Civic Intelligence

The Institute for Excellence in Education

990 • Fiscal year 2022 • EIN 38-3635927

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 29, 2022

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

56th percentile

0.17x

Higher debt load relative to assets than 56% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

42nd percentile

0.11x

Higher debt load relative to revenue than 42% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

46th percentile

5.1%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

90th percentile

$329,893

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.0%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

14%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$5,753,281

Down $60,905 (-1.0%) from 2021

Net Assets

Up

$4,796,945

Up $431,769 (+9.9%) from 2021

Liabilities

Down

$956,336

Down $492,674 (-34%) from 2021

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin46th percentile

Revenue

Up

$8,433,384

Up $1,052,205 (+14%) from 2021

Expenses

Up

$8,001,615

Up $1,528,730 (+24%) from 2021

Net Income

Down

$431,769

Down $476,525 (-52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$5,753,281
Liabilities$956,336
Net Assets$4,796,945
Open 2022 Filing

Operations Trend

Revenue Growth64th 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

2022

Revenue$8,433,384
Expenses$8,001,615
Net Income$431,769
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 29, 2022
Return Version
2021v4.0
Gross Receipts
$8,435,487
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$3,636,550$3,577,669▼ $58,881
Savings and Temporary Cash Investments$914,378$815,945▼ $98,433
Accounts Receivable$642,440$581,777▼ $60,663
Cash and Non-Interest-Bearing Accounts$289,649$391,801▲ $102,152
Prepaid Expenses and Deferred Charges$164,961$203,441▲ $38,480
Pledges and Grants Receivable$90,910$90,910→ $0
Inventories for Sale or Use$60,236$67,058▲ $6,822
Land, Buildings, and Equipment, Net$15,062$24,680▲ $9,618
Total Assets$5,814,186$5,753,281▼ $60,905
Liabilities
Accounts Payable and Accrued Expenses$702,514$823,894▲ $121,380
Unsecured Notes Loans Payable$624,905--
Deferred Revenue$121,591$132,442▲ $10,851
Total Liabilities$1,449,010$956,336▼ $492,674
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,365,176$4,796,945▲ $431,769
Total Net Assets Fund Balance$4,365,176$4,796,945▲ $431,769
Total Liabilities and Net Assets / Fund Balance$5,814,186$5,753,281▼ $60,905

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,227$89,880$114,107
Other Land Buildings$453$93,387$93,840
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GoennerPresident/ceFT$273,392$56,501$329,893
James GoennerPresident/CEO-$273,392$56,501$329,893
Mary BradleyCOOFT$194,318$40,207$234,525
Naomi DeveauxVP Auth & AcFT$192,885$38,685$231,570
Naomi DeveauxVP Auth & Acct-$192,885$38,685$231,570
Sherry SchockExecutive DiFT$164,619$35,185$199,804
Sherry SchockExecutive Director-$164,619$35,185$199,804
Mark WeinbergVP for LeadeFT$147,931$38,010$185,941
Mark WeinbergVP for Leadership-$147,931$38,010$185,941
Wendy LarvickDirector ofFT$118,159$32,553$150,712
Wendy LarvickDirector of Policy-$118,159$32,553$150,712
Jill UrbanSecretaryFT$112,243$24,828$137,071
Jackie MullikinVP for Fin aFT$94,561$37,559$132,120

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
Toby RothBoard of Director
Gerald G PallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Faulkner TechSoftware239 S COCHRAN AVE, SUITE G, Charlotte, MI 48813$1,100,715
Headstream TechnologiesSoftware239 S COCHRAN AVE, Charlotte, MI 48813$190,000
Momentum Strategy & ResearchConsultingPO BOX 100815, Denver, CO 80250$189,974
Commerce Center LLCRent711 W PICKARD ST, Mt Pleasant, MI 48858$106,056
Revenue and Support

Revenue Composition

Contributions and Grants
$2,588,639
Program Service Revenue
$5,822,721
Investment Income
$1,534
Other Revenue
$20,490
All Other Contributions
$531,096
Change in Net Assets
$431,769

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,433,384
Total Revenue per Audited Statements
$8,433,384
Total Revenue per Form 990
$8,433,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,806,777
Other Expenses$3,194,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,702,603$221,854-$2,924,457
Depreciation Depletion$1,194,759$14,182-$1,208,941
Fees for Services Other$1,066,901$135,919-$1,202,820
Current Officers, Directors, Trustees, and Key Employees$778,836$262,539-$1,041,375
Other Employee Benefits$285,740$57,871-$343,611
Payroll Taxes$245,032$33,724-$278,756
Pension Plan Contributions$193,222$25,356-$218,578
Travel$191,662$22,885-$214,547
Office Expenses$155,132$19,763-$174,895
Occupancy$94,087$11,986-$106,073
Conferences and Meetings$71,451$9,102-$80,553
Advertising$59,473$7,577-$67,050
Insurance$53,102$6,765-$59,867
Information Technology$32,550$4,147-$36,697
Fees for Services Accounting-$19,325-$19,325
Fees for Services Legal$9,741--$9,741
Other Expenses$1,476$188-$1,664
Total Functional Expenses$7,147,000$854,615$0$8,001,615

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,001,615
Total Expenses per Audited Statements$8,001,615
Total Expenses per Form 990$8,001,615
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
2022-09-29
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
91
Volunteers
9

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 1,066,901 135,919 0”

Raw XML AppendixShowing 400 of 588 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

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,753,281
Liabilities
$956,336
Net assets
$4,796,945
Revenue
$8,433,384
Expenses
$8,001,615
Net income
$431,769
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