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← INSTITUTE FOR EXCEPTIONAL CARE

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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