Civic Intelligence

The Institute for Excellence in Education

990 • Fiscal year 2017 • EIN 38-3635927

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileEXCELLENCEINED.ORG

View Organization Page

711 West Pickard StreetMT Pleasant, MI 48858

(989) 317-3510

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.38x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.25x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

26th percentile

-4.1%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$275,211

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

14th percentile

-5.6%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-4.9%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$4,010,060

Down $238,314 (-5.6%) from 2016

Net Assets

Down

$2,472,766

Down $248,928 (-9.1%) from 2016

Liabilities

Up

$1,537,294

Up $10,614 (+0.7%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Down

$6,062,558

Down $313,519 (-4.9%) from 2016

Expenses

Up

$6,311,486

Up $575,381 (+10%) from 2016

Net Income

Down

-$248,928

Down $888,900 (-139%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$4,010,060
Liabilities$1,537,294
Net Assets$2,472,766
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,062,558
Expenses$6,311,486
Net Income-$248,928
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$6,065,074
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$2,765,494$2,708,762▼ $56,732
Accounts Receivable$892,688$630,600▼ $262,088
Cash and Non-Interest-Bearing Accounts$312,611$376,544▲ $63,933
Prepaid Expenses and Deferred Charges$94,529$110,128▲ $15,599
Pledges and Grants Receivable$90,910$90,910→ $0
Land, Buildings, and Equipment, Net$75,544$61,894▼ $13,650
Inventories for Sale or Use$16,598$31,222▲ $14,624
Total Assets$4,248,374$4,010,060▼ $238,314
Liabilities
Accounts Payable and Accrued Expenses$559,324$727,340▲ $168,016
Mortgage Notes Payable Secured by Investment Property$843,917$717,433▼ $126,484
Deferred Revenue$123,439$92,521▼ $30,918
Total Liabilities$1,526,680$1,537,294▲ $10,614
Net Assets / Fund Balance
Unrestricted Net Assets$2,721,694$2,472,766▼ $248,928
Total Net Assets Fund Balance$2,721,694$2,472,766▼ $248,928
Total Liabilities and Net Assets / Fund Balance$4,248,374$4,010,060▼ $238,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,794$80,810$113,604
Other Land Buildings$29,100$65,990$95,090
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GoennerPresident/ceFT$231,603$43,608$275,211
James GoennerPresident/CEO-$231,603$43,608$275,211
Sherry LambertsonExecutive DiFT$164,083$16,790$180,873
Sherry LambertsonExecutive Director-$164,083$16,790$180,873
RAY O'LAUGHLINDirectorFT$120,155$31,557$151,712
Darlene ChambersVP for ProgrFT$114,462$24,936$139,398
Don CooperVP for PolicFT$110,154$15,956$126,110

Board Members and Trustees

NameTitle
W Sidney SmithChairman
Sharon WiseVice Chair
CARMEN N'NAMDIBoard Member
Dr George RossBoard Member
James BarrettBoard Member
Kathleen M WilburBoard Member
Richard BergmannBoard Member
Sheree SpeakmanBoard Member
Gerald G PallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Faulkner TechSoftware239 S COCHRAN AVE, Charlotte, MI 48813$553,658
Revenue and Support

Revenue Composition

Contributions and Grants
$803,551
Program Service Revenue
$5,248,242
Investment Income
$0
Other Revenue
$10,765
All Other Contributions
$303,551
Change in Net Assets
$-248,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,062,558
Total Revenue per Audited Statements
$6,062,558
Total Revenue per Form 990
$6,062,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,324,574
Other Expenses$1,986,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,886,829$283,461-$3,170,290
Depreciation Depletion$627,808$131,261-$759,069
Travel$499,410$49,754-$549,164
Current Officers, Directors, Trustees, and Key Employees$409,538$53,977-$463,515
Other Employee Benefits$231,012$48,662-$279,674
Office Expenses$236,209$23,533-$259,742
Payroll Taxes$219,115$29,496-$248,611
Pension Plan Contributions$136,947$25,537-$162,484
Advertising$86,666$8,634-$95,300
Occupancy$84,702$8,438-$93,140
Insurance$57,260$5,705-$62,965
Interest-$39,893-$39,893
Information Technology$30,014$2,990-$33,004
Other Expenses$24,988$2,490-$27,478
Conferences and Meetings$20,051$1,998-$22,049
Fees for Services Legal$14,604$6,001-$20,605
Fees for Services Accounting$2,975$11,900-$14,875
Fees for Services Other$8,756$872-$9,628
Total Functional Expenses$5,576,884$734,602$0$6,311,486

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,311,486
Total Expenses per Audited Statements$6,311,486
Total Expenses per Form 990$6,311,486
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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, Page 6, Part VI, Line 11B

“The form 990 will first be reviewed by the director of administration and the financial manager. Then the form 990 will be reviewed by the president/ceo.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“The board of directors elects a committee to evaluate the ceo. The committee members research the pay and benefits of like positions. Based on performance and research they recommend the compensation to the full board who then takes action/approval.”

Form 990, Page 6, Part VI, Line 15B

“The board of directors and the appropriate level of management draft up employment agreements for each officer and key employee which is then signed by the employee. The contract/rate is reviewed on a regular bases causing increases or decreases in wages”

Form 990, Page 6, Part VI, 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

Signing Officer

Name
James Goenner
Title
President/CEO
Phone
9893173510
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Goenner
Formed
2001
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
72
Volunteers
9

Preparer

Firm
Yeo & Yeo Pc
Address
P O BOX 248, ALMA, MI 48801
Preparer
Thomas Coulter
Phone
9894636108
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13VP FOR POLIC
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IRS990/MissionDesc0THROUGH 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.
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025537
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0136947
IRS990/PensionPlanContributionsGrp/TotalAmt0162484
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0110128
IRS990/PrincipalOfficerNm0JAMES GOENNER
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IRS990/ProgramServiceRevenueGrp/Desc0SERVICE REVENUE
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONSULTING, COACHING AND TRAINING: THE INSTITUTE PROVIDES A CUSTOMIZED PROGRAM OF COACHING, TRAINING AND PROFESSIONAL DEVELOPMENT WHICH ADDRESSES THE NEEDS OF INDIVIDUAL SCHOOLS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02925130
IRS990/ProgSrvcAccomActy3Grp/Desc0EPICENTER SOFTWARE ACCESS: THE INSTITUTE PROVIDES A SOFTWARE TOOL, EPICENTER, THAT PROVIDES SCHOOLS A TOOL TO PROCESS CHARTER APPLICATIONS, MANAGE COMPLIANCE, AUTOMATE WORKFLOW AND EVALUATE PERFORMANCE.
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYProgramServiceRevenueAmt05515218
IRS990/PYRevenuesLessExpensesAmt0639972
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IRS990/PYTotalExpensesAmt05736105
IRS990/PYTotalRevenueAmt06376077
IRS990/ReconcilationRevenueExpnssAmt0-248928
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0358412
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER REVENUE 65,955
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0801000
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IRS990ScheduleA/PublicSupportPY170Pct00.58730
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IRS990ScheduleA/TotalSupportAmt04225168
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt219541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES GOENNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SHERRY LAMBERTSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RAY O'LAUGHLIN

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,010,060
Liabilities
$1,537,294
Net assets
$2,472,766
Revenue
$6,062,558
Expenses
$6,311,486
Net income
-$248,928
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
Peer Organizations

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