NATIONAL MATH AND SCIENCE INITIATIVE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NATIONAL MATH AND SCIENCE INITIATIVE INC (EIN 11-3769438)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-14
IRS object ID
202112579349301481
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-14T18:01:52-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114241 DALLAS PARKWAY SUITE 1100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113769438EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1National Math & Science Initiative IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TAMMY KNAPPInCareOfNm
Business Name ControlNATIBusinessNameControlTxt
Phone2143461242PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18350 N Central Expressway M-2200AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMMY KNAPPPersonNm
Person TitleCFOPersonTitleTxt
Phone2143461200PhoneNum
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTAMMYPersonFirstNm
Person LastKNAPPPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeanette VerrelliPreparerPersonNm
PTINP00742631PTIN
Phone9727028262PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR BERNARD HARRIS JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPRESSWAYAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$51,944,170GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NMS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionNMSI'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 Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee525TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,101,928PYContributionsGrantsAmt
CY Contributions Grants$27,120,361CYContributionsGrantsAmt
PY Program Service Revenue$10,368,940PYProgramServiceRevenueAmt
CY Program Service Revenue$5,505,631CYProgramServiceRevenueAmt
PY Investment Income$154,992PYInvestmentIncomeAmt
CY Investment Income$63,976CYInvestmentIncomeAmt
PY Other Revenue$1,587PYOtherRevenueAmt
CY Other Revenue$224,896CYOtherRevenueAmt
PY Total Revenue$40,627,447PYTotalRevenueAmt
CY Total Revenue$32,914,864CYTotalRevenueAmt
PY Grants And Similar Paid$3,084,025PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,850,914CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,928,586PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,723,053CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,856,472CYTotalFundraisingExpenseAmt
PY Other Expenses$30,193,095PYOtherExpensesAmt
CY Other Expenses$20,078,280CYOtherExpensesAmt
PY Total Expenses$45,205,706PYTotalExpensesAmt
CY Total Expenses$36,652,247CYTotalExpensesAmt
PY Revenues Less Expenses-$4,578,259PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,737,383CYRevenuesLessExpensesAmt
Total Assets BOY$31,997,020TotalAssetsBOYAmt
Total Assets EOY$29,245,340TotalAssetsEOYAmt
Total Liabilities BOY$2,722,290TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,645,028TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,274,730NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,600,312NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNMSI'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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$26,704,045ExpenseAmt
Grant$380,596GrantAmt
Revenue$5,265,884RevenueAmt
DescTHE 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

FieldValueIRS element (for citing)
Expense$2,137,496ExpenseAmt
Grant$1,470,318GrantAmt
DescNMSI'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

FieldValueIRS element (for citing)
Expense$458,216ExpenseAmt
Revenue$239,747RevenueAmt
DescLAYING 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 (4 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$759,068$224,896THE ALIGNED PROGRAM SUPPORTS DISTRICTS ALLOWING
them to implement a comprehensive stem pathway
in grades K-12, which includes curriculum
integration and professional development.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$759,068TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$224,896TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$30,058,825TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2516IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee525EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTAMMY KNAPPPersonNm
Phone2143461242PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18350 N CENTRAL EXPRESSWAY SUITE M-AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
DR BERNARD HARRIS JR
CEO40.00.0Yes (X)Yes (X)$471,151$0$18,399
STACY MILES
COO40.00.0Yes (X)$291,579$0$42,088
TAMMY KNAPP
CFO/SECRETARY/TREASURER40.00.0Yes (X)$241,427$0$28,549
DIANE KEANE
VP40.00.0$194,776$0$10,829Yes (X)
SHAILESH GATTEWAR
VP40.00.0$189,956$0$13,959Yes (X)
JACLYN CASTMA
VP40.00.0$164,122$0$34,265Yes (X)
PAUL DUCHENE
VP40.00.0$172,459$0$17,400Yes (X)
MICHELLE STIE-BUCKLES
VP40.00.0$160,785$0$28,371Yes (X)
Chad Spurgeon
Senior Director, Programs40.00.0$153,534$0$26,020Yes (X)
LAURE O'NEAL
CDO40.00.0Yes (X)$138,822$0$8,134
Dr Shirley Malcom
Chairman2.00.0Yes (X)Yes (X)$0$0$0
Dr Bruce Alberts
Director2.00.0Yes (X)$0$0$0
David Chavez
DIRECTOR2.00.0Yes (X)$0$0$0
Ken Cohen
Director2.00.0Yes (X)$0$0$0
Dr Nancy S Grasmick
DIRECTOR2.00.0Yes (X)$0$0$0
Jamison Monroe
DIRECTOR2.00.0Yes (X)$0$0$0
Ron Ottinger
DIRECTOR2.00.0Yes (X)$0$0$0
Dr Mary Ann Rankin
DIRECTOR2.00.0Yes (X)$0$0$0
Susan Scalfani
DIRECTOR2.00.0Yes (X)$0$0$0
Lawrence Warder
DIRECTOR2.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,178,611TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$228,014TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K35IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CREATIVE CIRCLE
PO BOX 74008799CHICAGOIL606748799CONSULTING$114,528
CENTRE TECHNOLOGIES
PO BOX 679069HOUSTONTX752679069CONSULTING$1,140,268
WEST COAST ANALyTICS
2728 MCKINNON STREETDALLASTX75201RESEARCH$656,600
MCGUIREWOODS LLP
800 E CANAL STREETRICHMONDVA232193916CONSULTING$373,164
SOCIETY FOR SCIENCE AND THE PUBLIC
1719 N ST NWWASHINGTONDC20036CONSULTING$158,235
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Government Grants$17,123,126GovernmentGrantsAmt
All Other Contributions$9,997,235AllOtherContributionsAmt
Total Contributions$27,120,361TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
College Readiness Program900099$5,265,884$5,265,884
Laying The Foundation Training900099$239,747$239,747
FieldValueIRS element (for citing)
Total Program Service Revenue$5,505,631TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,737TotalRevenueColumnAmt
Exclusion$63,737ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,029,545SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,029,306SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$239SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$239TotalRevenueColumnAmt
Exclusion$239ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business900099BusinessCd
Total Revenue Column$224,896TotalRevenueColumnAmt
Related Or Exempt Func Income$224,896RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$224,896OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,914,864TotalRevenueColumnAmt
Related Or Exempt Func Income$5,730,527RelatedOrExemptFuncIncomeAmt
Exclusion$63,976ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,850,914TotalAmt
Program Services$1,850,914ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,419,702TotalAmt
Program Services$419,865ProgramServicesAmt
Management And General$811,088ManagementAndGeneralAmt
Fundraising$188,749FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,712,644TotalAmt
Program Services$7,285,610ProgramServicesAmt
Management And General$2,376,020ManagementAndGeneralAmt
Fundraising$1,051,014FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$424,023TotalAmt
Program Services$283,369ProgramServicesAmt
Management And General$101,878ManagementAndGeneralAmt
Fundraising$38,776FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$817,762TotalAmt
Program Services$519,577ProgramServicesAmt
Management And General$229,582ManagementAndGeneralAmt
Fundraising$68,603FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,348,922TotalAmt
Program Services$1,044,036ProgramServicesAmt
Management And General$210,095ManagementAndGeneralAmt
Fundraising$94,791FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$44,813TotalAmt
Program Services$2,788ProgramServicesAmt
Management And General$42,025ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$85,323TotalAmt
Program Services$57,167ProgramServicesAmt
Management And General$25,083ManagementAndGeneralAmt
Fundraising$3,073FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$58,085TotalAmt
Management And General$58,085ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,594,594TotalAmt
Program Services$3,011,021ProgramServicesAmt
Management And General$303,446ManagementAndGeneralAmt
Fundraising$280,127FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$92,668TotalAmt
Management And General$92,668ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$662,313TotalAmt
Program Services$483,866ProgramServicesAmt
Management And General$154,333ManagementAndGeneralAmt
Fundraising$24,114FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$643,444TotalAmt
Program Services$536,729ProgramServicesAmt
Management And General$78,352ManagementAndGeneralAmt
Fundraising$28,363FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$553,817TotalAmt
Program Services$366,085ProgramServicesAmt
Management And General$156,877ManagementAndGeneralAmt
Fundraising$30,855FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$177,275TotalAmt
Program Services$74,287ProgramServicesAmt
Management And General$68,365ManagementAndGeneralAmt
Fundraising$34,623FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,358TotalAmt
Program Services$8,959ProgramServicesAmt
Management And General$2,450ManagementAndGeneralAmt
Fundraising$6,949FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$61,677TotalAmt
Program Services$44,343ProgramServicesAmt
Management And General$13,452ManagementAndGeneralAmt
Fundraising$3,882FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,912TotalAmt
Program Services$29,208ProgramServicesAmt
Management And General$13,151ManagementAndGeneralAmt
Fundraising$2,553FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Teacher & Student Training$3,322,517$3,322,517
TEACHER PATHWAYS$629,243$629,243
Exam Fees$4,160,312$4,160,312
Educator & Student Payments$5,926,446$5,926,446

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,483TotalAmt
Program Services$2,483ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,652,247TotalAmt
Program Services$30,058,825ProgramServicesAmt
Management And General$4,736,950ManagementAndGeneralAmt
Fundraising$1,856,472FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,925,967BOYAmt
EOY$8,473,819EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,048,679BOYAmt
EOY$5,178,303EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,506,007BOYAmt
EOY$4,002,047EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$315,710BOYAmt
EOY$283,076EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$678,469LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$522,692LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$217,455BOYAmt
EOY$155,777EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,983,202BOYAmt
EOY$11,152,318EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,997,020BOYAmt
EOY$29,245,340EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,751,270BOYAmt
EOY$2,287,492EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$572,861BOYAmt
EOY$278,785EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$136,565BOYAmt
EOY$525,979EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$261,594BOYAmt
EOY$552,772EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,722,290BOYAmt
EOY$3,645,028EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,609,592BOYAmt
EOY$12,358,806EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,665,138BOYAmt
EOY$13,241,506EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,274,730BOYAmt
EOY$25,600,312EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,997,020BOYAmt
EOY$29,245,340EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,737,383ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$62,965NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,860,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,841,411CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,912,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,101,928CurrentTaxYearMinus1YearAmt
Current Tax Year$27,120,361CurrentTaxYearAmt
Total$138,836,777TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,860,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,841,411CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,912,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,101,928CurrentTaxYearMinus1YearAmt
Current Tax Year$27,120,361CurrentTaxYearAmt
Total$138,836,777TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$27,768,975SubstantialContributorsTotAmt
Public Support Total170$111,067,802PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$130,012CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,992CurrentTaxYearMinus1YearAmt
Current Tax Year$63,737CurrentTaxYearAmt
Total$460,742TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,187CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$83,844TotalAmt
FieldValueIRS element (for citing)
Total Support$139,381,363TotalSupportAmt
Gross Receipts Rltd Activities$44,846,710GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79686PublicSupportCY170Pct
Public Support PY1700.71430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$58,085OtherActivitiesAmt
Total Lobbying Expenditures$58,085TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1IFormAndLineReferenceDesc
ExplanationOTHER 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 EDCUATION. THE AMOUNT REPORTED ON PART II-B, LINE 1I IS THE LOBBYING PORTION OF THE CONSULTING FEES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$418,365OtherCostOrOtherBasisAmt
Depreciation$268,339DepreciationAmt
Book Value$150,026BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$260,104OtherCostOrOtherBasisAmt
Depreciation$254,353DepreciationAmt
Book Value$5,751BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$155,777TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Deferred Rent$207,462
GRANT REFUND LIABILITY$345,310
FieldValueIRS element (for citing)
Total Liability$552,772TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$32,977,829TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$62,965NetUnrealizedGainsInvstAmt
Revenue Not Reported$62,965RevenueNotReportedAmt
Revenue Subtotal$32,914,864RevenueSubtotalAmt
Total Revenue Per Form990$32,914,864TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,652,247TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$36,652,247ExpensesSubtotalAmt
Total Expenses Per Form990$36,652,247TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2FormAndLineReferenceDesc
ExplanationASC 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
GEORGE WASHINGTON UNIVERSITY
2121 I STREET NWWASHINGTONDC20052530196584115$213,417TEACHER PATHWAYS
LOUISIANA TECH UNIVERSITY
PO BOX 3092RUSTONLA71272726000792501C3$159,414TEACHER PATHWAYS
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BOULEVARDBOSTONMA19104013167352501C3$368,905TEACHER PATHWAYS
UNIVERSITY OF NEVADA RENO
1664 N VIRGINIA STREETRENONV89557886000024115$21,492TEACHER PATHWAYS
UNIVERSITY OF WEST VIRGINIA
886 CHESNUT RIDGE ROADSTILLWATEROK74074300449363115$85,686TEACHER PATHWAYS
MOREHEAD STATE UNIVERSITY
150 UNIVERISTY BLVDMOREHEADKY40351611014029115$173,486TEACHER PATHWAYS
UNIVERSITY OF HOUSTON
PO BOX 988HOUSTONTX770010988746001399115$30,000TEACHER PATHWAYS
TOUGALOO COLLEGE
500 WEST COUNTY LINE ROADTOUGALOOMS39174640303093501C3$45,606TEACHER PATHWAYS
JACKSON STATE UNIVERSITY
1400 J R LYNCH STJACKSONMS392170002646000507501C3$41,501TEACHER PATHWAYS
CLAFLIN UNIVERSITY
300 MAGNOLIA STREETORANGEBURGSC291150000570314374501C3$41,070TEACHER PATHWAYS
SPELMAN COLLEGE
350 SPELMAN LANE SWATLANTAGA30314580566243501C3$47,719TEACHER PATHWAYS
NORFOLK STATE UNIVERSITY
700 PARK AVE STE 410NORFOLKVA235048050237235954501C3$40,000TEACHER PATHWAYS
CLARK ATLANTA
223 JAMES P BRAWLEY DR SWATLANTAGA303144358581825259501C3$45,966TEACHER PATHWAYS
PRAIRIE VIEW A&M UNIVERSITY
6436 FANNIN ST ROOM 112HOUSTONTX77030383798900501C3$46,000TEACHER PATHWAYS
TALLADEGA COLLEGE
627 BATTLE ST WTALLADEGAAL35160630288870501C3$33,516TEACHER PATHWAYS
NORTH CAROLINA A&T STATE UNIVERSITY
1601 E MARKET STREETGREENSBORONC27411237055330501C3$38,729TEACHER PATHWAYS
MORGAN STATE UNIVERSITY
1700 EAST COLD SPRING LANE TRUTH HABALTIMOREMD21251237089143501C3$37,812TEACHER PATHWAYS
KENTUCKY SCIENCE CORPORATION
PO BOX 1049LEXINGTONKY405881049611135362501C3$248,690COLLEGE READINESS PROGRAM
A COLLEGE READY
1230 1ST AVE NBIRMINGHAMAL35023631050676501C3$118,342COLLEGE READINESS PROGRAM
COLORADO EDUCATION INITIATIVE
1660 LINCOLN ST STE 2720DENVERCO80264261597530501C3$13,564COLLEGE READINESS PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR BERNARD HARRIS JR
CEO$441,541$0$25,500$0$4,110$0$7,844$0$10,555$0$489,550$0$25,500$0
TAMMY KNAPP
CFO/SECRETARY/TREASURER$229,266$0$8,126$0$4,035$0$10,538$0$18,011$0$269,976$0$8,126$0
STACY MILES
COO$278,470$0$10,784$0$2,325$0$16,453$0$25,635$0$333,667$0$10,784$0
SHAILESH GATTEWAR
VP$188,221$0$0$0$1,735$0$1,537$0$12,422$0$203,915$0$0$0
DIANE KEANE
VP$184,524$0$7,132$0$3,120$0$9,887$0$942$0$205,605$0$7,132$0
PAUL DUCHENE
VP$164,056$0$6,423$0$1,980$0$8,171$0$9,229$0$189,859$0$6,423$0
JACLYN CASTMA
VP$155,866$0$6,276$0$1,980$0$10,238$0$24,027$0$198,387$0$6,276$0
MICHELLE STIE-BUCKLES
VP$152,578$0$6,182$0$2,025$0$9,717$0$18,654$0$189,156$0$6,182$0
Chad Spurgeon
Senior Director, Programs$145,740$5,794$2,000$9,116$16,904$179,554$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1AFIRST-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 7PERFORMANCE-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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BPROCESS 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 12CCONFLICT 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 & 15BPROCESS 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 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.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF DOCUMENTS: NMSI MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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