2023-11-14T08:16:52-05:00 2023-06-30 382706146 YEO & YEO PC P O BOX 248 ALMA MI 48801 990 2022-07-01 383635927 THE INSTITUTE FOR EXCELLENCE IN EDUCATION INST 9893173510 711 WEST PICKARD STREET MT PLEASANT MI 48858 JAMES GOENNER PRESIDENT/CEO 9893173510 2023-11-09 true JAMES GOENNER XXX-XX-XXXX false ALI N BARNES P01311128 9894636108 2023-11-09 2022 2023-04-26 12:10:37Z JAMES GOENNER 711 WEST PICKARD ST MOUNT PLEASANT MI 48858 7437291 false X HTTPS://EXCELLENCEINED.ORG X 2001 MI 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. 9 9 82 9 0 2588639 1828654 5822721 5563776 1534 14973 20490 21761 8433384 7429164 0 0 4806777 4360369 0 0 3194838 2915726 8001615 7276095 431769 153069 5753281 6336131 956336 1386117 4796945 4950014 X 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. false false 610795 531434 PROFESSIONAL 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. 2119767 1844345 PROFESSIONAL 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. 3664070 3187997 EPICENTER: 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. 6394632 true true false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 40 0 82 true false false false false false false false false false false false false X 9 9 false false false false true true false true true false false false true true true true true true true false MI X JACKIE MULLIKIN 9893173510 711 WEST PICKARD STREET MT PLEASANT MI 48858 RICHARD BERGMANN BOARD MEMBER 1.00 X 0 0 0 ROBERT YOUNG BOARD MEMBER 1.00 X 0 0 0 GERALD G PALL TREASURER 1.00 X X 0 0 0 SHEREE SPEAKMAN BOARD MEMBER 1.00 X 0 0 0 ROBERT DAVIES BOARD MEMBER 1.00 X 0 0 0 JAMES BARRETT BOARD CHAIR 1.00 X X 0 0 0 CAROLYN MCKANDERS VICE CHAIR 1.00 X X 0 0 0 TOBY ROTH BOARD OF DIR 1.00 X 0 0 0 JILL URBAN SECRETARY 40.00 X X 114481 0 29865 JAMES GOENNER PRESIDENT/CE 40.00 X 273392 0 60754 JACKIE MULLIKIN VP FOR FIN A 40.00 X 98976 0 39854 MARY BRADLEY COO 40.00 X 203103 0 42251 MARK WEINBERG VP FOR LEADE 40.00 X 154607 0 38913 NAOMI DEVEAUX VP AUTH & AC 40.00 X 201703 0 40923 SHERRY SCHOCK EXECUTIVE DI 40.00 X 183164 0 36513 WENDY LARVICK DIRECTOR OF 40.00 X 123609 0 34568 MOLLY SHOLTEN ASST DIR/COA 40.00 X 102499 0 10601 1455534 334242 8 false true false FAULKNER TECH 239 S COCHRAN AVE CHARLOTTE MI 48813 SOFTWARE 1273220 HEADSTREAM TECHNOLOGIES 239 S COCHRAN AVE CHARLOTTE MI 48813 SOFTWARE 110000 2 1024467 804187 1828654 SERVICE REVENUE 611430 5563776 5563776 5563776 15381 15381 408 -408 -408 -408 10182 7719 2463 2463 OTHER REVENUE 900099 19298 19298 19298 7429164 5566239 34271 X 1555118 1179086 376032 2109206 1951012 158194 147526 128248 19278 301956 261109 40847 246563 211186 35377 5923 5923 19526 19526 745347 633851 111496 81940 69682 12258 119082 101268 17814 53054 45117 7937 76137 64747 11390 294172 256672 37500 76747 73977 2770 1299787 1287968 11819 63346 56188 7158 TELEPHONE 35221 29952 5269 OTHER EXPENSES 25167 21402 3765 BAD DEBT 20277 17244 3033 7276095 6394632 881463 0 391801 97189 815945 1310032 90910 90910 581777 725237 67058 59339 203441 214103 210634 187843 24680 22791 3577669 3541640 274890 5753281 6336131 823894 795292 132442 315066 275759 956336 1386117 X 4796945 4950014 4796945 4950014 5753281 6336131 153069 X false true X true false X 1026426 1396696 2326071 2588639 1828654 9166486 1026426 1396696 2326071 2588639 1828654 9166486 2131298 7035188 274 1496 1567 15381 18718 75768 20962 1618 7264 19298 124910 9310114 28752392 0.75570 0.81910 X PART II, LINE 10 OTHER REVENUE 124,910 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116794 94003 22791 93840 93840 22791 OPERATING LEASE, LONG TERM 210941 OPERATING LEASE, CURRENT 64818 275759 7429164 7429164 7429164 7276095 7276095 7276095 X X X false false false false false false false false false JAMES GOENNER PRESIDENT/CEO 273392 27785 32969 334146 MARY BRADLEY COO 203103 20784 21467 245354 MARK WEINBERG VP FOR LEADERSHIP 154607 15447 23466 193520 NAOMI DEVEAUX VP AUTH & ACCT 201703 20637 20286 242626 SHERRY SCHOCK EXECUTIVE DIRECTOR 183164 18787 17726 219677 WENDY LARVICK DIRECTOR OF POLICY 123609 12611 21957 158177 FORM 990 - ORGANIZATION'S MISSION 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. 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 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, 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 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. FORM 990, PAGE 6, PART VI, LINE 15B THE CHIEF OF STAFF DRAFT 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, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES FOR SERVICE 633,851 111,496 0