Form 990 for tax year 2023

Totals

Total revenue

$2,116,794

Total expenses

$4,211,722

Contributions and grants received

$1,908,614

Grants paid

$0

Program service revenue

$37,000

Investment income

$131,296

Other revenue

$39,884

Total assets, end of year

$10,967,525

Total liabilities, end of year

$485,470

Net assets or fund balances, end of year

$10,482,055

Program services expenses (Part IX)

$2,920,700

Management and general expenses

$1,209,013

Fundraising expenses

$82,009

Program service expenses (Part III)

$2,920,700

Program services were 69.3% 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.

Mission and programs · 2023

• DATA & TRANSPARENCYOUR SYSTEM OF HIGHER EDUCATION IS DATA-RICH BUT INFORMATION-POOR. WE PROMOTE SMART HIGHER EDUCATION DATA USE BY IDENTIFYING TRENDS IN DATA COLLECTION AND REPORTING AT THE FEDERAL, STATE, AND INSTITUTIONAL LEVELS, SUPPORTING A CULTURE OF DATA-USE ON CAMPUSES THROUGH OUR RESEARCH, TRAININGS, AND COMMUNITIES OF PRACTICES, AND CALLING FOR THE MODERNIZATION OF OUR POSTSECONDARY DATA INFRASTRUCTURE. SINCE 2016, IHEP HAS LED THE POSTSECONDARY DATA COLLABORATIVE (POSTSECDATA), A COALITION OF DIVERSE ORGANIZATIONS THAT RECOGNIZE THE POWER OF HIGH-QUALITY DATA TO ENSURE EQUITABLE ACCESS AND SUCCESS IN HIGHER EDUCATION. THE COALITION JOINTLY ADVOCATES FOR THE USE OF HIGH-QUALITY POSTSECONDARY DATA TO PROMOTE STUDENT SUCCESS, INFORM AND EVALUATE POLICY AND INFORM STUDENT CHOICES ABOUT THEIR INVESTMENTS IN HIGHER EDUCATION.

  Expenses $1,542,096 · Revenue $37,000

• STRONG OUTCOMES FOR ALL STUDENTS ALL INSTITUTIONS AND PROGRAMS SHOULD DELIVER VALUE TO STUDENTS. DRAWING FROM OUR POSTSECONDARY VALUE FRAMEWORK, WE EVALUATE NOVEL APPROACHES TO ASSESS THE ECONOMIC RETURNS STUDENTS RECEIVE FOR THEIR POSTSECONDARY INVESTMENT, CONSIDER IMPACT WITH EQUITY IN MIND, AND CULTIVATE SUPPORT FOR COMPREHENSIVE REFORM THAT INCENTIVIZES AND SUPPORTS IMPROVEMENT, ESPECIALLY AMONG PROGRAMS THAT PERSISTENTLY DELIVER A LOW RETURN ON INVESTMENT.

  Expenses $582,674

• EVIDENCE-BASED COMPLETION HIGHER EDUCATION CAN BE A PATHWAY TO ECONOMIC SECURITY, SOCIAL MOBILITY AND SOCIETY-WIDE VALUE IF STUDENTS EARN A DEGREE OR CREDENTIAL. IHEP PROMOTES EVIDENCE-BASED PATHWAYS TO COMPLETION FOR TODAY'S STUDENTS BY IDENTIFYING BARRIERS TO COMPLETION AND DEGREE ATTAINMENT, EXAMINING INNOVATIVE AND EFFECTIVE APPROACHES AT THE INSTITUTIONAL, STATE, AND FEDERAL LEVELS TO PROMOTE COMPLETION, AND WORKING WITH POLICYMAKERS AND PRACTITIONERS TO ADVANCE STRATEGIES AND POLICIES THAT SUPPORT STUDENTS AS THEY COMPLETE THEIR STUDIES. AS CHAMPIONS OF THE FEDERAL POSTSECONDARY STUDENT SUCCESS GRANT PROGRAM, IHEP WORKS TO RAISE AWARENESS AMONG INSTITUTIONS OF THIS CRITICAL FUNDING TO SUPPORT KNOWLEDGE BUILDING AND SCALING OF DATA-DRIVEN STRATEGIES THAT IMPROVE COMPLETION. WE ALSO ADVOCATE FOR FEDERAL AUTHORIZATION AND DEEPENED INVESTMENTS IN THE POSTSECONDARY STUDENT SUCCESS GRANT PROGRAM. THESE EFFORTS ARE INFORMED BY IHEP'S DEGREES WHEN DUE INITIATIVE THAT HELPED NEARLY 200 TWO- AND FOUR-YEAR INSTITUTIONS IN 23 STATES IDENTIFY, REENGAGE AND SUPPORT SOME OF THE 39 MILLION ADULTS WHO HAVE COMPLETED SOME COLLEGE, BUT DID NOT EARN A DEGREE. SIMILARLY, IHEP'S TRANSFER BOOST INITIATIVE AIMED TO IMPROVE OUTCOMES FOR SOME OF THE 69% OF COMMUNITY COLLEGE ENROLLEES WHO DO NOT TRANSFER TO A 4-YEAR INSTITUTION. THE COHORT-BASED INITIATIVE HELPED INSTITUTIONS IN FOUR STATES DEVELOP BACHELOR'S OPPORTUNITY OPTIONS THAT ARE STRAIGHTFORWARD AND TRANSPARENT, ELEVATE TRANSFER COMMITMENTS, AND REACH STUDENTS WITH CLEAR MESSAGING ABOUT AFFORDABLE TRANSFER PATHWAYS.

  Expenses $422,154

• EQUITABLE COLLEGE ADMISSIONS YEARS OF INEQUITABLE ADMISSIONS POLICIES HAVE LEFT BLACK, LATINX, AND AMERICAN INDIAN AND ALASKA NATIVE STUDENTS UNDERREPRESENTED AT THE NATION'S SELECTIVE INSTITUTIONS, AND THE U.S. SUPREME COURT DECISIONS MAKE REVERSING THOSE TRENDS BOTH MORE DIFFICULT AND MORE CRITICAL THAN EVER. WE BUILD FIELD SUPPORT FOR THE POSITIVE IMPACTS OF A DIVERSE CAMPUS TO ENCOURAGE INSTITUTIONS TO IMPLEMENT STRATEGIES THAT WILL INCREASE RACIAL AND SOCIOECONOMIC DIVERSITY. IHEP RESEARCHES RECRUITMENT, ADMISSIONS, AND ENROLLMENT POLICIES AND PRACTICES THAT INEQUITABLY BENEFIT STUDENTS FROM PRIVILEGED BACKGROUNDS, AND THEIR IMPACT ON THE SUCCESS OF STUDENTS OF COLOR AND STUDENTS FROM LOW-INCOME BACKGROUNDS.

  Expenses $259,928

• NEED-BASED AID NEED-BASED AID DOES MORE THAN MAKE COLLEGE MORE AFFORDABLE - IT MAKES COLLEGE POSSIBLE. WE PROMOTE AFFORDABLE POSTSECONDARY EDUCATION FOR TODAY'S STUDENTS BY IDENTIFYING FINANCIAL CHALLENGES, EXAMINING INNOVATIVE APPROACHES TO ADDRESS THEM, CALLING TO PROTECT AND INCREASE NEED-BASED AID AT THE FEDERAL, STATE, AND INSTITUTIONAL LEVELS, AND WORKING WITH POLICYMAKERS AND PRACTITIONERS TO ADVANCE STRATEGIES AND POLICIES THAT PRIORITIZE NEED-BASED INVESTMENT IN STUDENTS. WE FOCUS SQUARELY ON ENHANCING SUPPORT FOR STUDENTS LIVING WITH LOW AND MODERATE INCOMES, INCLUDING THROUGH PELL GRANTS, AND FUNDING TO SUPPORT NON-TUITION COSTS THAT INCLUDE BASIC NEEDS SUCH AS FOOD AND HOUSING.

  Expenses $113,848

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

Listed in Part VII

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

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

12 November 2024

IRS schema version

2023v5.1

Source object

202433179349302673

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

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