2022-05-16T20:10:12-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-07-01 205033694 OPEN SKY EDUCATION INC OPEN 2625429546 20935 SWENSON DR NO 101 WAUKESHA WI 53186 JEREMY EHLERS CHIEF FINANCIAL OFFICER 2625429546 2022-05-16 1 JEREMY EHLERS 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEREMY EHLERS 20935 SWENSON DR NO 101 WAUKESHA WI 53186 16175232 0 X WWW.OPENSKYEDUCATION.ORG X 2006 WI OPEN SKY EDUCATION, INC. IS AN ENTREPRENEURIAL, NOT-FOR-PROFIT ORGANIZATION IN TIRELESS PURSUIT OF A FULL AND LASTING EDUCATION FOR ALL CHILDREN. OPEN SKY EDUCATION, INC. WORKS TO ENSURE THAT WORLD-CLASS ACADEMICS, CHARACTER FORMATION AND FAITH-BASED EDUCATIONAL CHOICES ARE ACCESSIBLE AND AFFORDABLE FOR ALL. 3 2 60 2 0 0 8600 4413600 11282237 10779925 285485 195782 219771 784673 11796093 16173980 254405 3324213 0 0 5699977 6838907 0 0 254023 2877871 3952192 8832253 14115312 2963840 2058668 17839598 15604401 4655624 361759 13183974 15242642 X OPEN SKY EDUCATION, INC. IS AN ENTREPRENEURIAL, NOT-FOR-PROFIT ORGANIZATION IN TIRELESS PURSUIT OF A FULL AND LASTING EDUCATION FOR ALL CHILDREN. OPEN SKY EDUCATION, INC. WORKS TO ENSURE THAT WORLD-CLASS ACADEMICS, CHARACTER FORMATION AND FAITH-BASED EDUCATIONAL CHOICES ARE ACCESSIBLE AND AFFORDABLE FOR ALL. 0 0 10274492 3324213 7259124 OPEN SKY EDUCATION, INC: IS A NONPROFIT CORPORATION WHOSE PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES TO CHILDREN SUCH SERVICES WILL BE PROVIDED ON A NON-DISCRIMINATORY BASIS. 2461551 4285224 EEI REAL ESTATE HOLDINGS: THE 5 FACILITIES ARE SINGLE MEMBER LLCS ENGAGED IN THE OWNING, LEASING, DEVELOPING, AND MANAGING OF EDUCATIONAL RELATED REAL ESTATE. 79523 20250 EEI CHARACTER FORMATION PROJECT, LLC: DESIGNS AND IMPLEMENTS A VARIETY OF CHARACTER PROGRAMS AND PRODUCES CHARACTER CURRICULUM, LEARNING MATERIALS, AND TRAINING PROGRAMS FOR EDUCATIONAL PURPOSES. 12815566 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 40 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X TREVOR BURBACH 2625429546 20935 SWENSON DRIVE STE 101 WAUKESHA WI 53186 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 34.00 6.00 X X 346572 0 33690 JAMES RAHN BOARD CHAIR & SECRETARY 1.00 3.00 X 0 0 0 JAMES DANKENBRING DIRECTOR-TERM ENDED 12/20 1.00 2.00 X X 0 0 0 MATTHEW BUROW BOARD TREASURER 1.00 2.00 X X 0 0 0 GLENN KIECKHAEFER EXECUTIVE VICE PRESIDENT 34.00 6.00 X 222339 0 17989 JEREMY EHLERS CHIEF FINANCIAL OFFICER 34.00 6.00 X 113928 0 18067 STEVEN INMAN INTERIM PEOPLE DEVELOPMENT LEAD 5.00 35.00 X 116015 0 23931 KYLE ANDERSON DIRECTOR OF SYSTEMS DEVELOPMENT 40.00 0.00 X 114991 0 22025 DAVID KARST DIRECTOR OF HR AND TALENT 40.00 0.00 X 111509 0 18367 JACK PREUS DIRECTOR OF SOARING EDUCATION SERVICES 40.00 0.00 X 121899 0 22299 JODY OLSON NATIONAL DIRECTOR OF ENROLLMENT 40.00 0.00 X 132804 0 17070 ELLEN BARTLING EXECUTIVE DIRECTOR 5.00 35.00 X 128141 0 12117 1408198 0 185555 8 0 1 0 ADP PO BOX 842875 BOSTON MA 022842875 PAYROLL PROCESSING AND ADMINISTRATION 270620 LDR ADMSERVICES LLC TWO CITY PLACE DR STE 224 ST LOUIS MO 63141 MANAGEMENT 100865 2 3983600 430000 4413600 MANAGEMENT FEES 541610 4983988 4983988 FACILITIES SERVICE 900099 2377824 2377824 SELF-INSURANCE PREMIUMS 525100 2142338 2142338 PROGRAM SERVICE RENT 531120 1255525 1255525 TUITION AND STUDENT FEES 611600 20250 20250 10779925 195934 195934 1100 1252 -152 -152 -152 INTERCOMPANY REVENUE 611600 712797 712797 OTHER INCOME 611600 71876 71876 784673 16173980 11564598 0 195782 3324213 3324213 829974 829974 2813138 2374378 365195 73565 104630 85693 15890 3047 2831870 2281462 414367 136041 259295 229268 25238 4789 143252 75660 67592 60700 41219 19481 921217 775416 122427 23374 209382 197532 1870 9980 118868 110274 7153 1441 380564 354001 18475 8088 1728949 1723826 3842 1281 44072 42147 1377 548 1127 1127 52669 43650 6764 2255 43151 41648 1127 376 IMPUTED INTEREST DONATI 269362 269362 0 0 PROFESSIONAL DEVELOPMEN 94975 83954 10067 954 MISCELLANEOUS 30314 24253 4547 1514 ALLOCATION OF OVERHEAD -146410 -93491 -39689 -13230 14115312 12815566 1045723 254023 9213043 9354473 2376293 2119325 327596 407952 4394770 3208525 1240820 0 60331 37970 920743 593285 219337 327458 7408 148698 17839598 15604401 275769 361759 4379855 0 4655624 361759 X 12808974 14867642 375000 375000 13183974 15242642 17839598 15604401 2058668 0 X 0 1 X 1 0 X 106497 1251135 682761 8600 4413600 6462593 106497 1251135 682761 8600 4413600 6462593 1403371 5059222 147520 189836 251908 285485 195934 1070683 152977 10658 1130244 219771 784521 2298171 9831447 41667778 0.51460 0.27860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3500 555 2945 259548 95891 163657 180793 100529 80264 476902 396310 80592 327458 X 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. 1 EEI COMPASS EDUCATIONAL PARTNERS INC 20935 W SWENSON DR STE 101 WAUKESHA WI 53186 272605527 501(C)(3) 245755 DAILY OPERATION EXPENSES HOPE CHRISTIAN SCHOOLS INC 20935 W SWENSON DR STE 101 WAUKESHA WI 53186 392014547 501(C)(3) 2617457 DAILY OPERATION EXPENSES EAGLE SOUTH MOUNTAIN CHARTER INC 20935 W SWENSON DR STE 101 WAUKESHA WI 53186 272038321 501(C)(3) 461001 DAILY OPERATION EXPENSES 3 PART I, LINE 2: THE GRANTS ARE TO RELATED ENTITIES THAT OPEN SKY CONTROLS. X X X X 0 0 0 0 0 0 0 0 0 ANDREW NEUMANN EXECUTIVE CHAIR/CEO 346322 0 250 0 0 0 17415 0 16275 0 380262 0 0 0 GLENN KIECKHAEFER EXECUTIVE VICE PRESIDENT 222089 0 250 0 0 0 12130 0 5859 0 240328 0 0 0 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 AND 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 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 INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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