2021-05-05T14:07:32-05:00 2020-06-30 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2019-07-01 463897845 AUP AUP 7139557587 2410 HAMILTON STREET HOUSTON TX 77004 PAUL DAVID CASTRO SUPERINTENDENT 7139557587 2021-01-29 1 RANDY L WALKER CPA P00963779 2103669430 2019 2022-09-23 18:48:47Z PAUL DAVID CASTRO 2410 HAMILTON STREET HOUSTON TX 77004 1779503 0 X APLUSUP.ORG X 2013 TX A+UP OPERATES CHARTER SCHOOLS SERVING 6TH-8TH GRADE STUDENTS IN THE HOUSTON AREA. WE GROW STUDENTS INTO SCHOLARS. STUDENTS KNOW ANSWERS, SCHOLARS ASK QUESTIONS. OUR SCHOLARS DEDICATE THEMSELVES TO A LIFELONG PURSUIT OF LEARNING AND PERSONAL GROWTH. 7 7 33 70 0 0 1925285 391613 0 1387890 0 0 0 0 1925285 1779503 0 0 0 0 991806 908761 0 0 0 996570 902222 1988376 1810983 -63091 -31480 898573 904923 29292 67122 869281 837801 THROUGH THE POWER OF RELATIONSHIPS AND PERSONALIZED LEARNING, A+UP SPARKS A PASSION FOR SELF-IMPROVEMENT IN THE STUDENTS WE SERVE. OUR GOAL IS TO COACH EACH SCHOLAR TO REALIZE THEIR UNLIMITED POTENTIAL AND TAKE OWNERSHIP OF THEIR SUCCESS. 0 0 1560399 1387890 A+UP (DBA A+ UNLIMITED POTENTIAL CHARTER SCHOOL) OPERATES A TEXAS OPEN-ENROLLMENT CHARTER SCHOOL PURSUANT TO CHAPTER 12 OF THE TEXAS EDUCATION CODE UNDER STATE CHARTER 101871. THE SCHOOL HAS TWO CAMPUSES IN HOUSTON, TEXAS, WHICH SERVE APPROXIMATELY 136 STUDENTS FROM 6THTO 8TH GRADES FOR THE 2019-2020 SCHOOL YEAR. THE SCHOOL IS SUPPORTED BY STATE AND FEDERAL GRANTS PROVIDED BY THE TEXAS EDUCATION AGENCY AND BY PRIVATE CONTRIBUTIONS. 1560399 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 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 20 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TERRIE ROBERTS 7139557587 2410 HAMILTON STREET HOUSTON TX 77004 MARY LEE WEBECK DIRECTOR 0.50 X 0 0 0 WOGBE OFORI DIRECTOR 0.50 X 0 0 0 STEPHEN AMANTE DIRECTOR 0.50 X 0 0 0 JESS ARNOLD DIRECTOR 0.50 X 0 0 0 DR ANNE MCCLELLAN BOARD PRESIDENT 1.00 X X 0 0 0 TOM ELSENBROOK BOARD TREASURER 0.50 X X 0 0 0 ALEJANDRO MORUA BOARD SECRETARY 0.50 X X 0 0 0 PAUL CASTRO SUPERINTENDENT 60.00 X 150000 0 6544 KATHERINE SMITH CAO 40.00 X 117000 0 0 267000 0 6544 2 0 1 0 0 391323 290 391613 STATE EQUALIZATION 611710 1384545 1384545 OTHER LOCAL REVENUE 611710 3345 3345 1387890 1779503 1387890 0 0 234332 203469 30863 592092 514662 77430 48818 40826 7992 20802 17396 3406 12717 11163 1554 146779 114066 32713 30400 22357 8043 295760 247969 47791 1404 1404 2068 2068 10225 8180 2045 CONTRACT LABOR/ED SVC C 191646 167379 24267 INSTRUCT/MATERIALS/SUPP 150054 140995 9059 MAINTENANCE AND REPAIR 50088 46071 4017 EQUIPMENT 23798 23798 0 1810983 1560399 250584 0 513456 649708 295262 175828 0 26087 6205 5515 2758 690 87097 52610 898573 904923 29292 67122 29292 67122 X 497089 425335 372192 412466 869281 837801 898573 904923 -31480 0 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6205 5515 690 690 OTHER ASSETS 52610 52610 SCHEDULE D, PARTS XI AND XII IN FEBRUARY 2020, THE TEXAS EDUCATION AGENCY (TEA) APPROVED A CHANGE IN THE SCHOOL'S FISCAL YEAR-END FROM JUNE 30 TO AUGUST 31 EFFECTIVE WITH THE 2020 FISCAL YEAR. THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT AND COMPRISE THE ACTIVITY FOR THE PERIOD OF FOURTEEN MONTHS FROM JULY 1, 2019 - AUGUST 31, 2020. THE 2019 FORM 990 WILL PRESENT THE ACTIVITY FROM JULY 1, 2019 - JUNE 30, 2020. THE 2020 SHORT PERIOD FORM 990 WILL PRESENT THE ACTIVITY FROM JULY 1, 2020 - AUGUST 31, 2020. 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-DISCRIMINATORY POLICY IS DISCLOSED IN THE DETAILS OF THE ON-LINE APPLICATION PROCESS TEXAS CHARTER SCHOOLS ARE OPEN-ENROLLMENT SCHOOLS OF CHOICE. ALL STUDENTS ARE FREE TO APPLY. CHARTER SCHOOLS DO NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, ETHNICITY, RELIGION, GENDER IDENTITY, SEXUAL ORIENTATION, MENTAL OR PHYSICAL DISABILITY, AGE, ANCESTRY, HOMELESSNESS, SPECIAL NEEDS, ENGLISH LANGUAGE PROFICIENCY OR FOREIGN LANGUAGE PROFICIENCY, ATHLETIC ABILITY OR PRIOR ACADEMIC ACHIEVEMENT. SCHEDULE E, PART I, LINE 6 A+UP RECEIVES GOVERNMENTAL ASSISTANCE FROM BOTH STATE AND FEDERAL SOURCES. 0 0 0 0 0 0 0 0 0 PAUL CASTRO SUPERINTENDENT 150000 0 0 0 0 0 0 0 6544 0 156544 0 0 0 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION A+UP D/B/A A+ UNLIMITED POTENTIAL CHARTER SCHOOL 2410 HAMILTON STREET HOUSTON, TX 77004 EMPLOYER IDENTIFICATION NUMBER: 46-3897845 FOR THE FISCAL YEAR ENDING JUNE 30, 2020 A+UP D/B/A A+ UNLIMITED POTENTIAL CHARTER SCHOOL IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING AMENDMENTS WERE MADE TO THE BYLAWS: - CHANGED THE TERM "TRUSTEE" TO "DIRECTOR" THROUGHOUT THE BYLAWS - ADDED DISSOLUTION AND DISTRIBUTION OF ASSETS VERBIAGE - ADDED NONDISCRIMINATION STATEMENT - CHANGED PLACE OF BUSINESS - ADDED THE TERM OF A DIRECTOR TO BEGIN ON JULY 1 - DELETED THE REQUIREMENT THAT 3 DIRECTORS ARE ON THE BOARD OF CHALLENGE - ADDED INSIDER DEALING - ADDED FUNDAMENTAL ACTIONS THAT REQUIRE MAJORITY VOTE OF EXISTING DIRECTORS - ADDED NOTICE, ORDER OF BUSINESS AND CONDUCT OF MEETINGS - DELETED PROHIBITION ON STANDING COMMITTEES - ADDED THAT THE BOARD MAY DESIGNATE STANDINGS COMMITTEES - ADDED THAT EACH COMMITTEE SHALL BE LED BY A CHAIRPERSON APPOINTED BY THE PRESIDENT AND SHALL BE COMPRISED OF DIRECTORS DESIGNATED BY THE BOARD - DELETED REQUIREMENT THAT COMMITTEES MAINTAIN MINUTES OF ACTIONS - CHANGE OF FISCAL YEAR FROM JUNE 30 TO AUGUST 31 TO CONFORM TO DISTRICT PRACTICE - ADDED ANNUAL REPORT REQUIREMENT FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY STAFF AND 3RD PARTY BOOKKEEPER JR3 WEBSMART, LLC AND THEN BY THE BOARD EXECUTIVE COMMITTEE BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONNAIRE [FORM CIQ] IS COMPLETED BY ALL OFFICERS, DIRECTORS AND TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE SUPERINTENDENT IS DETERMINED, AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C MANAGEMENT AND THE FINANCE TEAM WORK CLOSELY WITH THE AUDITOR THROUGHOUT THE PROCESS TO PROVIDE DOCUMENTATION AND GUIDANCE. AFTER THE DRAFT IS PROVIDED, MANAGEMENT AND FINANCE REVIEW THE DOCUMENT AND ADDRESS ANY DISCREPANCIES. 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. FORM 990, PART XII, LINE 2B AND 2C IN FEBRUARY 2020, THE TEXAS EDUCATION AGENCY (TEA) APPROVED A CHANGE IN THE SCHOOL'S FISCAL YEAR-END FROM JUNE 30 TO AUGUST 31 EFFECTIVE WITH THE 2020 FISCAL YEAR. THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT AND COMPRISE THE ACTIVITY FOR THE PERIOD OF FOURTEEN MONTHS FROM JULY 1, 2019 - AUGUST 31, 2020. THE 2019 FORM 990 WILL PRESENT THE ACTIVITY FROM JULY 1, 2019 - JUNE 30, 2020. THE 2020 SHORT PERIOD FORM 990 WILL PRESENT THE ACTIVITY FROM JULY 1, 2020 - AUGUST 31, 2020.