NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING

EIN: 202268389 501(c)(3) Education

SCOTTSDALE, AZ

Total Revenue
$33,588,125
Total Expenses
$24,916,717
Total Assets
$53,630,259
Net Assets
$50,856,814
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1
Expenses: $21,435,269 Revenue: $26,121,841

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...

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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.

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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%)

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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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Governance

Voting Members
9
Independent Members
8
Employees
115
Volunteers
5

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
7
$1,418,502
Total Directors
9
$645,456
Key Employees
0
$0
Highest Compensated
5
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
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