2024-05-13T14:19:59-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 274453238 EAGLE ARIZONA EAGL 2625429546 20935 SWENSON DR 101 WAUKESHA WI 53186 JEREMY EHLERS CFO 2625429546 2024-05-10 1 JEREMY EHLERS 999009999 1 KIMBERLY ANDERSON P00188889 6086628600 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEREMY EHLERS 20935 SWENSON DR 101 WAUKESHA WI 53186 8790840 0 X EAGLEPREP.ORG X 2010 AZ TO OPERATE A CHARTER SCHOOL AND EDUCATE CHILDREN. STUDENTS GRADUATE FROM EAGLE WELL PREPARED TO BECOME INSPIRATIONS TO THEIR FAMILIES, LEADERS IN THEIR COMMUNITIES, AND SUCCESSES IN THEIR WORKPLACE. 4 3 113 3 0 0 2307766 2446478 6073234 6296199 -5021 15210 36213 23330 8412192 8781217 0 0 0 0 3833838 3894143 0 0 0 4029242 4425014 7863080 8319157 549112 462060 3805584 4022913 1504572 1259841 2301012 2763072 X TO OPERATE A CHARTER SCHOOL AND EDUCATE CHILDREN. STUDENTS GRADUATE FROM EAGLE WELL PREPARED TO BECOME INSPIRATIONS TO THEIR FAMILIES, LEADERS IN THEIR COMMUNITIES, AND SUCCESSES IN THEIR WORKPLACE. 0 1 7647393 6296199 OPERATIONS OF CHARTER SCHOOLS: EAGLE COLLEGE PREPARATORY SCHOOLS ARE RELENTLESSLY FOCUSED ON PROVIDING WORLD-CLASS EDUCATIONAL OPPORTUNITIES THAT ARE ACCESSIBLE AND AFFORDABLE FOR ALL CHILDREN. WORKING WITH STUDENTS, TEACHERS, PARENT AND THE COMMUNITY, EAGLE SCHOOLS PURSUE ACADEMIC GREATNESS IN EDUCATION AND POSITIVE CHARACTER DEVELOPMENT AMONG STUDENTS IN A SAFE AND SUPPORTIVE LEARNING ENVIRONMENT. 7647393 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 113 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X JEREMY EHLERS 2625429546 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 MATT FRYBERGER CHAIR PERSON 1.00 1.00 X X 0 0 0 SUSAN ROJAS DIRECTOR 1.00 1.00 X 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 1.00 45.00 X X 0 397805 22603 STEVEN INMAN SECRETARY 1.00 1.00 X X 0 0 0 GLENN KIECKHAEFER FORMER EXECUTIVE VICE PRESIDENT 1.00 45.00 X 0 269745 19735 JEREMY EHLERS CHIEF FINANCIAL OFFICER 1.00 45.00 X 0 184831 20599 DANIEL DEPIES CHIEF OPERATING OFFICER 1.00 45.00 X 0 229962 24102 0 1082343 87039 0 0 1 0 OPEN SKY EDUCATION INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 MANAGEMENT 932787 CADILLAC'S CATERING LLC 8416 S 15TH ST PHOENIX AZ 85042 FOOD MGMT SERVICES 427770 SCOOT EDUCATION INC 5670 WILSHIRE BLVD SUITE 1970 LOS ANGELES CA 90036 STAFFING SERVICES 187470 RICOH USA INC PO BOX 802815 CHICAGO IL 606802815 IT MGMT SERVICES 180573 CROSS COUNTRY EDUCATION PO BOX 743425 LOS ANGELES CA 900743425 STAFFING SERVICES 137052 5 2378625 67853 2446478 PER PUPIL STATE FUNDIN 611110 6246280 6246280 STUDENT FEES 611110 49919 49919 6296199 15210 15210 14652 9623 5029 5029 OTHER INCOME 900099 18301 18301 18301 8781217 6296199 0 38540 3127459 3057795 69664 534261 522295 11966 232423 227094 5329 659286 204326 454960 9597 9597 26845 26845 92481 92481 91469 91469 1183338 1183338 25518 25518 18653 18653 48772 48772 178516 178516 27737 27737 INSTRUCTION AND SUPPORT 1347987 1347987 FOOD PROGRAM 425976 425976 MISCELLANEOUS 181884 180962 922 PROFESSIONAL DEVELOPMEN 95844 95844 11111 11111 8319157 7647393 671764 0 2412732 2893316 833747 602932 10724 13900 1136364 749104 526307 387260 22074 125505 3805584 4022913 158721 148010 15314 21720 1330537 1090111 1504572 1259841 X 2089216 2530868 211796 232204 2301012 2763072 3805584 4022913 462060 0 X X 0 1 X 1 1 1 X 119861 39281 80580 1016503 709823 306680 387260 NOTES PAYABLE - RELATED PARTY 982796 DUE TO - RELATED PARTY 43867 RIGHT OF USE ASSETS 63448 1090111 X 8906412 115572 9623 125195 8781217 0 8781217 8444352 115572 9623 125195 8319157 0 8319157 PART X, LINE 2: UNDER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, MANAGEMENT IS REQUIRED TO EVALUATE ANY UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND PROVIDE ADDITIONAL DISCLOSURES. AT THIS TIME, THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MAY HAVE A MATERIAL EFFECT ON ITS CONSOLIDATED FINANCIAL STATEMENTS OR NOTE DISCLOSURES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENESES 9,623. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENESES 9,623. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 HTTPS://WWW.EAGLEPREP.ORG/ADMISSIONS/APPLY-NOW - STATES THE FOLLOWING: IN ACCORDANCE WITH FEDERAL CIVIL RIGHTS LAW AND U.S. DEPARTMENT OF AGRICULTURE (USDA) CIVIL RIGHTS REGULATIONS AND POLICIES, THIS INSTITUTION IS PROHIBITED FROM DISCRIMINATING ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, SEX (INCLUDING GENDER IDENTITY AND SEXUAL ORIENTATION), DISABILITY, AGE, OR REPRISAL OR RETALIATION FOR PRIOR CIVIL RIGHTS ACTIVITY. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FUNDS THROUGH STATE ASSISTANCE PROVIDED TO CHARTER SCHOOLS AND THROUGH FEDERAL GRANTS PASSED THROUGH THE STATE TO THE SCHOOLS. 1 0 0 0 0 0 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 0 378538 0 19267 0 0 0 3861 0 18742 0 420408 0 0 GLENN KIECKHAEFER FORMER EXECUTIVE VICE PRESIDENT 0 269495 0 250 0 0 0 13198 0 6537 0 289480 0 0 DANIEL DEPIES CHIEF OPERATING OFFICER 0 224712 0 5250 0 0 0 10470 0 13632 0 254064 0 0 JEREMY EHLERS CHIEF FINANCIAL OFFICER 0 169581 0 15250 0 0 0 7960 0 12639 0 205430 0 0 PART I, LINE 3 IN JULY 2023, THE BOARD RECEIVED EXECUTIVE COMPENSATION ADVISORY SERVICES FROM CLIFTONLARSONALLEN (CLA). CLA PROVIDED GUIDANCE BY OUTLINING THE COMPENSATION OF THE OFFICERS OF THE ORGANIZATION. ALL BOARD MEMBERS THAT ARE COMPENSATED THROUGH THE ORGANIZATION ARE EXCUSED AND THE DECISION IS MADE USING THIS COMPENSATION SCHEDULE. IN SUBSEQUENT YEARS, THE BOARD WILL ADDITIONALLY REVIEW SALARY DATA FROM THE CHARTER SCHOOL GROWTH FUND FOR SIMILAR SIZED AND COMPARABLE ORGANIZATIONS. PART I, LINE 4A GLENN KIECKHAEFER RECIEVED A RETIREMENT PAYOUT OF $92,792. PART I, LINE 3 IN JULY 2023, THE BOARD RECEIVED EXECUTIVE COMPENSATION ADVISORY SERVICES FROM CLIFTONLARSONALLEN (CLA). CLA PROVIVED GUIDANCE BY OUTLINING THE COMPENSATION OF THE OFFICERS OF THE ORGANIZATION. ALL BOARD MEMBERS THAT ARE COMPENSATED THROUGH THE ORGANIZATION ARE EXCUSED AND THE DECISION IS MADE USING THIS COMPENSATION SCHEDULE. IN SUBSEQUENT YEARS, THE BOARD WILL ADDITIONALLY REVIEW SALARY DATA FROM THE CHARTER SCHOOL GROWTH FUND FOR SIMILAR SIZED AND COMPARABLE ORGANIZATIONS. FORM 990, PART III, LINE 3 WE CEASED THE OPERATIONS OF EAGLE COLLEGE PREP HARMONY ALSO KNOWN AS PHOENIX SOUTH AS OF 6/30/2023. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER, WHICH SHALL BE OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION, INC. SHALL HAVE AUTHORITY OVER ALL CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER, WHICH SHALL BE OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION, INC. SHALL HAVE AUTHORITY OVER ALL CORPORATE MATTERS. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE ONE CORPORATE MEMBER, WHICH SHALL BE OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION, INC. SHALL HAVE AUTHORITY OVER ALL CORPORATE MATTERS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 HAS BEEN COMPLETED BY MANAGEMENT AND OUR AUDITORS, IT IS DISTRIBUTED FOR FINAL REVIEW TO THE BOARD VIA EMAIL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WILL ALLOW THE PRESENTATION OF THOSE INVOLVED WITH THE CONFLICT OF INTEREST TO PLEAD THEIR CASE AFTER THIS DISCUSSION, THE INDIVIDUAL PRESENTING THE CONFLICT MUST LEAVE THE MEETING DURING THE DECISION AND THE VOTE ON THE TRANSACTION INVOLVING THE COI. THE BOARD MAY APPOINT DIS-INTERESTED PARTIES TO SEARCH FOR ALTERNATIVES IF NO ADVANTAGEOUS RESULTS ARE FOUND - THE BOARD MAY ACCEPT THE COI IF THE BOARD IDENTIFIES A CONFLICT OF INTEREST THAT WAS NOT PRESENTED, IT SHALL INFORM THE MEMBER OF SUCH BELIEF AND AFFORD THE MEMBER THE OPPORTUNITY TO EXPLAIN THE FAILURE TO DISCLOSE THE BOARD SHALL TAKE AL DISCIPLINARY AND CORRECTIVE ACTION TO DEAL WITH COI. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. HOPE CHRISTIAN SCHOOLS INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 392014547 OPERATION OF PRIVATE SCHOOLS WI 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 EAGLE SOUTH MOUNTAIN CHARTER INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272038321 OPERATION OF PUBLIC CHARTER SCHOOL IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 OPEN SKY EDUCATION INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 205033694 OPERATE AND MANAGEMENT OF A NETWORK OF PRIVATE AND CHARTER SCHOOLS WI 501(C)(3) LINE 7 0 EAGLE SOUTH MOUNTAIN PROPERTY INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272038433 REAL ESTATE HOLDING COMPANY AZ 501(C)(3) LINE 12A, I OPEN SKY EDUCATION INC 0 EEI COMPASS EDUCATIONAL PARTNERS INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272605527 CONDUCT COMPLIMENTARY PRESCHOOL AND BEFORE AND AFTER CARE PROGRAMS TO K-8 WI 501(C)(3) LINE 10 OPEN SKY EDUCATION INC 0 COMPASS FACILITIES INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 461891160 REAL ESTATE HOLDING COMPANY WI 501(C)(3) LINE 12A, I OPEN SKY EDUCATION INC 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0