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Nonprofiteer
← THE INSTITUTE FOR EXCELLENCE IN EDUCATION

Form 990 for tax year 2022

Filed by THE INSTITUTE FOR EXCELLENCE IN EDUCATION.

Totals

Total revenue
$7,429,164
Total expenses
$7,276,095
Contributions and grants received
$1,828,654
Grants paid
$0
Program service revenue
$5,563,776
Investment income
$14,973
Other revenue
$21,761
Total assets, end of year
$6,336,131
Total liabilities, end of year
$1,386,117
Net assets or fund balances, end of year
$4,950,014
Program services expenses (Part IX)
$6,394,632
Management and general expenses
$881,463
Fundraising expenses
$0
Program service expenses (Part III)
$6,394,632

Program services were 87.9% 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.

  • 1e · Government grants (contributions)

    $1,024,467

  • 1f · All other contributions, gifts and grants

    $804,187

  • 2a · Program service revenue: SERVICE REVENUE

    total $5,563,776 · related or exempt $5,563,776

  • 3 · Investment income

    total $15,381 · excluded $15,381

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

    other assets $408

  • 7c · Gain or loss

    other assets -$408

  • 7d · Net gain or loss

    total -$408 · excluded -$408

  • 10a · Gross sales of inventory

    $10,182

  • 10b · Cost of goods sold

    $7,719

  • 10c · Net income from sales of inventory

    total $2,463 · related or exempt $2,463

  • 11a · Other revenue: OTHER REVENUE

    total $19,298 · excluded $19,298

  • 11e · Other revenue, total

    $19,298

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,555,118 · program services $1,179,086 · management and general $376,032

  • 7 · Other salaries and wages

    total $2,109,206 · program services $1,951,012 · management and general $158,194

  • 8 · Pension plan contributions

    total $147,526 · program services $128,248 · management and general $19,278

  • 9 · Other employee benefits

    total $301,956 · program services $261,109 · management and general $40,847

  • 10 · Payroll taxes

    total $246,563 · program services $211,186 · management and general $35,377

  • 11b · Fees: legal

    total $5,923 · program services $5,923

  • 11c · Fees: accounting

    total $19,526 · management and general $19,526

  • 11g · Fees: other

    total $745,347 · program services $633,851 · management and general $111,496

  • 12 · Advertising and promotion

    total $81,940 · program services $69,682 · management and general $12,258

  • 13 · Office expenses

    total $119,082 · program services $101,268 · management and general $17,814

  • 14 · Information technology

    total $53,054 · program services $45,117 · management and general $7,937

  • 16 · Occupancy

    total $76,137 · program services $64,747 · management and general $11,390

  • 17 · Travel

    total $294,172 · program services $256,672 · management and general $37,500

  • 19 · Conferences, conventions and meetings

    total $76,747 · program services $73,977 · management and general $2,770

  • 22 · Depreciation, depletion and amortization

    total $1,299,787 · program services $1,287,968 · management and general $11,819

  • 23 · Insurance

    total $63,346 · program services $56,188 · management and general $7,158

  • 24a · Other expenses: TELEPHONE

    total $35,221 · program services $29,952 · management and general $5,269

  • 24b · Other expenses: OTHER EXPENSES

    total $25,167 · program services $21,402 · management and general $3,765

  • 24c · Other expenses: BAD DEBT

    total $20,277 · program services $17,244 · management and general $3,033

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $391,801 · end of year $97,189

  • 2 · Savings and temporary cash investments

    beginning of year $815,945 · end of year $1,310,032

  • 3 · Pledges and grants receivable

    beginning of year $90,910 · end of year $90,910

  • 4 · Accounts receivable

    beginning of year $581,777 · end of year $725,237

  • 8 · Inventories for sale or use

    beginning of year $67,058 · end of year $59,339

  • 9 · Prepaid expenses and deferred charges

    beginning of year $203,441 · end of year $214,103

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

    $210,634

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

    $187,843

  • 10c · Land, buildings and equipment, net

    beginning of year $24,680 · end of year $22,791

  • 14 · Intangible assets

    beginning of year $3,577,669 · end of year $3,541,640

  • 15 · Other assets

    end of year $274,890

  • 17 · Accounts payable and accrued expenses

    beginning of year $823,894 · end of year $795,292

  • 19 · Deferred revenue

    beginning of year $132,442 · end of year $315,066

  • 25 · Other liabilities

    end of year $275,759

  • 27 · Net assets without donor restrictions

    beginning of year $4,796,945 · end of year $4,950,014

Mission and programs · 2022

Mission

OUR MISSION IS TO INSPIRE, EQUIP AND SUPPORT THE PEOPLE AND ORGANIZATIONS WHO ELEVATE AND EDUCATE STUDENTS. WE OFFER PROFESSIONAL DEVELOPMENT AND COACHING FOR TEACHERS, ALONG WITH A RANGE OF PROFESSIONAL CONSULTING SERVICES AND SOFTWARE SOLUTIONS FOR SCHOOLS, GOVERNING BOARDS, AND AUTHORIZING AGENCIES.

Activities or mission (Part I)

WE ASPIRE TO CHANGE THE ARC OF EDUCATION. OUR MISSION IS TO SERVE THE PEOPLE AND ORGANIZATIONS THAT SUPPORT AND EDUCATE STUDENTS. WE OFFER A DIVERSE ARRAY OF PROGRAMS, PRODUCTS AND SERVICES AND USE OUR EXPERIENCE AND EXPERTISE TO CONNECT POLICY AND PRACTICE.

  • PROFESSIONAL SERVICES FOR SCHOOL BOARDS: THE INSTITUTE PROVIDES SERVICES TO SCHOOL BOARDS SUCH AS BOARD TRAINING, BOARD CONSULTING AND BOARD POLICIES AND PROCEDURES. OUR BOARD POLICY SERVICE EQUIPS BOARDS WITH THE DEVELOPMENT AND UPKEEP OF THEIR POLICIES AND ENSURES THEY COMPLY WITH STATE AND FEDERAL STATUTES AND REGULATIONS.

    Expenses $610,795 · Revenue $531,434

  • PROFESSIONAL SERVICES FOR SCHOOLS, EDUCATORS, AND AUTHORIZERS: THE INSTITUTE PROVIDES AN ARRAY OF COACHING AND CONSULTING SERVICES TO INSPIRE, EQUIP AND SUPPORT SCHOOLS, EDUCATORS AND AUTHORIZERS TO EMBRACE THEIR RESPONSIBILITIES, STRENGTHEN THEIR CAPACITY, AND IMPROVE THEIR IMPACT. THE INSTITUTE PROVIDES CUSTOMIZED COACHING AND PROFESSIONAL DEVELOPMENT FOR TEACHERS AND SCHOOL ADMINISTRATORS ALIGNED WITH THE PRINCIPLES AND PRACTICES ASSOCIATED WITH COGNITIVE COACHING AND THE ADAPTIVE SCHOOLS MODEL.

    Expenses $2,119,767 · Revenue $1,844,345

  • EPICENTER: THE INSTITUTE PROVIDES A WEB-BASED SAAS PLATFORM CALLED EPICENTER. IT EQUIPS CLIENTS TO GROW AND EXPAND THEIR ORGANIZATIONAL CAPACITY VIA A COMMON CALENDARING SYSTEM AND WORKFLOW ENGINE THAT ENSURES PEOPLE AND ORGANIZATIONS KNOW WHAT IS EXPECTED OF THEM AND CAN FULFILL THEIR RESPONSIBILITIES IN AN EFFICIENT AND EFFECTIVE MANNER.

    Expenses $3,664,070 · Revenue $3,187,997

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RICHARD BERGMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT YOUNG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GERALD G PALL

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SHEREE SPEAKMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT DAVIES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES BARRETT

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN MCKANDERS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TOBY ROTH

    BOARD OF DIR

    Total calculated
    $0
    Hours/week
    1

  • JILL URBAN

    SECRETARY

    Total calculated
    $144,346
    From this org
    $114,481
    From related orgs
    $0
    Other
    $29,865
    Hours/week
    40

  • JAMES GOENNER

    PRESIDENT/CE

    Total calculated
    $334,146
    From this org
    $273,392
    From related orgs
    $0
    Other
    $60,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,392
    Bonus
    not reported
    Other
    not reported
    Deferred
    $27,785
    Nontaxable benefits
    $32,969
    Filer's total
    $334,146

  • JACKIE MULLIKIN

    VP FOR FIN A

    Total calculated
    $138,830
    From this org
    $98,976
    From related orgs
    $0
    Other
    $39,854
    Hours/week
    40

  • MARY BRADLEY

    COO

    Total calculated
    $245,354
    From this org
    $203,103
    From related orgs
    $0
    Other
    $42,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,103
    Bonus
    not reported
    Other
    not reported
    Deferred
    $20,784
    Nontaxable benefits
    $21,467
    Filer's total
    $245,354

  • MARK WEINBERG

    VP FOR LEADE

    Total calculated
    $193,520
    From this org
    $154,607
    From related orgs
    $0
    Other
    $38,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,607
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,447
    Nontaxable benefits
    $23,466
    Filer's total
    $193,520

  • NAOMI DEVEAUX

    VP AUTH & AC

    Total calculated
    $242,626
    From this org
    $201,703
    From related orgs
    $0
    Other
    $40,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,703
    Bonus
    not reported
    Other
    not reported
    Deferred
    $20,637
    Nontaxable benefits
    $20,286
    Filer's total
    $242,626

  • SHERRY SCHOCK

    EXECUTIVE DI

    Total calculated
    $219,677
    From this org
    $183,164
    From related orgs
    $0
    Other
    $36,513
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,164
    Bonus
    not reported
    Other
    not reported
    Deferred
    $18,787
    Nontaxable benefits
    $17,726
    Filer's total
    $219,677

  • WENDY LARVICK

    DIRECTOR OF

    Total calculated
    $158,177
    From this org
    $123,609
    From related orgs
    $0
    Other
    $34,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,609
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,611
    Nontaxable benefits
    $21,957
    Filer's total
    $158,177

  • MOLLY SHOLTEN

    ASST DIR/COA

    Total calculated
    $113,100
    From this org
    $102,499
    From related orgs
    $0
    Other
    $10,601
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313189349300431

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