Form 990 for tax year 2023
Filed by INSTITUTE FOR EXCEPTIONAL CARE.
Totals
- Total revenue
- $1,250,463
- Total expenses
- $1,834,419
- Contributions and grants received
- $916,996
- Grants paid
- $0
- Program service revenue
- $325,500
- Investment income
- $7,967
- Other revenue
- $0
- Total assets, end of year
- $1,057,300
- Total liabilities, end of year
- $262,660
- Net assets or fund balances, end of year
- $794,640
- Program services expenses (Part IX)
- $1,234,551
- Management and general expenses
- $271,041
- Fundraising expenses
- $328,827
- Program service expenses (Part III)
- $1,234,551
Program services were 67.3% 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.
-
1f · All other contributions, gifts and grants
$916,996
-
2a · Program service revenue: Program Service Revenue
total $325,500 · related or exempt $325,500
-
3 · Investment income
total $7,967 · excluded $7,967
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $371,453 · program services $230,099 · management and general $45,846 · fundraising $95,508
-
7 · Other salaries and wages
total $578,104 · program services $358,112 · management and general $71,351 · fundraising $148,641
-
8 · Pension plan contributions
total $36,377 · program services $22,534 · management and general $4,490 · fundraising $9,353
-
9 · Other employee benefits
total $25,191 · program services $15,605 · management and general $3,109 · fundraising $6,477
-
10 · Payroll taxes
total $70,713 · program services $43,803 · management and general $8,728 · fundraising $18,182
-
11c · Fees: accounting
total $10,175 · program services $8,195 · management and general $1,980
-
11g · Fees: other
total $623,383 · program services $502,104 · management and general $121,279
-
13 · Office expenses
total $2,453 · program services $1,486 · management and general $350 · fundraising $617
-
14 · Information technology
total $35,269 · program services $9,380 · management and general $1,866 · fundraising $24,023
-
17 · Travel
total $58,891 · program services $40,996 · management and general $68 · fundraising $17,827
-
23 · Insurance
total $9,858 · management and general $9,858
-
24a · Other expenses: State Registrations
total $12,502 · program services $2,187 · management and general $2,116 · fundraising $8,199
-
24b · Other expenses: Dues and Subscriptions
total $50 · program services $50
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $706,951 · end of year $432,490
-
3 · Pledges and grants receivable
beginning of year $835,031 · end of year $608,356
-
9 · Prepaid expenses and deferred charges
beginning of year $10,234 · end of year $16,454
-
17 · Accounts payable and accrued expenses
beginning of year $173,620 · end of year $262,660
-
27 · Net assets without donor restrictions
beginning of year $543,565 · end of year $186,284
-
28 · Net assets with donor restrictions
beginning of year $835,031 · end of year $608,356
Mission and programs · 2023
Mission
Transforming healthcare for people with intellectual and developmental disabilities, so they can thrive.
-
Thought Leadership: Institute for Exceptional Care (IEC) chaired the Planning Committee for a public workshop of the National Academy of Science, Engineering, and Medicine, on the policy, clinical, and business actions needed to build an integrated system of care for people with intellectual and/or developmental disabilities (I/DD). The workshop featured over 30 stakeholders and experts in the field, addressing the critical topics of better coordination of support services across clinical and home- and community-based sectors, improving the cultural and technical preparedness of the general clinical workforce to care for people with I/DD, and improving financing and payment to sustain effective care models. IEC also:Led the design of all disability-related discussions at a national health equity conference with over 9,000 attendees from across the fields of clinical care and health policy. Produced an analysis of federal policy options to improve mental health outcomes for people with I/DD.Co-chaired other workshops and publications from the National Academy of Medicine on policy and programmatic options for improving the health of communities, particularly for vulnerable populations including people with I/DD. Research and Analysis:IEC sponsored three critical analyses to support the design of better care systems for people with I/DD: (1) Case studies of financing and payment innovations across the United States; (2) reviews of the strengths and weaknesses of current approaches to coordination between clinical and non-clinical service sectors, identification of 13 key coordination functions, and the design of an alternative framework for coordination that specifies which stakeholders should be responsible for which functions; and (3) review of current methods for risk stratification and producing a conceptual framework for predicting the types and levels of clinical and non-clinical services that a person with I/DD will need, in order to support better budgeting, financing, and payment. Education:IEC sponsored a webinar for a community of students, alumni, and staff at an independent residential school for children with I/DD, on the elements of neurodiverse friendly healthcare. The webinar addressed important physical accommodations in clinical practices, the potential and challenges of telehealth, and suggestions for how people with I/DD and caregivers can advocate for better care.Additional Info:IEC provided thought leadership through multiple speaking engagements to state and federal government agencies, academic institutions, healthcare conferences, webinars, and blogs. Creation of the IDD Advocate Corps, a grass-roots advocacy network of passionate health professionals partnering with community members with lived experience of IDD. The Corps began planning its approach to governance, training, research and education, and making change in specific sectors of healthcare, beginning with healthcare delivery organizations. Additional Info:-Completed first phase of IIDDEAL project to define what health outcomes matter most to people with IDD-Convened the IIDDEAL Consensus Working Group in-person to develop national goals for improving health outcomes that matter-Held a Policy Summit on IIDDEAL findings-Completed first phase of technical design of the Always Uniquely Me app-Completed drafting the National Roadmap for Disability Inclusive Healthcare
Expenses $1,234,551 · Revenue $325,500
As filed on the 2023 return.
Listed in Part VII
-
Hoangmai Pham
President
- Total calculated
- $272,109
- From this org
- $255,906
- From related orgs
- $0
- Other
- $16,203
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $255,906
- Bonus
- not reported
- Other
- not reported
- Deferred
- $16,042
- Nontaxable benefits
- $161
- Filer's total
- $272,109
-
May-Lynn Andersen
Director of Partnerships
- Total calculated
- $176,855
- From this org
- $156,324
- From related orgs
- $0
- Other
- $20,531
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,324
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,920
- Nontaxable benefits
- $10,611
- Filer's total
- $176,855
-
Lauren Erickson
Policy Director
- Total calculated
- $156,805
- From this org
- $156,644
- From related orgs
- $0
- Other
- $161
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,644
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $161
- Filer's total
- $156,805
-
John Stowe
Chief Operating Officer
- Total calculated
- $122,908
- From this org
- $115,547
- From related orgs
- $0
- Other
- $7,361
- Hours/week
- 30
-
Margaret Nygren
Finance Chair
- Total calculated
- $0
- Hours/week
- 1
-
Richard Gilfillan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cathy Farmer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Staci Alexander
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dena Gassner
Education Co-Chair
- Total calculated
- $0
- Hours/week
- 1
-
Vish Sankaran
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cuong Do
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Julia Bascom
Director
- Total calculated
- $0
- Hours/week
- 1
-
James Perrin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chester Finn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Morenike Giwa Onaiwu
Education Co-Chair
- Total calculated
- $0
- Hours/week
- 1
-
Bob Galvin
Development Chair
- Total calculated
- $0
- Hours/week
- 1
-
Merrill Friedman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bernard Rosof
Chair
- Total calculated
- $0
- Hours/week
- 2
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 · Form 990 of other organizations
- 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
- 2023
- Filed
- 27 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432719349300008
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