2026-05-12T11:35:18-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 832334904 GREAT OAKS ACADEMY GREA 6516150499 115 ELM STREET FARMINGTON MN 55024 PAUL MCGLYNN EXECUTIVE DIRECTOR 6516150499 2026-05-09 1 1 BRIAN ARONSON P01425251 3192346885 2026-05-09 2024 2025-03-06 01:10:19Z PAUL MCGLYNN 115 ELM STREET FARMINGTON MN 55024 6759855 0 X HTTPS://GREATOAKSACADEMYMN.COM X 2018 MN OPERATION OF CHARTER SCHOOL IN FARMINGTON, MINNESOTA. 6 4 75 10 0 0 5421194 6706362 20930 39832 0 0 2284 -997 5444408 6745197 0 0 0 0 2574367 3230965 0 0 0 2655251 3210954 5229618 6441919 214790 303278 6570598 7265799 7012239 7352709 -441641 -86910 X CULTIVATING THE MINDS AND HEARTS OF OUR STUDENTS THROUGH A CLASSICAL, LIBERAL ARTS EDUCATION, WITH INSTRUCTION THAT IS RIGOROUS, LITERATURE-RICH, WONDROUS, AND VIRTUOUS IN A DISCIPLINED AND ENGAGING ENVIRONMENT. 0 0 5714717 40216 GREAT OAKS ACADEMY IS A TUITION-FREE, PUBLIC CHARTER SCHOOL OFFERING A CLASSICAL, LIBERAL ARTS EDUCATION TO STUDENTS ACROSS THE SOUTH METRO. WE SERVE STUDENTS IN GRADES K-9 AS A SINGLE COMMUNITY FROM TWO LOCATIONS, AND WILL ADD A GRADE EACH YEAR UNTIL K-12 IS SERVED. THE FARMINGTON CAMPUS SERVES STUDENTS IN GRADES K-5 AND THE EAGAN CAMPUS SERVES STUDENTS IN GRADES 5-9. DURING FISCAL YEAR 2025 WE SERVED 529 STUDENTS.A CLASSICAL EDUCATION GOES BEYOND ACADEMIC SUCCESS; IT PREPARES STUDENTS FOR A LIFETIME OF GROWTH AND ACHIEVEMENT. BY FOCUSING ON CORE SUBJECTS LIKE LITERATURE, HISTORY, MATHEMATICS, AND THE ARTS, STUDENTS DEVELOP CRITICAL THINKING, PROBLEM-SOLVING SKILLS, AND A LOVE OF LEARNING. THIS STRONG FOUNDATION HELPS THEM NAVIGATE LIFE'S CHALLENGES WITH WISDOM AND INTEGRITY, SETTING THEM UP FOR SUCCESS BOTH IN SCHOOL AND IN THEIR FUTURE CAREERS. WE BELIEVE THAT THE SKILLS LEARNED TODAY WILL SERVE OUR STUDENTS THROUGHOUT THEIR LIVES, SHAPING THEM INTO THOUGHTFUL, RESPONSIBLE INDIVIDUALS. 5714717 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 0 0 0 0 1 15 0 1 75 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 554314420 X ERIK QUEEN BOARD CHAIR 1.00 X X 0 0 0 MOLLIE WARREN VICE CHAIR 1.00 X X 0 0 0 RICHARD CHAMBERS TREASURER 1.00 X X 0 0 0 JOHN GUIST MEMBER 1.00 X 0 0 0 ANGIE GAREIS MEMBER/TEACHER 41.00 X 52606 0 4875 ROB CARPENTIER MEMBER/TEACHER 41.00 X 76231 0 6953 PAUL MCGLYNN EXECUTIVE DIRECTOR 40.00 X 99500 0 22409 228337 0 34237 0 0 0 0 MARSCHALL LINE INC 5199 WEST 212TH ST FARMINGTON MN 55024 TRANSPORTATION 520483 CKC GOOD FOOD 2919 WEST SERVICE ROAD EAGAN MN 55121 FOOD SERVICES 233531 UPTICK EDUCATION 13119 DANUBE LANE ROSEMOUNT MN 55068 SPECIAL EDUCATION SERVICES 122543 3 6586545 119817 6706362 FEES FROM PATRONS 611600 38542 38542 FOOD SALES TO PUPILS 611600 1290 1290 39832 13277 14658 -1381 -1381 MISCELLANEOUS REVENUE 900099 384 384 384 6745197 40216 0 -1381 X 252180 126957 125223 2449202 2193360 255842 202348 182189 20159 132331 108070 24261 194904 167540 27364 7241 7241 85948 85948 1359193 1278662 80531 62928 50822 12106 179983 139920 40063 481842 481842 25452 25452 9351 9351 565476 559023 6453 23808 23808 EQUIP PURCHASE, RENTAL 210063 210063 INSTRUCTIONAL SUPPLIES 145939 145939 DUES AND MEMBERSHIP 44737 2726 42011 FIELD TRIPS 8993 8993 6441919 5714717 727202 0 X 861290 1607719 674461 656160 36608 93352 508640 109760 429975 398880 4568264 4509688 6570598 7265799 396911 417682 347000 130774 85140 6484554 6502887 7012239 7352709 X 0 0 0 0 -441641 -86910 -441641 -86910 6570598 7265799 X 303278 51453 X 0 1 X 1 0 X 316564 47534 269030 192076 62226 129850 398880 DEFERRED PENSION RESOURCES 771362 RIGHT OF USE ASSET - BUILDING 3729737 DUE FROM SYH GREAT OAKS ACADEMY LLC 8589 4509688 NET PENSION LIABILITY 1616971 DEFERRED PENSION RESOURCES 487993 LEASE LIABILITIES 4397923 6502887 X PART X, LINE 2: THE CHARTER SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND SMILIAR 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 ACADEMY PUBLISHES ITS RACIALLY NONDISCRIMINIATORY POLICY ON ITS 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, 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 A, LINE 8B THE SCHOOL DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B 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 THE BOARD OF DIRECTORS USED COMPARABILITY DATA TO SELECT A STARTING COMPENSATION RANGE FOR THE EXECUTIVE DIRECTOR. 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. 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. ANGIE GAREIS AND ROB CARPENTIER ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G TRANSPORTATION SERVICES: PROGRAM SERVICE EXPENSES 534,609. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 534,609. MISC CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 509,994. MANAGEMENT AND GENERAL EXPENSES 80,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 590,525. FOOD SERVICES: PROGRAM SERVICE EXPENSES 234,059. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 234,059. 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 PENSIONS EXPENSE, NET 51,453. FORM 990, ADDITIONAL INFORMATION SYH GREAT OAKS ACADEMY LLC, AN UNAFFILIATED BUILDING COMPANY (THE BUILDING COMPANY) IS A MINNESOTA NONPROFIT LIMITED LIABILITY COMPANY AND SINGLE MEMBER LLC OF SPARK YOUTH DBA SPARK-Y (EIN #80-0331558). THE BUILDING COMPANY OWNS THE REAL ESTATE AND BUILDING LEASED TO GREAT OAKS ACADEMY FOR ITS SCHOOL OPERATIONS. AS THE SOLE MEMBER OF THE LLC, SPARK YOUTH DBA SPARK-Y IS THE DIRECT CONTROLLING ENTITY.