2024-11-08T09:09:50-05:00 2024-06-30 382706146 YEO & YEO PC P O BOX 248 ALMA MI 48801 990 2023-07-01 383635927 THE INSTITUTE FOR EXCELLENCE IN EDUCATION INST 9893173510 711 WEST PICKARD STREET MT PLEASANT MI 48858 JAMES GOENNER PRESIDENT/CEO 9893173510 2024-11-04 true false ALI N BARNES P01311128 9894636108 2024-11-04 2023 2024-10-15 13:58:12Z JAMES GOENNER 711 WEST PICKARD ST MOUNT PLEASANT MI 48858 7813502 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. 8 7 65 7 0 1828654 1973305 5563776 5754187 14973 47346 21761 10144 7429164 7784982 0 0 4360369 4351816 0 0 2915726 3457681 7276095 7809497 153069 -24515 6336131 6193197 1386117 1267698 4950014 4925499 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 698458 578080 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. 1564870 1295168 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. 4689095 3880939 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. 6952423 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 39 0 65 true false false false false false false false false false false false false X 8 7 false false false false false 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 VICE CHAIR 1.00 X X 0 0 0 JAMES BARRETT BOARD CHAIR 1.00 X X 0 0 0 CAROLYN MCKANDERS BOARD MEMBER 1.00 X 0 0 0 JOHN ENGLER BOARD MEMBER 1.00 X 0 0 0 JILL URBAN SECRETARY 40.00 X 119774 0 31602 JAMES GOENNER PRESIDENT/CE 40.00 X X 288582 0 61121 JACKIE MULLIKIN VP FOR FIN A 40.00 X 100848 0 44644 MARY BRADLEY COO 40.00 X 215098 0 44910 MARK WEINBERG VP FOR LEADE 40.00 X 161328 0 39255 NAOMI DEVEAUX VP AUTH & AC 40.00 X 210233 0 43359 WENDY LARVICK DIRECTOR OF 40.00 X 129097 0 36496 MOLLY SHOLTEN ASST DIR/COA 40.00 X 105358 0 10770 1330318 312157 9 false true false FAULKNER TECH 239 S COCHRAN AVE CHARLOTTE MI 48813 SOFTWARE 1190085 HEADSTREAM TECHNOLOGIES 239 S COCHRAN AVE CHARLOTTE MI 48813 SOFTWARE 230000 MOMENTUM STRATEGY & RESEARCH PO BOX 100815 DENVER CO 80250 CONSULTING 159522 WESTED 730 HARRISON ST SAN FRANCISCO CA 94107 CONSULTING 120435 4 1186349 786956 1973305 SERVICE REVENUE 611430 5754187 5754187 5754187 47346 47346 31668 28520 3148 3148 OTHER REVENUE 900099 6996 6996 6996 7784982 5757335 54342 X 1437171 1133356 303815 2182465 2009651 172814 157827 137457 20370 328501 262224 66277 245852 214020 31832 8216 8216 18375 18375 1215405 1047679 167726 126540 126540 176632 152257 24375 47954 41337 6617 75168 64795 10373 370305 370305 15261 13155 2106 1227131 1219121 8010 63362 54618 8744 BAD DEBT 41681 35929 5752 TELEPHONE 37362 32206 5156 MEMBERSHIP FEES AND DUES 34289 29557 4732 7809497 6952423 857074 0 97189 135621 1310032 1672378 90910 725237 437379 59339 30819 214103 215539 210168 193720 22791 16448 3541640 3475809 274890 209204 6336131 6193197 795292 859805 315066 196951 275759 210942 1386117 1267698 X 4950014 4925499 4950014 4925499 6336131 6193197 -24515 X false true X true false X 1396696 2326071 2588639 1828654 1973305 10113365 1396696 2326071 2588639 1828654 1973305 10113365 2212789 7900576 274 1496 1567 15381 47346 66064 20962 1618 7264 19298 6996 56138 10235567 28240452 0.77190 0.75570 X PART II, LINE 10 OTHER REVENUE 56,138 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116328 99880 16448 93840 93840 16448 OPERATING LEASE, LONG TERM 144159 OPERATING LEASE, CURRENT 66783 210942 7784982 7784982 7784982 7809497 7809497 7809497 X X X false false false false false false false true false JILL URBAN SECRETARY 109719 10055 12257 19345 151376 JAMES GOENNER PRESIDENT/CEO 250166 38416 29369 31752 349703 MARY BRADLEY COO 187170 27928 22029 22881 260008 MARK WEINBERG VP FOR LEADERSHIP 148089 13239 16119 23136 200583 NAOMI DEVEAUX VP AUTH & ACCT 192546 17687 21534 21825 253592 WENDY LARVICK DIRECTOR OF POLICY 118288 10809 13160 23336 165593 SCHEDULE J, PAGE 1, PART I, LINE 7 PERMANENT FULL-TIME EMPLOYEES ARE ELIGIBLE FOR THE INCENTIVE PROGRAM. THE FIRST FACTOR OF THE INCENTIVE IS BASED ON PREDEFINED GOALS BETWEEN THE EMPLOYEE AND HIS/HER IMMEDIATE SUPERVISOR. THESE GOALS MUST BE AGREED UPON BETWEEN THE EMPLOYEE AND SUPERVISOR BY SEPTEMBER 30 OF THE CURRENT FISCAL YEAR, AND MAYBE REALIGNED ACCORDINGLY. THE SECOND FACTOR OF THE INCENTIVE IS BASED ON PREDEFINED GOALS FOR THE OVERALL ORGANIZATION, AS DETERMINED BY INPUT FROM THE TEAM AND THE PRESIDENT & CEO. THE ORGANIZATION MUST MEET OR EXCEED OVERALL BUDGET. USING THE INSTITUTE'S PERFORMANCE ASSESSMENT AND ACTION PLAN, AT THE END OF THE FISCAL YEAR, THE EMPLOYEE WILL BE ASSESSED FOR RESULTS AND COMPETENCY WITH A RATING SYSTEM BY THE IMMEDIATE SUPERVISOR. THESE RESULTS ARE THEN ENTERED INTO THE INSTITUTE'S SALARY AND INCENTIVE FORM. THE PAYOUT IS BASED ON THE OVERALL PERFORMANCE RATING OF THE EMPLOYEE. IN COLLABORATION WITH LEADERSHIP, THE PRESIDENT & CEO WILL EVALUATE AND MEASURE ACHIEVED COMPANY GOALS. 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 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL HAVE NINE (9) PERSONS, UNLESS OTHERWISE DECIDED BY A VOTE OF THE BOARD OF DIRECTORS. EACH DIRECTOR SHALL BE APPOINTED FOR A TERM OF THREE (3) YEARS, WHICH TERMS SHALL BE STAGGERED SUCH THAT APPROXIMATELY ONE-THIRD OF THE DIRECTORS WILL BE APPOINTED EACH YEAR. 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 1,047,679 167,726 0