Roeper Institute
Nonprofit profile at a glance
- EIN
- 383471635
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Bloomfield Hills, MI, USA
- Phone
- 2482037300
- Rating
- 93
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Specialized Education Institutions
Reported finances
- Revenue
- $181,755
- Expenses
- $169,174
- Assets
- $219,295
- Liabilities
- $147,641
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- QIANA LILLARD (PRESIDENT)
- CHRISTOPHER FEDERICO (EXECUTIVE DIRECTOR)
People named in this filing
- QIANA LILLARD (PRESIDENT)
- DANTE D DIXSON (SECRETARY)
- KELLY MARGOT (TREASURER)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Research on and disssemination of gifted education materials.
What it reported doing in 2024
Conduct research, professional development, and other outreach on identifying and serving gifted children for public and private school educators.
Operating model
- Revenue model
- Donor-supported. 76% 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 liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 91
- Transparency & Controls: 100
- Sustainability: 53
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88%; rating input score 88
- Program expense ratio: 94.5%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 6.9%; rating input score 52; 52nd percentile among comparable filings
- Total-asset coverage ratio: 1.3; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: 0.67; rating input score 8; 8th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 14.1% per year; rating input score 100; 69th percentile among comparable filings
- Revenue growth: 10.3% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: 9.3% per year; rating input score 100; 59th percentile among comparable filings
Details
- Where the money goes: 88% of revenue deployed · 94.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $160K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- 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.
- Review — Sustainability: Operating margin scored 52/100.
- High — Sustainability: Liabilities to assets ratio scored 8/100.