INSTITUTE FOR HIGHER EDUCATION POLICY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR HIGHER EDUCATION POLICY (EIN 52-1818907)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-17
IRS object ID
202212909349302106
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-17T14:05:19-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 800NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521818907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE INSTITUTE FOR HIGHER EDUCATIONBusinessNameLine1Txt
Business Name Line2POLICYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone2028618223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11825 K STREET NW 720AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY G VOIGHTPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2028618223PhoneNum
Signature2022-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastVOIGHTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD J LOCASTRO CPAPreparerPersonNm
PTINP00288314PTIN
Phone3019519090PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY G VOIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11825 K STREET NW 720AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,483,043GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IHEP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,979,991PYContributionsGrantsAmt
CY Contributions Grants$8,482,750CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,496PYInvestmentIncomeAmt
CY Investment Income$293CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,985,487PYTotalRevenueAmt
CY Total Revenue$8,483,043CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,893,123PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,316,207CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$21,452CYTotalFundraisingExpenseAmt
PY Other Expenses$2,756,186PYOtherExpensesAmt
CY Other Expenses$2,650,489CYOtherExpensesAmt
PY Total Expenses$5,649,309PYTotalExpensesAmt
CY Total Expenses$4,966,696CYTotalExpensesAmt
PY Revenues Less Expenses-$1,663,822PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,516,347CYRevenuesLessExpensesAmt
Total Assets BOY$8,906,476TotalAssetsBOYAmt
Total Assets EOY$12,264,735TotalAssetsEOYAmt
Total Liabilities BOY$420,975TotalLiabilitiesBOYAmt
Total Liabilities EOY$262,887TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,485,501NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,001,848NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE INSTITUTE FOR HIGHER EDUCATION POLICY IS COMMITTED TO IMPROVING COLLEGE ACCESS AND SUCCESS IN HIGHER EDUCATION FOR ALL STUDENTS - WITH A FOCUS ON STUDENTS OF COLOR, STUDENTS FROM LOW-INCOME BACKGROUNDS, AND OTHER HISTORICALLY MARGINALIZED POPULATIONS - BY PROVIDING TIMELY RESEARCH TO INFORM PUBLIC POLICY DECISIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,079,887ExpenseAmt
Revenue$51,183RevenueAmt
DescLEADING THE EQUITABLE VALUE MOVEMENT:POSTSECONDARY INSTITUTIONS HAVE THE POWER TO DELIVER VALUABLE OPPORTUNITY TO STUDENTS AND, IN SO DOING, DRIVE ECONOMIC AND SOCIAL MOBILITY, BOOST COMMUNITIES, BUILD A STRONGER WORKFORCE, AND BENEFIT OUR ENTIRE COUNTRY. STUDENTS WHO COMPLETE CREDENTIALS TYPICALLY ARE MORE LIKELY TO BE EMPLOYED, EARN HIGHER WAGES, HAVE GREATER ACCESS TO RETIREMENT AND HEALTHCARE PLANS, HAVE BETTER PHYSICAL HEALTH, AND ENGAGE IN MORE CIVIC-MINDED BEHAVIORS WHEN COMPARED WITH THOSE WHO DID NOT COMPLETE A CREDENTIAL. UNFORTUNATELY, AT PRESENT, THESE TRANSFORMATIONAL CREDENTIALS AND THEIR ASSOCIATED RETURNS ARE NOT DISTRIBUTED EQUITABLY; INSTITUTIONS ARE NOT DELIVERING THE VALUE THEY COULD AND SHOULD TO MANY POPULATIONS, INCLUDING BLACK, LATINX, INDIGENOUS, UNDERREPRESENTED ASIAN AMERICAN AND PACIFIC ISLANDER (AAPI) STUDENTS, STUDENTS FROM LOW-INCOME BACKGROUNDS, AND WOMEN. AS MANAGING PARTNER OF THE POSTSECONDARY VALUE COMMISSION, A ROLE FOR WHICH IHEP WAS SELECTED IN 2019, IHEP OVERSAW THE COMMISSION'S RESEARCH AND CONVENINGS. IN 2021, IHEP RELEASED THE COMMISSION'S FINDINGS, INCLUDING A VALUE DEFINITION, MEASUREMENT FRAMEWORK, ACTION AGENDA, AND FOUNDATIONAL RESEARCH. IN ADDITION, IHEP DEVELOPED AN ONLINE, INTERACTIVE TOOL TO PUT THE POWER OF THE FRAMEWORK INTO THE HANDS OF MEDIA, RESEARCHERS, AND POLICYMAKERS AT EVERY LEVEL. ONGOING DEVELOPMENTS INCLUDE THE LAUNCH OF THE VALUE DATA COLLABORATIVE TO IMPLEMENT THE FRAMEWORK IN SELECTED STATES ACROSS THE COUNTRY, LEADERSHIP OF A ROBUST RESEARCH AND POLICY AGENDA DESIGNED TO ADVANCE EQUITABLE VALUE, AND COLLABORATION WITH KEY PARTNERS ORGANIZATIONS ALSO WORKING TO CATALYZE THE EQUITABLE VALUE MOVEMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$914,725ExpenseAmt
DescREENGAGING RETURNING ADULT STUDENTS AND AWARDING EARNED DEGREES: ACROSS THE UNITED STATES, 39 MILLION ADULTS HAVE COMPLETED SOME COLLEGE, BUT NEEDED TO STOP OUT BEFORE EARNING A DEGREE. IN MANY CASES, STUDENTS ARE LEFT WITH DEBT BUT WITHOUT THE ECONOMIC AND NON-ECONOMIC BENEFITS A CREDENTIAL SHOULD PROVIDE. TO IDENTIFY, REENGAGE, AND SUPPORT THESE STUDENTS, IHEP'S DEGREES WHEN DUE (DWD) INITIATIVE ENGAGED NEARLY 200 INSTITUTIONS - BOTH TWO- AND FOUR-YEARS - IN 23 STATES. OVER THE COURSE OF THREE COHORTS, IHEP HAS BUILT INSTITUTIONAL CAPACITY TO AWARD DEGREES TO STUDENTS WHO HAVE EARNED THEM, REENGAGE FORMER STUDENTS WHO HAVE STOPPED OUT, AND EQUIP STUDENTS WITH DEGREES THAT HELP THEM GET AHEAD IN TODAY'S WORKFORCE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$795,638ExpenseAmt
DescADVOCATING FOR STUDENT-CENTERED, DATA-INFORMED, EQUITY-FOCUSED POLICY:IHEP IS A RESPECTED AND RESPECTFUL VOICE FOR ENSURING THAT ALL PEOPLE, REGARDLESS OF RACE, BACKGROUND, OR CIRCUMSTANCE HAVE THE OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL THROUGH HIGHER EDUCATION. OUR ADVOCACY FOCUSES ON FOUR MAIN ISSUE AREAS: DATA AND TRANSPARENCY; DEGREE COMPLETION; AFFORDABILITY AND NEED-BASED AID; AND EXPANDING OPPORTUNITIES FOR HISTORICALLY MARGINALIZED STUDENTS, INCLUDING THOSE IMPACTED BY THE JUSTICE SYSTEM. AS WE HAVE FOR NEARLY 30 YEARS, IHEP CONTINUES TO COLLABORATE WITH CONGRESSIONAL OFFICES ON BOTH SIDES OF THE AISLE, KEY COMMITTEE STAFF, THE DEPARTMENT OF EDUCATION, AND PARTNER ORGANIZATIONS AND COALITION MEMBERS TO PROMOTE A JUST AND EQUITABLE HIGHER EDUCATION SYSTEM. THROUGH OUR CONSTRUCTIVE, CLEAR, AND CREDIBLE COMMUNICATIONS WE CONNECT OUR STUDENT-CENTERED, DATA-INFORMED, EQUITY-FOCUSED RECOMMENDATIONS WITH THE POLICYMAKERS WITH THE POWER TO ENACT NEEDED CHANGE. IN 2021, OUR EFFORTS INCLUDED HOSTING A CONGRESSIONAL BRIEFING AT WHICH MAJOR LEGISLATION TO SUPPORT COLLEGE COMPLETION WAS ANNOUNCED.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtDescDesc
$489,286ADVOCATING FOR TIMELY, ACCESSIBLE, AND COMPLETE POSTSECONDARY DATA FOR STUDENTS, POLICYMAKERS, AND POSTSECONDARY INSTITUTIONS: THE UNITED STATES' POSTSECONDARY SYSTEM IS DATA-RICH BUT INFORMATION-POOR. RECOGNIZING THE POWER OF HIGH-QUALITY DATA AND THE NEED FOR TIMELY, ACCESSIBLE, AND COMPLETE INFORMATION TO ENSURE EQUITABLE ACCESS AND SUCCESS IN HIGHER EDUCATION - ALL WHILE RIGOROUSLY PROTECTING INDIVIDUAL PRIVACY - IHEP LEADS A COALITION OF DIVERSE ORGANIZATIONS CALLED THE POSTSECONDARY DATA COLLABORATIVE. KNOWN SIMPLY AS "POSTSECDATA," THE COALITION IDENTIFIES ROOM FOR IMPROVEMENT IN THE DATA THAT GUIDES STUDENTS AND FAMILIES IN MAKING COLLEGE CHOICES, INFORMS FEDERAL, STATE, AND INSTITUTIONAL POLICIES, AND SUPPORTS COLLEGE ADMINISTRATORS AND FACULTY. THROUGH IMPACTFUL RESEARCH, TARGETED ADVOCACY EFFORTS, AND ENGAGEMENT WITH POLICYMAKERS, INSTITUTIONS, AND OTHER KEY PARTNERS, POSTSECDATA IS IMPROVING FEDERAL DATA COLLECTIONS, STRENGTHENING STATE DATA SYSTEMS, AND BUILDING A FOUNDATION FOR FUTURE GENERATIONS OF STUDENTS AND THEIR FAMILIES TO MAKE FULLY INFORMED DECISIONS ABOUT THEIR INVESTMENTS IN HIGHER EDUCATION.
$451,350PROMOTING CLEAR TRANSFER PATHWAYS:FOR EVERY 100 STUDENTS WHO ENROLL IN COMMUNITY COLLEGES, 31 STUDENTS TRANSFER TO A FOUR-YEAR INSTITUTION. OF THOSE, ONLY 14 COMPLETE A BACHELOR'S DEGREE WITHIN SIX YEARS. TOO MANY STUDENTS ARE DERAILED FROM THEIR HIGHER EDUCATION GOALS BY UNEXPECTED, UNAFFORDABLE, AND UNTENABLE-YET SOLVABLE-CHALLENGES ALONG THEIR TRANSFER JOURNEY. RECOGNIZING THE NEED FOR CLEAR SUPPORTS AND EQUITABLE PATHWAYS TO COMPLETE A DEGREE ACROSS MULTIPLE INSTITUTIONS, IHEP LEADS TRANSFERBOOST (BACHELOR'S OPPORTUNITY OPTIONS THAT ARE STRAIGHTFORWARD AND TRANSPARENT) TO ENSURE TRANSFER POLICY AND PRACTICE MEET THE NEEDS OF TODAY'S STUDENTS, TO ELEVATE TRANSFER COMMITMENTS, AND TO REACH STUDENTS WITH SIMPLE, CLEAR MESSAGING ABOUT AFFORDABLE TRANSFER PATHWAYS.
$96,373ADDRESSING INEQUITABLE ADMISSIONS:WHILE THE FEDERAL INVESTIGATION INTO THE VARSITY BLUES SCANDAL MADE CLEAR THE ILLEGAL WAYS THOSE WITH RESOURCES CAN WORK THE ADMISSIONS PROCESS TO THEIR ADVANTAGE, THERE ARE MANY LEGAL AND WIDELY ACCEPTED WAYS THAT STUDENTS FROM PRIVILEGED BACKGROUNDS BENEFIT FROM RECRUITMENT, ADMISSIONS, AND ENROLLMENT POLICIES AND PRACTICES. OUR RESEARCH INTO EIGHT SUCH POLICIES AND PRACTICES AND THEIR IMPACT ON THE SUCCESS OF STUDENTS OF COLOR AND STUDENTS FROM LOW-INCOME BACKGROUNDS IS INFORMING INSTITUTIONAL LEADERS AND FEDERAL AND STATE POLICYMAKERS AND PROMOTING FAIR RECRUITMENT, ADMISSIONS, AND ENROLLMENT.
$20,912PROMOTING OPPORTUNITY FOR STUDENTS IMPACTED BY THE JUSTICE SYSTEM:NEARLY 94 PERCENT OF PEOPLE INCARCERATED IN THE UNITED STATES DO NOT HAVE A POSTSECONDARY DEGREE, DESPITE THE RESEARCH INDICATING THAT HIGHER EDUCATION IN PRISON DECREASES RATES OF REINCARCERATION, IMPROVES CHANCES OF MEANINGFUL EMPLOYMENT, AND PROMOTES SUCCESSFUL REINTEGRATION INTO FAMILIES AND COMMUNITIES UPON RELEASE. RECOGNIZING THAT THE TRANSFORMATIVE POTENTIAL OF HIGHER EDUCATION FAR EXCEEDS RECIDIVISM REDUCTION, IHEP DEVELOPED METRICS AND GUIDANCE TO PROPERLY IDENTIFY AND BENCHMARK QUALITY HIGHER EDUCATION IN PRISON (HEP) NATIONWIDE. DEVELOPED ALONGSIDE PRACTITIONERS, DATA EXPERTS, AND STUDENTS WHO HAVE EXPERIENCED INCARCERATION, OUR COMPREHENSIVE SET OF PERFORMANCE INDICATORS HELP HEP PROGRAMS GENERATE LONG-NEEDED DATA TO INFORM PROGRAM QUALITY, DEVELOP ROBUST STANDARDS OF PRACTICE, AND ENSURE QUALITY OUTCOMES FOR STUDENTS. WE CONTINUE TO ADVOCATE FOR QUALITY EDUCATION OPPORTUNITIES FOR PEOPLE IMPACTED BY THE JUSTICE SYSTEM.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,057,921TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$3,848,171TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee23EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOLA FADEYIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028618240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11825 K STREET NW NO 720AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JACOB FRAIRE
BOARD MEMBER/CHAIR1.00Yes (X)Yes (X)$0$0$0
KRISTIN HULTQUIST
BOARD MEMBER/VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
PETER O NWOSU
BOARD MEMBER/SECRETARY1.00Yes (X)Yes (X)$0$0$0
DAREN BRISCOE
BOARD MEMBER1.00Yes (X)$0$0$0
LAURA CRONIN
BOARD MEMBER1.00Yes (X)$0$0$0
STELLA M FLORES
BOARD MEMBER1.00Yes (X)$0$0$0
ERICKA MILLER
BOARD MEMBER (END 3/2021)1.00Yes (X)$0$0$0
CHERYL A OLDHAM
BOARD MEMBER1.00Yes (X)$0$0$0
MARYELLEN MCGUIRE
BOARD MEMBER1.00Yes (X)$0$0$0
AJITA TALWALKER MENON
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES L MOORE III
BOARD MEMBER1.00Yes (X)$0$0$0
MICHELLE R WEISE
BOARD MEMBER1.00Yes (X)$0$0$0
MARY G VOIGHT--VP OF POL RES
THEN PRES. & CEO BEG 2/202140.00Yes (X)$233,495$0$33,430
TOLA FADEYI
DIRECTOR OF FINANCE/ TREASURER40.00Yes (X)$143,998$0$27,931
LACEY LEEGWATER
VP OF PLANNING & OPERATIONS32.00Yes (X)$114,239$0$21,757
MICHELLE ASHA COOPER
PRESIDENT (END 2/2021)40.00Yes (X)$38,081$0$4,932
PIPER HENDRICKS
DIRECTOR OF COMMUNICATIONS AND EXTERNAL AFFAIRS40.00$139,701$0$14,059Yes (X)
LEANNE MARIE DAVIS
ASSOC. DIR. OF POLICY & RESEARCH40.00$114,701$0$29,023Yes (X)
ELEANOR PETERS
ASSOC. DIR. OF POLICY & RESEARCH40.00$101,633$0$24,313Yes (X)
KONRAD MUGGLESTONE
ASSISTANT DIR. OF POLICY & RESEARCH40.00$100,446$0$20,803Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$986,294TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$176,248TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HCM STRATEGIES
501 CONGRESS AVE SUITE 256AUSTINTX78701RESEARCH CONSULTING$402,000
EDUCATIONCOUNSEL LLC
101 CONSTITUTION AVE NW 900WASHINGTONDC20001STRATEGIC CONSULTING$195,000
UNIVERSITY OF UTAH
201 S PRESIDENTS CIR RM 406SALT LAKE CITYUT84112RESEARCH CONSULTING$162,000
UNIVERSITY OF CENTRAL OKLAHOMA
101 NORTH EK GATLORD SUITE 1OKLAHOMA CITYOK73102RESEARCH CONSULTING$143,500
GMMB
3050 K STREET NW SUITE 100WASHINGTONDC20007COMMUNICATIONS CONSULTING$140,870
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,482,750AllOtherContributionsAmt
Total Contributions$8,482,750TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$293TotalRevenueColumnAmt
Exclusion$293ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,483,043TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$293ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$617,863TotalAmt
Program Services$263,447ProgramServicesAmt
Management And General$345,498ManagementAndGeneralAmt
Fundraising$8,918FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,342,200TotalAmt
Program Services$1,090,944ProgramServicesAmt
Management And General$242,848ManagementAndGeneralAmt
Fundraising$8,408FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$59,494TotalAmt
Program Services$47,463ProgramServicesAmt
Management And General$11,650ManagementAndGeneralAmt
Fundraising$381FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$140,264TotalAmt
Program Services$123,144ProgramServicesAmt
Management And General$16,225ManagementAndGeneralAmt
Fundraising$895FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$156,386TotalAmt
Program Services$108,180ProgramServicesAmt
Management And General$46,886ManagementAndGeneralAmt
Fundraising$1,320FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,504TotalAmt
Management And General$4,504ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,766TotalAmt
Management And General$29,766ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$69,500TotalAmt
Program Services$69,500ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,755,020TotalAmt
Program Services$1,581,673ProgramServicesAmt
Management And General$173,347ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$95,066TotalAmt
Program Services$46,241ProgramServicesAmt
Management And General$48,825ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$250,839TotalAmt
Program Services$197,334ProgramServicesAmt
Management And General$53,505ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$177,665TotalAmt
Program Services$125,445ProgramServicesAmt
Management And General$50,690ManagementAndGeneralAmt
Fundraising$1,530FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,918TotalAmt
Program Services$5,901ProgramServicesAmt
Management And General$17ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,471TotalAmt
Program Services$26,517ProgramServicesAmt
Management And General$7,954ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$43,378TotalAmt
Management And General$43,378ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,664TotalAmt
Management And General$11,664ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING & PUBLICATIONS$143,913$143,913
DUES & SUBSCRIPTIONS$30,466$18,469$11,997
TAXES AND LICENSES-$1,681-$1,681

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,966,696TotalAmt
Program Services$3,848,171ProgramServicesAmt
Management And General$1,097,073ManagementAndGeneralAmt
Fundraising$21,452FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$133,032BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,596,068BOYAmt
EOY$6,664,732EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$937,919BOYAmt
EOY$5,409,619EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$68,619BOYAmt
EOY$62,924EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$648,568LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$537,278LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$154,668BOYAmt
EOY$111,290EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,170BOYAmt
EOY$16,170EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,906,476BOYAmt
EOY$12,264,735EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$314,695BOYAmt
EOY$206,472EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,280BOYAmt
EOY$56,415EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$420,975BOYAmt
EOY$262,887EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,545,472BOYAmt
EOY$4,588,618EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,940,029BOYAmt
EOY$7,413,230EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,485,501BOYAmt
EOY$12,001,848EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,906,476BOYAmt
EOY$12,264,735EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,516,347ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,337,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,141,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,917,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,979,991CurrentTaxYearMinus1YearAmt
Current Tax Year$8,482,750CurrentTaxYearAmt
Total$26,859,446TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,337,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,141,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,917,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,979,991CurrentTaxYearMinus1YearAmt
Current Tax Year$8,482,750CurrentTaxYearAmt
Total$26,859,446TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$22,005,814SubstantialContributorsTotAmt
Public Support Total170$4,853,632PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,157CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,949CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,496CurrentTaxYearMinus1YearAmt
Current Tax Year$293CurrentTaxYearAmt
Total$110,540TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,751CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,941CurrentTaxYearMinus2YearsAmt
Total$6,692TotalAmt
FieldValueIRS element (for citing)
Total Support$26,976,678TotalSupportAmt
Gross Receipts Rltd Activities$162,600GrossReceiptsRltdActivitiesAmt
Public Support CY1700.17990PublicSupportCY170Pct
Public Support PY1700.18020PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestINSTITUTE 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 2021, IS 17.99%, 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 17.99%, 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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,956FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$91,956FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,874,740FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,966,696FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$398,335FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$99,584FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$350,840CurrentYearMinus3Amt
Current Year Minus2$407,087CurrentYearMinus2Amt
Current Year Minus1$432,465CurrentYearMinus1Amt
Current Year$398,335CurrentYearAmt
Total$1,588,727TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,383,091LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$25,013CurrentYearMinus3Amt
Current Year Minus2$89,829CurrentYearMinus2Amt
Current Year Minus1$60,880CurrentYearMinus1Amt
Current Year$91,956CurrentYearAmt
Total$267,678TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$87,710CurrentYearMinus3Amt
Current Year Minus2$101,772CurrentYearMinus2Amt
Current Year Minus1$108,116CurrentYearMinus1Amt
Current Year$99,584CurrentYearAmt
Total$397,182TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$595,773GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$417CurrentYearMinus3Amt
Total$417TotalAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$452,142OtherCostOrOtherBasisAmt
Depreciation$429,042DepreciationAmt
Book Value$23,100BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,462OtherCostOrOtherBasisAmt
Depreciation$32,462DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,964OtherCostOrOtherBasisAmt
Depreciation$75,774DepreciationAmt
Book Value$88,190BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$111,290TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$56,415Amt
FieldValueIRS element (for citing)
Total Liability$56,415TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,483,043TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$8,483,043RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,483,043TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,966,696TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,966,696ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,966,696TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFOR THE YEAR ENDED DECEMBER 31, 2021, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARY G VOIGHT--VP OF POL RES
THEN PRES. & CEO BEG 2/2021$233,495$0$0$0$0$0$8,793$0$24,637$0$266,925$0$0$0
TOLA FADEYI
DIRECTOR OF FINANCE/ TREASURER$138,998$0$5,000$0$0$0$4,873$0$23,058$0$171,929$0$0$0
PIPER HENDRICKS
DIRECTOR OF COMMUNICATIONS AND EXTER$124,701$0$15,000$0$0$0$5,666$0$8,393$0$153,760$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE FOLLOWING BONUSES WERE PAID TO INDIVIUDALS LISTED ON PART VII: TOLA FADEYI--$5,000. PIPER HENDRICKS--$15,000. LEANNE MARIE DAVIS--$15,000. LACEY LEEGWATER--$15,000. ELEANOR PETERS--$5,000. KONRAD MUGGLESTONE--$10,000.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HCM STRATEGISTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionKRISTIN HULQUIST, VICE CHAIR, IS A MORE THAN 35% OWNER OF HCM STRATEGISTSRelationshipDescriptionTxt
Transaction$402,000TransactionAmt
TransactionHCM WAS PAID $402,000 IN 2021 ON A SUBCONTRACT THAT IT HAS WITH IHEP. THE SUBCONTRACT IT HAS IS OVER 2 YEARS AND IS EXPECTED TO TOTAL $920,000.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN PROVIDED ELECTRONICALLY TO THE BOARD. THIS WAS DONE WITH REVIEW FROM IHEP'S AUDIT COMMITTEE, WHICH REPORTED TO THE BOARD ABOUT THE FILING AND ASKED IF ANY OTHER MEMBER OF THE BOARD HAD ANY QUESTIONS/COMMENTS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CIHEP 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 15ATHE 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 2021.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING: PROGRAM SERVICE EXPENSES 799,347. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 799,347. INTERN STIPENDS: PROGRAM SERVICE EXPENSES 19,066. MANAGEMENT AND GENERAL EXPENSES 2,397. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,463. HONORARIUM: PROGRAM SERVICE EXPENSES 39,729. MANAGEMENT AND GENERAL EXPENSES 4,996. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,725. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 681,359. MANAGEMENT AND GENERAL EXPENSES 85,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 767,032. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 42,172. MANAGEMENT AND GENERAL EXPENSES 80,281. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,453.

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