2019-11-14T14:43:46-06:00 2018-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2018-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 8350 N Central Expressway M-2200 Dallas TX 75206 TAMMY KNAPP CFO 2143461200 2019-11-15 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 75465920193185000012 2019-11-14 P 98C67C06075FADA3594A58B7FA41D63CA3097B7E EB976710118F518B8933A72D91D1D85239D99EDA 2018 2020-03-31 21:24:44Z DR BERNARD HARRIS JR 8350 N CENTRAL EXPRESSWAY DALLAS TX 75206 68691755 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. 9 9 144 9 0 3800 26841411 24912466 9223860 10102353 64971 138006 28657 95818 36158899 35248643 4832943 4413415 0 0 9947485 10729019 0 0 1974944 26272776 30964868 41053204 46107302 -4894305 -10858659 48056842 37527930 3918296 3963311 44138546 33564619 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 32989677 1056081 8904814 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. 5709483 3357334 NMSI'S UTEACH EXPANSION 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. 535969 1293357 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. 39235129 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 2348 0 144 true true true false false false false false false false false false false false X 9 9 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 MR NORMAN AUGUSTINE DIRECTOR 2.0 0.0 X 0 0 0 DR SHIRLEY MALCOM DIRECTOR 2.0 0.0 X 0 0 0 LARRY WARDER DIRECTOR 2.0 0.0 X 0 0 0 TOM ARSENEAULT Acting Chair Start: 12/2018 2.0 0.0 X X 0 0 0 DR MARY ANN RANKIN DIRECTOR 2.0 0.0 X 0 0 0 DR BRUCE ALBERTS DIRECTOR 2.0 0.0 X 0 0 0 DR NANCY GRASMICK DIRECTOR 2.0 0.0 X 0 0 0 JIM MONROE DIRECTOR 2.0 0.0 X 0 0 0 SUSAN SCALFANI DIRECTOR 2.0 0.0 X 0 0 0 Kenneth Cohen Chairman End: 12/2018 2.0 0.0 X X 0 0 0 DR BERNARD HARRIS Jr CEO START: 5/18 40.0 0.0 X 269508 0 44581 TAMMY KNAPP CFO 40.0 0.0 X 206560 0 39101 STACY MILES CHCPO 40.0 0.0 X 266086 0 53745 MATTHEW RANDAZZO CEO 40.0 0.0 X 250769 0 24908 RICHARD DOUCETTE CIO 40.0 0.0 X 162360 0 28680 MORTON ORLOV VP 40.0 0.0 X 193042 0 37598 PAUL DUCHENE VP 40.0 0.0 X 167119 0 24859 MELISSA MORITZ VP 40.0 0.0 X 162757 0 23733 RONDA BRANDON VP 40.0 0.0 X 157287 0 36287 JACLYN CASTMA VP 40.0 0.0 X 157150 0 36989 1992638 0 350481 28 false true false WEST COAST ANALYTICS LLC 2728 MCKINNON STREET DALLAS TX 75201 RESEARCH 698600 INTEGRAL ED SERVICES LLC 422 STATE STREET 16 BROOKLYN NY 112171761 CONSULTING 531137 CICERO RESEARCH 35 N RIO GRANDE ST SALT LAKE CITY UT 84101 RESEARCH 160000 THE GRAIDE NETWORK 641 W LAKE ST SUITE 200 CHICAGO IL 60661 CONSULTING 144300 BELLWETHER EDUCATION PARTNERS 517 BOSTON POST RD 171 SUDBURY MA 01776 CONSULTING 124150 7 17306642 7605824 24912466 College Readiness Program 900099 8808996 8808996 Laying The Foundation Training 900099 1293357 1293357 10102353 130012 130012 0 0 0 0 0 33451106 33443112 7994 7994 7994 0 0 0 0 0 0 0 0 0 Other Income 900099 95818 95818 95818 35248643 10198171 138006 4413415 4413415 0 0 0 1746298 536990 968446 240862 0 7229498 4710121 1833377 686000 349620 220586 93774 35260 761542 483892 208699 68951 642061 396831 182487 62743 0 28823 4340 24483 52380 25000 27380 30000 30000 0 0 4105766 2985575 513847 606344 40906 40906 466417 236432 207752 22233 838311 630275 170909 37127 0 582548 357457 184182 40909 881133 414005 335401 131727 0 104006 34574 37298 32134 0 0 86179 52156 26612 7411 37738 22819 11676 3243 Teacher & Student Training 15917610 15917610 UTEACH Program Expenses 1076509 1076509 Exam Fees 1078626 1078626 Educator & Student Payments 5637916 5637916 46107302 39235129 4897229 1974944 18020404 13615772 998864 0 5153701 4052223 4267474 2390956 0 0 0 0 0 0 0 0 183834 468422 678469 382496 382151 295973 19050414 16704584 0 0 0 0 0 0 0 0 48056842 37527930 2121116 1691274 1308712 857043 148954 1109414 0 0 0 0 0 0 0 0 0 0 339514 305580 3918296 3963311 X 13378245 14250523 30760301 19314096 0 0 44138546 33564619 48056842 37527930 -10858659 284732 X false true X true true true X 28789374 41521637 29860611 26841411 24912466 151925499 0 0 28789374 41521637 29860611 26841411 24912466 151925499 43282360 108643139 294 40565 47030 64971 130012 282872 0 164053 2034449 55187 28657 0 2282346 154490717 47361434 0.70323 0.50490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 30000 30000 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 153845 264520 260104 228651 31453 295973 0 Deferred Rent 305580 305580 35533375 284732 284732 35248643 35248643 46107302 46107302 46107302 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. 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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 false false DR BERNARD HARRIS Jr CEO START: 5/18 268383 0 0 0 1125 0 37764 0 6817 0 314089 0 0 TAMMY KNAPP CFO 195060 0 10000 0 1500 0 19726 0 19375 0 245661 0 10000 0 STACY MILES CHCPO 243686 0 20600 0 1800 0 27074 0 26671 0 319831 0 20600 0 MATTHEW RANDAZZO CEO 204794 0 45000 0 975 0 10472 0 14436 0 275677 0 45000 0 RICHARD DOUCETTE CIO 158673 0 2500 0 1187 0 9747 0 18933 0 191040 0 2500 0 MORTON ORLOV VP 189292 0 1950 0 1800 0 11925 0 25673 0 230640 0 1950 0 PAUL DUCHENE VP 152827 0 12492 0 1800 0 14120 0 10739 0 191978 0 12492 0 MELISSA MORITZ VP 147277 0 13680 0 1800 0 17665 0 6068 0 186490 0 13680 0 RONDA BRANDON VP 154167 0 1620 0 1500 0 14670 0 21617 0 193574 0 1620 0 JACLYN CASTMA VP 145600 0 9750 0 1800 0 12933 0 24056 0 194139 0 9750 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 2018. THE DEFERRED BONUS WILL BE REPORTED IN COLUMN B(II) AND COLUMN F WHEN THEY ARE PAID IN TAX YEAR 2019. 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 2018. THE DEFERRED BONUSES WILL BE REPORTED IN COLUMN (D) WHEN THEY ARE PAID IN TAX YEAR 2019.