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Nonprofit · EIN 27-0264738

LEAD ACADEMY

Tax-exempt · GREENVILLE, SC 29607

Financials

$5.5M$5.6M2022$5.7M$5.9M2023$6M$5.9M2024
Revenue Expenses · by fiscal year end
Financials of LEAD ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,959,759$5,866,061$93,698$16,658,352$15,582,469$1,075,883
June 30, 2024990$5,682,175$5,929,010-$246,835$16,804,745$15,822,557$982,188
June 30, 2023990$5,518,841$5,570,884-$52,043$17,297,069$16,068,048$1,229,021
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,772,623
of which government grants
$5,531,239
Program service revenue
$106,460
Investment income
$80,676
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$2,616,764
Salaries, compensation and benefits (total)
$3,225,928
Professional fundraising fees
$0
Legal fees
$3,191
Accounting fees
$10,000
Occupancy
$326,763
Travel
$547
Depreciation
$462,410
Program services (functional)
$4,031,260
Management and general (functional)
$1,428,472
Fundraising (functional)
$406,329

Balance sheet and other

Total assets, start of year
$16,804,745
Total assets, end of year
$16,658,352
Total liabilities, end of year
$15,582,469
Net assets, end of year
$1,075,883
Land, buildings and equipment
$13,730,958
Gross receipts
$5,959,759
Employees
70
Volunteers
0
Year formed
2009
State of legal domicile
SC

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 / weekCompensation
SARAH KELLEYBOARD CHAIR
Trustee or director, Officer
8$0
MILTON SHOCKLEYTREASURER
Trustee or director, Officer
6$0
STANTON HORNEMEMBER
Trustee or director
2$0
COURTNEY BURNETTMEMBER
Trustee or director
2$0
MICHANA TALLEYMEMBER
Trustee or director
2$0
PAUL THOMPSONMEMBER
Trustee or director
2$0
TORI PALENMEMBER
Trustee or director
2$0
ROSS ROBINSONMEMBER
Trustee or director
2$0
PAIGE HELMSSECRETARY
Trustee or director, Officer
2$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
ELIAS SURKINBOARD CHAIR
Trustee or director, Officer
8$0
MILTON SHOCKLEYTREASURER
Trustee or director, Officer
6$0
SARAH KELLEYMEMBER
Trustee or director
2$0
COURTNEY BURNETTMEMBER
Trustee or director
2$0
MICHANA TALLEYMEMBER
Trustee or director
2$0
DR PAUL THOMPSONVICE CHAIR
Trustee or director, Officer
2$0
DR FRANK WILSONMEMBER
Trustee or director
2$0
PAIGE HELMSMEMBER
Trustee or director
2$0
REBECCA FAULKNERMEMBER
Trustee or director
2$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
ELIAS S SURKINBOARD CHAIR
Trustee or director, Officer
8$0
MILTON SHOCKLEYTREASURER
Trustee or director, Officer
6$0
REBECCA FAULKNERDIRECTOR
Trustee or director
2$0
COURTNEY BURNETTDIRECTOR
Trustee or director
2$0
MICHANA TALLEYDIRECTOR
Trustee or director
2$0
PAUL THOMPSONDIRECTOR
Trustee or director
2$0
SUNNY BROADUSDIRECTOR
Trustee or director
2$0
BERRI HEINZDIRECTOR
Trustee or director
2$0
SARAH KELLEYDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
804 MAULDIN RD, GREENVILLE, SC 29607-4801
In care of
% CURTIS BAKER PRINCIPAL
Principal officer (990 for 2024)
CURTIS BAKER, 804 MAULDIN ROAD, GREENVILLE, SC 29607
Signed the 990
MILTON SHOCKLEY, TREASURER
Phone
(864) 916-1459
Return prepared by
MARTIN SMITH & COMPANY CPAS PA

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • SEE SCHEDULE OLEAD ACADEMY IS COMMITTED TO DEVELOPING WELL-ROUNDED STUDENT LEADERS THROUGH RIGOROUS ACADEMICS, CHARACTER DEVELOPMENT, AND EXPERIENTIAL LEARNING. ROOTED IN OUR CORE VALUES, BE NICE. WORK HARD. SERVE WELL. HAVE FUN., WE CULTIVATE STUDENTS WHO EMBODY OUR HABITS OF LEADERSHIP: EMPATHY, PERSEVERANCE, INTEGRITY, AND CURIOSITY (EPIC). THROUGH ACTIVE, ENGAGING LEARNING EXPERIENCES, STUDENTS BUILD COMMUNICATION, CRITICAL THINKING, RESILIENCE, AND COLLABORATION SKILLS WHILE LEARNING TO POSITIVELY IMPACT THEIR COMMUNITY. LEAD ACADEMY SERVES STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE AND WELCOMES LEARNERS OF ALL ACADEMIC LEVELS, INCLUDING SPECIAL EDUCATION AND GIFTED AND TALENTED STUDENTS. OUR INTENTIONALLY SMALL SCHOOL ENVIRONMENT ALLOWS CARING ADULTS TO KNOW STUDENTS PERSONALLY AND SUPPORT THEIR INDIVIDUAL NEEDS.DURING THE PAST SCHOOL YEAR, LEAD ACADEMY EXPANDED STUDENT SUPPORT SERVICES BY LAUNCHING A NEW K-3 DEVELOPMENTAL DELAY CLASS SERVING STUDENTS WITH HIGH NEEDS AND A VARIETY OF DISABILITIES, CURRENTLY SUPPORTING FOUR STUDENTS. THE SCHOOL ALSO CONDUCTED MORE THAN 10 EVALUATIONS TO HELP ENSURE STUDENTS RECEIVED THE ACADEMIC AND BEHAVIORAL SUPPORT NECESSARY FOR SUCCESS ACROSS EDUCATIONAL SETTINGS. SERVICE LEARNING REMAINS A CORE PART OF THE LEAD EXPERIENCE, WITH STUDENTS COMPLETING 3,402 COMMUNITY SERVICE HOURS FOR APPROXIMATELY 196 LOCAL ORGANIZATIONS, INCLUDING GREENVILLE HUMANE SOCIETY, SOUTH CAROLINA CHILDREN'S THEATRE, HARVEST HOPE, CONESTEE NATURE PRESERVE, GREER RELIEF, AND RONALD MCDONALD HOUSE.STUDENTS ALSO PARTICIPATED IN A WIDE VARIETY OF ATHLETICS AND ENRICHMENT OPPORTUNITIES, INCLUDING CROSS COUNTRY, VOLLEYBALL, CHEERLEADING, BASKETBALL, BASEBALL, DRAMA CLUB, ROBOTICS CLUB, CHESS CLUB, LIBRARY CLUB, AND BLUSH, A MENTORING GROUP FOR 6TH-8TH GRADE GIRLS FOCUSED ON SELF-CONFIDENCE, SISTERHOOD, AND LEADERSHIP DEVELOPMENT. THIS YEAR, THE ROBOTICS TEAM EARNED MULTIPLE AWARDS AND ADVANCED TO REGIONALS, WHILE THE CHESS CLUB BROUGHT HOME MULTIPLE TROPHIES THROUGH COMPETITION PARTICIPATION. STUDENTS IN LIBRARY CLUB ALSO HELPED OPERATE THE SCHOOL LIBRARY DURING MORNING HOURS, DEVELOPING RESPONSIBILITY AND LEADERSHIP THROUGH SERVICE TO THE SCHOOL COMMUNITY. AS A TUITION-FREE PUBLIC CHARTER SCHOOL, LEAD ACADEMY PROUDLY PROVIDES FREE BREAKFAST, FREE LUNCH, AND FREE AFTER-SCHOOL CARE AND CLUBS FOR ALL STUDENTS.
    Expenses $4,031,260 · revenue $106,460

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
27-0264738
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
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B25)
Assets (IRS master file)
$16,658,352
Income (IRS master file)
$5,959,759

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,959,759$5,866,061$16,658,352IRS
990June 2024$5,682,175$5,929,010$16,804,745IRS
990June 2023$5,518,841$5,570,884$17,297,069XML
990June 2022$4,564,880$5,027,604$17,504,894IRS
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 27-0264738).

Questions about LEAD ACADEMY

What is the EIN of LEAD ACADEMY?
The employer identification number (EIN) of LEAD ACADEMY is 27-0264738.
Is LEAD ACADEMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to LEAD ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEAD 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 LEAD 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 LEAD 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 LEAD ACADEMY?
The 990 for the year ended June 30, 2025 names CURTIS BAKER.
Who are the officers and directors of LEAD ACADEMY?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does LEAD ACADEMY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,959,759, expenses of $5,866,061 and total assets of $16,658,352 at year end.

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