2020-04-29T14:37:55-05:00 2019-06-30 411431613 BERGANKDV LTD 3800 AMERICAN BLVD WEST SUITE 1000 MINNEAPOLIS MN 554314420 990 2018-07-01 464095121 WOODBURY LEADERSHIP ACADEMY WOOD 6515712100 8089 GLOBE DRIVE WOODBURY MN 55125 DR KATHLEEN MORTENSEN EXECUTIVE DIRECTOR 6515712100 2020-04-06 1 THERESA GOETTE P01062926 9525636800 2020-04-06 70.97.219.241 2020-04-06 14:23:55 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6043821AFCD7ED77A98774CF22E6A57363197761 2018 2020-09-23 17:36:50Z MANDI FOLKS 8089 GLOBE DRIVE WOODBURY MN 55125 3772820 0 X WOODBURYLEADERSHIPACADEMY.COM X 2013 MN SEE PART III, LINE 1 7 4 44 80 0 0 2063561 3725642 19087 36571 178 3219 1263 3065 2084089 3768497 0 0 0 0 1860105 1784454 0 0 500 1014760 1689652 2874865 3474106 -790776 294391 3223257 2784884 4028596 3092734 -805339 -307850 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 2942415 37678 WOODBURY LEADERSHIP (WLA) IS A CHARTER SCHOOL THAT SERVED STUDENTS IN GRADES K-6 DURING THE 2018-2019 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 387 STUDENTS DURING THE 2018-2019 FISCAL YEAR. 2942415 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 17 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 MN X BERGANKDV 6514632233 22488 CHIPPENDALE AVE FARMINGTON MN 55024 X MANDI FOLKS BOARD CHAIR 10.00 X X 0 0 0 ROMANA KREJCI SECRETARY 3.00 X X 0 0 0 JESSICA ERICKSON TREASURER/TEACHER 43.00 X X 35778 0 7412 CLAUDIA GEORGE MEMBER/TEACHER 43.00 X 36271 0 6933 JASON LIVINGSTON MEMBER 3.00 X 0 0 0 SHANNON KELLY MEMBER 3.00 X 0 0 0 JOLENE SKORDAHL MEMBER/TEACHER 43.00 X 41800 0 9148 MARY HITZEMANN MEMBER 3.00 X 0 0 0 KATHLEEN MORTENSEN EXECUTIVE DIRECTOR 40.00 X X 100880 0 21312 214729 0 44805 1 0 0 0 MONARCH BUS SERVICE INC 101 EAST 10TH STREET SUITE 300 HASTINGS MN 55033 TRANSPORTATION 167575 1 3717438 8204 23098 3725642 FEES FROM PATRONS 611600 36280 36280 MED ASST FR DEPT OF HS 611600 291 291 36571 3219 3219 6281 4323 1958 1958 MISC REVENUE 611600 1107 1107 1107 3768497 37678 0 5177 271958 130815 141143 101176 101176 1124056 963317 160739 85355 73382 11973 87756 70244 17512 114153 93422 20731 5364 5364 77030 77030 317450 287851 29099 500 1408 1408 63766 46275 17491 66830 50255 16575 635368 635064 304 18509 18305 204 30096 29646 450 12035 12035 TRANSPORTATION 315595 315595 INSTRUCTIONAL SUPPLIES 50244 50244 SMALL EQUIPMENT PURCHAS 49181 49181 DUES & MEMBERSHIPS 31168 31168 15608 15608 3474106 2942415 531191 500 X 395300 624546 298976 372319 10031 67171 312548 90180 176252 222368 2342698 1498480 3223257 2784884 145072 256526 3883524 2836208 4028596 3092734 X -981591 -530218 176252 222368 0 0 -805339 -307850 3223257 2784884 X 294391 203098 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 312548 90180 222368 222368 DEFERRED PENSION OUTFLOWS 1498480 1498480 NET PENSION LIABILITY 1846659 DEFERRED PENSION INFLOWS 989549 2836208 X 3768497 0 3768497 0 3768497 3520222 76212 76212 3444010 30096 30096 3474106 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: CAPITALIZED EQUIPMENT 76,212. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION EXPENSE 30,096. 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. MARY KELLY FAMILY RELATIONSHIP WITH SHANNON KELLY, BOARD MEMBER 35120 SPECIAL EDUCATION DIRECTOR SERVICES 0 FORM 990, PART VI, SECTION A, LINE 7A ANY STAFF MEMBERS WHO ARE EMPLOYED AT THE SCHOOL, INCLUDING LICENSED TEACHERS PROVIDING INSTRUCTION UNDER A COOPERATIVE, 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 FORM 990 IS PREPARED BY THE SCHOOL ACCOUNTANT. PRIOR TO FILING THE FORM 990, THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE WILL CONDUCT A DETAILED REVIEW OF THE 990. 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 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. THE BOARD OF DIRECTORS USED COMPARABILITY DATA TO SELECT A STARTING COMPENSATION RANGE FOR THE EXECUTIVE DIRECTOR. 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. 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. JESSICA ERICKSON, CHAUDIA GEORGE, JOLENE SKORDAHL 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: GASB 68 - PENSION ADJUSTMENT 203,098.