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← JOHN N GARDNER INSTITUTE FOREXCELLENCE IN UNDERGRADUATE EDUCATI

Form 990 for tax year 2022

Filed by JOHN N GARDNER INSTITUTE FOREXCELLENCE IN UNDERGRADUATE EDUCATI.

Totals

Total revenue
$9,487,738
Total expenses
$5,200,550
Contributions and grants received
$8,140,000
Grants paid
$0
Program service revenue
$1,279,475
Investment income
$67,778
Other revenue
$485
Total assets, end of year
$11,356,005
Total liabilities, end of year
$2,962,254
Net assets or fund balances, end of year
$8,393,751
Program services expenses (Part IX)
$5,002,966
Management and general expenses
$197,584
Fundraising expenses
$0
Program service expenses (Part III)
$5,002,966

Program services were 96.2% 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

    $8,140,000

  • 2a · Program service revenue: COURSE REDESIGN SERVIC

    total $328,858 · related or exempt $328,858

  • 2b · Program service revenue: CURRICULUM REDESIGN

    total $233,362 · related or exempt $233,362

  • 2c · Program service revenue: MINI COURSES & ACADEMI

    total $132,622 · related or exempt $132,622

  • 2d · Program service revenue: TRANSFORMATION SUPPORT

    total $116,585 · related or exempt $116,585

  • 2e · Program service revenue: CONFERENCES/SERIES

    total $116,176 · related or exempt $116,176

  • 2f · All other program service revenue

    total $351,872 · related or exempt $351,872

  • 3 · Investment income

    total $68,296 · excluded $68,296

  • 5 · Royalties

    total $485 · excluded $485

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

    other assets $518

  • 7c · Gain or loss

    other assets -$518

  • 7d · Net gain or loss

    total -$518 · excluded -$518

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $957,352 · program services $866,851 · management and general $90,501

  • 7 · Other salaries and wages

    total $1,678,383 · program services $1,663,794 · management and general $14,589

  • 8 · Pension plan contributions

    total $123,286 · program services $121,525 · management and general $1,761

  • 9 · Other employee benefits

    total $397,328 · program services $384,664 · management and general $12,664

  • 11b · Fees: legal

    total $111,622 · program services $111,622

  • 11c · Fees: accounting

    total $36,500 · program services $36,500

  • 11f · Fees: investment management

    total $885 · management and general $885

  • 11g · Fees: other

    total $1,191,291 · program services $1,141,769 · management and general $49,522

  • 12 · Advertising and promotion

    total $88,633 · program services $76,725 · management and general $11,908

  • 13 · Office expenses

    total $128,071 · program services $125,673 · management and general $2,398

  • 14 · Information technology

    total $133,106 · program services $127,106 · management and general $6,000

  • 16 · Occupancy

    total $40,783 · program services $39,340 · management and general $1,443

  • 17 · Travel

    total $80,550 · program services $80,550

  • 19 · Conferences, conventions and meetings

    total $61,429 · program services $61,429

  • 22 · Depreciation, depletion and amortization

    total $152,037 · program services $146,353 · management and general $5,684

  • 23 · Insurance

    total $19,264 · program services $19,065 · management and general $199

  • 24e · All other expenses

    total $30 · management and general $30

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $103,710 · end of year $7,714

  • 2 · Savings and temporary cash investments

    beginning of year $1,209,464 · end of year $4,514,167

  • 3 · Pledges and grants receivable

    beginning of year $1,329,572 · end of year $3,719,993

  • 4 · Accounts receivable

    beginning of year $856,978 · end of year $1,930,689

  • 9 · Prepaid expenses and deferred charges

    beginning of year $94,870 · end of year $116,896

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

    $1,609,622

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

    $831,306

  • 10c · Land, buildings and equipment, net

    beginning of year $700,281 · end of year $778,316

  • 11 · Investments: publicly traded securities

    beginning of year $1,039,519 · end of year $152,124

  • 14 · Intangible assets

    beginning of year $44,486 · end of year $54,568

  • 15 · Other assets

    beginning of year $110,694 · end of year $81,538

  • 17 · Accounts payable and accrued expenses

    beginning of year $335,241 · end of year $380,192

  • 19 · Deferred revenue

    beginning of year $994,022 · end of year $2,452,788

  • 25 · Other liabilities

    beginning of year $124,652 · end of year $129,274

  • 27 · Net assets without donor restrictions

    beginning of year $2,318,370 · end of year $2,360,830

  • 28 · Net assets with donor restrictions

    beginning of year $1,717,289 · end of year $6,032,921

Mission and programs · 2022

Mission

THE JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE 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. THROUGH ITS EFFORTS THE INSTITUTE WILL STRIVE TO ADVANCE HIGHER EDUCATION'S LARGER GOAL OF ACHIEVING EQUITY AND SOCIAL JUSTICE.

Activities or mission (Part I)

SEE SCHEDULE O

  • TRANSFORMATION SUPPORT SERVICES - TRANSFORMING THE FOUNDATIONAL POSTSECONDARY EXPERIENCE FOCUSES ON CLOSING PERFORMANCE GAPS AND IMPROVING STUDENT SUCCESS OUTCOMES IN WAYS THAT MOVE TOWARD ELIMINATING FACTORS SUCH AS DEMOGRAPHICS AND ZIP CODE AS THE BEST PREDICTORS OF WHO GETS TO GRADUATE. THE FOUNDATIONAL POSTSECONDARY EXPERIENCE REFERS TO THE CRITICAL FIRST TWO YEARS OF COLLEGE EDUCATION AND TYPICALLY INVOLVES THE ACCUMULATION OF SIXTY SEMESTER CREDITS TOWARD A DEGREE. THROUGH A PROCESS OF SYSTEM REDESIGN, INSTITUTIONS PARTICIPATING IN THE EFFORT WILL DEVELOP AND IMPLEMENT PLANS OVER A FIVE-YEAR PERIOD TO CLOSE INEQUITABLE PERFORMANCE GAPS, ENHANCE TEACHING AND LEARNING PRACTICES, AND PROMOTE STUDENT SUCCESS, COMPLETION, AND RETENTION.

    Expenses $2,392,846 · Revenue $116,585

  • 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 $962,588 · Revenue $297,828

  • 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 $435,058 · Revenue $562,220

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

    Expenses $269,400 · Revenue $116,176

  • MINI COURSES AND ACADEMIES: PROCESS AND DISCIPLINE-BASED COMMUNITIES TO HELP FACULTY, GRADUATE TEACHING ASSISTANTS, AND ADJUNCT FACULTY TO CREATE AND IMPLEMENT A PLAN TO APPLY AND SUSTAIN THE USE OF EVIDENCE-BASED PEDAGOGIES IN THEIR COURSES.THE ORGANIZATION ALSO OFFERS ACADEMIES THAT PREPARE INSTITUTIONAL TEAMS TO CONDUCT AN EVIDENCE-BASED, EQUITY-FOCUSED STUDENT RETENTION PLANNING PROCESS FOR THEIR INSTITUTION WITH A GOAL OF IMPROVING RETENTION AND USING EVIDENCE TO ENSURE THAT RACE, ETHNICITY, AND FAMILY INCOME ARE NO LONGER THE BEST PREDICTORS OF RETENTION AND STUDENT SUCCESS.

    Expenses $564,522 · Revenue $132,622

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

    Expenses $277,194 · Revenue $30,172

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

    Expenses $101,358 · Revenue $23,872

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

Listed in Part VII

  • John Gardner

    EXECUTIVE CHAIR

    Total calculated
    $365,843
    From this org
    $337,423
    From related orgs
    $0
    Other
    $28,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,423
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $1,420
    Filer's total
    $365,843

  • Betsy Barefoot

    DIRECTOR

    Total calculated
    $32,914
    From this org
    $32,914
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Louis Albert

    DIRECTOR AND INSTITUTE ADVISOR

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Scott Evenbeck

    DIRECTOR AND INSTITUTE FELLOW

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Isis Artze-Vega

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wendy Ault

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ed Case

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jillian Kinzie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Koch

    CEO

    Total calculated
    $400,070
    From this org
    $350,662
    From related orgs
    $0
    Other
    $49,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,099
    Bonus
    $0
    Other
    $19,563
    Deferred
    $27,000
    Nontaxable benefits
    $22,408
    Filer's total
    $400,070

  • Leo Lambert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Rendon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aaron Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Whiteside

    SECRETARY/TREASURER

    Total calculated
    $173,560
    From this org
    $152,641
    From related orgs
    $0
    Other
    $20,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,812
    Bonus
    $0
    Other
    $1,829
    Deferred
    $13,598
    Nontaxable benefits
    $7,321
    Filer's total
    $173,560

  • Monica Flippin Wynn

    ASSOCIATE VP

    Total calculated
    $140,307
    From this org
    $127,903
    From related orgs
    $0
    Other
    $12,404
    Hours/week
    40

  • Brandon Smith

    ASSOCIATE VP

    Total calculated
    $149,443
    From this org
    $122,945
    From related orgs
    $0
    Other
    $26,498
    Hours/week
    40

  • Stephanie Foote

    VICE PRESIDENT

    Total calculated
    $169,053
    From this org
    $139,842
    From related orgs
    $0
    Other
    $29,211
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,342
    Bonus
    $0
    Other
    $500
    Deferred
    $12,541
    Nontaxable benefits
    $16,670
    Filer's total
    $169,053

  • Robert Rodier

    DIRECTOR, TECHNOLOGY

    Total calculated
    $138,484
    From this org
    $115,190
    From related orgs
    $0
    Other
    $23,294
    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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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 3
SEE SCHEDULE O, FORM 990, PART VI, SECTION B, LINE 15.
PART I, LINE 4B
EFFECTIVE SEPTEMBER 15, 2022, THE INSTITUTE ENACTED A NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) TO OFFER LONG-TERM INCENTIVES TO CERTAIN EXECUTIVES. EACH YEAR FOR THE NEXT FIVE YEARS, THE INSTITUTE WILL DETERMINE WHETHER TO MAKE A CONTRIBUTION TO THE PLAN BASED ON PERFORMANCE. VESTING IN THE PLAN BALANCE WILL OCCUR UPON (A) 5 YEAR ANNIVERSARY OF THE PLAN, (B) DISABILITY OF THE EMPLOYEE, OR (C) DEATH OF THE EMPLOYEE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN FOR THE CURRENT TAX YEAR: ANGELA WHITESIDE AND ANDREW KOCH. CONTRIBUTIONS TO THE PLAN DURING THE TAX YEAR WERE AS FOLLOWS: ANGELA WHITESIDE: $26,062.70 ANDREW KOCH $53,218.44

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
22 May 2024
IRS schema version
2022v5.0
Source object
202411449349301026

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