Higher Education Policy Institute
Nonprofit profile at a glance
- EIN
- 770313194
- IRS 990-EZ coverage
- 2012–2018
- Forms available
- Form 990 2014, Form 990-EZ 2018
- Location
- San Jose, CA, USA
- Phone
- 4087923151
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Alliance/Advocacy Organizations
Reported finances
- Revenue
- $2,163
- Expenses
- $137,649
- Assets
- $5,834
- Liabilities
- $3,000
Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- PATRICK M CALLAN (PRESIDENT)
People named in this filing
- ARTURO MADRID (CHAIRMAN)
- PATRICK M CALLAN (PRESIDENT)
- JAMES M FURMAN (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The institute promotes public policies that enhance americans' opportunities to pursue and achieve high-quality education and training beyond high school. The institute prepares action-oriented analyses of pressing policy issues facing the states and the nation regarding opportunity and achievement in higher education including two and four-year, public and private, for-profit and nonprofit institutions. The institute communicates performance results and key findings to the public, to civic, business and higher education policy.
What it reported doing in 2018
Communications - as a catalyst for improving public policythe institute communicates performance results and keyfindings to the public, to civic, business, and highereducation leaders, and to public officials who are poised to improvepublic policies regarding higher education. These communicationspromote discussion and provide alternatives for achieving optimalorganization and operation of higher education. During the the year ended 6/30/19 the institute collaborated with the woodrow wilson foundation higher education fellows. The fellows program is modeled after higher education's associate program. The woodrow wilson program brings fellows together with top thinkers and leaders in policy and practice in higher education.
Operating model
- Revenue model
- Donor-supported. 92% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 91
- Transparency & Controls: 82
- Sustainability: 5
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 75.1%; rating input score 75
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -6,263.8%; rating input score 1; 1st percentile among comparable filings
- Total-asset coverage ratio: 0.04; rating input score 7; 7th percentile among comparable filings
- Liabilities to assets ratio: 0.51; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 21.8%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: 2.4% per year; rating input score 100; 57th percentile among comparable filings
- Revenue growth: -15% per year; rating input score 0; 19th percentile among comparable filings
- Asset growth: -28.4% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 75.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $103K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2012 to 2018
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Sustainability: Operating margin scored 1/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 7/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 7/100.
- High — Sustainability: Liabilities to assets ratio scored 10/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
- High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.