MIND EDUCATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MIND EDUCATION (EIN 33-0798804)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-23
- IRS object ID
- 202310549349300911
- Schema version
- 2021v4.2
- 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 B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-23T10:30:18-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 S MAIN ST 10TH FLOOR | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330798804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIND EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GERI COHEN | InCareOfNm |
| Business Name Control | MIND | BusinessNameControlTxt |
| Phone | 9493458700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 CALIFORNIA AVE Suite 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92617 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT WOUDENBERG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9493458700 | PhoneNum |
| Signature | 2023-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRETT | PersonFirstNm |
| Person Last | WOUDENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joanna Johnston | PreparerPersonNm |
| PTIN | P01075079 | PTIN |
| Phone | 8012691818 | PhoneNum |
| Preparation | 2023-02-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | BRETT WOUDENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 CALIFORNIA AVE STE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,287,916 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MINDRESEARCH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EQUIPPING STUDENTS TO SOLVE THE WORLD'S MOST CHALLENGING PROBLEMS | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 282 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,814,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,756,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,262,896 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,569,943 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,627 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,644 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,495,869 | PYOtherRevenueAmt |
| CY Other Revenue | $3,701,181 | CYOtherRevenueAmt |
| PY Total Revenue | $32,576,092 | PYTotalRevenueAmt |
| CY Total Revenue | $38,037,109 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,304,270 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,852,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,685,924 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $314,685 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,105,878 | PYOtherExpensesAmt |
| CY Other Expenses | $12,940,460 | CYOtherExpensesAmt |
| PY Total Expenses | $28,958,877 | PYTotalExpensesAmt |
| CY Total Expenses | $37,930,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,617,215 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $106,455 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,530,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,499,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,366,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,231,248 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $164,454 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $268,542 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO ENSURE THAT ALL STUDENTS ARE MATHEMATICALLY EQUIPPED TO SOLVE THE WORLD'S MOST CHALLENGING PROBLEMS THROUGH DEVELOPING AND DEPLOYING MATH INSTRUCTIONAL SOFTWARE AND SYSTEMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,552,656 | ExpenseAmt |
| Revenue | $25,569,943 | RevenueAmt |
| Desc | MIND EDUCATION HAS REACHED 2,283,128 STUDENTS, 115,179 TEACHERS, AND 7,473 SHCOOLS IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA WITH ST MATH AND OTHER COMMUNITY ACTIVITIES. APPROXIMATELY, TWO-THIRDS OF STUDENTS IN ALL THE PROGRAM ARE LOW-INCOME AND ELIGIBLE FOR THE FEDERAL FREE AND REDUCED LUNCH PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,494,344 | ExpenseAmt |
| Desc | AS ONE OF ITS FOUNDING PURPOSES, MIND EDUCATION CONDUCTS BASIC AND APPLIED RESEARCH IN MATHEMATICS, PSYCHOLOGY AND EDUCATION TO ADVANCE KNOWLEDGE ON HOW WE THINK, REASON, AND CREATE; IMPROVE THE COGNITIVE PERFORMANCE OF INDIVIDUALS; AND INCREASE CORE KNOWLEDGE OF MATHEMATICS. RESEARCH IS CONDUCTED BY MIND EDUCATION AND IN COLLABORATION WITH WORLD-CLASS UNIVERSITIES AND RESEARCH INSTITUTIONS. IN ORDER TO LEAD THE LEARNING REVOLUTION, MIND EDUCATION PUBLISHES ITS RESULTS FROM ITS MORE THAN 50 INNOVATIVE RESEARCH PROGRAMS IN NUMEROUS PRESTIGIOUS SCIENTIFIC JOURNALS, AND ABSTRACTS FOR PRESENTATIONS AT NATIONAL AND INTERNATIONAL SCIENTIFIC CONFERENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,047,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 282 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERI COHEN | PersonNm |
| Phone | 9493458710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 CALIFORNIA AVE SUITE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92617 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JAMES KIRCHNER | ||||||||||
| CHIEF REVENUE OFFICER | 50.0 | 0.0 | Yes (X) | $790,321 | $0 | $21,918 | ||||
| BRETT WOUDENBERG | ||||||||||
| CHIEF EXECUTIVE OFFICER | 50.0 | 1.0 | Yes (X) | $659,506 | $0 | $28,221 | Yes (X) | |||
| GARRETT GIROUARD | ||||||||||
| ED. PARTNERSHIPS MANAGER | 50.0 | 0.0 | $441,101 | $0 | $22,428 | Yes (X) | ||||
| LISA MCCORQUODALE-ROBALIN | ||||||||||
| ED. PARTNERSHIPS MANAGER | 50.0 | 0.0 | $372,837 | $0 | $19,632 | Yes (X) | ||||
| MATTHEW PETERSON | ||||||||||
| CTO (UNTIL MAR22) | 50.0 | 1.0 | $325,378 | $0 | $26,605 | Yes (X) | ||||
| KRISTINA FARADAY | ||||||||||
| ED. PARTNERSHIPS MANAGER | 50.0 | 0.0 | $342,791 | $0 | $1,335 | Yes (X) | ||||
| KEVIN HAMMER | ||||||||||
| VP, ENGINEERING & IT | 50.0 | 0.0 | $244,137 | $0 | $28,328 | Yes (X) | ||||
| DOREEN UHRICH | ||||||||||
| VP, EDUCATION SUCCESS | 50.0 | 0.0 | $234,299 | $0 | $38,075 | Yes (X) | ||||
| ELIZABETH ONETO KAPLAN | ||||||||||
| ED. PARTNERSHIPS MANAGER | 50.0 | 0.0 | $260,964 | $0 | $9,645 | Yes (X) | ||||
| JOSEPHINE N GARRETT | ||||||||||
| CFO (UNTIL NOV21) | 50.0 | 0.0 | $240,353 | $0 | $23,817 | Yes (X) | ||||
| KARIN WU | ||||||||||
| Exec VP/Director (Until Mar22) | 1.0 | 50.0 | $246,199 | $0 | $6,964 | Yes (X) | ||||
| ANDREW COULSON | ||||||||||
| CHIEF DATA SCIENCE OFFICER | 1.0 | 50.0 | $225,322 | $0 | $26,287 | Yes (X) | ||||
| MATTHEW FELDMANN | ||||||||||
| VP, PRODUCT | 50.0 | 0.0 | $215,916 | $0 | $25,630 | Yes (X) | ||||
| ELIZABETH NEIMAN | ||||||||||
| VP, Engagement (Until May22) | 50.0 | 0.0 | $228,436 | $0 | $7,533 | Yes (X) | ||||
| DAMON NEISER | ||||||||||
| REGIONAL VP, PARTNERSHIPS CENT | 50.0 | 0.0 | $216,743 | $0 | $16,036 | Yes (X) | ||||
| TWANA PERRIESSE YOUNG | ||||||||||
| VP, CURRICULUM & INSTRUCTION | 50.0 | 0.0 | $210,749 | $0 | $7,210 | Yes (X) | ||||
| MARK BODNER | ||||||||||
| SENIOR DIRECTOR, RESEARCH & CO | 50.0 | 0.0 | $121,324 | $0 | $25,600 | Yes (X) | ||||
| CHUCK AMOS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TERRY CRANE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ELLEN BIALO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DON GARCIA | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LARRY HIGBY | ||||||||||
| DIRECTOR (UNTIL JUN22) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID HOROWITZ | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| REBECCA HOUSE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STEVE LITCHFIELD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JIM MCCLUNEY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN PHELAN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CAMERON WHITE | ||||||||||
| DIRECTOR (UNTIL APR22) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,376,376 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,264 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 66 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,995,000 | GovernmentGrantsAmt |
| All Other Contributions | $6,761,341 | AllOtherContributionsAmt |
| Noncash Contributions | $50,237 | NoncashContributionsAmt |
| Total Contributions | $8,756,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES: ST MATH INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $25,569,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,569,943 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,569,943 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,612 | TotalRevenueColumnAmt |
| Exclusion | $8,612 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,269 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,237 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,032 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,032 | TotalRevenueColumnAmt |
| Exclusion | $1,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $140,801 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $200,570 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,769 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| GAIN ON EXTINGUISHMENT OF DEBT | $10,166 | $10,166 |
| INCOME FROM RELATED PARTY | $3,750,784 | $3,750,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,760,950 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,037,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,569,943 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,770,594 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,304,270 | TotalAmt |
| Program Services | $3,304,270 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,848,617 | TotalAmt |
| Program Services | $3,034,380 | ProgramServicesAmt |
| Management And General | $814,237 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,750,420 | TotalAmt |
| Program Services | $13,647,415 | ProgramServicesAmt |
| Management And General | $890,217 | ManagementAndGeneralAmt |
| Fundraising | $212,788 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,552 | TotalAmt |
| Program Services | $1,696,752 | ProgramServicesAmt |
| Management And General | $144,626 | ManagementAndGeneralAmt |
| Fundraising | $8,174 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,335 | TotalAmt |
| Program Services | $1,123,004 | ProgramServicesAmt |
| Management And General | $97,709 | ManagementAndGeneralAmt |
| Fundraising | $16,622 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,427 | TotalAmt |
| Program Services | $119,180 | ProgramServicesAmt |
| Management And General | $10,679 | ManagementAndGeneralAmt |
| Fundraising | $568 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,966 | TotalAmt |
| Program Services | $143,395 | ProgramServicesAmt |
| Management And General | $7,792 | ManagementAndGeneralAmt |
| Fundraising | $779 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,491 | TotalAmt |
| Program Services | $98,618 | ProgramServicesAmt |
| Management And General | $7,889 | ManagementAndGeneralAmt |
| Fundraising | $984 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,736 | TotalAmt |
| Program Services | $251,053 | ProgramServicesAmt |
| Management And General | $1,533 | ManagementAndGeneralAmt |
| Fundraising | $150 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,592 | TotalAmt |
| Program Services | $243,923 | ProgramServicesAmt |
| Management And General | $15,933 | ManagementAndGeneralAmt |
| Fundraising | $736 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,091 | TotalAmt |
| Program Services | $1,948,086 | ProgramServicesAmt |
| Management And General | $100,750 | ManagementAndGeneralAmt |
| Fundraising | $4,255 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,008 | TotalAmt |
| Program Services | $855,522 | ProgramServicesAmt |
| Management And General | $104,943 | ManagementAndGeneralAmt |
| Fundraising | $4,543 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,432,220 | TotalAmt |
| Program Services | $1,367,228 | ProgramServicesAmt |
| Management And General | $60,129 | ManagementAndGeneralAmt |
| Fundraising | $4,863 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,195 | TotalAmt |
| Program Services | $306,485 | ProgramServicesAmt |
| Management And General | $1,584 | ManagementAndGeneralAmt |
| Fundraising | $126 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,124 | TotalAmt |
| Program Services | $926,722 | ProgramServicesAmt |
| Management And General | $50,365 | ManagementAndGeneralAmt |
| Fundraising | $5,037 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,778 | TotalAmt |
| Program Services | $903,750 | ProgramServicesAmt |
| Management And General | $49,117 | ManagementAndGeneralAmt |
| Fundraising | $4,911 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,455 | TotalAmt |
| Program Services | $98,562 | ProgramServicesAmt |
| Management And General | $5,357 | ManagementAndGeneralAmt |
| Fundraising | $536 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $1,638,072 | $1,613,320 | $24,027 | $725 |
| OTHER | $3,589,130 | $3,358,757 | $181,550 | $48,823 |
| BANK FEES | $7,175 | $6,578 | $532 | $65 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,930,654 | TotalAmt |
| Program Services | $35,047,000 | ProgramServicesAmt |
| Management And General | $2,568,969 | ManagementAndGeneralAmt |
| Fundraising | $314,685 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,820,220 | BOYAmt |
| EOY | $1,337,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,965,355 | BOYAmt |
| EOY | $6,706,663 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,006 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,024,261 | BOYAmt |
| EOY | $7,336,820 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,566 | BOYAmt |
| EOY | $617,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,945,108 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,188,634 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,062,549 | BOYAmt |
| EOY | $1,756,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,672 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,141,932 | BOYAmt |
| EOY | $12,744,625 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,530,561 | BOYAmt |
| EOY | $30,499,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,002,213 | BOYAmt |
| EOY | $3,906,632 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,052,954 | BOYAmt |
| EOY | $13,670,088 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,319,069 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,310,940 | BOYAmt |
| EOY | $3,335,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,366,107 | BOYAmt |
| EOY | $30,231,248 | 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 | -$2,202,167 | BOYAmt |
| EOY | -$2,933,743 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,366,621 | BOYAmt |
| EOY | $3,202,285 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,454 | BOYAmt |
| EOY | $268,542 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,530,561 | BOYAmt |
| EOY | $30,499,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $106,455 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,567 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $200 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $8,393,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,727,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,861,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,814,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,756,341 | CurrentTaxYearAmt |
| Total | $35,554,023 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,400,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,606,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,480,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,262,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,569,943 | CurrentTaxYearAmt |
| Total | $109,321,219 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,794,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,334,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,342,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,077,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,326,284 | CurrentTaxYearAmt |
| Total | $144,875,242 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,137,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,787,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $886,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,237 | CurrentTaxYearAmt |
| Total | $12,936,501 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,114,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,223,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,431,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,289,108 | CurrentTaxYearAmt |
| Total | $10,521,146 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,251,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,010,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,317,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,528,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,349,345 | CurrentTaxYearAmt |
| Total | $23,457,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $121,417,595 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,612 | CurrentTaxYearAmt |
| Total | $34,895 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,612 | CurrentTaxYearAmt |
| Total | $34,895 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,012 | CurrentTaxYearMinus4YearsAmt |
| Total | $19,012 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,817,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,347,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,348,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,080,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,334,896 | CurrentTaxYearAmt |
| Total | $144,929,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83777 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80814 | PublicSupportPY509Pct |
| Investment Income CY | 0.00024 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00021 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,122 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,122 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $25,000 | ContributionsAmt |
| End Year Balance | $25,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,474,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $541,964 | DepreciationAmt |
| Book Value | $932,859 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,688,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,032,976 | DepreciationAmt |
| Book Value | $655,353 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $781,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $613,694 | DepreciationAmt |
| Book Value | $168,262 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,756,474 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $74,274 |
| CAPITALIZED SOFTWARE DEVELOPEM | $1,649,466 |
| OPERATING LEASES | $2,282,761 |
| CAPITALIZED PREPUBLICATION C | $5,675,855 |
| CONTRACT ASSET, CURRENT | $1,764,782 |
| CONTRACT ASSET, NONCURRENT | $1,297,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,744,625 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| SBA ECONOMIC INJURY DISASTER L | $0 |
| LEASE LIABILITY, CURRENT | $663,095 |
| PAYCHECK PROTECTION PROGRAM, N | $0 |
| SBA ECONOMIC INJURY DISASTER L | $0 |
| LEASE LIABILITY, NET OF CURREN | $2,672,364 |
| TERM LOAN | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,335,459 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,034,542 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,567 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,567 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,037,109 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $38,037,109 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,626,384 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $34,626,384 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,304,270 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,304,270 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,930,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FIN 48 (ASC 740) FOOTNOTE | SCHEDULE D, PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| TRANSFER OF ASSETS | THE INITIAL TRANSFER OF ASSETS TO MIND RESEARCH INSTITUTE, INC UPON ITS FORMATION WAS TREATED AS AN EQUITY TRANSFER ON THE AUDITED FINANCIAL STATEMENTS, HOWEVER WAS TREATED AS A GRANT TO A DOMESTIC ORGANIZATION ON THE FORM 990. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIND RESEARCH INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 CALIFORNIA AVE SUITE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 872002807 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $2,339,619 | CashGrantAmt |
| Non Cash Assistance | $964,651 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | OTHER ASSETS | NonCashAssistanceDesc |
| Purpose Of Grant | TRANSFER OF ASSETS TO SISTER ORGANIZATION TO FUND INITIAL PROGRAM SERVICES. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MIND RESEARCH INSTITUTE, INC | FormAndLineReferenceDesc |
| Explanation | THIS GRANT WAS TO SUPPORT THE INITIAL PROGRAM SERVICES OF THE NEWLY FORMED NON-PROFIT ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (true) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| ANDREW COULSON | ||||||
| CHIEF DATA SCIENCE OFFICER | $179,941 | $45,381 | $6,542 | $19,745 | $251,609 | |
| MATTHEW PETERSON | ||||||
| CTO (UNTIL MAR22) | $265,378 | $60,000 | $5,492 | $21,113 | $351,983 | |
| DOREEN UHRICH | ||||||
| VP, EDUCATION SUCCESS | $192,699 | $41,600 | $4,860 | $33,215 | $272,374 | |
| MATTHEW FELDMANN | ||||||
| VP, PRODUCT | $177,916 | $38,000 | $5,988 | $19,642 | $241,546 | |
| KEVIN HAMMER | ||||||
| VP, ENGINEERING & IT | $201,137 | $43,000 | $6,814 | $21,514 | $272,465 | |
| KARIN WU | ||||||
| Exec VP/Director (Until Mar22) | $174,099 | $72,100 | $5,978 | $986 | $253,163 | |
| BRETT WOUDENBERG | ||||||
| CHIEF EXECUTIVE OFFICER | $275,866 | $354,640 | $7,108 | $21,113 | $687,727 | $29,000 |
| JOSEPHINE N GARRETT | ||||||
| CFO (UNTIL NOV21) | $194,553 | $45,800 | $5,179 | $18,638 | $264,170 | |
| ELIZABETH NEIMAN | ||||||
| VP, Engagement (Until May22) | $188,836 | $39,600 | $5,986 | $1,547 | $235,969 | |
| JAMES KIRCHNER | ||||||
| CHIEF REVENUE OFFICER | $206,582 | $583,739 | $260 | $21,658 | $812,239 | |
| TWANA PERRIESSE YOUNG | ||||||
| VP, CURRICULUM & INSTRUCTION | $183,691 | $27,058 | $5,977 | $1,233 | $217,959 | |
| MARK BODNER | ||||||
| SENIOR DIRECTOR, RESEARCH & CO | $121,324 | $4,281 | $21,319 | $146,924 | ||
| GARRETT GIROUARD | ||||||
| ED. PARTNERSHIPS MANAGER | $54,873 | $386,228 | $761 | $21,667 | $463,529 | |
| LISA MCCORQUODALE-ROBALIN | ||||||
| ED. PARTNERSHIPS MANAGER | $76,901 | $292,090 | $2,189 | $17,443 | $392,469 | $3,846 |
| KRISTINA FARADAY | ||||||
| ED. PARTNERSHIPS MANAGER | $69,419 | $273,372 | $883 | $452 | $344,126 | |
| ELIZABETH ONETO KAPLAN | ||||||
| ED. PARTNERSHIPS MANAGER | $61,427 | $199,537 | $2,550 | $7,095 | $270,609 | |
| DAMON NEISER | ||||||
| REGIONAL VP, PARTNERSHIPS CENT | $110,404 | $106,339 | $3,300 | $12,736 | $232,779 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 5A & 6A | FormAndLineReferenceDesc |
| Explanation | ALL INDIVIDUALS LISTED ON SCHEDULE J, PART II RECEIVE INCENTIVE COMPENSATION PAYMENTS, WHICH ARE CONTINGENT ON THE SALES ORDERS. THESE PAYMENTS ARE REFLECTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(II). | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,237 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail (4 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| MIND RESEARCH INSTITUTE INC | |||||||||
| CASH | 2021-10-05 | $2,339,619 | BOOK VALUE | 872002807 | 5281 CALIFORNIA AVE SUITE 300 | IRVINE | CA | 92617 | 501(c)(3) |
| MIND RESEARCH INSTITUTE INC | |||||||||
| PLEDGES | 2021-10-05 | $141,431 | BOOK VALUE | 872002807 | 5281 CALIFORNIA AVE SUITE 300 | IRVINE | CA | 92617 | 501(c)(3) |
| MIND RESEARCH INSTITUTE INC | |||||||||
| ENDOWMENT | 2021-10-05 | $26,122 | BOOK VALUE | 872002807 | 5281 CALIFORNIA AVE SUITE 300 | IRVINE | CA | 92617 | 501(c)(3) |
| MIND RESEARCH INSTITUTE INC | |||||||||
| INTANGIBLE ASSETS | 2021-10-05 | $797,097 | BOOK VALUE | 872002807 | 5281 CALIFORNIA AVE SUITE 300 | IRVINE | CA | 92617 | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (true) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (true) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PART II, LINE 2A | FormAndLineReferenceDesc |
| Explanation | MIND RESEARCH INSTITUTE, INC WAS FORMED ON 7/26/2021 AS A SISTER 501(C)(3) ORGANIZATION. THE CFO AND CEO ARE ON THE BOARD OF DIRECTORS OF MIND EDUCATION, AND MIND RESEARCH INSTITUTE, INC. THERE IS A COMPENSATION AGREEMENT BETWEEN THE TWO ORGANIZATIONS DURING THE ESTABLISHMENT PERIOD FOR MIND RESEARCH INSTITUTE, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A AND 8B: | THE EXECUTIVE COMMITTEE OF THE BOARD MEETS EIGHT TIMES PER YEAR AND HAS BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B : | MIND EDUCATION AUDIT/TAX FIRM AND THE MIND EDUCATION FINANCE TEAM WORK TOGETHER TO GATHER THE REQUIRED INFORMATION NECESSARY TO COMPLETE THE FORM 990. THE TAX FIRM PREPARES INITIAL DRAFT FORM 990, WHICH IS REVIEWED BY MANAGEMENT AS WELL AS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. ANY RECOMMENDED CHANGES AND COMMENTS ARE CONSIDERED, AND THE FORM 990 IS UPDATED. AFTER APPROVAL BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C : | ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT ANNUAL DISCLOSURES REGARDING ANY POTENTIAL CONFLICTS OF INTERESTS. IN THE EVENT A CONFLICT OF INTEREST DOES ARISE, THE INDIVIDUAL IS RECUSED FROM THE DECISION-MAKING PROCESS. ANY CONFLICTS WOULD BE PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD FOR DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES SALARIES OF KEY OFFICERS AND EMPLOYEES BASED ON PUBLICLY AVAILABLE MARKET DATA, WHICH IS DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19: | MIND EDUCATION'S FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE ON ITS WEBSITE WHILE OTHER GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC, UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | ASSET TRANSFER TO MIND RESEARCH INSTITUTE, INC |
| FORM 990, PART VI, SECTION A, LINE 4 | THERE WAS A TRANSFER OF ASSETS AND THE CREATION OF A NEW ENTITY, MIND RESEARCH INSTITUTE, INC., THAT IS A SISTER COMPANY OF MIND EDUCATION. SEE UPDATES IN SCH N FOR THE TRANSFER OF ASSETS DETAIL. MIND RESEARCH INSTITUTE'S NAME CHANGED TO MIND EDUCATION FOLLOWING THE FORMATION OF ITS SISTER ORGANIZATION. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS INCLUDE AUDIT DISCREPANCY FOR MARKET FLUCTUATION IN SECURITIES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIND RESEARCH INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 CALIFORNIA AVE SUITE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872002807 | EIN |
| Primary Activities | ED. RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |