2025-04-07T09:13:14-05:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2023-07-01 463636238 INNOVATEEDU INC INNO 3475938369 PO BOX 25796 BROOKLYN NY 11202 ERIN MOTE EXECUTIVE DIRECTOR 3475938369 2025-04-07 1 1 SACHA RICHARDS P01378509 2017129800 2025-04-06 2023 2025-03-06 01:10:19Z ERIN MOTE PO BOX 25796 BROOKLYN NY 11202 3113100 0 X WWW.INNOVATEEDUNYC.ORG X 2013 NY INNOVATEEDU CATALYZES EDUCATION TRANSFORMATION BY BRIDGING GAPS IN DATA, POLICY, PRACTICE, AND RESEARCH TO CENTER THE NEEDS OF THE FIELD IN ACCELERATING INNOVATION TOWARDS AN EQUITABLE, INCLUSIVE AND RADICALLY DIFFERENT FUTURE FOR ALL LEARNERS. 6 6 68 7 0 0 3538722 2701988 1320624 408730 41 63 2869 2319 4862256 3113100 0 0 0 0 2826764 2627534 0 0 44908 1383968 1617244 4210732 4244778 651524 -1131678 5927124 4628746 449928 283228 5477196 4345518 X INNOVATEEDU CATALYZES EDUCATION TRANSFORMATION BY BRIDGING GAPS IN DATA, POLICY, PRACTICE, AND RESEARCH TO CENTER THE NEEDS OF THE FIELD IN ACCELERATING INNOVATION TOWARDS AN EQUITABLE, INCLUSIVE AND RADICALLY DIFFERENT FUTURE FOR ALL LEARNERS. 0 1 1308848 0 0 BRINGING TOGETHER STAKEHOLDERS IN THE FIELD OF EDUCATION TO SOLVE SHARED CHALLENGES INCLUDING AROUND STAFFING, TECHNOLOGY, AND SUPPORTING STUDENTS WITH DISABILITIES: INNOVATEEDU LEADS COALITIONS THAT BRING TOGETHER A RANGE OF STAKEHOLDERS IN THE FIELD OF EDUCATION TO SOLVE CHALLENGES - SUCH AS STAFFING IN SCHOOLS, REMOTE LEARNING, TECHNOLOGY, AND EDUCATING STUDENTS WITH DISABILITIES THROUGH EVENTS, RESOURCE DEVELOPMENT AND COMMUNITY BUILDING. 826573 0 408730 DEVELOPMENT OF DIGITAL TOOLS TO SUPPORT SCHOOLS, TEACHERS, AND STUDENTS:INNOVATEEDU DEVELOPS ONLINE TOOLS TO HELP SCHOOLS, TEACHERS, AND STUDENTS BETTER VISUALIZE THEIR DATA AND USE DATA TO INFORM DECISIONS ABOUT INSTRUCTION AND SCHOOL OPERATIONS. 555545 0 0 AFTER SCHOOL PROGRAM FOR MIDDLE SCHOOL STUDENTS:INNOVATEEDU OPERATES AN AFTERSCHOOL PROGRAM FOR MIDDLE SCHOOL STUDENTS WITH ACTIVITIES INCLUDING ARTS, ATHLETICS, STEM, AND LEADERSHIP DEVELOPMENT. 888764 0 0 WORK ON DATA INTEROPERABILITY IN K-12 EDUCATION:INNOVATEEDU LEADS A NATIONWIDE EFFORT TO IMPROVE DATA INTEROPERABILITY IN K-12 EDUCATION; CONVENES SCHOOL-BASED PRACTITIONERS WORKING SOLVE CHALLENGES AND RECEIVE PROFESSIONAL DEVELOPMENT RELATED TO DATA IN EDUCATION; AND PROVIDES TECHNICAL ASSISTANCE TO SCHOOLS/DISTRICTS.EXPENSES $ 515,278. INCLUDING GRANTS OF $ 0. REVENUE $ 0.IMPROVING RESEARCH AND DEVELOPMENT INFRASTRUCTURE IN EDUCATION:INNOVATEEDU WORKS TO BRING STAKEHOLDERS IN EDUCATION TOGETHER TO SOLVE SHARED CHALLENGES RELATED TO DATA AND IMPROVING RESEARCH AND DEVELOPMENT INFRASTRUCTURE IN K-12 EDUCATION.EXPENSES $ 249,394. INCLUDING GRANTS OF $ 0. REVENUE $ 0.BUILD AND DEVELOP AN ECOSYSTEM THAT REFLECTS THE BEST PRACTICES FOR AI USE IN EDUCATION:IINNOVATEEDU LEADS AN UNCOMMON ALLIANCE COMMITTED TO LEVERAGE AI TO CREATE BETTER STUDENT OUTCOMES, SAVE TIME FOR TEACHERS, AND INCREASE EFFICIENCIES FOR STAKEHOLDERS.EXPENSES $ 124,093. INCLUDING GRANTS OF $ 0. REVENUE $ 0. 888764 0 0 3579730 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 16 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X X ERIN MOTE 3475938369 PO BOX 25796 BROOKLYN NY 11202 STEVEN HODAS CHAIR 1.00 X X 0 0 0 KATRINA STEVENS TREASURER 1.00 X X 0 0 0 ELYSE BURDEN DIRECTOR 1.00 X 0 0 0 WINSTON DALEY DIRECTOR 1.00 X 0 0 0 HELAYNE JONES DIRECTOR THRU 03/18/24 1.00 X 0 0 0 VICTOR PEREIRA JR DIRECTOR 1.00 X 0 0 0 JAMIE O' TOOLE DIRECTOR 1.00 X 0 0 0 ERIN MOTE - EX-OFFICIO BOARD MEMBER / EXECUTIVE DIRECTOR 45.00 X 242626 0 69428 MINDY FRISBEE MANAGING DIR, RESEARCH & STRATEGY 45.00 X 109971 0 11660 CATHERINE COCHRAN MANAGING DIR., NPSS SUPP. HUB 45.00 X 126974 0 13960 CHRISTINE TOMASIK CHIEF OF STAFF 45.00 X 143413 0 28598 622984 0 123646 4 0 1 0 WHITEBOARD ADVISORS LLC 4005 WISCONSIN AVENUE NW BOX 9535 WASHINGTON DC 20016 MARKETING/CONSULTING SERVICES 108000 1 611562 2090426 25000 2701988 LANDING ZONE REVEUNE 611710 408730 408730 408730 63 63 OTHER INCOME 900099 2319 2319 2319 3113100 408730 0 2382 X 312054 241334 45763 24957 1972208 1720562 249592 2054 28362 25242 2836 284 136163 121185 13616 1362 178747 159085 17875 1787 3108 3108 30250 30250 707186 585380 115228 6578 38898 34619 3890 389 102524 32614 69282 628 240792 216866 21751 2175 19738 17600 1944 194 290824 258834 29082 2908 45393 40400 4539 454 16680 14846 1668 166 40166 35714 4047 405 FOOD 81685 75449 5669 567 4244778 3579730 620140 44908 4760802 3511154 500393 750456 385834 326785 243018 14499 1714 1116 113619 91043 35363 22576 0 2160 5927124 4628746 344140 251776 105788 31452 449928 283228 X 2484750 2630933 2992446 1714585 5477196 4345518 5927124 4628746 -1131678 0 X 0 1 X 0 0 X 3379601 2217822 4924848 3538722 2701988 16762981 3379601 2217822 4924848 3538722 2701988 16762981 8394999 8367982 113 29 29 41 63 275 10275 4561 2869 2319 20024 16783280 3717937 0.49860 0.46580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 4,030. 2021 AMOUNT: $ 4,561. 2022 AMOUNT: $ 2,869. 2023 AMOUNT: $ 2,319. REFUNDS - 2019 AMOUNT: $ 6,245. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79992 70602 9390 33627 20441 13186 22576 X 6115022 3001922 3001922 3113100 0 3113100 7246700 3001922 3001922 4244778 0 4244778 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE YEARS PRIOR TO JUNE 30, 2021. X X 0 0 0 0 0 0 0 0 0 ERIN MOTE - EX-OFFICIO BOARD MEMBER / EXECUTIVE DIRECTOR 242626 0 0 0 0 0 12689 0 56739 0 312054 0 0 0 CHRISTINE TOMASIK CHIEF OF STAFF 143413 0 0 0 0 0 7500 0 21098 0 172011 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED CONDUCTING ITS URBAN EDUCATION FELLOWSHIP PROGRAM ON 6/30/23. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES IN PLACE IN FISCAL YEAR 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR. A COMPLETE COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW, AND ANY ISSUES ARE DOCUMENTED AND ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SHARES ITS CONFLICT OF INTEREST POLICY WITH BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES THROUGH REGULAR MEETINGS. ALL SUCH COVERED PERSONS ARE EXPECTED TO DECLARE IF AT ANY POINT A CONFLICT OF INTEREST ARISES AND ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. IF A POTENTIAL CONFLICT ARISES, THE INTERESTED PERSON MUST RECUSE THEMSELVES FROM ANY RELATED BOARD DISCUSSION AND ABSTAIN FROM VOTING ON THE POTENTIAL CONFLICT. DELIBERATION AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A FOR ALL EMPLOYEES, WE USE A THIRD PARTY SALARY CALCULATOR BASED ON WORK EXPERIENCE AND VARIOUS FACTORS TO DETERMINE THE SALARY AND ELIMINATE ANY SUBJECTIVITY. IF THE EMPLOYEE IS A CURRENT EMPLOYEE, THE NEXT YEAR'S SALARY WILL BE DETERMINED ON PERFORMANCE BASED REVIEWS. THE STANDARD RAISE IS ANYWHERE BETWEEN 3% AND 5%. THIS IS STANDARD OPERATING PROCEDURE AND IT HAPPENS EVERY YEAR. THIS PROCESS WAS COMPLETED FOR LAST YEAR'S AND THIS CURRENT YEAR'S OPERATING BUDGET. SPECIFICALLY FOR THE EXECUTIVE DIRECTOR/CEO, THE BOARD OF DIRECTORS DID NOT PROVIDE A RAISE FOR THE TOTAL SALARY. THIS SALARY WAS THEN ADDED TO OUR OPERATING BUDGET FOR WHICH THE BOARD REVIEWS AND COMMENTS ON ANNUALLY. THE BOARD THEN APPROVED THE SALARY AND OPERATING BUDGET IN OUR BOARD MEETING. THIS APPROVAL IS THEN DOCUMENTED IN THE BOARD SLIDES AND DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990, FORM 1023, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BYLAWS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 17,386. MANAGEMENT AND GENERAL EXPENSES 1,953. FUNDRAISING EXPENSES 195. TOTAL EXPENSES 19,534. FINANCIAL CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 49,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,456. EDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 284,074. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,074. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 283,920. MANAGEMENT AND GENERAL EXPENSES 63,819. FUNDRAISING EXPENSES 6,383. TOTAL EXPENSES 354,122. CONVERGEEDU PBLLC 240 JAY STREET BROOKLYN NY 11201 922957369 EDUCATION TECH DE 505570 26857 INNOVATEEDU INC