Nonprofit · EIN 38-3635927
THE INSTITUTE FOR EXCELLENCE IN EDUCATION
Tax-exempt · MT PLEASANT, MI 48858
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,817,985 | $8,861,025 | -$43,040 | $6,162,117 | $1,279,658 | $4,882,459 |
| June 30, 2024 | 990 | $7,784,982 | $7,809,497 | -$24,515 | $6,193,197 | $1,267,698 | $4,925,499 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,061,655
- of which government grants
- $1,548,725
- Program service revenue
- $6,667,908
- Investment income
- $60,812
- Net gain from sales of assets
- -$3,454
- Net income from sales of inventory
- $2,423
- Other revenue
- $27,610
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,161,011
- Other salaries and wages
- $2,332,823
- Salaries, compensation and benefits (total)
- $4,529,977
- Professional fundraising fees
- $0
- Legal fees
- $103,013
- Accounting fees
- $22,535
- Occupancy
- $75,767
- Travel
- $467,120
- Depreciation
- $1,343,421
- Program services (functional)
- $8,021,217
- Management and general (functional)
- $839,808
Balance sheet and other
- Total assets, start of year
- $6,193,197
- Total assets, end of year
- $6,162,117
- Total liabilities, end of year
- $1,279,658
- Net assets, end of year
- $4,882,459
- Land, buildings and equipment
- $37,608
- Net assets without donor restrictions
- $4,882,459
- Gross receipts
- $8,823,016
- Employees
- 56
- Volunteers
- 7
- Year formed
- 2001
- State of legal domicile
- MI
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 |
|---|---|---|---|---|
| James Goenner | President/CEO Trustee or director, Officer | 40 | $299,895 | $70,203 |
| Mary Bradley | COO Key employee | 40 | $229,712 | $45,288 |
| Mark Weinberg | VP for Leadership Key employee | 40 | $166,228 | $44,676 |
| Jill Urban | Secretary Officer | 40 | $123,353 | $35,703 |
| Lisa Bergman | ICAN Director & Leader Mentor Highest-paid employee | 40 | $113,959 | $44,128 |
| Alyson Murphy | Director of Partner Services Highest-paid employee | 40 | $127,015 | $27,393 |
| Jackie Mullikin | VP for Fin and Admin Officer | 40 | $103,241 | $50,382 |
| Naomi DeVeaux | VP Auth & Acct Highest-paid employee | 40 | $121,351 | $23,948 |
| Molly Sholten | Asst Dir/Coach Spec Highest-paid employee | 40 | $119,225 | $12,148 |
| Richard Bergmann | Board Member Trustee or director | 1 | $0 | $0 |
| Robert Young | Board Member Trustee or director | 1 | $0 | $0 |
| Gerald G Pall | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sheree Speakman | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| James Barrett | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| John Engler | Board Member Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leonard Wolfe | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES GOENNER | PRESIDENT/CE Trustee or director, Officer | 40 | $288,582 | $61,121 |
| MARY BRADLEY | COO Key employee | 40 | $215,098 | $44,910 |
| NAOMI DEVEAUX | VP AUTH & AC Key employee | 40 | $210,233 | $43,359 |
| MARK WEINBERG | VP FOR LEADE Key employee | 40 | $161,328 | $39,255 |
| WENDY LARVICK | DIRECTOR OF Highest-paid employee | 40 | $129,097 | $36,496 |
| JILL URBAN | SECRETARY Officer | 40 | $119,774 | $31,602 |
| JACKIE MULLIKIN | VP FOR FIN A Officer | 40 | $100,848 | $44,644 |
| MOLLY SHOLTEN | ASST DIR/COA Highest-paid employee | 40 | $105,358 | $10,770 |
| RICHARD BERGMANN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GERALD G PALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SHEREE SPEAKMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES BARRETT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CAROLYN MCKANDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN ENGLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 711 W PICKARD ST STE M, MT PLEASANT, MI 48858-1587
- In care of
- % JAMES GOENNER
- Principal officer (990 for 2024)
- James Goenner, 711 West Pickard Street, Mt Pleasant, MI 48858
- Signed the 990
- James Goenner, President/CEO
- Phone
- (989) 317-3510
- Website
- https://excellenceined.org
- Return prepared by
- YEO & YEO PC
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.
Program accomplishments
- Professional Services for School Boards: The Institute provides services to school boards such as board training, board consulting and board policies and procedures. Our board policy service equips boards with the development and upkeep of their policies and ensures they comply with state and federal statutes and regulations.Expenses $622,981 · revenue $589,232
- 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.Expenses $2,790,732 · revenue $1,517,367
- Epicenter: The Institute provides a web-based SaaS platform called Epicenter. It equips clients to grow and expand their organizational capacity via a common calendaring system and workflow engine that ensures people and organizations know what is expected of them and can fulfill their responsibilities in an efficient and effective manner.Expenses $4,607,504 · revenue $4,560,278
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
- 38-3635927
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B02)
- Assets (IRS master file)
- $6,162,117
- Income (IRS master file)
- $8,823,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,817,985 | $8,861,025 | $6,162,117 | XML |
| 990 | June 2024 | $7,784,982 | $7,809,497 | $6,193,197 | XML |
| 990 | June 2023 | $7,429,164 | $7,276,095 | $6,336,131 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 38-3635927).
Questions about THE INSTITUTE FOR EXCELLENCE IN EDUCATION
- What is the EIN of THE INSTITUTE FOR EXCELLENCE IN EDUCATION?
- The employer identification number (EIN) of THE INSTITUTE FOR EXCELLENCE IN EDUCATION is 38-3635927.
- Is THE INSTITUTE FOR EXCELLENCE IN EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE INSTITUTE FOR EXCELLENCE IN EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE INSTITUTE FOR EXCELLENCE IN 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 THE INSTITUTE FOR EXCELLENCE IN 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 THE INSTITUTE FOR EXCELLENCE IN 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 THE INSTITUTE FOR EXCELLENCE IN EDUCATION?
- The 990 for the year ended June 30, 2025 names James Goenner.
- Who are the officers and directors of THE INSTITUTE FOR EXCELLENCE IN EDUCATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 9 received compensation from the organization, the highest $299,895 (James Goenner, President/CEO).
- How much revenue does THE INSTITUTE FOR EXCELLENCE IN EDUCATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,817,985, expenses of $8,861,025 and total assets of $6,162,117 at year end.
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