2022-07-01T06:52:50-07:00 2021-08-31 752593210 Sutton Frost Cary LLP 600 Six Flags Dr Suite 600 Arlington TX 76011 990 2020-09-01 742892246 SCHOOL OF EXCELLENCE IN EDUCATION DBA LEGACY TRADITIONAL SCHOOLS-TEXAS SCHO 2104319881 1826 BASSE RD SAN ANTONIO TX 78213 PATRICK BRITTON President 2022-07-01 true PATRICK BRITTON 999009999 Carroll Elizabeth Arnott P01965628 8176498083 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z PATRICK BRITTON 1826 BASSE RD SAN ANTONIO TX 78213 7205477 false X texas.legacytraditional.org X 1997 TX PROVIDE A LEARNING CULTURE WHERE ALL STUDENTS THRIVE AND EXCEL THROUGH INNOVATIVE AND ADAPTIVE 21ST-CENTURY SKILLS, USING RESEARCH-BASED, DATA DRIVEN METHODS. 5 5 118 19 0 5942535 7177187 237059 27952 9732 338 950806 0 7140132 7205477 0 0 3831184 3500024 0 41806 3427413 3441003 7258597 6941027 -118465 264450 10627273 13458498 8226795 10793570 2400478 2664928 PROVIDE A LEARNING CULTURE WHERE ALL STUDENTS THRIVE AND EXCEL THROUGH INNOVATIVE AND ADAPTIVE 21ST-CENTURY SKILLS, USING RESEARCH-BASED, DATA DRIVEN METHODS. false false 5379996 27952 PROVIDE AN EDUCATION TO OVER 350 YOUTHS AT THE ELEMENTARY, MIDDLE SCHOOL, AND HIGH SCHOOL LEVEL BY OPERATING AN OPEN ENROLLMENT CHARTER SCHOOL. 5379996 true true false false false false false false false false true false false true true true true false true false false false false false false false false false false false true false false false false false false false false false false true false false false false true false false false true 21 0 true 118 true false false false false false false false 0 false false false false false false false X 5 5 false true false false false false false true false false false true true true true true true true true false X VERTEX EDUCATION 4802705438 3125 s gilbert rd CHANDLER AZ 85286 SHEILDA MADKINS-THRU 421 SUPERINTENDENT 50.00 0.00 X 85000 0 3972 KARL E KNOX-THRU 721 DIR. OF FINANCE 45.00 0.00 X 80748 0 4320 RAY TIJERINA Director 1.00 0.00 X 0 0 0 NORA WALSH Director 1.00 0.00 X 0 0 0 PATRICK BRITTON President 1.00 0.00 X X 0 0 0 DR YASAN GOODING Vice President 1.00 0.00 X X 0 0 0 SUSAN HOUSER Secretary 1.00 0.00 X X 0 0 0 MYEISHA HAYWOOD-FROM 421 SUPERINTENDENT 50.00 0.00 X 0 0 0 165748 8292 0 false false false PATRICIAS CLEANING SERVICES LLC 227 ASHLAND DRIVE SAN ANTONIO TX 76218 JANITORIAL SERVICES 112275 VERTEX EDUCATION LLC 3125 S GILBERT RD CHANDLER AZ 85286 EDUCATION MANAGEMENT 334451 2 5927187 1250000 28764 7177187 AFTER SCHOOL CARE 611710 19234 19234 CAMPUS ACTIVITIES 611710 4568 4568 FOOD SERVICE ACTIVITY 611710 4150 4150 27952 338 338 0 0 0 0 0 0 0 0 7205477 27952 338 X 0 0 0 0 179492 134619 44873 0 2948261 2030810 917451 125238 95517 29721 195897 159800 36097 51136 35087 16049 334451 175543 158908 39410 39410 80460 80460 0 0 0 897279 855473 41806 0 0 0 0 491446 488918 2528 4338 288 4050 0 0 494308 494308 0 459606 442830 16776 127933 127933 SUPPLIES & MATERIALS 316031 195842 120189 FOOD 123041 123041 MISCELLANEOUS 72700 19987 52713 0 6941027 5379996 1519225 41806 1469965 1671983 527571 2597293 415601 645843 1500 0 0 0 0 9794 9794 91273 64838 15333138 7677053 8111569 7656085 0 0 0 0 812662 10627273 13458498 651623 1448091 2868300 6758528 6468294 775200 41444 8885 8226795 10793570 X 2161804 2414928 238674 250000 2400478 2664928 10627273 13458498 264450 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1349553 1349553 10046185 4306588 5739597 3465614 2956718 508896 471786 413747 58039 7656085 CONSTRUCTION IN PROGRESS 812662 812662 FUNDS HELD FOR OTHERS 8885 8885 X 7205477 7205477 7205477 6941027 6941027 6941027 Part X : FIN48 Footnote The School is exempt from federal income taxes under Section 501(c)(3) of the IRC and has not been classified as a private foundation as defined in the IRC. Income generated from activities unrelated to the Schools exempt purposes is subject to tax under IRC Section 511. The School had no unrelated business income for the year ended August 31, 2021. Accordingly, no provision has been made for federal income tax.GAAP requires the evaluation of tax positions taken in the course of preparing the Schools tax returns and recognition of a tax liability (or asset) if the School has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the School, and has concluded that as of August 31, 2021, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. true true true true true true true false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized The student handbook available on the school website describes the school's nondiscriminatory policy. In addition, the FAQ's under the Enroll Now page also describes this policy. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency RECEIVES GRANT MONEY TO PROVIDE AN EDUCATION TO STUDENTS AT THE ELEMENTARY, MIDDLE SCHOOL, AND HIGH SCHOOL LEVEL. A TEXAS PUBLIC FINANCE AUTH 562491403 88276PAA4 2004-12-01 8775000 CONSTR/AQUIS OF EDUC FAC. false false false A 2100000 8775000 733000 306151 236900 7498949 2006 false false true true A false false false false false false true A false true false false false false Part VI On December 1, 2004, the Texas Public Finance Authority Charter School Finance Corporation issued $8,775,000 of School of Excellence in Education Project Charter School Tax-Exempt Revenue Bonds, Series 2004-A. In accordance with the bond official statement, the bonds are secured by a deed of trust on the Schools Basse and Oblate Campus properties for which bond proceeds were used to finance the purchase, improvement, and furnishing of these properties. X 1 28764 fmv false false false Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company The school board hired Vertex Education as their CHARTER MANAGEMENT ORGANIZATION to manage operations, finance, and academic performance in partnership with the Superintendent. All purchasing and performance matters are managed under the direction of the Superintendent, who reports directly to the school board. Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings THE BOARD OF DIRECTORS (THE GOVERNING BODY) DID NOT HAVE ANY COMMITTEES THAT ACTED ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is reviewed by the school's financial leadership and is emailed to each of the Organization's governing board members for review prior to being filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts POLICY ENFORCEMENT AND MONITORING IS THROUGH WRITTEN DISCLOSURE AND ANNUAL AUDIT QUESTIONAIRE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management SCHOOL OF EXCELLENCE DBA LEGACY TRADITIONAL SCHOOLS-TEXAS FOLLOWS GUIDELINES AS SET OUT BY THE TASBO (TEXAS ASSOCIATION OF SCHOOL BUSINESS OFFICIALS) AND TASA (TEXAS ASSOCIATION OF SCHOOL ADMINISTRATORS). Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees SCHOOL OF EXCELLENCE DBA LEGACY TRADITIONAL SCHOOLS-TEXAS FOLLOWS GUIDELINES AS SET OUT BY THE TASBO (TEXAS ASSOCIATION OF SCHOOL BUSINESS OFFICIALS) AND TASA (TEXAS ASSOCIATION OF SCHOOL ADMINISTRATORS). Form 990, Part VI, Line 19: Other Organization Documents Publicly Available AVAILABLE UPON REQUEST. THE SCHOOL OF EXCELLENCE EDUC FND 1886 BASSE RD SAN ANTONIO TX 78213 450892107 FUNDRAISING TX 501(C)(3) 7 N/A false false false false false false false false false false false false false false true false false false false false