Civic Intelligence

Change the Equation Inc

990 • Fiscal year 2014 • EIN 27-2107952

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileWWW.CHANGETHEEQUATION.ORG

View Organization Page

1101 K Street NW No 610Washington, DC 20005

(202) 626-5740

Siviq Scores

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

Liabilities / Assets

57th percentile

0.16x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$283,855

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

15th percentile

-7.6%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,238,112

Down $346,196 (-7.6%) from 2013

Net Assets

Down

$3,547,199

Down $321,463 (-8.3%) from 2013

Liabilities

Down

$690,913

Down $24,733 (-3.5%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin15th percentile

Revenue

Down

$1,901,095

Down $296,996 (-14%) from 2013

Expenses

Up

$2,222,558

Up $513,724 (+30%) from 2013

Net Income

Down

-$321,463

Down $810,720 (-166%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,369,803Liabilities 2010: $2,535,297Net Assets 2010: $1,834,5062010Assets 2011: $5,506,107Liabilities 2011: $2,084,175Net Assets 2011: $3,421,9322011Assets 2013: $4,584,308Liabilities 2013: $715,646Net Assets 2013: $3,868,6622013Assets 2014: $4,238,112Liabilities 2014: $690,913Net Assets 2014: $3,547,1992014Assets 2015: $3,203,020Liabilities 2015: $485,347Net Assets 2015: $2,717,6732015Assets 2016: $2,561,784Liabilities 2016: $232,145Net Assets 2016: $2,329,6392016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$4,238,112
Liabilities$690,913
Net Assets$3,547,199
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,055,2052010Expenses 2011: $1,901,1412011Revenue 2013: $2,198,091Expenses 2013: $1,708,834Net Income 2013: $489,2572013Revenue 2014: $1,901,095Expenses 2014: $2,222,558Net Income 2014: -$321,4632014Revenue 2015: $1,358,311Expenses 2015: $2,187,837Net Income 2015: -$829,5262015Revenue 2016: $1,298,603Expenses 2016: $1,686,637Net Income 2016: -$388,0342016Revenue 2017: $333,179Expenses 2017: $2,662,818Net Income 2017: -$2,329,6392017

Highlighted filing

2014

Revenue$1,901,095
Expenses$2,222,558
Net Income-$321,463
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$1,901,095
Mission and Program Overview

Mission

Change the equation's (cteq) mission is to create widespread literacy in science, technology, engineering and mathematics (stem) as an investment in our nation that empowers us all. Cteq helps to engage young people, in particular, underrepresented groups, in stem learning that will enable them to succeed in post-secondary education, hold rewarding jobs, and participate fully as citizens.

Change the equation works at the intersection of business and education to ensure that all students are stem literate by collaborating with schools, communities, and states to adopt and implement excellent stem policies and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$3,000,000-
Cash and Non-Interest-Bearing Accounts$4,134,562$534,797▼ $3,599,765
Pledges and Grants Receivable$1,000$350,000▲ $349,000
Land, Buildings, and Equipment, Net$317,024$161,439▼ $155,585
Accounts Receivable$63,487$120,705▲ $57,218
Intangible Assets$60,574$55,137▼ $5,437
Prepaid Expenses and Deferred Charges$7,661$16,034▲ $8,373
Total Assets$4,584,308$4,238,112▼ $346,196
Liabilities
Deferred Revenue$615,417$415,833▼ $199,584
Accounts Payable and Accrued Expenses$100,229$275,080▲ $174,851
Total Liabilities$715,646$690,913▼ $24,733
Net Assets / Fund Balance
Unrestricted Net Assets$3,868,662$3,197,199▼ $671,463
Temporarily Rstr Net Assets-$350,000-
Total Net Assets Fund Balance$3,868,662$3,547,199▼ $321,463
Total Liabilities and Net Assets / Fund Balance$4,584,308$4,238,112▼ $346,196

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$161,439$359,799$521,238
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda RosenChief Executive OfficerFT$267,110$16,745$283,855
Claus Von ZastrowChief Operating OfficerFT$143,208$30,990$174,198
Christina GordonDirector of CommunicationsFT$124,095$25,121$149,216

Board Members and Trustees

NameTitle
Craig R BarrettChair
Ellen KullmanDirector
Richard C AdkersonDirector
Rob MarcusDirector
Ursula M BurnsDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Social DriverStrategic Consultation1030 15TH ST NW SUITE 105W, Washingtong, DC 20005$160,600
West EdResearch/evaluation730 HARRISON STREET, San Francisco, CA 94107$154,919
Revenue and Support

Revenue Composition

Contributions and Grants
$1,894,088
Program Service Revenue
$0
Investment Income
$7,007
Other Revenue
$0
All Other Contributions
$355,338
Change in Net Assets
$-321,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,901,095
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,901,095
Total Revenue per Form 990
$1,901,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,260,218
Salaries, Compensation, and Employee Benefits$962,340
Total Fundraising Expense$75,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$437,755$44,032$28,572$510,359
Fees for Services Other$496,140$2,062$1,500$499,702
Other Salaries and Wages$276,972$61,548$15,673$354,193
Occupancy$152,956$23,039$9,612$185,607
Depreciation Depletion$136,857$20,615$8,600$166,072
Information Technology$142,387$397$2,760$145,544
Conferences and Meetings$119,757$1,989$1,864$123,610
Payroll Taxes$41,136$7,287$2,934$51,357
Office Expenses$45,884$1,810$646$48,340
Fees for Services Accounting$2,587$35,795$163$38,545
Other Employee Benefits$22,507$3,987$1,606$28,100
Pension Plan Contributions$14,683$2,601$1,047$18,331
Travel$17,604$624-$18,228
Fees for Services Legal-$8,230-$8,230
Insurance$2,576$388$162$3,126
Other Expenses$1,203$1,115$675$1,115
Total Functional Expenses$1,929,076$217,668$75,814$2,222,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,222,558
Total Expenses per Audited Statements$2,222,558
Total Expenses per Form 990$2,222,558
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“After approval by change the equation's ceo and coo/director of research, cteq's form 990 is filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Every cteq board member and officer annually signs a statement affirming that he or she (i.) has received a copy of the conflict of interest policy and (ii.) will comply with the policy. With respect to any board discussion or decision involving matters covered by this policy, the minutes of the board meeting at which such discussion or decision take place must reflect in detail the board deliberations and the voting process, specifically indicating that the director or officer whose situation was considered was not present in the room either during the discussion or for the vote. In addition, any market data or information considered by the board in approving or disapproving a proposed transaction covered by this policy must be attached to the minutes of the board meeting at which such consideration took place.”

Form 990, Part VI, Section B, Line 15

“The founding members of cteq retained the services of terra search partners, an executive search firm headquartered in california. Part of the practice of this search firm includes non-profits; the person leading the search for cteq presented comparable salary data for the ceo position to the founding members, who settled on the final amount. The gates foundation donated the services of the monitor group to help conceptualize staffing needs of the new organization and recommended associated compensation for each position. Once the benchmark salary level was set for the ceo, recommendations from the monitor group, experience and existing compensation levels of the individuals being hired were considered in making salary offers.”

Form 990, Part VI, Section C, Line 19

“Cteq makes its governing documents, conflict of interest policy and financial statements available for public inspection upon request. In addition, change the equation will maintain its form 990 in guidestar's database of information on non-profit organizations.”

Filing and Contact Details

Filer

Filer Name
Change the Equation Inc
EIN
27-2107952
Phone
2026265740
Address
1101 K STREET NW NO 610, WASHINGTON, DC 20005

Signing Officer

Name
Linda P Rosen Phd
Title
Chief Executive Officer
Phone
2026265740
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda P Rosen Phd
Formed
2010
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
5

Preparer

Firm
Kendall Prebola and Jones LLC
Address
PO BOX 259, BEDFORD, PA 15522-0259
Preparer
Richard M Jonescpa
Phone
8146231880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultant and public relation fees: program service expenses 496,140. Management and general expenses 2,062. Fundraising expenses 1,500. Total expenses 499,702.”

Financial Statement Notes

PART X, LINE 2:

“In june 2006, the financial accounting standards board (fasb) issued fasb asc no. 740-10 [formerly interpretation no. 48 (fin 48)], accounting for uncertainty in income taxes, which is an interpretation of asc 740's (formerly sfas no. 109), accounting for income taxes. Fasb asc no. 740-10 clarifies the accounting for uncertainty in income taxes recognized in the organization's financial statements in accordance with asc 740's and prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Fasb asc no. 740-10 requires the evaluation of tax positions taken or expected to be taken in the course of preparing the organization's tax return to determine whether the tax positions have a "more-likely-than-not" probability of being sustained by the applicable tax authority. The organization performed an evaluation of uncertain tax positions for the year ended december 31, 2014, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. As of december 31, 2014, the statute of limitations for tax years 2011 through 2013 remains open with the u.s. Federal jurisdiction or the various states and local jurisdictions in which the organization files tax returns. It is the organization's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in income tax expense. As of december 31, 2014, the organization had no accruals for interest and/or penalties.”

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IRS990/ActivityOrMissionDesc0CHANGE THE EQUATION WORKS AT THE INTERSECTION OF BUSINESS AND EDUCATION TO ENSURE THAT ALL STUDENTS ARE STEM LITERATE BY COLLABORATING WITH SCHOOLS, COMMUNITIES, AND STATES TO ADOPT AND IMPLEMENT EXCELLENT STEM POLICIES AND PROGRAMS.
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IRS990/Desc0INCREASE ROICTEQ WORKS WITH ITS MEMBER COMPANIES TO INCREASE THEIR COLLECTIVE IMPACT OF THEIR PHILANTHROPY ON STEM LEARNING IN THE UNITED STATES. A MAJOR STRATEGY FOR DOING SO IS RALLYING COMPANIES AROUND PROGRAMS THAT ARE MOST LIKELY TO HAVE A BIG IMPACT ON YOUNG PEOPLE'S PERFORMANCE OR INTEREST IN STEM. IN 2014, CTEQ MEMBER COMPANIES INVESTED ROUGHLY $24 MILLION IN PROGRAMS CTEQ HAD IDENTIFIED AS AMONG THE MOST EFFECTIVE IN THE NATION. THIS INVESTMENT BROUGHT THESE PROGRAMS TO 330,000 MORE YOUNG PEOPLE ACROSS THE COUNTRY.THIS EFFORT BEGAN IN 2010-2011, WHEN CTEQ WORKED WITH A COMMITTEE OF REPRESENTATIVES FROM MEMBER COMPANIES TO CREATE A SET OF "DESIGN PRINCIPLES FOR EFFECTIVE STEM PHILANTHROPY," TOGETHER WITH A RUBRIC TO HELP COMPANIES APPLY THE PRINCIPLES. THESE TOOLS HELP MEMBER COMPANIES EXAMINE THEIR OWN PRACTICE AND INCREASE THE IMPACT OF THE RESOURCES THEY DEVOTE TO IMPROVING LEARNING IN STEM. IN 2012, CTEQ EXPANDED ITS PHILANTHROPY WORK CREATING STEMWORKS, A SEARCHABLE DATABASE OF STEM LEARNING PROGRAMS THAT MEASURE UP TO THE DESIGN PRINCIPLES. CTEQ CONTRACTS WITH WESTED, A RESEARCH AND EVALUATION NONPROFIT, TO EVALUATE PROGRAMS AGAINST THE RUBRIC. ONLY PROGRAMS THAT MEET A HIGH BAR ARE ADMITTED TO STEMWORKS. THERE ARE CURRENTLY MORE THAN 60 PROGRAMS IN STEMWORKS. MORE THAN A DOZEN OF THESE ARE "PROMISING," WHICH MEANS THEY HAVE THE POTENTIAL TO MEET STEMWORKS'S HIGH BAR WITH FURTHER DEVELOPMENT. LESS THAN 30 PERCENT OF STEMWORKS APPLICANTS HAVE BEEN ADMITTED.IN 2014, CTEQ ALSO HAD PARTNERSHIPS WITH ORGANIZATIONS IN TWO STATES-ARIZONA AND IOWA-TO LAUNCH STATE-SPECIFIC STEMWORKS INITIATIVES. IN EACH CASE CTEQ HELPED STATE ORGANIZATIONS BUILD THE CAPACITY TO REVIEW STEM PROGRAMS IN THEIR STATES FOR ADMISSION TO THE DATABASE. PROGRAMS CHOSEN THROUGH THE IOWA PROCESS IN 2014 WERE ELIGIBLE FOR MILLIONS OF DOLLARS IN STATE AND PRIVATE FUNDING TO EXPAND THEM THROUGH THE STATE. IN 2014, CTEQ AND COLORADO STEM ANNOUNCED AN AGREEMENT TO LAUNCH A COLORADO STEMWORKS INITIATIVE IN 2015. TO INSPIRE CTEQ MEMBER COMPANIES TO SUPPORT STEMWORKS PROGRAMS, CTEQ HELD A LARGE MAY MEETING OF ITS MEMBERS AND REPRESENTATIVES FROM STEMWORKS ORGANIZATIONS. THE MEETING FOCUSED ON THE IMPACT OF STEMWORKS PROGRAMS, THE IMPORTANCE OF STRATEGIC PHILANTHROPY THAT ENSURED RETURN ON INVESTMENT, AND CHANGE THE EQUATION'S PLANS TO EXPAND THE REACH AND IMPACT OF THE NATION'S MOST EFFECTIVE STEM PROGRAMS. VICE PRESIDENT JOE BIDEN WAS A KEYNOTE SPEAKER.IN NOVEMBER, PRESIDENT OBAMA PUBLICLY ACKNOWLEDGED THE "EXTRAORDINARY" ACCOMPLISHMENT OF CTEQ MEMBERS IN REACHING MORE THAN 330,000 MORE YOUNG PEOPLE THROUGH THE NATION'S MOST EFFECTIVE STEM PROGRAMS. IN MARCH 2015, THE PRESIDENT ECHOED A NEW CTEQ GOAL IN PUBLIC COMMENTS AT THE WHITE HOUSE SCIENCE FAIR: THAT CHANGE THE EQUATION WOULD REACH AN ADDITIONAL 1.5 MILLION YOUNG PEOPLE WITH EXCELLENT STEM OPPORTUNITIES IN 2015.
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IRS990/MissionDesc0CHANGE THE EQUATION WORKS AT THE INTERSECTION OF BUSINESS AND EDUCATION TO ENSURE THAT ALL STUDENTS ARE STEM LITERATE BY COLLABORATING WITH SCHOOLS, COMMUNITIES, AND STATES TO ADOPT AND IMPLEMENT EXCELLENT STEM POLICIES AND PROGRAMS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ELEVATE UNIVERSAL STEM LITERACYCHANGE THE EQUATION IS COMMITTED TO AMPLIFYING THE VOICE OF BUSINESS LEADERS TO PROMOTE SOUND STATE-LEVEL POLICY AND PRACTICE THAT STRENGTHENS STEM LEARNING FOR ALL STUDENTS. CTEQ ARMS ADVOCATES FOR STEM LEARNING WITH STATE AND NATIONAL DATA ON THE CONDITION OF STEM LEARNING, ALONG WITH RECOMMENDATIONS FOR RESEARCH-BASED POLICIES AND PRACTICES TO IMPROVE YOUNG PEOPLE'S STEM LITERACY.CHANGE THE EQUATION'S ROBUST, STATE-BY-STATE "VITAL SIGNS" REPORTS, WHICH PRESENT MORE THAN 50 INDICATORS FOR EACH STATE IN THE COUNTRY, PROVIDE THE RICHEST, MOST COMPLETE STATE-BY-STATE INFORMATION ON STEM LEARNING EVER ASSEMBLED. THEY COMBINE PUBLICLY AVAILABLE DATA WITH NEW DATA GLEANED FROM NEW SOURCES OR REANALYSIS OF DATA IN EXISTING SOURCES. THE DATA ARE AVAILABLE IN BRIEF PRINTED REPORTS AS WELL AS IN AN INTERACTIVE WEBSITE THAT WILL ALLOW VISITORS TO EXPLORE STATE-BY-STATE DATA IN MORE DEPTH. CTEQ VITAL SIGNS DATA HAVE BEEN CITED BY DOZENS OF NATIONAL AND STATE MEDIA OUTLETS ACROSS THE COUNTRY, AND NATIONAL LEGISLATORS, STATE LEGISLATORS, CEOS, AND AT LEAST TWO GOVERNORS HAVE USED THEM TO ADVOCATE FOR GREATER FOCUS ON STEM LEARNING.IN 2014, CTEQ EMBARKED ON AN OVERHAUL OF THE VITAL SIGNS WEBSITE WHICH WILL PRESENT THE DATA MORE CLEARLY, MAKE THE SITE EASIER TO USE, AND DRAW STRONGER CONNECTIONS BETWEEN THE PROBLEMS HIGHLIGHTED IN THE DATA AND SOLUTIONS TO THOSE PROBLEMS COMPANIES CAN SUPPORT.IN 2014, CTEQ UPDATED VITAL SIGNS WITH NEW DATA AS THEY BECAME AVAILABLE. IN ADDITION, CTEQ PRODUCED NEW VITAL SIGNS BRIEFS THAT FOCUSED ON CRITICAL ISSUES. OIN JANUARY 2014, CTEQ RELEASED AN INFOGRAPHIC ON SCIENCE EDUCATION HIGHLIGHTING NEW VITAL SIGNS DATA ON HOW LITTLE TIME ELEMENTARY SCHOOLS SPEND ON SCIENCE.OIN FEBRUARY 2014, CTEQ RELEASED ENGINEERING EMERGENCY, A NEW ANALYSIS OF GOVERNMENT DATA THAT SHOWED AFRICAN AMERICANS IN PARTICULAR LOSING GROUND IN ENGINEERING. THE BRIEF EXPLORED THE BARRIERS IN K-12 THAT KEPT AFRICAN AMERICANS AND OTHER PEOPLE OF COLOR FROM PURSUING CAREERS IN ENGINEERING.OIN SEPTEMBER 2014, CTEQ RELEASED STEM SPRINGBOARD, AN INFOGRAPHIC WITH NEW DATA DEMONSTRATING THAT STEM GRADUATES ARE NOT ONLY MUCH MORE LIKELY THAN GRADUATES IN OTHER FIELDS TO LAND JOBS SOON AFTER THEY GRADUATE BUT ALSO MORE LIKELY TO BE WELL PAID AND USE THEIR STEM SKILLS IN THEIR JOBS.OIN DECEMBER 2014, CTEQ AND BUSINESS ROUNDTABLE (BRT) RELEASED SOLVING THE STEM SKILLS GAP, AN INFOGRAPHIC DETAILING THE RESULTS OF A NEW SURVEY CTEQ AND BRT OF CEOS IN THEIR COMBINED MEMBERSHIP. THE SURVEY CONFIRMED THAT BUSINESSES CAN'T FIND PEOPLE WITH THE STEM KNOWLEDGE AND SKILLS THEY NEED. IN FACT, IT FOUND THAT A LARGE PROPORTION OF JOB APPLICANTS LACK EVEN BASIC STEM SKILLS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0480256
IRS990/ProgSrvcAccomActy3Grp/Desc0ENSURE HIGH STANDARDSIN 2014, CTEQ ADVOCATED FOR RAISING STATES' ACADEMIC STANDARDS-OR PRESERVING STATE STANDARDS THAT ARE ALREADY HIGH. OUR EFFORTS INCLUDED PUBLIC ADVOCACY FOR STANDARDS AND EFFORTS TO SUPPORT OTHER HIGH STANDARDS ADVOCATES BEHIND THE SCENES. CTEQ CEO LINDA ROSEN PUBLISHED A SERIES OF ARTICLES IN THE HUFFINGTON POST TO PUNCTURE PREVALENT NEGATIVE MYTHS ABOUT COMMON CORE, AND CTEQ STAFF SUPPLIED VITAL SIGNS DATA TO UNDERSCORE THE NEED FOR HIGHER STANDARDS IN STATES ACROSS THE COUNTRY. MANAGEMENT HAS ELECTED TO PREPARE A SCHEDULE OF FUNCTIONAL EXPENSES THAT IS PRESENTED AS SUPPLEMENTAL INFORMATION TO THE FINANCIAL STATEMENTS. THE SCHEDULE OF FUNCTIONAL EXPENSES PRESENTS AN ALLOCATION OF EACH EXPENSE CATEGORY BETWEEN PROGRAM SERVICES, MANAGEMENT AND GENERAL, AND FUNDRAISING ACTIVITIES. PROGRAM SERVICE COSTS PERTAIN TO CREATING LITERACY IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH. MANAGEMENT AND GENERAL COSTS PERTAIN TO SUPPORTING ACTIVITIES. FUNDRAISING EXPENSES RELATE TO FUNDRAISING ACTIVITIES SUCH AS GENERATING CONTRIBUTIONS AND GRANTS.MANAGEMENT HAS ESTABLISHED FUNCTIONAL EXPENSE ALLOCATION POLICIES AND PROCEDURES BASED ON A REASONABLE ANALYSIS OF COST DRIVERS AND REASONABLE ALLOCATION ESTIMATES BASED ON FINANCIAL RESULTS AND INDUSTRY STANDARDS.DIRECT COSTS, WHERE IDENTIFIABLE, ARE ALLOCATED IN WHOLE TO THE APPROPRIATE FUNCTIONAL CATEGORY. PERSONNEL EXPENSES FOR SALARIES, PAYROLL TAXES AND EMPLOYEE BENEFIT PLANS ARE ALLOCATED BASED ON JOB DESCRIPTIONS AND MANAGEMENT ESTIMATES OF TIME SPENT ON PARTICULAR ACTIVITIES. OTHER EXPENSES THAT ARE NOT DIRECTLY IDENTIFIABLE BY PROGRAM ARE ALLOCATED BASED ON MANAGEMENT ESTIMATES OF USE OF RESOURCES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10 [FORMERLY INTERPRETATION NO. 48 (FIN 48)], ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740'S (FORMERLY SFAS NO. 109), ACCOUNTING FOR INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740'S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A "MORE-LIKELY-THAN-NOT" PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2011 THROUGH 2013 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2014, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LINDA ROSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CLAUS VON ZASTROW
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER APPROVAL BY CHANGE THE EQUATION'S CEO AND COO/DIRECTOR OF RESEARCH, CTEQ'S FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY CTEQ BOARD MEMBER AND OFFICER ANNUALLY SIGNS A STATEMENT AFFIRMING THAT HE OR SHE (I.) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND (II.) WILL COMPLY WITH THE POLICY. WITH RESPECT TO ANY BOARD DISCUSSION OR DECISION INVOLVING MATTERS COVERED BY THIS POLICY, THE MINUTES OF THE BOARD MEETING AT WHICH SUCH DISCUSSION OR DECISION TAKE PLACE MUST REFLECT IN DETAIL THE BOARD DELIBERATIONS AND THE VOTING PROCESS, SPECIFICALLY INDICATING THAT THE DIRECTOR OR OFFICER WHOSE SITUATION WAS CONSIDERED WAS NOT PRESENT IN THE ROOM EITHER DURING THE DISCUSSION OR FOR THE VOTE. IN ADDITION, ANY MARKET DATA OR INFORMATION CONSIDERED BY THE BOARD IN APPROVING OR DISAPPROVING A PROPOSED TRANSACTION COVERED BY THIS POLICY MUST BE ATTACHED TO THE MINUTES OF THE BOARD MEETING AT WHICH SUCH CONSIDERATION TOOK PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDING MEMBERS OF CTEQ RETAINED THE SERVICES OF TERRA SEARCH PARTNERS, AN EXECUTIVE SEARCH FIRM HEADQUARTERED IN CALIFORNIA. PART OF THE PRACTICE OF THIS SEARCH FIRM INCLUDES NON-PROFITS; THE PERSON LEADING THE SEARCH FOR CTEQ PRESENTED COMPARABLE SALARY DATA FOR THE CEO POSITION TO THE FOUNDING MEMBERS, WHO SETTLED ON THE FINAL AMOUNT. THE GATES FOUNDATION DONATED THE SERVICES OF THE MONITOR GROUP TO HELP CONCEPTUALIZE STAFFING NEEDS OF THE NEW ORGANIZATION AND RECOMMENDED ASSOCIATED COMPENSATION FOR EACH POSITION. ONCE THE BENCHMARK SALARY LEVEL WAS SET FOR THE CEO, RECOMMENDATIONS FROM THE MONITOR GROUP, EXPERIENCE AND EXISTING COMPENSATION LEVELS OF THE INDIVIDUALS BEING HIRED WERE CONSIDERED IN MAKING SALARY OFFERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CTEQ MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, CHANGE THE EQUATION WILL MAINTAIN ITS FORM 990 IN GUIDESTAR'S DATABASE OF INFORMATION ON NON-PROFIT ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANT AND PUBLIC RELATION FEES: PROGRAM SERVICE EXPENSES 496,140. MANAGEMENT AND GENERAL EXPENSES 2,062. FUNDRAISING EXPENSES 1,500. TOTAL EXPENSES 499,702.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,238,112
Liabilities
$690,913
Net assets
$3,547,199
Revenue
$1,901,095
Expenses
$2,222,558
Net income
-$321,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$2.66$2.33
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.23$2.33$1.30$1.69$0.39
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.49$2.72$1.36$2.19$0.83
2014Detailed filing. Detailed filing data is available for this year.$4.24$0.69$3.55$1.90$2.22$0.32
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.72$3.87$2.20$1.71$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$2.08$3.42$1.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$2.54$1.83$1.06
Peer Organizations

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