2024-09-04T09:43:48+00:00 2023-12-31 440160260 Forvis Mazars LLP 14241 Dallas Parkway Suite 1100 Dallas TX 75254 990 2023-01-01 113769438 NATIONAL MATH & SCIENCE INITIATIVE INC NATI 2143461240 3120 Southwest Fwy 101 PMB 56097 Houston TX 77098 TAMMY KNAPP CFO 2143461242 2024-09-04 true true Jeanette Verrelli P00742631 9727028262 2024-09-04 2023 2024-08-08 14:25:15Z X Jeremy Anderson 3120 Southwest Fwy 101 PMB 56097 Houston TX 77098 27819675 false X http://www.nms.org/ X 2006 TX NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL. 12 12 304 15 0 0 13923215 25015664 3538301 2715517 38582 83786 1989 4708 17502087 27819675 82693 49535 0 0 11206235 11105953 0 0 1679873 10169918 10930124 21458846 22085612 -3956759 5734063 22517018 28306279 1871986 1133404 20645032 27172875 X NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL AS PROBLEM SOLVERS AND LIFELONG LEARNERS WHO PURSUE THEIR PASSIONS AND TACKLE THE WORLD'S TOUGHEST CHALLENGES. false false 11593569 1398977 THE COLLEGE READINESS PROGRAM IS A COMPREHENSIVE APPROACH THAT INCREASES TEACHER EFFECTIVENESS AND STUDENT ACHIEVEMENT THROUGH TRAINING, TEACHER AND STUDENT SUPPORT, OPEN ENROLLMENT, AND AWARDS. THE PROGRAM DRAMATICALLY INCREASES THE NUMBER OF STUDENTS TAKING AND PASSING AP MATH, SCIENCE, AND ENGLISH EXAMS, AND EXPANDS ACCESS TO TRADITIONALLY UNDER -REPRESENTED STUDENTS. 2176640 619435 LAYING THE FOUNDATION IS A THREE-YEAR TEACHER TRAINING PROGRAM FOR TEACHERS OF GRADES 3-12, WHICH GIVES MATH, SCIENCE, AND ENGLISH TEACHERS CONTENT-BASED, PEDAGOGY-DRIVEN, TEACHER-TO-TEACHER TRAINING. THE PROGRAM HELPS EDUCATORS WITH TEACHING STRATEGIES AND CONTENT KNOWLEDGE THAT INCREASE RIGOR IN THE CLASSROOM. 2057041 701813 THE ALIGNED PROGRAM SUPPORTS DISTRICTS. ALLOWING THEM TO IMPLEMENT A COMPREHENSIVE STEM PATHWAY IN GRADES K-12, WHICH INCLUDES CURRICULUM INTEGRATION AND PROFESSIONAL DEVELOPMENT. 283142 49535 0 NMSI'S TEACHER PATHWAYS PROGRAM TRANSFORMS THE WAY UNIVERSITIES PREPARE TEACHERS. DEVELOPED AT THE UNIVERSITY OF TEXAS AT AUSTIN TO TRANSFORM THE WAY COLLEGES AND UNIVERSITIES RECRUIT, PREPARE, AND INSPIRE NEW MATH AND SCIENCE TEACHERS, THIS PROGRAM RECRUITS MATH AND SCIENCE UNDERGRADUATE MAJORS TO PURSUE A TEACHING CAREER. 283142 49535 16110392 true true false true false false false false false true false false false false false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 965 0 true 304 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false CA GA AL NY PA VA X X Sarah Oxford 2143461242 3120 Southwest Fwy Ste 101 Houston TX 77098 DR SHIRLEY MALCOM CHAIRMAN 2.0 0.0 X X 0 0 0 DAVID CHAVEZ DIRECTOR 2.0 0.0 X 0 0 0 LAWRENCE WARDER DIRECTOR 2.0 0.0 X 0 0 0 MARY ANN RANKIN DIRECTOR 2.0 0.0 X 0 0 0 NANCY GRASMICK DIRECTOR 2.0 0.0 X 0 0 0 PETE MOONEY DIRECTOR 2.0 0.0 X 0 0 0 PHIL SPRICK DIRECTOR 2.0 0.0 X 0 0 0 RAYMOND PIERCE DIRECTOR 2.0 0.0 X 0 0 0 RON OTTINGER DIRECTOR 2.0 0.0 X 0 0 0 SUSAN SCALFINI DIRECTOR 2.0 0.0 X 0 0 0 TALIA MILGROM-ELCOTT DIRECTOR 2.0 0.0 X 0 0 0 TOM FINKE DIRECTOR 2.0 0.0 X 0 0 0 Jeremy Anderson CEO Start: 08/2023 40.0 0.0 X 169262 0 15315 PAUL DUCHENE COO 40.0 0.0 X 246674 0 22858 STACY MILES PRESIDENT 40.0 0.0 X 343152 0 39717 TAMMY KNAPP CFO/SECRETARY/TREASURER End: 10/2023 40.0 0.0 X 213558 0 24464 Ashleigh Thomas VP of Program Success 40.0 0.0 X 173395 0 11489 MICHELLE STIE-BUCKLES VP of Program Design & Innovation 40.0 0.0 X 172837 0 23157 Muriel Fox Alim Sr. Director of Programmatic Partnerships 40.0 0.0 X 157685 0 22967 NICHOLE AUSTION VP of Public Affairs 40.0 0.0 X 169545 0 22967 THOMAS LAWSON VP of Business Development 40.0 0.0 X 189745 0 19034 1835853 0 201968 37 false true false WEST COAST ANALYTICS 306 W 7TH STREET STE 612 FORT WORTH TX 76102 RESEARCH 203200 Finn Partners Inc 1675 Broadway 10th Floor New York NY 10019 Consulting 142413 Whiteboard Advisors 4005 Wisconsin Ave NW Box 9535 Washington DC 200169997 consulting 135248 Gordon Rees Scully Mansukhani LLP Lockbox Services Box 399258 3440 Flair Drive El Monte CA 917312823 Professional Services 132876 CENTRE TECHNOLOGIES PO BOX 679069 DALLAS TX 752679069 Professional Services 121045 9 0 0 0 0 9557491 15458173 0 25015664 COLLEGE READINESS PROGRAM 900099 1398977 1398977 0 0 LAYING THE FOUNDATION TRAINING 900099 619435 619435 0 0 ALIGNED PROGRAM 900099 697105 697105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2715517 83786 0 83786 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 4708 4708 0 0 0 0 0 0 0 0 0 0 0 0 0 4708 27819675 2720225 0 83786 49535 49535 0 0 0 0 0 0 1075000 170876 733917 170207 8396042 5805838 1755794 834410 343251 228737 76216 38298 642568 428502 173544 40522 649092 407594 166342 75156 161182 153542 7640 125484 52365 65623 7496 25050 25050 1378060 559194 560149 258717 14504 14504 599871 282197 236408 81266 652552 532050 99570 20932 109717 67533 30762 11422 572978 338408 133966 100604 20257 4443 12289 3525 377179 238949 102921 35309 113164 10503 100652 2009 EXAM FEES 2484554 2484554 EDUCATOR & STUDENT PAYMENTS 2276407 2276407 TEACHER PATHWAYS 1022518 1022518 TEACHER & STUDENT TRAINING 996647 996647 0 0 0 0 22085612 16110392 4295347 1679873 1081157 2502614 1339072 827139 1836309 796354 0 0 0 0 222322 300641 678469 678469 44269 0 17660980 23055809 0 0 332909 823722 22517018 28306279 1274827 1043052 76007 8515 125388 81837 0 0 395764 0 1871986 1133404 X 11408116 10730397 9236916 16442478 20645032 27172875 22517018 28306279 5734063 793780 0 X false true X true true true X 30101928 27120361 21899399 13923215 25015664 118060567 0 0 0 0 30101928 27120361 21899399 13923215 25015664 118060567 29981576 88078991 154992 63737 1152 38582 83786 342249 0 0 0 0 0 0 0 118402816 26474434 0.7439 0.8151 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 25050 25050 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE CONSULTING FIRM, BIGLEY AND BLIKLE, ASSISTS WITH ADVOCATING AND LOBBYING EFFORTS TO STRENGTHEN THE ORGANIZATION'S GOVERNMENTAL RELATIONS AND SPECIFIC LEGISLATIVE EFFORTS SUPPORTING ADVANCE PLACEMENT COURSES AND TEACHER EDUCATION. THE AMOUNT REPORTED ON PART II-B, LINE 1I IS THE LOBBYING PORTION OF THE CONSULTING FEES. 0 418365 418365 0 0 260104 260104 0 0 28613455 793780 0 793780 27819675 0 0 27819675 22085612 0 0 22085612 0 0 22085612 Schedule D, Part X, Line 2 ASC 740 Footnote MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true Morehead State University 150 University Blvd Morehead KY 40351 611014029 115 49535 Teacher Pathways 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. NMSI PREPARES A COMPREHENSIVE REPORT FOR ALL OF ITS DONORS ON A REGULARLY SCHEDULED BASIS AS REQUESTED. THESE REPORTS PROVIDE THE MOST RECENT RESULTS BY SITE AND PROGRAM, ALONG WITH FINANCIAL RESULTS COMPARED TO BUDGET. NMSI'S WEB-BASED DATA SYSTEMS PROVIDE A REPORTING PLATFORM FOR EACH SITE TO REPORT ITS RESULTS WHICH ARE SUBSEQUENTLY COMPARED TO THE REQUIRED MILESTONES. IN THE EVENT THAT MILESTONES ARE NOT MET IN THE REQUESTED TIME PERIOD, GRANT FUNDS ARE NOT RELEASED UNTIL THE GRANTEE IS IN COMPLIANCE WITH THE REQUIREMENTS DOCUMENTED IN EACH PARTICIPANT'S SIGNED AGREEMENT. X X X false false false false false false false true false STACY MILES PRESIDENT 340030 0 1322 0 1800 0 19915 0 19802 0 382869 0 0 0 TAMMY KNAPP CFO/SECRETARY/TREASURER End: 10/2023 212058 0 0 0 1500 0 12019 0 12445 0 238022 0 0 0 PAUL DUCHENE COO 243552 0 1322 0 1800 0 14944 0 7914 0 269532 0 0 0 Jeremy Anderson CEO Start: 08/2023 168662 0 0 0 600 0 8984 0 6331 0 184577 0 0 0 MICHELLE STIE-BUCKLES VP of Program Design & Innovation 169616 0 1421 0 1800 0 10841 0 12316 0 195994 0 0 0 NICHOLE AUSTION VP of Public Affairs 166324 0 1421 0 1800 0 10569 0 12398 0 192512 0 0 0 THOMAS LAWSON VP of Business Development 186639 0 1306 0 1800 0 11387 0 7647 0 208779 0 0 0 Ashleigh Thomas VP of Program Success 170174 0 1421 0 1800 0 10491 0 998 0 184884 0 0 0 Muriel Fox Alim Sr. Director of Programmatic Partnerships 154464 0 1421 0 1800 0 10569 0 12398 0 180652 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments NMSI VALUES TEAM AND INDIVIDUAL JOB PERFORMANCE AND CORRELATES ITS COMPENSATION ACCORDINGLY. BASED ON ORGANIZATIONAL FISCAL HEALTH, OVERALL PERFORMANCE, AND CEO DISCRETION, NMSI TYPICALLY AWARDS ANNUAL MERIT INCREASES AND BONUSES BASED ON A STAFF MEMBER'S PERFORMANCE DURING THE PRIOR FISCAL YEAR. MERIT INCREASES ARE GENERALLY EFFECTIVE ON JANUARY 1 FOLLOWING THE END OF FISCAL YEAR (ALTHOUGH MIGHT NOT BE REFLECTED UNTIL A LATER PAY DATE WHICH MAY INCLUDE A RETROACTIVE PAYMENT) AND BONUSES ARE TYPICALLY PAID OUT IN APRIL. STAFF MEMBERS WHO ARE HIRED AFTER JULY 1 OR TEMPORARY STAFF MEMBERS ARE NOT TYPICALLY ELIGIBLE FOR A MERIT INCREASE OR BONUS. ADDITIONALLY, STAFF MEMBERS WHO CHANGE JOBS AFTER JULY 1 ARE GENERALLY NOT ELIGIBLE FOR A MERIT INCREASE RELATED TO THAT FISCAL YEAR; HOWEVER, THEY ARE GENERALLY ELIGIBLE FOR A PERFORMANCE-BASED BONUS. BONUSES AND MERIT INCREASES ARE NEVER GUARANTEED. Form 990, Part III, Line 4d Description of other program services (Expenses $ 283,142 including grants of $ 49,535)(Revenue $ 0) NMSI'S TEACHER PATHWAYS PROGRAM TRANSFORMS THE WAY UNIVERSITIES PREPARE TEACHERS. DEVELOPED AT THE UNIVERSITY OF TEXAS AT AUSTIN TO TRANSFORM THE WAY COLLEGES AND UNIVERSITIES RECRUIT, PREPARE, AND INSPIRE NEW MATH AND SCIENCE TEACHERS, THIS PROGRAM RECRUITS MATH AND SCIENCE UNDERGRADUATE MAJORS TO PURSUE A TEACHING CAREER. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. ONCE THE 990 IS COMPLETED IN DRAFT FORM, IT IS REVIEWED BY NATIONAL MATH AND SCIENCE INITIATIVE'S CEO AND COO. THE DRAFT FORM 990 IS THEN AND PRESENTED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy NMSI'S CONFLICT OF INTEREST POLICY REQUIRES ALL STAFF, INCLUDING OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES, TO SIGN AND RETURN AN ANNUAL COMPLIANCE STATEMENT DISCLOSING ANY CONFLICT. UPON DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, NMSI WILL TAKE APPROPRIATE STEPS TO PROTECT AGAINST ANY ACTUAL OR POTENTIAL CONFLICT. THESE STEPS INCLUDE, BUT ARE NOT LIMITED TO, REQUIRING REFRAINMENT FROM BEING INVOLVED IN ANY DECISION MADE BY NMSI REGARDING ITS DEALINGS WITH THE CONFLICTED PERSON, BUSINESS OR ENTERPRISE. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization uses salary data from published compensation records of nonprofit organizations to determine the appropriate compensation for the CEO. In 2023, the Board of Directors and the Board Chairperson approved the CEO's compensation based on the salary data and organizational salary structure. Form 990, Part VI, Line 15b Process to establish compensation of other employees IN 2023, OTHER OFFICER'S COMPENSATION WAS APPROVED BY THE CHAIR OF THE BOARD AND THE BOARD OF DIRECTORS BASED ON SALARY DATA AND ORGANIZATIONAL SALARY STRUCTURE. THE COMPENSATION OF THE PRESIDENT, COO AND CFO ARE REVIEWED EVERY 1-2 YEARS. THE PRESIDENT, COO AND CFO COMPENSATION WAS LAST REVIEWED IN 2022. Form 990, Part VI, Line 19 Required documents available to the public NMSI MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.