2026-05-03T17:41:45-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 464095121 WOODBURY LEADERSHIP ACADEMY WOOD 6515712100 8089 GLOBE DRIVE WOODBURY MN 55125 JONAS BEUGEN SUPERINTENDENT 6515712100 2026-05-01 1 1 MICHELLE HEKEL P01440878 3192346885 2026-05-01 2024 2025-03-06 01:10:19Z JONAS BEUGEN 8089 GLOBE DRIVE WOODBURY MN 55125 11389892 0 X WLAMN.ORG X 2013 MN OPERATION OF A PUBLIC CHARTER SCHOOL 8 5 128 10 0 0 9514438 11230291 33602 61772 90884 75906 2704 21923 9641628 11389892 0 0 0 0 5315242 6147806 0 0 0 4146773 4792657 9462015 10940463 179613 449429 4842667 5565734 4965759 5189599 -123092 376135 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 10024882 79398 WOODBURY LEADERSHIP (WLA) IS A CHARTER SCHOOL THAT SERVED STUDENTS IN GRADES K-8 DURING THE 2024-25 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 878 STUDENTS DURING THE 2024-2025 FISCAL YEAR. 10024882 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 1 0 0 1 19 0 1 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 55431 X SHELBI POOL BOARD CHAIR 1.00 0.00 X X 0 0 0 COLLEEN LAUTENBACH TREASURER/TEACHER 41.00 0.00 X X 57063 0 12380 CARLYE SHERRILL SECRETARY 1.00 0.00 X X 0 0 0 MADELINE KNUTSON MEMBER/TEACHER 41.00 0.00 X 45476 0 9308 ALLISON PINT MEMBER/TEACHER 41.00 0.00 X 57658 0 13584 ASHLEY PTACEK MEMBER 1.00 0.00 X 0 0 0 WILLIAM BECK MEMBER 1.00 0.00 X 0 0 0 JOE VALENTINE MEMBER 1.00 0.00 X 0 0 0 JONAS BEUGEN SUPERINTENDENT (BEG JULY 2024) 41.00 0.00 X 82500 0 7219 BENJAMIN BRODERICK FACILITIES DIRECTOR 40.00 1.00 X 118913 0 17539 NICHOLAS RICE PRINCIPAL 40.00 0.00 X 112791 0 22912 474401 0 82942 2 0 0 0 CKC GOOD FOOD 2919 WEST SERVICE ROAD EAGAN MN 55121 FOOD SERVICES 545020 WEXFORD COMMERCIAL CONSTRUCTION 6800 FRANCE AVENUE SOUTH SUITE 555 EDINA MN 55435 CONSTRUCTION SERVICES 351650 MINNESOTA COACHES INC 101 E 10TH STREET SUITE 300 HASTINGS MN 55033 TRANSPORTATION SERVICES 171218 KEYS TO COMMUNICATION PO BOX 1608 HUDSON WI 54016 SPECIAL EDUCATION SERVICES 123840 ROBEMY CLEANING SERVICES 54 LANGER CIRCLE SAINT PAUL MN 55118 JANITORIAL SERVICES 118950 5 11154662 75629 11230291 FEES FROM PATRONS 611600 53764 53764 MEDICAL ASSISTANCE 611600 7761 7761 SALES TO PUPILS 611600 247 247 61772 75906 75906 4297 0 4297 4297 MISC REVENUE 611600 17626 17626 17626 11389892 79398 0 80203 X 354559 171949 182610 4569393 4299020 270373 495184 461736 33448 367017 330132 36885 361653 329398 32255 3631 3631 95628 95628 2277964 2142762 135202 240721 211842 28879 176224 114460 61764 1489160 1489160 44435 39692 4743 74528 74284 244 67652 67652 INSTRUCTIONAL SUPPLIES 136452 136452 EQUIPMENT RENTAL AND MA 113126 113126 FIELD TRIPS 42625 42625 DUES & MEMBERSHIPS 30511 592 29919 10940463 10024882 915581 0 X 1541397 1960146 1019997 1156620 20678 123200 1181494 428362 767392 753132 1493203 1572636 4842667 5565734 685942 685601 4279817 4503998 4965759 5189599 X 0 0 0 0 -123092 376135 -123092 376135 4842667 5565734 X 449429 49798 X 0 1 X 1 0 X 448310 132010 316300 552990 296352 256638 180194 180194 753132 DEFERRED PENSION OUTFLOWS 1302044 DUE FROM FRIENDS OF WLA 270592 1572636 NET PENSION LIABILITY 3594468 DEFERRED PENSION INFLOWS 909530 4503998 X PART X, LINE 2: THE CHARTER SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE INCOME TAX LAWS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE CHARTER SCHOOL QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE ORGANIZATION HAS EVALUATED AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. 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. FORM 990, PART VI, SECTION A, LINE 7A ANY STAFF MEMBERS WHO ARE EMPLOYED AT THE SCHOOL 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 EXECUTIVE DIRECTOR AND FINANCE COMMITTEE WILL CONDUCT A DETAILED REVIEW OF THE 990 PRIOR TO FILING. 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 THE BOARD OF DIRECTORS USED COMPARABILITY DATA TO SELECT A STARTING COMPENSATION RANGE FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION COMMITTEE MEETS ANNUALLY TO DISCUSS THE EXECUTIVE DIRECTOR'S COMPENSATION INCREASE. THE COMMITTEE REVIEWS THE SALARIES OF OTHER DISTRICTS IN THE AREA AS WELL AS ANALYZES THE STATE'S FUNDING FORMULA INCREASE TO DETERMINE THE APPROPRIATE INCREASE. THE COMPENSATION INCREASE IS THEN DISCUSSED BY THE FINANCE COMMITTEE AND FINALLY BROUGHT TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE LICENSED TEACHERS AS MEMBERS OF THE BOARD OF DIRECTORS. JOLENE SKORDAHL, NICOLE STEVENS AND JULIE OHS ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR SERVICES AS TEACHERS. 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. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VII, SECTION A: PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE LICENSED TEACHERS AS MEMBERS OF THE BOARD OF DIRECTORS. COLLEEN LAUTENBACH, MADELINE KNUTSON AND ALLISON PINT ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G TRANSPORTATION: PROGRAM SERVICE EXPENSES 1,026,146. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,026,146. FOOD SERVICE: PROGRAM SERVICE EXPENSES 531,647. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 531,647. MISC CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 584,969. MANAGEMENT AND GENERAL EXPENSES 135,202. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 720,171. 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 49,798. FRIENDS OF WLA 8089 GLOBE DRIVE WOODBURY MN 55129 851396456 LEASE BUILDING TO SCHOOL MN 501(C)(3) LINE 12A, I WOODBURY LEADERSHIP ACADEMY 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FRIENDS OF WLA D 270592 ENDING BALANCE FRIENDS OF WLA K 1314600 CONTRACT