The Institute for Excellence in Education
Public records show a registered, tax-exempt organization in good standing.
What it says it does
Our mission is to inspire, equip and support the people and organizations who elevate and educate students. We offer professional development and coaching for teachers, along with a range of professional consulting services and software solutions for schools, governing boards, and authorizing agencies.
- Income
- $8.8 million
- Spending
- $8.9 million
- Spent on programs
- 91%
- Reserves
- 6.6 months of spending
- Largest source of income
- fees for its services, 76%
- Employees
- 56
- Volunteers
- 7
- Highest pay
- $370,098, president/ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 82 out of 100. Higher than 69% of charities in its peer group (education, $1m to $10m).
Reserves
28 of 35Spendable reserves would cover 6.6 months of spending.
Debt
16 of 20It owes 21% of what it owns.
Living within its means
8 of 15Spending exceeded income by 0% of income.
Income trend
15 of 15Income rose 13% on the year before.
Spending floor
15 of 1591% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 90 out of 100. Higher than 57% of charities in its peer group (education, $1m to $10m).
Independent board
25 of 257 of 8 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $622,981 spent. Professional Services for School Boards: The Institute provides services to school boards such as board training, board consulting and board policies and procedures. Our board policy service equips boards with the development and upkeep of their policies and ensures they comply with state and federal statutes and regulations.
- $2.8 million spent. Professional Services for Schools, Educators, and Authorizers: The Institute provides an array of coaching and consulting services to inspire, equip and support schools, educators and authorizers to embrace their responsibilities, strengthen their capacity, and improve their impact. The Institute provides customized coaching and professional development for teachers and school administrators aligned with the principles and practices associated with Cognitive Coaching and the Adaptive Schools model.
- $4.6 million spent. Epicenter: The Institute provides a web-based SaaS platform called Epicenter. It equips clients to grow and expand their organizational capacity via a common calendaring system and workflow engine that ensures people and organizations know what is expected of them and can fulfill their responsibilities in an efficient and effective manner.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since August 2002.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.