INSTITUTE FOR HIGHER EDUCATION POLICY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR HIGHER EDUCATION POLICY (EIN 52-1818907)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202503189349308745
Schema version
2024v5.2
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)
Return2025-11-14T13:19:41-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Phone2028618245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11615 L STREET NW 310AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY G VOIGHTPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2028618245PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH W HELLERPreparerPersonNm
PTINP00397829PTIN
Phone3019519090PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY G VOIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11615 L STREET NW 310AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,861,160GrossReceiptsAmt
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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,908,614PYContributionsGrantsAmt
CY Contributions Grants$8,525,255CYContributionsGrantsAmt
PY Program Service Revenue$37,000PYProgramServiceRevenueAmt
CY Program Service Revenue$15,000CYProgramServiceRevenueAmt
PY Investment Income$131,296PYInvestmentIncomeAmt
CY Investment Income$303,832CYInvestmentIncomeAmt
PY Other Revenue$39,884PYOtherRevenueAmt
CY Other Revenue$17,073CYOtherRevenueAmt
PY Total Revenue$2,116,794PYTotalRevenueAmt
CY Total Revenue$8,861,160CYTotalRevenueAmt
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$2,481,801PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,837,601CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$85,791CYTotalFundraisingExpenseAmt
PY Other Expenses$1,729,921PYOtherExpensesAmt
CY Other Expenses$1,438,250CYOtherExpensesAmt
PY Total Expenses$4,211,722PYTotalExpensesAmt
CY Total Expenses$4,275,851CYTotalExpensesAmt
PY Revenues Less Expenses-$2,094,928PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,585,309CYRevenuesLessExpensesAmt
Total Assets BOY$10,967,525TotalAssetsBOYAmt
Total Assets EOY$15,823,577TotalAssetsEOYAmt
Total Liabilities BOY$485,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$419,410TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,482,055NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,404,167NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,648,790ExpenseAmt
Revenue$15,000RevenueAmt
DescDATA & TRANSPARENCY OUR SYSTEM OF HIGHER EDUCATION IS DATA-RICH BUT INFORMATION-POOR. IHEP PROMOTES 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 2014, IHEP HAS LED THE POSTSECONDARY DATA COLLABORATIVE (POSTSECDATA), A COALITION OF DIVERSE ORGANIZATIONS THAT JOINTLY ADVOCATES FOR THE USE OF HIGH-QUALITY POSTSECONDARY DATA TO IMPROVE ACCESS AND SUCCESS IN HIGHER EDUCATION, INFORM AND EVALUATE POLICY DEVELOPMENT, AND INFORM STUDENT CHOICES ABOUT THEIR INVESTMENTS IN HIGHER EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$786,783ExpenseAmt
DescEVIDENCE-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. IHEP WORKS TO SUPPORT KNOWLEDGE BUILDING AND SCALING OF DATA-DRIVEN STRATEGIES THAT IMPROVE COMPLETION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$570,381ExpenseAmt
DescNEED-BASED AID NEED-BASED AID DOES MORE THAN MAKE COLLEGE MORE AFFORDABLE - IT MAKES COLLEGE POSSIBLE FOR TODAY'S STUDENTS. WE PROMOTE AFFORDABLE POSTSECONDARY EDUCATION BY: IDENTIFYING FINANCIAL CHALLENGES AND EXAMINING INNOVATIVE SOLUTIONS; CALLING TO PROTECT AND INCREASE NEED-BASED AID AT THE FEDERAL, STATE, AND INSTITUTIONAL LEVELS; AND WORKING WITH POLICYMAKERS AND PRACTITIONERS TO 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtDescDesc
$209,952STRONG 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 AND CULTIVATE SUPPORT FOR COMPREHENSIVE REFORM THAT INCENTIVIZES AND SUPPORTS IMPROVEMENT, ESPECIALLY AMONG PROGRAMS THAT PERSISTENTLY DELIVER A LOW RETURN ON INVESTMENT.
COLLEGE ADMISSIONS YEARS OF ADMISSIONS POLICIES HAVE LEFT BLACK, LATINX, AMERICAN INDIAN AND ALASKA NATIVE STUDENTS, AND STUDENTS FROM LOW-INCOME BACKGROUNDS UNDERREPRESENTED AT THE NATION'S SELECTIVE INSTITUTIONS. IHEP RESEARCHES RECRUITMENT, ADMISSIONS, AND ENROLLMENT POLICIES AND PRACTICES. WE BUILD FIELD SUPPORT FOR THE POSITIVE IMPACTS OF A DIVERSE CAMPUS TO ENCOURAGE INSTITUTIONS TO IMPLEMENT STRATEGIES THAT HELP MORE STUDENTS ACCESS POSTSECONDARY EDUCATION.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$209,952TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$3,215,906TotalProgramServiceExpensesAmt
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 SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 Ent0BusinessRlnWith35CtrlEntInd
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 Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26EmployeeCnt
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 Line1AMBER MCKOWENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028618240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11615 L STREETAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARYELLEN MCGUIRE
BOARD MEMBER/CHAIR1.00Yes (X)Yes (X)$0$0$0
AJITA TALWALKER MENON
BOARD MEMBER/VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
DENISA GANDARA
BOARD MEMBER/SECRETARY1.00Yes (X)Yes (X)$0$0$0
BRIAN BRIDGES
BOARD MEMBER1.00Yes (X)$0$0$0
PETER O NWOSU
BOARD MEMBER1.00Yes (X)$0$0$0
MIKE KRAUSE
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES LARIMORE
BOARD MEMBER1.00Yes (X)$0$0$0
ROB OLCOTT
BOARD MEMBER1.00Yes (X)$0$0$0
AMANDA R TACHINE
BOARD MEMBER1.00Yes (X)$0$0$0
MICHELLE R WEISE
BOARD MEMBER1.00Yes (X)$0$0$0
MARY MAMIE G VOIGHT
PRESIDENT & CEO40.00Yes (X)$279,625$0$40,658
TOLA FADEYI
CHIEF FINANCIAL OFFICER/TREASURER40.00Yes (X)$191,470$0$34,788
KELLY LEON
VP OF COMMS & GOVT AFFAIRS40.00$201,210$0$29,544Yes (X)
DIANE CHENG
VP OF RESEARCH & POLICY40.00$196,392$0$20,799Yes (X)
AMANDA JANICE ROBERSON
VP OF OPERATIONS40.00$169,960$0$34,664Yes (X)
ELEANOR PETERS
DIRECTOR OF RESEARCH AND POLICY40.00$133,850$0$28,063Yes (X)
SEAN TIERNEY
DIRECTOR OF RESEARCH AND POLICY40.00$127,796$0$15,893Yes (X)
KIMBERLY DANCY
ASSOCIATE DIR. OF RES. AND POLICY40.00$120,450$0$17,221Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,420,753TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$221,630TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EDUCATION COUNSEL LLC
101 CONSTITUTION AVE NW STE 900WASHINGTONDC20001STRATEGIC CONSULTING$198,000
DESIGN DATA SYSTEMS
610 PROF DRIVE SUITE 102GAITHERSBURGMD20879IT SERVICES$108,943
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,525,255AllOtherContributionsAmt
Total Contributions$8,525,255TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescECMC CONTRACTDesc
Business900099BusinessCd
Total Revenue Column$15,000TotalRevenueColumnAmt
Related Or Exempt Func Income$15,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$15,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$303,832TotalRevenueColumnAmt
Exclusion$303,832ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$17,073TotalRevenueColumnAmt
Exclusion$17,073ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$17,073OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,861,160TotalRevenueColumnAmt
Related Or Exempt Func Income$15,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$320,905ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,199,111TotalAmt
Program Services$764,959ProgramServicesAmt
Management And General$374,196ManagementAndGeneralAmt
Fundraising$59,956FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$900,431TotalAmt
Program Services$894,672ProgramServicesAmt
Management And General$5,759ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$45,909TotalAmt
Program Services$44,280ProgramServicesAmt
Management And General$1,629ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$531,292TotalAmt
Program Services$351,240ProgramServicesAmt
Management And General$180,052ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$160,858TotalAmt
Program Services$136,729ProgramServicesAmt
Management And General$24,129ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,190TotalAmt
Management And General$25,190ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,821TotalAmt
Management And General$34,821ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$69,000TotalAmt
Program Services$69,000ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,765TotalAmt
Management And General$28,765ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$704,167TotalAmt
Program Services$557,225ProgramServicesAmt
Management And General$136,666ManagementAndGeneralAmt
Fundraising$10,276FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$79,102TotalAmt
Program Services$29,192ProgramServicesAmt
Management And General$48,250ManagementAndGeneralAmt
Fundraising$1,660FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$182,241TotalAmt
Program Services$144,213ProgramServicesAmt
Management And General$31,272ManagementAndGeneralAmt
Fundraising$6,756FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$75,282TotalAmt
Program Services$60,226ProgramServicesAmt
Management And General$11,292ManagementAndGeneralAmt
Fundraising$3,764FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$93,883TotalAmt
Program Services$73,875ProgramServicesAmt
Management And General$16,629ManagementAndGeneralAmt
Fundraising$3,379FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$45,594TotalAmt
Program Services$36,616ProgramServicesAmt
Management And General$8,978ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,754TotalAmt
Management And General$23,754ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,290TotalAmt
Management And General$13,290ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRINTING & PUBLICATIONS$44,606$44,606
DUES & SUBSCRIPTIONS$17,752$9,073$8,679
TAXES AND LICENSES$803$803

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,275,851TotalAmt
Program Services$3,215,906ProgramServicesAmt
Management And General$974,154ManagementAndGeneralAmt
Fundraising$85,791FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,629,565BOYAmt
EOY$1,418,298EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$379,223BOYAmt
EOY$4,713,944EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,001BOYAmt
EOY$20,580EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$54,395BOYAmt
EOY$48,373EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$181,385LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$149,317LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$55,823BOYAmt
EOY$32,068EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,627,636BOYAmt
EOY$9,453,830EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$218,882BOYAmt
EOY$136,484EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,967,525BOYAmt
EOY$15,823,577EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$256,664BOYAmt
EOY$278,852EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$228,806BOYAmt
EOY$140,558EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$485,470BOYAmt
EOY$419,410EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,781,257BOYAmt
EOY$7,670,510EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,700,798BOYAmt
EOY$7,733,657EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,482,055BOYAmt
EOY$15,404,167EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,967,525BOYAmt
EOY$15,823,577EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,585,309ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$336,803NetUnrlzdGainsLossesInvstAmt
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$3,979,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,462,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,137,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,908,614CurrentTaxYearMinus1YearAmt
Current Tax Year$8,525,255CurrentTaxYearAmt
Total$27,014,457TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,979,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,462,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,137,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,908,614CurrentTaxYearMinus1YearAmt
Current Tax Year$8,525,255CurrentTaxYearAmt
Total$27,014,457TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$20,612,793SubstantialContributorsTotAmt
Public Support Total170$6,401,664PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,496CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,296CurrentTaxYearMinus1YearAmt
Current Tax Year$303,832CurrentTaxYearAmt
Total$511,011TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$6,874CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,884CurrentTaxYearMinus1YearAmt
Current Tax Year$17,073CurrentTaxYearAmt
Total$63,831TotalAmt
FieldValueIRS element (for citing)
Total Support$27,589,299TotalSupportAmt
Gross Receipts Rltd Activities$127,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.23200PublicSupportCY170Pct
Public Support PY1700.27930PublicSupportPY170Pct
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 2024, IS 23.25%, 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 23.25%, 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 STUDENTS 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 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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOMEExplanationTxt

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 Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$78,648FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$78,648FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,168,438FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,247,086FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$362,354FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$90,589FilingOrganizationsTotalAmt

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$398,335CurrentYearMinus3Amt
Current Year Minus2$358,537CurrentYearMinus2Amt
Current Year Minus1$359,443CurrentYearMinus1Amt
Current Year$362,354CurrentYearAmt
Total$1,478,669TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,218,004LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$91,956CurrentYearMinus3Amt
Current Year Minus2$95,235CurrentYearMinus2Amt
Current Year Minus1$79,946CurrentYearMinus1Amt
Current Year$78,648CurrentYearAmt
Total$345,785TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$99,584CurrentYearMinus3Amt
Current Year Minus2$89,634CurrentYearMinus2Amt
Current Year Minus1$89,861CurrentYearMinus1Amt
Current Year$90,589CurrentYearAmt
Total$369,668TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$554,502GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,421OtherCostOrOtherBasisAmt
Depreciation$7,984DepreciationAmt
Book Value$9,437BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,964OtherCostOrOtherBasisAmt
Depreciation$141,333DepreciationAmt
Book Value$22,631BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$32,068TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EXCHANGE TRADED FUNDS$1,687,692F
MUTUAL FUNDS - EQUITY FUNDS$3,137,677F
MUTUAL FUNDS - BOND FUNDS$4,628,461F
FieldValueIRS element (for citing)
Total Book Value Securities$9,453,830TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$140,558Amt
FieldValueIRS element (for citing)
Total Liability$140,558TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$9,169,198TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$336,803NetUnrealizedGainsInvstAmt
Revenue Not Reported$336,803RevenueNotReportedAmt
Revenue Subtotal$8,832,395RevenueSubtotalAmt
Investment Expenses Not Incld$28,765InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$28,765RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,861,160TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,247,086TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,247,086ExpensesSubtotalAmt
Investment Expenses Not Incld2$28,765InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$28,765ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,275,851TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
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 (6 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 MAMIE G VOIGHT
PRESIDENT & CEO$269,625$0$10,000$0$0$0$12,561$0$28,097$0$320,283$0$0$0
KELLY LEON
VP OF COMMS & GOVT AFFAIRS$171,210$0$30,000$0$0$0$8,547$0$20,997$0$230,754$0$0$0
TOLA FADEYI
CHIEF FINANCIAL OFFICER/TREASURER$171,470$0$20,000$0$0$0$7,963$0$26,825$0$226,258$0$0$0
DIANE CHENG
VP OF RESEARCH & POLICY$176,392$0$20,000$0$0$0$8,917$0$11,882$0$217,191$0$0$0
AMANDA JANICE ROBERSON
VP OF OPERATIONS$139,960$0$30,000$0$0$0$6,713$0$27,951$0$204,624$0$0$0
ELEANOR PETERS
DIRECTOR OF RESEARCH AND POLICY$128,850$0$5,000$0$0$0$6,497$0$21,566$0$161,913$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE FOLLOWING PERFORMANCE BASED BONUSES WERE PAID TO INDIVIDUALS LISTED ON PART VII: MARY (MAMIE) G. VOIGHT $10,000 KELLY LEON $30,000 TOLA FADEYI $20,000 DIANE CHENG $20,000 AMANDA JANICE ROBERSON $30,000 ELEANOR PETERS $5,000 KIMBERLY DANCY $5,000ExplanationTxt

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 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 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 (MDC) 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 COMPARISON OF LIKE ORGANIZATIONS, WAS DETERMINED AND RECOMMENDED BY THE MDC COMMITTEE AND THE FULL BOARD OF DIRECTORS. THE DECISION WAS RECORDED IN A LETTER SIGNED BY THE BOARD CHAIR AND SENT TO IHEP'S HUMAN RESOURCES AND CFO. THE LAST SALARY REVIEW TOOK PLACE IN DECEMBER 2024.
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 11GOTHER PROF FEES: PROGRAM SERVICE EXPENSES 557,225. MANAGEMENT AND GENERAL EXPENSES 136,666. FUNDRAISING EXPENSES 10,276. TOTAL EXPENSES 704,167.

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