2022-08-03T16:36:40-05:00 2021-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2021-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 8350 N Central Expressway M-2200 Dallas TX 75206 TAMMY KNAPP CFO 2143461200 2022-05-15 true TAMMY KNAPP 999009999 Jeanette Verrelli P00742631 9727028262 3 2021 2022-09-23 18:48:47Z DR BERNARD HARRIS JR 8350 N CENTRAL EXPRESSWAY DALLAS TX 75206 26024394 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 13 522 17 0 0 27120361 21899399 5505631 4101430 63976 1152 224896 11435 32914864 26013416 1850914 218411 0 0 14723053 13363343 0 0 1849295 20078280 13594084 36652247 27175838 -3737383 -1162422 29245340 26216573 3645028 1777224 25600312 24439349 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 18101762 127079 3388639 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. 654069 91332 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. 1098011 676791 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. 606382 36000 THE ALIGNED PROGRAM SUPPORTS DISTRICTS ALLOWING THEM TO IMPLEMENT A COMPREHENSIVE STEM PATHWAY IN GRADES K-12, WHICH INCLUDES CURRICULUM INTEGRATION AND PROFESSIONAL DEVELOPMENT. 11435 Other Income 606382 47435 20460224 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 1772 0 true 522 true false false false false false false false false false false false false X 14 13 false false false false false false false true true false false false true true true true true true true false X X TAMMY KNAPP 2143461242 8350 N CENTRAL EXPRESSWAY SUITE M- DALLAS TX 75206 X DR BERNARD HARRIS JR CEO 40.0 0.0 X X 442323 0 19600 STACY MILES COO 40.0 0.0 X 272633 0 43145 TAMMY KNAPP CFO 40.0 0.0 X 228058 0 27164 SHAILESH GATTEWAR VP 40.0 0.0 X 225821 0 8731 LAURE O'NEAL CDO 40.0 0.0 X 204253 0 28977 JUAN ELIZONDO VP, END: 10/21 40.0 0.0 X 167938 0 27505 PAUL DUCHENE VP 40.0 0.0 X 167898 0 23961 JACLYN CASTMA VP, END: 09/21 40.0 0.0 X 166063 0 25216 MICHELLE STIE-BUCKLES VP 40.0 0.0 X 156421 0 32519 DR DAVID CHAVEZ DIRECTOR 2.0 0.0 X 0 0 0 KENNETH COHEN DIRECTOR 2.0 0.0 X 0 0 0 TOM FINKE DIRECTOR 2.0 0.0 X 0 0 0 DR NANCY GRASMICK DIRECTOR 2.0 0.0 X 0 0 0 DR SHIRLEY MALCOM CHAIRMAN 2.0 0.0 X X 0 0 0 TALIA MILGROM-ELCOTT DIRECTOR 2.0 0.0 X 0 0 0 JAMISON MONROE DIRECTOR 2.0 0.0 X 0 0 0 RON OTTINGER DIRECTOR 2.0 0.0 X 0 0 0 RAYMOND PIERCE DIRECTOR 2.0 0.0 X 0 0 0 DR MARY ANN RANKIN DIRECTOR 2.0 0.0 X 0 0 0 DR SUSAN SCLAFANI DIRECTOR 2.0 0.0 X 0 0 0 PHILIP SPRICK DIRECTOR 2.0 0.0 X 0 0 0 LAWRENCE WARDER DIRECTOR 2.0 0.0 X 0 0 0 2031408 0 236818 32 false true false CREATIVE CIRCLE PO BOX 74008799 CHICAGO IL 606748799 CONSULTING 915183 THE REGENTS OF THE UNIVERSITY OF CA BOX 957089 1125 MURPHY HALL 405 HI LOS ANGELES CA 90095 RESEARCH 819544 WEST COAST ANALTICS 2728 MCKINNON STREET DALLAS TX 75201 RESEARCH 516200 CENTRE TECHNOLOGIES PO BOX 679069 HOUSTON TX 75267 CONSULTING 388139 WHITEBOARD ADVISORS 4005 WISCONSIN AVE NW BOX 9535 WASHINGTON DC 20016 CONSULTING 232228 9 16025855 5873544 5021 21899399 College Readiness Program 900099 3388639 3388639 Laying The Foundation Training 900099 676791 676791 ALIGNED PROGRAM 900099 36000 36000 4101430 1152 1152 0 0 0 0 0 10978 10978 0 0 0 0 0 0 0 0 0 0 Other Income 900099 11435 11435 11435 26013416 4112865 1152 218411 218411 0 0 0 1266154 344023 694450 227681 0 10352396 6979827 2413212 959357 418193 246394 129686 42113 624973 392417 184455 48101 701627 403869 209858 87900 0 42702 8812 33890 83249 40663 35279 7307 27800 27800 0 0 2380860 1450229 574356 356275 47666 47666 382151 162190 190781 29180 674822 535262 110027 29533 0 477824 284308 146991 46525 52799 31158 17876 3765 0 48998 39400 8603 995 0 0 58384 35721 17373 5290 60915 31626 24016 5273 Teacher & Student Training 56569 56569 Teacher Pathways 524841 524841 Exam Fees 3231486 3231486 Educator & Student Payments 5443018 5443018 27175838 20460224 4866319 1849295 8473819 10430563 0 0 5178303 1264755 4002047 3038056 0 0 0 0 0 0 0 0 283076 237987 678469 581077 155777 97392 11152318 11147820 0 0 0 0 0 0 0 0 29245340 26216573 2287492 1360332 278785 0 525979 273971 0 0 0 0 0 0 0 0 0 0 552772 142921 3645028 1777224 X 12358806 13203581 13241506 11235768 25600312 24439349 29245340 26216573 -1162422 1459 X false true X true true true X 26841411 24912466 30101928 27120361 21899399 130875565 0 0 26841411 24912466 30101928 27120361 21899399 130875565 25846313 105029252 64971 130012 154992 63737 1152 414864 0 28657 0 0 0 0 28657 131319086 39635950 0.79980 0.79686 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 27800 27800 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 321461 96904 260104 259616 488 0 0 0 97392 0 Deferred Rent 142921 142921 26014875 1459 1459 26013416 26013416 27175838 27175838 27175838 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 KENTUCKY SCIENCE CORPORATION PO BOX 1049 LEXINGTON KY 405881049 611135362 501C3 123378 COLLEGE READINESS PROGRAM VIRGINIA STATE UNIVERSITY 1 HAYDEN DRIVE HARRIS HALL SUITE 1 VIRGINIA STATE UNIVERS VA 23806 546001811 115 40000 TEACHER PATHWAYS MOREHEAD STATE UNIVERSITY 150 UNIVERISTY BLVD MOREHEAD KY 40351 611014029 115 51332 TEACHER PATHWAYS 3 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 DR BERNARD HARRIS JR CEO 440523 0 0 0 1800 0 8748 0 10852 0 461923 0 0 0 STACY MILES COO 270833 0 0 0 1800 0 16905 0 26240 0 315778 0 0 0 TAMMY KNAPP CFO 226258 0 0 0 1800 0 10500 0 16664 0 255222 0 0 0 LAURE O'NEAL CDO 202453 0 0 0 1800 0 17849 0 11128 0 233230 0 0 0 SHAILESH GATTEWAR VP 221521 0 2500 0 1800 0 1537 0 7194 0 234552 0 0 0 JUAN ELIZONDO VP, END: 10/21 124535 0 2500 0 40903 0 3883 0 23622 0 195443 0 0 0 JACLYN CASTMA VP, END: 09/21 112278 0 2500 0 51285 0 7141 0 18075 0 191279 0 0 0 PAUL DUCHENE VP 163598 0 2500 0 1800 0 14302 0 9659 0 191859 0 0 0 MICHELLE STIE-BUCKLES VP 152121 0 2500 0 1800 0 13457 0 19062 0 188940 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 2021 TAXABLE COMPENSATION: JUAN ELIZONDO $39,478 JACLYN CASTMA $50,010 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: NATIONAL MATH AND SCIENCE INITIATIVE HAS A CHAIR OF THE BOARD OF DIRECTORS WHO REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S CEO. THE CHAIRPERSON USES SALARY DATA FROM PUBLISHED COMPENSATION SURVEYS OF NON-PROFIT ORGANIZATIONS TO DETERMINE THE APPROPRIATE COMPENSATION FOR THE NATIONAL MATH AND SCIENCE INITIATIVE CEO. THE LAST REVIEW CONDUCTED FOR THE CEO WAS IN 2018. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CEO USING THE SAME DATA. DURING 2020, NMSI HIRED A NEW CHIEF DEVELOPMENT OFFICER AND THE CDO SALARY WAS DETERMINED BY THE CEO. DOCUMENTATION OF EXECUTIVE-LEVEL REVIEWS ARE KEPT IN THE HR PERSONNEL FILES AND WILL BE DOCUMENTED IN THE MEETING MINUTES GOING FORWARD. 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.