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Nonprofit · EIN 82-2621762

THE INVESTORS ACADEMY INC

Tax-exempt · ATLANTA, GA 30331

Financials

$245K$339K2023$444K$583K2024
Revenue Expenses · by fiscal year end
Financials of THE INVESTORS ACADEMY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$444,388$583,431-$139,043$9,267$263,712-$254,445
April 30, 2024990$245,033$338,638-$93,605$62,612$267,835-$205,223
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$244,629
of which government grants
$106,000
Program service revenue
$199,759
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$107,651
Salaries, compensation and benefits (total)
$119,151
Professional fundraising fees
$0
Occupancy
$253,675
Travel
$4,299
Depreciation
$2,500
Program services (functional)
$526,572
Management and general (functional)
$53,359
Fundraising (functional)
$3,500

Balance sheet and other

Total assets, start of year
$62,612
Total assets, end of year
$9,267
Total liabilities, end of year
$263,712
Net assets, end of year
-$254,445
Land, buildings and equipment
$7,500
Net assets without donor restrictions
-$254,445
Gross receipts
$444,388
Employees
0
Volunteers
100
Year formed
2017
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
NOSHA L HARWELLBOARD OF ADVISORS
Trustee or director
5$0
DARRIN COOKPRESIDENT
Trustee or director, Officer
5$0
DANIEL CHAPMANBOARD OF ADVISOR
Trustee or director
5$0
STANLEY M DUNBARSECRETARY
Trustee or director, Officer
5$0
MARSHEIA SMITHBOARD MEMBER
Trustee or director
5$0
CHARLES BROWNTREASURER
Trustee or director, Officer
5$0
RANDY POWELLBOARD MEMBER
Trustee or director
5$0
MONTRA MCKENZIECHIEF EXECUTIVE OFFICER
Officer
40$0
990 for the year ended April 30, 2024: 7 people
NameTitleHours / weekCompensation
MONTRA MCKENZIECEOEXECUTIVE DIRECTOR
Officer
40$36,000
DANIEL M CHAPMANBOARD MEMBER
Trustee or director
3$0
NATALIA SLOWLEYSECRETARY
Trustee or director
3$0
ANYEA ANDERSONBOARD MEMBER
Trustee or director
5$0
DARRIN COOKBOARD MEMBER
Trustee or director
2$0
MARSHEIA SMITHBOARD MEMBER
Trustee or director
3$0
JOHN L MCKENZIETREASURER
Trustee or director, Officer
6$0

Address and contacts

Address (IRS master file)
122 HOWELL DR SW, ATLANTA, GA 30331-4023
In care of
% MONTRA N MCKENZIE
Signed the 990
MONTRA N MCKENZIE, CEOEXECUTIVE DIRECTOR
Phone
(800) 990-2301
990-N for 2018 filed under this EIN
Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Mailing address: 122 Howell Dr, Atlanta GA 30331. Website: www.investorsacademyyouth.com
Return prepared by
ACCOUNTING & TAX ADVISORY GROUP PC

Mission

TO EMPOWER UNDERSERVED INDIVIDUALS, INCLUDING UNHOUSED VETERANS, RETURNING CITIZENS, AND YOUTH TRANSITIONING OUT OF FOSTER CARE, BY PROVIDING ACCESS TO SAFE HOUSING, WORKFORCE TRAINING, AND COMPREHENSIVE SUPPORTIVE SERVICES (CONTINUED ON SCHEDULE O PAGE 1).

990 for the year ended April 30, 2025

Program accomplishments

  • WORKFORCE DEVELOPMENT AND JOB READINESS: THE ORGANIZATION PROVIDES A PAID JOB READINESS AND WORKFORCE TRAINING PROGRAM FOR UNEMPLOYED VETERANS, RETURNING CITIZENS, AND YOUTH. PARTICIPANTS RECEIVE HANDS-ON TRAINING IN WAREHOUSING, INCLUDING PALLET JACK OPERATION, FORKLIFT CERTIFICATION, WAREHOUSE SAFETY PROTOCOLS, AND OSHA 10/30 TRAINING. THE PROGRAM ALSO INCLUDES FINANCIAL LITERACY EDUCATION, LIFE-SKILLS TRAINING, CAREER MENTORSHIP, AND COUNSELING. UPON COMPLETION, PARTICIPANTS EARN INDUSTRY-RECOGNIZED CERTIFICATIONS AND ARE CONNECTED TO EMPLOYMENT OPPORTUNITIES THROUGH EMPLOYER PARTNERSHIPS. TO DATE, THE PROGRAM HAS SERVED OVER 120 PARTICIPANTS.
    Expenses $210,629
  • HOUSING SERVICES: THE INVESTORS ACADEMY, INC. OPERATES A TRANSITIONAL AND PERMANENT SUPPORTIVE HOUSING PROGRAM SERVING UNHOUSED VETERANS, RETURNING CITIZENS, AND YOUTH TRANSITIONING OUT OF FOSTER CARE. IN 2024, THE ORGANIZATION TRANSITIONED 56 RETURNING CITIZENS FROM TRANSITIONAL HOUSING INTO PERMANENT SUPPORTIVE HOUSING AND SECURED PERMANENT HOUSING FOR OVER 100 VETERANS. THE PROGRAM PROMOTES LONG-TERM HOUSING STABILITY AND SELF-SUFFICIENCY THROUGH STRUCTURED HOUSING SUPPORT AND COORDINATED SERVICES.
    Expenses $210,628
  • SUPPORTIVE SERVICES AND BASIC NEEDS ASSISTANCE: THE ORGANIZATION PROVIDES COMPREHENSIVE SUPPORTIVE SERVICES TO PROGRAM PARTICIPANTS, INCLUDING CASE MANAGEMENT, MENTAL HEALTH SUPPORT, AND ACCESS TO BASIC NECESSITIES SUCH AS FOOD AND HYGIENE PRODUCTS. THESE SERVICES ARE DESIGNED TO REMOVE BARRIERS TO STABILITY AND SUPPORT SUCCESSFUL HOUSING AND EMPLOYMENT OUTCOMES. IN 2024, THE INVESTORS ACADEMY, INC. SERVED APPROXIMATELY 1,300 INDIVIDUALS ACROSS ALL PROGRAMS.
    Expenses $105,315

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
82-2621762
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2018
Accounting year ends
April
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$9,267
Income (IRS master file)
$444,388

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$444,388$583,431$9,267IRS
990April 2024$245,033$338,638$62,612XML
990April 2023$732,500$261,078$390,156IRS
990April 2022$150,670$186,879$110,321IRS
990-EZApril 2021–––IRS
990-N for 2018
Filed under this EIN, most likely by a chapter or affiliate
April 30, 2019≤ $50,000 receipts––e-Postcard
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2621762).

Questions about THE INVESTORS ACADEMY INC

What is the EIN of THE INVESTORS ACADEMY INC?
The employer identification number (EIN) of THE INVESTORS ACADEMY INC is 82-2621762.
Is THE INVESTORS ACADEMY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to THE INVESTORS ACADEMY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE INVESTORS ACADEMY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE INVESTORS ACADEMY INC due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE INVESTORS ACADEMY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who are the officers and directors of THE INVESTORS ACADEMY INC?
The 990 for the year ended April 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does THE INVESTORS ACADEMY INC have?
On its 990 for the year ended April 30, 2025 it reported revenue of $444,388, expenses of $583,431 and total assets of $9,267 at year end.

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