CPM EDUCATIONAL PROGRAM: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CPM EDUCATIONAL PROGRAM (EIN 68-0331449)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202413209349315161
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T13:21:42-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	680037990	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GILBERT CPAS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2880 GATEWAY OAKS DR STE 100	AddressLine1Txt
City	SACRAMENTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95833	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	680331449	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CPM EDUCATIONAL PROGRAM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CPME	BusinessNameControlTxt
Phone	2097452055	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9498 LITTLE RAPIDS WAY	AddressLine1Txt
City	ELK GROVE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95758	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH COYNER	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	2097452055	PhoneNum
Signature	2024-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMANDA H WILLIAMS	PreparerPersonNm
PTIN	P01281212	PTIN
Phone	9166466464	PhoneNum
Preparation	2024-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ELIZABETH COYNER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9498 LITTLE RAPIDS WAY	AddressLine1Txt
City	ELK GROVE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95758	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$12,995,691	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CPM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1993	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	CPM PROVIDES QUALITY MATHEMATICS CURRICULUM AND PROFESSIONAL DEVELOPMENT FOR GRADES 6-12.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	119	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,119,265	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$7,609,355	PYProgramServiceRevenueAmt
CY Program Service Revenue	$12,100,406	CYProgramServiceRevenueAmt
PY Investment Income	$469,625	PYInvestmentIncomeAmt
CY Investment Income	$328,680	CYInvestmentIncomeAmt
PY Other Revenue	$1,653	PYOtherRevenueAmt
CY Other Revenue	$32,256	CYOtherRevenueAmt
PY Total Revenue	$9,199,898	PYTotalRevenueAmt
CY Total Revenue	$12,461,342	CYTotalRevenueAmt
PY Grants And Similar Paid	$110,745	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$144,724	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,841,848	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,284,964	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,536,454	PYOtherExpensesAmt
CY Other Expenses	$3,312,657	CYOtherExpensesAmt
PY Total Expenses	$10,489,047	PYTotalExpensesAmt
CY Total Expenses	$12,742,345	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,289,149	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$281,003	CYRevenuesLessExpensesAmt
Total Assets BOY	$31,920,171	TotalAssetsBOYAmt
Total Assets EOY	$34,315,352	TotalAssetsEOYAmt
Total Liabilities BOY	$7,577,612	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,277,897	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,342,559	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$25,037,455	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	CPM EDUCATIONAL PROGRAM STRIVES TO MAKE MIDDLE SCHOOL AND HIGH SCHOOL MATHEMATICS ACCESSIBLE TO ALL STUDENTS BY CREATING PROBLEM-BASED TEXTBOOKS AND PROVIDING THE PROFESSIONAL DEVELOPMENT SUPPORT NECESSARY TO IMPLEMENT THEM SUCCESSFULLY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$10,164,204	ExpenseAmt
Grant	$144,724	GrantAmt
Revenue	$11,850,646	RevenueAmt
Desc	FOR 2023 IN FURTHERANCE OF CPM'S COMMITMENT TO PROFESSIONAL DEVELOPMENT SUPPORT PROVIDED FOR THE CLASSROOM TEACHERS, PARAEDUCATORS, COACHES, AND ADMINISTRATORS OF GRADE 6-12 STUDENTS, CPM CONTINUED TO OFFER ROBUST VIRTUAL AND IN-PERSON LEARNING OPPORTUNITIES INCLUDING A TEACHER CONFERENCE, REGIONAL EVENTS, A RESIDENTIAL INSTITUTE, THE TEACHER RESEARCH CORP INSTITUTE, AND A SITE-BASED LEADERSHIP ACADEMY. CPM RECEIVED FULL ACCREDITATION FROM THE MIDDLE STATES ASSOCIATION COMMISSIONS ON ELEMENTARY AND SECONDARY SCHOOLS (MSA-CESS). THE PROFESSIONAL LEARNING STRATEGIC GROWTH PLAN WAS WRITTEN. CPM WILL NEED TECHNOLOGY DEVELOPMENT TO SUPPORT A REGISTRAR'S OFFICE AND CONNECT THE PROFESSIONAL LEARNING PORTAL TO OUR SHOP AND ERP.CPM'S FULL-TIME WRITING STAFF COMPLETED THE MIDDLE SCHOOL COURSES IN THE INSPIRING CONNECTIONS AND THE WRITING OF THE 3RD EDITION OF THE CORE CONNECTIONS SERIES (GRADES 6-11). PRODUCTION OF CORE CONNECTIONS 3RD EDITION IS IN PROGRESS. CPM BEGAN THE CREATION OF NIMAS FILES AND SPANISH VERSIONS OF THE PROGRAM. TECHNOLOGY INFRASTRUCTURE DEVELOPMENT CONTINUED TO SUPPORT TEACHERS AND STUDENTS USING ONLINE LEARNING, INCREASED RECORDKEEPING FUNCTIONALITY FOR PROFESSIONAL LEARNING EVENTS, UPGRADES TO OUR BUSINESS RECORDS PLATFORM, OUR CURRICULUM DELIVERY PLATFORM AND INCREASING OUR ONLINE SECURITY. CPM IS CONTINUALLY ATTENDING TO IMPROVING THE SUPPORT OF WCAG 2.0 ACCESSIBILITY STANDARDS AND SECURITY ON ALL OUR WEBSITES AND DIGITAL CONTENT.	Desc
Total Program Service Expenses	$10,164,204	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	54	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	119	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DEBRA JACOBS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2097452055	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9498 LITTLE RAPIDS WAY	AddressLine1Txt
City	ELK GROVE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95758	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ELIZABETH COYNER
EXECUTIVE DIRECTOR/SECRETARY	40.00	Yes (X)	Yes (X)	$167,333	$0	$42,800
KAREN WOOTTON
DIRECTOR OF CURRICULUM & ASSESSMENT/PRESIDENT	40.00	Yes (X)	Yes (X)	$169,766	$0	$23,999
DEBRA JACOBS
DIRECTOR OF BUSINESS ADMINISTRATION/TREASURER	40.00	Yes (X)	Yes (X)	$124,634	$0	$30,012
SHARON RENDON
DIRECTOR OF PROFESSIONAL LEARNING	40.00	Yes (X)		$145,645	$0	$36,107
KAREN BOWEN
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
LESLIE DIETIKER
BOARD MEMBER	1.00	Yes (X)		$900	$0	$0
MARIANNE EVASHENK
BOARD MEMBER	1.00	Yes (X)		$400	$0	$0
ERIC HSU
BOARD MEMBER	1.00	Yes (X)		$900	$0	$0
JUDY KYSH
BOARD MEMBER	1.00	Yes (X)		$0	$0	$0
CURTIS FUHRIMAN
CHIEF TECHNOLOGY OFFICER	40.00			$180,230	$0	$33,089	Yes (X)
CAROL CHO
DIRECTOR OF EDUCATION TECHNOLOGY	40.00			$124,594	$0	$19,430	Yes (X)
MIKHAIL SAVVATEEV
PRODUCT MANAGER	40.00			$115,826	$0	$23,559	Yes (X)
CHRISTOPHER COX
SENIOR DEVELOPER, TEAM LEAD	40.00			$135,640	$0	$40,703	Yes (X)
JILL GEORGE
DIRECTOR OF OPERATIONS	40.00			$124,816	$0	$34,512	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,290,684	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$284,211	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	15	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUSTIN FURNISS DBA SECURE CODERS LLC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	711 4TH AVE	AddressLine1Txt
City	EGG HARBOR CITY	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08215	ZIPCd

Field	Value	IRS element (for citing)
Services	COMPUTER PROGRAMMING	ServicesDesc
Compensation	$276,270	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SALE OF MATH BOOKS	611710	$10,822,372	$10,822,372
PROFESSIONAL DEVELOPMENT	611710	$1,278,034	$1,278,034

Field	Value	IRS element (for citing)
Total Program Service Revenue	$12,100,406	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$610,696	TotalRevenueColumnAmt
Exclusion	$610,696	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$252,333	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$534,349	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$282,016	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$282,016	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$282,016	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$32,256	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,256	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$32,256	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,461,342	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,850,646	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$610,696	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$112,224	TotalAmt
Program Services	$112,224	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$32,500	TotalAmt
Program Services	$32,500	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$742,496	TotalAmt
Program Services	$593,997	ProgramServicesAmt
Management And General	$148,499	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,510,363	TotalAmt
Program Services	$5,208,291	ProgramServicesAmt
Management And General	$1,302,072	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$700,092	TotalAmt
Program Services	$560,074	ProgramServicesAmt
Management And General	$140,018	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$778,543	TotalAmt
Program Services	$622,834	ProgramServicesAmt
Management And General	$155,709	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$553,470	TotalAmt
Program Services	$442,776	ProgramServicesAmt
Management And General	$110,694	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$85,170	TotalAmt
Management And General	$85,170	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$105,519	TotalAmt
Program Services	$421	ProgramServicesAmt
Management And General	$105,098	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$55,636	TotalAmt
Management And General	$55,636	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$110,176	TotalAmt
Program Services	$779	ProgramServicesAmt
Management And General	$109,397	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$117,571	TotalAmt
Program Services	$117,571	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$46,516	TotalAmt
Program Services	$428	ProgramServicesAmt
Management And General	$46,088	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$79,421	TotalAmt
Program Services	$15,884	ProgramServicesAmt
Management And General	$63,537	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,188,215	TotalAmt
Program Services	$1,188,215	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$296,249	TotalAmt
Program Services	$236,999	ProgramServicesAmt
Management And General	$59,250	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$143,813	TotalAmt
Program Services	$115,051	ProgramServicesAmt
Management And General	$28,762	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PROGRAM PRODUCTION AND	$841,757	$841,523	$234
PROFESSIONAL DEVELOPMEN	$147,194	$5,929	$141,265
FEES AND CHARGES	$84,121	$67,169	$16,952
MISCELLANEOUS EXPENSE	$9,569	$1,539	$8,030

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,730	TotalAmt
Management And General	$1,730	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,742,345	TotalAmt
Program Services	$10,164,204	ProgramServicesAmt
Management And General	$2,578,141	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$10,549,352	BOYAmt
EOY	$10,301,587	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$246,000	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$379,693	BOYAmt
EOY	$450,859	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,475,752	BOYAmt
EOY	$2,711,175	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$120,807	BOYAmt
EOY	$301,365	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,452,489	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$495,898	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,201,377	BOYAmt
EOY	$2,956,591	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$15,947,190	BOYAmt
EOY	$17,593,775	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$31,920,171	BOYAmt
EOY	$34,315,352	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,189,558	BOYAmt
EOY	$1,148,241	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,388,054	BOYAmt
EOY	$8,129,656	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,577,612	BOYAmt
EOY	$9,277,897	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,342,559	BOYAmt
EOY	$25,037,455	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,342,559	BOYAmt
EOY	$25,037,455	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$31,920,171	BOYAmt
EOY	$34,315,352	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$281,003	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$975,899	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$1,088,496	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,119,265	CurrentTaxYearMinus1YearAmt
Total	$2,207,761	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,030,012	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,846,165	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,895,512	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,609,355	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,100,406	CurrentTaxYearAmt
Total	$43,481,450	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,030,012	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,846,165	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,984,008	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,728,620	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,100,406	CurrentTaxYearAmt
Total	$45,689,211	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$45,689,211	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$280,817	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$470,659	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$398,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$467,012	CurrentTaxYearMinus1YearAmt
Current Tax Year	$610,696	CurrentTaxYearAmt
Total	$2,227,261	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$280,817	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$470,659	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$398,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$467,012	CurrentTaxYearMinus1YearAmt
Current Tax Year	$610,696	CurrentTaxYearAmt
Total	$2,227,261	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,450	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,240	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$1,653	CurrentTaxYearMinus1YearAmt
Current Tax Year	$32,256	CurrentTaxYearAmt
Total	$47,599	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,322,279	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,319,064	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,382,085	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,197,285	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,743,358	CurrentTaxYearAmt
Total	$47,964,071	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.95260	PublicSupportCY509Pct
Public Support PY509	0.95950	PublicSupportPY509Pct
Investment Income CY	0.04640	InvestmentIncomeCYPct
Investment Income PY	0.03980	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,452,489	OtherCostOrOtherBasisAmt
Depreciation	$495,898	DepreciationAmt
Book Value	$2,956,591	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,956,591	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	SECURITIES	Desc
Book Value	$17,593,775	BookValueAmt
Method Valuation	C	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$17,593,775	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$13,381,605	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$975,899	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$975,899	RevenueNotReportedAmt
Revenue Subtotal	$12,405,706	RevenueSubtotalAmt
Investment Expenses Not Incld	$55,636	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$55,636	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,461,342	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$12,686,709	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$12,686,709	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$55,636	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$55,636	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$12,742,345	TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
REGENTS OF UCSB
SAASB BUILDING ROOM 1212	SANTA BARBARA	CA	931062003	956006145	UNIVERSITY	$53,976	$0	RESEARCH STUDY
AMTE
3095 PATTON HALL / OHIO UNIVERSITY	ATHENS	OH	45701	316402113	UNIVERSITY	$25,000	$0	STAR FELLOWS PROGRAM SPONSOR
JEFFERSON COUNTY PUBLIC SCHOOLS NOE MIDDLE SCHOOL
121 W LEE ST	LOUISVILLE	KY	402081953		PUBLIC SCHOOL	$0	$6,934	INSPIRING CONNECTIONS MATH CURRICULUM	PURCHASE COST	GRANTED MATERIAL TO TEACHERS WHO TESTED OUR NEW CURRICULUM

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	RESEARCH FELLOWSHIP AWARD	GrantTypeTxt
Recipient	5	RecipientCnt
Cash Grant	$32,500	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	APPLICATIONS ARE REVIEWED BY A COMMITTEE. * RESEARCH GRANTS GIVEN TO UNIVERSITIES FOR RESEARCH STUDIES. * RESEARCH FELLOWSHIP AWARD TO DOCTORAL STUDENT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CURTIS FUHRIMAN
CHIEF TECHNOLOGY OFFICER	$180,230	$0	$0	$0	$0	$0	$23,802	$0	$9,287	$0	$213,319	$0	$0	$0
ELIZABETH COYNER
EXECUTIVE DIRECTOR/SECRETARY	$167,333	$0	$0	$0	$0	$0	$24,433	$0	$18,367	$0	$210,133	$0	$0	$0
KAREN WOOTTON
DIRECTOR OF CURRICULUM & ASSESSMENT/	$169,766	$0	$0	$0	$0	$0	$23,532	$0	$467	$0	$193,765	$0	$0	$0
SHARON RENDON
DIRECTOR OF PROFESSIONAL LEARNING	$145,645	$0	$0	$0	$0	$0	$19,093	$0	$17,014	$0	$181,752	$0	$0	$0
CHRISTOPHER COX
SENIOR DEVELOPER, TEAM LEAD	$135,640	$0	$0	$0	$0	$0	$15,896	$0	$24,807	$0	$176,343	$0	$0	$0
JILL GEORGE
DIRECTOR OF OPERATIONS	$124,816	$0	$0	$0	$0	$0	$15,811	$0	$18,701	$0	$159,328	$0	$0	$0
DEBRA JACOBS
DIRECTOR OF BUSINESS ADMINISTRATION/	$124,634	$0	$0	$0	$0	$0	$18,707	$0	$11,305	$0	$154,646	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A	AN EXECUTIVE COMMITTEE (EC)- THE EC IS COMPRISED OF THREE DEPARTMENT HEADS AND THE EXECUTIVE DIRECTOR. THE FOUR MEMBERS OF THE EC ALSO SERVE ON THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WILL BE REVIEWED BY ELIZABETH COYNER AND DEBRA JACOBS BEFORE FILING WITH IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REVIEWS THE POLICY AT THE ANNUAL BUSINESS MEETING.
FORM 990, PART VI, SECTION B, LINE 15	SALARIES OF OFFICERS ARE SET BY COMPENSATION COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS; THEY USE STANDARD OUTSIDE REFERENCE SOURCES TO SET SALARIES. THIS PROCESS WAS LAST UNDERTAKEN IN 2022.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION IS MAKING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THROUGH THE REPORT TO REGISTRY OF CHARITABLE TRUSTS.
PART XII LINE 2C	NO CHANGES IN CURRENT YEAR.