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Innovations Educational Services INC FY2020 filing

Tax-deductible

Leesburg, FL501(c)(3)Since 2010Education EIN 27-2517148Revenue $2.0M in FY2020

On file with the IRSimscharter.org35534 Calla CT, 34788-2323 · Leesburg, FLTax-exempt since Dec 2010School — 170(b)(1)(A)(ii)

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To foster a community of student learners who are focused on developing the necessary inner resources, responsibilty & personal commitment for academic, social & personal change.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$175K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $106K a year · 5% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$175K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$24K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$1.9M
To programs
79%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$2.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.0M
FY2021$2.2M
FY2022$2.0M
FY2023$2.1M
FY2024$2.4M
FY2025$1.9M
Expenses
$1.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.9M
FY2021$1.9M
FY2022$2.3M
FY2023$2.1M
FY2024$2.2M
FY2025$1.7M
Net assets
$1.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.7M
FY2022$1.4M
FY2023$1.4M
FY2024$1.7M
FY2025$1.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.5M Management & general 21% · $411K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $175K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$174,831Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
John W Comer
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Edward Lacey
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Patricia Lightner’s $186K as President is at the 79th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Patricia Lightner$185,766$196,104$217,767$198,892$180,877$174,831

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports middle school youth with personalized learning and meals in a safe charter school setting.

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Provided by the organization

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3 programs · $1.5M · in their own filed words · FY2019
01

The exempt purpose of the organization is to operate a non-profit charter school with a unique education plan. The educational program is designed for students in grades 6-9 who have been unsuccessful, in danger of failing, have failed, been retained or are over-aged in middle school.

$1.4Mprogram expense
02

Accomplishments of the Youth Food Program

The national school lunch program (NSLP) is a federally assisted meal program for public schools and non profit entities. The community eligibility provision (cep) is a provision from the healthy, hunger-free kids act of 2010 that allows schools and local educational agencies (leas) with high poverty rates to provide free breakfast and…

$67Kprogram expense
03

Youth action project-wellness policy initiative intended to support youth- related projects, fitness and overall wellness activities for local at-risk youth. This initiative includes a plan for increasing sports activity, exercise, nutritional awareness and availability to these and other healthy PROGRAMS/RESOURCES to the students and…

$26Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.8M
Gifts and grantsLn 1h$227K
Investment incomeLn 3$52
Money outPt IX
$1.9M
Ln 25
Programscol B$1.5M
Managementcol C$411K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$1.4M
LiabilitiesLn 26$24K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$227K
Government grantsLn 1e$227K
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$52
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$1.3M
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$70K
Total assetsLn 16$1.4M
LiabilitiesLn 26$24K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.1M$1.3M
Land, buildings, equipmentLn 10c$47K$70K
Total assetsLn 16$1.2M$1.4M
LiabilitiesLn 26$15K$24K
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$175K$175K
Other salaries and wagesLn 7$839K$839K
Other employee benefitsLn 9$29K$29K
Payroll taxesLn 10$4K$4K
Accounting feesLn 11c$46K$46K
Other fees for servicesLn 11g$8K$8K
Office expensesLn 13$1K$1K$10
OccupancyLn 16$5K$5K
TravelLn 17$1K$3$1K
Depreciation, depletion and amortizationLn 22$18K$16K$2K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$671K$497K$174K
All other expensesLn 24e$106K$102K$4K
Total functional expensesLn 25$1.9M$1.5M$411K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.9M$1.7M$175K$1.8M 990 PDF
FY2024 $2.4M$2.2M$252K$1.7M 990 PDF
FY2023 $2.1M$2.1M$6K$1.4M 990 PDF
FY2022 $2.0M$2.3M−$247K$1.4M 990 PDF
FY2021 $2.2M$1.9M$317K$1.7M 990 PDF
FY2020 Viewing $2.0M$1.9M$135K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,045,088 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $178,395$227,491
I-9 Program service revenuePrior year $1,582,367$1,817,545
I-10 Investment incomePrior year $366$52
I-11 Other revenue$0
I-12 Total revenuePrior year $1,761,128$2,045,088
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $851,693$1,046,760
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $819,199$863,646
I-18 Total expensesPrior year $1,670,892$1,910,406
I-19 Revenue less expensesPrior year $90,236$134,682
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,045,088 across 5 lines filed
VIII-1e Government grants$227,491
VIII-1h Total contributions, gifts and grants$227,491
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,817,545$1,817,545
VIII-3 Investment incomeRelated to mission $52$52
VIII-12 Total revenueRelated to mission $1,817,597$2,045,088
Part IX · Statement of functional expenses $1,910,406 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $174,831$174,831
IX-7 Other salaries and wagesPrograms $838,895$838,895
IX-9 Other employee benefitsPrograms $28,618$28,618
IX-10 Payroll taxesPrograms $4,416$4,416
IX-11c Accounting feesManagement $46,417$46,417
IX-11g Other fees for servicesManagement $8,065$8,065
IX-13 Office expensesPrograms $1,151 · Management $10$1,161
IX-16 OccupancyPrograms $5,116$5,116
IX-17 TravelPrograms $3 · Management $1,181$1,184
IX-22 Depreciation, depletion and amortizationPrograms $16,323 · Management $2,157$18,480
IX-23 InsurancePrograms $6,264$6,264
IX-24 Other expenses (24a–d)Programs $496,883 · Management $174,344$671,227
IX-24e All other expensesPrograms $102,058 · Management $3,674$105,732
IX-25 Total functional expensesPrograms $1,499,727 · Management $410,679 · Fundraising $0$1,910,406
Part X · Balance sheet $1,360,978 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $1,131,651$1,278,710
X-3 Pledges and grants receivable$4,201
X-9 Prepaid expenses and deferred chargesStart of year $8,051$8,051
X-10c Land, buildings and equipment, netStart of year $47,433$70,016
X-16 Total assetsStart of year $1,216,697$1,360,978
X-17 Accounts payable and accrued expensesStart of year $14,635$15,714
X-24 Unsecured notes and loans payable$8,520
X-26 Total liabilitiesStart of year $14,635$24,234
X-27 Net assets without donor restrictionsStart of year $1,202,062$1,336,744
X-32 Total net assets or fund balancesStart of year $1,202,062$1,336,744
X-33 Total liabilities and net assetsStart of year $1,216,697$1,360,978
Part XI · Reconciliation of net assets $1,336,744 net assets at year end
XI-1 Total revenue$2,045,088
XI-2 Total expenses$1,910,406
XI-3 Revenue less expenses$134,682
XI-4 Net assets at start of year$1,202,062
XI-10 Net assets at end of year$1,336,744

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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