irs program accomplishments · form 990 part iii · fy2025
What they reported doing
- #1 primary $253KAssessment: EWI Institute collected data from over 25,500 respondents and delivered 227 assessment reports and related services to a broad range of international, state, regional, and local organizations.
named programs · 4 · from sources
What they call their work
Catholic School Improvement Surveys (CSIS)
Suite of surveys including School Culture: Teaching and Learning, Student Experience, Graduating Students, and Parent Feedback, used by Catholic dioceses nationwide
Culture of Excellence & Ethics Assessment™ (CEEA)
Validated school climate survey for K-12 institutions that assesses culture, ethics, and student experience across student, staff, and parent perspectives; included in the federal School Climate Survey Compendium
Excellence with Integrity ESSENTIALS
Instructional resource series designed to develop 21st-century social, emotional, and character competencies in students based on assessment data
Sport Team Fundamentals (STF)
Assessment and development framework for athletic teams focusing on culture, character, leadership, and resilience from youth to collegiate levels
activities · 7 groups
What they do
-
Youth and Community Research Initiatives 1 activity
- Conduct applied research on team and organizational performance, culture, and socio-moral developmentConducts long-term research on optimal performance, culture, and ethics in teams and organizations, including socio-moral development in schools. Publishes findings and serves as co-principal investigator or external evaluator on federally and foundation-funded research grants.
-
-
Nonprofit Capacity Building Services 1 activity
- Deliver standard and custom organizational culture assessment servicesProvides assessment and development support for leadership, culture, and performance in organizations, including schools and athletic teams, using research-based tools. Delivered services to hundreds of international, state, and regional organizations, including school districts across the United States.
-
-
Social-Emotional Learning (SEL) Programs 1 activity
- Develop and deliver evidence-based social, emotional, and character development programsProvides the ESSENTIALS series and Excellence with Integrity™ Employability Essentials, instructional resources grounded in school culture data to develop students' social, emotional, and character competencies in educational and workforce preparation settings.
-
-
School Sports Booster Programs 1 activity
- Develop and implement the Sport Team FUNDAMENTALS framework and assessment toolsProvides resources and assessments to support culture, leadership, and character development in youth, scholastic, club, and NCAA sports environments. Applied across nearly 30 years, contributing to documented outcomes such as Syracuse University Men’s Soccer team winning its first national championship in 2022.
-
-
Organizational Sustainability Management 1 activity
- Manage core operational and administrative functions of the InstituteOversees bookkeeping, human resources, fundraising, client contract administration, and foundational business processes to support the nonprofit’s ongoing operations.
-
-
Program Evaluation and Impact Research 1 activity
- Provide Catholic school culture and performance assessment servicesOffers customized selection, administration, and implementation of survey tools to evaluate academic instruction, social and character development, school culture, faith formation, and parent responsiveness in Catholic schools. Supports data analysis and integration into school improvement plans across dioceses nationwide.
-
-
Uncategorized 2 activities
- Administer and support implementation of the Culture of Excellence & Ethics Assessment™ (CEEA) in K-12 schoolsDeploys the CEEA surveys globally since 2005 to assess school culture, with survey versions for students, staff, and parents designed for triangulation and enhanced validity. The surveys are recognized as valid and reliable and listed in the federal School Climate Survey Compendium.
- Build organizational capacity through leadership and assessment tool development and testingPractices and tests leadership assessment and development tools with dozens of organizations and hundreds of individuals over nearly two decades to refine and validate capacity-building resources.
-
financials · form 990 · fy2025
revenue
Total revenue$663K
Contributions & grants$9K1%
Program service revenue$645K97%
Investment income$9K1%
Other revenue$0
expenses
Total expenses$660K
Program expenses83%
Admin / overhead15%
Fundraising1%
Salaries & benefits$544K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$351K
Cash$286K
Investments$0
Liabilities$77K
Net assets$274K
Liquid reserves5.2 mo
6 years on record · 2020–2025 · YoY revenue -7.0%
leadership · form 990 part vii · fy2025
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| MATTHEW DAVIDSON PHD | PRESIDENT | 40 | $360K |
| VLADIMIR KHMELKOV PHD | VP & TREASURER | 40 | $326K |
board members · 11
- ADAM PLUMPTON — DIRECTOR
- CATHY FISHER — DIRECTOR
- CHRIS NICHOLAS — DIRECTOR
- JEN HAYDEN — DIRECTOR
- JIM FINK MD — DIRECTOR
- KATE BUDLONG — DIRECTOR
- MARGARET SEIDEL — DIRECTOR
- MATT COLE — DIRECTOR
- RICH PARISI — SECRETARY
- RICHARD WILLIAMS JR ESQ — BOARD CHAIRMAN
- TRAVIS HAYDEN — DIRECTOR
relationships · 20
Who they work with
- Archdiocese of Philadelphia Schools Partner — Partner organization using Catholic School Improvement Surveys for enrollment growth and strategic decision-making.
- Avanti Advisors Partner — Consulting partner that integrates Catholic School Improvement Survey data into strategic planning, board development, and leadership formation for client schools.
- Center for Character and Leadership Development Partner — Collaborated on publishing research in The Journal of Character & Leadership Development.
- Chattanooga Red Wolves Partner — Provided culture development services to the USL1 professional soccer team, supporting player growth and team cohesion.
- Chick-fil-A Partner — Client organization using Excellence with Integrity Workplace Culture Assessment and Development Tools.
- Hy-Vee Partner — Client organization using Excellence with Integrity Workplace Culture Assessment and Development Tools.
- LCP Consulting Partner — Applies Excellence with Integrity’s tools and strategies to enhance team collaboration, performance, and alignment with organizational values.
- Metro Waste Authority Partner — Client organization using Excellence with Integrity Workplace Culture Assessment and Development Tools.
- Not specified Partner — Partnership details not provided in source text.
- Notre Dame Center for Ethical Education Partner — Former consulting role in ethical education research.
- Office of Safe and Drug Free Schools Government — Federal entity that recognized the Culture of Excellence & Ethics Assessment™ as a valid and reliable instrument.
- One Play Development Partner — Provides Sport Team Fundamentals resources to support coaching and leadership development for youth athletes.
- Stanford University Partner — Collaborated with Stanford Women’s Lacrosse program to develop team culture and coach leadership.
- Syracuse Catholic Schools Partner — Partner organization using CSIS data to engage stakeholders, inspire change, and document progress in Catholic schools.
- Syracuse University Men’s Soccer Partner — Partnered with the Institute to develop team culture using Excellence with Integrity tools, contributing to a national championship in 2022.
- The Robert D. and Billie Ray Center at Drake University Partner — Consortium partner collaborating on youth leadership, athletics, education, and organizational development initiatives.
- U.S. Department of Education Government — CEEA surveys are included in the federal School Climate Survey Compendium administered by the U.S. Department of Education.
- United States Air Force Academy Government — Partnered through its Center for Character and Leadership Development to publish research on team culture.
- University of Notre Dame Partner — Former affiliation where Dr. Khmelkov served as senior research analyst and research consultant.
- University of Scranton Partner — Uses the Institute’s culture assessment results in coaching performance reviews and for mentoring coaches and developing team culture.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- CHAMP Framework for Leadership Alignment 159 orgsmethodology: CHAMP_frameworkBy using the CHAMP framework, leaders align their practices with core performance drivers to unlock individual and team potential, because structured leadership tools bridge the gap between cultural goals and operational behaviors.shared approach: Peer-Led Capacity Building →
- Triangulated Stakeholder Assessment for Valid Insights 5 orgsmethodology: triangulated_assessmentBy collecting parallel feedback from multiple stakeholder groups (e.g., students, staff, parents), the organization increases the validity of culture assessments and generates more actionable insights, because diverse perspectives reduce bias and enhance the accuracy of diagnostic findings.shared approach: Multi-Method Integration →
- Culture and Character as Performance Driversmethodology: culture_and_character_developmentBy systematically assessing and developing team culture and individual character using research-based frameworks, the organization improves performance and mission outcomes, because intentional cultural development creates the conditions for sustained excellence, integrity, and synergy among team members.
- Cyclical, Phased Development Modelmethodology: seasonal_cyclical_developmentBy applying a four-phase cyclical model (Pre-Season, In-Season, Season Summit, Post-Season), the organization enables continuous reflection and development of team culture and performance, because structured rhythms of assessment and renewal support long-term growth and prevent burnout.