Civic Intelligence

National Math and Science Initiative Inc.

990 • Fiscal year 2013 • EIN 11-3769438

Jan 01, 2013 to Dec 31, 2013 • Filed on Dec 24, 2014

8350 North Central ExpresswaySuite M-2200Houston, TX 75206

(214) 346-1200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.10x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

10th percentile

0.04x

Higher debt load relative to revenue than 10% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$394,478

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

92nd percentile

29%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

87th percentile

61%

Faster revenue growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Assets

Up

$23,194,630

Up $5,217,119 (+29%) from 2012

Net Assets

Up

$20,783,350

Up $6,852,067 (+49%) from 2012

Liabilities

Down

$2,411,280

Down $1,634,948 (-40%) from 2012

Revenue

Up

$55,816,015

Up $21,068,357 (+61%) from 2012

Expenses

Up

$48,963,948

Up $9,448,910 (+24%) from 2012

Net Income

Up

$6,852,067

Up $11,619,447 (+244%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $11,248,893Liabilities 2011: $7,950,130Net Assets 2011: $3,298,7632011Assets 2012: $17,977,511Liabilities 2012: $4,046,228Net Assets 2012: $13,931,2832012Assets 2013: $23,194,630Liabilities 2013: $2,411,280Net Assets 2013: $20,783,3502013Assets 2014: $30,836,443Liabilities 2014: $2,809,073Net Assets 2014: $28,027,3702014Assets 2015: $49,727,731Liabilities 2015: $3,640,222Net Assets 2015: $46,087,5092015Assets 2016: $51,694,065Liabilities 2016: $2,802,540Net Assets 2016: $48,891,5252016Assets 2017: $48,056,842Liabilities 2017: $3,918,296Net Assets 2017: $44,138,5462017Assets 2018: $37,527,930Liabilities 2018: $3,963,311Net Assets 2018: $33,564,6192018Assets 2019: $31,997,020Liabilities 2019: $2,722,290Net Assets 2019: $29,274,7302019Assets 2020: $29,245,340Liabilities 2020: $3,645,028Net Assets 2020: $25,600,3122020Assets 2021: $26,216,573Liabilities 2021: $1,777,224Net Assets 2021: $24,439,3492021Assets 2022: $22,517,018Liabilities 2022: $1,871,986Net Assets 2022: $20,645,0322022Assets 2023: $28,306,279Liabilities 2023: $1,133,404Net Assets 2023: $27,172,8752023Assets 2024: $25,056,130Liabilities 2024: $503,869Net Assets 2024: $24,552,2612024

Highlighted filing

2013

Assets$23,194,630
Liabilities$2,411,280
Net Assets$20,783,350

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $32,706,820Expenses 2011: $33,167,783Net Income 2011: -$460,9632011Revenue 2012: $34,747,658Expenses 2012: $39,515,038Net Income 2012: -$4,767,3802012Revenue 2013: $55,816,015Expenses 2013: $48,963,948Net Income 2013: $6,852,0672013Revenue 2014: $38,052,136Expenses 2014: $30,808,116Net Income 2014: $7,244,0202014Revenue 2015: $53,114,819Expenses 2015: $35,054,680Net Income 2015: $18,060,1392015Revenue 2016: $39,280,029Expenses 2016: $36,491,366Net Income 2016: $2,788,6632016Revenue 2017: $36,158,899Expenses 2017: $41,053,204Net Income 2017: -$4,894,3052017Revenue 2018: $35,248,643Expenses 2018: $46,107,302Net Income 2018: -$10,858,6592018Revenue 2019: $40,627,447Expenses 2019: $45,205,706Net Income 2019: -$4,578,2592019Revenue 2020: $32,914,864Expenses 2020: $36,652,247Net Income 2020: -$3,737,3832020Revenue 2021: $26,013,416Expenses 2021: $27,175,838Net Income 2021: -$1,162,4222021Revenue 2022: $17,502,087Expenses 2022: $21,458,846Net Income 2022: -$3,956,7592022Revenue 2023: $27,819,675Expenses 2023: $22,085,612Net Income 2023: $5,734,0632023Revenue 2024: $13,308,992Expenses 2024: $16,817,650Net Income 2024: -$3,508,6582024

Highlighted filing

2013

Revenue$55,816,015
Expenses$48,963,948
Net Income$6,852,067
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Dec 24, 2014
Return Version
2013v4.0
Gross Receipts
$55,816,015
Mission and Program Overview

Mission

THE MISSION OF National Math & Science Initiative Inc (NMSI) IS TO SIGNIFICANTLY IMPROVE STUDENT OPPORTUNITIES AND ACHIEVEMENT BY ADVANCING STEM TEACHING AND LEARNING.

The mission of nmsi is to advance math and science education in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,986,084$9,747,955▲ $3,761,871
Cash and Non-Interest-Bearing Accounts$4,273,981$6,833,850▲ $2,559,869
Pledges and Grants Receivable$4,259,956$3,221,030▼ $1,038,926
Accounts Receivable$1,157,813$2,456,287▲ $1,298,474
Land, Buildings, and Equipment, Net$1,356,296$809,837▼ $546,459
Investments in Publicly Traded Securities$685,565$0▼ $685,565
Prepaid Expenses and Deferred Charges$234,816$125,671▼ $109,145
Inventories for Sale or Use$23,000$0▼ $23,000
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$17,977,511$23,194,630▲ $5,217,119
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,122,224$1,564,439▼ $1,557,785
Deferred Revenue$924,004$846,841▼ $77,163
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,046,228$2,411,280▼ $1,634,948
Net Assets / Fund Balance
Temporarily Rstr Net Assets$10,028,446$16,000,738▲ $5,972,292
Unrestricted Net Assets$3,902,837$4,782,612▲ $879,775
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$13,931,283$20,783,350▲ $6,852,067
Total Liabilities and Net Assets / Fund Balance$17,977,511$23,194,630▲ $5,217,119

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$757,547$3,483,482$4,241,029
Leasehold Improvements$51,549$50,154$101,703
Other Land Buildings$741$6,934$7,675
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara TuckerCEOFT$384,583$9,895$394,478
Dr Bruce AlbertsDirector-$384,583$9,895$394,478
Gregg FleisherCAOFT$278,250$30,237$308,487
Carolyn Bacon DicksonDirector-$278,250$30,237$308,487
David SabaCOOFT$253,532$29,208$282,740
Dr Bernard HarrisDirector-$253,532$29,208$282,740
Ronda BrandonDirector Teacher TrainingFT$166,377$15,113$181,490
Arthur RyanDirector-$166,377$15,113$181,490
Jullie MccormickScience Contact DirectorFT$156,000$19,310$175,310
Shirley MalcomDirector-$156,000$19,310$175,310
Marcus LingenfelterVP GOV'T RELATIONSFT$141,850$23,899$165,749
Dr Ray JohnsonDirector-$141,850$23,899$165,749
Robin RobinsonControllerFT$143,125$21,223$164,348
Dr Beverly TatumDirector-$143,125$21,223$164,348
Dale FleuryAptip Regional DirectorFT$142,899$21,209$164,108
Mary Ann RankinDirector-$142,899$21,209$164,108
Kathryn AllenVP DevelopmentFT$143,188$18,134$161,322
Dr Charles VestDirector-$143,188$18,134$161,322
Brian LeeSystem ArchitectFT$134,800$20,723$155,523
Dr Roy VagelosDirector-$134,800$20,723$155,523
Kenneth CohenDirector-$106,633$13,996$120,629
Nancy GrasmickDirector-$109,940$9,675$119,615
Norman AugustineDirector-$55,500$6,616$62,116

Board Members and Trustees

NameTitle
Tom LuceCEO and Director
David ColemanDirector
Tom ArseneaultDirector
Timothy PylateFundraising Director
Patricia PickardCFO
Tammy KnappCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Duberstein Group LLCLobbying-$165,245
Kpmg LLPAccounting-$146,828
Southwest SearchTemp Employee Serv-$145,761
John WinnProgram Consultant-$113,625
Morris And BergerExec. Search-$102,329
Revenue and Support

Revenue Composition

Contributions and Grants
$48,384,204
Program Service Revenue
$7,429,205
Investment Income
$2,606
Other Revenue
$0
All Other Contributions
$41,035,000
Change in Net Assets
$6,852,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$55,816,015
Total Revenue per Audited Statements
$55,816,015
Total Revenue per Form 990
$55,816,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,130,848
Other Expenses$17,708,904
Salaries, Compensation, and Employee Benefits$10,124,196
Total Fundraising Expense$1,985,936
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,130,848--$21,130,848
Other Salaries and Wages$5,757,511$1,060,742$919,998$7,738,251
Other Expenses$6,688,933--$6,688,933
Occupancy$824,453$318,464$202,867$1,345,784
Travel$602,651$257,524$223,910$1,084,085
Fees for Services Other$640,106$284,700$148,669$1,073,475
Current Officers, Directors, Trustees, and Key Employees-$1,040,711-$1,040,711
Depreciation Depletion$449,578$143,549$93,619$686,746
Payroll Taxes$440,450$160,761$70,380$671,591
Other Employee Benefits$217,247$194,765$76,418$488,430
Fees for Services Management$113,625$167,612$50,106$331,343
Fees for Services Accounting$23,888$292,936-$316,824
Pension Plan Contributions$88,091$62,398$34,724$185,213
Fees for Services Lobbying--$165,245$165,245
Fees for Services Legal$55,963$9,882-$65,845
Total Functional Expenses$42,983,968$3,994,044$1,985,936$48,963,948

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$48,963,948
Total Expenses per Audited Statements$48,963,948
Total Expenses per Form 990$48,963,948
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
61-1135362-501(c)(3)Ap Program$1,797,406
35-0818188-501(c)(3)Ap Program$1,550,349
26-1597530-501(c)(3)Ap Program$1,215,206
26-0632787-501(c)(3)Ap Program$1,037,435
74-2579628-State of AzUteach Program$1,000,000
94-6002123-State of CAUteach Program$1,000,000
95-2226406-State of CAUteach Program$1,000,000
59-6002052-State of FlUteach Program$1,000,000
61-1358086-State of KyUteach Program$1,000,000
72-6000848-State of LaUteach Program$1,000,000
23-1365971-State of PaUteach Program$1,000,000
75-6000121-State of TXUteach Program$1,000,000
74-6001399-State of TXUteach Program$1,000,000
74-6002149-State of TXUteach Program$1,000,000
59-1961248-State of FlUteach Program$998,804
84-6000555-State of CoUteach Program$903,115
04-3369687-501(c)(3)Ap Program$894,324
26-0704109-501(c)(3)Ap Program$646,923
06-1023768-501(c)(3)Ap Program$550,000
63-1050676-501(c)(3)Ap Program$443,323
75-6000121-State of TXUteach Program$350,000
34-0966056-State of OhUteach Program$345,470
71-6003252-State of ArUteach Program$164,000
48-0680117-State of KsUteach Program$133,425
36-3354458-501(c)(3)Ap Program$67,068
71-6001828-State of ArUteach Program$34,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
11-3769438
In Care Of
% TAMMY KNAPP
Phone
2143461200

Signing Officer

Name
Tammy Knapp
Title
Chief Financial Officer
Phone
2143461200
Signed
2014-12-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Tucker CEO
Formed
2006
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
122
Volunteers
16

Preparer

Preparer
405-239-6411
Phone
2143461200
Supplemental Narrative

Additional Explanations

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 620 schools across 26 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 6,000 students on 34 campuses. In 2013, 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 for teachers of any level, 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.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$0.50$24.6$13.3$16.8$3.51
2023Detailed filing. Detailed filing data is available for this year.$28.3$1.13$27.2$27.8$22.1$5.73
2022Detailed filing. Detailed filing data is available for this year.$22.5$1.87$20.6$17.5$21.5$3.96
2021Detailed filing. Detailed filing data is available for this year.$26.2$1.78$24.4$26.0$27.2$1.16
2020Detailed filing. Detailed filing data is available for this year.$29.2$3.65$25.6$32.9$36.7$3.74
2019Detailed filing. Detailed filing data is available for this year.$32.0$2.72$29.3$40.6$45.2$4.58
2018Detailed filing. Detailed filing data is available for this year.$37.5$3.96$33.6$35.2$46.1$10.9
2017Detailed filing. Detailed filing data is available for this year.$48.1$3.92$44.1$36.2$41.1$4.89
2016Detailed filing. Detailed filing data is available for this year.$51.7$2.80$48.9$39.3$36.5$2.79
2015Detailed filing. Detailed filing data is available for this year.$49.7$3.64$46.1$53.1$35.1$18.1
2014Detailed filing. Detailed filing data is available for this year.$30.8$2.81$28.0$38.1$30.8$7.24
2013Detailed filing. Detailed filing data is available for this year.$23.2$2.41$20.8$55.8$49.0$6.85
2012Summary only. Only limited summary data is available for this year.$18.0$4.05$13.9$34.7$39.5$4.77
2011Summary only. Only limited summary data is available for this year.$11.2$7.95$3.30$32.7$33.2$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $50M-$100M nonprofits