2025-07-09T10:45:53-05:00 2024-08-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-09-01 760577751 EDUCATIONAL LEADERSHIP INC EDUC 7137846345 3333 BERING DRIVE 200 HOUSTON TX 77057 MELISSA NOWICKI INTERIM CHIEF FINANCIAL OFFICER 7137846345 2025-07-01 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2025-03-06 01:10:19Z SOUTHWEST SCHOOLS MELISSA NOWICKI 3333 BERING DRIVE 200 HOUSTON TX 77057 27742858 0 X WWW.SWSCHOOLS.ORG X 1998 TX EDUCATIONAL PROGRAMS FOR STUDENTS GRADES K-12. 5 5 259 5 0 0 8510196 6165896 18856491 21510325 34048 66637 0 0 27400735 27742858 0 0 0 0 16589436 18581297 0 0 229644 10567919 9508419 27157355 28089716 243380 -346858 14734563 12655509 7099443 5367247 7635120 7288262 EDUCATIONAL PROGRAMS FOR STUDENTS GRADES K-12. 0 0 22780411 21510325 ASSIST IN THE DEVELOPMENT AND IMPLEMENTATION OF STUDENT EDUCATIONAL PROGRAMS AND STAFF TRAINING. 22780411 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 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 0 0 0 0 1 103 0 1 259 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 7137846345 3333 BERING DRIVE 200 HOUSTON TX 77057 JAI DAGGETT MEMBER 2.00 X 0 0 0 CELESTINO GONZALEZ PRESIDENT 2.00 X X 0 0 0 DANIEL SAENZ VICE PRESIDENT 2.00 X X 0 0 0 JAMES E PHILLIPS SECERTARY 2.00 X X 0 0 0 PATRICIA GARDNER YOUNG TREASURER 2.00 X X 0 0 0 FELICIA ADAMS SUPERINTENDENT 40.00 X 226865 0 10200 UYEN NGUYEN CHIEF ACADEMIC OFFICER 40.00 X 183600 0 10200 KERI FOVARGUE PHD CHIEF OF STAFF 40.00 X 173268 0 23557 SPYROS CATECHIS FOUNDER 40.00 X 165316 0 21358 TRACEY EGAN CHIEF FINANCIAL OFFICER 40.00 X 167266 0 10200 ANNE LEAL MA OFFICER OF SPECIAL POPULATIONS 40.00 X 100556 0 7854 1016871 0 83369 5 0 1 0 FOOD MASTERS 10610 A ROCKLEY ROAD HOUSTON TX 77099 STUDENT MEAL SERVICES 1156000 H&J BUILDING 10719 BELSHILL ST RICHMOND TX 77407 JANITORIAL SERVICES 453875 2 6157349 8547 6165896 STATE EQUALIZATION 611710 20052285 20052285 TRS BENEFIT PROGRAM REVENUES 611710 936649 936649 EXTRACURRICULAR ACTIVITIES 611710 499182 499182 LOCAL REVENUE 611710 20645 20645 FOOD SERVICE 611710 1564 1564 21510325 66637 66637 27742858 21510325 0 66637 1166580 991593 174987 13970337 11874786 2095551 1910536 1623955 286581 1323366 1124861 198505 210478 178906 31572 220793 176634 44159 53011 32005 21006 3432633 2323991 1108642 173202 147222 25980 3833 3258 575 126033 100826 25207 160467 104304 56163 OTHER CONTRACT LABOR 2268157 1857621 294860 115676 SUPPLIES & MISCELLANEOU 2249900 1799097 336835 113968 MAINTENANCE & REPAIR 758075 379037 379038 EDUCATIONAL SVC. CTR. 62315 62315 28089716 22780411 5079661 229644 192002 121502 5497730 4442427 2695857 3116544 4502087 3844951 656293 657136 5692681 4317900 14734563 12655509 990986 809867 136390 21072 5972067 4536308 7099443 5367247 X 1451819 2536406 6183301 4751856 7635120 7288262 14734563 12655509 -346858 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3922872 3317491 605381 579215 527460 51755 657136 OPERATING LEASE RIGHT-OF-USE ASSETS 4317900 4317900 OPERATING LEASE PAYABLES 4536308 4536308 27742858 0 27742858 0 27742858 28089716 0 28089716 0 28089716 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 NON-DESCRIMINATION POLICY APPEARS IN ADVERTISEMENTS, BROCHURES AND WEBSITE. SCHEDULE E, PART I, LINE 6 EDUCATIONAL LEADERSHIP, INC. IS A TEXAS CHARTER SCHOOL AND PARTICIPATES IN THE STATE FOUNDATION PROGRAM. UNDER THIS PROGRAM, THE CHARTER SCHOOL IS ENTITLED TO RECEIVE REVENUES BASED UPON STUDENT ENROLLMENT AND AVERAGE DAILY ATTENDANCE. SCHEDULE E, LINE 6 EDUCATIONAL LEADERSHIP, INC. IS A TEXAS CHARTER SCHOOL AND PARTICIPATES IN THE STATE FOUNDATION PROGRAM. UNDER THIS PROGRAM, THE CHARTER SCHOOL IS ENTITLED TO RECEIVE REVENUES BASED UPON STUDENT ENROLLMENT AND AVERAGE DAILY ATTENDANCE. X 0 0 0 0 0 0 0 0 0 FELICIA ADAMS SUPERINTENDENT 226865 0 0 0 0 0 0 0 10200 0 237065 0 0 0 KERI FOVARGUE PHD CHIEF OF STAFF 173268 0 0 0 0 0 0 0 23557 0 196825 0 0 0 UYEN NGUYEN CHIEF ACADEMIC OFFICER 183600 0 0 0 0 0 0 0 10200 0 193800 0 0 0 SPYROS CATECHIS FOUNDER 165316 0 0 0 0 0 0 0 21358 0 186674 0 0 0 TRACEY EGAN CHIEF FINANCIAL OFFICER 167266 0 0 0 0 0 0 0 10200 0 177466 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE SIGING OFFICER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL DISCLOSURE PROCESS, REQUIRING ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE AND SUBMIT CONFLICT OF INTEREST STATEMENTS. THESE DISCLOSURES ARE REVIEWED BY THE GOVERNANCE COMMITTEE, WHICH MONITORS FOR POTENTIAL CONFLICTS AND ENSURES THAT INDIVIDUALS WITH IDENTIFIED CONFLICTS RECUSE THEMSELVES FROM RELATED DECISIONS. ALL DELIBERATIONS AND RECUSALS ARE DOCUMENTED IN MEETING MINUTES. THE POLICY IS REINFORCED THROUGH TRAINING AND ONGOING COMMUNICATION, AND VIOLATIONS ARE SUBJECT TO DISCIPLINARY ACTION TO ENSURE CONSISTENT ENFORCEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION EDUCATIONAL LEADERSHIP INC D/B/A SOUTHWEST SCHOOLS 3333 BERING DRIVE SUITE 200 HOUSTON, TX 77057 EMPLOYER IDENTIFICATION NUMBER: 76-0577751 FOR THE FISCAL YEAR-ENDED AUGUST 31, 2024 EDUCATIONAL LEADERSHIP INC D/B/A SOUTHWEST SCHOOLS IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).