2024-05-15T01:31:39-05:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-07-01 272779526 AGAMIM CLASSICAL ACADEMY AGAM 9528562531 5300 FRANCE AVE S EDINA MN 55410 MIRANDA MORTON EXECUTIVE DIRECTOR 9528562531 2024-05-14 1 MIRANDA MORTON 999009999 0 MARIE A PRIMUS CPA P01272184 5157275700 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MIRANDA MORTON 5300 FRANCE AVE S EDINA MN 55410 5315282 0 X WWW.AGAMIM.ORG X 2010 MN CULTIVATING WISE, GRATEFUL, AND VIRTUOUS STUDENTS. 10 8 74 150 0 0 4552091 5228646 25149 85012 166 10 7642 1130 4585048 5314798 0 0 0 0 2372387 2273909 0 0 0 2371712 2512717 4744099 4786626 -159051 528172 6444067 6142225 7672747 6748153 -1228680 -605928 CULTIVATING WISE, GRATEFUL, AND VIRTUOUS STUDENTS DEDICATED TO THE PURSUIT OF TRUTH, BEAUTY, AND GOODNESS FOR THEMSELVES AND FOR OUR COUNTRY. 0 0 4149470 85012 AGAMIM CLASSICAL ACADEMY PROVIDES STUDENTS WITH A CLASSICAL LIBERAL ARTS, CHALLENGING AND INSPIRING EDUCATION. CLASSICAL EDUCATION METHODS HAVE BEEN USED ACROSS THE WORLD FOR OVER A THOUSAND YEARS AND STUDENTS AT AGAMIM INHERIT THIS TRADITION OF SCHOLARSHIP AND COMMITMENT TO LIVING WITH VIRTUE. OUR ACADEMIC PROGRAM PROVIDES STUDENTS WITH A BROAD AND DEEP BASE OF CONTENT KNOWLEDGE, BALANCE BETWEEN THE HUMANITIES AND THE SCIENCES SO CHILDREN ARE STRONG THINKERS IN CLASSICAL LANGUAGE LEARNING, FORMATION OF VIRTUOUS HABITS, AND PRIDE IN ADVANCING THE PRINCIPLES OF OUR AMERICAN FOUNDING. 4149470 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 74 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X CREATIVE PLANNING 9525636800 3800 AMERICAN BLVD WEST SUITE 1000 MINNEAPOLIS MN 554314420 X LUCAS MENZIES MEMBER/TEACHER 45.00 X 52657 0 7651 DAVID MCCARTHY MEMBER/TEACHER 45.00 X 49287 0 4542 ALYSSA BRYAN CHAIR 10.00 X X 0 0 0 KERI GRAFING VICE CHAIR 1.00 X X 0 0 0 TOM LOCKHART TREASURER 5.00 X X 0 0 0 LISA LOVELESS SECRETARY 1.00 X X 0 0 0 CRAIG PETERSON MEMBER 1.00 X 0 0 0 LIBBY BARRIOS MEMBER 1.00 X 0 0 0 ILAN SHARON MEMBER 1.00 X 0 0 0 ANDREW WEIG MEMBER 1.00 X 0 0 0 MIRANDA MORTON EXECUTIVE DIRECTOR 45.00 X 110822 0 13189 212766 0 25382 1 0 0 0 4MATIV TECHNOLOGIES INC 44 FOY DRIVE HAMILTON SQUARE NJ 08690 TRANSPORTATION 350587 CKC GOOD FOOD 1185 CONCORD ST N SOUTH SAINT PAUL MN 55075 FOOD SERVICE 187060 2 17025 5080238 131383 5228646 FOOD SALES TO PUPILS 611710 54240 54240 FEES FROM PATRONS 611710 25929 25929 MEDICAL ASSISTANCE 611710 4843 4843 85012 10 10 0 17025 0 0 1614 484 1130 1130 5314798 85012 0 1140 X 240484 107943 132541 1595569 1443267 152302 134320 123317 11003 155713 108532 47181 147823 128455 19368 2634 2634 127881 127881 545337 470412 74925 165501 149504 15997 123453 102034 21419 482744 482744 5265 5265 528276 525155 3121 STUDENT TRANSPORTATION 391497 391497 INSTRUCTIONAL SUPPLIES 86296 86296 DUES & MEMBERSHIPS 30473 1689 28784 FOOD SERVICE 9810 9810 13550 13550 4786626 4149470 637156 0 X 384169 847416 5 5 565088 699257 62247 130255 517172 226794 338142 290378 5094416 4174914 6444067 6142225 351522 161390 6809 49054 7314416 6537709 7672747 6748153 X -1364445 -456554 135765 -149374 0 0 -1228680 -605928 6444067 6142225 X 528172 94580 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192157 68379 123778 325015 158415 166600 290378 DEFERRED PENSION OUTFLOWS 843008 ROU ASSET 3331906 4174914 NET PENSION LIABILITY 2458957 DEFERRED PENSION INFLOWS 307094 ROU LIABILITY 3771658 6537709 5336185 21387 21387 5314798 0 5314798 4713433 -73193 -73193 4786626 0 4786626 PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSIONS 21,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSIONS -73,193. 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 SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY VIA LITERATURE AND THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 AS A MN PUBLIC CHARTER SCHOOL, THE ACADEMY RECEIVED STATE EDUCATION AID AND FEDERAL GRANT FUNDING. FUN RUN 17025 17025 17025 17025 FORM 990, PART VI, SECTION A, LINE 7A AS PER MN STATUTE 124E.07, STAFF MEMBERS EMPLOYED AT THE SCHOOL, INCLUDING TEACHERS PROVIDING INSTRUCTION UNDER A CONTRACT, MEMBERS OF THE BOARD OF DIRECTORS, AND ALL PARENTS OR LEGAL GUARDIANS OF CHILDREN ENROLLED IN THE SCHOOL ARE THE VOTERS ELIGIBLE TO ELECT THE MEMBERS OF THE SCHOOL'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE SCHOOL'S FINANCE COMMITTEE. THE REVIEWED PUBLIC DISCLOSURE 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANNUALLY AND AT EACH BOARD MEETING ANY INTERESTS THAT COULD GIVE RISE TO CONFLICT. THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS IS TO BE MADE BY THE SCHOOL BOARD. ANY SCHOOL BOARD MEMBERS WHO HAVE AN ACTUAL OR POTENTIAL CONFLICT SHALL NOTIFY THE SCHOOL BOARD OF SUCH CONFLICT IMMEDIATELY. THE SCHOOL BOARD MEMBER SHALL THEREAFTER COOPERATE WITH THE SCHOOL BOARD AS NECESSARY FOR THE SCHOOL BOARD TO MAKE ITS DETERMINATION. INDIVIDUALS DETERMINED TO HAVE A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DISCUSSION NOR THE VOTE. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. SEE THE SCHOOL'S WEBSITE FOR MORE INFORMATION ON THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL'S BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION FOR ALL STAFF USING MARKET RATE ANALYSIS AS PART OF THE ANNUAL BUDGET REVIEW PROCESS. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE MEETING MINUTES. THE REVIEW IS COMPLETED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC ON THE SCHOOL'S WEBSITE. THE SCHOOL MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: RELATED BOARD MEMBERS PER MN STATUTE 124E.07, CHARTER SCHOOLS ARE REQUIRED TO HAVE LICENSED A TEACHER AS A MEMBER OF THE BOARD OF DIRECTORS. LUCAS MENZIES AND DAVID MCCARTHY ARE BOARD MEMBERS BUT RECEIVED COMPENSATION FOR THEIR SERVICES AS TEACHERS. FORM 990, PART IX, LINE 11G MISC CONTRACTED SERICES: PROGRAM SERVICE EXPENSES 470,412. MANAGEMENT AND GENERAL EXPENSES 74,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 545,337. 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: GASB 68 - PENSION ADJUSTMENT 94,580.