2025-09-30T10:15:18+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 113769438 NATIONAL MATH & SCIENCE INITIATIVE INC NATI 2143461240 3120 Southwest Fwy 101 PMB 56097 Houston TX 77098 PAUL DUCHENE COO 2143461242 2025-09-30 true Andrew Gray P01517705 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z Jeremy Anderson 3120 Southwest Fwy 101 PMB 56097 Houston TX 77098 13308992 false X http://www.nms.org/ X 2006 TX NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL AS PROBLEM SOLVERS AND LIFELONG LEARNERS WHO PURSUE THEIR PASSIONS AND TACKLE THE WORLD'S TOUGHEST CHALLENGES. 9 9 220 13 0 25015664 11526238 2715517 1474119 83786 308635 4708 0 27819675 13308992 49535 0 0 0 11105953 10705949 0 0 1881449 10930124 6111701 22085612 16817650 5734063 -3508658 28306279 25056130 1133404 503869 27172875 24552261 X NMSI'S MISSION IS TO ADVANCE STEM EDUCATION TO ENSURE ALL STUDENTS, ESPECIALLY THOSE FURTHEST FROM OPPORTUNITY, THRIVE AND REACH THEIR HIGHEST POTENTIAL AS PROBLEM SOLVERS AND LIFELONG LEARNERS WHO PURSUE THEIR PASSIONS AND TACKLE THE WORLD'S TOUGHEST CHALLENGES. false false 8498394 777514 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. 2551086 329010 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. 561739 366733 THE ALIGNED PROGRAM SUPPORTS DISTRICTS. ALLOWING THEM TO IMPLEMENT A COMPREHENSIVE STEM PATHWAY IN GRADES K-12, WHICH INCLUDES CURRICULUM INTEGRATION AND PROFESSIONAL DEVELOPMENT. 197365 0 NMSI'S TEACHER PATHWAYS 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. 197365 11808584 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false true 788 0 true 220 true false false false false false false false false false false false false X 9 9 false false true false false false false true true false false false true true true true true true true true false false CA GA AL MI NY PA TX VA X X Sarah Oxford 2143461242 3120 Southwest Fwy Ste 101 Houston TX 77098 DR SHIRLEY MALCOM CHAIR 5.0 0.0 X X 0 0 0 MARY ANN RANKIN VICE CHAIR 4.0 0.0 X X 0 0 0 PETE MOONEY TREASURER 4.0 0.0 X X 0 0 0 SUSAN SCLAFANI SECRETARY 4.0 0.0 X X 0 0 0 CARLOS ROMERO DIRECTOR 2.0 0.0 X 0 0 0 DAVID CHAVEZ DIRECTOR 2.0 0.0 X 0 0 0 DEVANG SONI DIRECTOR 2.0 0.0 X 0 0 0 PHIL SPRICK DIRECTOR 2.0 0.0 X 0 0 0 RON OTTINGER DIRECTOR 4.0 0.0 X 0 0 0 TOM FINKE DIRECTOR 2.0 0.0 X 0 0 0 Jeremy Anderson CEO 40.0 0.0 X 407834 0 52918 PAUL DUCHENE COO 40.0 0.0 X 256179 0 25883 STACY MILES PRESIDENT 40.0 0.0 X 331683 0 48932 Ashleigh Thomas VP of Program Success 40.0 0.0 X 180930 0 14970 Lindsey Stringer VP of Technology Business Operations 40.0 0.0 X 207368 0 37670 MICHELLE STIE-BUCKLES VP of Program Design & Innovation 40.0 0.0 X 180507 0 31113 NICHOLE AUSTION VP of Public Affairs 40.0 0.0 X 179719 0 31787 THOMAS LAWSON VP of Business Development 40.0 0.0 X 197514 0 20951 1941734 0 264224 35 false true false Prolocity Cloud Solutions PO Box 360 Burlington KY 41005 Consulting 568035 Creative Circle PO Box 74008799 Chicago IL 606748799 Professional Services 349781 WEST COAST ANALYTICS 306 W 7TH STREET STE 612 FORT WORTH TX 76102 RESEARCH 236200 Finn Partners Inc 1675 Broadway 10th Floor New York NY 10019 Consulting 201800 CENTRE TECHNOLOGIES PO BOX 679069 DALLAS TX 752679069 Professional Services 184010 8 0 0 0 0 5144337 6381901 0 11526238 COLLEGE READINESS PROGRAM 611691 777514 777514 0 0 LAYING THE FOUNDATION TRAINING 611691 329010 329010 0 0 ALIGNED PROGRAM 611691 366733 366733 0 0 0 0 0 0 0 0 0 0 862 862 0 0 1474119 308635 0 308635 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13308992 1474119 0 308635 0 0 0 0 0 0 0 0 1123429 417922 488669 216838 0 0 0 0 8063317 5545586 1405054 1112677 326210 218396 59619 48195 571068 378818 107155 85095 621925 391437 134794 95694 0 0 0 0 28588 9963 18625 107489 76532 19229 11728 0 0 0 0 0 0 0 0 0 0 1139927 627482 330809 181636 11550 0 11550 0 456912 283713 144480 28719 414815 318186 55261 41368 0 0 0 0 90149 49221 25422 15506 486306 260080 201673 24553 0 0 0 0 33025 4136 22116 6773 0 0 0 0 0 0 0 0 0 0 0 0 156642 40814 103161 12667 EXAM FEES & SUPPLIES 408493 408493 0 0 EDUCATOR & STUDENT PAYMENTS 1739225 1739225 0 0 TEACHER PATHWAYS 233322 233322 0 0 TEACHER & STUDENT TRAINING 805258 805258 0 0 0 0 0 0 16817650 11808584 3127617 1881449 0 0 0 0 2502614 628703 0 0 827139 367462 796354 927557 0 0 0 0 0 0 0 0 300641 304560 678469 678469 0 0 23055809 22827848 0 0 0 0 823722 0 28306279 25056130 1043052 488402 8515 81837 15467 0 0 0 0 0 0 0 0 0 0 0 0 1133404 503869 X 10730397 10958815 16442478 13593446 0 0 0 0 0 0 27172875 24552261 28306279 25056130 -3508658 888044 0 0 0 0 X false true true true true X 27120361 21899399 13923215 25015664 11526238 99484877 0 0 0 0 0 0 0 0 0 0 0 27120361 21899399 13923215 25015664 11526238 99484877 30729369 68755508 63737 1152 38582 83786 308635 495892 0 0 0 0 0 0 0 0 0 0 0 0 99980769 17578026 0.68769 0.74389 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 418365 418365 0 260104 260104 0 0 14197036 888044 0 0 0 888044 13308992 0 0 0 13308992 16817650 0 0 16817650 0 0 16817650 Schedule D, Part X, Line 2 ASC 740 Footnote MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X false false false false false false false true false STACY MILES PRESIDENT 327883 0 2000 0 1800 0 20350 0 28582 0 380615 0 0 0 PAUL DUCHENE COO 252379 0 2000 0 1800 0 14282 0 11601 0 282062 0 0 0 Jeremy Anderson CEO 406034 0 0 0 1800 0 20783 0 32135 0 460752 0 0 0 MICHELLE STIE-BUCKLES VP of Program Design & Innovation 176707 0 2000 0 1800 0 11245 0 19868 0 211620 0 0 0 NICHOLE AUSTION VP of Public Affairs 175919 0 2000 0 1800 0 11178 0 20609 0 211506 0 0 0 THOMAS LAWSON VP of Business Development 193714 0 2000 0 1800 0 11820 0 9131 0 218465 0 0 0 Ashleigh Thomas VP of Program Success 177130 0 2000 0 1800 0 10920 0 4050 0 195900 0 0 0 Lindsey Stringer VP of Technology Business Operations 203568 0 2000 0 1800 0 11270 0 26400 0 245038 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments NMSI VALUES TEAM AND INDIVIDUAL JOB PERFORMANCE AND CORRELATES ITS COMPENSATION ACCORDINGLY. BASED ON ORGANIZATIONAL FISCAL HEALTH, OVERALL PERFORMANCE, AND CEO DISCRETION, NMSI TYPICALLY AWARDS ANNUAL MERIT INCREASES AND BONUSES BASED ON A STAFF MEMBER'S PERFORMANCE DURING THE PRIOR FISCAL YEAR. MERIT INCREASES ARE GENERALLY EFFECTIVE ON JANUARY 1 FOLLOWING THE END OF FISCAL YEAR (ALTHOUGH MIGHT NOT BE REFLECTED UNTIL A LATER PAY DATE WHICH MAY INCLUDE A RETROACTIVE PAYMENT) AND BONUSES ARE TYPICALLY PAID OUT IN APRIL. STAFF MEMBERS WHO ARE HIRED AFTER JULY 1 OR TEMPORARY STAFF MEMBERS ARE NOT TYPICALLY ELIGIBLE FOR A MERIT INCREASE OR BONUS. ADDITIONALLY, STAFF MEMBERS WHO CHANGE JOBS AFTER JULY 1 ARE GENERALLY NOT ELIGIBLE FOR A MERIT INCREASE RELATED TO THAT FISCAL YEAR; HOWEVER, THEY ARE GENERALLY ELIGIBLE FOR A PERFORMANCE-BASED BONUS. BONUSES AND MERIT INCREASES ARE NEVER GUARANTEED. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 197,365 including grants of $)(Revenue $ 0) NMSI'S TEACHER PATHWAYS 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. Form 990, Part VI, Line 4 Significant changes to organizational documents THE ORGANIZATION AMENDED AND RESTATED THE CERTIFICATE OF FORMATION IN 2024. THE ORGANIZATION ALSO AMENDED THE BYLAWS IN 2024. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 CEO AND COO. THE DRAFT FORM 990 IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy NMSI'S CONFLICT OF INTEREST POLICY REQUIRES ALL STAFF, INCLUDING OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES, TO SIGN AND RETURN AN ANNUAL COMPLIANCE STATEMENT DISCLOSING ANY CONFLICT. UPON DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, NMSI WILL TAKE APPROPRIATE STEPS TO PROTECT AGAINST ANY ACTUAL OR POTENTIAL CONFLICT. THESE STEPS INCLUDE, BUT ARE NOT LIMITED TO, REQUIRING REFRAINMENT FROM BEING INVOLVED IN ANY DECISION MADE BY NMSI REGARDING ITS DEALINGS WITH THE CONFLICTED PERSON, BUSINESS OR ENTERPRISE. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization uses salary data from published compensation records of nonprofit organizations to determine the appropriate compensation for the CEO. In 2024, the independent Board of Directors and the Board Chairperson approved the CEO's compensation based on the salary data and organizational salary structure. Form 990, Part VI, Line 15b Process to establish compensation of other employees IN 2024, OTHER OFFICER'S COMPENSATION WAS APPROVED BY THE CHAIR OF THE BOARD AND THE Independent BOARD OF DIRECTORS BASED ON SALARY DATA AND ORGANIZATIONAL SALARY STRUCTURE. THE COMPENSATION OF THE PRESIDENT, COO AND CFO ARE REVIEWED EVERY 1-2 YEARS. THE PRESIDENT, COO AND CFO COMPENSATION WAS LAST REVIEWED IN 2022. Form 990, Part VI, Line 19 Required documents available to the public NMSI MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: 862, Related or Exempt Function Revenue: 862, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;