2022-05-16T17:59:34-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-07-01 392014547 HOPE CHRISTIAN SCHOOLS INC HOPE 2625429546 20935 SWENSON DR NO 101 WAUKESHA WI 53186 JEREMY EHLERS CHIEF FINANCIAL OFFICER 2625429546 2022-05-16 1 JEREMY EHLERS 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEREMY EHLERS 20935 SWENSON DR NO 101 WAUKESHA WI 53186 30404278 0 X N/A X 2000 WI TO ASSIST PARENTS AND FAMILIES IN PROVIDING THEIR CHILDREN WITH A HIGH-QUALITY COLLEGE AND CHARACTER-CENTERED CHRISTIAN EDUCATION. 3 3 397 3 0 0 2270187 3329466 23844027 26900130 70716 44943 56366 128836 26241296 30403375 0 0 0 0 10575627 12603673 0 0 0 13965290 14119248 24540917 26722921 1700379 3680454 5795210 8169327 3826206 2519869 1969004 5649458 X OUR MISSION IS ROOTED IN THE 3 CS - CHRIST. COLLEGE. CHARACTER. HOPE OFFERS K-12 STUDENTS A VALUES-BASED EDUCATION THAT DEVELOPS THEIR KNOWLEDGE AND CULTIVATES THEIR CHARACTER - THE FUNDAMENTAL TRAITS THEY NEED TO BECOME INSPIRATIONS TO THEIR FAMILIES, LEADERS IN THEIR COMMUNITIES, AND SUCCESSES IN THE WORKPLACE. 0 0 23422062 26900130 HOPE CHRISTIAN SCHOOLS, INC. CURRENTLY OPERATES SEVEN PRIVATE SCHOOLS IN THE METROPOLITAN MILWAUKEE AREA: HOPE CHRISTIAN SCHOOLS: PRIMA, LLC; HOPE CHRISTIAN SCHOOLS: HIGH SCHOOL, LLC; HOPE CHRISTIAN SCHOOLS: FORTIS; HOPE CHRISTIAN SCHOOLS: SEMPER, LLC; HOPE CHRISTIAN SCHOOLS: CARITAS, LLC; HOPE CHRISTIAN SCHOOLS: FIDELIS, LLC; HOPE CHRISTIAN SCHOOLS: VIA, LLC (COLLECTIVELY "THE HOPE SCHOOLS"). THE HOPE SCHOOLS ARE ORGANIZED AS SINGLE-MEMBER LIMITED LIABILITY COMPANIES AND ARE GOVERNED BY OPERATING AGREEMENTS BETWEEN THE HOPE SCHOOLS AND HOPE. UNDER THE AGREEMENT, HOPE IS VESTED WITH ALL POWERS TO MANAGE THE BUSINESS AND AFFAIRS OF THE HOPE SCHOOLS TO ENSURE THAT ALL ACTIVITIES ARE CONSISTENT WITH HOPE'S TAX-EXEMPT PURPOSE. 23422062 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 1 0 0 0 1 16 0 1 397 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JEREMY EHLERS 2625429546 20935 SWENSON DRIVE SUITE 101 WAUKESHA WI 53186 CJ SZAFIR SECRETARY 1.00 X X 0 0 0 ALAN RUPPEL TREASURER 1.00 X X 0 0 0 RANDALL NIEMANN INTERIM CHAIR 1.00 X X 0 0 0 GLENN KIECKHAEFER EXECUTIVE VICE PRESIDENT 1.00 39.00 X 0 222339 17989 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 1.00 39.00 X 0 346572 33690 JEREMY EHLERS CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 113928 18067 EDITH MARTWICK PRINCIPAL 40.00 X 108999 0 5343 ELLEN BARTLING EXECUTIVE DIRECTOR 35.00 5.00 X 0 128141 12117 DENIECE FIELDS RUSSELL PRINCIPAL 40.00 X 111387 0 15518 220386 810980 102724 6 0 1 0 FIRST STUDENT INC 22157 NEWORK PLACE CHICAGO IL 60673 TRANSPORTATION SERVICES 1563095 OPEN SKY EDUCATION INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 MANAGEMENT 1389208 RICOH USA INC PO BOX 802815 CHICAGO IL 60680 PRINT MANAGEMENT SERVICES 311684 MINDSHIFT TECHNOLOGIES INC PO BOX 200105 PITTSBURGH PA 15251 IT MANAGEMENT 293196 LEXIA LEARNING SYSTEMS LLC BOX 83315 WOBURN MA 01813 LITERACY SERVICES 138566 8 1191173 2138293 3329466 PER PUPIL STATE FUNDING 611110 26823136 26823136 TUITION AND STUDENT FEES 611110 76994 76994 26900130 44943 44943 903 -903 -903 OTHER INCOME 900099 129739 129739 129739 30403375 26900130 0 173779 10438387 10260193 178194 1387136 1348787 38349 778150 764518 13632 2964107 369513 2594594 3060 3060 85583 85583 384487 384487 210018 210018 5846126 5846126 176 176 68143 68143 204746 204746 330186 330186 51541 51541 TRANSPORTATION SERVICES 1618806 1618806 INSTRUCTION AND SUPPORT 1300373 1300373 FOOD PROGRAM 924477 924477 MISCELLANEOUS 69138 66178 2960 58281 58281 26722921 23422062 3300859 0 4286817 4583340 2000 0 40765 2260791 78461 22662 4008148 2718545 1340790 1289603 46377 12931 5795210 8169327 475316 728612 2221 0 3348669 1791257 3826206 2519869 X 315391 5390131 1653613 259327 1969004 5649458 5795210 8169327 3680454 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1814320 1159419 654901 1946377 1404096 542281 247451 155030 92421 1289603 DUE TO AFFILIATES 59905 SCHOLARSHIP PAYABLE 14145 CAPITAL LEASE OBLIGATIONS 57509 RELATED PARTY LONG TERM DEBT 1659698 1791257 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 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ENROLLMENT AND FOOD PROGRAM ADVERTISING INCLUDES THE STATEMENT: "ADMISSION IS NOT BASED ON ETHNICITY, NATIONAL ORIGIN, GENDER, INCOME LEVEL, DISABLING CONDITION, PROFICIENCY IN ENGLISH LANGUAGE, OR ATHLETIC ABILITY." SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FUNDS FROM PARTICIPATION IN THE MILWAUKEE PARENTAL CHOICE PROGRAM, RACINE PARENTAL CHOICE PROGRAM AND OTHER GRANTS FROM THE STATE AND FEDERAL GOVERNMENT, SUCH AS NSLP AND SBP. X X X X 0 0 0 0 0 0 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 0 346322 0 250 0 0 0 17415 0 16275 0 380262 0 0 GLENN KIECKHAEFER EXECUTIVE VICE PRESIDENT 0 222089 0 250 0 0 0 12130 0 5859 0 240328 0 0 PART I, LINE 3 IN JUNE 2021, 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 HAS ADDITIONALLY REVIEWED SALARY DATA FROM THE CHARTER SCHOOL GROWTH FUND FOR SIMILAR SIZED AND COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER, WHICH SHALL BE OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION, INC. SHALL HAVE AUTHORITY OVER ALL CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER, WHICH SHALL BE OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION, INC. SHALL HAVE AUTHORITY OVER ALL CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER, WHICH SHALL BE OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION, INC. SHALL HAVE AUTHORITY OVER ALL CORPORATE MANNERS. 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, 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 DISCIPLIANRY AND CORRECTIVE ACTION TO DEAL WITH COI. FORM 990, PART VI, SECTION B, LINE 15 IN JUNE 2021, 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 HAS ADDITIONALLY REVIEWED 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. HOPE CHRISTIAN SCHOOLS PRIMA LLC 2345 N 25TH STREET MILWAUKEE WI 53206 451774504 OPERATION OF PRIVATE SCHOOL WI 5236891 2940025 HOPE CHRISTIAN SCHOOLS INC HOPE CHRISTIAN SCHOOLS HIGH SCHOOL LLC 3215 N MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 454884471 OPERATION OF PRIVATE SCHOOL WI 2648795 488409 HOPE CHRISTIAN SCHOOLS INC HOPE CHRISTIAN SCHOOLS FORTIS LLC 3601 N PORT WASHINGTON AVE MILWAUKEE WI 53212 462009807 OPERATION OF PRIVATE SCHOOL WI 4690992 1202241 HOPE CHRISTIAN SCHOOLS INC HOPE CHRISTIAN SCHOOLS SEMPER LLC 3040 W CAPITAL DRIVE MILWAUKEE WI 53216 454885582 OPERATION OF PRIVATE SCHOOL WI 4273353 963235 HOPE CHRISTIAN SCHOOLS INC HOPE CHRISTIAN SCHOOLS CARITAS LLC 8920 W BROWN DEER RD MILWAUKEE WI 53224 454546121 OPERATION OF PRIVATE SCHOOL WI 5002340 895039 HOPE CHRISTIAN SCHOOLS INC HOPE CHRISTIAN SCHOOLS VIA LLC 3502 DOUGLAS AVE RACINE WI 53402 473380710 OPERATION OF PRIVATE SCHOOL WI 3869307 571481 HOPE CHRISTIAN SCHOOLS INC HOPE CHRISTIAN SCHOOLS FIDELIS LLC 4200 W DOUGLAS AVENUE MILWAUKEE WI 53209 811994012 OPERATION OF PRIVATE SCHOOL WI 4875322 1314159 HOPE CHRISTIAN SCHOOLS INC OPEN SKY EDUCATION INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 205033694 OPERATION AND MANAGEMENT OF NETWORK OF PRIVATE AND CHARTER SCHOOLS WI 501(C)(3) LINE 7 0 EAGLE SOUTH MOUNTAIN CHARTER INC 2450 W SOUTH MOUNTAIN AVE PHOENIX AZ 85041 272038321 OPERATION OF PUBLIC CHARTER SCHOOL IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 EAGLE ARIZONA 2435 EAST PECAN RD PHOENIX AZ 85040 274453238 OPERATION OF PUBLIC CHARTER SCHOOL IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 EAGLE SOUTH MOUNTAIN PROPERTY INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272038433 REAL ESTATE HOLDING COMPANY AZ 501(C)(3) LINE 12A, I OPEN SKY EDUCATION INC 0 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 0 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 0 EAGLE OHIO 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 474425782 OPERATION OF PUBLIC CHARTER SCHOOLS IN ACCORDANCE WITH A R S SEC 15-381 WI 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 1 1 0 0