Institute for Exceptional Care

Nonprofit profile at a glance

EIN
851278444
IRS 990 coverage
2020–2025
Forms available
Form 990 2025
Location
Washington, DC, USA
Phone
2028439260
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Medical Research N.E.C.

Official website

Reported finances

Revenue
$1,142,043
Expenses
$1,520,739
Assets
$1,811,359
Liabilities
$171,798

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • Hoangmai Pham (President)

Highest reported compensation

  • Lauren Erickson (Policy Director): $145,772 total reported compensation
  • Joshua Jacobs (Operational Consultant): $139,134 total reported compensation
  • Hoangmai Pham (President): $45,732 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2025

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: -Completed development of the Always Uniquely Me App, to help people with IDD and caregivers convey the most important information to clinical teams that dont know them well. -Held two policy summits on health outcome priorities for people with IDD. -Successfully promoted the concept of advanced primary care payment in large Medicare programs. -Provided technical assistance to the Senate for bipartisan legislation on better payment for primary care. -Grew the IDD Advocate Corps to 90 members and formed committees with charters, goals, and training. -Launched an online collaboration portal for the IDD Advocate Corps. Began a story bank. -Created Discourse, a continuing clinical education course on how clinicians can support people with communication disabilities. -Created four printable tools for dental practices to improve communication, accessibility, and patient preparation for dental visits. -Developed an advocacy strategy for the Society of Developmental and Behavioral Pediatrics. -Presented IECs work and approach at numerous conferences and to diverse audiences of clinicians, policy leaders, disability groups, and insurers.

Operating model

Revenue model
Donor-supported. 85% 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. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 92
  • Accountability: 96
  • Sustainability: 21
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.4%; rating input score 88
  • Program expense ratio: 66.2%; rating input score 66
  • Fundraising efficiency: $6.25 raised per $1 spent on fundraising; rating input score 21; 21st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 93.3%; rating input score 93; 27th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -33.2%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 1.19; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 21.7%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 26.1% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 17.8% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 26.6% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 88.4% of revenue deployed · 66.2% of spending went to programs
  • Governance: 14 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1M in reported program spending
  • Leadership: top reported pay $146K · 17 people listed
  • Highest-paid contractors: 1 contractor listed · $123K reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 5 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 21/100.
  • High — Sustainability: Operating margin scored 3/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.