2015-11-13T11:37:59-06:00 2014-12-31 KPMG LLP 210 Park Ave Suite 2850 Oklahoma City OK 73102 990 2014-01-01 113769438 National Math and Science Initiative Inc % TAMMY KNAPP NATI 2143461200 8350 N CENTRAL EXPRESSWAY M-2200 DALLAS TX 75206 TAMMY KNAPP CHIEF FINANCIAL OFFICER 2143461200 2015-11-13 true MORGAN L SOUZA P00652612 4052396411 2014 2016-03-07 17:11:31Z SARA TUCKER CEO SAME AS ABOVE DALLAS TX 75206 38905706 false X WWW.NATIONALMATHANDSCIENCE.ORG X 2006 TX THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. 14 14 105 15 0 48384204 28789374 7429205 9096183 2606 2526 0 164053 55816015 38052136 21130848 6076379 0 0 10124196 7577755 0 0 803398 17708904 17153982 48963948 30808116 6852067 7244020 23194630 30836443 2411280 2809073 20783350 28027370 X THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. false false 18782316 4352006 COLLEGE READINESS PROGRAM - HIGH SCHOOL AP TRAINING AND INCENTIVES PROGRAM - SEE SCHEDULE O, STMT 1 2935885 1724373 UTEACH PROGRAM - SEE SCHEDULE O, STMT 2 4306127 9096183 LAYING THE FOUNDATION - SEE SCHEDULE O, STMT 3 26024328 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 true false false false false false false false false true 1447 0 105 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X TAMMY KNAPP 2143461200 8350 N CENTRAL EXP SUITE M-2200 DALLAS TX 75206 TOM LUCE DIRECTOR 3.0 0.0 X 0 0 0 TOM ARSENEAULT DIRECTOR 3.0 0.0 X 0 0 0 DR BRUCE ALBERTS DIRECTOR 3.0 0.0 X 0 0 0 NORMAN AUGUSTINE DIRECTOR 3.0 0.0 X 0 0 0 CAROLYN BACON DICKSON DIRECTOR-THRU 05-2014 3.0 0.0 X 0 0 0 NANCY GRASMICK DIRECTOR 3.0 0.0 X 0 0 0 DR BERNARD HARRIS DIRECTOR 3.0 0.0 X 0 0 0 SHIRLEY MALCOM DIRECTOR 3.0 0.0 X 0 0 0 MARY ANN RANKIN DIRECTOR 3.0 0.0 X 0 0 0 ARTHUR RYAN DIRECTOR 3.0 0.0 X 0 0 0 DR BEVERLY TATUM DIRECTOR 3.0 0.0 X 0 0 0 DR ROY VAGELOS DIRECTOR 3.0 0.0 X 0 0 0 KENNETH COHEN DIRECTOR 3.0 0.0 X 0 0 0 DR RAY JOHNSON DIRECTOR 3.0 0.0 X 0 0 0 LARRY WARDER DIRECTOR 3.0 0.0 X 0 0 0 GREGG FLEISHER CAO 40.0 0.0 X 271932 0 32137 TAMMY KNAPP CFO 40.0 0.0 X 164126 0 21811 SARA TUCKER CEO 40.0 0.0 X 399126 0 27421 DALE FLEURY BUSINESS DEVELOPMENT DIRECTOR 40.0 0.0 X 140525 0 20395 JULLIE MCCORMICK SCIENCE CONTACT DIRECTOR 40.0 0.0 X 153626 0 21181 RONDA BRANDON UTEACH DIRECTOR 40.0 0.0 X 156282 0 21248 MORT ORLOV VP OF OPERATIONS 40.0 0.0 X 192682 0 28238 MARCUS LINGENFELTER VP OF DEVELOPMENT 40.0 0.0 X 137032 0 25048 1615331 0 197479 16 false true false KPMG LLP 717 N HARWOOD STREET SUITE 3100 DALLAS TX 75201 ACCOUNTING 154908 TVM CONSULTING 815 A BRAZOS STREET 505 AUSTIN TX 78701 BUSINESS PLANNING 126324 MM2 PUBLIC RELATIONS INC 1700 PACIFIC AVE SUITE 1060 DALLAS TX 75201 PUBLIC RELATIONS 160505 AMERICAN INST FOR RESEARCH 1000 THOMAS JEFFERSON ST NW WASHINGTON DC TX 20007 RESEARCH 322598 COUNCIL FOR AID TO EDUCATION 215 LEXINGTON AVE NEW YORK NY 10016 RESEARCH 147209 5 9266888 19522486 863746 28789374 FEE FOR SERVICE 900099 9096183 9096183 9096183 294 294 0 0 0 0 0 855802 853570 2232 2232 2232 0 0 0 OTHER INCOME 900099 164053 164053 164053 38052136 9096183 166579 6076379 6076379 0 0 0 1812810 573257 1077473 162080 0 4540583 3239550 1026167 274866 193775 126651 58090 9034 612552 395639 182238 34675 418035 256029 131587 30419 286829 286829 62579 62579 179969 179969 0 0 0 954064 701902 193213 58949 0 0 0 0 1049929 528929 447011 73989 667778 339167 203997 124614 0 0 0 0 448608 282599 131237 34772 0 EDUCATOR AND STUDENT PAYMENT 4601615 4601615 STUDENT EXAM FEES & SUPPLIES 1903966 1903966 TEACHER AND STUDENT TRAINING 6146978 6146978 UTEACH PROGRAM EXPENSES 851667 851667 30808116 26024328 3980390 803398 6833850 22337630 9747955 0 3221030 4970063 2456287 2982356 0 0 0 0 0 0 0 0 125671 180137 4350407 3989178 809837 361229 0 0 0 5028 0 0 0 0 0 0 23194630 30836443 1564439 2452598 0 0 530849 51375 0 0 0 0 0 0 0 0 0 0 315992 305100 2411280 2809073 X 4782612 6068334 16000738 21959036 0 0 20783350 28027370 23194630 30836443 7244020 X false true X true true true X 32705367 18694589 28501033 48384205 28789374 157074568 0 0 32705367 18694589 28501033 48384205 28789374 157074568 100015750 57058818 1453 1054 91176 2606 294 96583 0 164053 164053 157335204 22726219 0.36266 0.31543 X SUPPLEMENTAL INFORMATION 1 SCHEDULE A, PART II, COLUMN (B) RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101703 58402 43301 4241029 3923211 317818 7675 7565 110 361229 0 DEFERRED RENT 305100 305100 38052136 38052136 38052136 30808116 30808116 30808116 true A Education Foundation 1230 1ST AVENUE N BIRMINGHAM AL 35023 631050676 501(c)(3) 292550 COLLEGE READINESS PROGRAM Colorado Legacy Foundation 1660 LINCOLN STste 2720 DENVER CO 80264 261597530 501(c)(3) 2042106 COLLEGE READINESS PROGRAM University of Notre Dame 940 GRACE HALL NOTRE DAME IN 46556 350818188 501(c)(3) 1972444 COLLEGE READINESS PROGRAM University of Texas Arlington SCIENCE ED CAREER CTR arlington TX 76019 756000121 STATE of TX 175000 AP PROGRAM UTEACH PROGRAM Cleveland State University 2121 EUCLID AVECLEVELAND OH 4411 CLEVELAND OH 44115 340966056 STATE of OH 332439 AP PROGRAM UTEACH PROGRAM University of Arkansas - Fayetteville ROOM 324 GRAD ED BLDGFAYETTEVI FAYETTEVILLE AR 72701 470872543 STATE of AR 280500 AP PROGRAM UTEACH PROGRAM University of Central Arkansas MASHBURN HALL 100 CONWAY AR 72038 716001828 state of ar 410500 AP PROGRAM UTEACH PROGRAM University of Alabama - Birmingham 1720 2ND AVE SOUTH BIRMINGHAM AL 35294 636005396 STATE OF AL 174850 AP PROGRAM UTEACH PROGRAM University of Maryland University of Marland College Park MD 20742 526002033 STATE OF MD 98944 AP PROGRAM UTEACH PROGRAM Drexel University 3141 Chestnut Street PHILADELPHIA PA 19104 231352630 501 (C) (3) 73169 UTEACH PROGRAM UTEACH PROGRAM Florida International University 11200 Southwest 8th Street MIAMI FL 33199 650177616 STATE OF FL 42000 UTEACH PROGRAM UTEACH PROGRAM Oklahoma State University 400 S MONROE ST STILLWATER OK 74074 736017987 STATE OF OK 136971 UTEACH PROGRAM UTEACH PROGRAM Advance Kentucky PO BOX 1049 LEXINGTON KY 40511 611135382 501(c)(3) 44905 COLLEGE READINESS PROGRAM 5 8 SUPPLEMENTAL INFORMATION 1 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 false false false false false false false false false DALE FLEURY BUSINESS DEVELOPMENT DIRECTOR 140525 0 0 0 0 0 8574 0 11821 0 160920 0 0 0 GREGG FLEISHER CAO 271932 0 0 0 0 0 15600 0 16537 0 304069 0 0 0 JULLIE MCCORMICK SCIENCE CONTACT DIRECTOR 153626 0 0 0 0 0 9360 0 11821 0 174807 0 0 0 RONDA BRANDON UTEACH DIRECTOR 156282 0 0 0 0 0 9607 0 11641 0 177530 0 0 0 TAMMY KNAPP CFO 164126 0 0 0 0 0 9990 0 11821 0 185937 0 0 0 SARA TUCKER CEO 399126 0 0 0 0 0 15600 0 11821 0 426547 0 0 0 MORT ORLOV VP OF OPERATIONS 192682 0 0 0 0 0 11701 0 16537 0 220920 0 0 0 MARCUS LINGENFELTER VP OF DEVELOPMENT 137032 0 0 0 0 0 8511 0 16537 0 162080 0 0 0 SUPPLEMENTAL INFORMATION 1 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. X 2 863746 FMV false false false 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