2026-04-14T21:21:51-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2024-07-01 411822009 ATHLOS LEADERSHIP ACADEMY ATHL 7637778942 10100 NOBLE PARKWAY BROOKLYN PARK MN 55443 JENNIFER GERAGHTY PRINCIPAL 7637778942 2026-04-09 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2026-04-09 2024 2025-03-06 01:10:19Z JENNIFER GERAGHTY 10100 NOBLE PARKWAY BROOKLYN PARK MN 55443 14612950 0 X WWW.ATHLOSBROOKLYNPARK.ORG X 1994 MN ATHLOS LEADERSHIP ACADEMY IS A PRE-K THROUGH 8TH GRADE SCHOOL. 4 2 117 71 0 0 14748672 14225551 187147 223850 36806 109574 18307 30109 14990932 14589084 0 0 0 0 7566181 7168716 0 0 0 7873406 7449905 15439587 14618621 -448655 -29537 7437432 7004767 8147711 7572793 -710279 -568026 X ATHLOS LEADERSHIP ACADEMY IS A PRE-K THROUGH 8TH GRADE PUBLIC CHARTER SCHOOL THAT BELIEVES IN PROVIDING STUDENTS WITH A CHALLENGING AND COMPREHENSIVE HIGH SCHOOL PREPARATORY EDUCATION THROUGH HIGH STANDARDS FOR ACADEMIC SCHOLARSHIP, FITNESS AND NUTRITION, CHARACTER DEVELOPMENT AND STUDENT LEADERSHIP OPPORTUNITIES. 0 0 12780402 234242 ATHLOS LEADERSHIP ACADEMY (ALA) IS A PRE-K THROUGH 8TH GRADE CHARTER SCHOOL LOCATED IN BROOKLYN PARK, MINNESOTA. THE SCHOOL SERVES APPROXIMATELY 812 STUDENTS. ATHLOS IS A UNIQUE PUBLIC SCHOOL MODEL THAT PREPARES KIDS FOR A COMPETITIVE FUTURE IN THREE ESSENTIAL WAYS: ACADEMICS + ATHLETICS + CHARACTER. ALA PROVIDES A SCHOOL CLIMATE WHERE BOTH ACADEMIC ACHIEVEMENT AND A CARING COMMUNITY ARE VALUED. 12780402 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 13 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 554314420 X CAROLINE WALKER MEMBER/TEACHER 41.00 0.00 X 29068 0 18586 RYAN NELSON SECRETARY/TEACHER 41.00 0.00 X X 48958 0 33565 ANN DEGROOT BOARD CHAIR 1.00 0.00 X X 0 0 0 JOY BLANCHARD TREASURER 1.00 0.00 X X 0 0 0 JENNIFER GERAGHTY PRINCIPAL 40.00 1.00 X 230840 0 36186 KIT MURLEY-HENSPETER DEAN OF ACADEMICS 40.00 0.00 X 116784 0 34138 STACI EDDY AP AND BENEFITS COORDINATOR 40.00 0.00 X 137425 0 10852 JULIE BROWN ACADEMIC RESOURCES COORDINATOR 40.00 0.00 X 102225 0 21199 JEREMY WILSON DIRECTOR OF FACILITIES AND SECURITY 40.00 0.00 X 130344 0 12721 ADREA BURSCH DEAN 40.00 0.00 X 122138 0 11101 917782 0 178348 6 0 1 0 METROPOLITAN TRANSPORTATION NETWORK 8260 HICKORY ST NE FRIDLEY MN 55432 STUDENT TRANSPORTATION 2557468 ATHLOS LEADERSHIP OF MINNESOTA LLC 918 W IDAHO ST BOISE ID 83702 CHARTER MANAGEMENT ORGANIZATION 745899 TRIO COMMUNITY MEALS LLC 300 S TRYON ST SUITE 400 CHARLOTTE NC 28202 FOOD SERVICE 639775 FAMILY ACHIEVEMENT CENTER INC 2101 WOODDALE DRIVE STE A WOODBURY MN 55125 STUDENT SUPPORT SERVICES 151596 CREATIVE PLANNING 5454 WEST 110TH STREET OVERLAND PARK KS 66211 FINANCIAL SERVICES 129215 7 5485 14219566 500 14225551 FEES FROM PATRONS 611710 216885 216885 MEDICAL ASSISTANCE 611710 6736 6736 FOOD SALES TO PUPILS 611710 229 229 223850 120166 120166 9831 0 9831 9831 9831 10592 -10592 -10592 -10592 13274 5485 13274 0 9886 0 9886 9886 MISC REVENUE 611600 10392 10392 10392 14589084 234242 0 129291 X 327591 73434 254157 5504055 5245583 258472 461701 439112 22589 452359 370055 82304 423010 386765 36245 19049 19049 153933 153933 4259438 3428255 831183 112191 96865 15326 241739 180501 61238 2046879 2046879 11623 10788 835 2491 2491 326947 256674 70273 95149 95149 INSTRUCTIONAL SUPPLIES 78234 78234 EQUIP RENTAL & MAINT 51696 51696 DUES & MEMBERSHIPS 33182 567 32615 FIELD TRIPS 14080 14080 3274 3274 14618621 12780402 1838219 0 X 2641291 3133020 1723636 1352860 100837 74606 2436891 1487592 1187608 949299 51687 17360 1732373 1477622 7437432 7004767 929358 834148 3800 1500 7214553 6737145 8147711 7572793 X 0 0 0 0 -710279 -568026 -710279 -568026 7437432 7004767 X -29537 171790 X 0 1 X 1 1 1 X 901305 497107 404198 1535586 990485 545101 949299 DEFERRED OUTFLOWS - PENSION 1311432 DUE FROM AFFILIATED BUILDING COMPANY 22251 ROU ASSET 143939 1477622 NET PENSION LIABILITY 4704866 DEFERRED INFLOWS - PENSION 1860848 LEASE LIABILITIES 155640 LONG-TERM SUBSCRIPTION 15791 6737145 X PART X, LINE 2: THE ACADEMY IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION UNDER IRS CODE SECTION 501(C)(3). DUE TO THE NOT-FOR-PROFIT NATURE AND PROVISION OF THE ACADEMY, ALL INCOME AND EXPENSES ATTRIBUTABLE TO THE MISSION OF THE ACADEMY ARE TAX EXEMPT AND ACCORDINGLY NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE BEEN MADE IN THE FINANCIAL STATEMENTS AND CONTRIBUTIONS TO THE ACADEMY ARE TAX DEDUCTIBLE TO DONORS AS ALLOWED BY IRS REGULATIONS. HOWEVER, THE ACADEMY IS REQUIRED TO PAY STATE AND FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. IF THE ACADEMY WERE TO ENGAGE IN ANY ACTIVITIES THAT RESULTED IN UNRELATED BUSINESS INCOME, A TAX WOULD BE ASSESSED ON THAT ACTIVITY. THE ACADEMY IS OPEN AND SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THE FILING DATE. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL DOES NOT ADVERTISE DURING THE SOLICITATION PERIOD, HOWEVER, THE NONDISCRIMINATION POLICY IS MADE AVAILABLE IN BROCHURES AND HANDBOOKS. SCHEDULE E, PART I, LINE 4 NO SCHOLARSHIPS AWARDED. SCHEDULE E, PART I, LINE 6 AS A MN PUBLIC CHARTER SCHOOL, THE SCHOOL RECEIVES STATE EDUCATION AID AND FEDERAL GRANT FUNDING. NONE NONE 0 X X X 0 0 0 0 0 0 0 0 0 JENNIFER GERAGHTY PRINCIPAL 230840 0 0 0 0 0 19792 0 16394 0 267026 0 0 0 KIT MURLEY-HENSPETER DEAN OF ACADEMICS 116784 0 0 0 0 0 11126 0 23012 0 150922 0 0 0 BRAEDON GERAGHTY FAMILY RELATIONSHIP WITH JENNIFER GERAGHTY, PRINCIPAL 45659 FISCAL YEAR COMPENSATION & BENEFITS 0 COLLIN GERAGHTY FAMILY RELATIONSHIP WITH JENNIFER GERAGHTY, PRINCIPAL 41301 FISCAL YEAR COMPENSATION & BENEFITS 0 SCHEDULE L, PART IV: ALL TRANSACTIONS WITH RELATED PARTIES ARE PROVIDED AT FAIR MARKET VALUE. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF THE BOARD ARE SELECTED BY A MAJORITY VOTE OF ALL ELIGIBLE VOTERS. CUMULATIVE VOTING IS NOT PERMITTED. EACH ELIGIBLE VOTER SHALL HAVE ONE VOTE FOR EACH DIRECTOR TO BE ELECTED. ELIGIBLE VOTERS INCLUDE ALL STAFF MEMBERS, TEACHERS EMPLOYED BY THE SCHOOL INCLUDING MEMBERS OF A COOPERATIVE EMPLOYED BY THE SCHOOL, BOARD MEMBERS, AND ALL PARENTS OR LEGAL GUARDIANS OF CHILDREN ENROLLED IN THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRINCIPAL. THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS AND MEMBERS OF EACH COMMITTEE WITH BOARD-DELEGATED POWERS. EACH COVERED INDIVIDUAL SHALL COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ANNUAL STATEMENTS AT THE TIME OF HIS OR HER INITIAL ELECTION OR APPOINTMENT AND ANNUALLY THEREAFTER. A VIOLATION OF THE SCHOOL'S POLICY RENDERS A CONTRACT VOIDABLE AT THE OPTION OF THE COMMISSIONER OR THE CHARTER SCHOOL BOARD OF DIRECTORS. A MEMBER OF THE SCHOOL'S BOARD OF DIRECTORS WHO VIOLATES THIS PROHIBITION IS INDIVIDUALLY LIABLE TO THE CHARTER SCHOOL FOR ANY DAMAGES CAUSED BY THE VIOLATION IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS OR MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTEREST PERSON, THE INTERESTED PERSON MUST LEAVE THE BOARD (OR COMMITTEE) MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD (OR COMMITTEE) MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MEETING MINUTES SHALL DOCUMENT THE NAMES OF THE PERSONS WHO DISCLOSED A RELATIONSHIP OR OTHERWISE WERE FOUND TO HAVE A CONFLICT, THE NATURE OF THE RELATIONSHIP, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE BOARD'S (OR COMMITTEE'S) DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED, THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSIONS, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE SCHOOL PRINCIPAL, J GERAGHTY INCLUDED AN APPROVAL BY THE BOARD. THE SALARY WAS DETERMINED ON A BASIS CONSISTENT WITH THE PRIOR YEAR'S SALARY AND WITHIN THE LIMITATIONS OF THE BUDGET. THE SCHOOL'S ANNUAL FISCAL YEAR BUDGET INCLUDED RESEARCH DATA WITH COMPENSATION INFORMATION FOR PRINCIPALS IN COMPARABLE SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY 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 A LICENSED TEACHER AS A MEMBER OF THE BOARD OF DIRECTORS. RYAN NELSON AND CAROLINE WALKER ARE BOARD MEMBERS BUT RECEIVE COMPENSATION FOR THEIR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 494,121. MANAGEMENT AND GENERAL EXPENSES 831,183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,325,304. STUDENT TRANSPORTATION: PROGRAM SERVICE EXPENSES 2,160,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,160,879. FOOD SERVICE: PROGRAM SERVICE EXPENSES 773,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 773,255. 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 171,790. SPARTAN INNOVATION BUILDING CORPORATION 10100 NOBLE PKY BROOKLYN PARK MN 55443 474004934 RENTAL PROPERTY MN 501(C)(3) LINE 12A, I ATHLOS LEADERSHIP ACADEMY 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 SPARTAN INNOVATION BUILDING CORPORATION K 1908639 LEASE AGREEMENT SPARTAN INNOVATION BUILDING CORPORATION D 22251 CASH BALANCE