THE INSTITUTE FOR EXCELLENCE IN ED… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

JAMES GOENNER

Phone

9893173510

Tax Period

2023-07-01 to 2024-06-30

THE INSTITUTE FOR EXCELLENCE IN EDUCATION, founded in 2001, is a community nonprofit in the Education sector that reported $7.8M in total revenue in fiscal year 2023.

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.

Program Service Accomplishments

Program 1

Expenses: $698,458 Revenue: $578,080

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.

Program 2

Expenses: $1,564,870 Revenue: $1,295,168

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.

Program 3

Expenses: $4,689,095 Revenue: $3,880,939

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...

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.

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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 $1,973,305

Program Service Revenue $5,754,187

Investment Income $47,346

Other Revenue $10,144

TOTAL REVENUE $7,784,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,351,816

Fundraising Expenses $0

Program Expenses $6,952,423

Other Expenses $3,457,681

TOTAL EXPENSES $7,809,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,784,982	$7,429,164	+0.0%
Expenses	$7,809,497	$7,276,095	+0.1%
Net Income	$-24,515	$153,069	-1.2%

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

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

$646,571

Total Directors

$349,703

Key Employees

$714,183

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BERGMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD G PALL	TREASURER	1.00	Officer Director	$0	$0	$0
SHEREE SPEAKMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES BARRETT	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CAROLYN MCKANDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ENGLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL URBAN	SECRETARY	40.00	Officer	$119,774	$31,602	$151,376
JAMES GOENNER	PRESIDENT/CE	40.00	Officer Director	$288,582	$61,121	$349,703
JACKIE MULLIKIN	VP FOR FIN A	40.00	Officer	$100,848	$44,644	$145,492
MARY BRADLEY	COO	40.00	Key Emp	$215,098	$44,910	$260,008
MARK WEINBERG	VP FOR LEADE	40.00	Key Emp	$161,328	$39,255	$200,583
NAOMI DEVEAUX	VP AUTH & AC	40.00	Key Emp	$210,233	$43,359	$253,592
WENDY LARVICK	DIRECTOR OF	40.00	Highest	$129,097	$36,496	$165,593
MOLLY SHOLTEN	ASST DIR/COA	40.00	Highest	$105,358	$10,770	$116,128

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	$7,784,982	$7,809,497	$6,193,197	$-24,515
2023	$7,429,164	$7,276,095	$6,336,131	$153,069
2022	$8,433,384	$8,001,615	$5,753,281	$431,769
2021	$7,381,179	$6,472,885	$5,814,186	$908,294
2020	$7,454,930	$7,044,719	$5,164,275	$410,211
2019	$7,326,904	$6,822,482	$4,392,525	$504,422

THE INSTITUTE FOR EXCELLENCE IN EDUCATION