INSTITUTE FOR HIGHER EDUCATION POLICY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR HIGHER EDUCATION POLICY (EIN 52-1818907)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-19
- IRS object ID
- 202322929349301862
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-19T17:36:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521818907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR HIGHER EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | POLICY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2028618223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 L STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY G VOIGHT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2028618223 | PhoneNum |
| Signature | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | VOIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARY G VOIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 L STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,269,815 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,482,750 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,137,847 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $293 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,094 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $6,874 | CYOtherRevenueAmt |
| PY Total Revenue | $8,483,043 | PYTotalRevenueAmt |
| CY Total Revenue | $4,269,815 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,316,207 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,105,721 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $75,817 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,650,489 | PYOtherExpensesAmt |
| CY Other Expenses | $2,070,493 | CYOtherExpensesAmt |
| PY Total Expenses | $4,966,696 | PYTotalExpensesAmt |
| CY Total Expenses | $4,176,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,516,347 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $93,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,264,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,747,452 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $262,887 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $598,195 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,001,848 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,149,257 | 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 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,309,041 | ExpenseAmt |
| Revenue | $55,000 | RevenueAmt |
| Desc | BILL & MELINDA GATES FOUNDATION ADVOCATING FOR TIMELY, ACCESSIBLE, AND COMPLETE POSTSECONDARY DATA FOR STUDENTS, POLICYMAKERS, AND POSTSECONDARY INSTITUTIONSTHE 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 CONVENES REGULARLY TO IDENTIFY 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $694,304 | ExpenseAmt |
| Desc | PROMOTING 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 UNTENABLEYET SOLVABLECHALLENGES ALONG THEIR TRANSFER JOURNEY. RECOGNIZING THE NEED FOR CLEAR SUPPORTS AND EQUITABLE PATHWAYS TO COMPLETE A DEGREE ACROSS MULTIPLE INSTITUTIONS, IHEP LED TRANSFERBOOST, (BACHELOR'S OPPORTUNITY OPTIONS THAT ARE STRAIGHTFORWARD AND TRANSPARENT), AN INITIATIVE FUNDED BY ECMC FOUNDATION 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. BEGINNING IN 2021, TWENTY-FOUR POSTSECONDARY INSTITUTIONS IN ARIZONA, ILLINOIS AND VIRGINIA JOINED TRANSFERBOOST TO ADDRESS CHALLENGES WITH TRANSFER STUDENT RECRUITMENT AND PATHWAYS TO DEGREE COMPLETION. INSTITUTIONS WITHIN EACH STATE PARTNERED TO BETTER REACH STUDENTS WITH SIMPLE, CLEAR MESSAGING ABOUT AFFORDABLE TRANSFER PATHWAYS. THEY ANALYZED THE RETURN ON INVESTMENT OF IMPROVING AFFORDABILITY FOR TRANSFER STUDENTS, AND EXAMINED TRANSFER POLICIES AND PRACTICES TO ENSURE THEY MEET THE NEEDS OF TODAY'S STUDENTS, MOST OF WHOM WORK FULL- OR PART-TIME, AND MANY ALSO BALANCE THEIR STUDIES WITH CARING FOR CHILDREN OR OTHER LOVED ONES. THE FULL RECOMMENDATIONS ARE OUTLINED IN THREE BRIEFS THAT WERE PUBLISHED IN APRIL 2023 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $340,360 | ExpenseAmt |
| Desc | ACCELERATE STUDENT SUCCESS PLANNINGTO SUPPORT GRANTEE INSTITUTIONS IN THE "ACCELERATE STUDENT SUCCESS PLANNING GRANT" OPPORTUNITY, THE INSTITUTE FOR HIGHER EDUCATION POLICY (IHEP) DEVELOPED A TECHNICAL ASSISTANCE STRUCTURE TO ENSURE THAT INSTITUTIONS HAD ACCESS TO SUBJECT MATTER EXPERTS AND RESEARCH AS THEY DEVELOPED ACTION PLANS TO CREATE OR ENHANCE PROGRAMS THAT ADVANCE STUDENT SUCCESS. FUNDED BY A CONTRACT FROM THE TEXAS HIGHER EDUCATION COORDINATING BOARD THIS APPROACH SUPPORTED CAPACITY-BUILDING THROUGH A STATEWIDE COMMUNITY OF PRACTICE, CONNECTIONS TO COACHES WITH EXPERTISE IN THEIR TOPIC AREA, AND WORKSHOPS THAT BUILT A SOLID EVIDENCE-BASE FOR ACTION PLANS. AS A RESULT OF IHEP'S COACHING, REGULAR COMMUNICATION, AND PROJECT FACILITATION OF THIS PLANNING PHASE, 69 INSTITUTIONS SUBMITTED ACTION PLANS TO THE COORDINATING BOARD AFTER BEING REVIEWED BY COACHES. THE TECHNICAL ASSISTANCE COORDINATED BY IHEP IN THE PLANNING PHASE OF THE "ACCELERATING STUDENT SUCCESS" GRANT OPPORTUNITY CREATED A SOLID FOUNDATION FOR THESE GRANTEES TO DEVELOP OR EXPAND PROGRAMMING THAT WILL POSITIVELY IMPACT STUDENTS' LIVES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $320,308 | REENGAGING RETURNING ADULT STUDENTS AND AWARDING EARNED DEGREES ACROSS THE UNITED STATES, 39 MILLION ADULTS HAVE COMPLETED SOME COLLEGE, BUT STOPPED 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. THIS YEAR'S EFFORT WAS FUNDED BY ASCENDIUM AND KRESGE AND ECMC FOUNDATIONS. |
| $235,167 | EVALUATION-SET ASIDE RESEARCH IHEP HAS A HISTORY OF ADVANCING STUDENT-FOCUSED, DATA-INFORMED, AND EQUITY-DRIVEN POLICY SOLUTIONS AND MOBILIZING THE FIELD OF HIGHER EDUCATION AROUND THEM. OUR WORK SPURS INNOVATIVE RESEARCH, SPARKS TRANSFORMATIONAL CHANGE, ENGAGES DEDICATED EXPERTS AND IMPACTED COMMUNITIES, AND DEVELOPS POLICY SOLUTIONS THAT FURTHER RACIAL AND SOCIOECONOMIC EQUITY. BEGINNING IN 2022, IHEP PARTNERED WITH RESULTS FOR AMERICA (RFA) TO DEVELOP RECOMMENDATIONS FOR THE U.S. DEPARTMENT OF EDUCATION (ED) FOR IMPLEMENTING THE EVALUATION SET-ASIDE AUTHORITY GRANTED TO THE U.S. SECRETARY OF EDUCATION IN THE FY22 OMNIBUS APPROPRIATIONS PACKAGE THAT BECAME LAW IN MARCH 2022. IHEP WORKED WITH RFA TO: INVESTIGATE PRIOR EVALUATIONS AND FRAMEWORKS THAT FOCUS ON EQUITABLE RESEARCH PRACTICES TO BETTER UNDERSTAND THE FIELD'S NEEDS REGARDING RIGOROUS RESEARCH AND EVALUATIONS AND INFORM OUR RECOMMENDATIONS; CONVENE LEADING EXPERTS IN HIGHER EDUCATION POLICY TO BUILD CONSENSUS AROUND A SET OF EQUITY-FOCUSED RECOMMENDATIONS TO INFORM ED'S IMPLEMENTATION OF THE SET-ASIDE AUTHORITY; AND DISTILL INSIGHTS GAINED THROUGH THE FIRST TWO PHASES INTO A SET OF FIVE EQUITY-FOCUSED RECOMMENDATIONS FOR DECISION-MAKERS AT ED. DRAWING ON THE RECOMMENDATIONS, IHEP ORGANIZED A RESPONSE TO ED'S RELATED REQUEST FOR INFORMATION THAT WAS CO-SIGNED BY 37 OTHER ORGANIZATIONS. IT OFFERS THREE RECOMMENDATIONS FOR HOW TO BEST LEVERAGE THIS AUTHORITY TO IMPROVE POSTSECONDARY OUTCOMES FOR ALL STUDENTS, WITH A PARTICULAR FOCUS ON STUDENTS OF COLOR AND STUDENTS FROM LOW-INCOME BACKGROUNDS. RESOURCES FROM ECMC FOUNDATION, COUPLED WITH SUPPORT FROM ASCENDIUM, ENABLED IHEP TO FILL A CRITICAL AND TIME-SENSITIVE FIELD NEED TO LEVERAGE A NEW FEDERAL FUNDING STREAM FOR INVESTING IN BUILDING THE EVIDENCE BASE ON WHAT WORKS IN HIGHER EDUCATION, FOR WHOM, AND UNDER WHAT CIRCUMSTANCES. |
| $207,103 | ACTION NOW INITIATIVE (ANI) GENEROUS SUPPORT FROM ANI HAS HELPED IHEP ADVOCATE FOR FEDERAL POLICIES THAT WOULD IMPROVE DATA QUALITY AND TRANSPARENCY ABOUT STUDENT OUTCOMES, ESPECIALLY THROUGH PASSAGE OF THE COLLEGE TRANSPARENCY ACT (CTA). MOMENTUM AROUND THE COLLEGE TRANSPARENCY ACT HAS GROWN IN RECENT YEARS AS MORE AND MORE POLICYMAKERS VOICE SUPPORT FOR THIS COMMONSENSE SOLUTION. DURING THE 116TH CONGRESS, CTA GARNERED BIPARTISAN SUPPORT FROM 36 SENATORS AND 234 REPRESENTATIVES, AND IN THE 117TH CONGRESS, CTA PASSED THE HOUSE OF REPRESENTATIVES IN AN AMENDMENT TO THE AMERICA COMPETES ACT OF 2022. CTA WAS RECENTLY REINTRODUCED IN THE 118TH CONGRESS WITH CONTINUED BIPARTISAN AND BICAMERAL SPONSORSHIP. THIS OVERWHELMING SUPPORT IS MATCHED OUTSIDE OF CONGRESS AS WELL. CTA HAS BEEN ENDORSED BY NEARLY 170 ORGANIZATIONS REPRESENTING HIGHER EDUCATION ASSOCIATIONS, RESEARCHERS, NON-PROFITS, CIVIL RIGHTS GROUPS, AND THE BUSINESS COMMUNITY. ALONGSIDE THIS COALITION BUILDING, WE CONTINUE SUPPORTING OTHER DATA AND TRANSPARENCY EFFORTS, INCLUDING OFFERING RECOMMENDATIONS TO ENHANCE THE COLLEGE SCORECARD AND THE INTEGRATED POSTSECONDARY EDUCATION DATA SYSTEM, IMPROVE NET PRICE CALCULATORS, AND STANDARDIZE FINANCIAL AID AWARD LETTERS. ALONGSIDE OUR ADVOCACY FOR THE COLLEGE TRANSPARENCY ACT (CTA), IHEP ALSO PARTNERED WITH ORGANIZATIONS TO BETTER UNDERSTAND WHAT RESEARCH AND INPUT THE U.S. DEPARTMENT OF EDUCATION (ED) AND NATIONAL CENTER FOR EDUCATION STATISTICS (NCES) WILL NEED TO DEVELOP A STUDENT LEVEL DATA NETWORK (SLDN) WHICH WOULD BE CREATED IF CTA WERE ENACTED. IN PARTNERSHIP WITH RTI INTERNATIONAL, IHEP ENGAGED A DIVERSE ARRAY OF STAKEHOLDERS AND USED THESE INSIGHTS TO INFORM HOW NCES SHOULD DESIGN AND STRUCTURE GOVERNANCE, TECHNOLOGY AND DATA DEFINITIONS FOR A FEDERAL SLDN. |
| $11,947 | RACIAL WEALTH GAP STUDY WITHIN HIGHER EDUCATION, WE OFTEN EXAMINE INEQUITIES BY INCOME, BUT RARELY BY WEALTH. TWO FAMILIES WITH IDENTICAL INCOMES, BUT DIFFERENT LEVELS OF WEALTH ENTER HIGHER EDUCATION WITH VERY DIFFERENT OPPORTUNITIES AND CONSTRAINTS. BUT WEALTH IS NOT OFTEN INCORPORATED INTO POLICY MECHANISMS BECAUSE IT IS DIFFICULT TO MEASURE, AND THE FIELD OF HIGHER EDUCATION HAS NOT REACHED CONSENSUS ABOUT AN APPROPRIATE AND PRACTICAL WAY TO CAPTURE THIS COMPLEX OUTCOME. WITH FUNDING AND SUPPORT FROM THE JOYCE FOUNDATION, IHEP IS ANALYZING EXISTING DATA TO ANSWER POLICY RESEARCH QUESTIONS ABOUT THE RELATIONSHIP BETWEEN RACE, WEALTH, AND POSTSECONDARY EDUCATION NATIONALLY AND FOR THE GREAT LAKES REGION. THOSE RESEARCH-DRIVEN INSIGHTS CAN SUPPORT THE DEVELOPMENT OF STATE AND FEDERAL POLICY SOLUTIONS FOR ADDRESSING INEQUITIES IN OUR CURRENT HIGHER EDUCATION SYSTEM. ADDITIONALLY, IHEP IS ALSO DEVELOPING RECOMMENDATIONS FOR DATA IMPROVEMENTS THAT WOULD ALLOW FOR MORE NUANCED MEASUREMENTS AND ANALYSIS IN THE FUTURE. |
| $6,667 | LEADING THE EQUITABLE VALUE MOVEMENT POSTSECONDARY INSTITUTIONS HAVE THE POWER TO DELIVER VALUABLE OPPORTUNITIES TO STUDENTS, DRIVE ECONOMIC AND SOCIAL MOBILITY, BOOST COMMUNITIES, BUILD A STRONGER WORKFORCE, AND BENEFIT OUR COUNTRY. STUDENTS WHO COMPLETE CREDENTIALS 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, 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, HISPANIC AND/OR LATINX, INDIGENOUS, UNDERREPRESENTED ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER (AANHPI) 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 BY THE FUNDER, THE BILL AND MELINDA GATES FOUNDATION, 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 (EQUITABLE VALUE EXPLORER) TO PUT THE POWER OF THE FRAMEWORK INTO THE HANDS OF MEDIA, RESEARCHERS, AND POLICYMAKERS AT EVERY LEVEL. IN 2022, IHEP LAUNCHED THE VALUE DATA COLLABORATIVE TO IMPLEMENT THE FRAMEWORK IN SELECTED STATES ACROSS THE COUNTRY AND RELEASED A CASE STUDY FEATURING NORTHERN ARIZONA UNIVERSITY'S STRATEGIES FOR IMPROVING EQUITABLE VALUE. ONGOING DEVELOPMENTS INCLUDE THE CONTINUED MANAGEMENT OF THE VALUE DATA COLLABORATIVE, AND COLLABORATION WITH KEY PARTNER ORGANIZATIONS ALSO WORKING TO CATALYZE THE EQUITABLE VALUE MOVEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $781,192 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,124,897 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 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 With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLA FADEYI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028618240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 L STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PETER O NWOSU | ||||||||
| SECRETARY, THEN CHAIR (START 12/8/22) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARYELLEN MCGUIRE | ||||||||
| VICE CHAIR (START 12/8/22) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AJITA TALWALKER MENON | ||||||||
| SECRETARY (START 12/8/22) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACOB FRAIRE | ||||||||
| CHAIR THRU 12/8/22, THEN BD MEMBER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTIN HULTQUIST | ||||||||
| VICE CHAIR (THRU 12/22) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE R WEISE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA CRONIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISA GANDARA | ||||||||
| BOARD MEMBER (START 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL T KRAUSE | ||||||||
| BOARD MEMBER (START 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES LARIMORE | ||||||||
| BOARD MEMBER (START 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L OLCOTT | ||||||||
| BOARD MEMBER (START 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA R TACHINE | ||||||||
| BOARD MEMBER (START 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STELLA M FLORES | ||||||||
| BOARD MEMBER (THRU 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL A OLDHAM | ||||||||
| BOARD MEMBER (THRU 12/8/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L MOORE III | ||||||||
| BOARD MEMBER (THRU 9/22) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY MAMIE G VOIGHT | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $276,723 | $0 | $36,627 | |||
| TOLA FADEYI | ||||||||
| DIRECTOR OF FINANCE/TREASURER | 40.00 | 0.00 | Yes (X) | $145,005 | $0 | $26,427 | ||
| PIPER HENDRICKS | ||||||||
| VP COMMS & EXT AFFAIRS (END 12/22) | 40.00 | 0.00 | $146,321 | $0 | $16,617 | Yes (X) | ||
| AMANDA JANICE ROBERSON | ||||||||
| DIR OF RES & POL/S.DIR OF SEPO | 40.00 | 0.00 | $120,516 | $0 | $30,060 | Yes (X) | ||
| KIMBERLY B DANCY | ||||||||
| ASSOC. DIRECTOR OF POL AND RES | 40.00 | 0.00 | $106,100 | $0 | $13,582 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $794,665 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,313 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| HCM STRATEGISTS LLC | |||||
| 501 CONGRESS AVENUE SUITES 257258 | AUSTIN | TX | 78701 | RESEARCH CONSULTING | $487,840 |
| EDUCATIONCOUNSEL LLC | |||||
| 101 CONSTITUTION AVE NW SUITE | WASHINGTON | DC | 20001 | STRATEGIC CONSULTING | $180,000 |
| DESIGNDATA SYSTEMS | |||||
| 601 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | IT SUPPORT | $110,090 |
| INSIGHT POLICY RESEARCH INC | |||||
| 1901 N MOORE ST STE 1100 ARLING | ARLINGTON | VA | 22209 | TECHNICAL ASSISTANCE | $105,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,137,847 | AllOtherContributionsAmt |
| Total Contributions | $4,137,847 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $55,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,094 | TotalRevenueColumnAmt |
| Exclusion | $70,094 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,874 | TotalRevenueColumnAmt |
| Exclusion | $6,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,874 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,269,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $76,968 | 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 | $484,781 | TotalAmt |
| Program Services | $266,347 | ProgramServicesAmt |
| Management And General | $194,195 | ManagementAndGeneralAmt |
| Fundraising | $24,239 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,360 | TotalAmt |
| Program Services | $881,021 | ProgramServicesAmt |
| Management And General | $355,625 | ManagementAndGeneralAmt |
| Fundraising | $23,714 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,719 | TotalAmt |
| Program Services | $37,042 | ProgramServicesAmt |
| Management And General | $14,228 | ManagementAndGeneralAmt |
| Fundraising | $1,449 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,617 | TotalAmt |
| Program Services | $120,584 | ProgramServicesAmt |
| Management And General | $46,317 | ManagementAndGeneralAmt |
| Fundraising | $4,716 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,244 | TotalAmt |
| Program Services | $91,528 | ProgramServicesAmt |
| Management And General | $41,137 | ManagementAndGeneralAmt |
| Fundraising | $3,579 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,132 | TotalAmt |
| Management And General | $3,132 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,944 | TotalAmt |
| Management And General | $29,944 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,250 | TotalAmt |
| Program Services | $73,250 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,476 | TotalAmt |
| Management And General | $5,476 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,909 | TotalAmt |
| Program Services | $1,249,396 | ProgramServicesAmt |
| Management And General | $84,513 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,485 | TotalAmt |
| Program Services | $33,629 | ProgramServicesAmt |
| Management And General | $41,552 | ManagementAndGeneralAmt |
| Fundraising | $2,304 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,360 | TotalAmt |
| Program Services | $103,095 | ProgramServicesAmt |
| Management And General | $40,039 | ManagementAndGeneralAmt |
| Fundraising | $5,226 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,737 | TotalAmt |
| Program Services | $136,403 | ProgramServicesAmt |
| Management And General | $48,650 | ManagementAndGeneralAmt |
| Fundraising | $9,684 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,947 | TotalAmt |
| Program Services | $52,607 | ProgramServicesAmt |
| Management And General | $6,157 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,160 | TotalAmt |
| Program Services | $29,593 | ProgramServicesAmt |
| Management And General | $3,463 | ManagementAndGeneralAmt |
| Fundraising | $104 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,611 | TotalAmt |
| Management And General | $46,611 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,663 | TotalAmt |
| Management And General | $11,663 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $41,669 | $41,669 | ||
| DUES & SUBSCRIPTIONS | $11,630 | $8,733 | $2,278 | $619 |
| TAXES AND LICENSES | $520 | $520 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,176,214 | TotalAmt |
| Program Services | $3,124,897 | ProgramServicesAmt |
| Management And General | $975,500 | ManagementAndGeneralAmt |
| Fundraising | $75,817 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,664,732 | BOYAmt |
| EOY | $5,889,246 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,409,619 | BOYAmt |
| EOY | $2,809,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,924 | BOYAmt |
| EOY | $128,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,062 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,290 | BOYAmt |
| EOY | $62,902 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,559,671 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,170 | BOYAmt |
| EOY | $297,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,264,735 | BOYAmt |
| EOY | $12,747,452 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,472 | BOYAmt |
| EOY | $308,778 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,415 | BOYAmt |
| EOY | $289,417 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,887 | BOYAmt |
| EOY | $598,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,588,618 | BOYAmt |
| EOY | $5,550,757 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,413,230 | BOYAmt |
| EOY | $6,598,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,001,848 | BOYAmt |
| EOY | $12,149,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,264,735 | BOYAmt |
| EOY | $12,747,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $93,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,808 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,141,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,917,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,979,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,462,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,137,847 | CurrentTaxYearAmt |
| Total | $23,640,179 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,141,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,917,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,979,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,462,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,137,847 | CurrentTaxYearAmt |
| Total | $23,640,179 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,291,697 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,348,482 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,094 | CurrentTaxYearAmt |
| Total | $177,989 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $6,874 | CurrentTaxYearAmt |
| Total | $13,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,831,734 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $160,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.22440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.17990 | 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 2022, IS 22.44%, 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 22.44%, 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
| 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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,235 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,235 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,075,503 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,170,738 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $358,537 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,634 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $407,087 | CurrentYearMinus3Amt |
| Current Year Minus2 | $432,465 | CurrentYearMinus2Amt |
| Current Year Minus1 | $398,335 | CurrentYearMinus1Amt |
| Current Year | $358,537 | CurrentYearAmt |
| Total | $1,596,424 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,394,636 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $89,829 | CurrentYearMinus3Amt |
| Current Year Minus2 | $60,880 | CurrentYearMinus2Amt |
| Current Year Minus1 | $91,956 | CurrentYearMinus1Amt |
| Current Year | $95,235 | CurrentYearAmt |
| Total | $337,900 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $101,772 | CurrentYearMinus3Amt |
| Current Year Minus2 | $108,116 | CurrentYearMinus2Amt |
| Current Year Minus1 | $99,584 | CurrentYearMinus1Amt |
| Current Year | $89,634 | CurrentYearAmt |
| Total | $399,106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $598,659 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,964 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,062 | DepreciationAmt |
| Book Value | $62,902 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $62,902 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EXCHANGE TRADED FUNDS | $909,135 | F |
| MUTUAL FUNDS - EQUITY FUNDS | $565,463 | F |
| MUTUAL FUNDS - BOND FUNDS | $2,085,073 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,559,671 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $289,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $289,417 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,318,147 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $53,808 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $53,808 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,264,339 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,476 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,476 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,269,815 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,170,738 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,170,738 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,476 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,476 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,176,214 | 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, 2022, 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 |
| 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 (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY MAMIE G VOIGHT | ||||||||||||||
| PRESIDENT & CEO | $250,723 | $0 | $26,000 | $0 | $0 | $0 | $11,651 | $0 | $24,976 | $0 | $313,350 | $0 | $0 | $0 |
| TOLA FADEYI | ||||||||||||||
| DIRECTOR OF FINANCE/TREASURER | $145,005 | $0 | $0 | $0 | $0 | $0 | $6,697 | $0 | $19,730 | $0 | $171,432 | $0 | $0 | $0 |
| PIPER HENDRICKS | ||||||||||||||
| VP COMMS & EXT AFFAIRS (END 12/22) | $146,321 | $0 | $0 | $0 | $0 | $0 | $5,768 | $0 | $10,849 | $0 | $162,938 | $0 | $0 | $0 |
| AMANDA JANICE ROBERSON | ||||||||||||||
| DIR OF RES & POL/S.DIR OF SEPO | $115,516 | $0 | $5,000 | $0 | $0 | $0 | $5,373 | $0 | $24,687 | $0 | $150,576 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING BONUSES WERE PAID TO INDIVIUDALS LISTED ON PART VII: MARY (MAMIE) G. VOIGHT $26,000 AMANDA JANICE ROBERSON $5,000 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCM STRATEGISTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KRISTIN HULQUIST, IHEP BOARD MEMBER, IS A MORE THAN 35% OWNER OF HCM | RelationshipDescriptionTxt |
| Transaction | $487,840 | TransactionAmt |
| Transaction | HCM WAS PAID $487,840 IN 2022 ON A SUBCONTRACT THAT IT HAS WITH IHEP. TOTAL SUBCONTRACT PAYMENTS OVER THE TWO YEAR PERIOD FROM 2021 TO 2022 HAVE TOTALED $889,840. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD FOR REVIEW, QUESTIONS AND/OR COMMENTS. ONCE ANY QUESTIONS OR COMMENTS ARE ADDRESSED, EACH MEMBER OF THE BOARD SENDS VIA E-MAIL THEIR APPROVAL, AND THEN THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | IHEP MONITORS ITS CONFLICT OF INTEREST POLICY EACH YEAR BY REQUIRING BOARD MEMBERS AND EMPLOYEES TO DISCLOSE ANY NEW INFORMATION RELATING TO POTENTIAL CONFLICTS. THROUGHOUT THE YEAR, THE PRESIDENT IS ALERTED IF THERE ARE ANY CHANGES SUBSEQUENT TO THE ANNUAL DISCLOSURE. IF A CONFLICT ARISES, THE CONFLICTED BOARD MEMBERS RECUSES HIMSELF/HERSELF FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE MANAGEMENT DEVELOPMENT AND COMPENSATION (MCD) COMMITTEE, WHICH IS MADE UP OF INDEPENDENT BOARD MEMBERS, ESTABLISHED PERFORMANCE GOALS AND OBJECTIVES, CONDUCTED YEAR-END REVIEWS, AND EVALUATED THESE (MEASUREABLE) PERFORMANCE GOALS. APPROPRIATE COMPENSATION, BASED ON INFORMAL COMPARISON OF LIKE ORGANIZATIONS, WAS DETERMINED AND RECOMMENDED BY THE MDC COMMITTEE. THE DECISION WAS RECORDED IN THE BOARD MINUTES. THE LAST SALARY REVIEW TOOK PLACE IN DECEMBER 2022. |
| 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 429,079. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 429,079. INTERN STIPENDS: PROGRAM SERVICE EXPENSES 31,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,452. HONORARIUM: PROGRAM SERVICE EXPENSES 84,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,850. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 704,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 704,015. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 89,989. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,989. INVESTMENT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -5,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -5,476. |