2024-05-15T10:28:54-05:00 2023-06-30 260793942 MARTIN SMITH & COMPANY CPAS PA 1212 HAYWOOD ROAD BLDG 100 GREENVILLE SC 296152200 990 2022-07-01 270264738 LEAD ACADEMY LEAD 8649161459 804 MAULDIN ROAD GREENVILLE SC 29607 ELIAS S SURKIN BOARD CHAIR 8649161459 2024-05-15 1 ELIAS SURKIN 999009999 0 DAVID A SMITH P00045703 8642321040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIAS S SURKIN 804 MAULDIN ROAD GREENVILLE SC 29607 5518841 0 X MYLEADACADEMY.COM X 2009 SC TO PREPARE ALL STUDENTS, PARTICULARLY THOSE WHO HAVE NOT BEEN SUCCESSFUL IN TRADITIONAL SCHOOL ENVIRONMENTS; TO EDUCATE SERVANT LEADERS THROUGH A COMMITMENT TO DEVELOP EACH STUDENT IN SEVEN KEY AREAS: LEADERSHIP, SCHOLARSHIP, CHARACTER, TEAMWORK, CREATIVITY, COMMUNITY ENGAGEMENT AND IDENTITY. 9 9 81 4 0 0 4526515 5315000 37115 150636 1250 53205 0 0 4564880 5518841 0 0 0 0 2783206 2918533 0 0 60226 2244398 2652351 5027604 5570884 -462724 -52043 17504894 17297069 16223830 16068048 1281064 1229021 X TO PREPARE ALL STUDENTS, PARTICULARLY THOSE WHO HAVE NOT BEEN SUCCESSFUL IN TRADITIONAL SCHOOL ENVIRONMENTS, FOR LIFE-LONG SUCCESS THROUGH A STRUCTURED, CARING ENVIRONMENT OF HIGH ACADEMIC EXPECTATIONS; TO EDUCATE SERVANT LEADERS THROUGH A COMMITMENT TO DEVELOP EACH STUDENT IN SEVEN KEY AREAS: LEADERSHIP, SCHOLARSHIP, CHARACTER, TEAMWORK, CREATIVITY, COMMUNITY ENGAGEMENT AND IDENTITY. 0 0 3838238 150636 LEAD ACADEMY IS HELPING ALL STUDENTS DEVELOP THE WORLD CLASS SKILLS AND LIFE AND CAREER CHARACTERISTICS OF THE PROFILE OF THE SOUTH CAROLINA GRADUATE BY CHALLENGING EVERY CHILD TO ACHIEVE AT AN EXCEPTIONALLY HIGH LEVEL, REGARDLESS OF BACKGROUND OR CIRCUMSTANCE. WE SET HIGH EXPECTATIONS FOR OUR STUDENTS THROUGH OUR FOCUS ON THE FOUR EXPECTATIONS THAT GUIDE OUR SCHOOL CULTURE: BE NICE; WORK HARD; SERVE WELL; HAVE FUN. THESE CORE VALUES DRIVE ALL PROGRAMS AND INITIATIVES AT LEAD. THE EL EDUCATION FRAMEWORK IS ALSO EXEMPLIFIED BY PROJECT-BASED LEARNING EXPEDITIONS, WHERE STUDENTS ENGAGE IN INTERDISCIPLINARY, IN-DEPTH STUDY OF COMPELLING TOPICS, IN GROUPS AND IN THEIR COMMUNITY, WITH ASSESSMENT COMING THROUGH CUMULATIVE PRODUCTS, PUBLIC PRESENTATIONS, AND PORTFOLIOS. THE MODEL EMPHASIZES HIGH LEVELS OF STUDENT ENGAGEMENT, ACHIEVEMENT, AND CHARACTER DEVELOPMENT. PARTNERSHIPS THAT PROVIDED INCREASED OPPORTUNITIES TO OUR STUDENTS WERE FORMED WITH THE UNITED WAY OF GREENVILLE COUNTY, GOODWILL GOODGUIDES, AND THE ROTARY CLUB OF GREENVILLE. THESE ORGANIZATIONS SUPPORTED OUR EXTENDED DAY PROGRAM, PROVIDED TECHNOLOGY FOR OUR 1:1 CHROMEBOOK PROGRAM, ASSIGNED MENTORS, ASSISTED WITH COLLEGE AND CAREER PLANNING, AND ENGAGED OUR STUDENTS IN REGULAR CHARACTER EDUCATION LESSONS. OUR STUDENTS HAD THE OPPORTUNITY TO PARTICIPATE IN A NUMBER OF EXTRACURRICULAR ACTIVITIES AND CLUBS INCLUDING HONOR BAND, ATHLETIC LEAGUES, 3838238 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 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 1 13 0 81 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X X OFFICE 8649161459 804 MAULDIN ROAD GREENVILLE SC 29607 ELIAS S SURKIN BOARD CHAIR 8.00 X X 0 0 0 MILTON SHOCKLEY TREASURER 6.00 X X 0 0 0 REBECCA FAULKNER DIRECTOR 2.00 X 0 0 0 COURTNEY BURNETT DIRECTOR 2.00 X 0 0 0 MICHANA TALLEY DIRECTOR 2.00 X 0 0 0 PAUL THOMPSON DIRECTOR 2.00 X 0 0 0 SUNNY BROADUS DIRECTOR 2.00 X 0 0 0 BERRI HEINZ DIRECTOR 2.00 X 0 0 0 SARAH KELLEY DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 MATRIX CONSTRUCTION 1201 CRESTVIEW RD ANDERSON SC 29622 CONSTRUCTION - ADDITION OF GYM 276949 CHEF360 130-C JOHNS RD GREER SC 29650 FOOD SERVICE - BREAKFAST AND LUNCH 190182 PROCARE POBOX 934411 ATLANTA GA 31193 SPEECH THERAPY SERVICES 161877 3 5279 5289292 20429 5315000 PUPIL ACTIVITY 611710 128677 128677 OTHER REVENUE 611710 13660 13660 LUNCH SALES 611710 8299 8299 150636 53205 53205 5518841 150636 0 53205 X 2330591 2141853 128512 60226 52475 52475 376335 254536 121799 159132 133871 25261 150 150 9200 9200 120158 22211 97947 7692 7692 172055 66310 105745 151981 127994 23987 327509 319956 7553 14754 14754 798944 798944 354603 283683 70920 39419 39419 FOOD SERVICE 200496 200496 STAFF DEVELOPMENT/PROGR 185422 185422 FIELD TRIPS 114399 114399 FEE PAID TO SC PUBLIC C 78330 78330 77239 66281 10958 5570884 3838238 1672420 60226 3649620 2437517 185522 177740 55191 12862 16040144 1378976 13622343 14661168 17504894 17297069 136196 172758 8751 11957 16078333 15883333 550 0 16223830 16068048 X 0 0 0 0 1281064 1229021 1281064 1229021 17504894 17297069 X -52043 -1 X 0 1 X 0 1 1 X 1048866 1048866 13868732 1183320 12685412 542423 167319 375104 580123 28337 551786 14661168 X 5518841 0 5518841 0 5518841 5570884 0 5570884 0 5570884 PART X, LINE 2: THE FINANCIAL STATEMENTS WERE PREPARED IN ACCORDANCE WITH GOVERNMENTAL ACCOUNTING STANDARDS, WHICH DOES NOT REQUIRE THE ADOPTION OF FIN 48. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WE PUBLICIZE OUR RACIALLY NONDISCRIMINATORY POLICY ON ALL OF OUR MARKETING MATERIALS-FLYERS, LETTERS, BROCHURES AS WELL AS ON OUR WEBSITE. SCHEDULE E, PART I, LINE 4 LEAD ACADEMY DOES NOT PROVIDE SCHOLARSHIP OR FINANCIAL ASSISTANCE OF ANY KIND. THEREFORE, IT HAS NO RECORDS. SCHEDULE E, PART I, LINE 6 LEAD ACADEMY RECEIVED APPROXIMATELY $5,289,000 OF FEDERAL AND STATE FUNDS. A PUBLIC FINANCE AUTHORITY 273866124 74443DAS0 2016-08-23 10110000 LAND ACQUISITION, BUILDING CONSTRUCTION AND CAPITAL IMPROVEMENTS 0 0 0 B PUBLIC FINANCE AUTHORITY 273866124 74443DGF2 2021-05-27 6425000 BUILDING CONSTRUCTION 0 0 0 A 650000 10110000 662761 478763 202200 8766276 2018 0 0 1 1 B 6425000 587555 210578 5626867 2022 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: PUBLIC FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/01/2023 ISSUER NAME: PUBLIC FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/01/2024 FORM 990, PART VI, SECTION B, LINE 11B PART VI, SECTION B, LINE11 THE ENTIRE BOARD DOES NOT REVIEW THE FORM 990 PRIOR TO SUBMISSION. IT IS REVIEWED BY THE PRINCIPAL AND CHAIRMAN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PART VI, SECTION B. POLICIES #12C EVERY YEAR, BOARD MEMBERS SIGN OFF ON THE CONFLICT OF INTEREST POLICY AND AGREE TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. A TRAINING IN THIS AREA IS ALSO INCLUDED IN THE MANDATORY ORIENTATION THAT ALL BOARD MEMBERS HAVE TO COMPLETE WITHIN ONE YEAR OF TAKING OFFICE. FORM 990, PART VI, SECTION B, LINE 15 EXPLANATION OFR HOW OFFICERS SALARIES ARE DETERMINIED [990-7 BOX 75] FORM 990, PART VI, SECTION C, LINE 19 PART VI, SECTION C. DISCLOSURE 19. LEAD ACADEMY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY,THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ON FILE WITH THE OFFICE OF THE SOUTH CAROLINA SECRETARY OF STATE. FORM 990, PART IX, LINE 11G STUDENT SERVICES : PROGRAM SERVICE EXPENSES 180. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180. INSTRUCTIONAL SERVICES : PROGRAM SERVICE EXPENSES 22,031. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,031. MANAGEMENT SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 97,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,947. FORM 990, PART IX, LINE 24E SUPPLIES AND TEXTBOOKS : PROGRAM SERVICE EXPENSES 40,747. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,747. INSTRUCTIONAL SUPPLIES/EQUIPMENT : PROGRAM SERVICE EXPENSES 9,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,584. BANK FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,232. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,232. STUDENT ACTIVITIES : PROGRAM SERVICE EXPENSES 7,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,238. SMALL EQUIPMENT : PROGRAM SERVICE EXPENSES 4,057. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,057. ATHLETICS : PROGRAM SERVICE EXPENSES 3,355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,355. SUPPLIES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,314. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,314. INSTRUCTIONAL SERVICES : PROGRAM SERVICE EXPENSES 1,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,300. OTHER EXPENDITURES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 412. FORM 990, PART XI, LINE 9: ROUNDING -1.