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THE INSTITUTE FOR EXCELLENCE IN EDUCATION

EIN 38-3635927 MT PLEASANT, MI

Revenue 2024
$8,817,985
Expenses 2024
$8,861,025

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B02
Classification
2000
Street
711 W PICKARD ST STE M

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

Our mission is to inspire, equip and support the people and organizations who elevate and educate students. We offer professional development and coaching for teachers, along with a range of professional consulting services and software solutions for schools, governing boards, and authorizing agencies.

Activities or mission (Part I)

We aspire to change the arc of education. Our mission is to serve the people and organizations that support and educate students. We offer a diverse array of programs, products and services and use our experience and expertise to connect policy and practice.

  • Professional Services for School Boards: The Institute provides services to school boards such as board training, board consulting and board policies and procedures. Our board policy service equips boards with the development and upkeep of their policies and ensures they comply with state and federal statutes and regulations.

    Expenses $622,981 · Revenue $589,232

  • Professional Services for Schools, Educators, and Authorizers: The Institute provides an array of coaching and consulting services to inspire, equip and support schools, educators and authorizers to embrace their responsibilities, strengthen their capacity, and improve their impact. The Institute provides customized coaching and professional development for teachers and school administrators aligned with the principles and practices associated with Cognitive Coaching and the Adaptive Schools model.

    Expenses $2,790,732 · Revenue $1,517,367

  • Epicenter: The Institute provides a web-based SaaS platform called Epicenter. It equips clients to grow and expand their organizational capacity via a common calendaring system and workflow engine that ensures people and organizations know what is expected of them and can fulfill their responsibilities in an efficient and effective manner.

    Expenses $4,607,504 · Revenue $4,560,278

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Richard Bergmann

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robert Young

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gerald G Pall

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Sheree Speakman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • James Barrett

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • John Engler

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • James Goenner

    President/CEO

    Total calculated
    $370,098
    From this org
    $299,895
    From related orgs
    $0
    Other
    $70,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,326
    Bonus
    $39,569
    Other
    $0
    Deferred
    $30,884
    Nontaxable benefits
    $39,319
    Filer's total
    $370,098

  • Leonard Wolfe

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jill Urban

    Secretary

    Total calculated
    $159,056
    From this org
    $123,353
    From related orgs
    $0
    Other
    $35,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,997
    Bonus
    $10,356
    Other
    $0
    Deferred
    $12,782
    Nontaxable benefits
    $22,921
    Filer's total
    $159,056

  • Jackie Mullikin

    VP for Fin and Admin

    Total calculated
    $153,623
    From this org
    $103,241
    From related orgs
    $0
    Other
    $50,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $94,222
    Bonus
    $9,019
    Other
    $0
    Deferred
    $11,132
    Nontaxable benefits
    $39,250
    Filer's total
    $153,623

  • Mary Bradley

    COO

    Total calculated
    $275,000
    From this org
    $229,712
    From related orgs
    $0
    Other
    $45,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,998
    Bonus
    $30,714
    Other
    $0
    Deferred
    $23,262
    Nontaxable benefits
    $22,026
    Filer's total
    $275,000

  • Mark Weinberg

    VP for Leadership

    Total calculated
    $210,904
    From this org
    $166,228
    From related orgs
    $0
    Other
    $44,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,592
    Bonus
    $13,636
    Other
    $0
    Deferred
    $16,830
    Nontaxable benefits
    $27,846
    Filer's total
    $210,904

  • Naomi DeVeaux

    VP Auth & Acct

    Total calculated
    $145,299
    From this org
    $121,351
    From related orgs
    $0
    Other
    $23,948
    Hours/week
    40

  • Molly Sholten

    Asst Dir/Coach Spec

    Total calculated
    $131,373
    From this org
    $119,225
    From related orgs
    $0
    Other
    $12,148
    Hours/week
    40

  • Lisa Bergman

    ICAN Director & Leader Mentor

    Total calculated
    $158,087
    From this org
    $113,959
    From related orgs
    $0
    Other
    $44,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,709
    Bonus
    $8,250
    Other
    $0
    Deferred
    $12,304
    Nontaxable benefits
    $31,824
    Filer's total
    $158,087

  • Alyson Murphy

    Director of Partner Services

    Total calculated
    $154,408
    From this org
    $127,015
    From related orgs
    $0
    Other
    $27,393
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,815
    Bonus
    $7,200
    Other
    $0
    Deferred
    $12,969
    Nontaxable benefits
    $14,424
    Filer's total
    $154,408

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $8,817,985
    Expenses
    $8,861,025
    Contributions
    $2,061,655
    Grants paid
    $0
  • 2023
    Revenue
    $7,784,982
    Expenses
    $7,809,497
    Contributions
    $1,973,305
    Grants paid
    $0
  • 2022
    Revenue
    $7,429,164
    Expenses
    $7,276,095
    Contributions
    $1,828,654
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $8,433,384
    Expenses
    $8,001,615
    Assets (EOY)
    $5,753,281

  • 2020 · 990

    Revenue
    $7,381,179
    Expenses
    $6,472,885
    Assets (EOY)
    $5,814,186

  • 2019 · 990

    Revenue
    $7,454,930
    Expenses
    $7,044,719
    Assets (EOY)
    $5,164,275

  • 2018 · 990

    Revenue
    $7,326,904
    Expenses
    $6,822,482
    Assets (EOY)
    $4,392,525

  • 2017 · 990

    Revenue
    $5,820,479
    Expenses
    $5,750,996
    Assets (EOY)
    $3,776,052

  • 2016 · 990

    Revenue
    $6,062,558
    Expenses
    $6,311,486
    Assets (EOY)
    $4,010,060

  • 2015 · 990

    Revenue
    $6,376,077
    Expenses
    $5,736,105
    Assets (EOY)
    $4,248,374

  • 2013 · 990

    Revenue
    $5,215,465
    Expenses
    $5,324,452
    Assets (EOY)
    $4,072,675

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $4,436,959
    Assets (EOY)
    $3,747,627

  • 2011 · 990

    Revenue
    not reported
    Expenses
    $1,640,168
    Assets (EOY)
    $3,268,668

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.