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 BarnettDR 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 StarkDR 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 MilkenLOWELL MILKEN
CHAIRMAN (UNTIL 12/24)
- Total calculated
- $0
- Hours/week
- 15
-
Dr James GuthrieDR JAMES GUTHRIE
DIRECTOR
- Total calculated
- $30,000
- From this org
- $30,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Ray SimonRAY SIMON
DIRECTOR
- Total calculated
- $30,000
- From this org
- $30,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Dr Wayne D LewisDR WAYNE D LEWIS
DIRECTOR
- Total calculated
- $30,000
- From this org
- $30,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Dr Candice McQueenDR CANDICE MCQUEEN
DIRECTOR
- Total calculated
- $30,000
- From this org
- $30,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Dr J Ted SandersDR 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 JohnsonDR 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 HookKRISTAN 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 CondalaryVICKY 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 MosquedaSTEPHANIE 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 KwasMOLLY 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 HudgensDR 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 PujolDR 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 LancelinDR 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 WootenDR 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 HamiltonTHERESA 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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