NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING (EIN 202268389) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

DR JOSHUA H BARNETT

Phone

8005756438

Tax Period

2023-07-01 to 2024-06-30

NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $33.6M in total revenue in fiscal year 2023. The organization ran a surplus of $8.7M, a strong 26% operating margin.

Mission

BUILDING EDUCATOR EXCELLENCE TO GIVE ALL STUDENTS THE OPPORTUNITY FOR SUCCESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,260,336

Program Service Revenue $26,121,841

Investment Income $1,184,436

Other Revenue $21,512

TOTAL REVENUE $33,588,125

Expense Breakdown

Grants Paid $4,507,285

Salaries & Benefits $14,272,917

Fundraising Expenses $4,243

Program Expenses $21,435,269

Other Expenses $6,136,515

TOTAL EXPENSES $24,916,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,588,125	$32,588,290	+0.0%
Expenses	$24,916,717	$26,506,613	-0.1%
Net Income	$8,671,408	$6,081,677	+0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

115

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,418,502

Total Directors

$645,456

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JOSHUA H BARNETT	CEO	40.00	Officer Director	$420,933	$14,523	$435,456
DR GARY STARK	CHAIRMAN (FROM 12/24)	5.00	Officer Director	$30,000	$0	$30,000
LOWELL MILKEN	CHAIRMAN (UNTIL 12/24)	15.00	Officer Director	$0	$0	$0
DR JAMES GUTHRIE	DIRECTOR	5.00	Director	$30,000	$0	$30,000
RAY SIMON	DIRECTOR	5.00	Director	$30,000	$0	$30,000
DR WAYNE D LEWIS	DIRECTOR	5.00	Director	$30,000	$0	$30,000
DR CANDICE MCQUEEN	DIRECTOR	5.00	Director	$30,000	$0	$30,000
DR J TED SANDERS	DIRECTOR (UNTIL 09/24)	5.00	Director	$30,000	$0	$30,000
DR BRYAN JOHNSON	DIRECTOR (UNTIL 12/24)	5.00	Director	$30,000	$0	$30,000
KRISTAN VAN HOOK	SENIOR VP POLICY	40.00	Officer	$256,319	$23,833	$280,152
VICKY CONDALARY	SENIOR VP SERVICES & PARTNERSHIPS	40.00	Officer	$222,526	$16,176	$238,702
STEPHANIE MOSQUEDA	SENIOR VP STRATEGIC PROJECTS	40.00	Officer	$210,432	$15,830	$226,262
MOLLY KWAS	CFO	40.00	Officer	$190,982	$16,948	$207,930
DR TANEE HUDGENS	VP RESEARCH AND EVALUATION	40.00	Highest	$155,665	$13,842	$169,507
DR PATRICE PUJOL	SENIOR EXECUTIVE-IN-RESIDENCE	40.00	Highest	$205,177	$8,702	$213,879
DR DAVITA LANCELIN	VP SERVICES	40.00	Highest	$150,977	$23,424	$174,401
DR AMY WOOTEN	EXEC. DIR. OF HIGHER EDUCATION PARTNERSHP	40.00	Highest	$145,140	$14,962	$160,102
THERESA HAMILTON	SOUTH CENTRAL REGIONAL DIRECTOR	40.00	Highest	$132,796	$886	$133,682

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$33,588,125	$24,916,717	$53,630,259	$8,671,408
2023	$32,588,290	$26,506,610	$43,086,249	$6,081,680
2022	$32,366,225	$29,032,340	$36,544,716	$3,333,885
2021	$30,387,286	$22,960,937	$34,287,957	$7,426,349
2020	$19,592,938	$17,709,538	$27,203,788	$1,883,400
2019	$23,151,670	$21,888,176	$26,014,077	$1,263,494
2018	$27,866,371	$24,298,060	$26,554,255	$3,568,311

NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING