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← NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING

Form 990 for tax year 2022

Filed by NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING.

Totals

Total revenue
$32,588,290
Total expenses
$26,506,610
Contributions and grants received
$10,612,328
Grants paid
$8,076,680
Program service revenue
$21,525,883
Investment income
$450,079
Other revenue
$0
Total assets, end of year
$43,086,249
Total liabilities, end of year
$2,602,894
Net assets or fund balances, end of year
$40,483,355
Program services expenses (Part IX)
$23,392,514
Management and general expenses
$3,101,320
Fundraising expenses
$12,776
Program service expenses (Part III)
$23,392,514

Program services were 88.3% 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)

    $10,387,328

  • 1f · All other contributions, gifts and grants

    $225,000

  • 2a · Program service revenue: PROJECT SERVICE REVENUE

    total $16,641,493 · related or exempt $16,641,493

  • 2b · Program service revenue: REGISTRATION FEES

    total $4,884,390 · related or exempt $4,884,390

  • 3 · Investment income

    total $450,079 · excluded $450,079

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,076,680 · program services $8,076,680

  • 5 · Compensation of officers, directors and key employees

    total $1,557,647 · program services $1,330,258 · management and general $227,389

  • 7 · Other salaries and wages

    total $9,609,597 · program services $8,760,738 · management and general $848,859

  • 8 · Pension plan contributions

    total $252,454 · program services $230,154 · management and general $22,300

  • 9 · Other employee benefits

    total $765,841 · program services $698,191 · management and general $67,650

  • 10 · Payroll taxes

    total $772,488 · program services $704,251 · management and general $68,237

  • 11b · Fees: legal

    total $16,473 · management and general $16,473

  • 11c · Fees: accounting

    total $25,781 · management and general $25,781

  • 11g · Fees: other

    total $1,254,037 · program services $486,011 · management and general $768,026

  • 13 · Office expenses

    total $217,906 · program services $102,643 · management and general $115,263

  • 14 · Information technology

    total $504,630 · program services $240,952 · management and general $263,678

  • 16 · Occupancy

    total $203,673 · management and general $203,673

  • 17 · Travel

    total $1,783,807 · program services $1,742,713 · management and general $41,094

  • 19 · Conferences, conventions and meetings

    total $880,851 · program services $879,868 · management and general $983

  • 22 · Depreciation, depletion and amortization

    total $328,025 · program services $85,000 · management and general $243,025

  • 24a · Other expenses: EMPLOYMENT/RECRUITING

    total $50,133 · program services $6,092 · management and general $44,041 · fundraising $0

  • 24b · Other expenses: SPONSORSHIPS

    total $41,700 · program services $41,700 · fundraising $0

  • 24c · Other expenses: EDUCATION/TRAINING

    total $18,358 · program services $2,231 · management and general $16,127 · fundraising $0

  • 24d · Other expenses: FILING FEES

    total $12,776 · program services $0 · management and general $0 · fundraising $12,776

  • 24e · All other expenses

    total $133,753 · program services $5,032 · management and general $128,721

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,505,276 · end of year $5,224,092

  • 2 · Savings and temporary cash investments

    beginning of year $9,341,812 · end of year $8,270,850

  • 3 · Pledges and grants receivable

    beginning of year $4,241,689 · end of year $789,699

  • 4 · Accounts receivable

    beginning of year $3,803,354 · end of year $3,576,098

  • 9 · Prepaid expenses and deferred charges

    beginning of year $353,607 · end of year $336,433

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

    $4,206,728

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

    $3,107,418

  • 10c · Land, buildings and equipment, net

    beginning of year $507,335 · end of year $1,099,310

  • 11 · Investments: publicly traded securities

    beginning of year $7,768,259 · end of year $23,310,623

  • 14 · Intangible assets

    end of year $445,613

  • 15 · Other assets

    beginning of year $23,384 · end of year $33,531

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,268,639 · end of year $1,642,472

  • 19 · Deferred revenue

    beginning of year $95,725 · end of year $513,106

  • 25 · Other liabilities

    beginning of year $0 · end of year $447,316

  • 27 · Net assets without donor restrictions

    beginning of year $30,336,999 · end of year $39,391,279

  • 28 · Net assets with donor restrictions

    beginning of year $2,843,353 · end of year $1,092,076

Mission and programs · 2022

Mission

BUILDING EDUCATOR EXCELLENCE TO GIVE ALL STUDENTS THE OPPORTUNITY FOR SUCCESS.

  • NIET PURSUES IMPROVING EDUCATOR EFFECTIVENESS AND THE NATIONAL K-12 EDUCATION SYSTEM THROUGH DESIGNING AND IMPLEMENTING EFFECTIVE, COHESIVE PROFESSIONAL LEARNING SYSTEMS. WE CATEGORIZE OUR WORK INTO FIVE SERVICE AREAS:THE TAP SYSTEM FOR TEACHER AND STUDENT ADVANCEMENT:THE TAP SYSTEM REMAINS NIET'S COMPREHENSIVE APPROACH TO ESTABLISHING SUSTAINED STRUCTURES FOR BUILDING EDUCATOR EXCELLENCE AND INCREASING STUDENT ACHIEVEMENT GROWTH. SINCE ITS INTRODUCTION IN 1999, THE TAP SYSTEM HAS LED TO DRAMATICALLY IMPROVED OUTCOMES FOR STUDENTS AND CHANGED THE TRAJECTORY OF ENTIRE SCHOOLS. OVER 95 PERCENT OF PARTICIPATING TAP SCHOOLS ARE (SEE SCHEDULE O FOR CONTINUATIONS) HIGH-NEED AND SERVE DIVERSE AREAS - FROM PHOENIX TO RURAL TENNESSEE. THROUGH THE IMPLEMENTATION OF FOUR INTERRELATED KEY ELEMENTS (MENTIONED ABOVE), TEACHERS ARE IMPROVING THEIR INSTRUCTION AND THE ACHIEVEMENT OF THEIR STUDENTS. SCHOOL IMPROVEMENT SOLUTIONS:THE SCHOOL IMPROVEMENT SOLUTIONS MODEL IS ROOTED IN PROVEN PRINCIPLES FROM THE TAP SYSTEM AND AIMS TO CREATE EFFECTIVE STRUCTURES FOR TEACHER LEADERSHIP AND FOSTER A CULTURE FOR EDUCATORS AND STUDENTS ALIKE TO EXCEL. IT STARTS WITH A STRENGTHS-BASED NEEDS ASSESSMENT AND IS BUILT AROUND ESTABLISHING FOUR KEY ELEMENTS IN EVERY SCHOOL: INSTRUCTIONAL EXCELLENCE, COLLABORATIVE LEARNING, REFLECTIVE CULTURE, AND COLLECTIVE LEADERSHIP. BASED ON EACH SCHOOL'S STRENGTHS-BASED NEEDS ASSESSMENT, NIET DESIGNS ITS SUPPORT TO ADDRESS THE AREAS THAT WILL MAXIMIZE AND ACCELERATE IMPROVEMENT AND BUILD FOUNDATIONAL SYSTEMS FOR SUCCESS.RUBRIC AND OBSERVATION SYSTEMS:NIET'S TEACHING STANDARDS RUBRIC IS BASED ON NATIONALLY NORMED, RESEARCH-BASED STANDARDS. IT CLEARLY DEFINES EFFECTIVE TEACHING AND FOSTERS COLLABORATION AROUND A COMMON LANGUAGE AND VISION THAT LEADS TO STUDENT ACHIEVEMENT. THE RUBRIC BRINGS A COMPREHENSIVE FOCUS ON FOUR KEY DOMAINS: INSTRUCTION, THE LEARNING ENVIRONMENT, DESIGNING AND PLANNING INSTRUCTION, AND PROFESSIONALISM. NIET'S COMPLEMENTARY OBSERVATION SYSTEM PROVIDES SCHOOLS WITH A STRONG, VALID AND RELIABLE INSTRUMENT FOR SEEING HOW TEACHERS ARE GROWING IN THEIR MASTERY OF THE RUBRIC. THE OBSERVATION SYSTEM IS BASED ON MULTIPLE OBSERVATIONS OF EVERY TEACHER, EVERY YEAR BY MULTIPLE, TRAINED AND CERTIFIED EVALUATORS. ALL EVALUATIONS ARE FOLLOWED UP WITH A POST-CONFERENCE SESSION BETWEEN THE OBSERVED TEACHER AND THE EVALUATOR TO DISCUSS AREAS OF STRENGTH AND REFINEMENT WITH THE SOLE PURPOSE BEING TO HELP THE TEACHER IMPROVE.THE RUBRIC AND OBSERVATION SYSTEM, IN PARTICULAR, ARE SUPPLEMENTED BY NIET'S EE PASS ONLINE PORTAL, WHICH INCLUDES HUNDREDS OF HOURS' WORTH OF VIDEOS THAT SHOW EFFECTIVE TEACHING ALONG WITH EVIDENCE AND SCORING AND WHICH ALLOWS FOR ONLINE CERTIFICATION FOR EVALUATORS. EE PASS ALSO INCLUDES A DATA MANAGEMENT SYSTEM THAT PROVIDES REAL-TIME ACCESS TO EVALUATION DATA, WHICH ENABLES LEADERS TO CONNECT OBSERVATION FEEDBACK WITH PROFESSIONAL LEARNING AND ENSURE CONSISTENCY AND RELIABILITY ACROSS OBSERVERS.TEACHER AND LEADER DEVELOPMENT:NIET SUPPORTS TEACHER LEADERSHIP AND PROFESSIONAL LEARNING SYSTEMS THAT CREATE FORMAL STRUCTURES AND GIVE TEACHER LEADERS THE RESPONSIBILITY, ACCOUNTABILITY, AND AUTHORITY TO DRIVE INSTRUCTION. NIET ALSO PROVIDES COACHING AND SUPPORT FOR OTHER KEY ROLES - PARTICULARLY TO EMPOWER PRINCIPALS, DISTRICT, AND OTHER SYSTEM ADMINISTRATORS TO BE INSTRUCTIONAL LEADERS - RECOGNIZING THAT BUILDING DEEP CAPACITY ROOTED IN RICH ACADEMIC PRACTICE IS FOUNDATIONAL TO LONG-TERM SUCCESS. NIET'S WORK IN THIS AREA CONSISTS OF DESIGNING AND SUPPORTING CAREER PATHS AND ADVANCEMENT FOR EDUCATORS AS TEACHER LEADERS, ESTABLISHING SCHOOL-BASED PROFESSIONAL LEARNING SYSTEMS, AND DELIVERING AN ON-SITE TEACHER LEADERSHIP SERIES TRAINING THAT HELPS SCHOOLS, DISTRICTS, AND STATES PUT TEACHER LEADERSHIP AT THE CENTER OF EFFORTS TO IMPROVE INSTRUCTION AND RETENTION.EDUCATOR PREPARATION PARTNERSHIPS:NIET WORKS HAND IN HAND WITH OVER 75 UNIVERSITIES TO PREPARE A PIPELINE OF THE NEXT GENERATION OF EFFECTIVE EDUCATORS. BY STRENGTHENING THE CONNECTION BETWEEN K-12 AND HIGHER EDUCATION INSTITUTIONS, NIET'S PARTNERSHIPS EFFECTIVELY PREPARE ASPIRING TEACHERS FOR THE EXPECTATIONS OF THE CLASSROOM. SPECIFICALLY, NIET HELPS EDUCATOR PREPARATION PROGRAMS EMBED RESEARCH-BASED, EFFECTIVE PRINCIPLES FROM THE TEACHING STANDARDS RUBRIC INTO COURSEWORK AND CLINICAL PRACTICES. THIS HELPS TEACHER CANDIDATES TO BETTER UNDERSTAND THE COMPONENTS OF THE TEACHING STANDARDS RUBRIC, HOW THE INDICATORS FIT WITHIN THEM, AND WHICH DESCRIPTORS DEMONSTRATE THE INDICATORS. NIET ALSO SUPPORTS TRAINING AND MENTORSHIP FOR COOPERATING TEACHERS WHO ARE PARTNERED WITH TEACHING CANDIDATES IN A RESIDENCY OR STUDENT TEACHING EXPERIENCE, WHICH HELPS ASPIRING TEACHERS RECEIVE COACHING AND FEEDBACK TO BE MORE EFFECTIVE.

    Expenses $23,392,514 · Grants $8,076,680 · Revenue $21,525,883

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

Listed in Part VII

  • Lowell Milken

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    15
  • Ralph Finerman

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Dr Gary Stark

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr J Ted Sanders

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr James Guthrie

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Ray Simon

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Bryan Johnson

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Wayne D Lewis

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Candice McQueen

    DIRECTOR

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Joshua H Barnett

    CEO

    Total calculated
    $380,760
    From this org
    $368,418
    From related orgs
    $0
    Other
    $12,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,418
    Bonus
    $30,000
    Other
    $0
    Deferred
    $11,000
    Nontaxable benefits
    $1,342
    Filer's total
    $380,760
  • Molly Kwas

    CFO

    Total calculated
    $193,305
    From this org
    $176,883
    From related orgs
    $0
    Other
    $16,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,883
    Bonus
    $10,000
    Other
    $0
    Deferred
    $7,141
    Nontaxable benefits
    $9,281
    Filer's total
    $193,305
  • Kristan Van Hook

    SENIOR VP POLICY

    Total calculated
    $266,868
    From this org
    $243,490
    From related orgs
    $0
    Other
    $23,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,490
    Bonus
    $9,000
    Other
    $0
    Deferred
    $10,023
    Nontaxable benefits
    $13,355
    Filer's total
    $266,868
  • Vicky Condalary

    SENIOR VP SERVICES

    Total calculated
    $212,713
    From this org
    $203,797
    From related orgs
    $0
    Other
    $8,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,797
    Bonus
    $12,000
    Other
    $0
    Deferred
    $8,150
    Nontaxable benefits
    $766
    Filer's total
    $212,713
  • Stephanie Mosqueda

    SENIOR VP STRATEGIC PROJECTS

    Total calculated
    $209,921
    From this org
    $196,741
    From related orgs
    $0
    Other
    $13,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,741
    Bonus
    $12,000
    Other
    $0
    Deferred
    $3,600
    Nontaxable benefits
    $9,580
    Filer's total
    $209,921
  • Dr Patrice Pujol

    SENIOR EXECUTIVE-IN-RESIDENCE

    Total calculated
    $270,924
    From this org
    $259,999
    From related orgs
    $0
    Other
    $10,925
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,834
    Bonus
    $127,165
    Other
    $0
    Deferred
    $10,398
    Nontaxable benefits
    $527
    Filer's total
    $270,924
  • Rebecca Sarradet

    E.D. OF PROFESSIONAL DEVELOPMENT

    Total calculated
    $181,950
    From this org
    $164,980
    From related orgs
    $0
    Other
    $16,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,980
    Bonus
    $8,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,970
    Filer's total
    $181,950
  • Dr Tanee Hudgens

    VP RESEARCH AND EVALUATION

    Total calculated
    $149,198
    From this org
    $135,949
    From related orgs
    $0
    Other
    $13,249
    Hours/week
    40
  • Dr Amy Wooten

    EXECUTIVE DIR. OF EDUCATOR PIPELINE PARTNERSHIPS

    Total calculated
    $148,102
    From this org
    $133,574
    From related orgs
    $0
    Other
    $14,528
    Hours/week
    40
  • Hank Staggs

    DIRECTOR OF ACED

    Total calculated
    $153,133
    From this org
    $130,535
    From related orgs
    $0
    Other
    $22,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,535
    Bonus
    $6,000
    Other
    $0
    Deferred
    $5,764
    Nontaxable benefits
    $16,834
    Filer's total
    $153,133
  • Laura Encalade

    CO-PRESIDENT (UNTIL MAY 2022)

    Total calculated
    $123,046
    From this org
    $117,841
    From related orgs
    $0
    Other
    $5,205
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $117,841
    Bonus
    $0
    Other
    $0
    Deferred
    $4,718
    Nontaxable benefits
    $487
    Filer's total
    $123,046

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 5
PER EMPLOYMENT AGREEMENT, ONE OF THE HIGHEST COMPENSATED EMPLOYEES RECEIVES AN INCENTIVE PAYMENT THAT IS A PERCENTAGE OF REVENUE, WHICH IS RECEIVED BY THE ORGANIZATION FOR PARTNERSHIPS BROUGHT WITHIN THE ORGANIZATION.
PART I, LINE 7
SENIOR STAFF PERFORMANCE BONUSES ARE DETERMINED BY THE COMPENSATION COMMITTEE BASED ON PROGRAM OR AREA IMPACT.

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

  • PERRY TOWNSHIP SCHOOLS

    $2,892,748

    IMPROVING EDUCATOR EFFECTIVENESS

  • GOSHEN COMMUNITY SCHOOLS

    $1,219,481

    IMPROVING EDUCATOR EFFECTIVENESS

  • SOMERSET INDEPENDENT SCHOOL DISTRICT

    $849,525

    IMPROVING EDUCATOR EFFECTIVENESS

  • GLADEWATER ISD

    $797,281

    IMPROVING EDUCATOR EFFECTIVENESS

  • CROCKETT ISD

    $601,100

    IMPROVING EDUCATOR EFFECTIVENESS

  • BROWN COUNTY SCHOOLS

    $400,694

    IMPROVING EDUCATOR EFFECTIVENESS

  • ST JOHN THE BAPTIST PARISH SCHOOL BOARD

    $265,103

    IMPROVING EDUCATOR EFFECTIVENESS

  • SLATON ISD

    $191,598

    IMPROVING EDUCATOR EFFECTIVENESS

  • DESOTO PARISH SCHOOL BOARD

    $170,611

    IMPROVING EDUCATOR EFFECTIVENESS

  • ORANGEBURG COUNTY SCHOOL DISTRICT

    $159,055

    IMPROVING EDUCATOR EFFECTIVENESS

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
22 April 2024
IRS schema version
2022v5.0
Source object
202441319349302184

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