2026-05-12T14:53:10-05:00 2025-06-30 560570567 DMJPS PLLC 434 COPPERFIELD BLVD NE CONCORD NC 28025 990 2024-07-01 800467949 MOUNTAIN ISLAND CHARTER SCHOOL MOUN 7048278840 13440 LUCIA RIVERBEND HIGHWAY MOUNT HOLLY NC 28120 GLENN BYRUM EXECUTIVE DIRECTOR 7048278840 2026-05-12 1 1 ERIC SMITH P01353108 7046623146 2026-05-12 2024 2025-03-06 01:10:19Z GLENN BYRUM 13440 LUCIA RIVERBEND HIGHWAY MOUNT HOLLY NC 28120 21059249 0 X WWW.MICHARTER.ORG X 2009 NC TO OPERATE A CHARTER SCHOOL IN NORTH CAROLINA 11 11 293 255 0 0 17946115 19403405 1015203 1073280 146332 273079 156902 309485 19264552 21059249 0 0 0 0 0 0 0 0 0 18953635 19920309 18953635 19920309 310917 1138940 11704827 13687468 986282 1829983 10718545 11857485 TO OPERATE A CHARTER SCHOOL IN NORTH CAROLINA 0 0 15348457 1382765 PROVIDE FACILITIES, TEACHERS AND MATERIALS TO STUDENTS ENROLLED AT A PUBLIC CHARTER SCHOOL 15348457 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 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 17 0 293 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X THE ORGANIZATION 7048278840 13440 LUCIA RIVERBEND HWY MOUNT HOLLY NC 28120 KELLY DEMPSEY SECRETARY 5.00 X X 0 0 0 ERIC LAFORCE TREASURER 5.00 X X 0 0 0 ALAN VANEVENHOVEN BOARD MEMBER 5.00 X 0 0 0 KEVIN WILEY BOARD CHAIR 5.00 X X 0 0 0 KIM LEPPERT BOARD MEMBER 5.00 X 0 0 0 STEPHANIE SHERER BOARD MEMBER 5.00 X 0 0 0 RODWARD HEWLIN BOARD MEMBER 5.00 X 0 0 0 DAWANE DOWDY BOARD MEMBER 5.00 X 0 0 0 MIKE LADD BOARD MEMBER 5.00 X 0 0 0 ERICA BLACKSON BOARD MEMBER 5.00 X 0 0 0 GARRETT TRYON BOARD MEMBER 5.00 X 0 0 0 GLENN BYRUM EXECUTIVE DIRECTOR 55.00 X 168340 0 0 168340 0 0 1 0 1 0 GEO SOUTHEAST SURFACES 150 RIVER PARK ROAD MOORESVILLE NC 28117 FACILITY IMPORVEMENTS 900893 SLA MANAGEMENT 601 SOUTH LAKE DESTINY DRIVE MAITLAND FL 32751 NUTRITIONAL SERVICES 289075 MELMARK INC 461 RIVER ROAD ANDOVER MA 01810 EXCEPTIONAL CHILD SERVICES 198695 BENCHMARK EDUCTAION COMPANY LLC 145 HUGUENOT STREET ROCHELLE NY 10801 INSTRUCTIONAL MATERIALS 176244 CHRISTAIN TOURS INC PO BOX 890 NEWTON NC 28658 FIELD TRIPS 121877 5 19138295 265110 19403405 STUDENT ACTIVITIES 611110 434757 434757 ATHLETICS 611110 223995 223995 BEFORE AND AFTER SCHOOL CARE 611110 210192 210192 SCHOOL FOOD SERVICE 611110 204336 204336 1073280 273079 273079 OTHER SCHOOL INCOME 611110 242876 242876 SALES TAX 611110 66609 66609 309485 21059249 1382765 0 273079 INSTRUCTIONAL EXPENSE 14780990 14780990 SUPPORT SERVICES 4571852 4571852 NUTRITION EXPENSE 510155 510155 CHILD CARE EXPENSES 57312 57312 19920309 15348457 4571852 0 5062461 6733952 514870 149284 298215 143205 10594831 3933804 5829281 6661027 11704827 13687468 757388 1570761 228894 259222 986282 1829983 X 0 0 5829281 6661027 4889264 5196458 10718545 11857485 11704827 13687468 1138940 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7548904 2460739 5088165 3045927 1473065 1572862 6661027 COMPENSATED ABSENCES 259222 259222 X 23653900 2594651 2594651 21059249 0 21059249 22746544 2826235 2826235 19920309 0 19920309 PART X, LINE 2: THE SCHOOL HAS ADOPTED ASC 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2025, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. HOWEVER, THE SCHOOL IS NOT CURRENTLY UNDER AUDIT NOR HAS THE SCHOOL BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE SCHOOLS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR END JUNE 30, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: SOAR FOUNDATION - BLENDED COMPONENT UNIT 2,594,651. PART XII, LINE 2D - OTHER ADJUSTMENTS: SOAR FOUNDATION - BLENDED COMPONENT UNIT 2,826,235. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS INCLUDED IN THE ORGANIZATION'S STATEMENT OF PURPOSE. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL; THEREFORE, IT DOES NOT OFFER SCHOLARSHIPS OR FINANCIAL AID SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEDERAL AND STATE ASSISTANCE THROUGH THE STATE BOARD OF EDUCATION. X X 0 0 0 0 0 0 0 0 0 GLENN BYRUM EXECUTIVE DIRECTOR 168340 0 0 0 0 0 0 0 0 0 168340 0 0 0 PART I, LINE 3 COMPENSATION OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 RETURN WAS AVAILABLE FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST POLICY EACH YEAR FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWED COMPARABLE SALARY DATA TO DETERMINE HEAD OF SCHOOL'S SALARY FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ORGANIZATION'S OFFICE UPON REQUEST. ORGANIZATION STAFF ARE AVAILABLE TO PROVIDE SUPERVISION AND ANSWER ANY QUESTIONS THE INQUIRING PARTY MAY HAVE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MOUNTAIN ISLAND CHARTER SCHOOL SOAR FOUNDATION 14516 LUCIA RIVERBEN HIGHWAY MOUNT HOLLY NC 28120 461443063 LEASE SCHOOL FACILITIES NC 501 (C) (3) N/A 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 MOUNTAIN ISLAND CHARTER SCHOOL SOAR FOUNDATION D 29617557 LOAN GUARANTEE MOUNTAIN ISLAND CHARTER SCHOOL SOAR FOUNDATION K 2058815 LEASE PAYMENTS