INSTITUTE FOR HIGHER EDUCATION POLICY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: INSTITUTE FOR HIGHER EDUCATION POLICY (EIN 52-1818907)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-13
IRS object ID: 201933179349301588
Schema version: 2018v3.1
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-13T10:11:21-06:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	521818907	EIN

Business Name BusinessName

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

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	1825 K STREET NW NO 720	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHELLE ASHA COOPER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2028618223	PhoneNum
Signature	2019-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD J LOCASTRO CPA	PreparerPersonNm
PTIN	P00288314	PTIN
Phone	3019519090	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	75.103.231.202	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-13	IPDt
IP Tm	11:11:16	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B66DADC3C91ED9A06F62FB7F8BC46163BCBFC8AD	AtSubmissionCreationDeviceId
At Submission Filing Device Id	EF960CB6235E67D236768708300BD2CC7ECC8D17	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHELLE ASHA COOPER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1825 K STREET NW NO 720	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,277,727	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	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	27	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$8,002	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$7,337,114	PYContributionsGrantsAmt
CY Contributions Grants	$5,141,819	CYContributionsGrantsAmt
PY Program Service Revenue	$77,600	PYProgramServiceRevenueAmt
CY Program Service Revenue	$85,000	CYProgramServiceRevenueAmt
PY Investment Income	$2,645	PYInvestmentIncomeAmt
CY Investment Income	$49,157	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$1,751	CYOtherRevenueAmt
PY Total Revenue	$7,417,359	PYTotalRevenueAmt
CY Total Revenue	$5,277,727	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	$1,548,138	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,755,931	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,615	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,266,686	PYOtherExpensesAmt
CY Other Expenses	$2,260,870	CYOtherExpensesAmt
PY Total Expenses	$2,814,824	PYTotalExpensesAmt
CY Total Expenses	$4,016,801	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,602,535	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,260,926	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,515,509	TotalAssetsBOYAmt
Total Assets EOY	$13,759,984	TotalAssetsEOYAmt
Total Liabilities BOY	$461,034	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$444,583	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,054,475	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$13,315,401	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE INSTITUTE FOR HIGHER EDUCATION POLICY IS COMMITTED TO IMPROVING COLLEGE ACCESS AND SUCCESS IN HIGHER EDUCATION FOR ALL STUDENTS - WITH A SPECIAL FOCUS ON UNDERSERVED POPULATIONS - BY PROVIDING TIMELY RESEARCH TO INFORM PUBLIC POLICY DECISIONS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,293,774	ExpenseAmt
Desc	DEGREES WHEN DUE: BROADLY, THE PURPOSE OF DEGREES WHEN DUE (DWD) IS TO STRATEGICALLY SCALE DEGREE RECLAMATION POLICIES AND PROCESSES THAT BUILD ON THE PROJECT "WIN-WIN AND "CREDIT WHEN IT'S DUE" INITIATIVES TO GROW QUALITY COLLEGE DEGREE ATTAINMENT AMONG POTENTIAL COMPLETERS. "DEGREES WHEN DUE" IS THE RESULT OF THE WORK OF IHEP PROJECT "WIN-WIN" (1575) AND IS SUPPORTED BY MULTIPLE FUNDERS AND BUDGETS (INCLUDING, KRESGE DEGREES WHEN DUE (1060), ECMC DEGREES WHEN DUE (1110)), LUMINA FOUNDATION, AND ASCENDIUM. THROUGH CONTINUED PARTNERSHIP WITH DR. JASON TAYLOR, IHEP WILL ALSO INVESTIGATE EQUITY-FOCUSED RESEARCH QUESTIONS AND ASSESS THE IMPACT OF THE DWD INITIATIVE. IN 2018, IHEP HIRED AN ASSISTANT DIRECTOR OF APPLIED RESEARCH WITH EXPERIENCE WORKING ON ADULT COMPLETION STRATEGIES TO LEAD THE RECRUITMENT OF PARTICIPATING INSTITUTIONS AND THE IMPLEMENTATION OF DWD. SUPPORT OF THIS WORK WILL BE USED FOR GENERAL OPERATING PURPOSES, INCLUDING THE DEVELOPMENT OF THE DWD ONLINE COURSE, COACHING, TOOLKITS, WEBSITE AND CONTINUED EXPANSION OF PARTICIPATING INSTITUTIONS AND STATES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$826,158	ExpenseAmt
Desc	POSTSEC DATA 2.0: IN THE SECOND YEAR OF THIS THREE-YEAR GRANT, WE CONTINUED THE MOMENTUM OF THE POSTSECDATA COLLABORATIVE THROUGH IMPACTFUL RESEARCH AND ADVOCACY EFFORTS AND ENGAGEMENT WITH POLICYMAKERS, INSTITUTIONS, AND OTHER KEY PARTNERS. THROUGHOUT 2018, WE MAINTAINED MONTHLY COLLABORATIVE MEETINGS, PROVIDED TESTIMONY FOR POLICYMAKERS, CONVENED INSTITUTIONAL REPRESENTATIVES, AND GAVE FEEDBACK TO THE DEPARTMENT OF EDUCATION ABOUT WAYS TO USE DATA FOR POLICYMAKING AND IMPROVE FEDERAL DATA COLLECTIONS. THE COLLABORATIVE PRODUCED SIX COMMENTARY LETTERS IN RESPONSE TO FEEDBACK REQUESTS AND PROPOSED LEGISLATION. WE ALSO PUBLISHED FIVE "DATA AT WORK" BLOG POSTS ON A BROAD ARRAY OF TOPICS. WE WILL CONTINUE ALL OF THIS WORK THROUGHOUT 2019.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$353,188	ExpenseAmt
Desc	IHEP ADVOCACY: THIS THREE-YEAR PROJECT IS DESIGNED TO STRENGTHEN IHEP'S ADVOCACY CAPACITY TO ADVANCE OUR POLICY PRIORITIES MORE EFFECTIVELY. THROUGHOUT 2018, WE CONTINUED WORK WITH EDUCATIONCOUNSEL TO REFINE OUR ADVOCACY PLATFORM, FOCUSING ON FOUR ISSUE AREAS: TRANSPARENCY, COMPLETION, NEED-BASED AID, AND JUSTICE-IMPACTED STUDENTS. WE FINALIZED THIS PLATFORM AND USED IT TO SHAPE OUR ADVOCACY ACTIVITIES. IHEP ALSO COLLABORATED WITH PARTNER ORGANIZATIONS IN THE HIGHER EDUCATION ALLIANCE AND OTHER COALITIONS ON ISSUES RELATED TO OUR POLICY AGENDA. WE ALSO CONTINUED TO ENGAGE STRATEGICALLY ON HIGHER EDUCATION ISSUES WITH CIVIL RIGHTS ORGANIZATIONS AND THE JUSTICE COMMUNITY TO ADVANCE EDUCATIONAL OPPORTUNITIES FOR UNDERSERVED STUDENTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (12 entries)

ExpenseExpenseAmt	DescDesc	RevenueRevenueAmt
$287,425	ASCENDIUM HIGHER EDUCATION IN PRISON: IN JULY 2018, IHEP LAUNCHED A RESEARCH INITIATIVE TO DEVELOP A KEY PERFORMANCE INDICATORS (KPIS) FRAMEWORK THAT WILL HELP HIGHER EDUCATION IN PRISON (HEP) PRACTITIONERS ASSESS THE IMPACT OF PROGRAMS AND PROCESSES. THE FINAL FRAMEWORK WILL BE INFORMED BY AN ADVISORY COUNCIL COMPOSED OF HEP PRACTITIONERS, RESEARCHERS, AND ADVOCATES COMMITTED TO DEVELOPING A COMMON SET OF INDICATORS THAT DETAIL THE IMPACT OF POSTSECONDARY EDUCATION ON RE-ENTRY OUTCOMES.
$163,417	IHEP COMMUNICATIONS: THIS THREE-YEAR GRANT BY THE BILL & MELINDA GATES FOUNDATION AIMS TO STRENGTHEN IHEP'S COMMUNICATIONS INFRASTRUCTURE. IN MAY 2018, IHEP WELCOMED COMMUNICATIONS ASSOCIATE KATHRYN GIMBORYS TO SUPPORT THE COMMUNICATIONS AND ADVOCACY OFFICER. WITH AN EXPANDED COMMUNICATIONS TEAM, IHEP SHARPENED ITS ORGANIZATIONAL MESSAGING AND LEVERAGED OPPORTUNITIES TO MAKE IMPACTFUL PUBLIC STATEMENTS, EARNED MEDIA HITS IN TOP-TIER OUTLETS, AND GREW ITS FOLLOWING AND REACH ON SOCIAL MEDIA. IHEP CREATED TWO NEW TWITTER CAMPAIGNS. FINALLY, IN 2018, IHEP CO-HOSTED AND PARTICIPATED IN A RANGE OF CONVENINGS AND SEVERAL TWITTER CHATS.
$154,544	LUMINA AFFORDABILITY: IN 2018, IHEP CONTINUED TO EXPLORE COLLEGE AFFORDABILITY CHALLENGES FACING TODAY'S STUDENTS, RESULTING IN A PUBLISHED BRIEF IN 2018 AND TWO MORE RELEASES ANTICIPATED IN 2019. THIS YEAR, WE RELEASED OUR STATE OF FREE COLLEGE BRIEF, WHICH BUILT ON THE SUCCESSFUL METHODOLOGICAL MODEL USED IN LIMITED MEANS, LIMITED OPTIONS (LMLO). THIS YEAR WE ALSO BEGAN WORK ON TWO PROJECTS THAT ARE SLATED FOR RELEASE IN 2019. THE FIRST IS THE QUALITATIVE RESEARCH COMPONENT OF OUR AFFORDABILITY WORK THAT SEEKS TO INCORPORATE THE EXPERIENCES OF REAL LOW-INCOME AND WORKING-CLASS COLLEGE STUDENTS INTO THE BROADER AFFORDABILITY NARRATIVE. WE HAVE ALSO COLLECTED DATA FOR A SECOND PROJECT THAT WILL USE THE LMLO METHODOLOGY TO EXAMINE COLLEGE AFFORDABILITY AT ALL FIFTY FLAGSHIP INSTITUTIONS.
$120,036	ARNOLD VENTURES: IN 2017, IHEP RECEIVED SUPPORT TO INFORM FEDERAL DATA POLICY BY ADDRESSING PRIVACY AND SECURITY CONCERNS RELATED TO THE COLLECTION OF EDUCATION DATA. IHEP LAUNCHED THE PRIVACY AND SECURITY ADVISORY BOARD (PSAB), WHICH WILL LEAD THE FIELD IN THE DEVELOPMENT OF TECHNICALLY AND EDUCATIONALLY SOUND POLICY RESOURCES ASSOCIATED WITH STUDENT DATA AND DATA USE IN HIGHER EDUCATION. IHEP CONVENED THE BOARD FOR THE FIRST MEETING IN AUGUST 2018. THIS WORK IS CO-FUNDED BY THIS GRANT AND GRANT 1125 (GATES PRIVACY).
$116,898	JOYCE FLAGSHIPS: THROUGHOUT 2018, IHEP CONDUCTED QUANTITATIVE RESEARCH ON THE RACIAL AND SOCIOECONOMIC GAPS IN ACCESS AND COMPLETION AT SIX MIDWESTERN FLAGSHIPS (IN ILLINOIS, INDIANA, MICHIGAN, MINNESOTA, OHIO, WISCONSIN). THE RESEARCH TEAM ALSO INVITED ADMINISTRATORS AT EACH COLLEGE TO PARTICIPATE IN AN INTERVIEW ABOUT THESE RESULTS. THE RESEARCH CULMINATED IN OCTOBER 2018 WHEN IHEP RELEASED AN OVERVIEW REPORT AND SIX "EQUITY SNAPSHOTS" EXAMINING THE EQUITY GAPS AT EACH INSTITUTION AND HIGHLIGHTED SEVERAL INSTITUTIONAL PRACTICES THAT ARE CONTRIBUTING TO THE GAPS. THE TEAM ALSO PRESENTED THIS WORK AT CONFERENCES AND MEETINGS IN THE MIDWEST. THIS PROJECT WAS EXTENDED INTO 2019.
$112,571	TALENT HUBS: IN FALL 2017, LUMINA FOUNDATION DESIGNATED 17 COMMUNITIES ACROSS THE COUNTRY AS TALENT HUBS WHICH WILL INTENSIVELY FOCUS ON INCREASING POSTSECONDARY ATTAINMENT AMONG CRITICAL POPULATIONS. IHEP RECEIVED SUPPORT TO SERVE AS AN INTERMEDIARY ORGANIZATION FOR THE INITIATIVE. IHEP SPENT 2018 SERVING AS A COMMUNITY OF PRACTICE LEADER FOR THE GROUP OF COMMUNITIES WHO WERE TARGETING THE "SOME COLLEGE, NO DEGREE" STUDENT POPULATION IN THEIR EFFORTS TO INCREASE ATTAINMENT AMONG THESE ADULTS. THE TALENT HUB TEAMS COMPRISING THIS GROUP ARE: AUSTIN, TEXAS; LOS ANGELES, CALIFORNIA; NEW YORK, NEW YORK; PHILADELPHIA, PENNSYLVANIA; RICHMOND, VIRGINIA; AND SHASTA COUNTY, CALIFORNIA. IHEP HOSTED MONTHLY CONFERENCE CALLS, CONNECTED TEAMS WITH EXPERTS, AND PROVIDED INDIVIDUALIZED CONSULTANCY AND FEEDBACK ON STRATEGIC PLANNING MATERIALS, WHILE ALSO HOSTING AN IN-PERSON LEARNING LAB IN SEPTEMBER 2018, FUNDED BY A CONTRACT FROM ROCKEFELLER (1250) TO PROVIDE A GUIDED, INTERACTIVE LEARNING EXPERIENCE FOR COMMUNITY TEAMS TO RECEIVE SPECIALIZED COACHING ASSISTANCE FROM NATIONAL AND LOCAL THOUGHT LEADERS.	$65,000
$104,477	LUMINA ACCREDITATION: IN 2017, IHEP RECEIVED A GRANT TO EXPLORE DATA USAGE IN THE ACCREDITATION SPACE. THE PROJECT WILL BE RELEASED TO THE PUBLIC IN JUNE 2019, BASED ON REVIEWS OF PUBLICLY AVAILABLE INFORMATION ABOUT WHICH DATA INSTITUTIONS ARE REQUIRED TO PROVIDE TO ACCREDITORS, EXTENSIVE INTERVIEWS WITH LEADERS FROM REGIONAL, NATIONAL, AND PROGRAMMATIC ACCREDITORS, AND SCHEDULED FOR 2019, AN IN-PERSON CONVENING OF ACCREDITATION REPRESENTATIVES. INITIAL FINDING SHOW THAT ACCREDITORS ARE COLLECTING SOME DATA ELEMENTS FROM THE INSTITUTIONS THEY OVERSEE, BUT THAT MOST ARE REQUIRING RELATIVELY FEW ELEMENTS AND VERY SELDOM ARE DATA DISAGGREGATED ACCORDING TO RACE OR ETHNICITY.
$90,526	GATES STATE DATA: IN LATE-2017, IHEP RECEIVED SUPPLEMENTAL FUNDING TO OUR CURRENT POSTSECDATA PROJECT (1590) TO EXPLORE ALIGNMENT BETWEEN FEDERAL- AND STATE-LEVEL POSTSECONDARY DATA POLICIES AND TO STRENGTHEN POSTSECONDARY DATA ADVOCACY EFFORTS FOR STATE REPRESENTATIVES. IHEP CONVENED TWO WORKING GROUP MEETINGS IN 2018 FOR THE FIRST MEETING IN JULY 2018. IN 2019, IHEP PLANS TO PUBLISH A POLICY PAPER BASED ON THE FRAMEWORK DEVELOPED BY THE WORKING GROUP.
$75,841	GATES PRIVACY: IN 2017, IHEP RECEIVED SUPPLEMENTAL FUNDING TO OUR CURRENT POSTSECDATA PROJECT (1590) TO INFORM FEDERAL DATA POLICY BY ADDRESSING PRIVACY AND SECURITY CONCERNS RELATED TO THE COLLECTION OF EDUCATION DATA. IHEP LAUNCHED THE PRIVACY AND SECURITY ADVISORY BOARD (PSAB), WHICH WILL LEAD THE FIELD IN THE DEVELOPMENT OF TECHNICALLY AND EDUCATIONALLY SOUND POLICY RESOURCES ASSOCIATED WITH STUDENT DATA AND DATA USE IN HIGHER EDUCATION. IHEP CONVENED THE BOARD FOR THE FIRST MEETING IN AUGUST 2018. ADVISORY BOARD MEMBERS WORKED TOGETHER IN TABLE GROUPS TO IDENTIFY KNOWLEDGE GAPS BETWEEN EXPERTS AND POLICYMAKERS; WHICH WERE TRANSFORMED INTO FOUR RESEARCH THEMES RIPE FOR FUTURE EXPLORATION. THIS WORK IS CO-FUNDED BY THIS GRANT AND GRANT 1355 (ARNOLD VENTURES).
$4,069	LUMINA TODAY'S STUDENT: THROUGH THIS 2018 CONTRACT, IHEP PROVIDES DATA SUPPORT FOR THE LUMINA FOUNDATION'S TODAY'S STUDENT EFFORT. IHEP WAS CONTRACTED TO PROVIDE A SYSTEMATIC UPDATE OF TODAY'S STUDENT DATA (PHASE 1) AND OTHER DATA ANALYSIS SUPPORT (PHASE 2) TO SUPPORT THE FOUNDATION'S EFFORTS TO KEEP POLICYMAKERS AND THE FIELD FOCUSED ON THE NEEDS AND CHALLENGES THAT TODAY'S STUDENTS FACE TO SUCCESSFULLY COMPLETE THEIR EDUCATION. IHEP COMPLETED PHASE 1 OF THE WORK IN 2018. THIS CONTRACT WAS EXTENDED THROUGH JUNE 2019 TO CONTINUE SUPPORT OF PHASE 2 EFFORTS.	$20,000
	KRESGE GENERAL OPERATING SUPPORT: IN 2018, IHEP RECEIVED A GENERAL OPERATING SUPPORT GRANT TO CONTINUE AMPLIFYING THE ORGANIZATION'S LEADERSHIP IN ADVANCING TRANSFORMATIVE POSTSECONDARY SOLUTIONS FOR UNDERSERVED POPULATIONS. SPECIFICALLY, THIS SUPPORT HELPS IHEP PROVIDE THE FIELD WITH MORE VISIBLE LEADERSHIP OF KEY REFORM ISSUES, ENHANCE COMMUNICATIONS AND TECHNOLOGY STRATEGIES, AND ADVANCE EXISTING AND EMERGING POLICY AND PRACTICE RECOMMENDATIONS. THIS THREE-YEAR PROJECT ENDS IN 2021.
	GATES GENERAL OPERATING SUPPORT: IN 2018, IHEP RECEIVED A THREE-YEAR GENERAL OPERATING SUPPORT GRANT TO ENHANCE EFFORTS ALIGNED WITH OUR ORGANIZATIONAL POLICY PRIORITIES AND EVOLVING ORGANIZATIONAL NEEDS. SIMILAR TO IHEP'S OTHER GENERAL OPERATING GRANT, THIS SUPPORT HELPS IHEP CONTRIBUTE KEY REFORM ISSUES IN THE FIELD, STRENGTHEN COMMUNICATIONS AND TECHNOLOGY STRATEGIES, AND DRIVE EXISTING AND EMERGING POLICY AND PRACTICE RECOMMENDATIONS. THIS PROJECT ENDS IN 2021.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,229,804	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$85,000	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,702,924	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	25	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	27	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	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	MICHELLE COOPER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2028618240	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1825 K STREET NW NO 720	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ROB ANDERSON
CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
LANDE AJOSE
VICE CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
CHARLENE M DUKES
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
DAREN BRISCOE
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
KRISTIN CONKLIN
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
LAURA CRONIN
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
JOSE LUIS CRUZ
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
STELLA M FLORES
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
JACOB FRAIRE
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
VICTOR KUO
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
ERICKA MILLER
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
CHERLY A OLDHAM
BOARD MEMBER	3.00	Yes (X)		$0	$0	$0
MICHELLE ASHA COOPER
PRESIDENT	40.00		Yes (X)	$227,363	$0	$20,664
JULIE AJINKYA
VP OF APPLIED RESEARCH	40.00		Yes (X)	$149,333	$0	$20,640
MAMIE VOIGHT
VP OF POLICY RESEARCH	40.00		Yes (X)	$154,241	$0	$20,504
LISA STEWART
CFO/TREASURER (THROUGH 04/18)	40.00		Yes (X)	$56,642	$0	$3,057
LACEY LEEGWATER
VP OF PLANNING & OPERATIONS	40.00		Yes (X)	$105,551	$0	$3,522

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$693,130	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$68,387	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THE UNIV OF UTAH
201 S PRESIDENTS CIR RM 406	SALT LAKE CITY	UT	84112	CONSULTING	$180,050
EDUCATIONCOUNSEL LLC
101 CONSTITUTION AVE NW 900	WASHINGTON	DC	20001	STRATEGIC COUNSELING	$180,000
COUNCIL FOR ADULT AND EXP LEARNING
55 E MONROE ST STE 2710	CHICAGO	IL	60603	CONSULTING	$130,000
AJILON
DEPT CH 14031	PALATINE	IL	600554031	TEMPORARY STAFFING SERVICES	$101,076

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$5,141,819	AllOtherContributionsAmt
Total Contributions	$5,141,819	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONTRACT REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$85,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$85,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$85,000	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$49,157	TotalRevenueColumnAmt
Exclusion	$49,157	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,751	TotalRevenueColumnAmt
Exclusion	$1,751	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,751	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,277,727	TotalRevenueColumnAmt
Related Or Exempt Func Income	$85,000	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$50,908	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	$761,517	TotalAmt
Program Services	$741,550	ProgramServicesAmt
Management And General	$16,396	ManagementAndGeneralAmt
Fundraising	$3,571	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$776,882	TotalAmt
Program Services	$759,390	ProgramServicesAmt
Management And General	$14,446	ManagementAndGeneralAmt
Fundraising	$3,046	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$24,916	TotalAmt
Program Services	$24,261	ProgramServicesAmt
Management And General	$558	ManagementAndGeneralAmt
Fundraising	$97	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$81,891	TotalAmt
Program Services	$79,560	ProgramServicesAmt
Management And General	$1,910	ManagementAndGeneralAmt
Fundraising	$421	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$110,725	TotalAmt
Program Services	$108,003	ProgramServicesAmt
Management And General	$2,242	ManagementAndGeneralAmt
Fundraising	$480	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,256	TotalAmt
Management And General	$4,256	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$41,661	TotalAmt
Management And General	$41,661	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,355,657	TotalAmt
Program Services	$1,325,856	ProgramServicesAmt
Management And General	$29,801	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$235,952	TotalAmt
Program Services	$142,022	ProgramServicesAmt
Management And General	$93,930	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$113,864	TotalAmt
Program Services	$113,864	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$176,209	TotalAmt
Program Services	$102,270	ProgramServicesAmt
Management And General	$73,939	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$172,508	TotalAmt
Program Services	$169,926	ProgramServicesAmt
Management And General	$2,582	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$106,012	TotalAmt
Program Services	$104,425	ProgramServicesAmt
Management And General	$1,587	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$881	TotalAmt
Management And General	$881	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,015	TotalAmt
Program Services	$15,099	ProgramServicesAmt
Management And General	$10,916	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,840	TotalAmt
Program Services	$4,551	ProgramServicesAmt
Management And General	$3,289	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	DUES & SUBSCRIPTIONS	Desc
Total	$20,015	TotalAmt
Program Services	$12,147	ProgramServicesAmt
Management And General	$7,868	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,016,801	TotalAmt
Program Services	$3,702,924	ProgramServicesAmt
Management And General	$306,262	ManagementAndGeneralAmt
Fundraising	$7,615	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$70,823	BOYAmt
EOY	$140,273	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$6,605,202	BOYAmt
EOY	$9,708,018	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,664,234	BOYAmt
EOY	$3,762,875	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$45,996	BOYAmt
EOY	$45,580	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$560,625	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$473,557	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$113,084	BOYAmt
EOY	$87,068	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$16,170	BOYAmt
EOY	$16,170	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,515,509	BOYAmt
EOY	$13,759,984	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$245,239	BOYAmt
EOY	$265,803	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$215,795	BOYAmt
EOY	$178,780	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$461,034	BOYAmt
EOY	$444,583	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$874,884	BOYAmt
EOY	$2,044,791	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,179,591	BOYAmt
EOY	$11,270,610	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,054,475	BOYAmt
EOY	$13,315,401	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,515,509	BOYAmt
EOY	$13,759,984	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,260,926	ReconcilationRevenueExpnssAmt
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	$1,730,916	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,233,708	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,722,852	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,337,114	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,141,819	CurrentTaxYearAmt
Total	$24,166,409	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,730,916	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,233,708	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,722,852	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,337,114	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,141,819	CurrentTaxYearAmt
Total	$24,166,409	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$20,570,047	SubstantialContributorsTotAmt
Public Support Total170	$3,596,362	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,197	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,633	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,590	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,645	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,157	CurrentTaxYearAmt
Total	$60,222	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,520	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,200	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$1,751	CurrentTaxYearAmt
Total	$4,471	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$24,231,102	TotalSupportAmt
Gross Receipts Rltd Activities	$597,063	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.14840	PublicSupportCY170Pct
Public Support PY170	0.12450	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 2018, IS 14.84%, 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 HAVE PROVIDED IHEP WITH SUPPORT IN THE PAST YEAR TO BOTH HELP THE ORGANIZATION CONTINUE AND EXPAND ITS PROGRAM AND RESEARCH WORK AND STRENGTHEN ITS GENERAL OPERATIONS. IHEP'S PUBLIC SUPPORT, AT 14.84%, 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 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

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	$417	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$24,596	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$25,013	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$3,991,788	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$4,016,801	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$350,840	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$87,710	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 Minus1	$290,741	CurrentYearMinus1Amt
Current Year	$350,840	CurrentYearAmt
Total	$641,581	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$962,372	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$15,919	CurrentYearMinus1Amt
Current Year	$25,013	CurrentYearAmt
Total	$40,932	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$72,685	CurrentYearMinus1Amt
Current Year	$87,710	CurrentYearAmt
Total	$160,395	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$240,593	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$417	CurrentYearAmt
Total	$417	TotalAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$452,142	OtherCostOrOtherBasisAmt
Depreciation	$365,074	DepreciationAmt
Book Value	$87,068	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$51,212	OtherCostOrOtherBasisAmt
Depreciation	$51,212	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,271	OtherCostOrOtherBasisAmt
Depreciation	$57,271	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$87,068	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED RENT	Desc
Amt	$178,780	Amt

Field	Value	IRS element (for citing)
Total Liability	$178,780	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,277,727	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$5,277,727	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,277,727	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,016,801	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,016,801	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,016,801	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	FOR THE YEAR ENDED DECEMBER 31, 2018, 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

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
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 (3 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
MICHELLE ASHA COOPER
PRESIDENT	$227,363	$0	$0	$0	$0	$0	$6,821	$0	$13,843	$0	$248,027	$0	$0	$0
JULIE AJINKYA
VP OF APPLIED RESEARCH	$149,333	$0	$0	$0	$0	$0	$4,480	$0	$16,160	$0	$169,973	$0	$0	$0
MAMIE VOIGHT
VP OF POLICY RESEARCH	$154,241	$0	$0	$0	$0	$0	$4,627	$0	$15,877	$0	$174,745	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 7	FormAndLineReferenceDesc
Explanation	LISA STEWART AND LACEY LEEGWATER RECEIVED BONUSES OF $2,750 AND $8,750, RESPECTIVELY.	ExplanationTxt

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 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 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 NOVEMBER 2017.
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	CONSULTING: PROGRAM SERVICE EXPENSES 958,058. MANAGEMENT AND GENERAL EXPENSES 21,534. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 979,592. INTERN STIPENDS: PROGRAM SERVICE EXPENSES 59,026. MANAGEMENT AND GENERAL EXPENSES 1,327. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,353. HONORARIUM: PROGRAM SERVICE EXPENSES 11,023. MANAGEMENT AND GENERAL EXPENSES 248. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,271. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 258,861. MANAGEMENT AND GENERAL EXPENSES 5,818. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 264,679. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 38,888. MANAGEMENT AND GENERAL EXPENSES 874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,762.