2026-05-15T11:19:28-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 205033694 OPEN SKY EDUCATION INC OPEN 2625429546 20935 SWENSON DR 101 WAUKESHA WI 53186 JACOB DONNELLI DIRECTOR OF FINANCE 2625429546 2026-05-15 1 1 KRISTEN DONLEVY P01670215 4144761880 2026-05-15 2024 2025-03-06 01:10:19Z JACOB DONNELLI 20935 SWENSON DR 101 WAUKESHA WI 53186 12161667 0 X WWW.OPENSKYEDUCATION.ORG X 2006 WI OPEN SKY EDUCATION IS A CHRISTIAN ORGANIZATION THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE EDUCATION, BRINGING CHRIST TO THE COMMUNITY THROUGH SCHOOLS AND RELATED EDUCATIONAL PROGRAMS. 4 3 97 4 0 0 403800 400100 12229771 11030178 238486 715233 42665 16156 12914722 12161667 1945538 1378035 0 0 7229672 7294413 0 0 311798 3318876 3581841 12494086 12254289 420636 -92622 16390625 16503570 476057 654656 15914568 15848914 OPEN SKY EDUCATION IS A CHRISTIAN ORGANIZATION THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE EDUCATION, BRINGING CHRIST TO THE COMMUNITY THROUGH SCHOOLS AND RELATED EDUCATIONAL PROGRAMS. 0 0 10671749 1378035 11046334 OPEN SKY EDUCATION, INC. IS A NONPROFIT EDUCATIONAL ORGANIZATION THAT OPERATES AS, AND IN SUPPORT OF, A NETWORK OF SCHOOLS. OPEN SKY DEVELOPS AND OVERSEES AN EDUCATIONAL MODEL IMPLEMENTED ACROSS ITS AFFILIATED SCHOOLS, INCLUDING MANAGING CURRICULUM DESIGN, TEACHER TRAINING, PROFESSIONAL DEVELOPMENT, AND INSTRUCTIONAL COACHING. ITS ACTIVITIES INCLUDE TRAINING AND EVALUATING TEACHERS AND PRINCIPALS, DEVELOPING EDUCATIONAL AND CHARACTER-FORMATION CURRICULA, HOSTING LEADERSHIP INSTITUTES AND PROFESSIONAL DEVELOPMENT PROGRAMS, AND PROVIDING OPERATIONAL AND INSTRUCTIONAL SUPPORT TO ITS AFFILIATED SCHOOL ENTITIES, ALL IN FURTHERANCE OF ITS CHARITABLE AND EDUCATIONAL PURPOSES. 10671749 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 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 53 0 1 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X JACOB DONNELLI 2625429546 20935 SWENSON DRIVE STE 101 WAUKESHA WI 53186 ANDREW NEUMANN CHIEF EXECUTIVE OFFICER/BOARD MEMBER 40.00 5.00 X X 425754 0 24198 MATTHEW BUROW BOARD CHAIR 1.00 2.00 X 0 0 0 JAMES RAHN BOARD CHAIR & SECRETARY 1.00 2.00 X 0 0 0 JAMIE LUEHRING BOARD SECRETARY 1.00 2.00 X 0 0 0 GLENN KIECKHAEFER BOARD TREASURER 1.00 2.00 X 0 0 0 JEREMY EHLERS CHIEF FINANCIAL OFFICER 40.00 5.00 X 220125 0 30000 DANIEL DEPIES CHIEF OPERATING OFFICER 40.00 5.00 X 272919 0 35798 JEFFREY GAUGER FACILITIES DIRECTOR 30.00 10.00 X 124863 0 31855 KATHLEEN MILLER NATIONAL DIRECTOR OF IT, DATA, & APP 40.00 0.00 X 125945 0 33361 YESENIA FITZHUGH REGIONAL EXECUTIVE DIRECTOR AZ 10.00 30.00 X 132746 0 4823 EDITH MARTWICK REGIONAL EXECUTIVE DIRECTOR WI 10.00 30.00 X 143832 0 17704 JACOB DONNELLI SCHOOL CONTROLLER 10.00 40.00 X 129035 0 16212 1575219 0 193951 8 0 1 0 CITY WIDE FACILITY SOLUTIONS 3880 W WHEELHOUSE RD STE B MILWAUKEE WI 53208 CLEANING SERVICES 302673 GOODWILL TALENTBRIDGE LLC PO BOX 78695 MILWAUKEE WI 53278 STAFF RECRUITMENT SERVICES 182000 THE ULTIMATE SOFTWARE GROUP INC PO BOX 930953 ATLANTA GA 31193 HUMAN RESOURCE MANAGEMENT 170998 MICHAEL BEST & FRIEDRICH LLP PO BOX 88462 MILWAUKEE WI 53288 LEGAL SERVICES 133782 RICOH USA INC PO BOX 802815 CHICAGO IL 60680 IT MANAGEMENT SERVICES 105751 5 X 400100 400100 EDUCATIONAL SERVICES 611710 8662109 8662109 TUITION AND STUDENT FEES 611600 2368069 2368069 11030178 585608 585608 129625 0 129625 129625 129625 OTHER INCOME 900099 16156 16156 16156 12161667 11046334 0 715233 1378035 1378035 1008795 877651 121056 10088 2896786 2515801 300773 80212 123367 105235 15768 2364 2973781 2387398 438980 147403 291684 259339 27060 5285 309185 163362 145823 122185 85928 35138 1119 7942 6354 1191 397 1099010 985351 94442 19217 400122 374507 5818 19797 176007 167968 5536 2503 399816 373716 18479 7621 676994 657681 14485 4828 158602 139048 15821 3733 381 381 43654 34924 6548 2182 28212 24112 3075 1025 MISCELLANEOUS 62479 50340 9104 3035 PROFESSIONAL DEVELOPMEN 49585 36951 11645 989 INTERCOMPANY EXPENSES 47667 47667 12254289 10671749 1270742 311798 9841025 11601619 153871 280087 1839195 1117916 65031 55912 340725 298838 82615 41887 3098508 3262852 1310380 143297 16390625 16503570 269112 406987 206945 247669 476057 654656 X 15539568 15473914 375000 375000 15914568 15848914 16390625 16503570 -92622 26968 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83279 81877 1402 98131 75141 22990 159315 141820 17495 41887 FIXED INCOME- BONDS 3262852 F 3262852 OPERATING LEASE 148866 DUE TO/FROM AFFILIATES 98803 247669 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 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATION POLICY IS INCLUDED ON ALL SOLICITATION MATERIALS AND APPLICATIONS FOR ENROLLMENT, ENSURING PROSPECTIVE STUDENTS AND FAMILIES ARE INFORMED DURING THE ADMISSIONS PROCESS. HOWEVER, THIS POLICY WAS NOT FEATURED ON THE HOMEPAGE OF THE PUBLICLY ACCESSIBLE WEBSITE, NOR WAS IT BROADCAST TO THE WIDER COMMUNITY. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION DOES NOT DIRECTLY RECEIVE ASSISTANCE FROM A GOVERMENTAL AGENCY BUT SEVERAL OF THE UNDERLYING ORGANIZATIONS CONTROLLED BY OPEN SKY EDUCATION RECEIVE BOTH FEDERAL AND STATE FUNDING. SCHEDULE E, PART I, LINE 7 THE SCHOOL'S NONDISCRIMINATION POLICY IS INCLUDED ON ALL SOLICITATION MATERIALS AND APPLICATIONS FOR ENROLLMENT, ENSURING PROSPECTIVE STUDENTS AND FAMILIES ARE INFORMED DURING THE ADMISSIONS PROCESS. HOWEVER, THIS POLICY WAS NOT FEATURED ON THE HOMEPAGE OF THE PUBLICLY ACCESSIBLE WEBSITE, NOR WAS IT BROADCAST TO THE WIDER COMMUNITY. 1 EAGLE ARIZONA 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 274453238 501(C)(3) 390150 0 DAILY OPERATIONS EXPENSES HOPE CHRISTIAN SCHOOLS 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 392014547 501(C)(3) 982885 0 DAILY OPERATION EXPENSES 2 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 CHIEF EXECUTIVE OFFICER/BOARD MEMBER 425504 0 250 0 0 0 0 0 24198 0 449952 0 0 0 DANIEL DEPIES CHIEF OPERATING OFFICER 272669 0 250 0 0 0 0 0 35798 0 308717 0 0 0 JEREMY EHLERS CHIEF FINANCIAL OFFICER 219875 0 250 0 0 0 0 0 30000 0 250125 0 0 0 EDITH MARTWICK REGIONAL EXECUTIVE DIRECTOR WI 143582 0 250 0 0 0 0 0 17704 0 161536 0 0 0 KATHLEEN MILLER NATIONAL DIRECTOR OF IT, DATA, & APP 120695 0 5250 0 0 0 0 0 33361 0 159306 0 0 0 JEFFREY GAUGER FACILITIES DIRECTOR 124613 0 250 0 0 0 0 0 31855 0 156718 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 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. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINE 2A OPEN SKY EDUCATION'S DIRECT EDUCATIONAL ACTIVITIES INCLUDE DESIGNING AND REFINING THE CURRICULUM; PROVIDING TEACHER TRAINING AND COACHING; FACILITATING DATA DAYS TO IMPROVE INSTRUCTION; HOSTING LEADERSHIP INSTITUTES; AND PROVIDING OVERSIGHT OF ITS OVERALL EDUCATIONAL MODEL. EEI REAL ESTATE HOLDINGS LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 260882256 REAL ESTATE HOLDING COMPANY WI 4185010 8264479 OPEN SKY EDUCATION INC EAGLE ST JOHN'S PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 383904771 REAL ESTATE HOLDING COMPANY WI 0 0 OPEN SKY EDUCATION INC EAGLE EMMAUS PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 611764161 REAL ESTATE HOLDING COMPANY WI 0 0 OPEN SKY EDUCATION INC EAGLE MESSIAH PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 320521764 REAL ESTATE HOLDING COMPANY WI 0 0 OPEN SKY EDUCATION INC EAGLE HOLY CROSS PROPERTY LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 611823952 REAL ESTATE HOLDING COMPANY WI 564622 0 OPEN SKY EDUCATION INC SOARING EDUCATION SERVICES LLC 20935 SWENSON DR STE 101 WAUKESHA WI 53186 320440826 CURRICULUM AND PROGRAMMATIC CREATION WI 165932 69437 OPEN SKY EDUCATION INC 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 1 EAGLE SOUTH MOUNTAIN CHARTER INC 20935 SWENSON DR SUITE 101 WAUKESHA WI 53186 272038321 OPERATION OF PUBLIC CHARTER SCHOOLS IN ACCORDANCE WITH A R S SEC 15-381 AZ 501(C)(3) LINE 2 OPEN SKY EDUCATION INC 1 EAGLE ARIZONA 20935 SWENSON DR 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 1 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 1 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 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 EAGLE SOUTH MOUNTIAN L 394341 FMV EAGLE ARIZONA L 349650 FMV HOPE CHRISTIAN SCHOOL L 2650140 FMV COMPASS FACILITIES L 135230 FMV HOPE CHRISTIAN SCHOOL B 982885 FMV EAGLE ARIZONA B 390150 FMV EEI COMPASS EDUCATIONAL PARTNERS D 180000 FMV