2016-11-04T11:17:08-05:00 2015-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2015-01-01 113769438 National Math & Science Initiative Inc % TAMMY KNAPP NATI 2143461242 8350 N Central Expressway M-2200 Dallas TX 75206 TAMMY KNAPP CFO 2143461200 2016-11-15 true Jeanette Verrelli P00742631 9727028262 2015 2017-02-10 21:41:12Z MATTHEW RANDAZZO 8350 N CENTRAL EXPRESSWAY DALLAS TX 75206 53119848 false X WWW.NMS.ORG X 2006 TX THE MISSION OF NATIONAL MATH & SCIENCE INITIATIVE, INC. (NMSI) IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. 10 10 103 11 0 28789374 41521636 9096183 9519595 2526 39139 164053 2034449 38052136 53114819 6076379 7473581 0 0 7577755 7763719 0 0 1262768 17153982 19817380 30808116 35054680 7244020 18060139 30836443 49727731 2809073 3640222 28027370 46087509 THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. false false 21944765 4461594 5507627 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. 5371101 3011987 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. 2918095 4011968 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. 30233961 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 1246 0 true 103 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 true false false true true true false X TAMMY KNAPP 2143461242 8350 N CENTRAL EXPRESSWAY SUITE M- DALLAS TX 75206 X TOM LUCE CHAIRMAN TERM: 11/9/15 2.0 0.0 X X 0 0 0 TOM ARSENEAULT 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 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 MR KENNETH COHEN DIRECTOR 2.0 0.0 X 0 0 0 MR LARRY WARDER DIRECTOR 2.0 0.0 X 0 0 0 MR NORM AUGUSTINE DIRECTOR 2.0 0.0 X 0 0 0 DR BERNARD HARRIS DIRECTOR 2.0 0.0 X 0 0 0 GREGG FLEISHER CHIEF ACADEMIC OFFICER 40.0 0.0 X 288551 0 32906 SARA TUCKER CEO Term: 6/30/2015 40.0 0.0 X 324522 0 18084 MATTHEW RANDAZZO CEO Start: 8/1/2015 40.0 0.0 X 282682 0 28247 TAMMY KNAPP CFO/SECRETARY/TREASURER 40.0 0.0 X 177633 0 22083 RICK DOUCETTE CIO 40.0 0.0 X 167913 0 24729 BETH SNYDER CHIEF GROWTH OFFICER 40.0 0.0 X 140422 0 8522 MARCUS LINGENFELTER VICE PRESIDENT 40.0 0.0 X 143842 0 25938 RONDA BRANDON VP 40.0 0.0 X 155213 0 21850 JULLIE MCCORMICK SCIENCE CONTENT DIRECTOR 40.0 0.0 X 154519 0 21583 MORT ORLOV VP Operations 40.0 0.0 X 192575 0 28802 2027872 0 232744 20 false true false BELLWETHER EDUCATION 517 BOSTON POST SUDBURY MA 01776 CONSULTING 321500 AMERICAN INSTITUTES OF RESEARCH 1000 THOMAS JEFFERSON WASHINGTON DC 20007 RESEARCH 435320 KORN FERRY INTERNATIONAL 33 South Sixth Street Ste 4900 MINNEAPOLIS MN 55485 EXECUTIVE SEARCH 141425 WEST COAST ANALYTICS LLA 2728 MCKINNON STREET DALLAS TX 75201 RESEARCH 2073000 KPMG LLC 717 N HARWOOD DALLAS TX 75201 AUDIT & TAX SVS 114858 5 9214542 32307094 5118 41521636 COLLEGE READINESS PROGRAM 900099 5507627 5507627 LAYING THE FOUNDATION TRAINING 900099 4011968 4011968 9519595 40566 40566 0 0 0 0 0 3602 5029 -1427 -1427 -1427 0 0 0 Other Income 900099 20466 20466 CLASS ACTION SETTLEMENT 900099 2013983 2013983 2034449 53114819 9519595 2073588 X 7473581 7473581 0 0 0 1367350 802197 418364 146789 0 5153620 3012948 1578421 562251 223359 137889 61415 24055 601386 358936 198359 44091 418004 251559 120661 45784 0 100546 36262 64006 278 121528 8500 113028 0 0 0 4084906 3480124 460395 144387 29331 10159 18061 1111 389879 200109 152595 37175 138150 106396 26603 5151 0 741992 542882 153535 45575 639868 352106 105868 181894 0 62528 11570 37855 13103 0 0 221114 170710 41150 9254 41409 31904 7635 1870 Teacher and Student Training 6598091 6598091 Uteach Program Expense 1441666 1441666 Exam Fees 928893 928893 Educator and Student Payments 4277479 4277479 35054680 30233961 3557951 1262768 22337630 35576162 0 4968279 4970063 4900765 2982356 3664753 0 0 0 0 0 0 0 0 180137 477658 1086468 946354 361229 140114 0 0 5028 0 0 0 0 0 0 0 30836443 49727731 2452598 1233195 0 1857937 51375 269245 0 0 0 0 0 0 0 0 0 0 305100 279845 2809073 3640222 X 6068334 12484896 21959036 33602613 0 0 28027370 46087509 30836443 49727731 18060139 X false true X true true true X 18694589 28501033 48384204 28789374 41521637 165890837 0 0 18694589 28501033 48384204 28789374 41521637 165890837 90507660 75383177 1054 91176 2606 294 40565 135695 0 164053 2034449 2198502 168225034 32245814 0.44811 0.38330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74175 39123 35052 803580 700273 103307 208713 206958 1755 140114 0 Deferred Rent 279845 279845 X 53114819 53114819 53114819 35054680 35054680 35054680 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 2012, 2013 and 2014. true A EDUCATION FOUNDATION 1230 1ST AVENUE N BIRMINGHAM AL 35023 631050676 501(C)(3) 185187 College Readiness COLORADO LEGACY FOUNDATION 1660 LINCOLN ST STE 2720 DENVER CO 80264 261597530 501(C)(3) 1957889 College readiness UNIVERSITY OF NOTRE DAME 940 GRACE HALL NOTRE DAME IN 46556 350815188 501(C)(3) 2254130 College Readiness CLEVELAND STATE UNIVERSITY 2121 EUCLID AVE CLEVELAND OH 44115 340966056 115 374371 AP/UTEACH Program UNIVERSITY OF AR - FAYETTEVILLE Room 324 Grad ED bldg Fayetteville AR 72701 470872543 115 310500 AP/UTEACH Program UNIVERSITY OF CENTRAL ARKANSAS MASHBURN HALL STE 100 CONWAY AR 72038 716001828 115 150500 AP/Uteach program UNIVERSITY OF ALABAMA - BIRMINGHAM 1720 2ND AVE S BIRMINGHAM AL 35294 636005396 115 260625 AP/Uteach program UNIVERSITY OF MARYLAND 1000 Hilltop Circle COLLEGE PARK MD 20742 526002033 115 319936 ap/uteach program DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 231352630 501(C)(3) 182263 uteach program FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET MIAMI FL 33199 650177616 115 432077 uteach program OKLAHOMA STATE UNIVERSITY 400 S MONROE ST STILLWATER OK 74074 736017987 115 182300 uteach program AAIMS 2801 SOUTH UNIVERSITY AVENUE LITTLE ROCK AR 72204 260704109 501(C)(3) 64389 college readiness UNIVERSITY OF WEST VIRGINIA 886 CHESTNUT RIDGE ROAD MORGANTOWN WV 26506 300449363 115 100466 college readiness GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20052 530196584 115 68587 college readiness LOUISIANA TECH UNIVERSITY P O BOX 3092 RUSTON LA 71272 726000792 501(c)(3) 211845 college readiness TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 21252 526002033 115 242547 college readiness UNIVERSITY OF MASS BOSTON 100 MORRISSEY BOULEVARD BOSTON MA 02125 043167352 501(C)(3) 32034 college readiness UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA STREET RENO NV 89557 886000024 115 143932 college readiness 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 true false false false false false false false false GREGG FLEISHER CHIEF ACADEMIC OFFICER 277051 0 10000 0 1500 0 15900 0 17006 0 321457 0 0 0 SARA TUCKER CEO Term: 6/30/2015 198772 0 0 0 125750 0 12045 0 6039 0 342606 0 0 0 MATTHEW RANDAZZO CEO Start: 8/1/2015 281182 0 0 0 1500 0 15900 0 12347 0 310929 0 0 0 TAMMY KNAPP CFO/SECRETARY/TREASURER 168633 0 7500 0 1500 0 9860 0 12223 0 199716 0 0 0 MARCUS LINGENFELTER VICE PRESIDENT 135324 0 7018 0 1500 0 8932 0 17006 0 169780 0 0 0 RONDA BRANDON VP 153713 0 0 0 1500 0 9627 0 12223 0 177063 0 0 0 RICK DOUCETTE CIO 166413 0 0 0 1500 0 8065 0 16664 0 192642 0 0 0 JULLIE MCCORMICK SCIENCE CONTENT DIRECTOR 153019 0 0 0 1500 0 9360 0 12223 0 176102 0 0 0 MORT ORLOV VP Operations 190975 0 0 0 1600 0 11796 0 17006 0 221377 0 0 0 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. 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