 12494086 11013012 1187343 293731 368394 7950790 9841025 300474 153871 1663879 1839195 90449 65031 366506 283891 207042 82615 3098508 9617444 1310380 20198472 16390625 351947 269112 4386778 206945 4738725 476057 X 15084747 15539568 375000 375000 15459747 15914568 20198472 16390625 420636 34185 0 X 0 1 X 1 0 X 8600 4413600 400000 852000 403800 6078000 8600 4413600 400000 852000 403800 6078000 1380057 4697943 285485 195934 137527 355199 322720 1296865 219771 784673 1185010 1390172 42665 3622291 10997156 57874248 0.42720 0.47400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 219,771. 2020 AMOUNT: $ 784,673. 2021 AMOUNT: $ 1,185,010. 2022 AMOUNT: $ 1,390,172. 2023 AMOUNT: $ 42,665. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83279 81334 1945 123912 84508 39404 159315 118049 41266 82615 FIXED INCOME- BONDS 3098508 C 3098508 SECURITY DEPOSITS 5930 DUE TO/FROM AFFILIATES 1095698 OPERATING ROU ASSET 208752 1310380 OPERATING LEASE 206945 206945 X PART X, LINE 2: UNDER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, MANAGEMENT IS REQUIRED TO EVALUATE ANY UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND PROVIDE ADDITIONAL DISCLOSURES. AT THIS TIME, THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MAY HAVE A MATERIAL EFFECT ON ITS CONSOLIDATED FINANCIAL STATEMENTS OR NOTE DISCLOSURES. 1 COMPASS FACILITIES 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 461891160 501(C)(3) 1945538 0 DAILY OPERATION EXPENSES PART I, LINE 2: THE GRANTS ARE TO RELATED ENTITIES THAT OPEN SKY CONTROLS. X X X X 1 0 0 0 0 0 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 402517 0 250 0 0 0 9984 0 19426 0 432177 0 0 0 DANIEL DEPIES CHIEF OPERATING OFFICER 248313 0 250 0 0 0 15423 0 19426 0 283412 0 0 0 JEREMY EHLERS CHIEF FINANCIAL OFFICER 198795 0 250 0 0 0 12465 0 13102 0 224612 0 0 0 ELLEN BARTLING REGIONAL EXECUTIVE DIRECTOR WI 168273 0 15000 0 0 0 5303 0 4516 0 193092 0 0 0 JEREMY JONES REGIONAL EXECUTIVE DIRECTOR AZ 154493 0 250 0 0 0 8407 0 6778 0 169928 0 0 0 EDITH MARTWICK REGIONAL DIRECTOR OF TEACHING & LEAR 80385 62385 0 2500 0 0 6908 3888 6728 155 94021 68928 0 0 JACOB PREUS DIRECTOR OF SOARING EDUCAT 134476 0 250 0 0 0 8111 0 19426 0 162263 0 0 0 JODY OLSON NATIONAL DIRECTOR OF ENROL 132376 0 250 0 0 0 8387 0 13102 0 154115 0 0 0 PART I, LINE 4A ELLEN BARTLING RECEIVED SEVERANCE PAY OF $63,630. JEREMY JONES RECEIVED SEVERANCE PAY OF $26,500. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 HAS BEEN COMPLETED BY MANAGEMENT AND OUR AUDITORS, IT IS DISTRIBUTED FOR FINAL REVIEW TO BOARD VIA EMAIL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WILL ALLOW THE PRESENTATION OF THOSE INVOLVED WITH THE CONFLICT OF INTEREST TO PLEAD THEIR CASE. AFTER THIS DISCUSSION, THE INDIVIDUAL PRESENTING THE CONFLICT MUST LEAVE THE MEETING DURING THE DECISION AND THE VOTE ON THE TRANSACTION INVOLVING THE COI. THE BOARD MAY APPOINT DIS-INTERESTED PARTIES TO SEARCH FOR ALTERNATIVES IF NO ADVANTAGEOUS RESULTS ARE FOUND. THE BOARD MAY ACCEPT THE COI IF THE BOARD IDENTIFIES A CONFLICT OF INTEREST THAT WAS NOT PRESENTED AND IT SHALL INFORM THE MEMBER OF SUCH BELIEF AND AFFORD THE MEMBER THE OPPORTUNITY TO EXPLAIN THE FAILURE TO DISCLOSE. THE BOARD SHALL TAKE ALL DISCIPLINARY AND CORRECTIVE ACTION TO DEAL WITH COI. FORM 990, PART VI, SECTION B, LINE 15 IN JULY 2023, THE BOARD RECEIVED EXECUTIVE COMPENSATION ADVISORY SERVICES FROM CLIFTONLARSONALLEN (CLA). CLA PROVIDED GUIDANCE BY OUTLINING THE COMPENSATION OF THE OFFICERS OF THE ORGANIZATION. ALL BOARD MEMBERS THAT ARE COMPENSATED THROUGH THE ORGANIZATION ARE EXCUSED AND THE DECISION IS MADE USING THIS COMPENSATION SCHEDULE. IN SUBSEQUENT YEARS, THE BOARD WILL ADDITIONALLY REVIEW SALARY DATA FROM THE CHARTER SCHOOL GROWTH FUND FOR SIMILAR SIZED AND COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. EEI REAL ESTATE HOLDINGS LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 260882256 REAL ESTATE HOLDING COMPANY WI 4481615 7850055 OPEN SKY EDUCATION INC EAGLE ST JOHN'S PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 383904771 REAL ESTATE HOLDING COMPANY WI 1982 0 OPEN SKY EDUCATION INC EAGLE EMMAUS PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 611764161 REAL ESTATE HOLDING COMPANY WI 0 0 OPEN SKY EDUCATION INC EAGLE MESSIAH PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 320521764 REAL ESTATE HOLDING COMPANY WI 2589 0 OPEN SKY EDUCATION INC EAGLE HOLY CROSS PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 611823952 REAL ESTATE HOLDING COMPANY WI 333395 -564622 OPEN SKY EDUCATION INC SOARING EDUCATION SERVICES LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 320440826 CURRICULUM AND PROGRAMMATIC CREATION WI 104099 46723 OPEN SKY EDUCATION INC HOPE CHRISTIAN SCHOOLS INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 392014547 OPERATION OF PRIVATE SCHOOLS WI 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 1 EAGLE SOUTH MOUNTAIN CHARTER INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272038321 OPERATION OF PUBLIC CHARTER SCHOOLS IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 1 EAGLE ARIZONA 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 274453238 OPERATION OF PUBLIC CHARTER SCHOOLS IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 1 EEI COMPASS EDUCATIONAL PARTNERS INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272605527 CONDUCT COMPLIMENTARY PRESCHOOL AND BEFORE AND AFTER CARE PROGRAMS TO K-8 WI 501(C)(3) LINE 10 OPEN SKY EDUCATION INC 1 COMPASS FACILITIES INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 461891160 REAL ESTATE HOLDING COMPANY WI 501(C)(3) LINE 12A, I OPEN SKY EDUCATION INC 1 EAGLE SOUTH MOUNTAIN PROPERTY INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272038433 REAL ESTATE HOLDING COMPANY AZ 501(C)(3) 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0