Institute for Exceptional Care

EIN: 851278444 501(c)(3) Medical Research

Washington, DC

Total Revenue
$1,250,463
Total Expenses
$1,834,419
Total Assets
$1,057,300
Net Assets
$794,640
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
DC
Principal Officer
Hoangmai Pham
Tax Period
2023-01-01 to 2023-12-31

Institute for Exceptional Care, founded in 2020, is a community nonprofit in the Medical Research sector that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 47% operating deficit.

Mission

Transforming healthcare for people with intellectual and developmental disabilities, so they can thrive.

Program Service Accomplishments

Program 1
Expenses: $1,234,551 Revenue: $325,500

Thought Leadership: Institute for Exceptional Care (IEC) chaired the Planning Committee for a public workshop of the National Academy of Science, Engineering, and Medicine, on the policy, clinical...

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Thought Leadership: Institute for Exceptional Care (IEC) chaired the Planning Committee for a public workshop of the National Academy of Science, Engineering, and Medicine, on the policy, clinical, and business actions needed to build an integrated system of care for people with intellectual and/or developmental disabilities (I/DD). The workshop featured over 30 stakeholders and experts in the field, addressing the critical topics of better coordination of support services across clinical and home- and community-based sectors, improving the cultural and technical preparedness of the general clinical workforce to care for people with I/DD, and improving financing and payment to sustain effective care models. IEC also:Led the design of all disability-related discussions at a national health equity conference with over 9,000 attendees from across the fields of clinical care and health policy. Produced an analysis of federal policy options to improve mental health outcomes for people with I/DD.Co-chaired other workshops and publications from the National Academy of Medicine on policy and programmatic options for improving the health of communities, particularly for vulnerable populations including people with I/DD. Research and Analysis:IEC sponsored three critical analyses to support the design of better care systems for people with I/DD: (1) Case studies of financing and payment innovations across the United States; (2) reviews of the strengths and weaknesses of current approaches to coordination between clinical and non-clinical service sectors, identification of 13 key coordination functions, and the design of an alternative framework for coordination that specifies which stakeholders should be responsible for which functions; and (3) review of current methods for risk stratification and producing a conceptual framework for predicting the types and levels of clinical and non-clinical services that a person with I/DD will need, in order to support better budgeting, financing, and payment. Education:IEC sponsored a webinar for a community of students, alumni, and staff at an independent residential school for children with I/DD, on the elements of neurodiverse friendly healthcare. The webinar addressed important physical accommodations in clinical practices, the potential and challenges of telehealth, and suggestions for how people with I/DD and caregivers can advocate for better care.Additional Info:IEC provided thought leadership through multiple speaking engagements to state and federal government agencies, academic institutions, healthcare conferences, webinars, and blogs. Creation of the IDD Advocate Corps, a grass-roots advocacy network of passionate health professionals partnering with community members with lived experience of IDD. The Corps began planning its approach to governance, training, research and education, and making change in specific sectors of healthcare, beginning with healthcare delivery organizations. Additional Info:-Completed first phase of IIDDEAL project to define what health outcomes matter most to people with IDD-Convened the IIDDEAL Consensus Working Group in-person to develop national goals for improving health outcomes that matter-Held a Policy Summit on IIDDEAL findings-Completed first phase of technical design of the Always Uniquely Me app-Completed drafting the National Roadmap for Disability Inclusive Healthcare

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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 $916,996
Program Service Revenue $325,500
Investment Income $7,967
Other Revenue $0
TOTAL REVENUE $1,250,463

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,081,838
Fundraising Expenses $328,827
Program Expenses $1,234,551
Other Expenses $752,581
TOTAL EXPENSES $1,834,419

Year-over-Year Comparison

2023 2022 Change
Revenue $1,250,463 $2,236,963 -0.4%
Expenses $1,834,419 $1,054,003 +0.7%
Net Income $-583,956 $1,182,960 -1.5%
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
15
Independent Members
14
Employees
8
Volunteers
21

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
2
$272,109
Total Directors
15
$272,109
Key Employees
1
$122,908
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Hoangmai Pham President 20.00
Officer Director
$255,906 $16,203 $272,109
May-Lynn Andersen Director of Partnerships 40.00
Highest
$156,324 $20,531 $176,855
Lauren Erickson Policy Director 40.00
Highest
$156,644 $161 $156,805
John Stowe Chief Operating Officer 30.00
Key Emp Highest
$115,547 $7,361 $122,908
Margaret Nygren Finance Chair 1.00
Director
$0 $0 $0
Richard Gilfillan Director 1.00
Director
$0 $0 $0
Cathy Farmer Director 1.00
Director
$0 $0 $0
Staci Alexander Director 1.00
Director
$0 $0 $0
Dena Gassner Education Co-Chair 1.00
Director
$0 $0 $0
Vish Sankaran Director 1.00
Director
$0 $0 $0
Cuong Do Vice Chair 1.00
Director
$0 $0 $0
Julia Bascom Director 1.00
Director
$0 $0 $0
James Perrin Director 1.00
Director
$0 $0 $0
Chester Finn Director 1.00
Director
$0 $0 $0
Morenike Giwa Onaiwu Education Co-Chair 1.00
Director
$0 $0 $0
Bob Galvin Development Chair 1.00
Director
$0 $0 $0
Merrill Friedman Director 1.00
Director
$0 $0 $0
Bernard Rosof Chair 2.00
Officer Director
$0 $0 $0
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
2024 No data No data No data No data
2023 $1,250,463 $1,834,419 $1,057,300 $-583,956
2022 $2,236,963 $1,054,003 $1,552,216 $1,182,960
2021 $498,567 $409,727 $265,899 $88,840
2020 $188,470 $79,889 $133,091 $108,581
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