THE INSTITUTE FOR EXCELLENCE IN EDUCATION Charity Report

Public IRS 990 nonprofit record

THE INSTITUTE FOR EXCELLENCE IN EDUCATION

EIN 38-3635927 · Management & Technical Assistance - Education (B02)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders16 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

90.96%of revenue went to mission work90.5% of expenses · Program services

$100.49spent for every $100 of revenueSpending was higher than revenue this year.

9.52%of revenue went to management and office costs9.5% of expenses

$0.70in assets for every $1 spent this yearSome assets cannot be spent right away.

23.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $43,040 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $370,098 for JAMES GOENNER (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,817,985

Mission workProgram services$8,021,21790.96% of revenue90.5% of expenses

ManagementOffice and general costs$839,8089.52% of revenue9.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$8,861,025100.49% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.5% mission · 9.5% management · 0.0% fundraisingTotal expenses: 100.49% of revenue

2023Expense mix: 89.0% mission · 11.0% management · 0.0% fundraisingTotal expenses: 100.31% of revenue

2022Expense mix: 87.9% mission · 12.1% management · 0.0% fundraisingTotal expenses: 97.94% of revenue

2021Expense mix: 89.3% mission · 10.7% management · 0.0% fundraisingTotal expenses: 94.88% of revenue

2020Expense mix: 87.4% mission · 12.6% management · 0.0% fundraisingTotal expenses: 87.69% of revenue

2019Expense mix: 84.3% mission · 15.7% management · 0.0% fundraisingTotal expenses: 94.50% of revenue

2018Expense mix: 87.4% mission · 12.6% management · 0.0% fundraisingTotal expenses: 93.12% of revenue

2017Expense mix: 86.1% mission · 13.9% management · 0.0% fundraisingTotal expenses: 98.81% of revenue

Money in and money out

Revenue$8,817,985

Expenses$8,861,025

Annual shortfall $43,040 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,021,217 · 90.5% of expenses

Management and office costs$839,808 · 9.5% of expenses

See all reported dollar amounts

Revenue$8,817,985

Expenses$8,861,025

Assets$6,162,117

Income$8,823,016

Contributions$2,061,655

Mission work (program services)$8,021,217

Management and general$839,808

Accounting fees$22,535

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAMES GOENNERPRESIDENT/CEO · 40 hrs/week $370,098Base $299,895 · Other $70,203

MARY BRADLEYCOO · 40 hrs/week $275,000Base $229,712 · Other $45,288

MARK WEINBERGVP FOR LEADERSHIP · 40 hrs/week $210,904Base $166,228 · Other $44,676

JILL URBANSECRETARY · 40 hrs/week $159,056Base $123,353 · Other $35,703

LISA BERGMANICAN DIRECTOR & LEADER MENTOR · 40 hrs/week $158,087Base $113,959 · Other $44,128

ALYSON MURPHYDIRECTOR OF PARTNER SERVICES · 40 hrs/week $154,408Base $127,015 · Other $27,393

JACKIE MULLIKINVP FOR FIN AND ADMIN · 40 hrs/week $153,623Base $103,241 · Other $50,382

NAOMI DEVEAUXVP AUTH & ACCT · 40 hrs/week $145,299Base $121,351 · Other $23,948

MOLLY SHOLTENASST DIR/COACH SPEC · 40 hrs/week $131,373Base $119,225 · Other $12,148

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (16)

JAMES GOENNERPRESIDENT/CEO

MARY BRADLEYCOO

MARK WEINBERGVP FOR LEADERSHIP

JILL URBANSECRETARY

LISA BERGMANICAN DIRECTOR & LEADER MENTOR

ALYSON MURPHYDIRECTOR OF PARTNER SERVICES

JACKIE MULLIKINVP FOR FIN AND ADMIN

NAOMI DEVEAUXVP AUTH & ACCT

MOLLY SHOLTENASST DIR/COACH SPEC

GERALD G PALLTREASURER

JAMES BARRETTBOARD CHAIR

JOHN ENGLERBOARD MEMBER

LEONARD WOLFEBOARD MEMBER

RICHARD BERGMANNBOARD MEMBER

ROBERT YOUNGBOARD MEMBER

SHEREE SPEAKMANVICE CHAIR

About this charity

Recognized since: January 2002
Location: 711 W PICKARD ST STE M, MT PLEASANT, MI 48858-1587
County: Isabella
In care of: % JAMES GOENNER
Primary officer: James Goenner, President/CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@excellenceined.org Phone(989) 317-3510

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: YEO & YEO PC
NTEE classification: Management & Technical Assistance - Education (B02)
IRS tax category: Management & Technical Assistance