2024-05-13T17:19:45-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 203798769 SOUTHSIDE FAMILY CHARTER SCHOOL SOUT 6128728322 4500 CLINTON AVENUE MINNEAPOLIS MN 55419 ALISSA CASE EXECUTIVE DIRECTOR 6128728322 2024-05-03 1 ALISSA CASE 999009999 0 BRENT L ALEXANDER CPA P00075113 5157275700 2024-05-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALISSA CASE 4500 CLINTON AVENUE MINNEAPOLIS MN 55419 2074869 0 X WWW.SOUTHSIDEFAMILYSCHOOL.ORG X 2005 MN OPERATING A SMALL, DIVERSE K-8 CHARTER SCHOOL. 11 9 49 40 0 0 2382557 2053702 300 8262 199 2788 8698 1894 2391754 2066646 0 0 0 0 1390437 1536757 0 0 0 895535 790265 2285972 2327022 105782 -260376 1365664 955005 2017951 1709438 -652287 -754433 X SOUTHSIDE FAMILY CHARTER SCHOOL (SFCS) IS AN URBAN K-8 PUBLIC CHARTER SCHOOL ALTERNATIVE DEDICATED TO ACADEMIC EXCELLENCE, INNOVATION IN CURRICULUM, FAMILY INVOLVEMENT AND COMMUNITY PARTICIPATION. SFCS MEETS THE NEEDS OF A CULTURALLY AND ETHNICALLY DIVERSE POPULATION BY ENGAGING CHILDREN IN CRITICAL THINKING AND PROBLEM SOLVING, INVOLVING CHILDREN IN POLITICAL AND SOCIAL ACTIVISM, ENCOURAGING CREATIVE EXPRESSION, OFFERING A WIDE RANGE OF ELECTIVES AND ADVOCATING FOR CHILDREN AND FAMILIES. 0 0 2108248 11531 SOCIAL JUSTICE EDUCATION: THIS IS THE CENTRAL MISSION OF OUR ORGANIZATION AND AT THE CORE OF EVERYTHING WE DO. NOTEWORTHY, IS THE NUMBER OF ARTISTIC, CURRICULAR, AND EXTRACURRICULAR ACTIVITIES THAT ARE TIED TO THE SCHOOL'S SOCIAL JUSTICE MISSION. SFCS INTEGRATES THE MISSION INTO EVERY ASPECT OF THE SCHOOL'S CURRICULUM AND APPROACH. SFCS CONTINUES TO PROVIDE NUMEROUS OPPORTUNITIES FOR ARTISTIC AND CREATIVE EXPRESSION AS WELL. THESE OPPORTUNITIES ARE CENTRAL TO THE SCHOOL'S EDUCATIONAL DELIVERY MODEL AND, AS NOTED ABOVE, ARE INTEGRATED WITH THE SCHOOL'S MISSION. THE RESULTS FROM THE SPRING SCHOOL CLIMATE SURVEYS INDICATE THAT THE THREE MAJOR STAKEHOLDER GROUPS ARE EXPERIENCING A POSITIVE SCHOOL CLIMATE AND EDUCATIONAL EXPERIENCE. SFCS HAS A STAFF THAT REMAINS COMMITTED TO THE SCHOOL WITH LITTLE STAFF OR STUDENT TURNOVER. THE MINNESOTA DEPARTMENT OF EDUCATION RECOGNIZED SOUTHSIDE FAMILY CHARTER SCHOOL AS A CELEBRATION ELIGIBLE SCHOOL. SOCIAL JUSTICE EDUCATION IS ALL-ENCOMPASSING AND EXPENSES AND REVENUE REFLECT THAT. 2108248 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 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 55431 ALEX BERRYMAN MEMBER/TEACHER 45.00 X 37296 0 3151 CATE CARLIS MEMBER/TEACHER 45.00 X 48003 0 4056 STAN HACKER CHAIR 5.00 X X 0 0 0 MANNY DUERSON VICE CHAIR 5.00 X X 0 0 0 BENJY NICHOLIE TREASURER 5.00 X X 0 0 0 KJ STARR MEMBER 5.00 X 0 0 0 SARA HURLEY MEMBER 5.00 X 0 0 0 RICK FELDER MEMBER 5.00 X 0 0 0 KRISTA TINEI MEMBER 5.00 X 0 0 0 KARI SHARIFF MEMBER 5.00 X 0 0 0 MICHELLE LAW-PINK MEMBER 5.00 X 0 0 0 JULIE COHRS END 063023 EXECUTIVE DIRECTOR 45.00 X 64000 0 4800 ALISSA CASE BEG 061223 EXECUTIVE DIRECTOR 45.00 X 0 0 0 149299 0 12007 0 0 0 0 0 7121 1911721 134860 2053702 FEES FROM PATRONS 611710 4440 4440 MEDICAL ASSISTANCE 611710 3772 3772 FOOD SALES TO PUPILS 722514 50 50 8262 2788 2788 6546 7121 6546 0 302 1677 -1375 -1375 MISC REVENUE 900099 3269 3269 3269 2066646 11531 0 1413 136855 86493 50362 979297 977047 2250 73909 73738 171 262399 260422 1977 84297 80544 3753 1617 1617 82050 82050 213127 183214 29913 29763 26210 3553 37175 10804 26371 15000 15000 44100 44100 11492 11492 11914 11914 169994 169389 605 23415 23415 FOOD SERVICE 53102 53102 FIELD TRIPS 47555 47555 INSTRUCTIONAL SUPPLIES 19245 19245 DUES AND MEMBERSHIPS 16322 170 16152 14394 14394 2327022 2108248 218774 0 112030 160472 488566 248602 13550 10800 469556 406356 32637 63200 670439 520373 1365664 955005 216098 215750 1801853 1493688 2017951 1709438 X -677098 -809676 24811 55243 0 0 -652287 -754433 1365664 955005 X -260376 158230 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282028 273637 8391 187528 132719 54809 63200 DEFERRED OUTFLOWS - PENSION 362157 ROU ASSET 158216 520373 ROU LEASE LIABILITY 166173 DEFERRED PENSION RESOURCES 203883 NET PENSION LIABILITY 1123632 1493688 X 2075312 8666 8666 2066646 0 2066646 2177458 -149564 -149564 2327022 0 2327022 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, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: GASB 68 8,666. PART XII, LINE 2D - OTHER ADJUSTMENTS: GASB 68 -149,564. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS COMMUNICATED IN ALL SOLICITATION AND REGISTRATION MATERIALS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE EMPLOYEES, COMMUNITY MEMBERS SEATED ON THE BOARD OF DIRECTORS, AND PARENTS OF CHILDREN ENROLLED IN THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A EMPLOYEES, COMMUNITY MEMBERS SEATED ON THE BOARD OF DIRECTORS, AND PARENTS OF CHILDREN ENROLLED IN THE SCHOOL MAY VOTE IN ELECTIONS FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B REVISIONS TO THE ORGANIZATION'S BYLAWS ARE SUBJECT TO VETO BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BUSINESS MANAGER AND EXECUTIVE DIRECTOR REVIEW A DRAFT OF THE FORM 990. THE FINAL VERSION IS SHARED WITH THE VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AN ANNUAL STATEMENT DISCLOSING ANY CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR REVIEWS CONTRACTS FOR CONFLICTS OF INTEREST PRIOR TO APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR UPDATED DATA IS REVIEWED AS PART OF THE BUDGETING PROCESS FOR SALARY INCREASES, AS WELL AS PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 158,230.