Civic Intelligence

Individual Education Plan Academy Inc

990 • Fiscal year 2018 • EIN 81-4236838

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

1515 Michigan AveKissimmee, FL 34741

(407) 729-5974

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.10x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$10,920

No earlier filing loaded for comparison.

Net Assets

$9,853

No earlier filing loaded for comparison.

Liabilities

$1,067

No earlier filing loaded for comparison.

Revenue

$1,508,884

No earlier filing loaded for comparison.

Expenses

$1,499,031

No earlier filing loaded for comparison.

Net Income

$9,853

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2018: $10,920Liabilities 2018: $1,067Net Assets 2018: $9,8532018Assets 2019: $109,291Liabilities 2019: $1,067Net Assets 2019: $108,2242019Assets 2020: $1,008,036Liabilities 2020: $0Net Assets 2020: $1,008,0362020Assets 2021: $1,187,762Liabilities 2021: $0Net Assets 2021: $1,187,7622021Assets 2022: $5,569,257Liabilities 2022: $0Net Assets 2022: $5,569,2572022Assets 2023: $7,539,279Liabilities 2023: $35,313Net Assets 2023: $7,503,9662023Assets 2024: $19,490,498Liabilities 2024: $11,535,062Net Assets 2024: $7,955,4362024Assets 2025: $18,426,762Liabilities 2025: $9,276,601Net Assets 2025: $9,150,1612025

Highlighted filing

2018

Assets$10,920
Liabilities$1,067
Net Assets$9,853

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Revenue 2018: $1,508,884Expenses 2018: $1,499,031Net Income 2018: $9,8532018Revenue 2019: $1,799,442Expenses 2019: $1,701,071Net Income 2019: $98,3712019Revenue 2020: $2,396,370Expenses 2020: $1,480,187Net Income 2020: $916,1832020Revenue 2021: $1,400,880Expenses 2021: $847,818Net Income 2021: $553,0622021Revenue 2022: $16,453,075Expenses 2022: $12,071,580Net Income 2022: $4,381,4952022Revenue 2023: $17,566,177Expenses 2023: $15,631,468Net Income 2023: $1,934,7092023Revenue 2024: $19,700,140Expenses 2024: $17,646,858Net Income 2024: $2,053,2822024Revenue 2025: $23,862,483Expenses 2025: $22,667,758Net Income 2025: $1,194,7252025

Highlighted filing

2018

Revenue$1,508,884
Expenses$1,499,031
Net Income$9,853
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$1,508,884
Mission and Program Overview

Mission

EDUCATIONAL TUITION PLAN

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,067$10,920▲ $9,853
Total Assets$1,067$10,920▲ $9,853
Liabilities
Other Liabilities$1,067$1,067→ $0
Total Liabilities$1,067$1,067→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$9,853-
Total Net Assets Fund Balance$0$9,853▲ $9,853
Total Liabilities and Net Assets / Fund Balance$1,067$10,920▲ $9,853
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven WhiteacrePresident
Pete C BaldwinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,508,884
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,508,884
Change in Net Assets
$9,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,499,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,499,031--$1,499,031
Total Functional Expenses$1,499,031$0$0$1,499,031
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany - Ocp$1,067
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Individual Education Plan Academy I
EIN
81-4236838
Phone
4077295974
Address
1515 MICHIGAN AVE, KISSIMMEE, FL 34741

Signing Officer

Name
Steven Whiteacre
Title
President
Phone
4077295974
Signed
2019-11-05

Organization Details

Principal Officer
Steven Whiteacre
Formed
2016
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Peter J Freuler Jr Pa
Address
231 N JOHN YOUNG PKWY, KISSIMMEE, FL 34741-4983
Preparer
Abhishek R Gandhi
Phone
4078476600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

EDUCATIONAL TUITION

Form 990, Part IX, Line 11G

Tuition paid out 1,499,000 0 0 bank charges 31 0 0 total 1,499,031 0 0

Raw XML Appendix223 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATIONAL TUITION PLAN
IRS990/AllOtherContributionsAmt01508884
IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt01515 MICHIGAN AVE 6
IRS990/BooksInCareOfDetail/ForeignAddress/CityNm0KISSIMMEE
IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd0AF
IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd034744
IRS990/BooksInCareOfDetail/PersonNm0STEVEN WHITEACRE
IRS990/BooksInCareOfDetail/PhoneNum04077295974
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01067
IRS990/CashNonInterestBearingGrp/EOYAmt010920
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01508884
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01499031
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt09853
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01499031
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01508884
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FACILITY EQUIPED AND FACULTY HIRED
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01499031
IRS990/FeesForServicesOtherGrp/TotalAmt01499031
IRS990/ForeignActivitiesInd0false
IRS990/ForeignAddress/AddressLine1Txt01515 MICHIGAN AVE 6
IRS990/ForeignAddress/CityNm0KISSIMMEE
IRS990/ForeignAddress/CountryCd0AF
IRS990/ForeignAddress/ForeignPostalCd034744
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN WHITEACRE
IRS990/Form990PartVIISectionAGrp/PersonNm1PETE C BALDWIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01508884
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATIONAL TUITION PLAN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt09853
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt01067
IRS990/OtherLiabilitiesGrp/EOYAmt01067
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEVEN WHITEACRE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EDUCATIONAL TUITION
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01499031
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0611067
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0611067
IRS990/PYTotalExpensesAmt0611067
IRS990/PYTotalRevenueAmt0611067
IRS990/ReconcilationRevenueExpnssAmt09853
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01067
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY - OCP
IRS990ScheduleD/TotalLiabilityAmt01067
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL TUITION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TUITION PAID OUT 1,499,000 0 0 BANK CHARGES 31 0 0 TOTAL 1,499,031 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01067
IRS990/TotalAssetsEOYAmt010920
IRS990/TotalAssetsGrp/BOYAmt01067
IRS990/TotalAssetsGrp/EOYAmt010920
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01508884
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01499031
IRS990/TotalFunctionalExpensesGrp/TotalAmt01499031
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01067
IRS990/TotalLiabilitiesEOYAmt01067
IRS990/TotalLiabilitiesGrp/BOYAmt01067
IRS990/TotalLiabilitiesGrp/EOYAmt01067
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09853
IRS990/TotalOtherProgSrvcExpenseAmt01499031
IRS990/TotalProgramServiceExpensesAmt01499031
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01508884
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01067
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010920
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09853
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN WHITEACRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04077295974
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIVIDUAL EDUCATION PLAN ACADEMY I
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0814236838
ReturnHeader/Filer/PhoneNum04077295974
ReturnHeader/Filer/USAddress/AddressLine1Txt01515 MICHIGAN AVE
ReturnHeader/Filer/USAddress/CityNm0KISSIMMEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034741
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054642231BD85ED9371B2BAE3A6E452EBE5552100
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00EE56F1872A7E7059E4D83B4652AB1D9B969EAE3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.71.146.90
ReturnHeader/FilingSecurityInformation/IPDt02019-11-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:52:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205803247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER J FREULER JR PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 N JOHN YOUNG PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KISSIMMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0347414983
ReturnHeader/PreparerPersonGrp/PhoneNum04078476600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABHISHEK R GANDHI
ReturnHeader/ReturnTs02019-11-27T14:52:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings