Nonprofit · EIN 20-2268389
NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING
Tax-exempt · SCOTTSDALE, AZ 85258
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $32,451,572 | $26,695,309 | $5,756,263 | $60,277,301 | $2,257,543 | $58,019,758 |
| June 30, 2024 | 990 | $33,588,125 | $24,916,717 | $8,671,408 | $53,630,259 | $2,773,445 | $50,856,814 |
| June 30, 2023 | 990 | $32,588,290 | $26,506,610 | $6,081,680 | $43,086,249 | $2,602,894 | $40,483,355 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,628,598
- of which government grants
- $5,478,598
- Program service revenue
- $24,729,671
- Investment income
- $2,060,925
- Other revenue
- $32,378
Expenses
- Grants and similar amounts paid
- $4,413,263
- Compensation of officers, directors and key employees
- $1,819,918
- Other salaries and wages
- $11,621,633
- Salaries, compensation and benefits (total)
- $15,559,503
- Professional fundraising fees
- $0
- Legal fees
- $65,985
- Accounting fees
- $27,567
- Occupancy
- $124,080
- Travel
- $2,325,576
- Depreciation
- $326,796
- Program services (functional)
- $22,863,243
- Management and general (functional)
- $3,823,640
- Fundraising (functional)
- $8,426
Balance sheet and other
- Total assets, start of year
- $53,630,259
- Total assets, end of year
- $60,277,301
- Total liabilities, end of year
- $2,257,543
- Net assets, end of year
- $58,019,758
- Land, buildings and equipment
- $930,285
- Publicly traded securities
- $14,379,958
- Net assets without donor restrictions
- $57,812,618
- Net assets with donor restrictions
- $207,140
- Gross receipts
- $32,451,572
- Employees
- 121
- Volunteers
- 5
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR JOSHUA H BARNETT | CEO Trustee or director, Officer | 40 | $466,250 | $15,211 |
| KRISTAN VAN HOOK | SENIOR VP POLICY Officer | 40 | $269,446 | $26,841 |
| VICKY CONDALARY | SENIOR VP SERVICES AND PARTNERSHIPS Officer | 40 | $231,997 | $18,749 |
| STEPHANIE MOSQUEDA | SENIOR VP STRATEGIC PROJECTS Officer | 40 | $216,261 | $16,758 |
| DR PATRICE PUJOL | SENIOR EXECUTIVE-IN-RESIDENCE Highest-paid employee | 40 | $193,900 | $8,275 |
| DR DAVITA LANCELIN | VP OF SERVICES Highest-paid employee | 40 | $170,240 | $24,278 |
| MOLLY KWAS | CFO Officer | 40 | $170,112 | $20,359 |
| DR TANEE HUDGENS | VP OF RESEARCH AND EVALUATION Highest-paid employee | 40 | $173,405 | $14,436 |
| THERESA HAMILTON | SOUTH CENTRAL REGIONAL DIRECTOR Highest-paid employee | 40 | $146,676 | $813 |
| KEELY POTTER | EAST REGIONAL DIRECTOR Highest-paid employee | 40 | $140,314 | $6,079 |
| DR GARY STARK | VICE CHAIRMAN (UNTIL 12/24)&CHAIRMAN Trustee or director, Officer | 15 | $30,000 | $0 |
| DR JAMES GUTHRIE | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
| DR BRYAN JOHNSON | DIRECTOR (UNTIL 12/24) Trustee or director | 5 | $30,000 | $0 |
| DR WAYNE D LEWIS | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
| DR CANDICE MCQUEEN | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JOHN THEODORE SANDERS | DIRECTOR (UNTIL 09/24) Trustee or director | 5 | $30,000 |
| RAYMOND J SIMON | DIRECTOR Trustee or director | 5 | $30,000 |
| LOWELL MILKEN | CHAIRMAN (UNTIL 12/24)&FOUNDER Trustee or director, Officer | 15 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR JOSHUA H BARNETT | CEO Trustee or director, Officer | 40 | $420,933 | $14,523 |
| KRISTAN VAN HOOK | SENIOR VP POLICY Officer | 40 | $256,319 | $23,833 |
| VICKY CONDALARY | SENIOR VP SERVICES & PARTNERSHIPS Officer | 40 | $222,526 | $16,176 |
| STEPHANIE MOSQUEDA | SENIOR VP STRATEGIC PROJECTS Officer | 40 | $210,432 | $15,830 |
| DR PATRICE PUJOL | SENIOR EXECUTIVE-IN-RESIDENCE Highest-paid employee | 40 | $205,177 | $8,702 |
| MOLLY KWAS | CFO Officer | 40 | $190,982 | $16,948 |
| DR DAVITA LANCELIN | VP SERVICES Highest-paid employee | 40 | $150,977 | $23,424 |
| DR TANEE HUDGENS | VP RESEARCH AND EVALUATION Highest-paid employee | 40 | $155,665 | $13,842 |
| DR AMY WOOTEN | EXEC. DIR. OF HIGHER EDUCATION PARTNERSHP Highest-paid employee | 40 | $145,140 | $14,962 |
| THERESA HAMILTON | SOUTH CENTRAL REGIONAL DIRECTOR Highest-paid employee | 40 | $132,796 | $886 |
| DR GARY STARK | CHAIRMAN (FROM 12/24) Trustee or director, Officer | 5 | $30,000 | $0 |
| DR JAMES GUTHRIE | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
| RAY SIMON | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
| DR WAYNE D LEWIS | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
| DR CANDICE MCQUEEN | DIRECTOR Trustee or director | 5 | $30,000 | $0 |
| DR J TED SANDERS | DIRECTOR (UNTIL 09/24) Trustee or director | 5 | $30,000 | $0 |
| DR BRYAN JOHNSON | DIRECTOR (UNTIL 12/24) Trustee or director | 5 | $30,000 | $0 |
| LOWELL MILKEN | CHAIRMAN (UNTIL 12/24) Trustee or director, Officer | 15 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR JOSHUA H BARNETT | CEO Trustee or director, Officer | 40 | $368,418 | $12,342 |
| DR PATRICE PUJOL | SENIOR EXECUTIVE-IN-RESIDENCE Highest-paid employee | 40 | $259,999 | $10,925 |
| KRISTAN VAN HOOK | SENIOR VP POLICY Officer | 40 | $243,490 | $23,378 |
| VICKY CONDALARY | SENIOR VP SERVICES Officer | 40 | $203,797 | $8,916 |
| STEPHANIE MOSQUEDA | SENIOR VP STRATEGIC PROJECTS Officer | 40 | $196,741 | $13,180 |
| MOLLY KWAS | CFO Officer | 40 | $176,883 | $16,422 |
| REBECCA SARRADET | E.D. OF PROFESSIONAL DEVELOPMENT Highest-paid employee | 40 | $164,980 | $16,970 |
| HANK STAGGS | DIRECTOR OF ACED Highest-paid employee | 40 | $130,535 | $22,598 |
| DR TANEE HUDGENS | VP RESEARCH AND EVALUATION Highest-paid employee | 40 | $135,949 | $13,249 |
| DR AMY WOOTEN | EXECUTIVE DIR. OF EDUCATOR PIPELINE PARTNERSHIPS Highest-paid employee | 40 | $133,574 | $14,528 |
| LAURA ENCALADE | CO-PRESIDENT (UNTIL MAY 2022) Former | 40 | $117,841 | $5,205 |
| DR GARY STARK | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| DR J TED SANDERS | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| DR JAMES GUTHRIE | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| RAY SIMON | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| DR BRYAN JOHNSON | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| DR WAYNE D LEWIS | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| DR CANDICE MCQUEEN | DIRECTOR Trustee or director | 5 | $15,000 | $0 |
| LOWELL MILKEN | CHAIRMAN Trustee or director, Officer | 15 | $0 | $0 |
| RALPH FINERMAN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7333 E DOUBLETREE RANCH RD STE 250, SCOTTSDALE, AZ 85258-2023
- In care of
- % GARY STARK
- Principal officer (990 for 2024)
- DR JOSHUA H BARNETT, 7333 EAST DOUBLETREE RANCH ROAD 250, SCOTTSDALE, AZ 85258
- Signed the 990
- DR JOSHUA H BARNETT, CHIEF EXECUTIVE OFFICER
- Phone
- (800) 575-6438
- Website
- WWW.NIET.ORG
- Return prepared by
- GREEN HASSON & JANKS LLP
Mission
BUILDING EDUCATOR EXCELLENCE TO GIVE ALL STUDENTS THE OPPORTUNITY FOR SUCCESS.
Program accomplishments
- NIET PURSUES IMPROVING EDUCATOR EFFECTIVENESS AND THE NATIONAL K-12 EDUCATION SYSTEM THROUGH DESIGNING AND IMPLEMENTING EFFECTIVE, COHESIVE PROFESSIONAL LEARNING SYSTEMS. WE CATEGORIZE OUR WORK INTO FIVE SERVICE AREAS:THE TAP SYSTEM FOR TEACHER AND STUDENT ADVANCEMENT:THE TAP SYSTEM REMAINS NIET'S COMPREHENSIVE APPROACH TO ESTABLISHING SUSTAINED STRUCTURES FOR BUILDING EDUCATOR EXCELLENCE AND INCREASING STUDENT ACHIEVEMENT GROWTH. SINCE ITS INTRODUCTION IN 1999, THE TAP SYSTEM HAS LED TO DRAMATICALLY IMPROVED OUTCOMES FOR STUDENTS AND CHANGED THE TRAJECTORY OF ENTIRE SCHOOLS AND COMMUNITIES. OVER 95 PERCENT OF PARTICIPATING TAP SCHOOLS (SEE SCHEDULE O FOR CONTINUATIONS) ARE HIGH-NEED AND SERVE DIVERSE AREAS - FROM PHOENIX TO RURAL TENNESSEE. THROUGH THE IMPLEMENTATION OF FOUR INTERRELATED KEY ELEMENTS (MENTIONED ABOVE), TEACHERS ARE IMPROVING THEIR INSTRUCTION AND THE ACHIEVEMENT OF THEIR STUDENTS. SCHOOL IMPROVEMENT SOLUTIONS:THE SCHOOL IMPROVEMENT SOLUTIONS MODEL IS ROOTED IN PROVEN PRINCIPLES FROM THE TAP SYSTEM AND AIMS TO CREATE EFFECTIVE STRUCTURES FOR TEACHER LEADERSHIP AND FOSTER AN ENVIRONMENT FOR EDUCATORS AND STUDENTS ALIKE TO EXCEL. IT STARTS WITH A STRENGTHS-BASED NEEDS ASSESSMENT AND IS BUILT AROUND ESTABLISHING FOUR KEY ELEMENTS IN EVERY SCHOOL: INSTRUCTIONAL EXCELLENCE, COLLABORATIVE LEARNING, REFLECTIVE PRACTICES, AND COLLECTIVE LEADERSHIP. BASED ON EACH SCHOOL'S STRENGTHS-BASED NEEDS ASSESSMENT, NIET DESIGNS ITS SUPPORT TO ADDRESS THE AREAS THAT WILL MAXIMIZE AND ACCELERATE IMPROVEMENT AND BUILD FOUNDATIONAL SYSTEMS FOR SUCCESS.RUBRIC AND OBSERVATION SYSTEMS:NIET'S TEACHING AND LEARNING STANDARDS RUBRIC, PRINCIPAL STANDARDS RUBRIC, AND ASPIRING TEACHER RUBRIC ARE BASED ON NATIONALLY NORMED, RESEARCH-BASED STANDARDS. EACH RUBRIC CLEARLY DEFINES EFFECTIVE TEACHING AND FOSTERS COLLABORATION AROUND A COMMON LANGUAGE AND VISION THAT LEADS TO STUDENT ACHIEVEMENT. THE RUBRICS BRING A COMPREHENSIVE FOCUS ACROSS KEY DOMAINS, INCLUDING: INSTRUCTION, THE LEARNING ENVIRONMENT, DESIGNING AND PLANNING INSTRUCTION, AND PROFESSIONALISM. NIET'S COMPLEMENTARY OBSERVATION SYSTEM PROVIDES SCHOOLS WITH A STRONG, VALID AND RELIABLE INSTRUMENT FOR SEEING HOW TEACHERS AND LEADERS ARE GROWING IN THEIR MASTERY OF THE RUBRICS. THE OBSERVATION SYSTEM IS BASED ON MULTIPLE OBSERVATIONS OF EVERY TEACHER, EVERY YEAR BY MULTIPLE, TRAINED AND CERTIFIED EVALUATORS. ALL OBSERVATIONS ARE FOLLOWED UP WITH A POST-CONFERENCE SESSION BETWEEN THE OBSERVED TEACHER AND THE OBSERVER TO DISCUSS AREAS OF STRENGTH AND REFINEMENT WITH THE SOLE PURPOSE BEING TO HELP THE TEACHER AND LEADER IMPROVE THEIR PRACTICES.THE RUBRIC AND OBSERVATION SYSTEM, IN PARTICULAR, ARE SUPPLEMENTED BY NIET'S EDUCATOR EFFECTIVENESS PREPARATION AND SUPPORT SYSTEM (EE PASS), WHICH INCLUDES HUNDREDS OF HOURS' WORTH OF VIDEOS THAT SHOW EFFECTIVE TEACHING ALONG WITH EVIDENCE AND SCORING AND WHICH ALLOWS FOR ONLINE CERTIFICATION FOR EVALUATORS. EE PASS ALSO INCLUDES A DATA MANAGEMENT SYSTEM THAT PROVIDES REAL-TIME ACCESS TO EVALUATION DATA, WHICH ENABLES LEADERS TO CONNECT OBSERVATION FEEDBACK WITH PROFESSIONAL LEARNING AND ENSURE CONSISTENCY AND RELIABILITY ACROSS OBSERVERS.TEACHER AND LEADER DEVELOPMENT:NIET SUPPORTS TEACHER LEADERSHIP AND PROFESSIONAL LEARNING SYSTEMS THAT CREATE FORMAL STRUCTURES AND GIVE TEACHER LEADERS THE RESPONSIBILITY, ACCOUNTABILITY, AND AUTHORITY TO DRIVE INSTRUCTION. NIET ALSO PROVIDES COACHING AND SUPPORT FOR OTHER KEY ROLES - PARTICULARLY TO EMPOWER PRINCIPALS, DISTRICT, AND OTHER SYSTEM ADMINISTRATORS TO BE INSTRUCTIONAL LEADERS - RECOGNIZING THAT BUILDING DEEP CAPACITY ROOTED IN RICH ACADEMIC PRACTICE IS FOUNDATIONAL TO LONG-TERM SUCCESS. NIET'S WORK IN THIS AREA CONSISTS OF DESIGNING AND SUPPORTING CAREER PATHS AND ADVANCEMENT FOR EDUCATORS AS TEACHER LEADERS, ESTABLISHING SCHOOL-BASED PROFESSIONAL LEARNING SYSTEMS, AND DELIVERING TRAINING AND SUPPORT THAT HELPS SCHOOLS, DISTRICTS, AND STATES PUT TEACHER LEADERSHIP AT THE CENTER OF EFFORTS TO IMPROVE INSTRUCTION AND RETENTION.EDUCATOR PREPARATION PARTNERSHIPS:NIET WORKS HAND IN HAND WITH OVER 100 UNIVERSITIES TO PREPARE A PIPELINE OF THE NEXT GENERATION OF EFFECTIVE EDUCATORS. BY STRENGTHENING THE CONNECTION BETWEEN K-12 AND HIGHER EDUCATION INSTITUTIONS, NIET'S PARTNERSHIPS EFFECTIVELY PREPARE ASPIRING TEACHERS FOR THE EXPECTATIONS OF THE CLASSROOM. SPECIFICALLY, NIET HELPS EDUCATOR PREPARATION PROGRAMS EMBED RESEARCH-BASED, EFFECTIVE PRINCIPLES FROM THE TEACHING AND LEARNING STANDARDS RUBRIC, PRINCIPAL STANDARDS RUBRIC, AND ASPIRING TEACHER RUBRIC INTO COURSEWORK AND CLINICAL PRACTICES. THIS HELPS TEACHER CANDIDATES TO BETTER UNDERSTAND THE COMPONENTS OF EFFECTIVE INSTRUCTION AND BEST PRACTICES. NIET ALSO SUPPORTS TRAINING AND MENTORSHIP FOR COOPERATING TEACHERS WHO ARE PARTNERED WITH TEACHING CANDIDATES IN A RESIDENCY OR STUDENT TEACHING EXPERIENCE, WHICH HELPS ASPIRING AND ALL TEACHERS RECEIVE COACHING AND FEEDBACK TO BE MORE EFFECTIVE.Expenses $22,863,243 · grants $4,413,263 · revenue $24,729,671
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2268389
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B192)
- Assets (IRS master file)
- $60,277,301
- Income (IRS master file)
- $32,451,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $32,451,572 | $26,695,309 | $60,277,301 | IRS |
| 990 | June 2024 | $33,588,125 | $24,916,717 | $53,630,259 | IRS |
| 990 | June 2023 | $32,588,290 | $26,506,610 | $43,086,249 | XML |
| 990 | June 2022 | $32,366,225 | $29,032,340 | $36,544,716 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2268389).
Questions about NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING
- What is the EIN of NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING?
- The employer identification number (EIN) of NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING is 20-2268389.
- Is NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING?
- The 990 for the year ended June 30, 2025 names DR JOSHUA H BARNETT.
- Who are the officers and directors of NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING?
- The 990 for the year ended June 30, 2025 lists 18 people; 17 received compensation from the organization, the highest $466,250 (DR JOSHUA H BARNETT, CEO).
- How much revenue does NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $32,451,572, expenses of $26,695,309 and total assets of $60,277,301 at year end.
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