Civic Intelligence

The Institute for Excellence in Education

990 • Fiscal year 2020 • EIN 38-3635927

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 18, 2020

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

65th percentile

0.33x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.23x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

53rd percentile

5.5%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$303,864

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

1.7%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$5,164,275

Up $771,750 (+18%) from 2019

Net Assets

Up

$3,456,882

Up $410,211 (+13%) from 2019

Liabilities

Up

$1,707,393

Up $361,539 (+27%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin53rd percentile

Revenue

Up

$7,454,930

Up $128,026 (+1.7%) from 2019

Expenses

Up

$7,044,719

Up $222,237 (+3.3%) from 2019

Net Income

Down

$410,211

Down $94,211 (-19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$5,164,275
Liabilities$1,707,393
Net Assets$3,456,882
Open 2020 Filing

Operations Trend

Revenue Growth49th 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

2020

Revenue$7,454,930
Expenses$7,044,719
Net Income$410,211
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 18, 2020
Return Version
2019v5.0
Gross Receipts
$7,470,396
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$2,699,775$3,358,907▲ $659,132
Savings and Temporary Cash Investments-$660,274-
Accounts Receivable$967,756$565,649▼ $402,107
Cash and Non-Interest-Bearing Accounts$373,460$370,329▼ $3,131
Prepaid Expenses and Deferred Charges$152,605$92,350▼ $60,255
Inventories for Sale or Use$66,766$55,452▼ $11,314
Pledges and Grants Receivable$90,910$35,910▼ $55,000
Land, Buildings, and Equipment, Net$41,253$25,404▼ $15,849
Total Assets$4,392,525$5,164,275▲ $771,750
Liabilities
Accounts Payable and Accrued Expenses$781,035$685,914▼ $95,121
Unsecured Notes Loans Payable-$624,905-
Mortgage Notes Payable Secured by Investment Property$442,547$294,687▼ $147,860
Deferred Revenue$122,272$101,887▼ $20,385
Total Liabilities$1,345,854$1,707,393▲ $361,539
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,046,671$3,456,882▲ $410,211
Total Net Assets Fund Balance$3,046,671$3,456,882▲ $410,211
Total Liabilities and Net Assets / Fund Balance$4,392,525$5,164,275▲ $771,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,006$97,850$116,856
Other Land Buildings$6,398$87,442$93,840
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GoennerPresident/ceFT$248,674$55,190$303,864
James GoennerPresident/CEO-$248,674$55,190$303,864
Darlene ChambersVP of PrgrmFT$186,425$38,118$224,543
Darlene ChambersVP of Prgrm and Serv-$186,425$38,118$224,543
Sherry SchockExecutive DiFT$179,174$25,498$204,672
Sherry SchockExecutive Director-$179,174$25,498$204,672
Mark WeinbergVP for LeadeFT$143,627$35,513$179,140
Mark WeinbergVP for Leadership-$143,627$35,513$179,140
Jill UrbanSecretaryFT$106,138$23,082$129,220
Jackie MullikinVP for Fin aFT$93,489$30,311$123,800

Board Members and Trustees

NameTitle
W Sidney SmithChairman
Carolyn MckandersVice Chair
Ann AndrewsBoard Member
James BarrettBoard Member
Richard BergmannBoard Member
Robert DaviesBoard Member
Sheree SpeakmanBoard Member
Gerald G PallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Faulkner TechSoftware239 S COCHRAN AVE, APT 913, Charlotte, MI 48813$1,051,600
Momentum Strategy & ResearchConsultingPO BOX 100815, Denver, CO 80250$144,863
Cm Schumacher Consulting LLCConsulting4205 COLLEGIATE WAY, Mt Pleasant, MI 48858$129,113
Revenue and Support

Revenue Composition

Contributions and Grants
$1,396,696
Program Service Revenue
$6,036,998
Investment Income
$524
Other Revenue
$20,712
All Other Contributions
$102,329
Change in Net Assets
$410,211

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,454,930
Total Revenue per Audited Statements
$7,454,930
Total Revenue per Form 990
$7,454,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,441,011
Other Expenses$2,603,708
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,419,863$375,242-$2,795,105
Fees for Services Other$901,082$54,093-$955,175
Depreciation Depletion$711,133$159,604-$870,737
Current Officers, Directors, Trustees, and Key Employees$664,134$121,906-$786,040
Other Employee Benefits$293,528$89,029-$382,557
Travel$244,874$35,270-$280,144
Payroll Taxes$200,362$43,437-$243,799
Pension Plan Contributions$192,768$40,742-$233,510
Occupancy$90,908$14,738-$105,646
Office Expenses$46,656$42,536-$89,192
Advertising$76,003$12,321-$88,324
Insurance$30,016$27,366-$57,382
Conferences and Meetings$21,664$19,750-$41,414
Information Technology$17,585$16,032-$33,617
Interest-$19,439-$19,439
Fees for Services Accounting-$16,975-$16,975
Fees for Services Legal-$16,435-$16,435
Other Expenses$817$133-$950
Total Functional Expenses$5,935,726$1,108,993$0$7,044,719

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,044,719
Total Expenses per Audited Statements$7,044,719
Total Expenses per Form 990$7,044,719
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 35% controlled entity
No
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 6

“The institute for excellence in education is comprised of category a and category b members. Category a members are central michigan university's president and members of the university's board of trustees. Category b members consist of the persons who serve as members of the board of directors.”

Form 990, Page 6, Part VI, Line 7A

“One-third of the positions of the board of directors shall be filled by persons elected by category a members. Two-thirds of the positions on the board of directors shall be elected by category b members.”

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
2020-09-18
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
67
Volunteers
8

Preparer

Firm
Yeo & Yeo Pc
Address
P O 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 901,082 54,093 0”

Raw XML AppendixShowing 400 of 553 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.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,164,275
Liabilities
$1,707,393
Net assets
$3,456,882
Revenue
$7,454,930
Expenses
$7,044,719
Net income
$410,211
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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