Civic Intelligence

The Institute for Excellence In

EIN 38-3635927 • 501(c)3 • Mt Pleasant, MI

View Organization Page

Profile

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.

711 West Pickard StreetMt Pleasant, MI 48858

excellenceined.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.21x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.15x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$370,098

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

32nd percentile

-0.5%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,162,117

Down $31,080 (-0.5%) from 2024

Liabilities

Up

$1,279,658

Up $11,960 (+0.9%) from 2024

Net Assets

Down

$4,882,459

Down $43,040 (-0.9%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin35th percentile

Revenue

Up

$8,817,985

Up $1,033,003 (+13%) from 2024

Expenses

Up

$8,861,025

Up $1,051,528 (+13%) from 2024

Net Income

Down

-$43,040

Down $18,525 (-76%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,220,382Liabilities 2011: $159,912Net Assets 2011: $1,060,4702011Assets 2012: $3,268,668Liabilities 2012: $1,614,713Net Assets 2012: $1,653,9552012Assets 2013: $3,747,627Liabilities 2013: $2,031,663Net Assets 2013: $1,715,9642013Assets 2014: $4,072,675Liabilities 2014: $2,030,139Net Assets 2014: $2,042,5362014Assets 2015: $4,053,498Liabilities 2015: $1,971,776Net Assets 2015: $2,081,7222015Assets 2016: $4,248,374Liabilities 2016: $1,526,680Net Assets 2016: $2,721,6942016Assets 2017: $4,010,060Liabilities 2017: $1,537,294Net Assets 2017: $2,472,7662017Assets 2018: $3,776,052Liabilities 2018: $1,233,803Net Assets 2018: $2,542,2492018Assets 2019: $4,392,525Liabilities 2019: $1,345,854Net Assets 2019: $3,046,6712019Assets 2020: $5,164,275Liabilities 2020: $1,707,393Net Assets 2020: $3,456,8822020Assets 2021: $5,814,186Liabilities 2021: $1,449,010Net Assets 2021: $4,365,1762021Assets 2022: $5,753,281Liabilities 2022: $956,336Net Assets 2022: $4,796,9452022Assets 2023: $6,336,131Liabilities 2023: $1,386,117Net Assets 2023: $4,950,0142023Assets 2024: $6,193,197Liabilities 2024: $1,267,698Net Assets 2024: $4,925,4992024Assets 2025: $6,162,117Liabilities 2025: $1,279,658Net Assets 2025: $4,882,4592025

Highlighted filing

2025

Assets$6,162,117
Liabilities$1,279,658
Net Assets$4,882,459
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $1,037,0742011Expenses 2012: $1,640,1682012Revenue 2013: $4,488,655Expenses 2013: $4,436,959Net Income 2013: $51,6962013Revenue 2014: $5,215,465Expenses 2014: $5,324,452Net Income 2014: -$108,9872014Revenue 2015: $6,252,848Expenses 2015: $6,213,662Net Income 2015: $39,1862015Revenue 2016: $6,376,077Expenses 2016: $5,736,105Net Income 2016: $639,9722016Revenue 2017: $6,062,558Expenses 2017: $6,311,486Net Income 2017: -$248,9282017Revenue 2018: $5,820,479Expenses 2018: $5,750,996Net Income 2018: $69,4832018Revenue 2019: $7,326,904Expenses 2019: $6,822,482Net Income 2019: $504,4222019Revenue 2020: $7,454,930Expenses 2020: $7,044,719Net Income 2020: $410,2112020Revenue 2021: $7,381,179Expenses 2021: $6,472,885Net Income 2021: $908,2942021Revenue 2022: $8,433,384Expenses 2022: $8,001,615Net Income 2022: $431,7692022Revenue 2023: $7,429,164Expenses 2023: $7,276,095Net Income 2023: $153,0692023Revenue 2024: $7,784,982Expenses 2024: $7,809,497Net Income 2024: -$24,5152024Revenue 2025: $8,817,985Expenses 2025: $8,861,025Net Income 2025: -$43,0402025

Highlighted filing

2025

Revenue$8,817,985
Expenses$8,861,025
Net Income-$43,040
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,162,117
Liabilities
$1,279,658
Net assets
$4,882,459
Revenue
$8,817,985
Expenses
$8,861,025
Net income
-$43,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$1.28$4.88$8.82$8.86$0.04
2024Detailed filing. Detailed filing data is available for this year.$6.19$1.27$4.93$7.78$7.81$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$1.39$4.95$7.43$7.28$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.75$0.96$4.80$8.43$8.00$0.43
2021Detailed filing. Detailed filing data is available for this year.$5.81$1.45$4.37$7.38$6.47$0.91
2020Detailed filing. Detailed filing data is available for this year.$5.16$1.71$3.46$7.45$7.04$0.41
2019Detailed filing. Detailed filing data is available for this year.$4.39$1.35$3.05$7.33$6.82$0.50
2018Detailed filing. Detailed filing data is available for this year.$3.78$1.23$2.54$5.82$5.75$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.01$1.54$2.47$6.06$6.31$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.25$1.53$2.72$6.38$5.74$0.64
2015Summary only. Only limited summary data is available for this year.$4.05$1.97$2.08$6.25$6.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.07$2.03$2.04$5.22$5.32$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$2.03$1.72$4.49$4.44$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$1.61$1.65$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.16$1.06$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$8,823,016
Mission and Program Overview

Mission

Through professional development and coaching, iee serves as a catalyst to empower educators to exceed the demands of an ever-evolving education environment in order to meet the unique learning needs of every student.

We aspire to change the arc of education. Our mission is to serve the people and organizations that support and educate students. We offer a diverse array of programs, products and services and use our experience and expertise to connect policy and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$3,475,809$3,352,818▼ $122,991
Savings and Temporary Cash Investments$1,672,378$1,926,659▲ $254,281
Accounts Receivable$437,379$447,406▲ $10,027
Prepaid Expenses and Deferred Charges$215,539$200,009▼ $15,530
Land, Buildings, and Equipment, Net$16,448$37,608▲ $21,160
Inventories for Sale or Use$30,819$29,242▼ $1,577
Cash and Non-Interest-Bearing Accounts$135,621$26,822▼ $108,799
Total Assets$6,193,197$6,162,117▼ $31,080
Other Assets Total$209,204$141,553▼ $67,651
Liabilities
Accounts Payable and Accrued Expenses$859,805$905,133▲ $45,328
Deferred Revenue$196,951$230,366▲ $33,415
Other Liabilities$210,942$144,159▼ $66,783
Total Liabilities$1,267,698$1,279,658▲ $11,960
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,925,499$4,882,459▼ $43,040
Total Net Assets Fund Balance$4,925,499$4,882,459▼ $43,040
Total Liabilities and Net Assets / Fund Balance$6,193,197$6,162,117▼ $31,080

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,608$186,105$223,713
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GoennerPresident/CEOFT$260,326$109,772$370,098
Mary BradleyCOOFT$198,998$76,002$275,000
Mark WeinbergVP for LeadershipFT$152,592$58,312$210,904
Jill UrbanSecretaryFT$112,997$46,059$159,056
Lisa BergmanICAN Director & Leader MentorFT$105,709$52,378$158,087
Alyson MurphyDirector of Partner ServicesFT$119,815$34,593$154,408
Jackie MullikinVP for Fin and AdminFT$94,222$59,401$153,623
Naomi DeVeauxVP Auth & AcctFT$121,351$23,948$145,299
Molly SholtenAsst Dir/Coach SpecFT$119,225$12,148$131,373

Board Members and Trustees

NameTitle
James BarrettBoard Chair
Sheree SpeakmanVice Chair
John EnglerBoard Member
Leonard WolfeBoard Member
Richard BergmannBoard Member
Robert YoungBoard Member
Gerald G PallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Faulkner TechSoftware239 S Cochran Ave, Charlotte, MI 48813$1,232,670
WestEdConsulting730 Harrison St, San Francisco, CA 94107$219,079
Momentum Strategy & ResearchConsultingPO Box 100815, Denver, CO 80250$217,595
Headstream TechnologiesSoftware239 S Cochran Ave, Charlotte, MI 48813$170,000
Stanhope PartnersConsulting45 Greenfiled Ave Apt 31, Saratoga Springs, NY 12866$111,352
Revenue and Support

Revenue Composition

Contributions and Grants
$2,061,655
Program Service Revenue
$6,667,908
Investment Income
$60,812
Other Revenue
$27,610
All Other Contributions
$512,930
Change in Net Assets
$-43,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,817,985
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,817,985
Total Revenue per Form 990
$8,817,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,529,977
Other Expenses$4,331,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,260,780$72,043-$2,332,823
Fees for Services Other$1,403,125$189,887-$1,593,012
Depreciation Depletion$1,331,821$11,600-$1,343,421
Current Officers, Directors, Trustees, and Key Employees$853,019$307,992-$1,161,011
Other Employee Benefits$412,159$88,938-$501,097
Travel$467,120--$467,120
Pension Plan Contributions$239,243$40,697-$279,940
Payroll Taxes$225,748$29,358-$255,106
Office Expenses$192,893$26,182-$219,075
Advertising$208,222--$208,222
Fees for Services Legal$103,013--$103,013
Occupancy$66,736$9,031-$75,767
Insurance$58,010$7,851-$65,861
Information Technology$53,264$7,207-$60,471
Conferences and Meetings$39,957$5,407-$45,364
Fees for Services Accounting-$22,535-$22,535
Other Expenses$106,107$6,720-$6,720
Total Functional Expenses$8,021,217$839,808$0$8,861,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,861,025
Total Expenses per Audited Statements$8,861,025
Total Expenses per Form 990$8,861,025
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease, long term$73,889
Operating lease, current$70,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“New articles of incorporation were filed.”

Form 990, Part VI, Section B, line 11B

“The Form 990 will first be reviewed by the VP of Finance and the President/CEO. Any changes will be completed and then sent to the Institute's Board of Directors for review.”

Form 990, Part VI, Section B, line 12C

“Board members abstain from voting on matters where a conflict of interest exists.”

Form 990, Part VI, Section B, line 15

“The full Board of Directors evaluate the President/CEO. The board members research the pay and benefits of like positions. Based on performance and research the full board approves the compensation. The Chief of Staff drafts employment agreements for each officer and key employee which is then reviewed by the President/CEO and signed by the employee. The contract/rate is reviewed on a regular basis causing increases or decreased in wage.”

Form 990, Part VI, Section C, line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Institute for Excellence in
EIN
38-3635927
Phone
9893173510
Address
711 West Pickard Street, Mt Pleasant, MI 48858
Doing Business As
National Charter Schools Institute and Epicenter

Signing Officer

Name
James Goenner
Title
President/CEO
Phone
9893173510
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Goenner
Formed
2001
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
7
Employees
56
Volunteers
7

Preparer

Firm
Yeo & Yeo Pc
Address
PO Box 248, Alma, MI 48801
Preparer
Ali N Barnes
Phone
9894636108
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Professional Fees for Service: Program service expenses 1,383,872. Management and general expenses 187,281. Fundraising expenses 0. Total expenses 1,571,153. Membership Fees and Dues: Program service expenses 19,253. Management and general expenses 2,606. Fundraising expenses 0. Total expenses 21,859.”

Raw XML AppendixShowing 400 of 674 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0859805
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0905133
IRS990/AccountsReceivableGrp/BOYAmt0437379
IRS990/AccountsReceivableGrp/EOYAmt0447406
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0We aspire to change the arc of education. Our mission is to serve the people and organizations that support and educate students. We offer a diverse array of programs, products and services and use our experience and expertise to connect policy and practice.
IRS990/AdvertisingGrp/ProgramServicesAmt0208222
IRS990/AdvertisingGrp/TotalAmt0208222
IRS990/AllOtherContributionsAmt0512930
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jackie Mullikin
IRS990/BooksInCareOfDetail/PhoneNum09893173510
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0711 West Pickard Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Mt Pleasant
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048858
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0135621
IRS990/CashNonInterestBearingGrp/EOYAmt026822
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0307992
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0853019
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01161011
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05407
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt039957
IRS990/ConferencesMeetingsGrp/TotalAmt045364
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01232670
IRS990/ContractorCompensationGrp/CompensationAmt1219079
IRS990/ContractorCompensationGrp/CompensationAmt2217595
IRS990/ContractorCompensationGrp/CompensationAmt3170000
IRS990/ContractorCompensationGrp/CompensationAmt4111352
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0239 S Cochran Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1730 Harrison St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO Box 100815
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3239 S Cochran Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt445 Greenfiled Ave Apt 31
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Charlotte
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1San Francisco
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Denver
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Charlotte
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Saratoga Springs
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd048813
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194107
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd280250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd348813
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd412866
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Faulkner Tech
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WestEd
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Momentum Strategy & Research
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Headstream Technologies
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Stanhope Partners
IRS990/ContractorCompensationGrp/ServicesDesc0Software
IRS990/ContractorCompensationGrp/ServicesDesc1Consulting
IRS990/ContractorCompensationGrp/ServicesDesc2Consulting
IRS990/ContractorCompensationGrp/ServicesDesc3Software
IRS990/ContractorCompensationGrp/ServicesDesc4Consulting
IRS990/CostOfGoodsSoldAmt01577
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02061655
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt060812
IRS990/CYOtherExpensesAmt04331048
IRS990/CYOtherRevenueAmt027610
IRS990/CYProgramServiceRevenueAmt06667908
IRS990/CYRevenuesLessExpensesAmt0-43040
IRS990/CYSalariesCompEmpBnftPaidAmt04529977
IRS990/CYTotalExpensesAmt08861025
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08817985
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0196951
IRS990/DeferredRevenueGrp/EOYAmt0230366
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011600
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01331821
IRS990/DepreciationDepletionGrp/TotalAmt01343421
IRS990/Desc0Professional 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0National Charter Schools Institute and Epicenter
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt056
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0622981
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022535
IRS990/FeesForServicesAccountingGrp/TotalAmt022535
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0103013
IRS990/FeesForServicesLegalGrp/TotalAmt0103013
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0189887
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01403125
IRS990/FeesForServicesOtherGrp/TotalAmt01593012
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt670203
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt835703
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt950382
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1045288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1144676
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1223948
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1312148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1444128
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1527393
IRS990/Form990PartVIISectionAGrp/PersonNm0Richard Bergmann
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Young
IRS990/Form990PartVIISectionAGrp/PersonNm2Gerald G Pall
IRS990/Form990PartVIISectionAGrp/PersonNm3Sheree Speakman
IRS990/Form990PartVIISectionAGrp/PersonNm4James Barrett
IRS990/Form990PartVIISectionAGrp/PersonNm5John Engler
IRS990/Form990PartVIISectionAGrp/PersonNm6James Goenner
IRS990/Form990PartVIISectionAGrp/PersonNm7Leonard Wolfe
IRS990/Form990PartVIISectionAGrp/PersonNm8Jill Urban
IRS990/Form990PartVIISectionAGrp/PersonNm9Jackie Mullikin
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Bradley
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark Weinberg
IRS990/Form990PartVIISectionAGrp/PersonNm12Naomi DeVeaux
IRS990/Form990PartVIISectionAGrp/PersonNm13Molly Sholten
IRS990/Form990PartVIISectionAGrp/PersonNm14Lisa Bergman
IRS990/Form990PartVIISectionAGrp/PersonNm15Alyson Murphy
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6299895
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8123353
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9103241
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10229712
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11166228
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12121351
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13119225
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14113959
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15127015
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP for Fin and Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP for Leadership
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP Auth & Acct
IRS990/Form990PartVIISectionAGrp/TitleTxt13Asst Dir/Coach Spec
IRS990/Form990PartVIISectionAGrp/TitleTxt14ICAN Director & Leader Mentor
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of Partner Services
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-3454
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt01548725
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08823016
IRS990/GrossSalesOfInventoryAmt04000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07207
IRS990/InformationTechnologyGrp/ProgramServicesAmt053264
IRS990/InformationTechnologyGrp/TotalAmt060471
IRS990/InsuranceGrp/ManagementAndGeneralAmt07851
IRS990/InsuranceGrp/ProgramServicesAmt058010
IRS990/InsuranceGrp/TotalAmt065861
IRS990/IntangibleAssetsGrp/BOYAmt03475809
IRS990/IntangibleAssetsGrp/EOYAmt03352818
IRS990/InventoriesForSaleOrUseGrp/BOYAmt030819
IRS990/InventoriesForSaleOrUseGrp/EOYAmt029242
IRS990/InvestmentIncomeGrp/ExclusionAmt064266
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064266
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0186105
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016448
IRS990/LandBldgEquipBasisNetGrp/EOYAmt037608
IRS990/LandBldgEquipCostOrOtherBssAmt0223713
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03454
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Our 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04925499
IRS990/NetAssetsOrFundBalancesEOYAmt04882459
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3454
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3454
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02423
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02423
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04925499
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04882459
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09031
IRS990/OccupancyGrp/ProgramServicesAmt066736
IRS990/OccupancyGrp/TotalAmt075767
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026182
IRS990/OfficeExpensesGrp/ProgramServicesAmt0192893
IRS990/OfficeExpensesGrp/TotalAmt0219075
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0209204
IRS990/OtherAssetsTotalGrp/EOYAmt0141553
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt088938
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0412159
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0501097
IRS990/OtherExpensesGrp/Desc0Printing, publications,
IRS990/OtherExpensesGrp/Desc1Bad debt expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16720
IRS990/OtherExpensesGrp/ProgramServicesAmt0106107
IRS990/OtherExpensesGrp/TotalAmt0120467
IRS990/OtherExpensesGrp/TotalAmt16720
IRS990/OtherLiabilitiesGrp/BOYAmt0210942
IRS990/OtherLiabilitiesGrp/EOYAmt0144159
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt025187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025187
IRS990/OtherRevenueTotalAmt025187
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt072043
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02260780
IRS990/OtherSalariesAndWagesGrp/TotalAmt02332823
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029358
IRS990/PayrollTaxesGrp/ProgramServicesAmt0225748
IRS990/PayrollTaxesGrp/TotalAmt0255106
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt040697
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0239243
IRS990/PensionPlanContributionsGrp/TotalAmt0279940
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0215539
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0200009
IRS990/PrincipalOfficerNm0James Goenner
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0Service Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06667908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06667908
IRS990/ProgSrvcAccomActy2Grp/Desc0Professional 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02790732
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01517367
IRS990/ProgSrvcAccomActy3Grp/Desc0Epicenter: 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04607504
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04560278
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01973305
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt047346
IRS990/PYOtherExpensesAmt03457681
IRS990/PYOtherRevenueAmt010144
IRS990/PYProgramServiceRevenueAmt05754187
IRS990/PYRevenuesLessExpensesAmt0-24515
IRS990/PYSalariesCompEmpBnftPaidAmt04351816
IRS990/PYTotalExpensesAmt07809497
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07784982
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-43040
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0589232
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01672378
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01926659
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other revenue - 2020 Amount: $ 1,618. 2021 Amount: $ 7,264. 2022 Amount: $ 19,298. 2023 Amount: $ 6,996. 2024 Amount: $ 25,187.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02061655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01973305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01828654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02588639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02326071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010778324
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt064266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt047346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01496

Document Assets

No mirrored PDF or thumbnail assets are attached yet.