Civic Intelligence

Innovation Montessori High School-

EIN 83-1529458 • 501(c)3 • Ocoee, FL

Profile

To operate a public charter in orange county, florida.

1644 N Lakewood AveOcoee, FL 34761

www.innovationmontessori.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

2.69x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.28x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

92nd percentile

66%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

60%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$168,333

Up $67,005 (+66%) from 2022

Liabilities

Up

$452,066

Up $296,514 (+191%) from 2022

Net Assets

Down

-$283,733

Down $229,509 (-423%) from 2022

Operations
Liabilities / Revenue72nd percentileNet Margin18th percentile

Revenue

Up

$1,598,657

Up $601,290 (+60%) from 2022

Expenses

Up

$1,828,166

Up $782,557 (+75%) from 2022

Net Income

Down

-$229,509

Down $181,267 (-376%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200K-$400KAssets 2017: $1Liabilities 2017: $02017Assets 2018: $4,627Liabilities 2018: $0Net Assets 2018: $4,6272018Assets 2019: $4,627Liabilities 2019: $02019Assets 2020: $183,864Liabilities 2020: $105,103Net Assets 2020: $78,7612020Assets 2021: $196,879Liabilities 2021: $202,861Net Assets 2021: -$5,9822021Assets 2022: $101,328Liabilities 2022: $155,552Net Assets 2022: -$54,2242022Assets 2023: $168,333Liabilities 2023: $452,066Net Assets 2023: -$283,7332023

Highlighted filing

2023

Assets$168,333
Liabilities$452,066
Net Assets-$283,733
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $157,828Expenses 2018: $153,201Net Income 2018: $4,6272018Revenue 2019: $157,828Expenses 2019: $153,201Net Income 2019: $4,6272019Revenue 2020: $632,360Expenses 2020: $558,226Net Income 2020: $74,1342020Revenue 2021: $765,543Expenses 2021: $850,286Net Income 2021: -$84,7432021Revenue 2022: $997,367Expenses 2022: $1,045,609Net Income 2022: -$48,2422022Revenue 2023: $1,598,657Expenses 2023: $1,828,166Net Income 2023: -$229,5092023

Highlighted filing

2023

Revenue$1,598,657
Expenses$1,828,166
Net Income-$229,509
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,333
Liabilities
$452,066
Net assets
-$283,733
Revenue
$1,598,657
Expenses
$1,828,166
Net income
-$229,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.45$0.28$1.60$1.83$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.16$0.05$1.00$1.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.01$0.77$0.85$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.11$0.08$0.63$0.56$0.07
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.16$0.15$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.15$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$1,598,657
Mission and Program Overview

Mission

To operate a public charter in orange county, florida.

To operate a public charter in orange county, florida

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$87,747$165,263▲ $77,516
Prepaid Expenses and Deferred Charges$1,483$3,070▲ $1,587
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-54,224$-283,733▼ $229,509
Total Assets$101,328$168,333▲ $67,005
Other Assets Total$12,098$0▼ $12,098
Liabilities
Other Liabilities$140,551$413,094▲ $272,543
Accounts Payable and Accrued Expenses$15,001$38,972▲ $23,971
Total Liabilities$155,552$452,066▲ $296,514
Net Assets / Fund Balance
Total Net Assets Fund Balance$-54,224$-283,733▼ $229,509
Total Liabilities and Net Assets / Fund Balance$101,328$168,333▲ $67,005

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$165,263$349,106-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Patrice ChericoExecutive DirectorFT$122,790$122,790

Board Members and Trustees

NameTitle
Brett CaseyPresident
Stacey WilliamsVice President
Aj StevensonBoard Member
Kevin StoneBoard Member
Kristin ChaseSecretary
Phillip GallinaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,674
Program Service Revenue
$1,315,384
Investment Income
$0
Other Revenue
$193,599
Change in Net Assets
$-229,509

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,598,657
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,598,657
Total Revenue per Form 990
$1,598,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,828,166
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
All Other Expenses$121,059$233-$121,292
Depreciation Depletion$118,677$871-$119,548
Other Expenses$144,567$65,619-$65,619
Total Functional Expenses$1,616,875$211,291$0$1,828,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,828,166
Total Expenses per Audited Statements$1,828,166
Total Expenses per Form 990$1,828,166
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Due to Related Party$413,094
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by an independent cpa firm and a draft is provided to the finance committee for review. The final 990 is provided to the board for approval.”

Form 990, Part VI, Section B, Line 12C

“At each board meeting,the agenda is notated to remind board members to recuse from voting on any item that may be a conflict of interest.”

Form 990, Part VI, Section B, Line 15B

“The principal's salary is approved annually by the board at a puplic meeting.”

Form 990, Part VI, Section C, Line 19

“Information is available through the school's website and/or upon request.”

Filing and Contact Details

Filer

Filer Name
Innovation Montessori High School-
EIN
83-1529458
Phone
4076542045
Address
1644 N LAKEWOOD AVE, OCOEE, FL 34761

Signing Officer

Name
Heather Clay
Title
Executive Director
Phone
4076542045
Signed
2023-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Clay
Formed
2016
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
200

Preparer

Firm
Schafer Tschopp Whitcomb Et Al
Address
541 S ORLANDO AVENUE SUITE 312, MAITLAND, FL 32751
Preparer
Thomas R Tschopp
Phone
4078752760
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINAL 990 IS PROVIDED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD MEETING,THE AGENDA IS NOTATED TO REMIND BOARD MEMBERS TO RECUSE FROM VOTING ON ANY ITEM THAT MAY BE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRINCIPAL'S SALARY IS APPROVED ANNUALLY BY THE BOARD AT A PUPLIC MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION IS AVAILABLE THROUGH THE SCHOOL'S WEBSITE AND/OR UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INNOVATION MONTESORRI FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0900658753
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1833050953
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SECONDARY EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDING EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01644 N LAKEWOOD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11644 N LAKEWOOD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OCOEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OCOEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd034761
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0101328
IRS990/TotalAssetsEOYAmt0168333
IRS990/TotalAssetsGrp/BOYAmt0101328
IRS990/TotalAssetsGrp/EOYAmt0168333
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt089674
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0211291
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01616875
IRS990/TotalFunctionalExpensesGrp/TotalAmt01828166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0155552
IRS990/TotalLiabilitiesEOYAmt0452066
IRS990/TotalLiabilitiesGrp/BOYAmt0155552
IRS990/TotalLiabilitiesGrp/EOYAmt0452066
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-54224
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-283733
IRS990/TotalOtherCompensationAmt0122790
IRS990/TotalProgramServiceExpensesAmt01616875
IRS990/TotalProgramServiceRevenueAmt01315384
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01508983
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01598657
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101328
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0168333
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01644 N LAKEWOOD AVE
IRS990/USAddress/CityNm0OCOEE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034761
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.INNOVATIONMONTESSORI.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER CLAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04076542045
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INNOVATION MONTESSORI HIGH SCHOOL-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OCOEE INC
ReturnHeader/Filer/BusinessNameControlTxt0INNO
ReturnHeader/Filer/EIN0831529458
ReturnHeader/Filer/PhoneNum04076542045
ReturnHeader/Filer/USAddress/AddressLine1Txt01644 N LAKEWOOD AVE
ReturnHeader/Filer/USAddress/CityNm0OCOEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261472386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAFER TSCHOPP WHITCOMB ET AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0541 S ORLANDO AVENUE SUITE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032751
ReturnHeader/PreparerPersonGrp/PhoneNum04078752760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R TSCHOPP
ReturnHeader/ReturnTs02023-11-16T12:04:09-06:00
ReturnHeader/ReturnTypeCd0990

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