2020-01-28T09:43:14-06:00 2019-06-30 411431613 BERGANKDV LTD 3800 AMERICAN BLVD WEST SUITE 1000 MINNEAPOLIS MN 554314420 990 2018-07-01 731673656 EAGLE RIDGE ACADEMY EAGL 9527467760 11111 BREN RD W MINNETONKA MN 55343 JASON ULBRICH EXECUTIVE DIRECTOR 9527467760 2020-01-16 1 THERESA GOETTE P01062926 9525636800 2020-01-16 70.97.219.241 2020-01-16 13:58:13 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6043821AFCD7ED77A98774CF22E6A57363197761 2018 2020-11-06 18:47:13Z JOHN SCHWIRTZ 11111 BREN RD W MINNETONKA MN 55343 15639602 0 1 X WWW.EAGLERIDGEACADEMY.ORG X 2004 MN PROVIDE STUDENTS WITH A TRADITIONAL, CLASSICAL EDUCATION TO STUDENTS IN GRADES K-12. 11 5 256 250 0 0 14291844 14769657 672399 817930 8150 36884 320608 13871 15293001 15638342 0 0 0 0 11398982 9106227 0 0 102136 5597136 5659858 16996118 14766085 -1703117 872257 15704185 16534961 21043743 19109843 -5339558 -2574882 THE MISSION OF EAGLE RIDGE ACADEMY IS TO PROVIDE OUR STUDENTS WITH A TRADITIONAL, CLASSICAL EDUCATION THAT DEMANDS THEIR BEST IN ACADEMIC ACHIEVEMENT, BEHAVIOR, AND ATTITUDES WHILE CHALLENGING THEM TO ATTAIN THEIR HIGHEST POTENTIAL. 0 0 13049718 829025 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 ENDED JUNE 30, 2019 EAGLE RIDGE ACADEMY SERVED AN ESTIMATED 1,358 STUDENTS. 13049718 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 13 0 1 256 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 5 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X BERGANKDV 6514632233 22488 CHIPPENDALE AVE FARMINGTON MN 55024 X APRIL GRABANSKI BOARD CHAIR/TEACHER 45.00 X X 65850 0 5190 JOHN SCHWIRTZ VICE CHAIR 4.00 X X 0 0 0 KEN KULUS TREASURER 3.00 X X 0 0 0 ANN WATANABE SECRETARY 2.00 X X 0 0 0 KATHY OBERSTAR DIRECTOR 2.00 X 0 0 0 RAHUL DEEP DIRECTOR 2.00 X 0 0 0 JULIA DEMAKIS-HAUSTEIN DIRECTOR/TEACHER 42.00 X 32560 0 16298 LISA JOHNSON DIRECTOR/TEACHER 42.00 X 46341 0 3677 KATIE KATZNER DIRECTOR/TEACHER 42.00 X 46294 0 11027 JANE WEGENER-VENEMA DIRECTOR/TEACHER 42.00 X 48628 0 14462 AUSTEN ROCKCASTLE DIRECTOR/TEACHER 42.00 X 64828 0 12357 JASON ULBRICH EXECUTIVE DIRECTOR 50.00 X 127645 0 21056 CATHLEEN TRYGGESTAD DIRECTOR OF SPECIAL SERVIC 40.00 X 103745 0 8096 535891 0 92163 2 0 0 0 METROPOLITAN TRANSPORTATION NETWORK INC 8260 HICKORY ST NE FRIDLEY MN 55432 STUDENT TRANSPORTATION 760262 UNIVERSAL CLEANING SERVICES INC 12372 RIVER RIDGE BLVD BURNSVILLE MN 55337 JANITORIAL SERVICES 301202 BLUE BELL ENTERPRISES INC 1415 MENDOTA HEIGHTS RD MENDOTA HEIGHTS MN 55120 FOOD SERVICE 193134 CADAN TECHNOLOGIES 4131 OLD SIBLEY MEMORIAL HWY STE200 EAGAN MN 55122 TECHNOLOGY SERVICES 171069 BERGANKDV OUTSOURCED SERVICES 22488 CHIPPENDALE AVE W FARMINGTON MN 55024 FINANCIAL MANAGEMENT 126737 6 14664848 104809 8075 14769657 OTHER EDUCATIONAL PURPOSE 611710 555862 555862 FOOD SALES 611710 256703 256703 MEDICAL ASSISTANCE 611710 5365 5365 817930 36884 36884 2460 0 2460 2460 2460 1576 1260 316 316 MISCELLANEOUS REVENUE 900099 11095 11095 11095 15638342 829025 0 39660 552999 395618 157381 339850 339850 6429954 5539738 814963 75253 510678 448821 56213 5644 736384 607200 115962 13222 536362 461590 69955 4817 4425 4425 136636 136636 459173 435345 20628 3200 5420 5420 236303 150275 86028 369855 277340 92515 2548017 2548017 37778 37503 275 3398 3398 130602 115502 15100 45111 45111 TRANSPORTATION 857049 857049 FOOD SERVICE 337594 337594 EQUIPT RENTAL & MAINT 171790 171790 INSTRUCTIONAL SUPPLIES 171283 171283 145424 106694 38730 14766085 13049718 1614231 102136 X 179362 205019 2216745 2798974 1411344 1549636 120901 170885 1305376 502952 721445 802424 11054388 11008023 15704185 16534961 1066163 1112714 158899 156114 35215 94497 19783466 17746518 21043743 19109843 X -6025788 -3282808 686230 707926 0 0 -5339558 -2574882 15704185 16534961 X 872257 1892419 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215630 22097 193533 1089746 480855 608891 802424 DUE FROM AFFILIATED BUILDING COMPANY 226500 DEFERRED OUTFLOWS - PENSION 10781523 11008023 NET PENSION LIABILITY 6985838 DEFERRED INFLOWS - PENSION 10760680 17746518 18244882 2614615 2614615 15630267 8075 8075 15638342 17004786 2369303 2369303 14635483 130602 130602 14766085 PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATED BUILDING COMPANY REVENUES 2,526,255. CAPITAL LEASE PROCEEDS 88,360. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTED ASSET 8,075. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATED BUILDING COMPANY EXPENSES 2,136,720. CAPITALIZED EQUIPMENT 203,505. REPAYMENT OF CAPITAL LEASE OBLIGATIONS 29,078. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION EXPENSE 130,602. 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. 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 AT THE ACADEMY. 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. APRIL GRABANSKI, JULIA DEMAKIS-HAUSTEIN, LISA JOHNSON, KATIE KATZNER, JANE WEGENER-VENEMA, AND AUSTEN ROCKCASTLE ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR THEIR SERVICES AS TEACHERS. 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 2,300,801. DIRECT AID CONTRIBUTIONS RELATING TO NET PENSION LIABILITIES -408,382. 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 0 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 2270075 LEASE AGREEMENT EAGLE RIDGE ACADEMY AFFILIATED BUILDING COMPANY D 226500 CASH BALANCE FRIENDS OF EAGLE RIDGE ACADEMY INC C 78724 CASH RECEIVED