2026-04-07T13:19:30-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990 2024-07-01 463636238 INNOVATEEDU INC INNO 3475938369 PO BOX 25796 BROOKLYN NY 11202 ERIN MOTE EXECUTIVE DIRECTOR 3475938369 2026-04-07 1 1 SACHA RICHARDS P01378509 2017129800 2026-04-02 2024 2025-03-06 01:10:19Z ERIN MOTE PO BOX 25796 BROOKLYN NY 11202 2568424 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 37 6 0 0 2701988 2563334 408730 0 63 95 2319 4995 3113100 2568424 0 0 0 0 2627534 1711522 0 0 42026 1617244 1400700 4244778 3112222 -1131678 -543798 4628746 4268395 283228 466675 4345518 3801720 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 1712064 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. 375976 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 TO SOLVE CHALLENGES AND RECEIVE PROFESSIONAL DEVELOPMENT RELATED TO DATA IN EDUCATION; AND PROVIDES TECHNICAL ASSISTANCE TO SCHOOLS/DISTRICTS. 313967 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. 92523 0 0 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. 73898 BUILD AND DEVELOP AN ECOSYSTEM THAT REFLECTS THE BEST PRACTICES FOR AI USE IN EDUCATION:INNOVATEEDU LEADS AN UNCOMMON ALLIANCE COMMITTED TO LEVERAGE AI TO CREATE BETTER STUDENT OUTCOMES, SAVE TIME FOR TEACHERS, AND INCREASE EFFICIENCIES FOR STAKEHOLDERS. 27428 0 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. 193849 0 0 2595856 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 13 0 37 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 SUNIL GUNDERIA DIRECTOR 1.00 X 0 0 0 VICTOR PEREIRA JR DIRECTOR 1.00 X 0 0 0 ERIN MOTE - EX-OFFICIO BOARD MEMBER / EXECUTIVE DIRECTO 45.00 X 245000 0 75128 TREAH HUTCHINGS - MD OF THE SECTOR CAPACITY BUILDING PORTFOLIO 45.00 X 101521 0 23959 CATHERINE COCHRAN MANAGING DIR., NPSS SUPP. 45.00 X 134578 0 4627 481099 0 103714 3 0 1 0 0 409794 2153540 25000 2563334 95 95 OTHER INCOME 900099 4995 4995 4995 2568424 0 0 5090 X 320128 248164 46713 25251 1142103 991475 148811 1817 25298 22515 2530 253 103466 92084 10347 1035 120527 107269 12053 1205 110 110 41005 41005 823707 714044 101641 8022 15631 13911 1563 157 104298 33476 70448 374 65134 57969 6513 652 26080 23211 2608 261 217311 193408 21730 2173 16212 14429 1621 162 12867 11452 1286 129 14543 12942 1455 146 FOOD 61062 57068 3632 362 BAD DEBT 2740 2439 274 27 3112222 2595856 474340 42026 3511154 3064236 750456 1000551 326785 182921 14499 1412 1116 1117 116268 103910 22576 12358 2160 5800 4628746 4268395 251776 466675 31452 0 283228 466675 X 2630933 3142577 1714585 659143 4345518 3801720 4628746 4268395 -543798 0 X 0 1 X 0 0 X 2217822 4924848 3538722 2701988 2563334 15946714 2217822 4924848 3538722 2701988 2563334 15946714 7973263 7973451 29 29 41 63 95 257 4561 2869 2319 4995 14744 15961715 3486050 0.49950 0.49860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 4,561. 2022 AMOUNT: $ 2,869. 2023 AMOUNT: $ 2,319. 2024 AMOUNT: $ 4,995. REFUNDS - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82641 77830 4811 33627 26080 7547 12358 X 5465471 2897047 2897047 2568424 0 2568424 6009269 2897047 2897047 3112222 0 3112222 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, 2022. X X 0 0 0 0 0 0 0 0 0 ERIN MOTE - EX-OFFICIO BOARD MEMBER / EXECUTIVE DIRECTO 245000 0 0 0 0 0 13102 0 62026 0 320128 0 0 0 FORM 990, PART III, LINE 3 THE DEVELOPMENT OF DIGITAL TOOLS PROGRAM CEASED 7/31/24. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES IN PLACE IN FISCAL YEAR 2025. 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 14,297. MANAGEMENT AND GENERAL EXPENSES 1,607. FUNDRAISING EXPENSES 160. TOTAL EXPENSES 16,064. FINANCIAL CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,410. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,410. EDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 581,911. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 581,911. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 117,836. MANAGEMENT AND GENERAL EXPENSES 78,624. FUNDRAISING EXPENSES 7,862. TOTAL EXPENSES 204,322. CONVERGEEDU PBLLC 240 JAY STREET BROOKLYN NY 11201 922957369 EDUCATION TECH DE 0 0 INNOVATEEDU INC