2020-09-30T10:08:40-05:00 2019-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 8350 N Central Expressway M-2200 Dallas TX 75206 TAMMY KNAPP CFO 2143461200 2020-11-16 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 75465920202745000010 2020-09-30 P FB41EA828068FF325885780B549D30EBDB8EE529 EB976710118F518B8933A72D91D1D85239D99EDA 2019 2021-01-29 14:40:06Z DR BERNARD HARRIS JR 8350 N CENTRAL EXPRESSWAY DALLAS TX 75206 69059534 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 10 165 10 0 0 24912466 30101928 10102353 10368940 138006 154992 95818 1587 35248643 40627447 4413415 3084025 0 0 10729019 11928586 0 0 1794844 30964868 30193095 46107302 45205706 -10858659 -4578259 37527930 31997020 3963311 2722290 33564619 29274730 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 34168685 1195828 9838235 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. 2847429 1888197 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. 602335 530705 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. 1263658 1587 the aligned program supports districts allowing them to implement a comprehensive stem pathway in grades k-12, which includes curriculum integration and professional development. 1263658 1587 38882107 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 2394 0 165 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 TAMMY KNAPP 2143461242 8350 N CENTRAL EXPRESSWAY SUITE M- DALLAS TX 75206 X DR BERNARD HARRIS CEO 40.0 0.0 X X 457819 0 44749 STACY MILES COO 40.0 0.0 X 283138 0 55059 TAMMY KNAPP CFO/Secretary/Treasurer 40.0 0.0 X 214133 0 38237 DIANE KEANE VP 40.0 0.0 X 193610 0 24464 JACLYN CASTMA VP 40.0 0.0 X 159929 0 41712 JONATHAN DURFIELD VP 40.0 0.0 X 168226 0 33135 PAUL DUCHENE VP 40.0 0.0 X 164363 0 27351 MICHELLE STIE-BUCKLES VP 40.0 0.0 X 154218 0 34601 DR SHIRLEY MALCOM CHAIRMAN, Start: JAN 2019 2.0 0.0 X X 0 0 0 DR BRUCE ALBERTS DIRECTOR 2.0 0.0 X 0 0 0 MR TOM ARSENEAULT DIRECTOR 2.0 0.0 X 0 0 0 MR KENNETH P COHEN DIRECTOR 2.0 0.0 X 0 0 0 DR NANCY S GRASMICK DIRECTOR 2.0 0.0 X 0 0 0 MR JAMISON MONROE DIRECTOR 2.0 0.0 X 0 0 0 MR RON OTTINGER 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 MR LAWRENCE WARDER DIRECTOR 2.0 0.0 X 0 0 0 Mr Norman Augustine Director, End: July 2019 2.0 0.0 X 0 0 0 1795436 0 299308 27 false true false WEST COAST ANALYTICS LLC 2728 MCKINNON STREET DALLAS TX 75201 RESEARCH 800300 THE GRAIDE NETWORK 641 W LAKE ST SUITE 200 CHICAGO IL 60661 CONSULTING 211168 CREATIVE CIRCLE PO BOX 74008799 CHICAGO IL 606748799 CONSULTING 187145 SOCIETY FOR SCIENCE THE PUBLIC 1719 N ST NW WASHINGTON DC 20036 CONSULTING 127458 AMERICAN INST FOR RESEARCH PO BOX 28126 NEW YORK CITY NY 100878126 RESEARCH 122868 7 21876581 8225347 30101928 College Readiness Program 900099 9838235 9838235 Laying The Foundation Training 900099 530705 530705 10368940 154992 154992 0 0 0 0 0 28432087 28432087 0 0 0 0 0 0 0 0 0 0 Other Income 900099 1587 1587 1587 40627447 10370527 154992 3084025 3084025 0 0 0 1093135 211073 722602 159460 0 8859910 5964449 2037676 857785 403813 262291 103221 38301 828273 542721 220925 64627 743455 487464 183660 72331 0 5093 5093 67500 7000 60500 33500 33500 0 0 2938677 2472018 172848 293811 58342 58342 645266 444321 184036 16909 711573 556820 121102 33651 0 621341 427588 162629 31124 1038953 501643 343151 194159 0 163886 45211 93130 25545 0 0 78518 56031 17733 4754 40014 29020 8607 2387 Teacher & Student Training 16210665 16210665 UTEACH Program Expenses 1165923 1165923 Exam Fees 1371386 1371386 Educator & Student Payments 5042458 5042458 45205706 38882107 4528755 1794844 13615772 11925967 0 0 4052223 5048679 2390956 2506007 0 0 0 0 0 0 0 0 468422 315710 678469 461014 295973 217455 16704584 11983202 0 0 0 0 0 0 0 0 37527930 31997020 1691274 1751270 857043 572861 1109414 136565 0 0 0 0 0 0 0 0 0 0 305580 261594 3963311 2722290 X 14250523 14609592 19314096 14665138 33564619 29274730 37527930 31997020 -4578259 288370 X false true X true true true X 41521637 29860611 26841411 24912466 30101928 153238053 0 0 41521637 29860611 26841411 24912466 30101928 153238053 41954900 111283153 40565 47030 64971 130012 154992 437570 0 2034449 55187 28657 0 0 2118293 155793916 48635778 0.71430 0.70323 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 33500 33500 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 213612 204753 260104 247402 12702 217455 0 Deferred Rent 261594 261594 40915817 288370 288370 40627447 40627447 45205706 45205706 45205706 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 DREXEL UNIVERSITY 3141 CHEStNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 147635 Teacher Pathways FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET MIAMI FL 33199 650177616 115 10000 Teacher Pathways OKLAHOMA STATE UNIVERSITY 400 S MONROE ST STILLWATER OK 74074 736017987 115 128401 Teacher Pathways UNIVERSITY OF WEST VIRGINIA 886 CHESTNUT RIDGE ROAD MORGANTOWN WV 26505 300449363 115 218277 Teacher Pathways GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20052 530196584 115 184194 Teacher Pathways LOUISIANA TECH UNIVERSITY PO BOX 3092 RUSTON LA 71272 726000792 501(C)(3) 205276 Teacher Pathways UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BOULEVARD BOSTON MA 02125 013167352 501(C)(3) 389053 Teacher Pathways UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA STREET RENO NV 89557 886000024 115 271719 Teacher Pathways A COLLEGE READY 1230 1ST AVE N BIRMINGHAM AL 35023 631050676 501(C)(3) 448498 AP Program KENTUCKY SCIENCE AND TECHNOLOGY PO BOX 1049 LEXINGTON KY 40588 611135362 501(C)(3) 127449 AP Program MOREHEAD STATE UNIVERSITY 150 UNIVERSITY BLVD MOREHEAD KY 40351 611014029 115 273641 Teacher Pathways Colorado Education Initiative 1660 Lincoln St Ste 2720 Denver CO 80264 261597530 501(C)(3) 619881 AP program University of Houston 4800 calhound rd houston TX 77004 746001399 115 60000 teacher pathways 13 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 CEO 422686 0 33333 0 1800 0 32913 0 11836 0 502568 0 33333 0 STACY MILES COO 269066 0 12272 0 1800 0 26847 0 28212 0 338197 0 12272 0 DIANE KEANE VP 178210 0 13600 0 1800 0 17143 0 7321 0 218074 0 13600 0 PAUL DUCHENE VP 157883 0 4680 0 1800 0 16464 0 10887 0 191714 0 4680 0 JONATHAN DURFIELD VP 166426 0 0 0 1800 0 5304 0 27831 0 201361 0 0 0 TAMMY KNAPP CFO/Secretary/Treasurer 202857 0 9776 0 1500 0 18158 0 20079 0 252370 0 9776 0 MICHELLE STIE-BUCKLES VP 148213 0 4505 0 1500 0 15815 0 18786 0 188819 0 4505 0 JACLYN CASTMA VP 150579 0 7550 0 1800 0 16251 0 25461 0 201641 0 7550 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 II, COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION: SOME AMOUNTS IN THIS COLUMN ARE DUE TO BONUSES THAT WERE DEFERRED IN TAX YEAR 2019. THE DEFERRED BONUS WILL BE REPORTED IN COLUMN B(II) AND COLUMN F WHEN THEY ARE PAID IN TAX YEAR 2020. 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 typicially 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, LINES 15A & 15B PROCESS FOR DETERMINING EXECUTIVE LEVEL COMPENSATION: NATIONAL MATH AND SCIENCE INITIATIVE HAS A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHICH REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S CEO. THE COMPENSATION COMMITTEE 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 2018, NMSI HIRED A NEW CEO AND THE CEO SALARY WAS DETERMINED BY THE BOARD OF DIRECTORS, AND THE CEO REVIEWED AND APPROVED ALL OTHER EXECUTIVE LEVEL COMPENSATION. DOCUMENTATION OF THESE 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. FORM 990, PART VII, SECTION A, COLUMN (F) ESTIMATED AMOUNTS OF OTHER COMPENSATION FROM THE ORGANIZATION: AMOUNTS IN THE COLUMN ARE DUE TO THE BONUSES THAT WERE DEFERRED IN TAX YEAR 2019. THE DEFERRED BONUSES WILL BE REPORTED IN COLUMN (D) WHEN THEY ARE PAID IN TAX YEAR 2020.