NATIONAL MATH AND SCIENCE INITIATIVE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL MATH AND SCIENCE INITIATIVE INC (EIN 11-3769438)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-08
- IRS object ID
- 202332209349301588
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-08T15:45:23-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113769438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Math & Science Initiative Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMMY KNAPP | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2143461242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12333 Sowden Rd STE B PMB56097 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY KNAPP | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2143461200 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMMY | PersonFirstNm |
| Person Last | KNAPP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | STACY MILES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12333 Sowden Rd STE B PMB56097 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,124,726 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 420 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,899,399 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,923,215 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,101,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,538,301 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,152 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,435 | PYOtherRevenueAmt |
| CY Other Revenue | $1,989 | CYOtherRevenueAmt |
| PY Total Revenue | $26,013,416 | PYTotalRevenueAmt |
| CY Total Revenue | $17,502,087 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,693 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,363,343 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,206,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,483,610 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,594,084 | PYOtherExpensesAmt |
| CY Other Expenses | $10,169,918 | CYOtherExpensesAmt |
| PY Total Expenses | $26,957,427 | PYTotalExpensesAmt |
| CY Total Expenses | $21,458,846 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$944,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,956,759 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,216,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,517,018 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,777,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,871,986 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,439,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,645,032 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL AS PROBLEM SOLVERS AND LIFELONG LEARNERS WHO PURSUE THEIR PASSIONS AND TACKLE THE WORLD'S TOUGHEST CHALLENGES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,178,102 | ExpenseAmt |
| Grant | $6,686 | GrantAmt |
| Revenue | $2,334,291 | RevenueAmt |
| Desc | THE COLLEGE READINESS PROGRAM IS A COMPREHENSIVE APPROACH THAT INCREASES TEACHER EFFECTIVENESS AND STUDENT ACHIEVEMENT THROUGH TRAINING, TEACHER AND STUDENT SUPPORT, OPEN ENROLLMENT, AND AWARDS. THE PROGRAM DRAMATICALLY INCREASES THE NUMBER OF STUDENTS TAKING AND PASSING AP MATH, SCIENCE, AND ENGLISH EXAMS, AND EXPANDS ACCESS TO TRADITIONALLY UNDER-REPRESENTED STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $410,055 | ExpenseAmt |
| Grant | $76,007 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NMSI'S TEACHER PATHWAYS PROGRAM TRANSFORMS THE WAY UNIVERSITIES PREPARE TEACHERS. DEVELOPED AT THE UNIVERSITY OF TEXAS AT AUSTIN To TRANSFORM THE WAY COLLEGES AND UNIVERSITIES RECRUIT, PREPARE, AND INSPIRE NEW MATH AND SCIENCE TEACHERS, THIS PROGRAM RECRUITS MATH AND SCIENCE UNDERGRADUATE MAJORS TO PURSUE A TEACHING CAREER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,418,534 | ExpenseAmt |
| Revenue | $707,940 | RevenueAmt |
| Desc | LAYING THE FOUNDATION IS A THREE-YEAR TEACHER TRAINING PROGRAM FOR TEACHERS OF GRADES 3-12, WHICH GIVES MATH, SCIENCE, AND ENGLISH TEACHERS CONTENT-BASED, PEDAGOGY-DRIVEN, TEACHER-TO-TEACHER TRAINING. THE PROGRAM HELPS EDUCATORS WITH TEACHING STRATEGIES AND CONTENT KNOWLEDGE THAT INCREASE RIGOR IN THE CLASSROOM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,351,297 | $496,070 | THE ALIGNED PROGRAM SUPPORTS DISTRICTS |
| ALLOWING THEM TO IMPLEMENT A | ||
| COMPREHENSIVE STEM PATHWAY IN GRADES | ||
| K-12, WHICH INCLUDES CURRICULUM | ||
| INTEGRATION AND PROFESSIONAL | ||
| DEVELOPMENT. | ||
| $1,989 | Other Income |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,351,297 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $498,059 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,357,988 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 1141 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 420 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 | false | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY KNAPP | PersonNm |
| Phone | 2143461242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12333 SOWDEN RD STE B PMB56097 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| DR BERNARD HARRIS JR | ||||||||
| CEO/EXEC DIRECTOR End: 06/22 | 30.0 | 0.0 | Yes (X) | $343,711 | $0 | $20,694 | ||
| STACY MILES | ||||||||
| Pres/Acting CEO Start: 06/22 | 40.0 | 0.0 | Yes (X) | $310,729 | $0 | $47,347 | ||
| TAMMY KNAPP | ||||||||
| CFO/Secretary/Treasurer | 40.0 | 0.0 | Yes (X) | $226,778 | $0 | $30,774 | ||
| PAUL DUCHENE | ||||||||
| COO Beg: 06/2022 | 40.0 | 0.0 | Yes (X) | $208,584 | $0 | $21,432 | ||
| MICHELLE STIE-BUCKLES | ||||||||
| VP | 40.0 | 0.0 | $167,109 | $0 | $30,987 | Yes (X) | ||
| Ajinder Singh | ||||||||
| Director | 40.0 | 0.0 | $146,950 | $0 | $37,130 | Yes (X) | ||
| NICHOLE AUSTION | ||||||||
| VP | 40.0 | 0.0 | $151,518 | $0 | $28,925 | Yes (X) | ||
| LAURE O'NEAL | ||||||||
| CDO End: 07/22 | 40.0 | 0.0 | Yes (X) | $166,056 | $0 | $13,441 | ||
| Rayshaun Murray | ||||||||
| Director | 40.0 | 0.0 | $151,433 | $0 | $21,783 | Yes (X) | ||
| Thomas Lawson | ||||||||
| Director | 40.0 | 0.0 | $153,544 | $0 | $17,750 | Yes (X) | ||
| TALIA MILGROM-ELCOTT | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LAWRENCE WARDER | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DR SHIRLEY MALCOM | ||||||||
| CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID CHAVEZ | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JIM MONROE | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KEN COHEN | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARY ANN RANKIN | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| NANCY GRASMICK | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PETE MOONEY | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PHIL SPRICK | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| RAYMOND PIERCE | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| RON OTTINGER | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN SCALFINI | ||||||||
| DIRECTOR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| TOM FINKE | ||||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,026,412 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $270,263 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTRE TECHNOLOGIES | |||||
| PO BOX 679069 | DALLAS | TX | 752679069 | CONSULTING | $252,586 |
| West Coast Analytics | |||||
| 306 W 7th Street Ste 612 | FORT WORTH | TX | 76102 | Research | $416,200 |
| BELLWETHER EDUCATION PARTNERS | |||||
| 517 BOSTON POST ROAD 171 | SUDBURY | MA | 01776 | CONSULTING | $166,550 |
| C BLOHM ASSOCIATES INC | |||||
| 5999 MONONA DRIVE | MONONA | WI | 53716 | CONSULTING | $136,217 |
| Russell Reynolds Associates | |||||
| 200 Crescent Court ste 1000 | DALLAS | TX | 75201 | CONSULTING | $134,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,821,051 | GovernmentGrantsAmt |
| All Other Contributions | $6,102,164 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $13,923,215 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| College Readiness Program | 900099 | $2,334,291 | $2,334,291 |
| Laying The Foundation Training | 900099 | $707,940 | $707,940 |
| Aligned Program | 900099 | $496,070 | $496,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,538,301 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,582 | TotalRevenueColumnAmt |
| Exclusion | $38,582 | 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 | $27,622,639 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,622,639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,989 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,989 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,989 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,502,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,540,290 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $38,582 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,693 | TotalAmt |
| Program Services | $82,693 | 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 | $1,389,547 | TotalAmt |
| Program Services | $257,293 | ProgramServicesAmt |
| Management And General | $858,009 | ManagementAndGeneralAmt |
| Fundraising | $274,245 | FundraisingAmt |
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 | $8,246,153 | TotalAmt |
| Program Services | $5,746,084 | ProgramServicesAmt |
| Management And General | $1,884,611 | ManagementAndGeneralAmt |
| Fundraising | $615,458 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,033 | TotalAmt |
| Program Services | $233,150 | ProgramServicesAmt |
| Management And General | $81,977 | ManagementAndGeneralAmt |
| Fundraising | $31,906 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,703 | TotalAmt |
| Program Services | $410,187 | ProgramServicesAmt |
| Management And General | $162,885 | ManagementAndGeneralAmt |
| Fundraising | $23,631 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,799 | TotalAmt |
| Program Services | $374,711 | ProgramServicesAmt |
| Management And General | $185,596 | ManagementAndGeneralAmt |
| Fundraising | $66,492 | 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 | $28,576 | TotalAmt |
| Program Services | $21,136 | ProgramServicesAmt |
| Management And General | $7,440 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,870 | TotalAmt |
| Program Services | $55,144 | ProgramServicesAmt |
| Management And General | $24,671 | ManagementAndGeneralAmt |
| Fundraising | $8,055 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,184 | TotalAmt |
| Management And General | $31,184 | ManagementAndGeneralAmt |
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 | $1,228,786 | TotalAmt |
| Program Services | $282,210 | ProgramServicesAmt |
| Management And General | $624,699 | ManagementAndGeneralAmt |
| Fundraising | $321,877 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,251 | TotalAmt |
| Management And General | $84,251 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,015 | TotalAmt |
| Program Services | $315,834 | ProgramServicesAmt |
| Management And General | $204,895 | ManagementAndGeneralAmt |
| Fundraising | $32,286 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,602 | TotalAmt |
| Program Services | $494,979 | ProgramServicesAmt |
| Management And General | $176,299 | ManagementAndGeneralAmt |
| Fundraising | $21,324 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,679 | TotalAmt |
| Program Services | $21,585 | ProgramServicesAmt |
| Management And General | $25,644 | ManagementAndGeneralAmt |
| Fundraising | $8,450 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,660 | TotalAmt |
| Program Services | $472,731 | ProgramServicesAmt |
| Management And General | $82,256 | ManagementAndGeneralAmt |
| Fundraising | $32,673 | 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 | $52,029 | TotalAmt |
| Program Services | $32,304 | ProgramServicesAmt |
| Management And General | $18,583 | ManagementAndGeneralAmt |
| Fundraising | $1,142 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,613 | TotalAmt |
| Program Services | $288,142 | ProgramServicesAmt |
| Management And General | $124,836 | ManagementAndGeneralAmt |
| Fundraising | $39,635 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,903 | TotalAmt |
| Program Services | $37,055 | ProgramServicesAmt |
| Management And General | $39,412 | ManagementAndGeneralAmt |
| Fundraising | $6,436 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Teacher & Student Training | $1,158,278 | $1,158,278 |
| Teacher Pathways | $961,050 | $961,050 |
| Exam Fees | $1,116,129 | $1,116,129 |
| Educator & Student Payments | $2,997,293 | $2,997,293 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,458,846 | TotalAmt |
| Program Services | $15,357,988 | ProgramServicesAmt |
| Management And General | $4,617,248 | ManagementAndGeneralAmt |
| Fundraising | $1,483,610 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,430,563 | BOYAmt |
| EOY | $1,081,157 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,755 | BOYAmt |
| EOY | $1,339,072 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,038,056 | BOYAmt |
| EOY | $1,836,309 | 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 | $237,987 | BOYAmt |
| EOY | $222,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $678,469 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $634,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,392 | BOYAmt |
| EOY | $44,269 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,147,820 | BOYAmt |
| EOY | $17,660,980 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $332,909 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,216,573 | BOYAmt |
| EOY | $22,517,018 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,332 | BOYAmt |
| EOY | $1,274,827 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $76,007 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,971 | BOYAmt |
| EOY | $125,388 | 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 | $0 | 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 | $142,921 | BOYAmt |
| EOY | $395,764 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,224 | BOYAmt |
| EOY | $1,871,986 | 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 | $13,203,581 | BOYAmt |
| EOY | $11,408,116 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,235,768 | BOYAmt |
| EOY | $9,236,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,439,349 | BOYAmt |
| EOY | $20,645,032 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,216,573 | BOYAmt |
| EOY | $22,517,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,956,759 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $162,442 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,912,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,101,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,120,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,899,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,923,215 | CurrentTaxYearAmt |
| Total | $117,957,369 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,912,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,101,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,120,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,899,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,923,215 | CurrentTaxYearAmt |
| Total | $117,957,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,496,769 | SubstantialContributorsTotAmt |
| Public Support Total170 | $96,460,600 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,582 | CurrentTaxYearAmt |
| Total | $388,475 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,345,844 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,952,380 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81507 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $31,184 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $31,184 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | OTHER ACTIVITIES: THE CONSULTING FIRM, BIGLEY AND BLIKLE, ASSISTS WITH ADVOCATING AND LOBBYING EFFORTS TO STRENGTHEN THE ORGANIZATION'S GOVERNMENTAL RELATIONS AND SPECIFIC LEGISLATIVE EFFORTS SUPPORTING ADVANCE PLACEMENT COURSES AND TEACHER EDUCATION. THE AMOUNT REPORTED ON PART II-B, LINE 1I IS THE LOBBYING PORTION OF THE CONSULTING FEES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $418,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $374,584 | DepreciationAmt |
| Book Value | $43,781 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,616 | DepreciationAmt |
| Book Value | $488 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,269 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| Amt | $395,764 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $395,764 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,664,529 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $162,442 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $162,442 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,502,087 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $17,502,087 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,458,846 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $21,458,846 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $21,458,846 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MOREHEAD STATE UNIVERSITY | |||||||
| 150 UNIVERSITY BLVD | MOREHEAD | KY | 40351 | 611014029 | 115 | $76,007 | TEACHER PATHWAYS |
| A COLLEGE READINESS | |||||||
| 1230 1ST AVE | N BIRMINGHAM | AL | 35023 | 631050676 | 501C3 | $6,686 | TEACHER PATHWAYS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: NMSI PREPARES A COMPREHENSIVE REPORT FOR ALL OF ITS DONORS ON A REGULARLY SCHEDULED BASIS AS REQUESTED. THESE REPORTS PROVIDE THE MOST RECENT RESULTS BY SITE AND PROGRAM, ALONG WITH FINANCIAL RESULTS COMPARED TO BUDGET. NMSI'S WEB-BASED DATA SYSTEMS PROVIDE A REPORTING PLATFORM FOR EACH SITE TO REPORT ITS RESULTS WHICH ARE SUBSEQUENTLY COMPARED TO THE REQUIRED MILESTONES. IN THE EVENT THAT MILESTONES ARE NOT MET IN THE REQUESTED TIME PERIOD, GRANT FUNDS ARE NOT RELEASED UNTIL THE GRANTEE IS IN COMPLIANCE WITH THE REQUIREMENTS DOCUMENTED IN EACH PARTICIPANT'S SIGNED AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE STIE-BUCKLES | ||||||||||||||
| VP | $161,564 | $0 | $3,745 | $0 | $1,800 | $0 | $10,314 | $0 | $20,673 | $0 | $198,096 | $0 | $3,745 | $0 |
| DR BERNARD HARRIS JR | ||||||||||||||
| CEO/EXEC DIRECTOR End: 06/22 | $341,986 | $0 | $0 | $0 | $1,725 | $0 | $9,219 | $0 | $11,475 | $0 | $364,405 | $0 | $0 | $0 |
| TAMMY KNAPP | ||||||||||||||
| CFO/Secretary/Treasurer | $224,978 | $0 | $0 | $0 | $1,800 | $0 | $10,944 | $0 | $19,830 | $0 | $257,552 | $0 | $0 | $0 |
| LAURE O'NEAL | ||||||||||||||
| CDO End: 07/22 | $115,877 | $0 | $0 | $0 | $50,179 | $0 | $6,677 | $0 | $6,764 | $0 | $179,497 | $0 | $0 | $0 |
| STACY MILES | ||||||||||||||
| Pres/Acting CEO Start: 06/22 | $308,929 | $0 | $0 | $0 | $1,800 | $0 | $18,375 | $0 | $28,972 | $0 | $358,076 | $0 | $0 | $0 |
| PAUL DUCHENE | ||||||||||||||
| COO Beg: 06/2022 | $202,593 | $0 | $4,191 | $0 | $1,800 | $0 | $10,254 | $0 | $11,178 | $0 | $230,016 | $0 | $4,191 | $0 |
| NICHOLE AUSTION | ||||||||||||||
| VP | $145,722 | $0 | $3,996 | $0 | $1,800 | $0 | $9,293 | $0 | $19,632 | $0 | $180,443 | $0 | $0 | $0 |
| Rayshaun Murray | ||||||||||||||
| Director | $147,357 | $0 | $2,276 | $0 | $1,800 | $0 | $4,618 | $0 | $17,165 | $0 | $173,216 | $0 | $0 | $0 |
| Ajinder Singh | ||||||||||||||
| Director | $140,636 | $0 | $4,514 | $0 | $1,800 | $0 | $9,077 | $0 | $28,053 | $0 | $184,080 | $0 | $0 | $0 |
| Thomas Lawson | ||||||||||||||
| Director | $148,897 | $0 | $2,847 | $0 | $1,800 | $0 | $9,118 | $0 | $8,632 | $0 | $171,294 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL: OFFICERS AND DIRECTORS OF NATIONAL MATH AND SCIENCE INITIATIVE, IN UNUSUAL CIRCUMSTANCES, MAY TRAVEL FIRST-CLASS WHEN THERE ARE NO OTHER ACCOMODATIONS AVAILABLE TO MEET THEIR NEEDS. THE FIRST-CLASS TRAVEL EXPENSES ARE SUBJECT TO NATIONAL MATH AND SCIENCE INITIATIVE'S WRITTEN EXPENSE REIMBURSEMENT POLICY AND SUBSTANTIATION OF THE TRAVEL EXPENSE IS REQUIRED, PRIOR TO REIMBURSEMENT. |
| SCHEDULE J, PART I, LINE 7 | PERFORMANCE-BASED COMPENSATION: NMSI VALUES TEAM AND INDIVIDUAL JOB PERFORMANCE AND CORRELATES ITS COMPENSATION ACCORDINGLY. BASED ON ORGANIZATIONAL FISCAL HEALTH, OVERALL PERFORMANCE, AND CEO DISCRETION, NMSI TYPICALLY AWARDS ANNUAL MERIT INCREASES AND BONUSES BASED ON A STAFF MEMBER'S PERFORMANCE DURING THE PRIOR FISCAL YEAR. MERIT INCREASES ARE GENERALLY EFFECTIVE ON JANUARY 1 FOLLOWING THE END OF FISCAL YEAR (ALTHOUGH MIGHT NOT BE REFLECTED UNTIL A LATER PAY DATE WHICH MAY INCLUDE A RETROACTIVE PAYMENT) AND BONUSES ARE TYPICALLY PAID OUT IN APRIL. STAFF MEMBERS WHO ARE HIRED AFTER JULY 1 OR TEMPORARY STAFF MEMBERS ARE NOT TYPICALLY ELIGIBLE FOR A MERIT INCREASE OR BONUS. ADDITIONALLY, STAFF MEMBERS WHO CHANGE JOBS AFTER JULY 1 ARE GENERALLY NOT ELIGIBLE FOR A MERIT INCREASE RELATED TO THAT FISCAL YEAR; HOWEVER, THEY ARE GENERALLY ELIGIBLE FOR A PERFORMANCE-BASED BONUS. BONUSES AND MERIT INCREASES ARE NEVER GUARANTEED. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENT: SEVERANCE IS A VOLUNTARY AGREEMENT THAT SET FORTH THE AGREED UPON SEPARATION DATE FOR EMPLOYMENT AND BENEFITS COVERAGE, THE AMOUNT OF PAYMENT, A CONFIDENTIALITY AGREEMENT CONCERNING COMPANY INFORMATION AND MATERIALS, RETURN OF COMPANY MATERIALS, AND COOPERATION CONCERNING BUSINESS MATTERS. THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT IN THEIR 2022 TAXABLE COMPENSATION: Laure O'Neal $49,279 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED TO REVIEW FORM 990: THE ORGANIZATION ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. ONCE THE 990 IS COMPLETED IN DRAFT FORM, IT IS REVIEWED BY NATIONAL MATH AND SCIENCE INITIATIVE'S CFO AND PRESENTED TO THE AUDIT COMMITTEE MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: NMSI'S CONFLICT OF INTEREST POLICY REQUIRES ALL STAFF, INCLUDING OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES, TO SIGN AND RETURN AN ANNUAL COMPLIANCE STATEMENT DISCLOSING ANY CONFLICT. UPON DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, NMSI WILL TAKE APPROPRIATE STEPS TO PROTECT AGAINST ANY ACTUAL OR POTENTIAL CONFLICT. THESE STEPS INCLUDE, BUT ARE NOT LIMITED TO, REQUIRING REFRAINMENT FROM BEING INVOLVED IN ANY DECISION MADE BY NMSI REGARDING ITS DEALINGS WITH THE CONFLICTED PERSON, BUSINESS OR ENTERPRISE. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | PROCESS FOR DETERMINING EXECUTIVE LEVEL COMPENSATION: IN 2022, THE OUTGOING CEO PRESENTED AN OFFER LETTER TO THE NEWLY APPOINTED PRESIDENT & ACTING CEO. THE COMPENSATION WAS ALSO REVIEWED AND APPROVED BY THE CHAIR OF THE BOARD, NMSI'S CFO, AND THE FINANCE COMMITTEE. THE COMPENSATION OF THE CFO AND OTHER OFFICERS ARE REVIEWED EVERY 1-2 YEARS BY THE PRESIDENT/CEO. THE SALARY RANGES ARE BASED ON VARIOUS SALARY SURVEY BENCHMARKS IN WHICH NMSI TRIES TO ALIGN TO THE MID-POINT. THE PRESIDENT PRESENTED AN OFFER LETTER TO THE COO, AND THE SALARY WAS ALSO REVIEWED AND APPROVED BY NMSI'S CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS: NMSI MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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