2026-05-15T11:45:27-05:00 2025-06-30 844233121 SHARPE PATEL CPA 5510 SIX FORKS ROAD SUITE 140 RALEIGH NC 27609 990 2024-07-01 800025367 JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN JAME 9843775200 4000 CENTREGREEN WAY 301 CARY NC 27513 SAMUEL HOUSTON EDD TREASURER 9843775200 2026-05-15 1 1 REBECCA FISHER P01690017 7044993893 2026-05-15 2024 2025-03-06 01:10:19Z JAVAID E SIDDIQI PHD 4000 CENTREGREEN WAY 301 CARY NC 27513 9293408 0 X WWW.HUNT-INSTITUTE.ORG X 2001 NC TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 25 24 69 24 0 0 8304574 7900064 582691 1056942 380857 328975 45114 7427 9313236 9293408 199008 0 0 0 5963430 5381244 0 7500 243611 5970753 6357119 12133191 11745863 -2819955 -2452455 16083723 14000897 1948593 1576844 14135130 12424053 TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION. 0 0 1746349 HUNT-KEAN LEADERSHIP FELLOWS:SENIOR, STATE-LEVEL POLITICAL LEADERS WHO HAVE THE SKILL AND WILL TO BE EFFECTIVE, REFORM-MINDED EDUCATION POLICYMAKERS IN THEIR STATES WITH LEADING MINDS IN EDUCATION, POLICY, AND POLITICS. THE HK FELLOWS CURRICULUM IS DESIGNED TO EQUIP PARTICIPANTS WITH KNOWLEDGE, RELATIONSHIPS, AND INSPIRATION THEY NEED TO ENGAGE IN CRITICAL CONVERSATIONS ABOUT EQUITY AND LEAD ON EDUCATION REFORM IN THEIR CURRENT ROLES AND AS THEY PURSUE HIGHER OFFICE. EACH COHORT INCLUDES AT LEAST 20 HK FELLOWS, WITH EACH REPRESENTING A DIFFERENT STATE AND WITH THE COHORT MAINTAINING A BIPARTISAN BALANCE. 1314060 STATE ENGAGEMENT:THE INSTITUTE IS CURRENTLY PARTNERING WITH ILLINOIS, MISSOURI, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, AND VIRGINIA TO PROVIDE A SERIES OF PROGRAMMING DESIGNED TO BUILD THE CAPACITY OF STATE LEGISLATORS AS THEY TACKLE THE EDUCATION CHALLENGES FACING THEIR STATES. IN EACH OF ITS PARTNER STATES, THE INSTITUTE HOSTS A STATE LEGISLATORS RETREAT (SLR) AND OFFERS ONGOING LEARNING EXPERIENCES TO LEGISLATORS, SUCH AS ACCESS AND INVITATIONS TO THE INSTITUTE'S NATIONAL PROGRAMMING, VIRTUAL CONVENINGS AND/OR POLICY DISCUSSIONS THAT SUCCESSFULLY CONNECTS A BIPARTISAN GROUP OF POLICYMAKERS WITH KEY NATIONAL EXPERTS IN EDUCATION POLICY. 7924595 1064369 CROSS-STATE TEAM ENGAGEMENT:THE HUNT INSTITUTE CONTINUES TO RECOGNIZE THE VALUE OF FOSTERING BOTH INTER- AND INTRA-STATE LEARNING BY CONVINING STATE TEAMS FROM ACROSS THE COUNTRY TO DISCUSS TOPICS FROM ACROSS THE EDUCATION CONTINUUM. OUR PROGRAM, POLICY AND CONTENT TEAMS HAVE EXPERTISE IN EARLY CHILDHOOD, K12, EDUCATOR WORKFORCE PIPELINES, AND HIGHER EDUCATION. THESE CONVENINGS CAN BE TOPICAL IN NATURE, SUCH AS THE EARLY CHILDHOOD SUMMIT, GOVERNORS ADVISORS RETREATS, HBCU CONVENINGS, ATTAINMENT SUMMITS, LITERACY INITIATIVES OR GEARED TOWARD CONVENING STATE TEAMS INCLUDING GOVERNORS' ADVISORS/POLICY DIRECTORS, STATE CHIEFS, HIGHER EDUCATION REPS, LEGISLATORS, AND OTHERS TO DISCUSS TOPICAL ISSUES ADDRESSING THE FULL EDUCATION CONTINUUM. 10985004 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TRICIA DESMARAIS 9842568511 4000 CENTREGREEN WAY 301 CARY NC 27513 JAVAID SIDDIQI PHD PRESIDENT AND CEO 40.00 X X 503462 0 34570 ARNE DUNCAN CHAIRMAN 4.00 X X 0 0 0 THE HONORABLE SUSANA MARTINEZ VICE CHAIRMAN 2.00 X X 0 0 0 THE HONORABLE HOWARD N LEE SECRETARY 2.00 X X 0 0 0 MIMI CLARKE CORCORAN CHAIR, AUDIT COMMITTEE 2.00 X X 0 0 0 DR SAMUEL HOUSTON CHAIR, FINANCE & DEVELOPMENT COMMITTEE 2.00 X X 0 0 0 THE HONORABLE LAURA WORLEY NOVEY CHAIR, GOVERNANCE COMMITTEE 2.00 X X 0 0 0 ROBERT EAVES JR CHAIR, INVESTMENT COMMITTEE 2.00 X X 0 0 0 THE HONORABLE CHRISTOPHER SETON ABE BOARD MEMBER 1.00 X 0 0 0 GOVERNOR ROY BARNES BOARD MEMBER 1.00 X 0 0 0 RANDY BEST BOARD MEMBER 1.00 X 0 0 0 GOVERNOR DON CARCIERI BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE JOHN CHIANG BOARD MEMBER 1.00 X 0 0 0 ANDY COLE BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE MITCH DANIELS BOARD MEMBER 1.00 X 0 0 0 GOVERNOR JIM DOUGLAS BOARD MEMBER 1.00 X 0 0 0 DENISE FORTE BOARD MEMBER 1.00 X 0 0 0 NANCY GUTIERREZ PHD BOARD MEMBER 1.00 X 0 0 0 J JACKSON JACK HOKE BOARD MEMBER 1.00 X 0 0 0 THOMAS LAMBETH BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE MICHAEL LEE BOARD MEMBER 1.00 X 0 0 0 DR MANOJ MOHONAN BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE PEDRO RIVERA BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE BOYD K RUTHERFORD BOARD MEMBER 1.00 X 0 0 0 PENNY SCHWINN PHD BOARD MEMBER 1.00 X 0 0 0 MICHELE JORDAN VICE PRESIDENT 40.00 X 196907 0 13272 MORIAH MARTIN OPERATIONS 40.00 X 113690 0 2900 LARA A STEELE SR DIRECTOR OF HUMAN RESOURCES 40.00 X 125511 0 15953 JENNIFER L RUSSELL DIRECTOR OF NATIONAL PROGRAMS 40.00 X 127185 0 4580 JARVIS LUNDY DIRECTOR OF EDUCATOR DIVERSITY 40.00 X 120032 0 6802 1186787 0 78077 6 0 1 0 0 7900064 7900064 SERVICE REVENUE 541900 1056942 1056942 1056942 224180 224180 104795 0 104795 104795 104795 MISCELLANEOUS 541900 7427 7427 7427 9293408 1064369 0 328975 475003 437478 21375 16150 4000672 3684619 180030 136023 110237 103688 4218 2331 394320 370895 15089 8336 401012 377189 15345 8478 23041 8641 14221 179 35189 13197 21719 273 7500 7500 11246 11246 1040937 925248 84632 31057 172144 163144 5619 3381 427626 405267 13959 8400 889877 872261 8808 8808 2946541 2905628 33623 7290 29845 29845 10344 10344 EQUIPMENT 355389 354569 512 308 MATERIALS & SUPPLIES 240393 231790 5371 3232 MISCELLANEOUS 120741 80397 39536 808 COPYING & PRINTING 53806 50993 1756 1057 11745863 10985004 517248 243611 357873 261660 8632537 2634565 5358273 3860116 98484 146365 115279 186324 245786 196519 79112 49267 5813929 1442165 1048671 16083723 14000897 463191 500120 1485402 1076724 1948593 1576844 X 5605872 6659219 8529258 5764834 14135130 12424053 16083723 14000897 -2452455 290383 450995 0 X 0 1 X 1 0 X 6896448 7937053 17342020 8304574 7900064 48380159 6896448 7937053 17342020 8304574 7900064 48380159 12721639 35658520 204406 267643 405144 350835 224180 1452208 18232 21193 45114 84539 49916906 2647579 0.71440 0.68280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25323 16009 9314 178011 138058 39953 42452 42452 0 49267 SECURITY DEPOSIT 70536 RIGHT OF USE LEASE ASSET 978135 1048671 LEASE LIABILITY 1076724 1076724 X 9665828 290383 93283 383666 9282162 11246 11246 9293408 11827900 93283 93283 11734617 11246 11246 11745863 PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED BY THE IRS AS A PUBLICLY SUPPORTED ORGANIZATION. THE INSTITUTE IS NOT AWARE OF ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2025. X 0 0 0 0 0 0 0 0 0 JAVAID SIDDIQI PHD PRESIDENT AND CEO 427722 0 72500 0 3240 0 32392 0 2178 0 538032 0 0 0 MICHELE JORDAN VICE PRESIDENT 196883 0 0 0 24 0 0 0 13272 0 210179 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ADVANCE OF FILING THE FORM 990, ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE AN ANNUAL QUESTIONNAIRE REPORTING ANY CONFLICTS OF INTEREST THAT MIGHT EXIST. KEY EMPLOYEES COMPLETE AN ANNUAL REVIEW PROCESS THAT DOCUMENTS ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE PERSONNEL AND COMPENSATION COMMITTEE. AT ANY ANNUAL OR SPECIAL MEETING, BY ACTION OF A MAJORITY OF THE NUMBER OF DIRECTORS THEN IN OFFICE, THE BOARD OF DIRECTORS MAY ELECT A PERSONNEL AND COMPENSATION COMMITTEE WHOSE DUTIES ARE TO REVIEW AND ADVISE THE BOARD ON MATTERS RELATED TO PERSONNEL, AS WELL AS REVIEW AND ADVISE THE BOARD ON COMPENSATION MATTERS, INCLUDING EVALUATING THE PERFORMANCE OF THE PRESIDENT & CEO AND RECOMMENDING COMPENSATION FOR THE PRESIDENT & CEO. THE CHAIR OF THE BOARD OF DIRECTORS SHALL SELECT THE CHAIR AND THE OTHER MEMBERS OF THE PERSONNEL AND COMPENSATION COMMITTEE, AND THE SELECTION OF SUCH COMMITTEE MEMBERS SHALL BE RATIFIED BY THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST.