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← NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING

Form 990 for tax year 2023

Filed by NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING.

Totals

Total revenue
$33,588,125
Total expenses
$24,916,717
Contributions and grants received
$6,260,336
Grants paid
$4,507,285
Program service revenue
$26,121,841
Investment income
$1,184,436
Other revenue
$21,512
Total assets, end of year
$53,630,259
Total liabilities, end of year
$2,773,445
Net assets or fund balances, end of year
$50,856,814
Program services expenses (Part IX)
$21,435,269
Management and general expenses
$3,477,205
Fundraising expenses
$4,243
Program service expenses (Part III)
$21,435,269

Program services were 86.0% 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)

    $6,260,336

  • 2a · Program service revenue: PROJECT SERVICE REVENUE

    total $21,623,081 · related or exempt $21,623,081

  • 2b · Program service revenue: REGISTRATION FEES

    total $4,498,760 · related or exempt $4,498,760

  • 3 · Investment income

    total $1,184,436 · excluded $1,184,436

  • 11a · Other revenue: OTHER INCOME

    total $21,512 · excluded $21,512

  • 11e · Other revenue, total

    $21,512

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,507,285 · program services $4,507,285

  • 5 · Compensation of officers, directors and key employees

    total $1,644,528 · program services $1,370,827 · management and general $273,701

  • 7 · Other salaries and wages

    total $10,750,131 · program services $9,814,679 · management and general $935,452

  • 8 · Pension plan contributions

    total $238,594 · program services $217,832 · management and general $20,762

  • 9 · Other employee benefits

    total $782,869 · program services $714,746 · management and general $68,123

  • 10 · Payroll taxes

    total $856,795 · program services $782,239 · management and general $74,556

  • 11b · Fees: legal

    total $31,172 · management and general $31,172

  • 11c · Fees: accounting

    total $24,677 · management and general $24,677

  • 11g · Fees: other

    total $1,007,450 · program services $309,515 · management and general $697,935

  • 13 · Office expenses

    total $278,799 · program services $141,558 · management and general $137,241

  • 14 · Information technology

    total $642,115 · program services $254,337 · management and general $387,778

  • 16 · Occupancy

    total $204,134 · management and general $204,134

  • 17 · Travel

    total $2,033,315 · program services $1,940,284 · management and general $93,031

  • 19 · Conferences, conventions and meetings

    total $1,316,086 · program services $1,310,103 · management and general $5,983

  • 22 · Depreciation, depletion and amortization

    total $328,447 · management and general $328,447

  • 24a · Other expenses: EMPLOYMENT/RECRUITING

    total $91,217 · program services $5,952 · management and general $85,265

  • 24b · Other expenses: SPONSORSHIPS

    total $62,550 · program services $62,550

  • 24c · Other expenses: EDUCATION/TRAINING

    total $11,660 · program services $761 · management and general $10,899

  • 24d · Other expenses: FILING FEES

    total $4,243 · fundraising $4,243

  • 24e · All other expenses

    total $100,650 · program services $2,601 · management and general $98,049

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,224,092 · end of year $7,265,694

  • 2 · Savings and temporary cash investments

    beginning of year $8,270,850 · end of year $18,448,334

  • 3 · Pledges and grants receivable

    beginning of year $789,699 · end of year $1,191,698

  • 4 · Accounts receivable

    beginning of year $3,576,098 · end of year $3,099,506

  • 9 · Prepaid expenses and deferred charges

    beginning of year $336,433 · end of year $323,362

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

    $4,489,682

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

    $3,426,101

  • 10c · Land, buildings and equipment, net

    beginning of year $1,099,310 · end of year $1,063,581

  • 11 · Investments: publicly traded securities

    beginning of year $23,310,623 · end of year $21,899,627

  • 14 · Intangible assets

    beginning of year $445,613 · end of year $266,022

  • 15 · Other assets

    beginning of year $33,531 · end of year $72,435

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,642,472 · end of year $1,900,275

  • 19 · Deferred revenue

    beginning of year $513,106 · end of year $591,836

  • 25 · Other liabilities

    beginning of year $447,316 · end of year $281,334

  • 27 · Net assets without donor restrictions

    beginning of year $39,391,279 · end of year $50,684,594

  • 28 · Net assets with donor restrictions

    beginning of year $1,092,076 · end of year $172,220

Mission and programs · 2023

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, 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 $21,435,269 · Grants $4,507,285 · Revenue $26,121,841

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Joshua H Barnett

    CEO

    Total calculated
    $435,456
    From this org
    $420,933
    From related orgs
    $0
    Other
    $14,523
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,933
    Bonus
    $50,000
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $1,323
    Filer's total
    $435,456
  • Dr Gary Stark

    CHAIRMAN (FROM 12/24)

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Lowell Milken

    CHAIRMAN (UNTIL 12/24)

    Total calculated
    $0
    Hours/week
    15
  • Dr James Guthrie

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Ray Simon

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Wayne D Lewis

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Candice McQueen

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr J Ted Sanders

    DIRECTOR (UNTIL 09/24)

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Dr Bryan Johnson

    DIRECTOR (UNTIL 12/24)

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Kristan Van Hook

    SENIOR VP POLICY

    Total calculated
    $280,152
    From this org
    $256,319
    From related orgs
    $0
    Other
    $23,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,569
    Bonus
    $9,750
    Other
    $0
    Deferred
    $10,538
    Nontaxable benefits
    $13,295
    Filer's total
    $280,152
  • Vicky Condalary

    SENIOR VP SERVICES & PARTNERSHIPS

    Total calculated
    $238,702
    From this org
    $222,526
    From related orgs
    $0
    Other
    $16,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,776
    Bonus
    $15,750
    Other
    $0
    Deferred
    $8,977
    Nontaxable benefits
    $7,199
    Filer's total
    $238,702
  • Stephanie Mosqueda

    SENIOR VP STRATEGIC PROJECTS

    Total calculated
    $226,262
    From this org
    $210,432
    From related orgs
    $0
    Other
    $15,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,682
    Bonus
    $15,750
    Other
    $0
    Deferred
    $3,600
    Nontaxable benefits
    $12,230
    Filer's total
    $226,262
  • Molly Kwas

    CFO

    Total calculated
    $207,930
    From this org
    $190,982
    From related orgs
    $0
    Other
    $16,948
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,232
    Bonus
    $15,750
    Other
    $0
    Deferred
    $7,709
    Nontaxable benefits
    $9,239
    Filer's total
    $207,930
  • Dr Tanee Hudgens

    VP RESEARCH AND EVALUATION

    Total calculated
    $169,507
    From this org
    $155,665
    From related orgs
    $0
    Other
    $13,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,415
    Bonus
    $14,250
    Other
    $0
    Deferred
    $4,724
    Nontaxable benefits
    $9,118
    Filer's total
    $169,507
  • Dr Patrice Pujol

    SENIOR EXECUTIVE-IN-RESIDENCE

    Total calculated
    $213,879
    From this org
    $205,177
    From related orgs
    $0
    Other
    $8,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,477
    Bonus
    $65,700
    Other
    $0
    Deferred
    $8,207
    Nontaxable benefits
    $495
    Filer's total
    $213,879
  • Dr Davita Lancelin

    VP SERVICES

    Total calculated
    $174,401
    From this org
    $150,977
    From related orgs
    $0
    Other
    $23,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,727
    Bonus
    $13,250
    Other
    $0
    Deferred
    $6,596
    Nontaxable benefits
    $16,828
    Filer's total
    $174,401
  • Dr Amy Wooten

    EXEC. DIR. OF HIGHER EDUCATION PARTNERSHP

    Total calculated
    $160,102
    From this org
    $145,140
    From related orgs
    $0
    Other
    $14,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,390
    Bonus
    $9,750
    Other
    $0
    Deferred
    $5,882
    Nontaxable benefits
    $9,080
    Filer's total
    $160,102
  • Theresa Hamilton

    SOUTH CENTRAL REGIONAL DIRECTOR

    Total calculated
    $133,682
    From this org
    $132,796
    From related orgs
    $0
    Other
    $886
    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 · 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
I. PER EMPLOYMENT AGREEMENT, ONE OF THE HIGHEST COMPENSATED EMPLOYEES RECEIVES AN INCENTIVE PAYMENT THAT IS A PERCENTAGE OF THE REVENUE RECEIVED BY THE ORGANIZATION FOR PARTNERSHIPS THAT SHE BRINGS TO 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

  • SOMERSET INDEPENDENT SCHOOL DISTRICT

    $1,326,361

    IMPROVING EDUCATOR EFFECTIVENESS

  • GLADEWATER ISD

    $1,323,262

    IMPROVING EDUCATOR EFFECTIVENESS

  • CROCKETT ISD

    $1,005,261

    IMPROVING EDUCATOR EFFECTIVENESS

  • OSBORN ELEMENTARY

    $331,644

    IMPROVING EDUCATOR EFFECTIVENESS

  • AVONDALE ELEMENTARY SCHOOL DISTRICT NO 44

    $198,307

    IMPROVING EDUCATOR EFFECTIVENESS & CONFERENCE - FOUNDERS AWARDS

  • GADSDEN ELEMENTARY SCHOOL DISTRICT

    $146,326

    IMPROVING EDUCATOR EFFECTIVENESS & CONFERENCE - FOUNDERS AWARDS

  • NORTH DESOTO HIGH SCHOOL

    $50,000

    IMPROVING EDUCATOR EFFECTIVENESS

  • SLATON INDEPENDENT SCHOOL DISTRICT

    $36,500

    IMPROVING EDUCATOR EFFECTIVENESS

  • ORANGEBURG COUNTY SCHOOL DISTRICT

    $29,077

    IMPROVING EDUCATOR EFFECTIVENESS

  • MIAMI UNIFIED SCHOOL DISTRICT

    $16,914

    IMPROVING EDUCATOR EFFECTIVENESS

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

Provenance

Return type
form_990
Tax year
2023
Filed
23 April 2025
IRS schema version
2023v6.0
Source object
202521269349300517

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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