Nonprofit · EIN 23-7112922
INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION
Tax-exempt · ALAMEDA, CA 94501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,314,745 | $4,595,157 | $719,588 | $3,139,965 | $547,896 | $2,592,069 |
| June 30, 2024 | 990 | $4,232,610 | $3,811,440 | $421,170 | $2,596,690 | $724,209 | $1,872,481 |
| June 30, 2023 | 990 | $3,123,430 | $3,302,915 | -$179,485 | $1,616,657 | $165,346 | $1,451,311 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $171,857
- of which government grants
- $104,488
- Program service revenue
- $5,130,959
- Investment income
- $10,400
- Other revenue
- $1,529
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $433,862
- Other salaries and wages
- $2,643,132
- Salaries, compensation and benefits (total)
- $3,593,665
- Professional fundraising fees
- $0
- Legal fees
- $15,400
- Accounting fees
- $52,751
- Occupancy
- $307,504
- Travel
- $7,414
- Depreciation
- $58,538
- Program services (functional)
- $3,918,741
- Management and general (functional)
- $676,416
Balance sheet and other
- Total assets, start of year
- $2,596,690
- Total assets, end of year
- $3,139,965
- Total liabilities, end of year
- $547,896
- Net assets, end of year
- $2,592,069
- Land, buildings and equipment
- $93,674
- Net assets without donor restrictions
- $2,592,069
- Gross receipts
- $5,314,745
- Employees
- 47
- Volunteers
- 6
- Year formed
- 1971
- 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 |
|---|---|---|---|---|
| ESTHER COHEN | EXECUTIVE DIRECTOR Officer | 40 | $152,065 | $9,022 |
| MARYANN PEARSON | EDUCATION SPECIALIST Trustee or director | 41.2 | $114,212 | $13,204 |
| ALLAN CHATMAN | PRINCIPAL Trustee or director | 41.2 | $110,035 | $13,689 |
| MEILEI WONG | BUSINESS MANAGER Highest-paid employee | 40 | $119,503 | $0 |
| DONN MERRIAM | PRESIDENT Trustee or director, Officer | 3.5 | $0 | $0 |
| SABRINA SMITH | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TAKA YOKOYAMA | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| LIANA GROSSMAN | SECRETARY Trustee or director, Officer | 1.2 | $0 | $0 |
| MAR ORTMANN | PARENT REPRESENTATIVE Trustee or director | 1.2 | $0 | $0 |
| ELIZABETH ISONO | TRUSTEE Trustee or director | 1.2 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ESTHER COHEN | EXECUTIVE DIRECTOR Officer | 40 | $125,707 | $1,747 |
| ALLAN CHATMAN | PRINCIPAL Trustee or director | 41.2 | $108,024 | $13,689 |
| MARYANN PEARSON | EDUCATION SPECIALIST Trustee or director | 41.2 | $102,874 | $13,689 |
| MEILEI WONG | BUSINESS MANAGER Highest-paid employee | 40 | $113,272 | $0 |
| DONN MERRIAM | PRESIDENT Trustee or director, Officer | 3.5 | $0 | $0 |
| SABRINA SMITH | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TAKA YOKOYAMA | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| LIANA GROSSMAN | SECRETARY Trustee or director, Officer | 1.2 | $0 | $0 |
| MAR ORTMANN | PARENT REPRESENTATIVE Trustee or director | 1.2 | $0 | $0 |
| ELIZABETH ISONO | TRUSTEE Trustee or director | 1.2 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLAN CHATMAN | PRINCIPAL Trustee or director, Officer | 41.2 | $99,708 | $12,628 |
| MEILEI WONG | BUSINESS MANAGER Highest-paid employee | 40 | $102,393 | $422 |
| ESTHER COHEN | EXECUTIVE DIRECTOR Officer | 40 | $71,729 | $0 |
| DONN MERRIAM | PRESIDENT Trustee or director, Officer | 3.5 | $0 | $0 |
| LIANA GROSSMAN | BOARD SECRETARY Trustee or director, Officer | 1.2 | $0 | $0 |
| TAKA YOKOYAMA | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| COURTNEY GRODEN | CO-TREASURER (LEFT 1/2023) Trustee or director, Officer | 2.5 | $0 | $0 |
| ALISON FINGERUT | TRUSTEE (LEFT 8/2022) Trustee or director | 1.2 | $0 | $0 |
| ELIZABETH ISONO | TRUSTEE Trustee or director | 1.2 | $0 | $0 |
| MAR ORTMANN | TRUSTEE Trustee or director | 1.2 | $0 | $0 |
| SABRINA SMITH | TRUSTEE Trustee or director | 1.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1910 CENTRAL AVE, ALAMEDA, CA 94501-2623
- Principal officer (990 for 2024)
- ESTHER COHEN, 1910 CENTRAL AVE, ALAMEDA, CA 94501
- Signed the 990
- ESTHER COHEN, EXECUTIVE DIRECTOR
- Phone
- (510) 769-7100
- Website
- WWW.THEPHILLIPSACADEMY.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7112922 or by the name INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PHILLIPS ACADEMY'S MISSION IS TO PROVIDE A PERSONALIZED EDUCATIONAL EXPERIENCE FOR STUDENTS WITH DIVERSE AND COMPLEX LEARNING AND EMOTIONAL STYLES, BY ADDRESSING THE NEEDS OF THE WHOLE CHILD. UPON COMPLETION OF OUR PROGRAM, (CONTINUED ON SCHEDULE O)STUDENTS ARE PREPARED TO SUCCESSFULLY TRANSITION TO MORE INDEPENDENT LEARNING ENVIRONMENTS AND TO A VARIETY OF POST-SECONDARY EDUCATIONAL AND VOCATIONAL OPPORTUNITIES.
Program accomplishments
- THE PHILLIPS ACADEMY (TPA) OFFERS INSTRUCTION THAT IS ALIGNED WITH THE COMMON CORE STANDARDS, USING A BLENDED LEARNING MODEL, TO ALLOW FOR THE GREATEST DEGREE OF PERSONALIZATION AND DIFFERENTIATION OF LEARNING. STUDENTS RECEIVE SPECIALIZED SERVICES INCLUDING SPEECH AND LANGUAGE THERAPY, OCCUPATIONAL THERAPY, AND ASSISTIVE TECHNOLOGY, AS NEEDED. HIGH SCHOOL STUDENTS WORK IN THE COMMUNITY WITH A JOB COACH, ACCESS COMMUNITY COLLEGE CLASSES WITH SUPPORT, AND RECEIVE VOCATIONAL AND TRANSITION SERVICES TO PREPARE THEM FOR POST-SECONDARY LIFE. STUDENTS' SOCIAL-EMOTIONAL DEVELOPMENT IS SUPPORTED BY THE PROVISION OF MENTAL HEALTH SERVICES, COMMUNITY BUILDING ACTIVITIES, RESTORATIVE JUSTICE PRACTICES, (CONTINUED ON SCHEDULE O)AND ENGAGEMENT IN AN EDUCATIONAL PROGRAM THAT FOSTERS THE DEVELOPMENT OF SOCIAL-EMOTIONAL LEARNING. EXECUTIVE FUNCTIONS ARE ADDRESSED IN THE DESIGN AND IMPLEMENTATION OF INSTRUCTION AND IN THE COACHING AND STRATEGIES PROVIDED TO STUDENTS. IN ADDITION, THE SPORTS AND ELECTIVES PROGRAMS PROVIDE STUDENTS WITH PHYSICAL AND ARTISTIC OUTLETS AND DEVELOPMENT.A NUMBER OF MIDDLE SCHOOL AND HIGH STUDENTS MAKE SUFFICIENT GAINS TO RETURN TO A MORE MAINSTREAM EDUCATIONAL SETTING. THOSE WHO GRADUATE FROM TPA COMPLETE EITHER THE DIPLOMA TRACK, WHICH PREPARES THEM FOR FURTHER EDUCATION AT A COMMUNITY COLLEGE OR ENTRY INTO THE WORK FORCE, OR THE VOCATIONAL HIGH SCHOOL TRACK, WHICH CULMINATES IN A CERTIFICATE OF COMPLETION WITH ADDITIONAL DISTRICT SUPPORT UNTIL THE AGE OF 22.Expenses $3,918,741 · revenue $5,132,488
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
- 23-7112922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $3,139,965
- Income (IRS master file)
- $5,314,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,314,745 | $4,595,157 | $3,139,965 | XML |
| 990 | June 2024 | $4,232,610 | $3,811,440 | $2,596,690 | XML |
| 990 | June 2023 | $3,123,430 | $3,302,915 | $1,616,657 | XML |
| 990 | June 2022 | $3,142,980 | $3,248,874 | $1,802,579 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 23-7112922).
Questions about INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION
- What is the EIN of INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION?
- The employer identification number (EIN) of INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION is 23-7112922.
- Is INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION 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 INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION 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 INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION 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 INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION?
- The 990 for the year ended June 30, 2025 names ESTHER COHEN.
- Who are the officers and directors of INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 4 received compensation from the organization, the highest $152,065 (ESTHER COHEN, EXECUTIVE DIRECTOR).
- How much revenue does INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,314,745, expenses of $4,595,157 and total assets of $3,139,965 at year end.
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