Nonprofit · EIN 95-2773236
INSTITUTE FOR EFFECTIVE EDUCATION
Tax-exempt · SAN DIEGO, CA 92108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $10,717,628 | $18,460,762 | -$7,743,134 | $47,500,795 | $17,623,242 | $29,877,553 |
| August 31, 2024 | 990 | $16,752,433 | $16,115,856 | $636,577 | $34,089,585 | $3,737,519 | $30,352,066 |
| August 31, 2023 | 990 | $14,244,675 | $14,482,334 | -$237,659 | $32,533,388 | $3,946,163 | $28,587,225 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $31,216
- Program service revenue
- $17,688,855
- Investment income
- -$7,123,823
- Net rental income
- $82,905
- Net gain from sales of assets
- -$7,539,610
- Other revenue
- $121,380
Expenses
- Grants and similar amounts paid
- $224,263
- Compensation of officers, directors and key employees
- $260,501
- Other salaries and wages
- $11,583,269
- Salaries, compensation and benefits (total)
- $14,331,255
- Professional fundraising fees
- $0
- Legal fees
- $415,204
- Accounting fees
- $25,900
- Occupancy
- $862,657
- Depreciation
- $600,712
- Program services (functional)
- $16,472,413
- Management and general (functional)
- $1,988,349
Balance sheet and other
- Total assets, start of year
- $34,089,585
- Total assets, end of year
- $47,500,795
- Total liabilities, end of year
- $17,623,242
- Net assets, end of year
- $29,877,553
- Land, buildings and equipment
- $35,165,142
- Publicly traded securities
- $4,006,545
- Net assets without donor restrictions
- $29,399,598
- Net assets with donor restrictions
- $477,955
- Gross unrelated business income
- $82,905
- Gross receipts
- $32,624,181
- Employees
- 296
- Volunteers
- 20
- Year formed
- 1972
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HILLARY WHITESIDE | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $231,258 | $16,224 |
| PATRICIA ELAINE DART | DIRECTOR OF HUMAN RESOURCE Highest-paid employee | 40 | $140,131 | $5,773 |
| JEREMY ATKINSON | CONTROLLER Highest-paid employee | 40 | $123,196 | $3,060 |
| JENNIFER SWOPE | SCHOOL DIRECTOR Highest-paid employee | 40 | $117,925 | $5,771 |
| THOMAS REASONER | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $117,677 | $5,040 |
| CARMEN AVILA-BOMAR | OT Highest-paid employee | 40 | $117,271 | $4,178 |
| GOLDEN KING | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DALEY SANDRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SIEGEL JONATHAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WARDLE KATHARINE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GOLDEN MARGARET | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HILLARY WHITESIDE | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $190,765 | $8,643 |
| CARMEN AVILA-BOMAR | OT Highest-paid employee | 40 | $110,933 | $7,801 |
| PATRICIA ELAINE DART | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $109,810 | $8,602 |
| ALICIA RITTER | SCHOOL DIRECTOR Highest-paid employee | 40 | $105,958 | $10,927 |
| JENNIFER SWOPE | SCHOOL DIRECTOR Highest-paid employee | 40 | $110,460 | $5,478 |
| JEREMY ATKINSON | CONTROLLER Highest-paid employee | 40 | $100,591 | $4,114 |
| KING GOLDEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SANDRA DALEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN SIEGEL | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KATHARINE WARDLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARGARET GOLDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HILLARY WHITESIDE | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $202,667 | $9,126 |
| ALICIA RITTER | SCHOOL DIRECTOR Highest-paid employee | 40 | $120,590 | $7,751 |
| JENNIFER SWOPE | SCHOOL DIRECTOR Highest-paid employee | 40 | $119,676 | $1,792 |
| THOMAS REASONER | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $104,501 | $7,172 |
| SHERYL BOBROFF | SCHOOL DIRECTOR Highest-paid employee | 40 | $101,688 | $8,889 |
| PATRICIA ELAINE DART | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $107,878 | $1,000 |
| CARMEN AVILA-BOMAR | OT Highest-paid employee | 40 | $105,333 | $1,306 |
| MICHAEL COLLINS | SCHOOL DIRECTOR Highest-paid employee | 40 | $100,333 | $1,717 |
| KING GOLDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE LUIS ALVARADO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA DALEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN SIEGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHARINE WARDLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2255 CAMINO DEL RIO S, SAN DIEGO, CA 92108-3605
- In care of
- % TRISH DART
- Principal officer (990 for 2024)
- HILLARY WHITESIDE, 2255 CAMINO DEL RIO SOUTH, SAN DIEGO, CA 92108
- Signed the 990
- HILLARY WHITESIDE, EXECUTIVE DIRECTOR
- Phone
- (619) 243-1325
- Website
- HTTPS://WWW.TIEE.ORG/
- Return prepared by
- HASKELL & WHITE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2773236 or by the name INSTITUTE FOR EFFECTIVE 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
TO PROVIDE PROGRAMS FOR CHILDREN AND ADOLESCENTS WITH LEARNINGDISABILITIES INCLUDING SMALL SOCIALIZATION GROUPS FOR YOUNG ADULTS.
Program accomplishments
- EDUCATION OF LEARNING DISABLED.Expenses $16,472,413 · grants $224,263 · revenue $17,688,855
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 95-2773236
- 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
- 1973
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B280)
- Assets (IRS master file)
- $47,500,795
- Income (IRS master file)
- $32,624,181
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $10,717,628 | $18,460,762 | $47,500,795 | XML |
| 990 | August 2024 | $16,752,433 | $16,115,856 | $34,089,585 | IRS |
| 990 | August 2023 | $14,244,675 | $14,482,334 | $32,533,388 | XML |
| 990 | August 2022 | $13,571,236 | $13,216,369 | $28,974,081 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 95-2773236).
Questions about INSTITUTE FOR EFFECTIVE EDUCATION
- What is the EIN of INSTITUTE FOR EFFECTIVE EDUCATION?
- The employer identification number (EIN) of INSTITUTE FOR EFFECTIVE EDUCATION is 95-2773236.
- Is INSTITUTE FOR EFFECTIVE EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to INSTITUTE FOR EFFECTIVE EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR EFFECTIVE 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 FOR EFFECTIVE EDUCATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE FOR EFFECTIVE EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of INSTITUTE FOR EFFECTIVE EDUCATION?
- The 990 for the year ended August 31, 2025 names HILLARY WHITESIDE.
- Who are the officers and directors of INSTITUTE FOR EFFECTIVE EDUCATION?
- The 990 for the year ended August 31, 2025 lists 11 people; 6 received compensation from the organization, the highest $231,258 (HILLARY WHITESIDE, EXECUTIVE DIRECTOR).
- How much revenue does INSTITUTE FOR EFFECTIVE EDUCATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $10,717,628, expenses of $18,460,762 and total assets of $47,500,795 at year end.
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