2025-06-09T11:22:11-05:00 2024-09-30 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2023-10-01 260166817 JOHN N GARDNER INSTITUTE FOR EXCELLENCE IN HIGHER EDUCATION JOHN 8283943178 PO BOX 72 BREVARD NC 28712 ANDREW KOCH CHIEF EXECUTIVE OFFICER 8284498053 2025-06-04 1 1 BREE-ANN WEIDNER P01319397 7043771678 2023 2025-03-06 01:10:19Z X GARDNER INSTITUTE ANDREW KOCH PO BOX 72 BREVARD NC 28712 5546014 0 X WWW.GARDNERINSTITUTE.ORG X 2007 NC WORKED WITH COLLEGES AND UNIVERSITIES ON TRANSFORMING THE FIRST TWO YEARS OF COLLEGE. THIS IS A 5 YEAR PROCESS. THIS WAS DONE WITH MAJOR SUPPORT FROM GRANT FUNDERS AND INSTITUTIONS. ALSO, WORKED WITH COLLEGES AND UNIVERSITIES ON SHORTER-TERM (LESS THAN 5 YEARS) ENGAGEMENTS. 13 11 24 13 0 0 8140000 1320000 1279475 1310022 67778 212378 485 410 9487738 2842810 0 2000 0 0 3156349 4094204 0 0 0 2044201 1389495 5200550 5485699 4287188 -2642889 11356005 9745985 2962254 4054760 8393751 5691225 X THE JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION IS A NON-PROFIT ORGANIZATION DEDICATED TO PARTNERING WITH COLLEGES, UNIVERSITIES, PHILANTHROPIC ORGANIZATIONS, EDUCATORS, AND OTHER ENTITIES TO INCREASE INSTITUTIONAL RESPONSIBILITY FOR IMPROVING OUTCOMES ASSOCIATED WITH TEACHING, LEARNING, RETENTION, AND COMPLETION. THROUGH ITS EFFORTS THE INSTITUTE WILL ADVANCE HIGHER EDUCATION'S BROADER MISSION OF EXPANDING OPPORTUNITY AND SUCCESS FOR ALL STUDENTS. 0 0 2902254 2000 558390 TRANSFORMATION SUPPORT SERVICES - TRANSFORMING THE FOUNDATIONAL POSTSECONDARY EXPERIENCE FOCUSES ON CLOSING PERFORMANCE GAPS AND IMPROVING STUDENT SUCCESS OUTCOMES IN WAYS THAT MOVE TOWARD ELIMINATING FACTORS SUCH AS DEMOGRAPHICS AND ZIP CODE AS THE BEST PREDICTORS OF WHO GETS TO GRADUATE. THE FOUNDATIONAL POSTSECONDARY EXPERIENCE REFERS TO THE CRITICAL FIRST TWO YEARS OF COLLEGE EDUCATION AND TYPICALLY INVOLVES THE ACCUMULATION OF SIXTY SEMESTER CREDITS TOWARD A DEGREE. THROUGH A PROCESS OF SYSTEM REDESIGN, INSTITUTIONS PARTICIPATING IN THE EFFORT WILL DEVELOP AND IMPLEMENT PLANS OVER A FIVE-YEAR PERIOD TO CLOSE PERFORMANCE GAPS, ENHANCE TEACHING AND LEARNING PRACTICES, AND PROMOTE STUDENT SUCCESS, COMPLETION, AND RETENTION. 937337 247042 THE INSTITUTE HELPS HIGHER EDUCATION AND RELATED ORGANIZATIONS TO INDIVIDUALLY AND/OR COLLECTIVELY DEFINE OR REDEFINE EXCELLENCE IN UNDERGRADUATE EDUCATION AND ASSISTS WITH THE APPLICATION OF THESE DEFINITIONS TO PRACTICE AND/OR POLICY. THESE ACTIONS SUPPORT EFFORTS TO FACILITATE INNOVATION IN COLLEGES, UNIVERSITIES, AND THE BROADER SYSTEMS OF WHICH THEY ARE A PART. THE ENSUING DYNAMIC EDUCATIONAL OPPORTUNITIES WILL TRANSFORM THE INSTITUTIONS, THE PEOPLE THEY SERVE, THE PLACES IN WHICH THEY LIVE AND WORK, AND THE BROADER SOCIETIES AND ECONOMIES OF WHICH THEY ARE A PART. 350510 230714 COURSE/CURRICULUM REDESIGN: POSITIVELY TRANSFORMED TEACHING, LEARNING AND REDUCING FAILURE RATES IN LOWER DIVISION AND/OR DEVELOPMENTAL EDUCATION "GATEWAY" COURSES THROUGH WORKING DIRECTLY WITH FACULTY AND STAFF. 411005 113668 WE HELD A NUMBER OF CONFERENCES THAT DREW IN HIGHER EDUCATORS FROM INSTITUTIONS ALL OVER THE UNITED STATES. 350447 110200 ACADEMIES AND COMMUNITIES OF PRACTICE: PROCESS AND DISCIPLINE-BASED COMMUNITIES TO HELP FACULTY, GRADUATE TEACHING ASSISTANTS, AND ADJUNCT FACULTY CREATE AND IMPLEMENT A PLAN TO APPLY AND SUSTAIN THE USE OF EVIDENCE-BASED PEDAGOGIES IN THEIR COURSES.THE ORGANIZATION ALSO OFFERS ACADEMIES AND COMMUNITIES OF PRACTICE THAT PREPARE INSTITUTIONAL TEAMS TO CONDUCT AN EVIDENCE-BASED, EDUCATION OUTCOMES PARITY-FOCUSED STUDENT RETENTION PLANNING PROCESS FOR THEIR INSTITUTION WITH A GOAL OF IMPROVING RETENTION AND USING EVIDENCE TO ENSURE THAT EVERY LEARNER CAN THRIVE AND FULFIL THEIR EDUCATIONAL OBJECTIVES. 186808 49008 RETENTION: CREATING AND IMPLEMENTING AN ANALYTICS-BASED RETENTION PLAN FOR SPECIFIC COHORTS SUCH AS FIRST-YEAR STUDENTS, SECOND-YEAR STUDENTS ETC. 18660 1000 ACADEMIC ADVISING: IN PARTNERSHIP WITH NATIONAL ACADEMIC ADVISING ASSOCIATION (NACADA): THE GLOBAL COMMUNITY FOR ACADEMIC ADVISING, WE PROVIDE A COMPREHENSIVE, STANDARDS-BASED ASSESSMENT PROCESS TO PROMOTE EXCELLENCE IN ACADEMIC ADVISING. 966920 273876 5157021 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 39 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X ANGELA M WHITESIDE 8283943178 PO BOX 72 BREVARD NC 28712 JOHN GARDNER EXECUTIVE CHAIR 40.00 0.00 X X 333311 0 30643 BETSY BAREFOOT VICE PRESIDENT 5.00 0.00 X 32657 0 0 LOUIS ALBERT DIRECTOR AND INSTITUTE ADV 3.00 0.00 X X 5000 0 0 ISIS ARTZE-VEGA DIRECTOR 1.00 0.00 X X 500 0 0 WENDY AULT DIRECTOR 1.00 0.00 X 0 0 0 ED CASE DIRECTOR 1.00 0.00 X 0 0 0 SCOTT EVENBECK DIRECTOR AND INSTITUTE FEL 4.00 0.00 X 12000 0 0 JILLIAN KINZIE DIRECTOR 1.00 0.00 X 0 0 0 ANDREW KOCH CEO 40.00 0.00 X X 331735 0 49439 LEO LAMBERT DIRECTOR 1.00 0.00 X 500 0 0 LAURA RENDON DIRECTOR 1.00 0.00 X 0 0 0 AARON THOMPSON DIRECTOR 1.00 0.00 X 0 0 0 JESSICA WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 ANGELA WHITESIDE SECRETARY/TREASURER 40.00 0.00 X 160610 0 26037 BRENT DRAKE SENIOR VP, OPERATIONS & RESEARCH 40.00 0.00 X 242677 0 37785 MONICA FLIPPIN WYNN ASSOCIATE VP 40.00 0.00 X 137066 0 10752 STEPHANIE FOOTE VICE PRESIDENT 40.00 0.00 X 137822 0 31818 JILL KRAMER VICE PRESIDENT 32.00 0.00 X 101302 0 28239 BRANDON SMITH ASSOCIATE VP 40.00 0.00 X 118276 0 30320 1613456 0 245033 8 0 1 0 DELMAR SOFTWARE DEVELOPMENT 1281 WIN HENSTCHEL BLVD WEST LAFAYETTE IN 47906 SOFTWARE DEVELOPMENT 253534 1 1320000 1320000 TRANSFORMATION SUPPORT 900099 558390 558390 COURSE REDESIGN SERVICES 900099 198195 198195 CONFERENCES/SERIES 900099 113668 113668 MINI COURSES & ACADEMIES 900099 110200 110200 CURRICULUM REDESIGN 900099 32519 32519 297050 297050 1310022 215582 215582 410 410 2700000 2703204 -3204 -3204 -3204 2842810 1310022 0 212788 2000 2000 1002333 948895 53438 2351844 2282034 69810 177728 171248 6480 350735 338778 11957 211564 203905 7659 61165 31167 29998 36960 18833 18127 1945 1945 475919 395816 80103 56305 56305 22676 20437 2239 120405 115638 4767 36787 35455 1332 235846 235846 133033 133033 158363 152630 5733 15001 15001 MISCELLANEOUS EXPENSES 35090 35090 5485699 5157021 328678 0 7714 528383 4514167 4101699 3719993 1073186 1930689 2614174 116896 158754 1955468 987010 778316 968458 152124 193009 54568 67117 81538 41205 11356005 9745985 380192 439409 2452788 3463119 129274 152232 2962254 4054760 X 2360830 2316480 6032921 3374745 8393751 5691225 11356005 9745985 X -2642889 25260 -84897 X 0 1 X 1 0 X 4353542 1209062 500000 8140000 1320000 15522604 3290608 1943078 1635566 1279475 1310022 9458749 7644150 3152140 2135566 9419475 2630022 24981353 3619065 1252952 500000 6140000 650000 12162017 71955 1145800 483629 198506 1899890 3691020 2398752 983629 6140000 848506 14061907 10919446 20322 1307 7596 68781 215992 313998 20322 1307 7596 68781 215992 313998 7664472 3153447 2143162 9488256 2846014 25295351 0.43170 0.44380 0.01240 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2674 122 2552 1942908 983993 958915 9886 2895 6991 968458 OPERATING LEASE LIABILITY 41205 DEFERRED COMPENSATION LIABILITY 111027 152232 X 2868070 25260 25260 2842810 0 2842810 5485699 0 5485699 0 5485699 PART X, LINE 2: IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE INSTITUTE'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE INSTITUTE, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF SEPTEMBER 30, 2024 AND 2023, AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED FOR EITHER YEAR. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 ANDREW KOCH CEO 318621 0 0 0 13114 0 29700 0 19739 0 381174 0 0 0 JOHN GARDNER EXECUTIVE CHAIR 333311 0 0 0 0 0 29700 0 943 0 363954 0 0 0 BRENT DRAKE SENIOR VP, OPERATIONS & RESEARCH 242677 0 0 0 0 0 25166 0 12619 0 280462 0 0 0 ANGELA WHITESIDE SECRETARY/TREASURER 160610 0 0 0 0 0 17499 0 8538 0 186647 0 0 0 STEPHANIE FOOTE VICE PRESIDENT 137822 0 0 0 0 0 13681 0 18137 0 169640 0 0 0 PART I, LINE 1A THE ORGANIZATION ONLY ALLOWS TRAVEL FOR BOARD MEMBERS' SPOUSES/PARTNERS FOR THE ANNUAL BOARD MEETING AND TREATS SUCH BENEFITS AS NONTAXABLE. OTHERWISE, THE ORGANIZATION DOES NOT REIMBURSE FOR TRAVEL FOR COMPANIONS. PART I, LINE 4B CONTRIBUTIONS TO THE NONQUALIFIED DEFERRED COMPENSATION PLAN PURSUANT TO CODE SECTION 457(F) DURING THE TAX YEAR WERE AS FOLLOWS: ANGELA WHITESIDE: $30,000 ANDREW KOCH $58,540 DR SARA STEIN KOCH RELATED TO OFFICER 71125 EMPLOYMENT 0 PART IV, LINE 1: DR. SARA STEIN KOCH IS THE SPOUSE OF THE CHIEF EXECUTIVE OFFICER. SHE DOES NOT REPORT TO THE CEO AND INSTEAD REPORTS TO THE EXECUTIVE CHAIR OF THE BOARD AND THE INSTITUTE, AND TO THE INSTITUTE'S BOARD. FORM 990, PART VI, SECTION A, LINE 2 JOHN GARDNER, THE EXECUTIVE CHAIR AND FOUNDER OF THE ORGANIZATION, AND BETSY BAREFOOT, SENIOR SCHOLAR, ARE SPOUSES; BOTH ARE NATIONAL AND INTERNATIONAL LEADERS IN THIS ACADEMIC FIELD. IN ADDITION TO SERVING ON THE BOARD, BETSY BAREFOOT PROVIDES ADVISORY SERVICES TO THE ORGANIZATION. COMPENSATION REPORTED IN PART VII IS FOR SUCH ADVISORY SERVICES, NOT FOR SERVING ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED ITS NAME DURING THE TAX PERIOD. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 2 MEMBERS OF THE ORGANIZATION - JOHN GARDNER AND BETSY BAREFOOT. FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATION'S BYLAWS, MEMBERS HAVE THE POWER TO ELECT THE OTHER BOARD MEMBERS. IN PRACTICE, THEY DELEGATE THIS RESPONSIBILITY TO THE FULL BOARD OF DIRECTORS. NEW MEMBERS MAY BE ELECTED AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE VICE PRESIDENT FOR FINANCE, THE CHIEF EXCUTIVE OFFICER, THE FINANCE COMMITTEE CHAIR, AND THE EXECUTIVE CHAIR BEFORE IT IS FORWARDED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE MAINTAINS A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED AND SIGNED OFF BY ALL DIRECTORS AND OFFICERS ON A ANNUAL BASIS. IN THE EVENT OF ANY SUCH DISCLOSURES DURING THE YEAR, THE MATTER WILL BE BROUGHT TO THE FULL BOARD'S ATTENTION. BOARD MEMBERS AND OFFICERS ARE EXPECTED TO DISCLOSE ANY INTERESTS IN A TRANSACTION OR DECISION WHERE HE/SHE, INCLUDING THEIR BUSINESS OR OTHER NON-PROFIT AFFILIATIONS, FAMILY AND/OR SIGNIFICANT OTHER, EMPLOYER OR CLOSE ASSOCIATES, WILL RECEIVE A BENEFIT OR A GAIN. SHOULD ANY SUCH DISCLOSURE OF ANY POSSIBLE CONFLICT OF INTEREST ARISE, THE INDIVIDUAL WILL BE ASKED TO EXIT THE BOARD DISCUSSION AS A FORM OF RECUSAL AND WILL NOT BE PERMITTED TO VOTE ON THE QUESTION. NO SUCH CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION MAINTAINS A BOARD OF INDEPENDENT DIRECTORS. THIS BOARD HAS ESTABLISHED A SUBGROUP TO COMPRISE THE COMPENSATION COMMITTEE. SAID COMPENSATION COMMITTEE IS CONVENED ANNUALLY TO REVIEW AND DETERMINE ANNUAL REAPPOINTMENT, COMPENSATION, AND OTHER EMPLOYMENT CONSIDERATIONS OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND ITS EXECUTIVE CHAIR/CO-FOUNDER. THE BOARD ALSO REVIEWS AND APPROVES THROUGH ITS FINANCE COMMITTEE AND FULL BOARD AN ANNUAL BUDGET WHICH INCLUDES THE PRECISE SALARIES OF ALL OTHER INSTITUTE EMPLOYEES WHICH HAVE BEEN RECOMMENDED BY THE CEO. THE EXECUTIVE CHAIR/CO-FOUNDER DOES NOT RECOMMEND COMPENSATION FOR THE SENIOR SCHOLAR. THE BOARD IS COMPRISED OF COLLEGE/UNIVERSITY AND HIGHER EDUCATION ASSOCIATION PRESIDENTS AND VICE PRESIDENTS. THE BOARD UNDERTAKES THIS REVIEW AND DETERMINATION OF SALARIES USING ITS EXTENSIVE KNOWLEDGE OF COMPENSATION PRACTICES IN THIS SECTOR. BOTH THE CEO AND THE BOARD ALSO HAVE ACCESS TO PERIODIC COMPENSATION STUDIES CONDUCTED BY AN INDEPENDENT THIRD PARTY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CUMULATIVE ADJUSTMENT -84,897.