2021-09-14T18:01:52-05:00 2020-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2020-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 8350 N Central Expressway M-2200 Dallas TX 75206 TAMMY KNAPP CFO 2143461200 2020-11-15 true TAMMY KNAPP 999009999 Jeanette Verrelli P00742631 9727028262 3 2020 2022-09-23 18:48:47Z DR BERNARD HARRIS JR 8350 N CENTRAL EXPRESSWAY DALLAS TX 75206 51944170 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. 11 10 525 10 0 0 30101928 27120361 10368940 5505631 154992 63976 1587 224896 40627447 32914864 3084025 1850914 0 0 11928586 14723053 0 0 1856472 30193095 20078280 45205706 36652247 -4578259 -3737383 31997020 29245340 2722290 3645028 29274730 25600312 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 26704045 380596 5265884 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. 2137496 1470318 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. 458216 239747 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. 759068 224896 THE ALIGNED PROGRAM SUPPORTS DISTRICTS ALLOWING them to implement a comprehensive stem pathway in grades K-12, which includes curriculum integration and professional development. 759068 224896 30058825 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 2516 0 525 true false false false false false false false false false false false false X 11 10 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 471151 0 18399 STACY MILES COO 40.0 0.0 X 291579 0 42088 TAMMY KNAPP CFO/SECRETARY/TREASURER 40.0 0.0 X 241427 0 28549 DIANE KEANE VP 40.0 0.0 X 194776 0 10829 SHAILESH GATTEWAR VP 40.0 0.0 X 189956 0 13959 JACLYN CASTMA VP 40.0 0.0 X 164122 0 34265 PAUL DUCHENE VP 40.0 0.0 X 172459 0 17400 MICHELLE STIE-BUCKLES VP 40.0 0.0 X 160785 0 28371 Chad Spurgeon Senior Director, Programs 40.0 0.0 X 153534 0 26020 LAURE O'NEAL CDO 40.0 0.0 X 138822 0 8134 Dr Shirley Malcom Chairman 2.0 0.0 X X 0 0 0 Dr Bruce Alberts Director 2.0 0.0 X 0 0 0 David Chavez DIRECTOR 2.0 0.0 X 0 0 0 Ken Cohen Director 2.0 0.0 X 0 0 0 Dr Nancy S Grasmick 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 Dr Mary Ann Rankin DIRECTOR 2.0 0.0 X 0 0 0 Susan Scalfani DIRECTOR 2.0 0.0 X 0 0 0 Lawrence Warder DIRECTOR 2.0 0.0 X 0 0 0 2178611 0 228014 35 false true false CREATIVE CIRCLE PO BOX 74008799 CHICAGO IL 606748799 CONSULTING 114528 CENTRE TECHNOLOGIES PO BOX 679069 HOUSTON TX 752679069 CONSULTING 1140268 WEST COAST ANALyTICS 2728 MCKINNON STREET DALLAS TX 75201 RESEARCH 656600 MCGUIREWOODS LLP 800 E CANAL STREET RICHMOND VA 232193916 CONSULTING 373164 SOCIETY FOR SCIENCE AND THE PUBLIC 1719 N ST NW WASHINGTON DC 20036 CONSULTING 158235 7 17123126 9997235 27120361 College Readiness Program 900099 5265884 5265884 Laying The Foundation Training 900099 239747 239747 5505631 63737 63737 0 0 0 0 0 19029545 19029306 239 239 239 0 0 0 0 0 0 0 0 0 Other Income 900099 224896 224896 224896 32914864 5730527 63976 1850914 1850914 0 0 0 1419702 419865 811088 188749 0 10712644 7285610 2376020 1051014 424023 283369 101878 38776 817762 519577 229582 68603 1348922 1044036 210095 94791 0 44813 2788 42025 85323 57167 25083 3073 58085 58085 0 0 3594594 3011021 303446 280127 92668 92668 662313 483866 154333 24114 643444 536729 78352 28363 0 553817 366085 156877 30855 177275 74287 68365 34623 0 18358 8959 2450 6949 0 0 61677 44343 13452 3882 44912 29208 13151 2553 Teacher & Student Training 3322517 3322517 TEACHER PATHWAYS 629243 629243 Exam Fees 4160312 4160312 Educator & Student Payments 5926446 5926446 2483 2483 36652247 30058825 4736950 1856472 11925967 8473819 0 0 5048679 5178303 2506007 4002047 0 0 0 0 0 0 0 0 315710 283076 678469 522692 217455 155777 11983202 11152318 0 0 0 0 0 0 0 0 31997020 29245340 1751270 2287492 572861 278785 136565 525979 0 0 0 0 0 0 0 0 0 0 261594 552772 2722290 3645028 X 14609592 12358806 14665138 13241506 29274730 25600312 31997020 29245340 -3737383 62965 X false true X true true true X 29860611 26841411 24912466 30101928 27120361 138836777 0 0 29860611 26841411 24912466 30101928 27120361 138836777 27768975 111067802 47030 64971 130012 154992 63737 460742 0 55187 28657 0 0 0 83844 139381363 44846710 0.79686 0.71430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 58085 58085 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 EDCUATION. THE AMOUNT REPORTED ON PART II-B, LINE 1I IS THE LOBBYING PORTION OF THE CONSULTING FEES. 418365 268339 150026 260104 254353 5751 155777 0 Deferred Rent 207462 GRANT REFUND LIABILITY 345310 552772 32977829 62965 62965 32914864 32914864 36652247 36652247 36652247 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 GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20052 530196584 115 213417 TEACHER PATHWAYS LOUISIANA TECH UNIVERSITY PO BOX 3092 RUSTON LA 71272 726000792 501C3 159414 TEACHER PATHWAYS UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BOULEVARD BOSTON MA 19104 013167352 501C3 368905 TEACHER PATHWAYS UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA STREET RENO NV 89557 886000024 115 21492 TEACHER PATHWAYS UNIVERSITY OF WEST VIRGINIA 886 CHESNUT RIDGE ROAD STILLWATER OK 74074 300449363 115 85686 TEACHER PATHWAYS MOREHEAD STATE UNIVERSITY 150 UNIVERISTY BLVD MOREHEAD KY 40351 611014029 115 173486 TEACHER PATHWAYS UNIVERSITY OF HOUSTON PO BOX 988 HOUSTON TX 770010988 746001399 115 30000 TEACHER PATHWAYS TOUGALOO COLLEGE 500 WEST COUNTY LINE ROAD TOUGALOO MS 39174 640303093 501C3 45606 TEACHER PATHWAYS JACKSON STATE UNIVERSITY 1400 J R LYNCH ST JACKSON MS 392170002 646000507 501C3 41501 TEACHER PATHWAYS CLAFLIN UNIVERSITY 300 MAGNOLIA STREET ORANGEBURG SC 291150000 570314374 501C3 41070 TEACHER PATHWAYS SPELMAN COLLEGE 350 SPELMAN LANE SW ATLANTA GA 30314 580566243 501C3 47719 TEACHER PATHWAYS NORFOLK STATE UNIVERSITY 700 PARK AVE STE 410 NORFOLK VA 235048050 237235954 501C3 40000 TEACHER PATHWAYS CLARK ATLANTA 223 JAMES P BRAWLEY DR SW ATLANTA GA 303144358 581825259 501C3 45966 TEACHER PATHWAYS PRAIRIE VIEW A&M UNIVERSITY 6436 FANNIN ST ROOM 112 HOUSTON TX 77030 383798900 501C3 46000 TEACHER PATHWAYS TALLADEGA COLLEGE 627 BATTLE ST W TALLADEGA AL 35160 630288870 501C3 33516 TEACHER PATHWAYS NORTH CAROLINA A&T STATE UNIVERSITY 1601 E MARKET STREET GREENSBORO NC 27411 237055330 501C3 38729 TEACHER PATHWAYS MORGAN STATE UNIVERSITY 1700 EAST COLD SPRING LANE TRUTH HA BALTIMORE MD 21251 237089143 501C3 37812 TEACHER PATHWAYS KENTUCKY SCIENCE CORPORATION PO BOX 1049 LEXINGTON KY 405881049 611135362 501C3 248690 COLLEGE READINESS PROGRAM A COLLEGE READY 1230 1ST AVE N BIRMINGHAM AL 35023 631050676 501C3 118342 COLLEGE READINESS PROGRAM COLORADO EDUCATION INITIATIVE 1660 LINCOLN ST STE 2720 DENVER CO 80264 261597530 501C3 13564 COLLEGE READINESS PROGRAM 20 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 false false false false false false false true false DR BERNARD HARRIS JR CEO 441541 0 25500 0 4110 0 7844 0 10555 0 489550 0 25500 0 TAMMY KNAPP CFO/SECRETARY/TREASURER 229266 0 8126 0 4035 0 10538 0 18011 0 269976 0 8126 0 STACY MILES COO 278470 0 10784 0 2325 0 16453 0 25635 0 333667 0 10784 0 SHAILESH GATTEWAR VP 188221 0 0 0 1735 0 1537 0 12422 0 203915 0 0 0 DIANE KEANE VP 184524 0 7132 0 3120 0 9887 0 942 0 205605 0 7132 0 PAUL DUCHENE VP 164056 0 6423 0 1980 0 8171 0 9229 0 189859 0 6423 0 JACLYN CASTMA VP 155866 0 6276 0 1980 0 10238 0 24027 0 198387 0 6276 0 MICHELLE STIE-BUCKLES VP 152578 0 6182 0 2025 0 9717 0 18654 0 189156 0 6182 0 Chad Spurgeon Senior Director, Programs 145740 5794 2000 9116 16904 179554 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. 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 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 19 AVAILABILITY OF DOCUMENTS: NMSI MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.