2026-07-15T11:19:55-05:00 2025-08-31 882730877 CHERRY BEKAERT ADVISORY LLC 250 W NOTTINGHAM DR SUITE 100 SAN ANTONIO TX 78209 990 2024-09-01 760577751 EDUCATIONAL LEADERSHIP INC EDUC 7137846345 3333 BERING DRIVE 200 HOUSTON TX 77057 MELISSA NOWICKI CHIEF FINANCIAL OFFICER 7137846345 2026-07-15 1 1 KIMIKO BACA P01268795 8174358600 2024 2025-03-06 01:10:19Z SOUTHWEST SCHOOLS MELISSA NOWICKI 3333 BERING DRIVE 200 HOUSTON TX 77057 30791748 0 X WWW.SWSCHOOLS.ORG X 1998 TX EDUCATIONAL PROGRAMS FOR STUDENTS GRADES K-12. 7 7 271 7 0 0 6165896 4739210 21510325 25997763 66637 54775 0 0 27742858 30791748 0 0 0 0 18581297 19998443 0 0 0 9508419 8850283 28089716 28848726 -346858 1943022 12655509 15720824 5367247 6489540 7288262 9231284 EDUCATIONAL PROGRAMS FOR STUDENTS GRADES K-12. 0 0 23172660 25997763 ASSIST IN THE DEVELOPMENT AND IMPLEMENTATION OF STUDENT EDUCATIONAL PROGRAMS AND STAFF TRAINING. 23172660 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 0 0 1 271 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 PATRICIA GARDNER YOUNG BOARD PRESIDENT 2.00 X X 0 0 0 JAI DAGGETT BOARD VICE PRESIDENT 2.00 X X 0 0 0 JAMES E PHILLIPS BOARD SECRETARY 2.00 X X 0 0 0 FREDRICK G TURNER JR BOARD TREASURER (FROM 6/2/25) 2.00 X X 0 0 0 CELESTINO GONZALEZ BOARD MEMBER 2.00 X 0 0 0 NICOLE MONTGOMERY BOARD MEMBER (FROM 2/20/25) 2.00 X 0 0 0 JANET DELEON YOUNG BOARD MEMBER (FROM 4/17/25) 2.00 X 0 0 0 FELICIA ADAMS SUPERINTENDENT 40.00 X 235788 0 11887 KERI FOVARGUE CHIEF OF STAFF OFFICER 40.00 X 156405 0 14507 CLAUDE COX CHIEF OF TALENT AND PD 40.00 X 159712 0 15826 TRACEY EGAN CHIEF FINANCIAL OFFICER 40.00 X 159828 0 11887 UYEN NGUYEN CHIEF ACADEMICS OFFICER 40.00 X 167384 0 11887 ANNE LEAL CHIEF OF SPECIAL POPULATIONS 40.00 X 135054 0 10405 MICHAEL LOVE CHIEF OF OPERATIONS 40.00 X 145747 0 15319 SPYROS CATECHIS FUNDRAISING AND DEVELOPMENT OFFICER 40.00 X 151193 0 13899 STEPHENI ARDOIN TEACHER DEVELOPMENT SPECIALIST 40.00 X 143263 0 9175 EMILY FLORES PRINCIPAL SECONDARY 40.00 X 108565 0 9843 SPENCER LODREE PRINCIPAL SECONDARY 40.00 X 114416 0 9965 STACEY GARCIA PRINCIPAL SECONDARY 40.00 X 106960 0 9096 GRISELDA PAGE DIR. OUTREACH & COMMUNITY ENGAGEMENT 40.00 X 114133 0 0 1898448 0 143696 13 0 1 0 FOOD MASTERS 10610 A ROCKLEY ROAD HOUSTON TX 77099 CATERING SERVICES 1095897 1 4726910 12300 4739210 STATE EQUALIZATION 611710 24274778 24274778 TRS BENEFIT PROGRAM REVENUES 611710 1014164 1014164 EXTRACURRICULAR ACTIVITIES 611710 707473 707473 FOOD SERVICE 611710 1348 1348 25997763 54775 54775 30791748 25997763 0 54775 1416728 1133382 283346 14775523 11820418 2955105 1973070 1578456 394614 1610570 1288456 322114 222552 178042 44510 1995783 1596626 399157 85456 68365 17091 3569511 2855609 713902 115836 92669 23167 16481 13185 3296 131036 104829 26207 174967 139974 34993 SUPPLIES & MISC. 1852788 1575909 276879 MAINTENANCE & REPAIR 566277 453022 113255 EDUCATIONAL SVC. CTR. 342148 273718 68430 28848726 23172660 5676066 0 121502 2561223 4442427 3095892 3116544 4157501 4886 5310918 3975987 657136 1334931 4317900 4566391 12655509 15720824 809867 1256472 21072 520717 4536308 4712351 5367247 6489540 X 2536406 3665837 4751856 5565447 7288262 9231284 12655509 15720824 1943022 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4705749 3428605 1277144 605169 547382 57787 1334931 OPERATING LEASE RIGHT-OF-USE ASSETS 4566391 4566391 OPERATING LEASE PAYABLES 4712351 4712351 30791748 0 30791748 0 30791748 28848726 0 28848726 0 28848726 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. X 0 0 0 0 0 0 0 0 0 FELICIA ADAMS SUPERINTENDENT 235788 0 0 0 0 0 0 0 11887 0 247675 0 0 0 UYEN NGUYEN CHIEF ACADEMICS OFFICER 167384 0 0 0 0 0 0 0 11887 0 179271 0 0 0 CLAUDE COX CHIEF OF TALENT AND PD 159712 0 0 0 0 0 0 0 15826 0 175538 0 0 0 TRACEY EGAN CHIEF FINANCIAL OFFICER 159828 0 0 0 0 0 0 0 11887 0 171715 0 0 0 KERI FOVARGUE CHIEF OF STAFF OFFICER 156405 0 0 0 0 0 0 0 14507 0 170912 0 0 0 SPYROS CATECHIS FUNDRAISING AND DEVELOPMENT OFFICER 151193 0 0 0 0 0 0 0 13899 0 165092 0 0 0 MICHAEL LOVE CHIEF OF OPERATIONS 145747 0 0 0 0 0 0 0 15319 0 161066 0 0 0 STEPHENI ARDOIN TEACHER DEVELOPMENT SPECIALIST 143263 0 0 0 0 0 0 0 9175 0 152438 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, 2025 EDUCATIONAL LEADERSHIP INC D/B/A SOUTHWEST SCHOOLS IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).