2026-05-08T19:33:13-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 202526508 LEAD PUBLIC SCHOOLS INC LEAD 6153275422 8011 BROOKS CHAPEL ROAD 1028 BRENTWOOD TN 37027 ASHLEY MONTGOMERY CFO 6153275422 2026-05-05 1 1 WADE MCMULLEN P00541671 9099857286 2026-05-01 2024 2025-03-06 01:10:19Z DR RICKI GIBBS II 8011 BROOKS CHAPEL ROAD 1028 BRENTWOOD TN 37027 40153731 0 X LEADPUBLICSCHOOLS.ORG X 2004 TN PREPARE ALL OUR STUDENTS WITH THE KNOWLEDGE AND SKILLS TO SUCCEED IN COLLEGE AND IN LIFE. 15 14 349 14 0 0 51183102 39988349 97416 54840 747103 110542 4338309 0 56365930 40153731 0 0 0 0 34977544 24530541 0 0 0 18562317 16177886 53539861 40708427 2826069 -554696 43880415 42809086 9646258 7535273 34234157 35273813 X LEAD PUBLIC SCHOOLS EXISTS TO PREPARE ALL OUR STUDENTS WITH THE KNOWLEDGE AND SKILLS TO SUCCEED IN COLLEGE AND IN LIFE. 0 1 37277662 0 54840 LEAD SERVED APPROXIMATELY 2,646 STUDENTS ON FOUR DIFFERENT CAMPUSES. 37277662 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 1 0 0 0 0 1 88 0 1 349 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X RICKI GIBBS II 6153275422 8011 BROOKS CHAPEL RD STE 1028 BRENTWOOD TN 37027 DWAYNE TUCKER CHIEF EXECUTIVE OFFICER 40.00 X 277945 0 28385 ADRIENNE USETED CSGO (LEFT MAR 2025) 40.00 X 188799 0 28880 LAVOE MULGREW HEAD OF SCHOOLS 40.00 X 179524 0 25408 RICKI GIBBS ES HEAD OF SCHOOL 40.00 X 188030 0 15236 MARY MINICH HEAD OF ACAD/INNO 40.00 X 164906 0 32778 ASHLEY MONTGOMERY CHIEF FINANCIAL OFFICER 40.00 X 167396 0 28782 NICOLAS FRANK CHIEF HUMAN RESOURCES OFFICER 40.00 X 173013 0 13834 TONY MAJORS CHIEF OPERATING OFFICER 40.00 X 168337 0 12947 ELOISE ALEXIS VP OF DEVELOPMENT 40.00 X 166281 0 18383 STEF CARSON VP OF DATA 40.00 X 146165 0 26856 MIKE HONIOUS CHAIR 2.00 X X 0 0 0 JONATHAN DYKE DIRECTOR 2.00 X 0 0 0 DR BRYAN FISHER DIRECTOR 2.00 X 0 0 0 CARTER FISHER DIRECTOR 2.00 X 0 0 0 VALERIE HAYES MOLETTE DIRECTOR 2.00 X 0 0 0 CARI ISHAM DIRECTOR 2.00 X 0 0 0 ROB KELLER DIRECTOR 2.00 X 0 0 0 JAMESE LEVEIUS DIRECTOR 2.00 X 0 0 0 DAVID LOVE DIRECTOR 2.00 X 0 0 0 JEROME OGELSBY DIRECTOR 2.00 X 0 0 0 LINDA PANNOCK DIRECTOR 2.00 X 0 0 0 ALEX RYERSON DIRECTOR 2.00 X 0 0 0 DERRICK SALTER DIRECTOR 2.00 X 0 0 0 JIM VESTERMAN DIRECTOR 2.00 X 0 0 0 1820396 0 231489 25 0 1 0 REECE PROTECTION SERVICE 2021 WESTCHESTER DRIVE NASHVILLE TN 37207 SECURITY 578348 KEITH MORRIS 6637 TOLLESON ROAD ADAMS TN 37010 MAINTENANCE & REPAIRS 374366 HES INTERMEDIATE HOLDINGS LLC 2160 LAKESIDE CENTRE WAY STE 302 KNOXVILLE TN 37922 CUSTODIAL 121792 CHRISTOPHER ELLIOTT 4103 COTTONWOOD DRIVE DURHAM NC 27705 CONSULTING 111488 4 39681779 306570 39988349 SCHOOL INCOME 711210 48365 48365 RENTAL INCOME 900099 6475 6475 54840 110542 110542 40153731 54840 0 110542 982232 982232 18587510 18587510 1055039 1055039 2407377 2407377 1498383 1498383 3190083 3190083 1559128 1318446 240682 637163 637163 3541233 3541233 193323 193323 1317967 1317967 TRANSPORTATION 3712193 3712193 INSTRUCTIONAL MATERIALS 1077480 1077480 ATHLETICS 611523 611523 ALL OTHER EXPENSES 337793 337793 40708427 37277662 3430765 0 1651 0 22529800 29655890 9171912 1143209 477274 12638557 4732438 8573178 7906119 3126600 4103868 43880415 42809086 6147714 3812955 3498544 3722318 9646258 7535273 X 34234157 35273813 34234157 35273813 43880415 42809086 -554696 1594352 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6297785 2004834 4292951 4337078 1222513 3114565 1829922 1397857 432065 173772 107234 66538 7906119 PENSION 2850424 TCRS STABILIZATION RESERVE TRUST 1253444 4103868 RIGHT-TO-USE LEASE LIABILITY 3088926 PENSIONS 633392 3722318 X 40177731 24000 24000 40153731 0 40153731 40732427 24000 24000 40708427 0 40708427 PART X, LINE 2: THE ORGANIZATION'S SCHOOLS ARE NONPROFIT ENTITIES THAT ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODE (IRC) AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS OTHER THAN A PRIVATE FOUNDATION, AND ARE SIMILARLY EXEMPT FROM STATE INCOME TAXES. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS A PUBLIC CHARTER SCHOOL AND, AS SUCH, COMPLIES WITH ALL NON-DISCRIMINATION POLICIES OF THE METROPOLITAN NASHVILLE PUBLIC SCHOOL SYSTEM. SCHEDULE E, PART I, LINE 4 AS A PUBLIC SCHOOL, NO SCHOLARSHIPS ARE PRESENT. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, THE SCHOOL OBTAINS FUNDING FROM THE STATE, LOCAL AND FEDERAL GOVERNMENTS. X X X 0 0 0 0 0 0 0 0 0 DWAYNE TUCKER CHIEF EXECUTIVE OFFICER 217950 0 59995 0 0 0 11991 0 16394 0 306330 0 0 0 ADRIENNE USETED CSGO (LEFT MAR 2025) 161923 0 26876 0 0 0 5664 0 23216 0 217679 0 0 0 LAVOE MULGREW HEAD OF SCHOOLS 160774 0 18750 0 0 0 9014 0 16394 0 204932 0 0 0 RICKI GIBBS ES HEAD OF SCHOOL 153030 0 35000 0 0 0 0 0 15236 0 203266 0 0 0 MARY MINICH HEAD OF ACAD/INNO 143030 0 21876 0 0 0 8857 0 23921 0 197684 0 0 0 ASHLEY MONTGOMERY CHIEF FINANCIAL OFFICER 145520 0 21876 0 0 0 4861 0 23921 0 196178 0 0 0 NICOLAS FRANK CHIEF HUMAN RESOURCES OFFICER 144262 0 28751 0 0 0 12727 0 1107 0 186847 0 0 0 TONY MAJORS CHIEF OPERATING OFFICER 146461 0 21876 0 0 0 12900 0 47 0 181284 0 0 0 ELOISE ALEXIS VP OF DEVELOPMENT 146920 0 19361 0 0 0 1972 0 16411 0 184664 0 0 0 STEF CARSON VP OF DATA 133040 0 13125 0 0 0 6188 0 20668 0 173021 0 0 0 FORM 990, PART III, LINE 3 LEAD BRICK CHURCH MIDDLE SCHOOL WAS RETURNED BACK TO METRO NASHVILLE PUBLIC SCHOOLS EFFECTIVE 7/1/24. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD HAS AUTHORIZED A FINANCE COMMITTEE, COMPOSED OF CERTAIN BOARD MEMBERS, TO ACT ON ITS BEHALF WITH RESPECT TO FINANCIAL MATTERS, AND THE COMMITTEE MAINTAINS MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND SENIOR ACCOUNTANT REVIEW THE FORM 990 PRIOR TO SUBMISSION. A FINALIZED COPY IS ALSO PROVIDED TO THE BOARD FOR THEIR RECORDS AND AWARENESS. FORM 990, PART VI, SECTION B, LINE 12C WHEN A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, IT IS REVIEWED AND ADDRESSED IN ACCORDANCE WITH ORGANIZATIONAL POLICY. WHERE REQUIRED, CONFLICTS RELATED TO FEDERALLY FUNDED ACTIVITIES ARE DISCLOSED IN WRITING TO THE APPROPRIATE FEDERAL AWARDING AGENCY. THE ORGANIZATION'S CHIEF FINANCIAL OFFICER IS RESPONSIBLE FOR COORDINATING THE IDENTIFICATION AND REPORTING OF SUCH CONFLICTS. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. ADDITIONALLY, LEAD ADDRESSES ORGANIZATIONAL CONFLICTS OF INTEREST TO ENSURE IMPARTIALITY IN PROCUREMENT ACTIVITIES INVOLVING RELATED ENTITIES. THROUGH THESE POLICIES AND PROCEDURES, LEAD PUBLIC SCHOOLS SEEKS TO MAINTAIN INTEGRITY, ACCOUNTABILITY, AND COMPLIANCE IN ALL OPERATIONAL AND FINANCIAL ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION LEVELS FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY AS PART OF THE ORGANIZATION'S BROADER BUDGETING AND FINANCIAL PLANNING PROCESS. IN DETERMINING ANNUAL SALARY ADJUSTMENTS, LEAD CONSIDERS MULTIPLE FACTORS, INCLUDING NATIONAL AND REGIONAL MARKET DATA ON AVERAGE MERIT INCREASES, INTERNAL BUDGET ASSUMPTIONS, AND OVERALL ORGANIZATIONAL FINANCIAL POSITION. MARKET DATA IS OBTAINED THROUGH NATIONAL COMPENSATION STUDIES AND BENCHMARKING ANALYSES THAT INCLUDE COMPARABLE CHARTER SCHOOL ORGANIZATIONS, WITH CONSIDERATION GIVEN TO FACTORS SUCH AS ORGANIZATIONAL SIZE, GEOGRAPHIC REGION, METROPOLITAN AREA, AND COST OF LIVING.LEAD CONDUCTS COMPREHENSIVE COMPENSATION REVIEWS AND MAY ADJUST SALARY BAND STRUCTURES BASED ON UPDATED MARKET DATA AND BENCHMARKING STUDIES. THESE ADJUSTMENTS ARE INTENDED TO MAINTAIN ALIGNMENT WITH COMPETITIVE PAY PRACTICES AND ENSURE THE ORGANIZATION CAN ATTRACT AND RETAIN QUALIFIED TALENT.ALL COMPENSATION DECISIONS ARE MADE IN ACCORDANCE WITH ESTABLISHED ORGANIZATIONAL POLICIES AND ARE SUBJECT TO BUDGETARY APPROVAL AND OVERSIGHT. THIS PROCESS WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. LEAD ACADEMY NONPROFIT LLC 1034 1ST AVE S NASHVILLE TN 37210 273750175 EDUCATION TN 0 0 LEAD PUBLIC SCHOOLS INC CAMERON COLLEGE PREP NONPROFIT LLC 1034 1ST AVE S NASHVILLE TN 37210 273750206 EDUCATION TN 0 0 LEAD PUBLIC SCHOOLS INC LEAD PREP SOUTHEAST LLC 531 METROPLEX DRIVE NASHVILLE TN 27211 451360165 EDUCATION TN 0 0 LEAD PUBLIC SCHOOLS INC NEELY'S BEND COLLEGE PREP NONPROFIT LLC 1251 NEELYS BEND RD MADISON TN 37115 474869598 EDUCATION TN 0 0 LEAD PUBLIC SCHOOLS INC LEAD REAL ESTATE HOLDINGS NONPROFIT LLC 531 METROPLEX DRIVE NASHVILLE TN 37211 320433067 EDUCATION TN 0 0 LEAD PUBLIC SCHOOLS INC