2026-05-05T15:04:36-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 800851487 EAGLE RIDGE ACADEMY AFFILIATED BUILDING COMPANY EAGL 9527467760 11111 BREN RD W MINNETONKA MN 55343 JASON ULBRICH MEMBER/EXECUTIVE DIRECTOR 9527467760 2026-04-22 1 1 BRIAN ARONSON CPA P01425251 3192346885 2026-04-22 2024 2025-03-06 01:10:19Z JASON ULBRICH 11111 BREN RD W MINNETONKA MN 55343 2925138 0 1 X WWW.EAGLERIDGEACADEMY.ORG X 2012 MN TO OWN AND MAINTAIN A PUBLIC SCHOOLHOUSE, FOR LEASE TO THE EAGLE RIDGE ACADEMY. 5 4 0 4 0 0 0 0 2703525 2709925 187363 215213 3069 0 2893957 2925138 0 0 0 0 0 0 0 0 0 2810607 2790680 2810607 2790680 83350 134458 34529484 34036799 38825022 38197879 -4295538 -4161080 TO OWN AND MAINTAIN A PUBLIC SCHOOLHOUSE, FOR LEASE TO THE EAGLE RIDGE ACADEMY, ON REAL ESTATE OWNED BY THE ORGANIZATION. 0 0 2754714 2709925 TO OWN AND MAINTAIN A PUBLIC SCHOOLHOUSE, FOR LEASE TO THE EAGLE RIDGE ACADEMY, ON REAL ESTATE OWNED BY THE ORGANIZATION. 2754714 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 BLOOMINGTON MN 554314420 JASON ULBRICH MEMBER/EXECUTIVE DIRECTOR 1.00 40.00 X X 0 210215 44704 DAN HOGAN PRESIDENT 1.00 0.00 X X 0 0 0 KEVIN SHEPPARD VICE PRESIDENT 1.00 0.00 X X 0 0 0 AMANDA HIPPE MEMBER 1.00 0.00 X 0 0 0 JEREMY LARSON MEMBER 1.00 0.00 X 0 0 0 0 210215 44704 0 0 1 0 0 RENTAL INCOME 531190 2709925 2709925 2709925 215213 215213 2925138 2709925 0 215213 22800 22800 13141 13141 1978241 1978241 688762 688762 1174 1174 SMALL EQUIPMENT PURCHAS 65505 65505 REPAIRS & MAINTENANCE 21032 21032 REGISTRATION FEES 25 25 2790680 2754714 35966 0 6268 5695 5234053 5466938 32025946 4878251 27811107 27147695 1478056 1416471 34529484 34036799 980013 959963 37595990 36927721 249019 310195 38825022 38197879 X 0 0 0 0 -4295538 -4161080 -4295538 -4161080 34529484 34036799 134458 0 X 0 1 X 1 0 X X X 1 EAGLE RIDGE ACADEMY 731673656 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 5401100 5401100 26508325 4781898 21726427 116521 96353 20168 27147695 DUE TO EAGLE RIDGE ACADEMY 310195 310195 X PART X, LINE 2: THE CHARTER SCHOOL IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE SECTION OF THE MINNESOTA INCOME TAX STATUTES. THE ORGANIZATION HAS EVALUATED AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 JASON ULBRICH MEMBER/EXECUTIVE DIRECTOR 0 210215 0 0 0 0 0 19043 0 25661 0 254919 0 0 PART I, LINE 3 COMPENSATION IS PAID BY EAGLE RIDGE ACADEMY, A RELATED ORGANIZATION. EAGLE RIDGE ACADEMY USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE A CITY OF DEEPHAVEN MN 416005090 24380HAS1 2015-09-30 33137569 BUILDING PROJECT 0 0 0 B CITY OF DEEPHAVEN MN 411266626 24380HBG6 2016-08-17 6092092 BUILDING PROJECT 0 0 0 C CITY OF DEEPHAVEN MN 416005090 24380HBQ4 2020-05-13 6144288 BUILDING PROJECT 0 0 0 A 33137569 2188762 1131030 9721063 662751 19247327 186636 2016 0 1 1 1 B 6092092 118800 5973292 2018 0 0 1 1 C 6144288 381487 142917 139172 5500000 2020 0 0 1 1 A 0 0 0 0 1 0 1 B 0 0 0 0 1 0 1 C 0 0 0 0 1 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF DEEPHAVEN, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/18/2025 ISSUER NAME: CITY OF DEEPHAVEN, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/18/2025 ISSUER NAME: CITY OF DEEPHAVEN, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 08/19/2025 PART I, BOND ISSUE: B (A) ISSUER NAME: CITY OF GREENWOOD, MN AND CITY OF DEEPHAVEN, MN, PURSUANT TO A JOINT POWERS AGREEMENT DATED AUGUST 1, 2016. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS EAGLE RIDGE ACADEMY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS WILL BE SELECTED BY THE SOLE MEMBER AT ITS ANNUAL MEETING, OR MORE FREQUENTLY IF NECESSARY DUE TO THE RESIGNATION OR OTHER WITHDRAWAL OF A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER MAY ALTER OR REPEAL THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WAS VETTED FOR CONFLICTS OF INTEREST PRIOR TO ANY VOTE INVOLVING FINANCIAL SIGNIFICANCE OR LONG-TERM COMMITMENTS. THE POLICY COVERS ALL BOARD MEMBERS AND EAGLE RIDGE ACADEMY SCHOOL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D) AT THE ORGANIZATION'S OFFICE. EAGLE RIDGE ACADEMY 11111 BREN RD W MINNETONKA MN 55343 731673656 SCHOOL MN 501(C)(3) LINE 2 N/A 0 EAGLE RIDGE ACADEMY PTO 11111 BREN RD W MINNETONKA MN 55343 260841424 SUPPORTING ORG MN 501(C)(3) LINE 12A, I EAGE RIDGE ACADEMY 0 FRIENDS OF EAGLE RIDGE ACADEMY INC 11111 BREN RD W MINNETONKA MN 55343 475542621 SUPPORTING ORG MN 501(C)(3) LINE 12A, I EAGLE RIDGE ACADEMY 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0