The Institute for Excellence in Education
Nonprofit profile at a glance
- EIN
- 383635927
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Mt Pleasant, MI, USA
- Phone
- 9893173510
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Management & Technical Assistance
Reported finances
- Revenue
- $8,817,985
- Expenses
- $8,861,025
- Assets
- $6,162,117
- Liabilities
- $1,279,658
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- James Goenner (President/CEO)
Highest reported compensation
- James Goenner (President/CEO): $370,098 total reported compensation
- Mary Bradley (COO): $275,000 total reported compensation
- Mark Weinberg (VP for Leadership): $210,904 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Earned-program. 76% of the money available for current operations came from fees and other program revenue.
- 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 total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 81
- Transparency & Controls: 84
- Accountability: 88
- Sustainability: 29
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 91%; rating input score 91
- Program expense ratio: 90.5%; rating input score 91
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 87.5%; rating input score 88; 19th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.5%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 0.7; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: 0.21; rating input score 43; 43rd percentile among comparable filings
- Officer compensation ratio: 19.8%; rating input score 12; 12th percentile among comparable filings
Growth
- Program expense growth: 4.5% per year; rating input score 100; 37th percentile among comparable filings
- Revenue growth: 7.1% per year; rating input score 100; 55th percentile among comparable filings
- Asset growth: 6.3% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 91% of revenue deployed · 90.5% of spending went to programs
- Governance: 7 of 8 board members independent · 8 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $8M in reported program spending
- Leadership: top reported pay $370K · 16 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $2M reported
- Consistency: 32 of 32 current checks pass
- Schedules: 5 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 9 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.
- Moderate — Sustainability: Operating margin scored 31/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.
- Review — Accountability: Governance controls: Form 990 shared with the board not reported.
- High — Sustainability: Officer compensation ratio scored 12/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 43/100.