2025-05-14T08:03:13-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 203798769 SOUTHSIDE FAMILY CHARTER SCHOOL SOUT 6128728322 4500 CLINTON AVENUE MINNEAPOLIS MN 55419 ALISSA CASE EXECUTIVE DIRECTOR 6128728322 2025-05-12 1 0 MICHELLE M HEKEL P01440878 3192346885 2025-05-12 2023 2025-03-06 01:10:19Z ALISSA CASE 4500 CLINTON AVENUE MINNEAPOLIS MN 55419 2475141 0 X WWW.SOUTHSIDEFAMILYSCHOOL.ORG X 2005 MN OPERATING A SMALL, DIVERSE K-8 CHARTER SCHOOL. 8 6 40 45 0 0 2053702 2341288 8262 19471 2788 108659 1894 -29 2066646 2469389 0 0 0 0 1536757 1638811 0 0 0 790265 845261 2327022 2484072 -260376 -14683 955005 650862 1709438 1373274 -754433 -722412 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 2124260 19812 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. 2124260 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 16 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 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 X MANNY DUERSON CHAIR 5.00 X X 0 0 0 ELIZABETH GOODNEY VICE CHAIR (END JAN 2024) 5.00 X X 0 0 0 ALEX BERRYMAN MEMBER/TEACHER 45.00 X 46713 0 3759 JAKE GIBBONS MEMBER/TEACHER 45.00 X 39645 0 4513 JACLYN HOWARD VICE CHAIR 5.00 X X 0 0 0 BENJY NICHOLIE TREASURER (END SEPT 2023) 5.00 X X 0 0 0 WINONA GOMEZ MEMBER 5.00 X 0 0 0 SARA HURLEY MEMBER 5.00 X 0 0 0 AMY LYGA MEMBER 5.00 X 0 0 0 RICK FELDER MEMBER 5.00 X 0 0 0 KJ STARR MEMBER (END NOV 2023) 5.00 X 0 0 0 KRISTA TINEI MEMBER (END SEPT 2023) 5.00 X 0 0 0 KARI SHARIFF MEMBER (END SEPT 2023) 5.00 X 0 0 0 ALISSA CASE EXECUTIVE DIRECTOR 45.00 X 48485 0 6564 134843 0 14836 0 0 0 0 0 1401 1987515 352372 2341288 MEDICAL ASSISTANCE 611710 17036 17036 FEES FROM PATRONS 611710 2435 2435 19471 108659 0 108659 108659 108659 5382 1401 5382 0 370 -370 -370 MISC REVENUE 900099 341 341 341 2469389 19812 0 108289 X 190888 86891 103997 1000945 940171 60774 82864 78306 4558 275082 245615 29467 89032 77714 11318 5888 5888 77800 77800 372484 348294 24190 19759 18619 1140 86254 64717 21537 176210 176210 3654 3654 13067 12462 605 13962 13962 FIELD TRIPS 34274 34274 DUES AND MEMBERSHIPS 28562 10024 18538 EQUIPMENT RENTAL AND MA 6786 6786 INSTRUCTIONAL SUPPLIES 6561 6561 2484072 2124260 359812 0 X 112030 98054 248602 209499 10800 36315 469556 419423 63200 50133 520373 256861 955005 650862 215750 197759 1493688 1175515 1709438 1373274 X 0 0 0 0 -754433 -722412 -754433 -722412 955005 650862 X -14683 46704 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282028 274339 7689 187528 145084 42444 50133 DEFERRED OUTFLOWS - PENSION 256861 256861 DEFERRED PENSION RESOURCES 100658 NET PENSION LIABILITY 1074857 1175515 X 2477268 7879 7879 2469389 0 2469389 2445247 -38825 -38825 2484072 0 2484072 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, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: GASB 68 7,879. PART XII, LINE 2D - OTHER ADJUSTMENTS: GASB 68 -38,825. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS COMMUNICATED IN ALL SOLICITATION AND REGISTRATION MATERIALS. SCHEDULE E, PART I, LINE 6 AS A MN PUBLIC CHARTER SCHOOL, THE SCHOOL RECEIVES STATE EDUCATION AID AND FEDERAL GRANT FUNDING. 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 VII, SECTION A: PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE A LICENSED TEACHER AS A MEMBER OF THE BOARD OF DIRECTORS. ALEX BERRYMAN AND JAKE GIBBONS ARE BOARD MEMBERS, BUT RECEIVED COMPENSATION FOR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G OTHER EXPENSES: PROGRAM SERVICE EXPENSES 211,491. MANAGEMENT AND GENERAL EXPENSES 24,190. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,681. FOOD SERVICE: PROGRAM SERVICE EXPENSES 73,393. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,393. TRANSPORTATION: PROGRAM SERVICE EXPENSES 63,410. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,410. FORM 990, PART X, LINE 25: PENSION LIABILITIES, DEFERRED OUTFLOWS & INFLOWS PENSION: AS A CHARTER SCHOOL IN THE STATE OF MINNESOTA, PARTICIPATION IN TWO MULTIPLE-EMPLOYER, COST-SHARING DEFINED BENEFIT PENSION PLANS IS STATUTORILY REQUIRED. THE SCHOOL'S CONTRIBUTIONS TO THE PLANS ARE ALSO REGULATED BY STATUTE AND ARE BASED ON A PERCENTAGE OF SALARIES AND WAGES EARNED BY CURRENT EMPLOYEES. THEREFORE, WHILE THE NET PENSION LIABILITY, DEFERRED OUTFLOWS AND INFLOWS, ARE REPORTED ON THE SCHOOL'S STATEMENT OF NET POSITION, THE SCHOOL IS NOT IN A POSITION TO DIRECTLY CONTROL THE LIABILITIES OR THE SUBSEQUENT LIQUIDATION OF THE LIABILITIES. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 46,704.