The Institute for Excellence in Education
Donations deductibleThe Institute for Excellence in Education's network
8 people12 organisationsi8 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (12) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| James Barrett Chair | Board Chair | 2019 | 7 yrs |
| Gerald G Pall | Treasurer | 2019 | 7 yrs |
| James Goenner | President/CEO | 2024 | 2 yrs |
| John Engler | Board Member | 2024 | 2 yrs |
| Leonard Wolfe | Board Member | 2025 | 1 yr |
| Richard Bergmann | Board Member | 2019 | 7 yrs |
| Robert Young | Board Member | 2023 | 3 yrs |
| Sheree Speakman | Vice Chair | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alyson Murphy | Director of Partner Services | 2025 |
| Cheri Shannon | Strategy Off | 2019 |
| Darlene Chambers | VP of PRGRM | since 2019 |
| Jackie Mullikin | VP for Fin and Admin | since 2020 |
| James Goenner | President/Ce | since 2019 |
| Jill Urban | Company secretary | since 2024 |
| Lisa Bergman | ICAN Director & Leader Mentor | 2025 |
| Mark Weinberg | VP for Leadership | since 2019 |
| Mary Bradley | COO | since 2021 |
| Molly Sholten | Asst Dir/Coach Spec | since 2023 |
| Naomi Deveaux | VP Auth & Acct | since 2022 |
| Naomi Deveauz | VP Auth & Ac | 2021 |
| Sherry Lambertson | Executive Di | 2019 |
| Sherry Lamvertson | Executive Di | 2021 |
| Sherry Schock | Executive Di | since 2020 |
| Wendy Larvick | Director of | since 2022 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| James Goenner | President/CEO | 40 | $300k | $70k | |
| Mary Bradley | COO | 40 | $230k | $45k | |
| Mark Weinberg | VP for Leadership | 40 | $166k | $45k | |
| Alyson Murphy | Director of Partner Services | 40 | $127k | $27k | |
| Jill Urban | Secretary | 40 | $123k | $36k | |
| Naomi DeVeaux | VP Auth & Acct | 40 | $121k | $24k | |
| Molly Sholten | Asst Dir/Coach Spec | 40 | $119k | $12k | |
| Lisa Bergman | ICAN Director & Leader Mentor | 40 | $114k | $44k | |
| Jackie Mullikin | VP for Fin and Admin | 40 | $103k | $50k | |
| Richard Bergmann | Board Member | 1 | $0 | ||
| Robert Young | Board Member | 1 | $0 | ||
| Gerald G Pall | Treasurer | 1 | $0 | ||
| Sheree Speakman | Vice Chair | 1 | $0 | ||
| James Barrett | Board Chair | 1 | $0 | ||
| John Engler | Board Member | 1 | $0 | ||
| Leonard Wolfe | Board Member | 1 | $0 |
About
- Legal name
- The Institute for Excellence in Education
- EIN
- 383635927
- Address
- 711 W Pickard St Ste M, Mt Pleasant, MI, 48858-1587
- State
- Michigan
- Mission
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B02 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 7 (IRS master file code)
- Formed
- 2001
- Principal officer
- James Goenner (as named on the Form 990)
- IRS ruling date
- 1 August 2002
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsJames Barrett
≥7years on the filingsGerald G Pall
≥7years on the filingsRichard Bergmann
≥7years on the filingsSheree Speakman
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $6.2m
- Total liabilities
- $1.3m
- Net assets or fund balances
- $4.9m
- Contributions and grants received
- $2.1m
- Program service revenue
- $6.7m
- Employees
- 56
- Volunteers
- 7
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $8.8m | $8.9m | Deficit $43k |
As filed on the IRS Form 990. US dollars.