Nonprofit · EIN 80-0025367
JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY
Tax-exempt · CARY, NC 27513
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,293,408 | $11,745,863 | -$2,452,455 | $14,000,897 | $1,576,844 | $12,424,053 |
| June 30, 2024 | 990 | $9,313,236 | $12,133,191 | -$2,819,955 | $16,083,723 | $1,948,593 | $14,135,130 |
| June 30, 2023 | 990 | $18,768,876 | $12,910,497 | $5,858,379 | $18,732,509 | $2,272,730 | $16,459,779 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,900,064
- Program service revenue
- $1,056,942
- Investment income
- $328,975
- Net gain from sales of assets
- $104,795
- Other revenue
- $7,427
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $475,003
- Other salaries and wages
- $4,000,672
- Salaries, compensation and benefits (total)
- $5,381,244
- Professional fundraising fees
- $7,500
- Legal fees
- $23,041
- Accounting fees
- $35,189
- Occupancy
- $427,626
- Travel
- $889,877
- Depreciation
- $29,845
- Program services (functional)
- $10,985,004
- Management and general (functional)
- $517,248
- Fundraising (functional)
- $243,611
Balance sheet and other
- Total assets, start of year
- $16,083,723
- Total assets, end of year
- $14,000,897
- Total liabilities, end of year
- $1,576,844
- Net assets, end of year
- $12,424,053
- Land, buildings and equipment
- $49,267
- Publicly traded securities
- $5,813,929
- Net assets without donor restrictions
- $6,659,219
- Net assets with donor restrictions
- $5,764,834
- Gross receipts
- $9,293,408
- Employees
- 69
- Volunteers
- 24
- Year formed
- 2001
- State of legal domicile
- NC
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 |
|---|---|---|---|---|
| JAVAID SIDDIQI PHD | PRESIDENT AND CEO Trustee or director, Officer | 40 | $503,462 | $34,570 |
| MICHELE JORDAN | VICE PRESIDENT Highest-paid employee | 40 | $196,907 | $13,272 |
| LARA A STEELE | SR DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $125,511 | $15,953 |
| JENNIFER L RUSSELL | DIRECTOR OF NATIONAL PROGRAMS Highest-paid employee | 40 | $127,185 | $4,580 |
| JARVIS LUNDY | DIRECTOR OF EDUCATOR DIVERSITY Highest-paid employee | 40 | $120,032 | $6,802 |
| MORIAH MARTIN | OPERATIONS Highest-paid employee | 40 | $113,690 | $2,900 |
| ARNE DUNCAN | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| THE HONORABLE SUSANA MARTINEZ | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| THE HONORABLE HOWARD N LEE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MIMI CLARKE CORCORAN | CHAIR, AUDIT COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| DR SAMUEL HOUSTON | CHAIR, FINANCE & DEVELOPMENT COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| THE HONORABLE LAURA WORLEY NOVEY | CHAIR, GOVERNANCE COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT EAVES JR | CHAIR, INVESTMENT COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| THE HONORABLE CHRISTOPHER SETON ABE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR ROY BARNES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDY BEST | BOARD MEMBER Trustee or director | 1 | $0 |
| GOVERNOR DON CARCIERI | BOARD MEMBER Trustee or director | 1 | $0 |
| THE HONORABLE JOHN CHIANG | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY COLE | BOARD MEMBER Trustee or director | 1 | $0 |
| THE HONORABLE MITCH DANIELS | BOARD MEMBER Trustee or director | 1 | $0 |
| GOVERNOR JIM DOUGLAS | BOARD MEMBER Trustee or director | 1 | $0 |
| DENISE FORTE | BOARD MEMBER Trustee or director | 1 | $0 |
| NANCY GUTIERREZ PHD | BOARD MEMBER Trustee or director | 1 | $0 |
| J JACKSON JACK HOKE | BOARD MEMBER Trustee or director | 1 | $0 |
| THOMAS LAMBETH | BOARD MEMBER Trustee or director | 1 | $0 |
| THE HONORABLE MICHAEL LEE | BOARD MEMBER Trustee or director | 1 | $0 |
| DR MANOJ MOHONAN | BOARD MEMBER Trustee or director | 1 | $0 |
| THE HONORABLE PEDRO RIVERA | BOARD MEMBER Trustee or director | 1 | $0 |
| THE HONORABLE BOYD K RUTHERFORD | BOARD MEMBER Trustee or director | 1 | $0 |
| PENNY SCHWINN PHD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAVAID SIDDIQI PHD | PRESIDENT & CEO Officer | 40 | $454,632 | $23,131 |
| MICHELE JORDAN | VICE PRESIDENT Highest-paid employee | 40 | $213,300 | $27,200 |
| DANIEL WUORI | SENIOR DIRECTOR OF EARLY L Highest-paid employee | 40 | $142,041 | $8,726 |
| MADELINE SMITH PHD | MANAGING DIRECTOR Highest-paid employee | 40 | $131,090 | $14,871 |
| LARA STEELE | SR. DIRECTOR HUMAN RESOURCES & TALENT MGMT Highest-paid employee | 40 | $107,527 | $14,226 |
| ARNE DUNCAN | CHAIRMAN Trustee or director, Officer | 4 | $0 | $0 |
| GOVERNOR SUSAN MARTINEZ | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| THE HONORABLE HOWARD N LEE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DR SAMUEL HOUSTON | TREASURER, CHAIR, FINANCE & DEVELOPMENT COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| MIMI CLARKE CORCORAN | CHAIR, AUDIT COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| SECRETARY LAURA WORLEY NOVEY | CHAIR, GOVERNANCE COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT EAVES JR | CHAIR, INVESTMENT COMMITTEE Trustee or director, Officer | 2 | $0 | $0 |
| THEHONORABLE CHRISTOPHER SEATON ABE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR ROY BARNES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDY BEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TREASURER JOHN CHIANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR DON CARCIERI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDY COLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR MITCH DANIELS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR JIM DOUGLAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENISE FORTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NANCY GUTIERREZ PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| J JACKSON HOKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SENATOR RACHEL HUNT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THOMAS W LAMBETH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SENATOR MICHAEL LEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR MANOJ MOHONAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SECRETARY PEDRO RIVERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR BOYD K RUTHERFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PENNY SCHWINN PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAVAID SIDDIQI PHD | PRESIDENT & CEO Officer | 40 | $427,373 | $25,466 |
| MICHELE JORDAN | VICE PRESIDENT Highest-paid employee | 40 | $201,137 | $18,117 |
| DANIEL WUORI | SENIOR DIRECTOR OF EARLY L Highest-paid employee | 40 | $147,176 | $12,936 |
| ASHLEE CANTY | DIRECTOR OF EQUITY INITIATIVES Highest-paid employee | 40 | $127,926 | $9,429 |
| ANNIE MCCRAY-GORE | SENIOR DIRECTOR OF FINANCE & OPERATIONS Highest-paid employee | 40 | $135,784 | $935 |
| MADELINE SMITH PHD | MANAGING DIRECTOR Highest-paid employee | 40 | $121,459 | $7,078 |
| SAMUEL HOUSTON | INTERIM CHAIRMAN & TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| THE HONORABLE JOHN CHIANG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THOMAS W LAMBETH | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| THE HONORABLE HOWARD N LEE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GOVERNOR ROY BARNES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDY BEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR DON CARCIERI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDY COLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIMI CLARKE CORCORAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE WALTER DALTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE MITCH DANIELS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GOVERNOR JIM DOUGLAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT EAVES JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOEL FLEISHMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE LAURA WORLEY NOVEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENISE FORTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MAURICE GREEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NANCY GUTIERREZ PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| J JACKSON HOKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT A INGRAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEAN JUDITH KELLY PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE MICHAEL LEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE SUSAN MARTINEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE PEDRO RIVERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| THE HONORABLE JAMIE WOODSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4000 CENTRE GREEN WAY STE 301, CARY, NC 27513-5758
- In care of
- % DIRECTOR OF FINANCE & DEVELOPMENT
- Principal officer (990 for 2024)
- JAVAID E SIDDIQI PHD, 4000 CENTREGREEN WAY 301, CARY, NC 27513
- Signed the 990
- SAMUEL HOUSTON EDD, TREASURER
- Phone
- (984) 377-5200
- Website
- WWW.HUNT-INSTITUTE.ORG
- Return prepared by
- SHARPE PATEL CPA
Mission
TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION.
Program accomplishments
- HUNT-KEAN LEADERSHIP FELLOWS:SENIOR, STATE-LEVEL POLITICAL LEADERS WHO HAVE THE SKILL AND WILL TO BE EFFECTIVE, REFORM-MINDED EDUCATION POLICYMAKERS IN THEIR STATES WITH LEADING MINDS IN EDUCATION, POLICY, AND POLITICS. THE HK FELLOWS CURRICULUM IS DESIGNED TO EQUIP PARTICIPANTS WITH KNOWLEDGE, RELATIONSHIPS, AND INSPIRATION THEY NEED TO ENGAGE IN CRITICAL CONVERSATIONS ABOUT EQUITY AND LEAD ON EDUCATION REFORM IN THEIR CURRENT ROLES AND AS THEY PURSUE HIGHER OFFICE. EACH COHORT INCLUDES AT LEAST 20 HK FELLOWS, WITH EACH REPRESENTING A DIFFERENT STATE AND WITH THE COHORT MAINTAINING A BIPARTISAN BALANCE.Expenses $1,746,349
- STATE ENGAGEMENT:THE INSTITUTE IS CURRENTLY PARTNERING WITH ILLINOIS, MISSOURI, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, AND VIRGINIA TO PROVIDE A SERIES OF PROGRAMMING DESIGNED TO BUILD THE CAPACITY OF STATE LEGISLATORS AS THEY TACKLE THE EDUCATION CHALLENGES FACING THEIR STATES. IN EACH OF ITS PARTNER STATES, THE INSTITUTE HOSTS A STATE LEGISLATORS RETREAT (SLR) AND OFFERS ONGOING LEARNING EXPERIENCES TO LEGISLATORS, SUCH AS ACCESS AND INVITATIONS TO THE INSTITUTE'S NATIONAL PROGRAMMING, VIRTUAL CONVENINGS AND/OR POLICY DISCUSSIONS THAT SUCCESSFULLY CONNECTS A BIPARTISAN GROUP OF POLICYMAKERS WITH KEY NATIONAL EXPERTS IN EDUCATION POLICY.Expenses $1,314,060
- CROSS-STATE TEAM ENGAGEMENT:THE HUNT INSTITUTE CONTINUES TO RECOGNIZE THE VALUE OF FOSTERING BOTH INTER- AND INTRA-STATE LEARNING BY CONVINING STATE TEAMS FROM ACROSS THE COUNTRY TO DISCUSS TOPICS FROM ACROSS THE EDUCATION CONTINUUM. OUR PROGRAM, POLICY AND CONTENT TEAMS HAVE EXPERTISE IN EARLY CHILDHOOD, K12, EDUCATOR WORKFORCE PIPELINES, AND HIGHER EDUCATION. THESE CONVENINGS CAN BE TOPICAL IN NATURE, SUCH AS THE EARLY CHILDHOOD SUMMIT, GOVERNORS ADVISORS RETREATS, HBCU CONVENINGS, ATTAINMENT SUMMITS, LITERACY INITIATIVES OR GEARED TOWARD CONVENING STATE TEAMS INCLUDING GOVERNORS' ADVISORS/POLICY DIRECTORS, STATE CHIEFS, HIGHER EDUCATION REPS, LEGISLATORS, AND OTHERS TO DISCUSS TOPICAL ISSUES ADDRESSING THE FULL EDUCATION CONTINUUM.Expenses $7,924,595 · revenue $1,064,369
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
- 80-0025367
- 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 (B11)
- Assets (IRS master file)
- $14,000,897
- Income (IRS master file)
- $9,293,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,293,408 | $11,745,863 | $14,000,897 | IRS |
| 990 | June 2024 | $9,313,236 | $12,133,191 | $16,083,723 | XML |
| 990 | June 2023 | $18,768,876 | $12,910,497 | $18,732,509 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 80-0025367).
Questions about JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY
- What is the EIN of JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY?
- The employer identification number (EIN) of JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY is 80-0025367.
- Is JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY 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 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY 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 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY 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 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY?
- The 990 for the year ended June 30, 2025 names JAVAID E SIDDIQI PHD.
- Who are the officers and directors of JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY?
- The 990 for the year ended June 30, 2025 lists 30 people; 6 received compensation from the organization, the highest $503,462 (JAVAID SIDDIQI PHD, PRESIDENT AND CEO).
- How much revenue does JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,293,408, expenses of $11,745,863 and total assets of $14,000,897 at year end.
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