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Nonprofit · EIN 73-1673656

EAGLE RIDGE ACADEMY

Tax-exempt · MINNETONKA, MN 55343

Financials

$19.1M$18.5M2022$20.4M$20M2023$21.4M$21.5M2024
Revenue Expenses · by fiscal year end
Financials of EAGLE RIDGE ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$21,397,968$21,492,914-$94,946$12,052,176$11,660,019$392,157
June 30, 2024990$20,353,519$20,049,616$303,903$12,237,373$12,173,365$64,008
June 30, 2023990$19,122,111$18,485,645$636,466$13,112,809$13,630,027-$517,218
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$20,076,244
of which government grants
$19,984,485
Program service revenue
$661,466
Investment income
$317,477
Net rental income
$74,764
Net gain from sales of assets
-$72
Other revenue
$342,781

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$363,634
Other salaries and wages
$9,800,712
Salaries, compensation and benefits (total)
$13,286,146
Professional fundraising fees
$0
Legal fees
$2,203
Accounting fees
$174,129
Occupancy
$3,089,183
Depreciation
$213,834
Program services (functional)
$19,054,001
Management and general (functional)
$2,438,913

Balance sheet and other

Total assets, start of year
$12,237,373
Total assets, end of year
$12,052,176
Total liabilities, end of year
$11,660,019
Net assets, end of year
$392,157
Land, buildings and equipment
$894,052
Gross receipts
$21,398,040
Employees
263
Volunteers
400
Year formed
2004
State of legal domicile
MN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JASON ULBRICHEXECUTIVE DIRECTOR
Officer
40$210,215$44,704
SUSAN BLOOMGRENACADEMIC DIRECTOR
Highest-paid employee
40$107,152$47,034
AMBER DAHLSTROMDIRECTOR OF SPECIAL SERVICES
Highest-paid employee
40$119,291$20,200
JANELLE MELLGRENPRINCIPAL (K-4)
Highest-paid employee
40$114,463$22,249
MICHAEL PELOFSKEPRINCIPAL (5-8)
Highest-paid employee
40$104,384$20,543
ERIN JOHNSONPRINCIPAL (9-12)
Highest-paid employee
40$113,075$10,299
CLARE MURRAYBOARD CHAIR/TEACHER
Trustee or director, Officer
42$70,215$6,298
SAM SUNDERMEYERBOARD MEMBER/TEACHER
Trustee or director
42$47,713$5,936
ELLIOT LOUTSCHVICE CHAIR
Trustee or director, Officer
2$0$0
DAVID CROSONTREASURER
Trustee or director, Officer
2$0$0
LISA JOHNSONBOARD MEMBER
Trustee or director
2$0$0
SURENDRA KANNEGANTIBOARD MEMBER
Trustee or director
2$0$0
KATHY OBERSTARBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensationOther / benefits
JASON ULBRICHEXECUTIVE DIRECTOR
Officer
40$196,901$40,818
SUSAN BLOOMGRENACADEMIC DIRECTOR
Highest-paid employee
40$116,568$44,367
JANELLE MELLGRENPRINCIPAL (K-4)
Highest-paid employee
40$110,830$21,036
AMBER DAHLSTROMDIRECTOR OF SPECIAL SERVICES
Highest-paid employee
40$111,676$18,230
ERIN JOHNSONPRINCIPAL (9-12)
Highest-paid employee
40$110,568$9,845
CLARE MURRAYBOARD CHAIR/TEACHER
Trustee or director, Officer
42$68,013$6,018
ANNE BARTOWSECRETARY/TEACHER
Trustee or director, Officer
42$68,034$5,985
ERIK EDINBOARD MEMBER/TEACHER
Trustee or director
42$47,915$24,295
BETSY BIXBYBOARD MEMBER/TEACHHER
Trustee or director
42$53,019$14,861
ELLIOT LOUTSCHVICE CHAIR
Trustee or director, Officer
2$0$0
DAVID CROSONTREASURER
Trustee or director, Officer
2$0$0
FARHIYA ROBLEBOARD MEMBER
Trustee or director
2$0$0
KATHY OBERSTARBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
JASON ULBRICHEXECUTIVE DIRECTOR
Officer
45$168,111$38,430
JANELLE MELLGRENPRINCIPAL OF SCHOOL
Highest-paid employee
40$106,839$19,549
MATTHEW BERGVICE CHAIR/TEACHER
Trustee or director, Officer
45$47,262$22,026
ANNE BARTOWSECRETARY/TEACHER
Trustee or director, Officer
45$63,108$5,364
CLARE MURRAYBOARD CHAIR/TEACHER
Trustee or director, Officer
45$54,879$4,756
GAIL HIATTBOARD MEMBER
Trustee or director
5$0$0
DAVID CROSONTREASURER
Trustee or director, Officer
5$0$0
BETSY BIXBYBOARD MEMBER
Trustee or director
5$0$0
ELLIOT LOUTSCHBOARD MEMBER
Trustee or director
5$0$0
FARHIYA ROBLEBOARD MEMBER
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
11111 BREN RD W, MINNETONKA, MN 55343-9015
Principal officer (990 for 2024)
JASON ULBRICH, 11111 BREN RD W, MINNETONKA, MN 55343
Signed the 990
JASON ULBRICH, EXECUTIVE DIRECTOR
Phone
(952) 746-7760
Return prepared by
CREATIVE PLANNING TAX LLC

Mission

THE MISSION OF EAGLE RIDGE ACADEMY IS TO ENGAGE ALL STUDENTS IN A TIME-TESTED, CLASSICAL LIBERAL ARTS EDUCATION THAT DEMANDS THEIR BEST IN ACADEMIC ACHIEVEMENT AND HONORABLE CHARACTER WHILE CHALLENGING THEM TO ATTAIN THEIR HIGHEST POTENTIAL.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDING STUDENTS WITH A TRADITIONAL, CLASSICAL, EDUCATION THAT DEMANDS THEIR BEST IN ACADEMIC ACHIEVEMENT, BEHAVIOR, AND ATTITUDES WHILE CHALLENGING THEM TO ATTAIN THEIR HIGHEST POTENTIAL. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, EAGLE RIDGE ACADEMY SERVED AN ESTIMATED 1,500 STUDENTS.
    Expenses $19,054,001 · revenue $684,089

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
73-1673656
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$12,052,176
Income (IRS master file)
$21,398,040

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$21,397,968$21,492,914$12,052,176IRS
990June 2024$20,353,519$20,049,616$12,237,373IRS
990June 2023$19,122,111$18,485,645$13,112,809XML
990June 2022$19,588,195$17,873,239$13,994,615IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1673656).

Questions about EAGLE RIDGE ACADEMY

What is the EIN of EAGLE RIDGE ACADEMY?
The employer identification number (EIN) of EAGLE RIDGE ACADEMY is 73-1673656.
Is EAGLE RIDGE ACADEMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to EAGLE RIDGE ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EAGLE RIDGE ACADEMY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of EAGLE RIDGE ACADEMY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EAGLE RIDGE ACADEMY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of EAGLE RIDGE ACADEMY?
The 990 for the year ended June 30, 2025 names JASON ULBRICH.
Who are the officers and directors of EAGLE RIDGE ACADEMY?
The 990 for the year ended June 30, 2025 lists 13 people; 8 received compensation from the organization, the highest $210,215 (JASON ULBRICH, EXECUTIVE DIRECTOR).
How much revenue does EAGLE RIDGE ACADEMY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $21,397,968, expenses of $21,492,914 and total assets of $12,052,176 at year end.

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