2023-08-08T15:45:23-05:00 2022-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 12333 Sowden Rd STE B PMB56097 Houston TX 77080 TAMMY KNAPP CFO 2143461200 2023-11-15 true TAMMY KNAPP 999009999 Jeanette Verrelli P00742631 9727028262 3 2022 2023-04-26 12:10:37Z X STACY MILES 12333 Sowden Rd STE B PMB56097 Houston TX 77080 45124726 false X WWW.NMS.ORG X 2006 TX NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL. 14 14 420 17 0 0 21899399 13923215 4101430 3538301 1152 38582 11435 1989 26013416 17502087 0 82693 0 0 13363343 11206235 0 0 1483610 13594084 10169918 26957427 21458846 -944011 -3956759 26216573 22517018 1777224 1871986 24439349 20645032 X NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL AS PROBLEM SOLVERS AND LIFELONG LEARNERS WHO PURSUE THEIR PASSIONS AND TACKLE THE WORLD'S TOUGHEST CHALLENGES. false false 12178102 6686 2334291 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. 410055 76007 0 NMSI'S TEACHER PATHWAYS PROGRAM TRANSFORMS THE WAY UNIVERSITIES PREPARE TEACHERS. DEVELOPED AT THE UNIVERSITY OF TEXAS AT AUSTIN To TRANSFORM THE WAY COLLEGES AND UNIVERSITIES RECRUIT, PREPARE, AND INSPIRE NEW MATH AND SCIENCE TEACHERS, THIS PROGRAM RECRUITS MATH AND SCIENCE UNDERGRADUATE MAJORS TO PURSUE A TEACHING CAREER. 1418534 707940 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. 1351297 496070 THE ALIGNED PROGRAM SUPPORTS DISTRICTS ALLOWING THEM TO IMPLEMENT A COMPREHENSIVE STEM PATHWAY IN GRADES K-12, WHICH INCLUDES CURRICULUM INTEGRATION AND PROFESSIONAL DEVELOPMENT. 1989 Other Income 1351297 498059 15357988 true true false true false false false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 1141 0 true 420 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true true false AL CA GA NY PA TX VA X X TAMMY KNAPP 2143461242 12333 SOWDEN RD STE B PMB56097 Houston TX 77080 X DR BERNARD HARRIS JR CEO/EXEC DIRECTOR End: 06/22 30.0 0.0 X 343711 0 20694 STACY MILES Pres/Acting CEO Start: 06/22 40.0 0.0 X 310729 0 47347 TAMMY KNAPP CFO/Secretary/Treasurer 40.0 0.0 X 226778 0 30774 PAUL DUCHENE COO Beg: 06/2022 40.0 0.0 X 208584 0 21432 MICHELLE STIE-BUCKLES VP 40.0 0.0 X 167109 0 30987 Ajinder Singh Director 40.0 0.0 X 146950 0 37130 NICHOLE AUSTION VP 40.0 0.0 X 151518 0 28925 LAURE O'NEAL CDO End: 07/22 40.0 0.0 X 166056 0 13441 Rayshaun Murray Director 40.0 0.0 X 151433 0 21783 Thomas Lawson Director 40.0 0.0 X 153544 0 17750 TALIA MILGROM-ELCOTT DIRECTOR 2.0 0.0 X 0 0 0 LAWRENCE WARDER DIRECTOR 2.0 0.0 X 0 0 0 DR SHIRLEY MALCOM CHAIRMAN 2.0 0.0 X X 0 0 0 DAVID CHAVEZ DIRECTOR 2.0 0.0 X 0 0 0 JIM MONROE DIRECTOR 2.0 0.0 X 0 0 0 KEN COHEN DIRECTOR 2.0 0.0 X 0 0 0 MARY ANN RANKIN DIRECTOR 2.0 0.0 X 0 0 0 NANCY GRASMICK DIRECTOR 2.0 0.0 X 0 0 0 PETE MOONEY DIRECTOR 2.0 0.0 X 0 0 0 PHIL SPRICK DIRECTOR 2.0 0.0 X 0 0 0 RAYMOND PIERCE DIRECTOR 2.0 0.0 X 0 0 0 RON OTTINGER DIRECTOR 2.0 0.0 X 0 0 0 SUSAN SCALFINI DIRECTOR 2.0 0.0 X 0 0 0 TOM FINKE Director 2.0 0.0 X 0 0 0 2026412 0 270263 33 false true false CENTRE TECHNOLOGIES PO BOX 679069 DALLAS TX 752679069 CONSULTING 252586 West Coast Analytics 306 W 7th Street Ste 612 FORT WORTH TX 76102 Research 416200 BELLWETHER EDUCATION PARTNERS 517 BOSTON POST ROAD 171 SUDBURY MA 01776 CONSULTING 166550 C BLOHM ASSOCIATES INC 5999 MONONA DRIVE MONONA WI 53716 CONSULTING 136217 Russell Reynolds Associates 200 Crescent Court ste 1000 DALLAS TX 75201 CONSULTING 134006 9 7821051 6102164 0 13923215 College Readiness Program 900099 2334291 2334291 Laying The Foundation Training 900099 707940 707940 Aligned Program 900099 496070 496070 3538301 38582 38582 0 0 0 0 0 27622639 27622639 0 0 0 0 0 0 0 0 0 0 Other Income 900099 1989 1989 1989 17502087 3540290 38582 82693 82693 0 0 0 1389547 257293 858009 274245 0 8246153 5746084 1884611 615458 347033 233150 81977 31906 596703 410187 162885 23631 626799 374711 185596 66492 0 28576 21136 7440 87870 55144 24671 8055 31184 31184 0 0 1228786 282210 624699 321877 84251 84251 553015 315834 204895 32286 692602 494979 176299 21324 0 55679 21585 25644 8450 587660 472731 82256 32673 0 52029 32304 18583 1142 0 0 452613 288142 124836 39635 82903 37055 39412 6436 Teacher & Student Training 1158278 1158278 Teacher Pathways 961050 961050 Exam Fees 1116129 1116129 Educator & Student Payments 2997293 2997293 21458846 15357988 4617248 1483610 10430563 1081157 0 0 1264755 1339072 3038056 1836309 0 0 0 0 0 0 0 0 237987 222322 678469 634200 97392 44269 11147820 17660980 0 0 0 0 0 0 0 332909 26216573 22517018 1360332 1274827 0 76007 273971 125388 0 0 0 0 0 0 0 0 0 0 142921 395764 1777224 1871986 X 13203581 11408116 11235768 9236916 24439349 20645032 26216573 22517018 -3956759 162442 X false true X true true true X 24912466 30101928 27120361 21899399 13923215 117957369 0 0 24912466 30101928 27120361 21899399 13923215 117957369 21496769 96460600 130012 154992 63737 1152 38582 388475 0 0 118345844 33952380 0.81507 0.79980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 31184 31184 false SCHEDULE C, PART II-B, LINE 1I 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. 418365 374584 43781 260104 259616 488 0 0 44269 0 RIGHT OF USE LIABILITY 395764 395764 17664529 162442 162442 17502087 17502087 21458846 21458846 21458846 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true MOREHEAD STATE UNIVERSITY 150 UNIVERSITY BLVD MOREHEAD KY 40351 611014029 115 76007 TEACHER PATHWAYS A COLLEGE READINESS 1230 1ST AVE N BIRMINGHAM AL 35023 631050676 501C3 6686 TEACHER PATHWAYS 2 SCHEDULE I, PART I, LINE 2 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. X true true X X X X X true false false false false false false true false MICHELLE STIE-BUCKLES VP 161564 0 3745 0 1800 0 10314 0 20673 0 198096 0 3745 0 DR BERNARD HARRIS JR CEO/EXEC DIRECTOR End: 06/22 341986 0 0 0 1725 0 9219 0 11475 0 364405 0 0 0 TAMMY KNAPP CFO/Secretary/Treasurer 224978 0 0 0 1800 0 10944 0 19830 0 257552 0 0 0 LAURE O'NEAL CDO End: 07/22 115877 0 0 0 50179 0 6677 0 6764 0 179497 0 0 0 STACY MILES Pres/Acting CEO Start: 06/22 308929 0 0 0 1800 0 18375 0 28972 0 358076 0 0 0 PAUL DUCHENE COO Beg: 06/2022 202593 0 4191 0 1800 0 10254 0 11178 0 230016 0 4191 0 NICHOLE AUSTION VP 145722 0 3996 0 1800 0 9293 0 19632 0 180443 0 0 0 Rayshaun Murray Director 147357 0 2276 0 1800 0 4618 0 17165 0 173216 0 0 0 Ajinder Singh Director 140636 0 4514 0 1800 0 9077 0 28053 0 184080 0 0 0 Thomas Lawson Director 148897 0 2847 0 1800 0 9118 0 8632 0 171294 0 0 0 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 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.