2019-12-06T10:59:22-06:00 2019-06-30 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2018-07-01 200651886 Math for America % LATOYA SINGLETON MATH 6464370904 915 BROADWAY 16TH FLOOR NEW YORK NY 10010 JOHN EWING PRESIDENT 6464370930 2019-12-06 true scott thompsett P00741490 2125990100 2019-12-06 65.229.27.130 26377520193405000002 2019-12-06 P 979609585EDF7A80B261DC170E7F22891F321D40 979609585EDF7A80B261DC170E7F22891F321D40 2018 2020-04-17 16:48:07Z JOHN EWING 915 BROADWAY 16TH FLOOR NEW YORK NY 10010 26148926 false X WWW.MATHFORAMERICA.ORG X 2004 NY TO BUILD A COMMUNITY OF ACCOMPLISHED MATH/SCIENCE TEACHERS WHO MAKE A LASTING IMPACT IN THEIR SCHOOLS AND PROFESSION BY COLLABORATION AND LEARNING. 19 19 38 0 0 38872 24566074 26050511 0 0 3849 61784 -89247 -90352 24480676 26021943 16009306 16075170 0 0 3611660 3936653 0 0 27602 4739070 4937083 24360036 24948906 120640 1073037 13512505 13836163 5107124 4372660 8405381 9463503 X AT MFA, WE'VE CREATED FELLOWSHIPS FOR ACCOMPLISHED MATHEMATICS AND SCIENCE TEACHERS. OUR MODEL IS BASED ON THE BELIEF THAT COLLABORATION, CONTINUED LEARNING, AND GENUINE RESPECT ENABLES TEACHERS TO GROW PROFESSIONALLY AND PROVIDES LONG-TERM CAREER SATISFACTION. MFA IS A REMARKABLE COMMUNITY OF TEACHERS WHO STAY IN THE PROFESSION LONGER AND DEFINE WHAT EXCELLENCE IN TEACHING MEANS. THESE ARE TEACHERS WHO INSPIRE AND MOTIVATE THEIR COLLEAGUES. THEY CHANGE THE LIVES OF THEIR STUDENTS. false false 19453903 14441000 0 FELLOWSHIP PROGRAMS: MFA IS AN ORGANIZATION COMMITTED TO TEACHERS. OUR GOAL IS TO INSPIRE OUTSTANDING PROFESSIONALS TO STAY IN THE CLASSROOMS AND TO AMPLIFY THEIR IMPACT THROUGHOUT THEIR CAREER. -FELLOWSHIPS: WE OFFER FOUR-YEAR FELLOWSHIPS FOR ACCOMPLISHED NYC PUBLIC SCHOOL MATHEMATICS AND SCIENCE TEACHERS, CREATING OPPORTUNITIES FOR THEIR PROFESSIONAL AND INTELLECTUAL GROWTH. OUR FELLOWSHIPS PROVIDE AN ENORMOUS ARRAY OF PROFESSIONAL LEARNING OPPORTUNITIES - WORKSHOPS, MINI-COURSES, AND SEMINARS - WHILE BRINGING TOGETHER A COMMUNITY OF EXPERT TEACHERS WHO SHARE A PASSION FOR MATHEMATICS OR SCIENCE. -PROFESSIONAL COMMUNITY: WE BELIEVE PARTICIPATION IN A PROFESSIONAL COMMUNITY IS CRITICAL TO SUSTAIN TEACHERS IN THEIR CLASSROOM WORK. THROUGHOUT EACH FELLOWSHIP MFA TEACHERS ENGAGE IN NUMEROUS LEARNING OPPORTUNITIES TOGETHER. THEY MEET REGULARLY BOTH PROFESSIONALLY AND SOCIALLY, ONLINE AND IN PERSON, BUILDING STRONG PROFESSIONAL RELATIONSHIPS THAT THEY OTHERWISE WOULD NOT HAVE. THEY EXPLORE COMMON THEMES TO DEVELOP NEW SKILLS AND STRATEGIES FOR THEIR PRACTICE. -PROFESSIONAL GROWTH: THROUGH OUR FELLOWSHIPS, MFA TEACHERS DEEPEN THEIR OWN CONTENT KNOWLEDGE, REFINE AND EXPAND THEIR SKILLS AS PEDAGOGUES, AND EXAMINE THE BEST WAYS TO TEACH EVERY STUDENT IN THEIR CLASSROOMS. MFA TEACHERS ENGAGE IN A WIDE RANGE OF HIGH QUALITY, STEM-FOCUSED PROFESSIONAL COURSES AND EVENTS - MUCH OF IT DESIGNED BY AND FOR THE TEACHERS THEMSELVES - THROUGHOUT THE SCHOOL YEAR. -PROFESSIONAL RECOGNITION: TEACHERS IN OUR FELLOWSHIPS ARE IMPRESSIVE PROFESSIONALS, AND WE ELEVATE THEIR ACHIEVEMENTS TO BUILD THE RESPECT, TRUST, AND RECOGNITION THEY DESERVE. WE PROVIDE STIPENDS TO TEACHERS, HONOR THEM THROUGH SPECIAL EVENTS, AND OFFER OPPORTUNITIES TO SHARE THEIR VOICES BOTH LOCALLY AND NATIONALLY. IN ALL THESE WAYS, WE CELEBRATE NOT ONLY OUR TEACHERS BUT THE TEACHING PROFESSION. 1101381 1065000 0 EXTENDING OUR MODEL: OUR GOAL IS TO SEE PROGRAMS SIMILAR TO THE MFA FELLOWSHIP MODEL REPLICATED ACROSS THE COUNTRY. WE BELIEVE THE PRINCIPLES THAT UNDERLIE MFA ARE ESSENTIAL TO RETAIN AND ATTRACT THE VERY BEST MATHEMATICS AND SCIENCE TEACHERS. WE ADVOCATE FOR TEACHERS ACROSS NEW YORK CITY AND BEYOND, TO BE RESPECTED AND TRUSTED AS PROFESSIONALS AND TO HAVE ACCESS TO A MEANINGFUL PROFESSIONAL COMMUNITY WHERE THEIR VOICES ARE PROMINENT. WE WANT OUR FELLOWSHIPS TO CHANGE THE WAY WE THINK ABOUT TEACHING IN AMERICA. 994122 0 0 ADVOCACY: OUR FELLOWSHIP PROGRAM IS BASED ON SPECIFIC VALUES, WHICH WE SEE AS THE HEART OF OUR ORGANIZATION AND ADVOCATE TO OTHER STATES AND CITIES. TEACHING IS A TRUE PROFESSION. IT IS OFTEN FORGOTTEN THAT TEACHING IS THE MOST IMPORTANT PROFESSION, THE ONE THAT MAKES ALL OTHER PROFESSIONS POSSIBLE. A LIFE-LONG TEACHING CAREER IS A PRESTIGIOUS ACCOMPLISHMENT. WE HAVE ENORMOUS RESPECT FOR TEACHERS AS EXPERT PROFESSIONALS AND AS MATHEMATICIANS AND SCIENTISTS. WE HONOR THEIR SKILLS, CREATIVITY, AND DRIVE EVERY DAY. GREAT TEACHERS ARE ALWAYS LEARNING. TEACHER QUALITY IS THE FOUNDATION FOR STUDENT SUCCESS. THE BEST TEACHERS STRIVE TO GROW CONTINUALLY IN THREE AREAS: THEIR DEPTH OF CONTENT KNOWLEDGE, THEIR EXPERTISE IN THE CRAFT OF TEACHING, AND THEIR ABILITY TO KNOW AND TEACH TO THE STRENGTHS OF EVERY STUDENT IN THEIR CLASSROOMS. EXCELLENCE COMES OUT OF DEEP COLLABORATION AND ONGOING GROWTH. WHEN EXCELLENT TEACHERS COME TOGETHER WITHIN A COMMUNITY, WITH INTENTION, AND OVER A SUSTAINED PERIOD, THEY LEARN FROM EACH OTHER, INNOVATE INSTRUCTION, AND BRING NEW IDEAS TO THEIR CLASSROOMS. PROFESSIONAL COMMUNITIES THAT ARE BUILT ON TEACHER-TO-TEACHER COLLABORATION LEAD TO NEW IDEAS AND PRACTICES THAT ADVANCE THE PROFESSION OVERALL. ACCOMPLISHED TEACHERS ARE TRUSTED AS PROFESSIONALS THAT THEY ARE. WE NOT ONLY RESPECT TEACHERS, WE TRUST THEM TO CURATE THEIR OWN PROFESSIONAL LEARNING GOALS. OUTSTANDING TEACHERS KNOW THEIR STUDENTS BEST AND KNOW WHAT THEY NEED TO GROW AS PROFESSIONALS. WE EMPOWER THEM TO TAKE ADVANTAGE OF OPPORTUNITIES THAT MAKE THEIR PROFESSIONAL LIVES RICHER AND MORE REWARDING, AND RECOGNIZE THEM AS EXPERTS IN THEIR FIELD. HONORING GREATNESS ELEVATES THE PROFESSION. WHEN WE CELEBRATE, RECOGNIZE, AND ADVOCATE FOR TEACHERS, WE ELEVATE THE PROFESSION, ENCOURAGING THE BEST TEACHERS TO CREATE LIFE-LONG, MEANINGFUL CAREERS IN THE CLASSROOM AND ATTRACTING THE BEST POSSIBLE CANDIDATES TO THE PROFESSION. ABOVE ALL, WE WORK TO CHANGE THE WAY WE TALK ABOUT TEACHERS AND TEACHING. 944880 0 0 RECRUITMENT AND SELECTION 614811 569170 0 Sponsorship and Granting Activities 1559691 569170 0 23109097 true true false false false false false false false false true false false false true true true false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false true 1226 0 true 38 true true true false false false false true true false false false false false false X 19 19 true false false false false false false true true false false true true true true true true true true false NY X LATOYA SINGLETON 6464370930 915 BROADWAY 16TH FLOOR New York NY 10010 James Simons Chairman of the board 1.0 0.0 X X 0 0 0 Peter Borish Treasurer 1.0 0.0 X X 0 0 0 Neil Chriss Director 1.0 0.0 X 0 0 0 Anne Dinning Director 1.0 0.0 X 0 0 0 David Eisenbud Director 1.0 0.0 X 0 0 0 Jeremy Kilpatrick Director (thru 12/2018) 1.0 0.0 X 0 0 0 Maria Klawe Director 1.0 0.0 X 0 0 0 Irwin Kra Director 1.0 0.0 X 0 0 0 James Lewis Director 1.0 0.0 X 0 0 0 Howard L Morgan Secretary 1.0 0.0 X X 0 0 0 Peter Muller Director 1.0 0.0 X 0 0 0 Jeffrey Rosenbluth Director 1.0 0.0 X 0 0 0 Richard J Schaar Director 1.0 0.0 X 0 0 0 Brad Wechsler Director 1.0 0.0 X 0 0 0 Glen Whitney Director 1.0 0.0 X 0 0 0 Elaine Wolfensohn Vice Chair 1.0 0.0 X X 0 0 0 Elizabeth Simons Director 1.0 0.0 X 0 0 0 Robbert Dijkgraaf Director (AS OF 01/2019) 1.0 0.0 X 0 0 0 Patricia Weisenfeld Director (AS OF 01/2019) 1.0 0.0 X 0 0 0 Elizabeth Hammack Director (As of 06/2019) 1.0 0.0 X 0 0 0 John Ewing President 40.0 0.0 X 482707 0 52698 Deborah Hoffman thru 012019 Chief Financial Officer 40.0 0.0 X 196092 0 62694 Latoya Singletonas of 052019 Dir. of Finance & Admin 40.0 0.0 X 0 0 0 Megan Roberts Executive Director 40.0 0.0 X 216994 0 60799 Michael Driskill Chief Operating Officer 40.0 0.0 X 139923 0 53147 Courtney Allison Dep, Exec Director 40.0 0.0 X 158091 0 12784 Leah Hirsch Dir. of Prof. Development 40.0 0.0 X 108115 0 20887 Benjamin Bingman-Tennant Dir. of Admissions & Recruit. 40.0 0.0 X 113040 0 23888 1414962 0 286897 7 false true false MSA Security 9 Murray Street NEW YORK NY 10007 Security 107328 1 1303151 24747360 26050511 0 61784 61784 0 0 0 0 0 0 32200 1303151 126983 -94783 -94783 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 4431 4431 4431 26021943 -28568 1644170 1644170 14431000 14431000 0 0 933916 206964 726952 0 2126439 1908703 217736 156619 130697 25922 482061 372389 109672 237618 168223 69395 0 0 54312 54312 0 0 0 359920 234423 100997 24500 85571 84663 908 361617 254016 104774 2827 64537 59578 4959 0 1972689 1717817 254872 42730 35395 7060 275 0 62901 36488 26413 0 0 818480 716725 101755 36034 29554 6480 EVENT COSTS 580004 580004 CONFERENCE/MATERIALS FUNDING 486108 486108 TESTING/INTERVISITATION FUNDS 12180 12180 24948906 23109097 1812207 27602 508 747 6323255 7935998 690377 230135 9195 15726 0 0 0 0 0 0 0 0 429605 256429 8184988 3201418 5646007 4983570 0 0 0 0 0 0 0 0 413558 413558 13512505 13836163 398983 330590 2327948 1743902 0 0 0 0 0 0 0 0 0 0 0 0 2380193 2298168 5107124 4372660 X 2647577 2778739 5757804 6684764 0 0 8405381 9463503 13512505 13836163 X 1073037 -14915 X false true X true false X 25334501 24625983 12595864 24566074 26050511 113172933 0 0 25334501 24625983 12595864 24566074 26050511 113172933 100308668 12864265 89610 89489 67719 3849 61784 312451 0 33950 32620 25366 38477 36631 167044 113652428 0.11319 0.11373 X Schedule A, Part II, Line 17a 10% FACTS AND CIRCUMSTANCES TEST THE MISSION OF MATH FOR AMERICA IS TO BUILD A COMMUNITY OF ACCOMPLISHED MATHEMATICS AND SCIENCE TEACHERS WHO MAKE A LASTING IMPACT IN THEIR SCHOOLS, THEIR COMMUNITIES, AND THE PROFESSION AT LARGE THROUGH COLLABORATION AND CONTINUED LEARNING. ITS GOAL IS TO INCREASE THE NUMBER OF MATHEMATICALLY TALENTED INDIVIDUALS ENTERING TEACHING AND TO SUPPORT THOSE OUTSTANDING MATHEMATICS TEACHERS ALREADY IN THE CLASSROOM. MATHEMATICS AND SCIENCE PLAY AN INCREASINGLY IMPORTANT ROLE IN EDUCATION. EXTENSIVE RESEARCH HAS SHOWN THAT TEACHERS ARE THE MOST IMPORTANT FACTOR IN STUDENT SUCCESS. WE NEED TO ENSURE THAT MATH AND SCIENCE TEACHING IS AN ATTRACTIVE CAREER IN ORDER TO KEEP OUR BEST TEACHERS TEACHING AND TO BRING IN A NEW GENERATION OF TALENTED TEACHERS. OUR STUDENTS AND ULTIMATELY OUR COUNTRY DEPEND ON THIS RESOURCE. MATH FOR AMERICA'S VISION IS TO DRAMATICALLY CHANGE MATHEMATICS AND SCIENCE EDUCATION OVER THE NEXT DECADE THROUGHOUT AMERICA IN ORDER TO KEEP OUR COUNTRY COMPETITIVE. MFA RELIES UPON THE GENEROSITY OF PUBLIC DONORS TO CONTINUE ITS IMPORTANT WORK. HISTORICALLY, THE ORGANIZATION HAS RECEIVED LARGE DONATIONS FROM A SINGLE BENEFACTOR, BUT THE ORGANIZATION'S GOAL IS TO DIMINISH ITS RELIANCE UPON THIS MODEL AND EXPAND ITS FUNDRAISING REACH INTO THE PUBLIC SECTOR. MATH FOR AMERICA UNDERSTANDS THE NEED TO MEET THE PUBLIC SUPPORT TEST. TO THAT END, IT IS CONTINUALLY ATTEMPTING TO GENERATE NEW SOURCES OF FUNDRAISING, BOTH THROUGH BROAD DONOR APPEALS, TARGETED SOLICITATIONS, AND SPECIAL EVENTS. INTERNAL REVENUE CODE REGULATION 1.170A-9T LISTS SEVERAL CRITERIA WHICH INDICATE FACTS AND CIRCUMSTANCES SUPPORTING AN ORGANIZATION'S CONTINUED PUBLIC CHARITY STATUS DESPITE NOT MEETING THE 33 1/3 SUPPORT TEST. THOSE CRITERIA ARE AS FOLLOWS: 1. ATTRACTION OF PUBLIC SUPPORT - IN THE PAST FEW YEARS, MATH FOR AMERICA HAS SOUGHT TO EXPAND ITS FUNDRAISING CAPABILITIES IN ORDER TO GENERATE GREATER PUBLIC SUPPORT. THESE ACTIVITIES TARGET PROSPECTIVE DONORS WHO SUPPORT THE MISSION AND PROGRAMS OF THE ORGANIZATION. MATH FOR AMERICA'S EFFORTS TO EXPAND ITS DONOR BASE HAVE ACHIEVED SOME SUCCESS IN SPREADING THE ORGANIZATION'S MISSION AND REACH; HOWEVER, THE ORGANIZATION'S PUBLIC SUPPORT TEST CONTINUES TO HOVER AROUND 10% DESPITE ITS BEST EFFORTS TO SECURE ADDITIONAL FUNDING SOURCES. 2. PERCENTAGE OF FINANCIAL SUPPORT - MATH FOR AMERICA'S PUBLIC SUPPORT PERCENTAGE CONTINUES TO EXCEED 10%. THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10 PERCENT REQUIREMENT OF PARAGRAPH (F)(3)(I) OF 1.170A-9T, THE LESSER WILL BE THE BURDEN OF ESTABLISHING THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION THROUGH OTHER FACTORS DESCRIBED IN PARAGRAPH (F)(3), WHILE THE LOWER THE PERCENTAGE, THE GREATER WILL BE THE BURDEN. MATH FOR AMERICA'S SUPPORT PERCENTAGE IS LOW BECAUSE IT RECEIVES A HIGH PERCENTAGE OF ITS TOTAL SUPPORT FROM A SMALL CLASS OF DONORS. THE ORGANIZATION IS ATTEMPTING TO CHANGE THIS AND IT RECOGNIZES THAT IT MAY HAVE TO CONSIDER CLASSIFYING ITSELF AS A PRIVATE FOUNDATION IN THE COMING YEARS. 3. SOURCES OF SUPPORT - MATH FOR AMERICA'S PRIMARY SOURCES OF CONTRIBUTION REVENUE MUST EVOLVE. IN RECENT YEARS, MATH FOR AMERICA HAS COMMENCED RUNNING VARIOUS SPECIAL EVENT ACTIVITIES GEARED TOWARD RAISING FUNDS FROM A DIVERSE DONOR BASE. THE ORGANIZATION HAS ALSO CONSIDERED PARTNERING WITH OTHER NON-PROFITS WITH A SIMILAR EDUCATIONAL FOCUS TO INCREASE ITS BROAD PUBLIC SUPPORT. 4. REPRESENTATIVE GOVERNING BODY - MATH FOR AMERICA HAS A GOVERNING BODY THAT IS BROADLY REPRESENTED BY MEMBERS OF THE COMMUNITY. EACH OF THESE FACTORS ARE SIGNIFICANT POSITIVE EVIDENCE OF MATH FOR AMERICA'S PUBLICLY SUPPORTED NATURE. MATH FOR AMERICA IS CURRENTLY SEEKING TO INCREASE THE AMOUNT OF DONATIONS IT RECEIVES FROM THE PUBLIC; IF IT IS UNABLE TO GENERATE ADDITIONAL SOURCES OF PUBLIC SUPPORT, THE ORGANIZATION MAY OPT TO CHANGE ITS IRS STATUS TO THAT OF A PRIVATE FOUNDATION OR PERHAPS TO A SUPPORTING ORGANIZATION OF ANOTHER SECTION 501(C)(3) CHARITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6776815 2531388 4245427 771981 376196 395785 636192 293834 342358 4983570 0 DEFERRED RENT LIABILITY 2298168 2298168 X 26080585 58642 58642 26021943 26021943 25022463 58642 14915 73557 24948906 24948906 INCOME TAXES SCHEDULE D, PART X, LINE 2 MFA FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MFA IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. MFA HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. MFA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. Reconciliation of Expenses SCHEDULE D, PART XII LINE 2D: GRANT RECOVERIES/CHANGE IN PLEDGE DISCOUNTS $14,915 MFA Poker 2019 1335351 1303151 32200 126983 0 1335351 1303151 32200 126983 126983 -94783 true Math for America Los Angeles 1150 S Olive St 2100 LA CA 90015 951642394 501(c)(3) 1016000 Math for America Utah 201 Presidents Cir Salt Lake City UT 84112 876000525 501(c)(3) 40000 American Institute of Mathematics 600 East Brokaw Road San Jose CA 95112 943205114 501(c)(3) 24000 Amplyus 1770 Mass Ave Ste 167 Cambridge MA 02140 463133085 501(c)(3) 20000 IASPark City Mathematics Institute 24 S 600 E 4 Salt Lake City UT 84102 210634988 501(c)(3) 106050 Mathematical Sciences Research Institute 17 Gauss Way Berkley CA 942705070 942650833 501(c)(3) 40000 Montclair State University 1 Normal Ave Montclair NJ 07034 222912682 501(c)(3) 264000 National Museum of Mathematics 134 West 26 ST Ste 4S New York NY 10001 271450809 501(c)(3) 31000 Society for Industrial &Applied Mathematics 3600 Market St 6th Philadelphia PA 19104 231496016 501(c)(3) 32800 The Queens College Foundation 65-30 Kissena Boulevard Flushing NY 11367 116080521 501(c)(3) 22700 10 Fellowship Program 18 258750 Master Teacher Fellowship Program 836 12416250 Early Career Fellowship Program 144 1716000 Muller Professional Influence in Education 2 40000 GRANTS AND OTHER ASSISTANCE IN THE UNITED STATES FORM 990, SCHEDULE I, PART I, LINE 1 MATH FOR AMERICA PROVIDES GRANTS TO SECTION 501(C)(3) ORGANIZATIONS AND OFFERS SCHOLARSHIPS TO INDIVIDUALS. WITH REGARD TO GRANTS IT ISSUES, MATH FOR AMERICA ENTERS INTO A MEMORANDUM OF UNDERSTANDING OR WRITTEN AGREEMENT WITH THE GRANTEE THAT DETAILS THE PROGRAM BEING FUNDED AND THE INTENDED USE OF THE MONEYS GRANTED. AFTER THE GRANT IS ISSUED, MATH FOR AMERICA REQUIRES PERIODIC REPORTS ABOUT THE SUPPORTED PROGRAMS UPDATING US AS TO THE PROGRESS OF EACH PROGRAM. MATH FOR AMERICA ALSO MAKES SUBSTANTIAL FELLOWSHIP GRANTS DURING THE YEAR. MONITORING OF THESE FUNDS IS NOT REQUIRED AS THE FELLOWSHIP IS ONLY GRANTED TO THOSE INDIVIDUALS WHO PARTICIPATE IN THE MFA FELLOWSHIP PROGRAM. X X false false false false false false false false false John Ewing President 467070 0 0 0 15637 0 21891 0 30807 0 535405 0 0 0 Deborah Hoffman thru 012019 Chief Financial Officer 196092 0 0 0 0 0 16560 0 46134 0 258786 0 0 0 Megan Roberts Executive Director 216994 0 0 0 0 0 17720 0 43079 0 277793 0 0 0 Michael Driskill Chief Operating Officer 139923 0 0 0 0 0 11600 0 41547 0 193070 0 0 0 Courtney Allison Dep, Exec Director 158091 0 0 0 0 0 10133 0 2651 0 170875 0 0 0 FORM 990, PART III, LINE 4D RECRUITMENT AND SELECTION: MATH FOR AMERICA RECRUITS TALENTED INDIVIDUALS TO APPLY FOR THE FELLOWSHIP PROGRAMS. THE RECRUITMENT AND SELECTION PROCESS CONSISTS OF ATTENDING CAMPUS RECRUITMENT EVENTS, ADVERTISING, PROCESSING APPLICATIONS AND CONDUCTING INTERVIEW SESSIONS. FORM 990, PART VI, SECTION A, LINE 2 BOARD OF TRUSTEES MEMBERS JAMES SIMONS AND ELIZABETH SIMONS HAVE A FAMILY RELATIONSHIP. Board of Trustees members Howard Morgan and Elizabeth Hammack have a family relationship. FORM 990, PART VI, SECTION B, LINE 11 MATH FOR AMERICA'S FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT AT A BOARD MEETING. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 In recognition of the increased disclosure requirements of the new Form 990, Math For America instituted a conflict of interest policy organization-wide that was communicated to all employees. Math for America requested that all employees (especially officers, directors and trustees) comply with the requirements of the conflict of interest policy and disclose immediately any potential conflicts. Additionally, Math for America distributed an annual questionnaire to be completed by all of its officers, directors and key employees. This questionnaire is completed on an annual basis. The questionnaire requires the respondent to disclose any family and/or business relationships with other Math for America personnel. The Organization monitors compliance with the distributed questionnaire and follows-up on any potential conflicts. Math for America has received responses from all individuals listed on Part VII of this Form 990 and determined that there were only two business relationships to be disclosed on the Form 990. (Please see response to Part VI, Line 2). FORM 990, PART VI, SECTION B, LINE 15 Math for America undertakes a thorough process to ensure that the executive compensation it pays to its top management official and all of the officers and key employees of the organization is reasonable given the market in which it operates. the Board of Directors has established a Finance Committee (a sub-set of the Executive Committee) of independent persons that have no personal interest in the proposed compensation agreement. The terms of the compensation package to the President are memorialized in a written employment contract that is in force for a term of three years. Math For America last conducted a comprehensive independent compensation study in December of 2018. FORM 990, PART VI, SECTION C, LINE 19 THE TAXPAYER MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9 Other Changes in Net Assets or Fund Balances GRANT RECOVERIES/CHANGE IN PLEDGE DISCOUNTS ($14,915)