2017-08-25T08:34:50-05:00 2016-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2016-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 8350 N Central Expressway M-2200 Dallas TX 75206 TAMMY KNAPP CFO 2143461200 2017-08-15 true Jeanette Verrelli P00742631 9727028262 64.22.227.161 75465920172375000000 2017-08-25 P 1A2413E04CDF926160306216DBAC6B7CCB48C9D2 ACBA2431EF37DEF71821A9057AFD5F2E9C389335 2016 2021-01-29 14:40:06Z MATTHEW RANDAZZO 8350 N CENTRAL EXPRESSWAY DALLAS TX 75206 53947452 false X WWW.NMS.ORG X 2006 TX THE MISSION OF NMSI IS TO SIGNIFICANTLY IMPROVE STUDENT OPPORTUNITIES AND ACHIEVEMENT BY ADVANCING STEM TEACHING AND LEARNING. 10 10 101 10 0 41521636 29860611 9519595 9323624 39139 40607 2034449 55187 53114819 39280029 7473581 6134764 0 0 7763719 8627250 0 0 2117517 19817380 21729352 35054680 36491366 18060139 2788663 49727731 51694065 3640222 2802540 46087509 48891525 THE MISSION OF National Math & Science Initiative Inc (NMSI) IS TO SIGNIFICANTLY IMPROVE STUDENT OPPORTUNITIES AND ACHIEVEMENT BY ADVANCING STEM TEACHING AND LEARNING. false false 23661084 2478005 6206085 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. 6145082 3656759 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. 1363970 3117539 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. 31170136 true true false false 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 1308 0 true 101 true false false false false false false false false false false X 10 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 KENNETH COHEN CHAIRMAN 2.0 0.0 X X 0 0 0 DR BRUCE ALBERTS DIRECTOR 2.0 0.0 X 0 0 0 TOM ARSENEAULT DIRECTOR 2.0 0.0 X 0 0 0 NORMAN AUGUSTINE DIRECTOR 2.0 0.0 X 0 0 0 DR NANCY GRASMICK DIRECTOR 2.0 0.0 X 0 0 0 DR BERNARD HARRIS DIRECTOR 2.0 0.0 X 0 0 0 DR SHIRLEY MALCOlM DIRECTOR 2.0 0.0 X 0 0 0 DR MARY ANN RANKIN DIRECTOR 2.0 0.0 X 0 0 0 DR ROY VAGELOS DIRECTOR 2.0 0.0 X 0 0 0 LAWRENCE WARDER DIRECTOR 2.0 0.0 X 0 0 0 GREG FLEISHER PRESIDENT 40.0 0.0 X 321412 0 50670 MATTHEW RANDAZZO CEO 40.0 0.0 X 363229 0 91878 TAMMY KNAPP CFO/SECRETARY/TREASURER 40.0 0.0 X 189799 0 35141 TRACY EPP EVP/COO START: 7/28/16 40.0 0.0 X 96606 0 27485 STACY MILES CHCPO START: 9/29/16 40.0 0.0 X 51634 0 12717 RICK DOUCETTE CIO 40.0 0.0 X 187083 0 42610 BETH SNYDER CGO TERM: 10/7/16 40.0 0.0 X 155803 0 10943 CANDICE SANTOMAURO VP 40.0 0.0 X 171349 0 24657 RONDA BRANDON VP 40.0 0.0 X 159005 0 22647 MORT ORLOV VP 40.0 0.0 X 193332 0 29668 MARCUS LINGENFELTER VP 40.0 0.0 X 161694 0 51621 2050946 0 400037 20 false true false AMERICAN INSTITUTES OF RESEARCH 1000 THOMAS JEFFERSON WASHINGTON DC 20007 RESEARCH 289585 WEST COAST ANALYTICS LLA 2728 MCKINNON STREET DALLAS TX 75201 RESEARCH 2165250 EDUCATION FIRST CONSULTING PO BOX 22871 SEATTLE WA 981220871 CONSULTING 197546 PROJECT MGMT OPTIMIZATION 3824 CEDAR SPRINGS 623 DALLAS TX 75219 CONSULTING 153125 GUBERA PUBLIC AFFAIRS 433 PENNRIDGE DR INDIANAPOLIS IN 46240 CONSULTING 111208 7 8335903 21524708 1487 29860611 COLLEGE READINESS PROGRAM 900099 6206085 6206085 LAYING THE FOUNDATION TRAINING 900099 3117539 3117539 9323624 47030 47030 0 0 0 0 0 14661000 14641268 26155 19732 -26155 -6423 -6423 0 0 0 0 0 0 0 0 0 Other Income 900099 55187 55187 55187 39280029 9323624 95794 X 6134764 6134764 0 0 0 1470264 890530 343832 235902 0 5783201 3492586 1347146 943469 250885 160314 53196 37375 665390 407950 176857 80583 457510 294246 101034 62230 0 48533 13578 34955 0 0 0 0 4743914 3744525 655152 344237 8394 8394 463131 242208 152593 68330 326795 253241 47711 25843 0 645041 466028 120704 58309 659264 344357 91132 223775 0 86229 6734 50921 28574 0 0 54888 37796 11837 5255 37005 25121 8249 3635 Teacher and Student Training 8906684 8906684 Uteach Program Expense 1316667 1316667 Exam Fees 685269 685269 Educator and Student Payments 3747538 3747538 36491366 31170136 3203713 2117517 35576162 19841319 4968279 4988154 4900765 3160810 3664753 3747154 0 0 0 0 0 0 0 0 477658 318241 678469 210133 140114 468336 0 19170051 0 0 0 0 0 0 0 0 49727731 51694065 1233195 1217705 1857937 1221441 269245 0 0 0 0 0 0 0 0 0 0 0 279845 363394 3640222 2802540 X 12484896 12801229 33602613 36090296 0 0 46087509 48891525 49727731 51694065 2788663 15353 X false true X true true true X 28501033 48384204 28789374 41521637 29860611 177056859 0 0 28501033 48384204 28789374 41521637 29860611 177056859 85282192 91774667 91176 2606 294 40565 47030 181671 0 164053 2034449 55187 2253689 179492219 41569439 0.51130 0.44811 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 418365 34079 384286 260104 176054 84050 468336 0 Deferred Rent 363394 363394 X 39321537 15353 15353 39306184 -26155 -26155 39280029 36517521 26155 26155 36491366 36491366 Schedule D, Part X, Line 2 Liability for Uncertain tax positions: NMSI is exempt from federal income tax under Internal Revenue Code Section 501(a) as an organization described in Section 501(c)(3), except to the extent it has unrelated business income. Accordingly, no provision for income tax has been provided in the accompanying financial statements. Taxing authorities may review NMSIs prior years Form 990 for the years 2013, 2014 and 2015. Schedule D, Part XI, Line 4b RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Loss on disposal of assets $(26,155) Schedule D, Part XII, Line 2d RECONCILIATION OF EXPENSE PER AUDITED FINANCIAL STATEMENTS WITH RETURN: Loss on disposal of assets $26,155 true UNIVERSITY OF NOTRE DAME 940 GRACE HALL NOTRE DAME IN 46556 350815188 501(C)(3) 963202 AP Program UNIVERSITY OF AR - FAYETTEVILLE Room 324 Grad ED bldg Fayetteville AR 72701 470872543 115 160000 UTEACH Program UNIVERSITY OF CENTRAL ARKANSAS MASHBURN HALL STE 100 CONWAY AR 72038 716001828 115 150500 Uteach program UNIVERSITY OF ALABAMA - BIRMINGHAM 1720 2ND AVE S BIRMINGHAM AL 35294 636005396 115 414478 Uteach program UNIVERSITY OF MARYLAND 1000 Hilltop Circle COLLEGE PARK MD 20742 526002033 115 379196 uteach program DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 274150 uteach program FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET MIAMI FL 33199 650177616 115 373592 uteach program OKLAHOMA STATE UNIVERSITY 400 S MONROE ST STILLWATER OK 74074 736017987 115 272162 uteach program UNIVERSITY OF WEST VIRGINIA 886 CHESTNUT RIDGE ROAD MORGANTOWN WV 26506 300449363 115 310955 uteach program GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20052 530196584 115 140249 uteach program LOUISIANA TECH UNIVERSITY P O BOX 3092 RUSTON LA 71272 726000792 501(c)(3) 301279 uteach program TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 21252 526002033 115 178843 uteach program UNIVERSITY OF MASS BOSTON 100 MORRISSEY BOULEVARD BOSTON MA 02125 043167352 501(C)(3) 305743 uteach program UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA STREET RENO NV 89557 886000024 115 220734 uteach program A College Ready 1230 1st Ave N Birmingham AL 35023 631050676 501(c)(3) 315097 Ap program Colorado Education Initiative 1660 Lincoln St Ste 2720 Denver CO 80264 261597530 501(C)(3) 1139956 AP program Kentucky Science and Technology PO Box 1049 Lexington KY 40588 611135362 501(c)(3) 59750 ap program Morehead State University 150 University Blvd Morehead KY 40351 611014029 115 174878 uteach program 18 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 X false false false true false true false false false GREG FLEISHER PRESIDENT 319912 0 0 0 1500 0 32900 0 17770 0 372082 0 0 0 MATTHEW RANDAZZO CEO 362854 0 0 0 375 0 74100 0 17778 0 455107 0 0 0 RICK DOUCETTE CIO 185583 0 0 0 1500 0 25165 0 17445 0 229693 0 0 0 TAMMY KNAPP CFO/SECRETARY/TREASURER 188299 0 0 0 1500 0 22372 0 12769 0 224940 0 0 0 BETH SNYDER CGO TERM: 10/7/16 154615 0 0 0 1188 0 5660 0 5283 0 166746 0 0 0 CANDICE SANTOMAURO VP 169849 0 0 0 1500 0 10630 0 14027 0 196006 0 0 0 RONDA BRANDON VP 157505 0 0 0 1500 0 9847 0 12800 0 181652 0 0 0 MORT ORLOV VP 191532 0 0 0 1800 0 11853 0 17815 0 223000 0 0 0 MARCUS LINGENFELTER VP 158694 0 1500 0 1500 0 33806 0 17815 0 213315 0 0 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 2016. THE DEFERRED BONUSES WILL BE REPORTED IN COLUMN B(II) AND COLUMN F WHEN THEY ARE PAID IN TAX YEAR 2017. SCHEDULE J, PART I, LINE 5A COMPENSATION CONTINGENT ON REVENUE: THE PRESIDENT, CEO, AND MEMBERS OF THE ADVANCEMENT TEAM HAD BONUS OPPORTUNITIES BASED ON THEIR INDIVIDUAL GOALS, WHICH INCLUDED A FUNDRAISING REVENUE GOAL. SCHEDULE J, PART I, LINE 6A COMPENSATION CONTINGENT ON NET EARNINGS: THE EXECUTIVE TEAM HAD A SHARED 2016 GOAL OF HAVING AN OPERATING SURPLUS EQUAL TO AT LEAST 1% OF REVENUES AND THERE WAS A SMALL BONUS AMOUNT TIED TO THAT GOAL. THE PURPOSE OF THE GOAL WAS TO HAVE THE TEAM JOINTLY RESPONSIBLE FOR MANAGING EXPENSES. 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: NATIONAL MATH AND SCIENCE INITIATIVE recently implemented A CONFLICT OF INTEREST POLICY WHICH WILL BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND REQUIREs ALL OFFICERS, DIRECTORS, AND KEY 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 COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHICH REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS. 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 OFFICERS. THE ORGANIZATION RETAINS THE COMPARABILITY DATA, ALONG WITH DOCUMENTATION OF THE COMPENSATION COMMITTEE'S REVIEW AND DECISIONS. DURING 2016, THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED AND APPROVED ALL 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 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII, Section A, Column (f) ESTIMATED AMOUNTS OF OTHER COMPENSATION FROM THE ORGANIZATION: SOME AMOUNTS IN THIS COLUMN ARE DUE TO THE BONUSES THAT WERE DEFERRED IN TAX YEAR 2016. THE DEFERRED BONUSES WILL BE REPORTED IN COLUMN (D) WHEN THEY ARE PAID IN TAX YEAR 2017. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:78970 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:4253317 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY LABOR TOTAL FEES:344705 FORM 990 PART IX LINE 11G DESCRIPTION:PRESENTER SERVICES TOTAL FEES:37912 FORM 990 PART IX LINE 11G DESCRIPTION:RECRUITING FEES TOTAL FEES:29010