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← JOHN N GARDNER INSTITUTE FOREXCELLENCE IN UNDERGRADUATE EDUCATI

Form 990 for tax year 2024

Filed by JOHN N GARDNER INSTITUTE FOREXCELLENCE IN UNDERGRADUATE EDUCATI.

Totals

Total revenue
$8,732,992
Total expenses
$6,046,837
Contributions and grants received
$6,831,186
Grants paid
$31,000
Program service revenue
$1,710,477
Investment income
$183,749
Other revenue
$7,580
Total assets, end of year
$12,849,353
Total liabilities, end of year
$4,461,732
Net assets or fund balances, end of year
$8,387,621
Program services expenses (Part IX)
$5,626,135
Management and general expenses
$420,702
Fundraising expenses
$0
Program service expenses (Part III)
$5,626,135

Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $6,831,186

  • 2a · Program service revenue: TRANSFORMATION SUPPORT

    total $779,724 · related or exempt $779,724

  • 2b · Program service revenue: COURSE REDESIGN SERVICES

    total $283,288 · related or exempt $283,288

  • 2c · Program service revenue: CONFERENCES/SERIES

    total $233,836 · related or exempt $233,836

  • 2d · Program service revenue: MINI COURSES & ACADEMIES

    total $169,486 · related or exempt $169,486

  • 2f · All other program service revenue

    total $244,143 · related or exempt $244,143

  • 3 · Investment income

    total $168,707 · excluded $168,707

  • 5 · Royalties

    total $3,326 · excluded $3,326

  • 7a · Gross sales of assets other than inventory

    securities $1,830,005

  • 7b · Less cost or other basis and sales expenses

    securities $1,814,963

  • 7c · Gain or loss

    securities $15,042

  • 7d · Net gain or loss

    total $15,042 · excluded $15,042

  • 11a · Other revenue: CREDIT CARD REWARDS

    total $4,254 · excluded $4,254

  • 11e · Other revenue, total

    $4,254

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $31,000 · program services $31,000

  • 5 · Compensation of officers, directors and key employees

    total $2,180,654 · program services $2,134,807 · management and general $45,847

  • 7 · Other salaries and wages

    total $1,577,990 · program services $1,545,554 · management and general $32,436

  • 8 · Pension plan contributions

    total $125,772 · program services $119,654 · management and general $6,118

  • 9 · Other employee benefits

    total $239,286 · program services $231,629 · management and general $7,657

  • 10 · Payroll taxes

    total $221,136 · program services $216,199 · management and general $4,937

  • 11b · Fees: legal

    total $38,772 · program services $33,558 · management and general $5,214

  • 11c · Fees: accounting

    total $42,104 · program services $36,442 · management and general $5,662

  • 11f · Fees: investment management

    total $3,255 · management and general $3,255

  • 11g · Fees: other

    total $519,257 · program services $389,225 · management and general $130,032

  • 12 · Advertising and promotion

    total $71,077 · program services $70,137 · management and general $940

  • 13 · Office expenses

    total $34,919 · program services $33,604 · management and general $1,315

  • 14 · Information technology

    total $131,847 · program services $117,501 · management and general $14,346

  • 16 · Occupancy

    total $24,000 · program services $23,345 · management and general $655

  • 17 · Travel

    total $319,273 · program services $190,889 · management and general $128,384

  • 19 · Conferences, conventions and meetings

    total $261,246 · program services $256,246 · management and general $5,000

  • 22 · Depreciation, depletion and amortization

    total $191,576 · program services $186,345 · management and general $5,231

  • 23 · Insurance

    total $15,166 · program services $10,000 · management and general $5,166

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $18,507 · management and general $18,507

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $528,383 · end of year $528,383

  • 2 · Savings and temporary cash investments

    beginning of year $4,101,699 · end of year $3,810,646

  • 3 · Pledges and grants receivable

    beginning of year $1,073,186 · end of year $3,777,934

  • 4 · Accounts receivable

    beginning of year $2,614,174 · end of year $3,103,242

  • 9 · Prepaid expenses and deferred charges

    beginning of year $158,754 · end of year $177,680

  • 10a · Land, buildings and equipment: cost or other basis

    $2,207,415

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,178,586

  • 10c · Land, buildings and equipment, net

    beginning of year $968,458 · end of year $1,028,829

  • 11 · Investments: publicly traded securities

    beginning of year $193,009 · end of year $311,649

  • 14 · Intangible assets

    beginning of year $67,117 · end of year $71,504

  • 15 · Other assets

    beginning of year $41,205 · end of year $39,486

  • 17 · Accounts payable and accrued expenses

    beginning of year $439,409 · end of year $399,064

  • 19 · Deferred revenue

    beginning of year $3,463,119 · end of year $3,800,180

  • 25 · Other liabilities

    beginning of year $152,232 · end of year $262,488

  • 27 · Net assets without donor restrictions

    beginning of year $2,316,480 · end of year $2,348,274

  • 28 · Net assets with donor restrictions

    beginning of year $3,374,745 · end of year $6,039,347

Mission and programs · 2024

Mission

THE JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION IS A NON-PROFIT ORGANIZATION DEDICATED TO PARTNERING WITH COLLEGES, UNIVERSITIES, PHILANTHROPIC ORGANIZATIONS, EDUCATORS, AND OTHER ENTITIES TO INCREASE INSTITUTIONAL RESPONSIBILITY FOR IMPROVING OUTCOMES ASSOCIATED WITH TEACHING, LEARNING, RETENTION, AND COMPLETION. THE INSTITUTE SUPPORTS POSTSECONDARY EDUCATION'S EFFORTS TO ENSURE THAT EVERY LEARNER EARNS A CREDENTIAL THAT LEADS TO A MEANINGFUL CAREER AND A HIGHLY FULFILLING LIFE. THROUGH ITS WORK, THE INSTITUTE WILL ADVANCE HIGHER EDUCATION'S BROADER MISSION OF EXPANDING OPPORTUNITY AND SUCCESS FOR ALL STUDENTS.

Activities or mission (Part I)

WORKED WITH COLLEGES AND UNIVERSITIES ON TRANSFORMING THE FIRST TWO YEARS OF COLLEGE. THIS IS A 5 YEAR PROCESS. THIS WAS DONE WITH MAJOR SUPPORT FROM GRANT FUNDERS AND INSTITUTIONS. ALSO, WORKED WITH COLLEGES AND UNIVERSITIES ON SHORTER-TERM (LESS THAN 5 YEARS) ENGAGEMENTS.

  • TRANSFORMATION SUPPORT SERVICES - TRANSFORMING THE FOUNDATIONAL IMPROVING STUDENT SUCCESS OUTCOMES IN WAYS THAT HELP INSTITUTIONS TRANSFORM IN WAYS THAT HELP ALL STUDENTS THRIVE, EARN DEGREES OR CREDENTIALS OF HIHG VALUE, AND GO ON TO LEAD PRODUCTIVE AND MEANINGFUL LIVES.

    Expenses $4,204,769 · Grants $31,000 · Revenue $779,724

  • THE INSTITUTE HELPS HIGHER EDUCATION AND RELATED ORGANIZATIONS TO INDIVIDUALLY AND/OR COLLECTIVELY DEFINE OR REDEFINE EXCELLENCE IN UNDERGRADUATE EDUCATION AND ASSISTS WITH THE APPLICATION OF THESE DEFINITIONS TO PRACTICE AND/OR POLICY. THESE ACTIONS SUPPORT EFFORTS TO FACILITATE INNOVATION IN COLLEGES, UNIVERSITIES, AND THE BROADER SYSTEMS OF WHICH THEY ARE A PART. THE ENSUING DYNAMIC EDUCATIONAL OPPORTUNITIES WILL TRANSFORM THE INSTITUTIONS, THE PEOPLE THEY SERVE, THE PLACES IN WHICH THEY LIVE AND WORK, AND THE BROADER SOCIETIES AND ECONOMIES OF WHICH THEY ARE A PART.

    Expenses $550,737 · Revenue $219,647

  • WE HELD A NUMBER OF CONFERENCES THAT DREW IN HIGHER EDUCATORS FROM INSTITUTIONS ALL OVER THE UNITED STATES.

    Expenses $421,573 · Revenue $233,836

  • ACADEMIES AND COMMUNITIES OF PRACTICE: PROCESS AND DISCIPLINE-BASED COMMUNITIES TO HELP FACULTY, GRADUATE TEACHING ASSISTANTS, AND ADJUNCT FACULTY CREATE AND IMPLEMENT A PLAN TO APPLY AND SUSTAIN THE USE OF EVIDENCE-BASED PEDAGOGIES IN THEIR COURSES.THE ORGANIZATION ALSO OFFERS ACADEMIES AND COMMUNITIES OF PRACTICE THAT PREPARE INSTITUTIONAL TEAMS TO CONDUCT AN EVIDENCE-BASED, EDUCATION OUTCOMES PARITY-FOCUSED STUDENT RETENTION PLANNING PROCESS FOR THEIR INSTITUTION WITH A GOAL OF IMPROVING RETENTION AND USING EVIDENCE TO ENSURE THAT EVERY LEARNER CAN THRIVE AND FULFIL THEIR EDUCATIONAL OBJECTIVES.

    Expenses $342,429 · Revenue $169,486

  • RETENTION: CREATING AND IMPLEMENTING AN ANALYTICS-BASED RETENTION PLAN FOR SPECIFIC COHORTS SUCH AS FIRST-YEAR STUDENTS, SECOND-YEAR STUDENTS ETC.

    Expenses $32,513 · Revenue $24,496

  • ACADEMIC ADVISING: IN PARTNERSHIP WITH NATIONAL ACADEMIC ADVISING ASSOCIATION (NACADA): THE GLOBAL COMMUNITY FOR ACADEMIC ADVISING, WE PROVIDE A COMPREHENSIVE, STANDARDS-BASED ASSESSMENT PROCESS TO PROMOTE EXCELLENCE IN ACADEMIC ADVISING.

    Expenses $16,688

  • COURSE/CURRICULUM REDESIGN: POSITIVELY TRANSFORMED TEACHING, LEARNING AND REDUCING FAILURE RATES IN LOWER DIVISION AND/OR DEVELOPMENTAL EDUCATION "GATEWAY" COURSES THROUGH WORKING DIRECTLY WITH FACULTY AND STAFF.

    Expenses $57,426 · Revenue $283,288

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Gardner

    EXECUTIVE CHAIR

    Total calculated
    $406,821
    From this org
    $375,390
    From related orgs
    $0
    Other
    $31,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,390
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $931
    Filer's total
    $406,821

  • Jillian Kinzie

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Chaouki Abdallah

    DIRECTOR (AS OF 9/2024)

    Total calculated
    $0
    Hours/week
    1

  • Louis Albert

    DIRECTOR

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Isis Artze-Vega

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wendy Ault

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betsy Barefoot

    DIRECTOR

    Total calculated
    $29,403
    From this org
    $29,403
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Suzanne Benally

    DIRECTOR (AS OF 9/2024)

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Scott Evenbeck

    DIRECTOR

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Francesca Mazzola

    DIRECTOR (AS OF 9/2024)

    Total calculated
    $0
    Hours/week
    1

  • Laura Rendon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aaron Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gerald Whittington

    DIRECTOR (AS OF 9/2024)

    Total calculated
    $0
    Hours/week
    2

  • Jessica Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Koch

    CEO

    Total calculated
    $467,192
    From this org
    $414,852
    From related orgs
    $0
    Other
    $52,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $401,977
    Bonus
    $0
    Other
    $12,875
    Deferred
    $30,500
    Nontaxable benefits
    $21,840
    Filer's total
    $467,192

  • Ed Case

    DIRECTOR (THRU 3/2025)

    Total calculated
    $0
    Hours/week
    1

  • Michael Benitez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Whiteside

    SENIOR VP, FINANCE

    Total calculated
    $231,541
    From this org
    $203,000
    From related orgs
    $0
    Other
    $28,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,000
    Bonus
    $0
    Other
    $0
    Deferred
    $18,270
    Nontaxable benefits
    $10,271
    Filer's total
    $231,541

  • Brent Drake

    SENIOR VP, OPERATIONS & RESEARCH

    Total calculated
    $338,846
    From this org
    $296,373
    From related orgs
    $0
    Other
    $42,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,373
    Bonus
    $0
    Other
    $0
    Deferred
    $26,674
    Nontaxable benefits
    $15,799
    Filer's total
    $338,846

  • Stephanie Foote

    VICE PRESIDENT

    Total calculated
    $194,154
    From this org
    $158,086
    From related orgs
    $0
    Other
    $36,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,086
    Bonus
    $0
    Other
    $0
    Deferred
    $14,228
    Nontaxable benefits
    $21,840
    Filer's total
    $194,154

  • Brandon Smith

    SENIOR ASSOCIATE VP

    Total calculated
    $186,368
    From this org
    $150,943
    From related orgs
    $0
    Other
    $35,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,943
    Bonus
    $0
    Other
    $0
    Deferred
    $13,585
    Nontaxable benefits
    $21,840
    Filer's total
    $186,368

  • Felita Williams

    SENIOR VP, PROGRAMS

    Total calculated
    $217,670
    From this org
    $203,050
    From related orgs
    $0
    Other
    $14,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,050
    Bonus
    $0
    Other
    $0
    Deferred
    $14,214
    Nontaxable benefits
    $406
    Filer's total
    $217,670

  • Monica Flippin Wynn

    ASSOCIATE VP

    Total calculated
    $158,943
    From this org
    $148,994
    From related orgs
    $0
    Other
    $9,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,494
    Bonus
    $500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,949
    Filer's total
    $158,943

  • Betsy Griffin

    SR. RESIDENT FELLOW

    Total calculated
    $113,386
    From this org
    $112,980
    From related orgs
    $0
    Other
    $406
    Hours/week
    15

  • Jill Kramer

    VICE PRESIDENT

    Total calculated
    $173,789
    From this org
    $139,914
    From related orgs
    $0
    Other
    $33,875
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $133,726
    Bonus
    $0
    Other
    $6,188
    Deferred
    $12,035
    Nontaxable benefits
    $21,840
    Filer's total
    $173,789

  • Mary Locke

    SR. DIR. MKT/COMM

    Total calculated
    $133,761
    From this org
    $108,697
    From related orgs
    $0
    Other
    $25,064
    Hours/week
    40

  • Robert Rodier

    ASSOCIATE VP

    Total calculated
    $168,793
    From this org
    $140,553
    From related orgs
    $0
    Other
    $28,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,803
    Bonus
    $0
    Other
    $2,750
    Deferred
    $12,402
    Nontaxable benefits
    $15,838
    Filer's total
    $168,793

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION ONLY ALLOWS TRAVEL FOR BOARD MEMBERS' SPOUSES/PARTNERS FOR THE ANNUAL BOARD MEETING AND TREATS SUCH BENEFITS AS NONTAXABLE. OTHERWISE, THE ORGANIZATION DOES NOT REIMBURSE FOR TRAVEL FOR COMPANIONS.
PART I, LINE 4B
CONTRIBUTIONS TO THE NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) DURING THE TAX YEAR WERE AS FOLLOWS: ANGELA WHITESIDE: $30,450 ANDREW KOCH $60,296

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
15 June 2026
IRS schema version
2024v5.5
Source object
202601679349300805

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