INSTITUTE FOR HIGHER EDUCATION POLICY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: INSTITUTE FOR HIGHER EDUCATION POLICY (EIN 52-1818907)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202433179349302673
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T10:40:24-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521392008	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GELMAN ROSENBERG & FREEDMAN	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4550 MONTGOMERY AVE SUITE 800N	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208142930	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521818907	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE INSTITUTE FOR HIGHER EDUCATION	BusinessNameLine1Txt
Business Name Line2	POLICY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	INST	BusinessNameControlTxt
Phone	2028618223	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1615 L STREET	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY G VOIGHT	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	2028618223	PhoneNum
Signature	2024-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIZABETH W HELLER	PreparerPersonNm
PTIN	P00397829	PTIN
Phone	3019519090	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARY G VOIGHT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1615 L STREET	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,116,794	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.IHEP.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1993	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	SEE PART III, LINE 1.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	23	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,137,847	PYContributionsGrantsAmt
CY Contributions Grants	$1,908,614	CYContributionsGrantsAmt
PY Program Service Revenue	$55,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,000	CYProgramServiceRevenueAmt
PY Investment Income	$70,094	PYInvestmentIncomeAmt
CY Investment Income	$131,296	CYInvestmentIncomeAmt
PY Other Revenue	$6,874	PYOtherRevenueAmt
CY Other Revenue	$39,884	CYOtherRevenueAmt
PY Total Revenue	$4,269,815	PYTotalRevenueAmt
CY Total Revenue	$2,116,794	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,105,721	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,481,801	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$82,009	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,070,493	PYOtherExpensesAmt
CY Other Expenses	$1,729,921	CYOtherExpensesAmt
PY Total Expenses	$4,176,214	PYTotalExpensesAmt
CY Total Expenses	$4,211,722	CYTotalExpensesAmt
PY Revenues Less Expenses	$93,601	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,094,928	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,747,452	TotalAssetsBOYAmt
Total Assets EOY	$10,967,525	TotalAssetsEOYAmt
Total Liabilities BOY	$598,195	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$485,470	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,149,257	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$10,482,055	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE INSTITUTE FOR HIGHER EDUCATION POLICY (IHEP) WORKS TO BUILD A MORE EQUITABLE AND JUST SOCIETY THROUGH HIGHER EDUCATION. WE DRIVE SYSTEMIC CHANGE TO ADVANCE EQUITABLE OUTCOMES AND GENERATIONAL IMPACT FOR COMMUNITIES HISTORICALLY MARGINALIZED BASED ON RACE, ETHNICITY, OR INCOME. WE PURSUE THIS CHANGE THROUGH RESEARCH, ADVOCACY, POLICY DEVELOPMENT, AND FIELD ENGAGEMENT. IHEP'S WORK IS DESIGNED TO PROMOTE INNOVATIVE SOLUTIONS AND PRACTICE-ORIENTED RESEARCH TO GUIDE EDUCATION LEADERS. THROUGH STRATEGIC COMMUNICATIONS AND GOVERNMENT AFFAIRS ADVOCACY, WE ENSURE OUR RESEARCH AND SOLUTIONS REACH DECISIONMAKERS WHO DEVELOP POLICIES THAT ADDRESS THE IMPORTANT AND COMPLEX ISSUES FACING HIGHER EDUCATION. IHEP PROMOTES OPPORTUNITY THROUGH THE FOLLOWING FOCUS AREAS:	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,542,096	ExpenseAmt
Revenue	$37,000	RevenueAmt
Desc	DATA & TRANSPARENCYOUR SYSTEM OF HIGHER EDUCATION IS DATA-RICH BUT INFORMATION-POOR. WE PROMOTE SMART HIGHER EDUCATION DATA USE BY IDENTIFYING TRENDS IN DATA COLLECTION AND REPORTING AT THE FEDERAL, STATE, AND INSTITUTIONAL LEVELS, SUPPORTING A CULTURE OF DATA-USE ON CAMPUSES THROUGH OUR RESEARCH, TRAININGS, AND COMMUNITIES OF PRACTICES, AND CALLING FOR THE MODERNIZATION OF OUR POSTSECONDARY DATA INFRASTRUCTURE. SINCE 2016, IHEP HAS LED THE POSTSECONDARY DATA COLLABORATIVE (POSTSECDATA), A COALITION OF DIVERSE ORGANIZATIONS THAT RECOGNIZE THE POWER OF HIGH-QUALITY DATA TO ENSURE EQUITABLE ACCESS AND SUCCESS IN HIGHER EDUCATION. THE COALITION JOINTLY ADVOCATES FOR THE USE OF HIGH-QUALITY POSTSECONDARY DATA TO PROMOTE STUDENT SUCCESS, INFORM AND EVALUATE POLICY AND INFORM STUDENT CHOICES ABOUT THEIR INVESTMENTS IN HIGHER EDUCATION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$582,674	ExpenseAmt
Desc	STRONG OUTCOMES FOR ALL STUDENTS ALL INSTITUTIONS AND PROGRAMS SHOULD DELIVER VALUE TO STUDENTS. DRAWING FROM OUR POSTSECONDARY VALUE FRAMEWORK, WE EVALUATE NOVEL APPROACHES TO ASSESS THE ECONOMIC RETURNS STUDENTS RECEIVE FOR THEIR POSTSECONDARY INVESTMENT, CONSIDER IMPACT WITH EQUITY IN MIND, AND CULTIVATE SUPPORT FOR COMPREHENSIVE REFORM THAT INCENTIVIZES AND SUPPORTS IMPROVEMENT, ESPECIALLY AMONG PROGRAMS THAT PERSISTENTLY DELIVER A LOW RETURN ON INVESTMENT.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$422,154	ExpenseAmt
Desc	EVIDENCE-BASED COMPLETION HIGHER EDUCATION CAN BE A PATHWAY TO ECONOMIC SECURITY, SOCIAL MOBILITY AND SOCIETY-WIDE VALUE IF STUDENTS EARN A DEGREE OR CREDENTIAL. IHEP PROMOTES EVIDENCE-BASED PATHWAYS TO COMPLETION FOR TODAY'S STUDENTS BY IDENTIFYING BARRIERS TO COMPLETION AND DEGREE ATTAINMENT, EXAMINING INNOVATIVE AND EFFECTIVE APPROACHES AT THE INSTITUTIONAL, STATE, AND FEDERAL LEVELS TO PROMOTE COMPLETION, AND WORKING WITH POLICYMAKERS AND PRACTITIONERS TO ADVANCE STRATEGIES AND POLICIES THAT SUPPORT STUDENTS AS THEY COMPLETE THEIR STUDIES. AS CHAMPIONS OF THE FEDERAL POSTSECONDARY STUDENT SUCCESS GRANT PROGRAM, IHEP WORKS TO RAISE AWARENESS AMONG INSTITUTIONS OF THIS CRITICAL FUNDING TO SUPPORT KNOWLEDGE BUILDING AND SCALING OF DATA-DRIVEN STRATEGIES THAT IMPROVE COMPLETION. WE ALSO ADVOCATE FOR FEDERAL AUTHORIZATION AND DEEPENED INVESTMENTS IN THE POSTSECONDARY STUDENT SUCCESS GRANT PROGRAM. THESE EFFORTS ARE INFORMED BY IHEP'S DEGREES WHEN DUE INITIATIVE THAT HELPED NEARLY 200 TWO- AND FOUR-YEAR INSTITUTIONS IN 23 STATES IDENTIFY, REENGAGE AND SUPPORT SOME OF THE 39 MILLION ADULTS WHO HAVE COMPLETED SOME COLLEGE, BUT DID NOT EARN A DEGREE. SIMILARLY, IHEP'S TRANSFER BOOST INITIATIVE AIMED TO IMPROVE OUTCOMES FOR SOME OF THE 69% OF COMMUNITY COLLEGE ENROLLEES WHO DO NOT TRANSFER TO A 4-YEAR INSTITUTION. THE COHORT-BASED INITIATIVE HELPED INSTITUTIONS IN FOUR STATES DEVELOP BACHELOR'S OPPORTUNITY OPTIONS THAT ARE STRAIGHTFORWARD AND TRANSPARENT, ELEVATE TRANSFER COMMITMENTS, AND REACH STUDENTS WITH CLEAR MESSAGING ABOUT AFFORDABLE TRANSFER PATHWAYS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	DescDesc
$259,928	EQUITABLE COLLEGE ADMISSIONS YEARS OF INEQUITABLE ADMISSIONS POLICIES HAVE LEFT BLACK, LATINX, AND AMERICAN INDIAN AND ALASKA NATIVE STUDENTS UNDERREPRESENTED AT THE NATION'S SELECTIVE INSTITUTIONS, AND THE U.S. SUPREME COURT DECISIONS MAKE REVERSING THOSE TRENDS BOTH MORE DIFFICULT AND MORE CRITICAL THAN EVER. WE BUILD FIELD SUPPORT FOR THE POSITIVE IMPACTS OF A DIVERSE CAMPUS TO ENCOURAGE INSTITUTIONS TO IMPLEMENT STRATEGIES THAT WILL INCREASE RACIAL AND SOCIOECONOMIC DIVERSITY. IHEP RESEARCHES RECRUITMENT, ADMISSIONS, AND ENROLLMENT POLICIES AND PRACTICES THAT INEQUITABLY BENEFIT STUDENTS FROM PRIVILEGED BACKGROUNDS, AND THEIR IMPACT ON THE SUCCESS OF STUDENTS OF COLOR AND STUDENTS FROM LOW-INCOME BACKGROUNDS.
$113,848	NEED-BASED AID NEED-BASED AID DOES MORE THAN MAKE COLLEGE MORE AFFORDABLE - IT MAKES COLLEGE POSSIBLE. WE PROMOTE AFFORDABLE POSTSECONDARY EDUCATION FOR TODAY'S STUDENTS BY IDENTIFYING FINANCIAL CHALLENGES, EXAMINING INNOVATIVE APPROACHES TO ADDRESS THEM, CALLING TO PROTECT AND INCREASE NEED-BASED AID AT THE FEDERAL, STATE, AND INSTITUTIONAL LEVELS, AND WORKING WITH POLICYMAKERS AND PRACTITIONERS TO ADVANCE STRATEGIES AND POLICIES THAT PRIORITIZE NEED-BASED INVESTMENT IN STUDENTS. WE FOCUS SQUARELY ON ENHANCING SUPPORT FOR STUDENTS LIVING WITH LOW AND MODERATE INCOMES, INCLUDING THROUGH PELL GRANTS, AND FUNDING TO SUPPORT NON-TUITION COSTS THAT INCLUDE BASIC NEEDS SUCH AS FOOD AND HOUSING.

ExpenseExpenseAmt

DescDesc

$259,928

EQUITABLE COLLEGE ADMISSIONS YEARS OF INEQUITABLE ADMISSIONS POLICIES HAVE LEFT BLACK, LATINX, AND AMERICAN INDIAN AND ALASKA NATIVE STUDENTS UNDERREPRESENTED AT THE NATION'S SELECTIVE INSTITUTIONS, AND THE U.S. SUPREME COURT DECISIONS MAKE REVERSING THOSE TRENDS BOTH MORE DIFFICULT AND MORE CRITICAL THAN EVER. WE BUILD FIELD SUPPORT FOR THE POSITIVE IMPACTS OF A DIVERSE CAMPUS TO ENCOURAGE INSTITUTIONS TO IMPLEMENT STRATEGIES THAT WILL INCREASE RACIAL AND SOCIOECONOMIC DIVERSITY. IHEP RESEARCHES RECRUITMENT, ADMISSIONS, AND ENROLLMENT POLICIES AND PRACTICES THAT INEQUITABLY BENEFIT STUDENTS FROM PRIVILEGED BACKGROUNDS, AND THEIR IMPACT ON THE SUCCESS OF STUDENTS OF COLOR AND STUDENTS FROM LOW-INCOME BACKGROUNDS.

$113,848

NEED-BASED AID NEED-BASED AID DOES MORE THAN MAKE COLLEGE MORE AFFORDABLE - IT MAKES COLLEGE POSSIBLE. WE PROMOTE AFFORDABLE POSTSECONDARY EDUCATION FOR TODAY'S STUDENTS BY IDENTIFYING FINANCIAL CHALLENGES, EXAMINING INNOVATIVE APPROACHES TO ADDRESS THEM, CALLING TO PROTECT AND INCREASE NEED-BASED AID AT THE FEDERAL, STATE, AND INSTITUTIONAL LEVELS, AND WORKING WITH POLICYMAKERS AND PRACTITIONERS TO ADVANCE STRATEGIES AND POLICIES THAT PRIORITIZE NEED-BASED INVESTMENT IN STUDENTS. WE FOCUS SQUARELY ON ENHANCING SUPPORT FOR STUDENTS LIVING WITH LOW AND MODERATE INCOMES, INCLUDING THROUGH PELL GRANTS, AND FUNDING TO SUPPORT NON-TUITION COSTS THAT INCLUDE BASIC NEEDS SUCH AS FOOD AND HOUSING.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$373,776	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$2,920,700	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	23	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TOLA FADEYI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2028618240	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1615 L STREET	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
PETER O NWOSU
BOARD MEMBER/CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARYELLEN MCGUIRE
BOARD MEMBER/VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
AJITA TALWALKER MENON
BOARD MEMBER/SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
BRIAN BRIDGES
BOARD MEMBER, FROM 12/2023	1.00	Yes (X)		$0	$0	$0
LAURA CRONIN
BOARD MEMBER, UNTIL 12/2023	1.00	Yes (X)		$0	$0	$0
JACOB FRAIRE
BOARD MEMBER/CHAIR, UNTIL 12/2023	1.00	Yes (X)	Yes (X)	$0	$0	$0
DENISA GANDARA
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MIKE KRAUSE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
JAMES LARIMORE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
ROB OLCOTT
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
AMANDA R TACHINE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MICHELLE R WEISE
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
MARY MAMIE G VOIGHT
PRESIDENT & CEO	40.00		Yes (X)	$288,867	$0	$38,751
TOLA FADEYI
CFO/TREASURER	40.00		Yes (X)	$165,945	$0	$32,765
DIANE CHENG
VP OF RESEARCH & POLICY	40.00			$173,357	$0	$18,878	Yes (X)
KELLY LEON
VP OF COMMS & GOV'T AFFAIRS, FROM 2/1/2023	40.00			$145,686	$0	$24,096		Yes (X)
AMANDA JANICE ROBERSON
SENIOR DIRECTOR OF SEPO	40.00			$125,384	$0	$32,111		Yes (X)
KIMBERLY DANCY
ASSOCIATE DIRECTOR OF R&P	40.00			$113,066	$0	$16,231		Yes (X)
ELEANOR PETERS
DIRECTOR OF RESEARCH AND POLICY	40.00			$101,865	$0	$26,485		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,114,170	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$189,317	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
EDUCATION COUNSEL LLC
101 CONNECTICUT AVE NW STE 900	WASHINGTON	DC	20001	EDUCATION CONSULTING	$198,000
DESIGN DATA SYSTEMS
601 PROF DRIVE SUITE 102	GAITHERSBURG	MD	20879	IT SUPPORT	$126,605

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,908,614	AllOtherContributionsAmt
Total Contributions	$1,908,614	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	ECMC CONTRACT	Desc
Business	900099	BusinessCd
Total Revenue Column	$37,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,000	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$131,296	TotalRevenueColumnAmt
Exclusion	$131,296	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$39,884	TotalRevenueColumnAmt
Exclusion	$39,884	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$39,884	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,116,794	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,000	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$171,180	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$718,561	TotalAmt
Program Services	$477,479	ProgramServicesAmt
Management And General	$205,156	ManagementAndGeneralAmt
Fundraising	$35,926	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,354,584	TotalAmt
Program Services	$987,195	ProgramServicesAmt
Management And General	$346,934	ManagementAndGeneralAmt
Fundraising	$20,455	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$56,623	TotalAmt
Program Services	$41,676	ProgramServicesAmt
Management And General	$14,124	ManagementAndGeneralAmt
Fundraising	$823	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$202,922	TotalAmt
Program Services	$154,695	ProgramServicesAmt
Management And General	$44,416	ManagementAndGeneralAmt
Fundraising	$3,811	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$149,111	TotalAmt
Program Services	$105,076	ProgramServicesAmt
Management And General	$40,175	ManagementAndGeneralAmt
Fundraising	$3,860	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,589	TotalAmt
Management And General	$7,589	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$40,730	TotalAmt
Management And General	$40,730	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$69,700	TotalAmt
Program Services	$69,700	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$22,857	TotalAmt
Management And General	$22,857	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$837,745	TotalAmt
Program Services	$547,282	ProgramServicesAmt
Management And General	$290,463	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$116,596	TotalAmt
Program Services	$41,218	ProgramServicesAmt
Management And General	$73,508	ManagementAndGeneralAmt
Fundraising	$1,870	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$162,560	TotalAmt
Program Services	$104,763	ProgramServicesAmt
Management And General	$48,605	ManagementAndGeneralAmt
Fundraising	$9,192	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$92,218	TotalAmt
Program Services	$69,830	ProgramServicesAmt
Management And General	$16,791	ManagementAndGeneralAmt
Fundraising	$5,597	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$109,893	TotalAmt
Program Services	$104,196	ProgramServicesAmt
Management And General	$5,697	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$197,177	TotalAmt
Program Services	$186,956	ProgramServicesAmt
Management And General	$10,221	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$24,500	TotalAmt
Management And General	$24,500	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,790	TotalAmt
Management And General	$11,790	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRINTING & PUBLICATIONS	$25,599	$25,599
DUES & SUBSCRIPTIONS	$9,785	$5,035	$4,275	$475
TAXES AND LICENSES	$1,182		$1,182

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,211,722	TotalAmt
Program Services	$2,920,700	ProgramServicesAmt
Management And General	$1,209,013	ManagementAndGeneralAmt
Fundraising	$82,009	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,889,246	BOYAmt
EOY	$1,629,565	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,809,973	BOYAmt
EOY	$379,223	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$2,001	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$128,641	BOYAmt
EOY	$54,395	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$181,385	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$125,562	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$62,902	BOYAmt
EOY	$55,823	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,559,671	BOYAmt
EOY	$8,627,636	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$297,019	BOYAmt
EOY	$218,882	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,747,452	BOYAmt
EOY	$10,967,525	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$308,778	BOYAmt
EOY	$256,664	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$289,417	BOYAmt
EOY	$228,806	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$598,195	BOYAmt
EOY	$485,470	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,550,757	BOYAmt
EOY	$6,781,257	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,598,500	BOYAmt
EOY	$3,700,798	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,149,257	BOYAmt
EOY	$10,482,055	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,747,452	BOYAmt
EOY	$10,967,525	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,094,928	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$427,726	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,917,772	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,979,991	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,462,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,137,847	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,908,614	CurrentTaxYearAmt
Total	$20,406,974	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,917,772	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,979,991	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,462,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,137,847	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,908,614	CurrentTaxYearAmt
Total	$20,406,974	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$14,620,541	SubstantialContributorsTotAmt
Public Support Total170	$5,786,433	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$52,949	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,496	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$293	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,094	CurrentTaxYearMinus1YearAmt
Current Tax Year	$131,296	CurrentTaxYearAmt
Total	$260,128	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,941	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$6,874	CurrentTaxYearMinus1YearAmt
Current Tax Year	$39,884	CurrentTaxYearAmt
Total	$51,699	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$20,718,801	TotalSupportAmt
Gross Receipts Rltd Activities	$112,000	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.27930	PublicSupportCY170Pct
Public Support PY170	0.22440	PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CY	Yes (X)	TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances Test	INSTITUTE FOR HIGHER EDUCATION POLICY (IHEP) QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:ITS SUPPORT, AS REPORTED FOR 2023, IS 27.90%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I).IHEP IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). AFTER HAVING REVIEWED OUR BUSINESS FUNDING MODEL IN RECENT YEARS, IHEP HAS SUCCESSFULLY BEGUN DIVERSIFYING OUR CURRENT FOUNDATION SUPPORT AND BROADENING OUR AVENUES OF FUNDING. RECOGNIZING THE VALUE OF IHEP'S WORK TO IMPROVE ACCESS AND SUCCESS IN POSTSECONDARY EDUCATION TO UNDERSERVED POPULATIONS, MORE PRIVATE FOUNDATIONS CONTINUE TO PROVIDE IHEP WITH SUPPORT TO BOTH HELP THE ORGANIZATION CONTINUE AND EXPAND ITS PROGRAM AND RESEARCH WORK AND STRENGTHEN ITS GENERAL OPERATIONS. IHEP'S PUBLIC SUPPORT, AT 27.90%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), IHEP HAS RECEIVED SUPPORT FROM A NUMBER OF FOUNDATIONS, INDIVIDUALS, AND OTHER EDUCATION ORGANIZATIONS RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM A SINGLE FOUNDATION. IN FACT, IHEP HAS RECEIVED FINANCIAL SUPPORT FROM SEVERAL INDIVIDUAL DONORS AND OTHER EDUCATION ORGANIZATIONS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. IHEP'S CURRENT FUNDRAISING PLANS EMERGING FROM THE BUSINESS MODEL REVIEW TARGETS A NEW AREA OF DONORS. IN THIS RESPECT, IHEP MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B).IHEP REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. IHEP WAS FORMED UNDER THE PHILOSOPHY THAT ALL UNDERSERVED STUDENTS - WITH A FOCUS ON STUDENTS OF COLOR,STUDENTS FROM LOW-INCOME BACKGROUNDS, AND OTHER HISTORICALLY MARGINALIZED POPULATIONS - SHOULD HAVE ACCESS TO AND BE SUCCESSFUL IN ACHIEVING A HIGHER EDUCATION DEGREE. IHEP WORKS EXCLUSIVELY TO SERVE THE STUDENTS IN POST-SECONDARY EDUCATION. IHEP PUBLISHES RESEARCH AND POLICY REPORTS AND RELATED COLLATERAL THROUGHOUT THE YEAR TO IDENTIFY AND ADDRESS NEEDED INSTITUTIONAL, STATE, AND FEDERAL POLICY CHANGES AND CHALLENGES THAT STUDENTS --ESPECIALLY THOSE FROM UNDERSERVED POPULATIONS-- EXPERIENCE AS THEY TRY TO ACCESS AND SUCCEED IN THEIR POST-SECONDARY EDUCATION. BECAUSE THE VITAL EDUCATIONAL MATERIAL THAT IHEP PRODUCES ARE THE CORE OF ITS WORK, AND IHEP MAKES THESE PUBLICATIONS AVAILABLE TO THE PUBLIC AT NO COST, IHEP FURTHER DEMONSTRATES ITS PUBLIC SUPPORT. IN THIS MANNER, IHEP MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D).	FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS INCOME	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$79,946	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$79,946	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$4,108,919	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$4,188,865	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$359,443	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$89,861	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$432,465	CurrentYearMinus3Amt
Current Year Minus2	$398,335	CurrentYearMinus2Amt
Current Year Minus1	$358,537	CurrentYearMinus1Amt
Current Year	$359,443	CurrentYearAmt
Total	$1,548,780	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$2,323,170	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$60,880	CurrentYearMinus3Amt
Current Year Minus2	$91,956	CurrentYearMinus2Amt
Current Year Minus1	$95,235	CurrentYearMinus1Amt
Current Year	$79,946	CurrentYearAmt
Total	$328,017	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$108,116	CurrentYearMinus3Amt
Current Year Minus2	$99,584	CurrentYearMinus2Amt
Current Year Minus1	$89,634	CurrentYearMinus1Amt
Current Year	$89,861	CurrentYearAmt
Total	$387,195	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$580,793	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,421	OtherCostOrOtherBasisAmt
Depreciation	$3,629	DepreciationAmt
Book Value	$13,792	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$163,964	OtherCostOrOtherBasisAmt
Depreciation	$121,933	DepreciationAmt
Book Value	$42,031	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$55,823	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EXCHANGE TRADED FUNDS	$1,109,314	F
MUTUAL FUNDS - EQUITY FUNDS	$2,806,033	F
MUTUAL FUNDS - BOND FUNDS	$4,712,289	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$8,627,636	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE LIABILITY	Desc
Amt	$228,806	Amt

Field	Value	IRS element (for citing)
Total Liability	$228,806	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$2,521,663	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$427,726	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$427,726	RevenueNotReportedAmt
Revenue Subtotal	$2,093,937	RevenueSubtotalAmt
Investment Expenses Not Incld	$22,857	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$22,857	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,116,794	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,188,865	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,188,865	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$22,857	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$22,857	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,211,722	TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARY MAMIE G VOIGHT
PRESIDENT & CEO	$261,567	$0	$27,300	$0	$0	$0	$12,261	$0	$26,490	$0	$327,618	$0	$0	$0
TOLA FADEYI
CFO/TREASURER	$165,945	$0	$0	$0	$0	$0	$7,697	$0	$25,068	$0	$198,710	$0	$0	$0
DIANE CHENG
VP OF RESEARCH & POLICY	$168,357	$0	$5,000	$0	$0	$0	$7,650	$0	$11,228	$0	$192,235	$0	$0	$0
KELLY LEON
VP OF COMMS & GOV'T AFFAIRS, FROM 2/	$145,686	$0	$0	$0	$0	$0	$6,694	$0	$17,402	$0	$169,782	$0	$0	$0
AMANDA JANICE ROBERSON
SENIOR DIRECTOR OF SEPO	$125,384	$0	$0	$0	$0	$0	$5,829	$0	$26,282	$0	$157,495	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 7	FormAndLineReferenceDesc
Explanation	THE FOLLOWING PERFORMANCE BASED BONUSES WERE PAID TO INDIVIUDALS LISTED ON PART VII: MARY (MAMIE) G. VOIGHT $27,300 DIANE CHENG $5,000	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
KRISTIN HULTQUIST
FORMER BOARD MEMBER	$20,160	IHEP TRANSACTED WITH HCM STRATEGISTS LLC (HCM) AS A SUBCONTRACTOR. KRISTIN HULTQUIST, FORMER IHEP OFFICER AND BOARD MEMBER, OWNS >35% OF HCM.	0
MARY ELLEN MCGUIRE
OFFICER OF IHEP BOARD	$24,000	IHEP WAS AWARDED A CONTRACT FROM THE POSTSECONDARY NATIONAL POLICY INSTITUTE (PNPI). MARY ELLEN MCGUIRE, IHEP VICE-CHAIR, IS THE PRESIDENT AND FOUNDER OF PNPI.	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD FOR REVIEW, QUESTIONS AND/OR COMMENTS. ONCE ANY QUESTIONS OR COMMENTS ARE ADDRESSED, EACH MEMBER OF THE BOARD SENDS VIA E-MAIL THEIR APPROVAL, AND THEN THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	IHEP MONITORS ITS CONFLICT OF INTEREST POLICY EACH YEAR BY REQUIRING BOARD MEMBERS AND EMPLOYEES TO DISCLOSE ANY NEW INFORMATION RELATING TO POTENTIAL CONFLICTS. THROUGHOUT THE YEAR, THE PRESIDENT IS ALERTED IF THERE ARE ANY CHANGES SUBSEQUENT TO THE ANNUAL DISCLOSURE. IF A CONFLICT ARISES, THE CONFLICTED BOARD MEMBERS RECUSES HIMSELF/HERSELF FROM VOTING ON THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15A	THE MANAGEMENT DEVELOPMENT AND COMPENSATION (MCD) COMMITTEE, WHICH IS MADE UP OF INDEPENDENT BOARD MEMBERS, ESTABLISHED PERFORMANCE GOALS AND OBJECTIVES, CONDUCTED YEAR-END REVIEWS, AND EVALUATED THESE (MEASUREABLE) PERFORMANCE GOALS. APPROPRIATE COMPENSATION, BASED ON INFORMAL COMPARISON OF LIKE ORGANIZATIONS, WAS DETERMINED AND RECOMMENDED BY THE MDC COMMITTEE. THE DECISION WAS RECORDED IN THE BOARD MINUTES. THE LAST SALARY REVIEW TOOK PLACE IN DECEMBER 2023.
FORM 990, PART VI, SECTION C, LINE 19	THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTANTS: PROGRAM SERVICE EXPENSES 405,705. MANAGEMENT AND GENERAL EXPENSES 290,350. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 696,055. INTERNS: PROGRAM SERVICE EXPENSES 38,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,963. HONORARIUM: PROGRAM SERVICE EXPENSES 69,135. MANAGEMENT AND GENERAL EXPENSES 113. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,248. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 28,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,560. NET PROF FEES: PROGRAM SERVICE EXPENSES 4,919. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,919.