NATIONAL MATH AND SCIENCE INITIATIVE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL MATH AND SCIENCE INITIATIVE INC (EIN 11-3769438)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201503179349304405
- Schema version
- 2014v5.0
- 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 | 2015-11-13T11:37:59-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Park Ave Suite 2850 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 and Science Initiative Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMMY KNAPP | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2143461200 | 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 | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2143461200 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORGAN L SOUZA | PreparerPersonNm |
| PTIN | P00652612 | PTIN |
| Phone | 4052396411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA TUCKER CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAME AS ABOVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,905,706 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALMATHANDSCIENCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $48,384,204 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,789,374 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,429,205 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,096,183 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,526 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $164,053 | CYOtherRevenueAmt |
| PY Total Revenue | $55,816,015 | PYTotalRevenueAmt |
| CY Total Revenue | $38,052,136 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,130,848 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,076,379 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,124,196 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,577,755 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $803,398 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,708,904 | PYOtherExpensesAmt |
| CY Other Expenses | $17,153,982 | CYOtherExpensesAmt |
| PY Total Expenses | $48,963,948 | PYTotalExpensesAmt |
| CY Total Expenses | $30,808,116 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,852,067 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,244,020 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,194,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,836,443 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,411,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,809,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,783,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,027,370 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $18,782,316 | ExpenseAmt |
| Grant | $4,352,006 | GrantAmt |
| Desc | COLLEGE READINESS PROGRAM - HIGH SCHOOL AP TRAINING AND INCENTIVES PROGRAM - SEE SCHEDULE O, STMT 1 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,935,885 | ExpenseAmt |
| Grant | $1,724,373 | GrantAmt |
| Desc | UTEACH PROGRAM - SEE SCHEDULE O, STMT 2 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,306,127 | ExpenseAmt |
| Revenue | $9,096,183 | RevenueAmt |
| Desc | LAYING THE FOUNDATION - SEE SCHEDULE O, STMT 3 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,024,328 | 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 | Yes (true) | 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 | 1447 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 105 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | 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 | 2143461200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N CENTRAL EXP SUITE M-2200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TOM LUCE | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TOM ARSENEAULT | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR BRUCE ALBERTS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN AUGUSTINE | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN BACON DICKSON | ||||||||
| DIRECTOR-THRU 05-2014 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NANCY GRASMICK | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR BERNARD HARRIS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY MALCOM | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANN RANKIN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR RYAN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR BEVERLY TATUM | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR ROY VAGELOS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH COHEN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR RAY JOHNSON | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LARRY WARDER | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREGG FLEISHER | ||||||||
| CAO | 40.0 | 0.0 | $271,932 | $0 | $32,137 | Yes (X) | ||
| TAMMY KNAPP | ||||||||
| CFO | 40.0 | 0.0 | $164,126 | $0 | $21,811 | Yes (X) | ||
| SARA TUCKER | ||||||||
| CEO | 40.0 | 0.0 | $399,126 | $0 | $27,421 | Yes (X) | ||
| DALE FLEURY | ||||||||
| BUSINESS DEVELOPMENT DIRECTOR | 40.0 | 0.0 | $140,525 | $0 | $20,395 | Yes (X) | ||
| JULLIE MCCORMICK | ||||||||
| SCIENCE CONTACT DIRECTOR | 40.0 | 0.0 | $153,626 | $0 | $21,181 | Yes (X) | ||
| RONDA BRANDON | ||||||||
| UTEACH DIRECTOR | 40.0 | 0.0 | $156,282 | $0 | $21,248 | Yes (X) | ||
| MORT ORLOV | ||||||||
| VP OF OPERATIONS | 40.0 | 0.0 | $192,682 | $0 | $28,238 | Yes (X) | ||
| MARCUS LINGENFELTER | ||||||||
| VP OF DEVELOPMENT | 40.0 | 0.0 | $137,032 | $0 | $25,048 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,615,331 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| 717 N HARWOOD STREET SUITE 3100 | DALLAS | TX | 75201 | ACCOUNTING | $154,908 |
| TVM CONSULTING | |||||
| 815 A BRAZOS STREET 505 | AUSTIN | TX | 78701 | BUSINESS PLANNING | $126,324 |
| MM2 PUBLIC RELATIONS INC | |||||
| 1700 PACIFIC AVE SUITE 1060 | DALLAS | TX | 75201 | PUBLIC RELATIONS | $160,505 |
| AMERICAN INST FOR RESEARCH | |||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON DC | TX | 20007 | RESEARCH | $322,598 |
| COUNCIL FOR AID TO EDUCATION | |||||
| 215 LEXINGTON AVE | NEW YORK | NY | 10016 | RESEARCH | $147,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,266,888 | GovernmentGrantsAmt |
| All Other Contributions | $19,522,486 | AllOtherContributionsAmt |
| Noncash Contributions | $863,746 | NoncashContributionsAmt |
| Total Contributions | $28,789,374 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,096,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,096,183 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,096,183 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294 | TotalRevenueColumnAmt |
| Exclusion | $294 | 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 | $855,802 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $853,570 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,232 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,232 | TotalRevenueColumnAmt |
| Exclusion | $2,232 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $164,053 | TotalRevenueColumnAmt |
| Exclusion | $164,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $164,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,052,136 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,096,183 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $166,579 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,076,379 | TotalAmt |
| Program Services | $6,076,379 | 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 | $1,812,810 | TotalAmt |
| Program Services | $573,257 | ProgramServicesAmt |
| Management And General | $1,077,473 | ManagementAndGeneralAmt |
| Fundraising | $162,080 | 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 | $4,540,583 | TotalAmt |
| Program Services | $3,239,550 | ProgramServicesAmt |
| Management And General | $1,026,167 | ManagementAndGeneralAmt |
| Fundraising | $274,866 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,775 | TotalAmt |
| Program Services | $126,651 | ProgramServicesAmt |
| Management And General | $58,090 | ManagementAndGeneralAmt |
| Fundraising | $9,034 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,552 | TotalAmt |
| Program Services | $395,639 | ProgramServicesAmt |
| Management And General | $182,238 | ManagementAndGeneralAmt |
| Fundraising | $34,675 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,035 | TotalAmt |
| Program Services | $256,029 | ProgramServicesAmt |
| Management And General | $131,587 | ManagementAndGeneralAmt |
| Fundraising | $30,419 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,829 | TotalAmt |
| Management And General | $286,829 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,579 | TotalAmt |
| Management And General | $62,579 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,969 | TotalAmt |
| Management And General | $179,969 | 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 | $954,064 | TotalAmt |
| Program Services | $701,902 | ProgramServicesAmt |
| Management And General | $193,213 | ManagementAndGeneralAmt |
| Fundraising | $58,949 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,929 | TotalAmt |
| Program Services | $528,929 | ProgramServicesAmt |
| Management And General | $447,011 | ManagementAndGeneralAmt |
| Fundraising | $73,989 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,778 | TotalAmt |
| Program Services | $339,167 | ProgramServicesAmt |
| Management And General | $203,997 | ManagementAndGeneralAmt |
| Fundraising | $124,614 | 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 | $0 | TotalAmt |
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 | $448,608 | TotalAmt |
| Program Services | $282,599 | ProgramServicesAmt |
| Management And General | $131,237 | ManagementAndGeneralAmt |
| Fundraising | $34,772 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EDUCATOR AND STUDENT PAYMENT | $4,601,615 | $4,601,615 |
| STUDENT EXAM FEES & SUPPLIES | $1,903,966 | $1,903,966 |
| TEACHER AND STUDENT TRAINING | $6,146,978 | $6,146,978 |
| UTEACH PROGRAM EXPENSES | $851,667 | $851,667 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,808,116 | TotalAmt |
| Program Services | $26,024,328 | ProgramServicesAmt |
| Management And General | $3,980,390 | ManagementAndGeneralAmt |
| Fundraising | $803,398 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,833,850 | BOYAmt |
| EOY | $22,337,630 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,747,955 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,221,030 | BOYAmt |
| EOY | $4,970,063 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,456,287 | BOYAmt |
| EOY | $2,982,356 | 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 | $125,671 | BOYAmt |
| EOY | $180,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,350,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,989,178 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,837 | BOYAmt |
| EOY | $361,229 | 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 | $0 | BOYAmt |
| EOY | $5,028 | 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 | $23,194,630 | BOYAmt |
| EOY | $30,836,443 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,564,439 | BOYAmt |
| EOY | $2,452,598 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,849 | BOYAmt |
| EOY | $51,375 | 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 | $315,992 | BOYAmt |
| EOY | $305,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,411,280 | BOYAmt |
| EOY | $2,809,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,782,612 | BOYAmt |
| EOY | $6,068,334 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000,738 | BOYAmt |
| EOY | $21,959,036 | 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 | $20,783,350 | BOYAmt |
| EOY | $28,027,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,194,630 | BOYAmt |
| EOY | $30,836,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,244,020 | 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 | $32,705,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,694,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,501,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,384,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,789,374 | CurrentTaxYearAmt |
| Total | $157,074,568 | 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 | $32,705,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,694,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,501,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,384,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,789,374 | CurrentTaxYearAmt |
| Total | $157,074,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $100,015,750 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,058,818 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $294 | CurrentTaxYearAmt |
| Total | $96,583 | 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 | $164,053 | CurrentTaxYearAmt |
| Total | $164,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $157,335,204 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,726,219 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.36266 | PublicSupportCY170Pct |
| Public Support PY170 | 0.31543 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION 1 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART II, COLUMN (B) | ExplanationTxt |
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 | $101,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,402 | DepreciationAmt |
| Book Value | $43,301 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,241,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,923,211 | DepreciationAmt |
| Book Value | $317,818 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,565 | DepreciationAmt |
| Book Value | $110 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $361,229 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $305,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $305,100 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $38,052,136 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $38,052,136 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $38,052,136 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,808,116 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $30,808,116 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $30,808,116 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 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) | $292,550 | COLLEGE READINESS PROGRAM |
| Colorado Legacy Foundation | |||||||
| 1660 LINCOLN STste 2720 | DENVER | CO | 80264 | 261597530 | 501(c)(3) | $2,042,106 | COLLEGE READINESS PROGRAM |
| University of Notre Dame | |||||||
| 940 GRACE HALL | NOTRE DAME | IN | 46556 | 350818188 | 501(c)(3) | $1,972,444 | COLLEGE READINESS PROGRAM |
| University of Texas Arlington | |||||||
| SCIENCE ED CAREER CTR | arlington | TX | 76019 | 756000121 | STATE of TX | $175,000 | AP PROGRAM UTEACH PROGRAM |
| Cleveland State University | |||||||
| 2121 EUCLID AVECLEVELAND OH 4411 | CLEVELAND | OH | 44115 | 340966056 | STATE of OH | $332,439 | AP PROGRAM UTEACH PROGRAM |
| University of Arkansas - Fayetteville | |||||||
| ROOM 324 GRAD ED BLDGFAYETTEVI | FAYETTEVILLE | AR | 72701 | 470872543 | STATE of AR | $280,500 | AP PROGRAM UTEACH PROGRAM |
| University of Central Arkansas | |||||||
| MASHBURN HALL 100 | CONWAY | AR | 72038 | 716001828 | state of ar | $410,500 | AP PROGRAM UTEACH PROGRAM |
| University of Alabama - Birmingham | |||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | 636005396 | STATE OF AL | $174,850 | AP PROGRAM UTEACH PROGRAM |
| University of Maryland | |||||||
| University of Marland | College Park | MD | 20742 | 526002033 | STATE OF MD | $98,944 | AP PROGRAM UTEACH PROGRAM |
| Drexel University | |||||||
| 3141 Chestnut Street | PHILADELPHIA | PA | 19104 | 231352630 | 501 (C) (3) | $73,169 | UTEACH PROGRAM UTEACH PROGRAM |
| Florida International University | |||||||
| 11200 Southwest 8th Street | MIAMI | FL | 33199 | 650177616 | STATE OF FL | $42,000 | UTEACH PROGRAM UTEACH PROGRAM |
| Oklahoma State University | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | 736017987 | STATE OF OK | $136,971 | UTEACH PROGRAM UTEACH PROGRAM |
| Advance Kentucky | |||||||
| PO BOX 1049 | LEXINGTON | KY | 40511 | 611135382 | 501(c)(3) | $44,905 | COLLEGE READINESS PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION 1 | FormAndLineReferenceDesc |
| Explanation | 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALE FLEURY | ||||||||||||||
| BUSINESS DEVELOPMENT DIRECTOR | $140,525 | $0 | $0 | $0 | $0 | $0 | $8,574 | $0 | $11,821 | $0 | $160,920 | $0 | $0 | $0 |
| GREGG FLEISHER | ||||||||||||||
| CAO | $271,932 | $0 | $0 | $0 | $0 | $0 | $15,600 | $0 | $16,537 | $0 | $304,069 | $0 | $0 | $0 |
| JULLIE MCCORMICK | ||||||||||||||
| SCIENCE CONTACT DIRECTOR | $153,626 | $0 | $0 | $0 | $0 | $0 | $9,360 | $0 | $11,821 | $0 | $174,807 | $0 | $0 | $0 |
| RONDA BRANDON | ||||||||||||||
| UTEACH DIRECTOR | $156,282 | $0 | $0 | $0 | $0 | $0 | $9,607 | $0 | $11,641 | $0 | $177,530 | $0 | $0 | $0 |
| TAMMY KNAPP | ||||||||||||||
| CFO | $164,126 | $0 | $0 | $0 | $0 | $0 | $9,990 | $0 | $11,821 | $0 | $185,937 | $0 | $0 | $0 |
| SARA TUCKER | ||||||||||||||
| CEO | $399,126 | $0 | $0 | $0 | $0 | $0 | $15,600 | $0 | $11,821 | $0 | $426,547 | $0 | $0 | $0 |
| MORT ORLOV | ||||||||||||||
| VP OF OPERATIONS | $192,682 | $0 | $0 | $0 | $0 | $0 | $11,701 | $0 | $16,537 | $0 | $220,920 | $0 | $0 | $0 |
| MARCUS LINGENFELTER | ||||||||||||||
| VP OF DEVELOPMENT | $137,032 | $0 | $0 | $0 | $0 | $0 | $8,511 | $0 | $16,537 | $0 | $162,080 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION 1 | FormAndLineReferenceDesc |
| Explanation | EXPENSE POLICY: OFFICERS AND DIRECTORS OF NATIONAL MATH AND SCIENCE INITIATIVE, IN UNUSUAL CIRCUMSTANCES, MAY TRAVEL FIRST-CLASS WHEN THERE ARE NO OTHER ACCOMMODATIONS 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $863,746 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL STATEMENT 1 | PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III: QUESTION 4A - DESCRIPTION OF PROGRAM ACHIEVEMENTS COLLEGE READINESS PROGRAM - HIGH SCHOOL ADVANCED PLACEMENT TRAINING AND INCENTIVES PROGRAM NMSI'S COLLEGE READINESS PROGRAM IS A COMPREHENSIVE APPROACH THAT INCREASES TEACHER EFFECTIVENESS AND STUDENT ACHIEVEMENT THROUGH TRAINING, TEACHER AND STUDENT SUPPORT, VERTICAL TEAMING, OPEN ENROLLMENT AND INCENTIVES. THE PROGRAM DRAMATICALLY INCREASES THE NUMBER OF STUDENTS TAKING AND PASSING AP MATH, SCIENCE AND ENGLISH EXAMS AND EXPANDS ACESS TO TRADITIONALLY UNDER-REPRESENTED STUDENTS. SINCE 2008, NMSI'S COLLEGE READINESS PROGRAM HAS BEEN IMPLEMENTED IN MORE THAN 727 SCHOOLS ACROSS 25 STATES AND THE DISTRICT OF COLUMBIA. |
| GENERAL STATEMENT 2 | PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III: QUESTION 4B - DESCRIPTION OF PROGRAM ACHIEVEMENTS UTEACH PROGRAM NMSI'S UTEACH PROGRAM ENABLES STUDENTS MAJORING IN MATH, SCIENCE, COMPUTER SCIENCE, OR ENGINEERING TO RECEIVE FULL TEACHING CERTIFICATION WITHOUT ADDING TIME OR COST TO THEIR STEM DEGREES. THIS PROGRAM WAS DEVELOPED AT THE UNIVERSITY OF TEXAS AT AUSTIN AND TRANSFORMS THE WAY COLLEGES AND UNIVERSITIES RECRUIT, PREPARE AND INSPIRE STEM MAJORS SO THAT THEY PURSUE A TEACHING CAREER. THE PROGRAM HAS GROWN FROM 1,100 MATH AND SCIENCE MAJORS IN THE FIRST COHORT TO MORE THAN 6,800 STUDENTS ON 44 CAMPUSES. IN 2014, NMSI EXPANDED THE UTEACH PROGRAM TO SEVEN NEW CAMPUSES. |
| GENERAL STATEMENT 3 | PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III: QUESTION 4C - DESCRIPTION OF PROGRAM ACHIEVEMENTS LAYING THE FOUNDATION (LTF) OUR THREE YEAR LTF TEACHER TRAINING PROGRAM FOR TEACHERS OF GRADES 3-12, GIVES MATH, SCIENCE AND ENGLISH TEACHERS CONTENT-BASED PEDAGOGY-DRIVEN, TEACHER TO TEACHER TRAINING. WE HELP EDUCATORS WITH TEACHING STRATEGIES AND CONTENT KNOWLEDGE THAT INCREASE RIGOR IN THE CLASSROOM AND ARE DEEPLY ALIGNED TO COMMON CORE STATE STANDARDS. OUR LTF TRAINING IS DESIGNED BY EXPERT TEACHERS AND PROVIDES RIGOROUS, ONLINE CLASSROOM READY LESSONS AND CLASSROOM READY TOOLS. |
| GENERAL STATEMENT 4 | PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTION 11B - 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. |
| GENERAL STATEMENT 5 | PART VI: SECTION B. POLICIES PART VI: QUESTION 12C - NATIONAL MATH AND SCIENCE INITIATIVE HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF NATIONAL MATH AND SCIENCE INITIATIVE ARE REQUIRED TO SIGN AND RETURN AN ANNUAL COMPLIANCE STATEMENT, WHICH REQUIRES THE DISCLOSURE OF ANY CONFLICT. PART VI: QUESTION 15 - 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'S OFFICERS. THE ORGANIZATION RETAINS THE COMPARABILITY DATA, ALONG WITH DOCUMENTATION OF THE COMPENSATION COMMITTEE'S REVIEW AND DECISIONS. |
| GENERAL STATEMENT 6 | PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - NATIONAL MATH AND SCIENCE INITIATIVE MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. |
| GENERAL STATEMENT 7 | Section 1.263(a)-3(n) Election - Book Conformity Election National Math and Science Initiative, Inc., is making the election under Treas. Reg. 1.263(a)-3(n) to capitalize those repair and maintenance costs that it treats as capital expenditures on its books and records for the tax year ended December 31, 2014. Taxpayer Name: National Math and Science Initiative, Inc. Address: 8350 North Central Expressway, SUITE M-2200 Dallas, TX 75206 Taxpayer Identification Number: 11-3769438 |
| GENERAL STATEMENT 8 | Section 1.263(a)-1(f) De Minimis Safe Harbor Election National Math and Science Initiative, Inc., hereby makes the de minimis safe harbor election under Section 1.263(a)-1(f) of the Treasury Regulations, effective for the tax year ending December 31, 2014. NMSI has an Applicable Financial Statement for the year of the election. This election permits the taxpayer to deduct for tax purposes any item deducted under its book policy that does not exceed $5,000 per invoice (or per item, as substantiated by the invoice) or items having an economic useful life of twelve months or less as described in Section 1.263(a)-1(f)(1)(i). Taxpayer Name: National Math and Science Initiative, Inc. Address: 8350 North Central Expressway, SUITE M-2200 Dallas, TX 75206 Taxpayer Identification Number: 11-3769438 |