Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 90-0658753

INNOVATION MONTESSORI OCOEE INC

Tax-exempt · OCOEE, FL 34761

Financials

$11M$11.1M2023$11.8M$11.3M2024$13M$11.9M2025
Revenue Expenses · by fiscal year end
Financials of INNOVATION MONTESSORI OCOEE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$12,971,273$11,887,748$1,083,525$29,052,902$27,601,949$1,450,953
June 30, 2025990$11,753,870$11,294,086$459,784$28,094,820$27,727,392$367,428
June 30, 2024990$11,020,267$11,136,973-$116,706$27,651,587$27,743,943-$92,356
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$10,867,478
of which government grants
$10,830,738
Program service revenue
$1,937,357
Investment income
$125,224
Net rental income
$7,125
Other revenue
$41,214

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$6,101,000
Salaries, compensation and benefits (total)
$6,877,619
Professional fundraising fees
$0
Legal fees
$48,609
Occupancy
$1,102,663
Travel
$5,236
Depreciation
$899,438
Program services (functional)
$9,668,392
Management and general (functional)
$2,219,356

Balance sheet and other

Total assets, start of year
$28,094,820
Total assets, end of year
$29,052,902
Total liabilities, end of year
$27,601,949
Net assets, end of year
$1,450,953
Land, buildings and equipment
$21,727,640
Gross receipts
$12,971,273
Employees
179
Volunteers
200
Year formed
2011
State of legal domicile
FL

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
HEATHER CLAYEXECUTIVE DIRECTOR
Trustee or director
40$93,436
MARISSA CARAVELISPRESIDENT
Trustee or director, Officer
1$0
KEVIN STONEBOARD MEMBER
Trustee or director
1$0
KATE GEORGEBOARD MEMBER
Trustee or director
1$0
SIMON AZARNIABOARD MEMBER
Trustee or director
1$0
KAREN CARLSONBOARD MEMBER
Trustee or director
1$0
CHRIS COMSTOCKBOARD MEMBER
Trustee or director
1$0
RYAN FETCHKOBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2025: 6 people
NameTitleHours / weekCompensation
HEATHER CLAYEXECUTIVE DIRECTOR
Trustee or director
40$103,192
STACEY WILLIAMSPRESIDENT
Trustee or director, Officer
2$0
MARISSA CARAVELISVICE PRESIDENT
Trustee or director, Officer
1$0
KEVIN STONETREASURER
Trustee or director, Officer
1$0
KATE GEORGESECRETARY
Trustee or director, Officer
1$0
SARAH VIEKOBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
HEATHER CLAYEXECUTIVE DIRECTOR
Trustee or director
40$59,355
STACEY WILLIAMSPRESIDENT
Trustee or director, Officer
2$0
BRETT CASEYVICE PRESIDENT
Trustee or director, Officer
1$0
KEVIN STONETREASURER
Trustee or director, Officer
1$0
MARISSA CARAVELISSECRETARY
Trustee or director, Officer
1$0
SCOTT FARBERBOARD MEMBER
Trustee or director
1$0
KATE GEORGEBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1644 N LAKEWOOD AVE, OCOEE, FL 34761-3839
In care of
% PATRICE CHERICO EXEC DIR
Principal officer (990 for 2025)
HEATHER CLAY, 1644 N LAKEWOOD AVE, OCOEE, FL 34761
Signed the 990
HEATHER CLAY, EXECUTIVE DIRECTOR
Phone
(407) 654-2045
Return prepared by
RSC Accounting Services Inc

Mission

TO OPERATE A PUBLIC CHARTER IN ORANGE COUNTY, FLORIDA

990 for the year ended June 30, 2026

Program accomplishments

  • TO PROVIDE A STRONG MONTESSORI FOUNDATION THAT ENABLES OUR STUDENTS TO ACHIEVE THEIR FULL POTENTIAL, DEVELOP CURIOSITY, CREATIVITY AND IMAGINATION, AND BECOME RESPONSIBLE CITIZENS OF THE WORLD
    Expenses $9,022,160 · grants $10,656,718 · revenue $12,018,435
  • INNOVATION MONTESSORI OCOEE OFFERS A PRIVATE, TUITION BASED CASA PROGRAM FOR CHILDREN BETWEEN THE AGES OF TWO AND A HALF AND FOUR. THE MISSION OF THIS PROGRAM FOR PRESCHOOL AGE CHILDREN IS PROVIDE A STRONG MONTESSORI FOUNDATION THAT ENABLES STUDENTS TO ACHIEVE THEIR FULL POTENTIAL, DEVELOP CURIOSITY, CREATIVITY AND IMAGINATION.
    Expenses $646,232 · grants $174,020 · revenue $952,838

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
90-0658753
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2012
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$29,052,902
Income (IRS master file)
$12,971,273

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$12,971,273$11,887,748$29,052,902XML
990June 2025$11,753,870$11,294,086$28,094,820XML
990June 2024$11,020,267$11,136,973$27,651,587XML
990June 2023$8,503,993$9,038,039$28,743,684IRS
990June 2022$8,008,835$7,785,345$28,817,565IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 90-0658753).

Questions about INNOVATION MONTESSORI OCOEE INC

What is the EIN of INNOVATION MONTESSORI OCOEE INC?
The employer identification number (EIN) of INNOVATION MONTESSORI OCOEE INC is 90-0658753.
Is INNOVATION MONTESSORI OCOEE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to INNOVATION MONTESSORI OCOEE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does INNOVATION MONTESSORI OCOEE 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 INNOVATION MONTESSORI OCOEE INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INNOVATION MONTESSORI OCOEE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of INNOVATION MONTESSORI OCOEE INC?
The 990 for the year ended June 30, 2026 names HEATHER CLAY.
Who are the officers and directors of INNOVATION MONTESSORI OCOEE INC?
The 990 for the year ended June 30, 2026 lists 8 people; 1 received compensation from the organization, the highest $93,436 (HEATHER CLAY, EXECUTIVE DIRECTOR).
How much revenue does INNOVATION MONTESSORI OCOEE INC have?
On its 990 for the year ended June 30, 2026 it reported revenue of $12,971,273, expenses of $11,887,748 and total assets of $29,052,902 at year end.

Other nonprofits in OCOEE

All nonprofits in OCOEE · Florida · Education