2023-04-25T18:22:43-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-07-01 272038321 EAGLE SOUTH MOUNTAIN CHARTER INC EAGL 2625429546 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 JEREMY EHLERS CHIEF FINANCIAL OFFICER 2625429546 2023-04-20 1 JEREMY EHLERS 999009999 KIMBERLY ANDERSON P00188889 6086628600 2023-04-20 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z EAGLE COLLEGE PREP JEREMY EHLERS 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 5151510 0 X N/A X 2010 AZ TO OPERATE A CHARTER SCHOOL AND EDUCATE CHILDREN 4 4 60 4 0 0 1121081 1307853 4144240 3790978 12204 7612 46000 40648 5323525 5147091 0 0 0 0 2694335 2567033 0 0 0 2707071 2411104 5401406 4978137 -77881 168954 8307955 8189600 7386734 7099425 921221 1090175 TO OPERATE A CHARTER SCHOOL AND EDUCATE CHILDREN 0 0 4559577 3790978 OPERATION OF CHARTER SCHOOL: 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, PARENTS, AND THE COMMUNITY, EAGLE SCHOOLS PURSUE ACADEMIC GREATNESS IN EDUCATION AND POSITIVE CHARACTER DEVELOPMENT AMONG STUDENTS IN A SAFE AND SUPPORTIVE LEARNING ENVIRONMENT. 4559577 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 20 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEREMY EHLERS 2625429546 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 RICK HOLBECK VICE CHAIRPERSON 1.00 X X 0 0 0 SUSAN ROJAS SECRETARY 1.00 1.00 X X 0 0 0 MATTHEW FRYBERGER CHAIRPERSON 1.00 1.00 X X 0 0 0 MATTHEW THOMPSON DIRECTOR 1.00 X 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 1.00 39.00 X 0 378596 23498 GLENN KIECKHAEFER EXECUTIVE VICE PRESIDENT 1.00 39.00 X 0 272785 32835 JEREMY EHLERS CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 155265 27598 DANIEL DEPIES CHIEF OPERATING OFFICER 1.00 39.00 X 0 221859 30108 0 1028505 114039 0 0 1 0 OPEN SKY EDUCATION INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 MANAGMENT 373784 CADILLAC'S CATERING 8416 S 15TH ST PHOENIX AZ 85042 FOOD MANAGEMENT SERVICES 169485 RICOH USA INC PO BOX 802815 CHICAGO IL 60680 IT MANAGEMENT SERVICES 118868 CUE SOLUTIONS 3863 E EDNA DR GILBERT AZ 85296 TECHNOLOGY INSTALLATION SERVICES 115393 4 1274404 33449 1307853 PER PUPIL FUNDING 611600 3750221 3750221 STUDENT FEES 611600 40757 40757 3790978 7612 7612 10694 4419 6275 6275 OTHER REVENUE 611600 34373 34373 34373 5147091 3790978 0 48260 2028821 2006404 22417 387884 381926 5958 150328 148613 1715 398627 71732 326895 2655 2655 10770 10770 47042 47042 234552 234552 30751 30751 147436 147436 4060 4060 503252 503252 358970 358970 11107 11107 INSTRUCTION AND SUPPORT 359100 359100 FOOD SERVICE 200852 200852 MISCELLANEOUS 71794 70686 1108 PROFESSIONAL DEVELOPMEN 30136 30136 4978137 4559577 418560 0 2060649 2161424 266487 373999 2727 19955 8839631 3206589 5978092 5633042 0 1180 8307955 8189600 117115 103827 0 5019 7269619 6990579 7386734 7099425 X 921221 1090175 921221 1090175 8307955 8189600 168954 0 X 0 1 X 1 1 1 X 800000 800000 7326036 2792207 4533829 116751 56005 60746 546065 316808 229257 50779 41569 9210 5633042 CAPITAL LEASE PAYABLE 6990579 6990579 X 5151510 4419 4419 5147091 0 5147091 4982556 4419 4419 4978137 0 4978137 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 EXPENSES 4,419. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 4,419. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ORGANIZATION'S WEBSITE INCLUDES THE STATEMENT "EAGLE COLLEGE PREPARTORY SCHOOLS DO NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, DISABILITY, OR NATIONAL AND/OR ETHIC ORGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICES, ADMISSIONS POLICIES, SCHOLARSHIP PROGRAMS, LOAN PROGRAMS, AND/OR ATHLETIC AND OTHER SCHOOL ADMISTERED PROGRAMS." SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FUNDS THROUGH CHARTER SCHOOL CONTRACTS WITH THE ARIZONA STATE BOARD FOR CHARTER SCHOOLS AND OTHER GRANTS FROM THE STATE AND FEDERAL GOVERNMENTS. 0 0 0 0 0 0 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 0 360234 0 18362 0 0 0 3861 0 19637 0 402094 0 0 GLENN KIECKHAEFER EXECUTIVE VICE PRESIDENT 0 259420 0 13365 0 0 0 13198 0 19637 0 305620 0 0 DANIEL DEPIES CHIEF OPERATING OFFICER 0 215909 0 5950 0 0 0 10471 0 19637 0 251967 0 0 JEREMY EHLERS CHIEF FINANCIAL OFFICER 0 147915 0 7350 0 0 0 7961 0 19637 0 182863 0 0 PART I, LINE 3 IN JUNE 2021, 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 HAS ADDITIONALLY REVIEWED SALARY DATA FROM THE CHARTER SCHOOL GROWTH FUND FOR SIMILAR SIZED AND COMPARABLE ORGANIZATIONS. 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 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 ALL DISCIPLINARY AND CORRECTIVE ACTION TO DEAL WITH THE COI. FORM 990, PART VI, SECTION B, LINE 15 IN JUNE 2021, 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 HAS ADDITIONALLY REVIEWED SALARY DATA FROM THE CHARTER SCHOOL GROWTH FUND FOR SIMILAR SIZED AND COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HOPE CHRISTIAN SCHOOLS INC 20935 SWENSON SUITE 101 WAUKESHA WI 53186 392014547 OPERATION OF PRIVATE SCHOOLS WI 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 OPEN SKY EDUCATION INC 20935 SWENSON SUITE 101 WAUKESHA WI 53186 205033694 OPERATION AND MANAGEMENT OF A NETWORK OF PRIVATE AND CHARTER SCHOOLS WI 501(C)(3) LINE 7 0 EAGLE ARIZONA 20935 SWENSON SUITE 101 WAUKESHA WI 53186 274453238 OPERATION OF PUBLIC CHARTER SCHOOLS IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 0 EAGLE SOUTH MOUNTAIN PROPERTY INC 20935 SWENSON 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 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 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 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0