NATIONAL MATH AND SCIENCE INITIATIVE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL MATH AND SCIENCE INITIATIVE INC (EIN 11-3769438)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201623099349301207
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T11:17:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113769438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Math & Science Initiative Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMMY KNAPP | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2143461242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expressway M-2200 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY KNAPP | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2143461200 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW RANDAZZO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N CENTRAL EXPRESSWAY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,119,848 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF NATIONAL MATH & SCIENCE INITIATIVE, INC. (NMSI) IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $28,789,374 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,521,636 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,096,183 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,519,595 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,526 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,139 | CYInvestmentIncomeAmt |
| PY Other Revenue | $164,053 | PYOtherRevenueAmt |
| CY Other Revenue | $2,034,449 | CYOtherRevenueAmt |
| PY Total Revenue | $38,052,136 | PYTotalRevenueAmt |
| CY Total Revenue | $53,114,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,076,379 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,473,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,577,755 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,763,719 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,262,768 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,153,982 | PYOtherExpensesAmt |
| CY Other Expenses | $19,817,380 | CYOtherExpensesAmt |
| PY Total Expenses | $30,808,116 | PYTotalExpensesAmt |
| CY Total Expenses | $35,054,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,244,020 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,060,139 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,836,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,727,731 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,809,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,640,222 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,027,370 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,087,509 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,944,765 | ExpenseAmt |
| Grant | $4,461,594 | GrantAmt |
| Revenue | $5,507,627 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,371,101 | ExpenseAmt |
| Grant | $3,011,987 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,918,095 | ExpenseAmt |
| Revenue | $4,011,968 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,233,961 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1246 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY KNAPP | PersonNm |
| Phone | 2143461242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N CENTRAL EXPRESSWAY SUITE M- | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| TOM LUCE | |||||||||
| CHAIRMAN TERM: 11/9/15 | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM ARSENEAULT | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR BRUCE ALBERTS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR NANCY GRASMICK | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR SHIRLEY MALCOLM | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR MARY ANN RANKIN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR ROY VAGELOS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR KENNETH COHEN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR LARRY WARDER | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR NORM AUGUSTINE | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR BERNARD HARRIS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGG FLEISHER | |||||||||
| CHIEF ACADEMIC OFFICER | 40.0 | 0.0 | Yes (X) | $288,551 | $0 | $32,906 | |||
| SARA TUCKER | |||||||||
| CEO Term: 6/30/2015 | 40.0 | 0.0 | Yes (X) | $324,522 | $0 | $18,084 | |||
| MATTHEW RANDAZZO | |||||||||
| CEO Start: 8/1/2015 | 40.0 | 0.0 | Yes (X) | $282,682 | $0 | $28,247 | |||
| TAMMY KNAPP | |||||||||
| CFO/SECRETARY/TREASURER | 40.0 | 0.0 | Yes (X) | $177,633 | $0 | $22,083 | |||
| RICK DOUCETTE | |||||||||
| CIO | 40.0 | 0.0 | $167,913 | $0 | $24,729 | Yes (X) | |||
| BETH SNYDER | |||||||||
| CHIEF GROWTH OFFICER | 40.0 | 0.0 | $140,422 | $0 | $8,522 | Yes (X) | |||
| MARCUS LINGENFELTER | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | $143,842 | $0 | $25,938 | Yes (X) | |||
| RONDA BRANDON | |||||||||
| VP | 40.0 | 0.0 | $155,213 | $0 | $21,850 | Yes (X) | |||
| JULLIE MCCORMICK | |||||||||
| SCIENCE CONTENT DIRECTOR | 40.0 | 0.0 | $154,519 | $0 | $21,583 | Yes (X) | |||
| MORT ORLOV | |||||||||
| VP Operations | 40.0 | 0.0 | $192,575 | $0 | $28,802 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,027,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,744 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BELLWETHER EDUCATION | |||||
| 517 BOSTON POST | SUDBURY | MA | 01776 | CONSULTING | $321,500 |
| AMERICAN INSTITUTES OF RESEARCH | |||||
| 1000 THOMAS JEFFERSON | WASHINGTON | DC | 20007 | RESEARCH | $435,320 |
| KORN FERRY INTERNATIONAL | |||||
| 33 South Sixth Street Ste 4900 | MINNEAPOLIS | MN | 55485 | EXECUTIVE SEARCH | $141,425 |
| WEST COAST ANALYTICS LLA | |||||
| 2728 MCKINNON STREET | DALLAS | TX | 75201 | RESEARCH | $2,073,000 |
| KPMG LLC | |||||
| 717 N HARWOOD | DALLAS | TX | 75201 | AUDIT & TAX SVS | $114,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,214,542 | GovernmentGrantsAmt |
| All Other Contributions | $32,307,094 | AllOtherContributionsAmt |
| Noncash Contributions | $5,118 | NoncashContributionsAmt |
| Total Contributions | $41,521,636 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COLLEGE READINESS PROGRAM | 900099 | $5,507,627 | $5,507,627 |
| LAYING THE FOUNDATION TRAINING | 900099 | $4,011,968 | $4,011,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,519,595 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,566 | TotalRevenueColumnAmt |
| Exclusion | $40,566 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,602 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,029 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,427 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,427 | TotalRevenueColumnAmt |
| Exclusion | -$1,427 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Other Income | 900099 | $20,466 | $20,466 |
| CLASS ACTION SETTLEMENT | 900099 | $2,013,983 | $2,013,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,034,449 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,114,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,519,595 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,073,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,473,581 | TotalAmt |
| Program Services | $7,473,581 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,367,350 | TotalAmt |
| Program Services | $802,197 | ProgramServicesAmt |
| Management And General | $418,364 | ManagementAndGeneralAmt |
| Fundraising | $146,789 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,153,620 | TotalAmt |
| Program Services | $3,012,948 | ProgramServicesAmt |
| Management And General | $1,578,421 | ManagementAndGeneralAmt |
| Fundraising | $562,251 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,359 | TotalAmt |
| Program Services | $137,889 | ProgramServicesAmt |
| Management And General | $61,415 | ManagementAndGeneralAmt |
| Fundraising | $24,055 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,386 | TotalAmt |
| Program Services | $358,936 | ProgramServicesAmt |
| Management And General | $198,359 | ManagementAndGeneralAmt |
| Fundraising | $44,091 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,004 | TotalAmt |
| Program Services | $251,559 | ProgramServicesAmt |
| Management And General | $120,661 | ManagementAndGeneralAmt |
| Fundraising | $45,784 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,546 | TotalAmt |
| Program Services | $36,262 | ProgramServicesAmt |
| Management And General | $64,006 | ManagementAndGeneralAmt |
| Fundraising | $278 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,528 | TotalAmt |
| Program Services | $8,500 | ProgramServicesAmt |
| Management And General | $113,028 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,084,906 | TotalAmt |
| Program Services | $3,480,124 | ProgramServicesAmt |
| Management And General | $460,395 | ManagementAndGeneralAmt |
| Fundraising | $144,387 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,331 | TotalAmt |
| Program Services | $10,159 | ProgramServicesAmt |
| Management And General | $18,061 | ManagementAndGeneralAmt |
| Fundraising | $1,111 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,879 | TotalAmt |
| Program Services | $200,109 | ProgramServicesAmt |
| Management And General | $152,595 | ManagementAndGeneralAmt |
| Fundraising | $37,175 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,150 | TotalAmt |
| Program Services | $106,396 | ProgramServicesAmt |
| Management And General | $26,603 | ManagementAndGeneralAmt |
| Fundraising | $5,151 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,992 | TotalAmt |
| Program Services | $542,882 | ProgramServicesAmt |
| Management And General | $153,535 | ManagementAndGeneralAmt |
| Fundraising | $45,575 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,868 | TotalAmt |
| Program Services | $352,106 | ProgramServicesAmt |
| Management And General | $105,868 | ManagementAndGeneralAmt |
| Fundraising | $181,894 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,528 | TotalAmt |
| Program Services | $11,570 | ProgramServicesAmt |
| Management And General | $37,855 | ManagementAndGeneralAmt |
| Fundraising | $13,103 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,114 | TotalAmt |
| Program Services | $170,710 | ProgramServicesAmt |
| Management And General | $41,150 | ManagementAndGeneralAmt |
| Fundraising | $9,254 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,409 | TotalAmt |
| Program Services | $31,904 | ProgramServicesAmt |
| Management And General | $7,635 | ManagementAndGeneralAmt |
| Fundraising | $1,870 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Teacher and Student Training | $6,598,091 | $6,598,091 |
| Uteach Program Expense | $1,441,666 | $1,441,666 |
| Exam Fees | $928,893 | $928,893 |
| Educator and Student Payments | $4,277,479 | $4,277,479 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,054,680 | TotalAmt |
| Program Services | $30,233,961 | ProgramServicesAmt |
| Management And General | $3,557,951 | ManagementAndGeneralAmt |
| Fundraising | $1,262,768 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,337,630 | BOYAmt |
| EOY | $35,576,162 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,968,279 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,970,063 | BOYAmt |
| EOY | $4,900,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,982,356 | BOYAmt |
| EOY | $3,664,753 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,137 | BOYAmt |
| EOY | $477,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,086,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $946,354 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,229 | BOYAmt |
| EOY | $140,114 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,028 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,836,443 | BOYAmt |
| EOY | $49,727,731 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,452,598 | BOYAmt |
| EOY | $1,233,195 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,857,937 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,375 | BOYAmt |
| EOY | $269,245 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,100 | BOYAmt |
| EOY | $279,845 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,809,073 | BOYAmt |
| EOY | $3,640,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,068,334 | BOYAmt |
| EOY | $12,484,896 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,959,036 | BOYAmt |
| EOY | $33,602,613 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,027,370 | BOYAmt |
| EOY | $46,087,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,836,443 | BOYAmt |
| EOY | $49,727,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,060,139 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,694,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,501,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,384,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,789,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,521,637 | CurrentTaxYearAmt |
| Total | $165,890,837 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,694,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,501,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,384,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,789,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,521,637 | CurrentTaxYearAmt |
| Total | $165,890,837 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $90,507,660 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,383,177 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,565 | CurrentTaxYearAmt |
| Total | $135,695 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $164,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,034,449 | CurrentTaxYearAmt |
| Total | $2,198,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $168,225,034 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,245,814 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44811 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,123 | DepreciationAmt |
| Book Value | $35,052 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $803,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $700,273 | DepreciationAmt |
| Book Value | $103,307 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,713 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,958 | DepreciationAmt |
| Book Value | $1,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,114 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Rent | Desc |
| Amt | $279,845 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $279,845 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $53,114,819 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $53,114,819 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $53,114,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,054,680 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $35,054,680 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $35,054,680 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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 2012, 2013 and 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A EDUCATION FOUNDATION | |||||||
| 1230 1ST AVENUE N | BIRMINGHAM | AL | 35023 | 631050676 | 501(C)(3) | $185,187 | College Readiness |
| COLORADO LEGACY FOUNDATION | |||||||
| 1660 LINCOLN ST STE 2720 | DENVER | CO | 80264 | 261597530 | 501(C)(3) | $1,957,889 | College readiness |
| UNIVERSITY OF NOTRE DAME | |||||||
| 940 GRACE HALL | NOTRE DAME | IN | 46556 | 350815188 | 501(C)(3) | $2,254,130 | College Readiness |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 340966056 | 115 | $374,371 | AP/UTEACH Program |
| UNIVERSITY OF AR - FAYETTEVILLE | |||||||
| Room 324 Grad ED bldg | Fayetteville | AR | 72701 | 470872543 | 115 | $310,500 | AP/UTEACH Program |
| UNIVERSITY OF CENTRAL ARKANSAS | |||||||
| MASHBURN HALL STE 100 | CONWAY | AR | 72038 | 716001828 | 115 | $150,500 | AP/Uteach program |
| UNIVERSITY OF ALABAMA - BIRMINGHAM | |||||||
| 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | 636005396 | 115 | $260,625 | AP/Uteach program |
| UNIVERSITY OF MARYLAND | |||||||
| 1000 Hilltop Circle | COLLEGE PARK | MD | 20742 | 526002033 | 115 | $319,936 | ap/uteach program |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 231352630 | 501(C)(3) | $182,263 | uteach program |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115 | $432,077 | uteach program |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | 736017987 | 115 | $182,300 | uteach program |
| AAIMS | |||||||
| 2801 SOUTH UNIVERSITY AVENUE | LITTLE ROCK | AR | 72204 | 260704109 | 501(C)(3) | $64,389 | college readiness |
| UNIVERSITY OF WEST VIRGINIA | |||||||
| 886 CHESTNUT RIDGE ROAD | MORGANTOWN | WV | 26506 | 300449363 | 115 | $100,466 | college readiness |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 I STREET NW | WASHINGTON | DC | 20052 | 530196584 | 115 | $68,587 | college readiness |
| LOUISIANA TECH UNIVERSITY | |||||||
| P O BOX 3092 | RUSTON | LA | 71272 | 726000792 | 501(c)(3) | $211,845 | college readiness |
| TOWSON UNIVERSITY | |||||||
| 8000 YORK ROAD | TOWSON | MD | 21252 | 526002033 | 115 | $242,547 | college readiness |
| UNIVERSITY OF MASS BOSTON | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | 043167352 | 501(C)(3) | $32,034 | college readiness |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | 886000024 | 115 | $143,932 | college readiness |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGG FLEISHER | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $277,051 | $0 | $10,000 | $0 | $1,500 | $0 | $15,900 | $0 | $17,006 | $0 | $321,457 | $0 | $0 | $0 |
| SARA TUCKER | ||||||||||||||
| CEO Term: 6/30/2015 | $198,772 | $0 | $0 | $0 | $125,750 | $0 | $12,045 | $0 | $6,039 | $0 | $342,606 | $0 | $0 | $0 |
| MATTHEW RANDAZZO | ||||||||||||||
| CEO Start: 8/1/2015 | $281,182 | $0 | $0 | $0 | $1,500 | $0 | $15,900 | $0 | $12,347 | $0 | $310,929 | $0 | $0 | $0 |
| TAMMY KNAPP | ||||||||||||||
| CFO/SECRETARY/TREASURER | $168,633 | $0 | $7,500 | $0 | $1,500 | $0 | $9,860 | $0 | $12,223 | $0 | $199,716 | $0 | $0 | $0 |
| MARCUS LINGENFELTER | ||||||||||||||
| VICE PRESIDENT | $135,324 | $0 | $7,018 | $0 | $1,500 | $0 | $8,932 | $0 | $17,006 | $0 | $169,780 | $0 | $0 | $0 |
| RONDA BRANDON | ||||||||||||||
| VP | $153,713 | $0 | $0 | $0 | $1,500 | $0 | $9,627 | $0 | $12,223 | $0 | $177,063 | $0 | $0 | $0 |
| RICK DOUCETTE | ||||||||||||||
| CIO | $166,413 | $0 | $0 | $0 | $1,500 | $0 | $8,065 | $0 | $16,664 | $0 | $192,642 | $0 | $0 | $0 |
| JULLIE MCCORMICK | ||||||||||||||
| SCIENCE CONTENT DIRECTOR | $153,019 | $0 | $0 | $0 | $1,500 | $0 | $9,360 | $0 | $12,223 | $0 | $176,102 | $0 | $0 | $0 |
| MORT ORLOV | ||||||||||||||
| VP Operations | $190,975 | $0 | $0 | $0 | $1,600 | $0 | $11,796 | $0 | $17,006 | $0 | $221,377 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4A | SEVERANCE Payment: Sara Tucker - $125,000 |
| SCHEDULE J, PART I, LINE 1 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. AFTER THE 990 HAS BEEN FINALIZED AND APPROVED BY THE AUDIT COMMITTEE, A COPY IS PROVIDED TO THE FULL BOARD OF DIRECTORS, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | process for determining executive level compenstaion: 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 2015, 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 VI, SECTION B, LINE 12A | CONFLICT OF INTEREST POLICY: NATIONAL MATH AND SCIENCE INITIATIVE IS CURRENTLY WORKING ON A CONFLICT OF INTEREST POLICY WHICH WILL BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND, WHEN IN EFFECT, WILL REQUIRE ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO SIGN AND RETURN AN ANNUAL COMPLIANCE STATEMENT DISCLOSING ANY CONFLICT. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRESENTER/TRAINER FEES TOTAL FEES:15440 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING TOTAL FEES:11538 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:3940440 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RECRUITING TOTAL FEES:9670 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY EMPLOYEE TOTAL FEES:93518 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ADVOCACY TOTAL FEES:14300 |
Comments