Civic Intelligence

Change the Equation Inc

990 • Fiscal year 2015 • EIN 27-2107952

Jan 01, 2015 to Dec 31, 2015 • Filed on May 31, 2016

1101 K Street NWWashington, DC 20005

(202) 626-5740

Siviq Scores

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

Liabilities / Assets

56th percentile

0.15x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.36x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-61%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$400,294

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

5th percentile

-24%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$3,203,020

Down $1,035,092 (-24%) from 2014

Net Assets

Down

$2,717,673

Down $829,526 (-23%) from 2014

Liabilities

Down

$485,347

Down $205,566 (-30%) from 2014

Revenue

Down

$1,358,311

Down $542,784 (-29%) from 2014

Expenses

Down

$2,187,837

Down $34,721 (-1.6%) from 2014

Net Income

Down

-$829,526

Down $508,063 (-158%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$3,203,020
Liabilities$485,347
Net Assets$2,717,673

Operations Trend

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

2015

Revenue$1,358,311
Expenses$2,187,837
Net Income-$829,526
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 31, 2016
Return Version
2015v2.1
Gross Receipts
$1,358,311
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$2,714,276▼ $285,724
Cash and Non-Interest-Bearing Accounts$534,797$216,462▼ $318,335
Accounts Receivable$120,705$88,551▼ $32,154
Pledges and Grants Receivable$350,000$56,284▼ $293,716
Intangible Assets$55,137$49,807▼ $5,330
Prepaid Expenses and Deferred Charges$16,034$39,456▲ $23,422
Land, Buildings, and Equipment, Net$161,439$38,184▼ $123,255
Total Assets$4,238,112$3,203,020▼ $1,035,092
Liabilities
Deferred Revenue$415,833$352,500▼ $63,333
Accounts Payable and Accrued Expenses$275,080$132,847▼ $142,233
Total Liabilities$690,913$485,347▼ $205,566
Net Assets / Fund Balance
Unrestricted Net Assets$3,197,199$2,662,673▼ $534,526
Temporarily Rstr Net Assets$350,000$55,000▼ $295,000
Total Net Assets Fund Balance$3,547,199$2,717,673▼ $829,526
Total Liabilities and Net Assets / Fund Balance$4,238,112$3,203,020▼ $1,035,092

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,184$485,954$524,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda P Rosen PhdCEOFT$275,095$125,199$400,294
Claus Von ZastrowCOOFT$146,122$33,443$179,565
Christina GordonDirector of CommuFT$126,401$25,243$151,644
Christina GordonDirector of Communication-$126,401$25,243$151,644
Diahann Debreaux-wattsDirector of MembeFT$101,973$12,126$114,099

Board Members and Trustees

NameTitle
Craig R BarrettChair
Michael GregoireDirector
Richard C AdkersonDirector
Ursula M BurnsDirector
Rob MarcusDirector - O

Highest Paid Contractors

ContractorServicesLocationCompensation
Social DriverConsulting1030 15TH ST NW SUITE 105W, Washington, DC 20005$211,070
West EdResearch730 HARRISON STREET, San Francisco, CA 94107$157,980
C Fox Communications LLCCommunications7201 WISCONSIN AVE STE 780, Bethesda, MD 20814$138,905
Revenue and Support

Revenue Composition

Contributions and Grants
$1,346,371
Program Service Revenue
$0
Investment Income
$11,940
Other Revenue
$0
All Other Contributions
$136,788
Change in Net Assets
$-829,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,358,311
Total Revenue per Audited Statements
$1,358,311
Total Revenue per Form 990
$1,358,311
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,220,631
Salaries, Compensation, and Employee Benefits$967,206
Total Fundraising Expense$75,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$666,549$16,510$9,526$692,585
Current Officers, Directors, Trustees, and Key Employees$462,586$40,825$26,775$530,186
Other Salaries and Wages$301,279$26,628$17,488$345,395
Occupancy$160,958$14,214$9,327$184,499
Depreciation Depletion$114,708$10,130$6,647$131,485
Payroll Taxes$40,805$3,604$2,366$46,775
Fees for Services Accounting$2,897$36,634$168$39,699
Travel$29,050$311-$29,361
Office Expenses$20,987$1,559$486$23,032
Conferences and Meetings$22,298$233-$22,531
Pension Plan Contributions$19,582$1,729$1,135$22,446
Other Employee Benefits$19,545$1,726$1,133$22,404
Information Technology$15,639$582$383$16,604
Fees for Services Legal$165$4,113-$4,278
Insurance$3,154$278$183$3,615
Other Expenses$1,094$505$109$505
Total Functional Expenses$1,924,993$187,118$75,726$2,187,837

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,187,837
Total Expenses per Audited Statements$2,187,837
Total Expenses per Form 990$2,187,837
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, Page 6, Part VI, Line 11B

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, Page 6, Part VI, 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 mustreflect 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, Page 6, Part VI, Line 15A

The founding members of cteq retained the services of terra search partners, and 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 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, Page 6, Part VI, Line 15B

The board of directors provides the authority to the chief executive officer to determine the salaries for the key employees.

Form 990, Page 6, Part VI, 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, WASHINGTON, DC 20005

Signing Officer

Name
Linda P Rosen Phd
Title
CEO
Phone
0202626574
Signed
2016-05-31

Organization Details

Principal Officer
Linda P Rosen Phd
Formed
2010
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
7
Volunteers
5

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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.

Form 990, Page 2, Part III, Line 4A

Cteq 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 2015, cteq member companies invested tens of millions of dollars in programs cteq had identified as among the most effective in the nation. This investment brought these programs to roughly 545,000 more young people across the country. With cteq support, public/private partnerships scaled these programs to an additional 117,000 young people. 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 by 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 75 programs in stemworks. More than a dozen of these are "promising," which means they have the potential to meet stemworks's high bar if they develop themselves further. Less than 30 percent of stemworks applicants have been admitted as either accomplished or promising programs. Scaling stemworks programs through public/private partnerships in states in 2015, cteq also had partnerships with organizations in three states - arizona, colorado 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 by the iowa governor's stem advisory council through the iowa process received more than 3 million dollars in state funding and hundreds of thousands more dollars from corporate partners in scaling funds. These funds are bringing stemworks programs to nearly 120,000 iowa students and youth. Cteq helped colorado stem use the process to bring seven state programs into the database, and colorado funders awarded grants to help those programs expand through the state. Science foundation arizona completed a second round of stemworks in partnership with change the equation, adding three new programs to the database. In late 2015, cteq began conversations to explore similar partnerships with leading stem organizations in several more states. Providing data to drive decision-making 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 allows 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 2015, cteq completed a complete overhaul of the vital signs website, adding new workforce datapoints for each state, making the site easier to use, and drawing stronger connections between the problems highlighted in the data and solutions companies can support. Visitors to vital signs can download custom charts for any state in the nation. In 2015, cteq updated vital signs with new data as they became available. In addit

Form 990, Page 2, Part III, Line 4B

Expansion of stem-focused schools. At the urging of business and school leaders at the meeting, cteq embarked on an effort to connect students at stem-focused schools to work-based learning opportunities with member companies. In the remainder of the year, cteq brokered connections between businesses and major stem school networks in texas and massachusetts. At the end of 2015, cteq member companies pledged 112,000 hours of stem volunteerism for 2016. That amounts to 14,000 days of stem volunteering that will help thousands of young people see clearer pathways to stem careers. Cteq continues to work with these companies to help them fulfill that pledge.

Form 990, Part IX, Line 11G

Consultants 285,233 1,993 0 public relations 381,316 14,517 9,526

Financial Statement Notes

Schedule D, Page 3, Part X

In june 2006, the financial accounting standards board (fasb) issued fasb asc no. 740-10, accounting for uncertainty in income taxes, which is an interpretation of asc 740, 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, 2015, 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, 2015, the statute of limitations for tax years 2012 through 2014 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, 2015, the organization had no accruals for interest and/or penalties.

Raw XML AppendixShowing 400 of 483 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0275080
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0132847
IRS990/AccountsReceivableGrp/BOYAmt0120705
IRS990/AccountsReceivableGrp/EOYAmt088551
IRS990/ActivitiesConductedPrtshpInd0false
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.
IRS990/AllOtherContributionsAmt0136788
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDA ROSEN
IRS990/BooksInCareOfDetail/PhoneNum02026265740
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01101 K STREET NW SUITE 610
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0534797
IRS990/CashNonInterestBearingGrp/EOYAmt0216462
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt026775
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040825
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0462586
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0530186
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0233
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt022298
IRS990/ConferencesMeetingsGrp/TotalAmt022531
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0211070
IRS990/ContractorCompensationGrp/CompensationAmt1157980
IRS990/ContractorCompensationGrp/CompensationAmt2138905
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01030 15TH ST NW SUITE 105W
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1730 HARRISON STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt27201 WISCONSIN AVE STE 780
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BETHESDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194107
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220814
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SOCIAL DRIVER
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WEST ED
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2C FOX COMMUNICATIONS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1RESEARCH
IRS990/ContractorCompensationGrp/ServicesDesc2COMMUNICATIONS
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01346371
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011940
IRS990/CYOtherExpensesAmt01220631
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-829526
IRS990/CYSalariesCompEmpBnftPaidAmt0967206
IRS990/CYTotalExpensesAmt02187837
IRS990/CYTotalFundraisingExpenseAmt075726
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01358311
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0415833
IRS990/DeferredRevenueGrp/EOYAmt0352500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt06647
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010130
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0114708
IRS990/DepreciationDepletionGrp/TotalAmt0131485
IRS990/Desc0EXPANDING STEM LEARNING OPPORTUNITIES CHANGE THE EQUATION IS COMMITTED TO EXPANDING ACCESS TO THE BEST STEM LEARNING OPPORTUNITIES TO AS MANY CHILDREN AND YOUTH IN THE UNITED STATES AS POSSIBLE. WE DO THIS WORK BY HELPING OUR MEMBER COMPANIES AND OTHER STEM ADVOCATES SCALE THE BEST STEM EDUCATION PROGRAMS NATIONWIDE. OUR EFFORTS IN 2015 HELPED COMPANIES AND THEIR PARTNERS EXPAND EXCELLENT STEM PROGRAMS TO MORE THAN 660,000 CHILDREN AND YOUTH ACROSS THE COUNTRY. RALLYING COMPANIES AROUND EXCELLENT PROGRAMS: CTEQ 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 2015, CTEQ MEMBER COMPANIES INVESTED TENS OF MILLIONS OF DOLLARS IN PROGRAMS CTEQ HAD IDENTIFIED AS AMONG THE MOST EFFECTIVE IN THE NATION. THIS INVESTMENT BROUGHT THESE PROGRAMS TO ROUGHLY 545,000 MORE YOUNG PEOPLE ACROSS THE COUNTRY. WITH CTEQ SUPPORT, PUBLIC/PRIVATE PARTNERSHIPS SCALED THESE PROGRAMS TO AN ADDITIONAL 117,000 YOUNG PEOPLE. 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 BY 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 75 PROGRAMS IN STEMWORKS. MORE THAN A DOZEN OF THESE ARE "PROMISING," WHICH MEANS THEY HAVE THE POTENTIAL TO MEET STEMWORKS'S HIGH BAR IF THEY DEVELOP THEMSELVES FURTHER. LESS THAN 30 PERCENT OF STEMWORKS APPLICANTS HAVE BEEN ADMITTED AS EITHER ACCOMPLISHED OR PROMISING PROGRAMS. SCALING STEMWORKS PROGRAMS THROUGH PUBLIC/PRIVATE PARTNERSHIPS IN STATES IN 2015, CTEQ ALSO HAD PARTNERSHIPS WITH ORGANIZATIONS IN THREE STATES - ARIZONA, COLORADO 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 BY THE IOWA GOVERNOR'S STEM ADVISORY COUNCIL THROUGH THE IOWA PROCESS RECEIVED MORE THAN 3 MILLION DOLLARS IN STATE FUNDING AND HUNDREDS OF THOUSANDS MORE DOLLARS FROM CORPORATE PARTNERS IN SCALING FUNDS. THESE FUNDS ARE BRINGING STEMWORKS PROGRAMS TO NEARLY 120,000 IOWA STUDENTS AND YOUTH. CTEQ HELPED COLORADO STEM USE THE PROCESS TO BRING SEVEN STATE PROGRAMS INTO THE DATABASE, AND COLORADO FUNDERS AWARDED GRANTS TO HELP THOSE PROGRAMS EXPAND THROUGH THE STATE. SCIENCE FOUNDATION ARIZONA COMPLETED A SECOND ROUND OF STEMWORKS IN PARTNERSHIP WITH CHANGE THE EQUATION, ADDING THREE NEW PROGRAMS TO THE DATABASE. IN LATE 2015, CTEQ BEGAN CONVERSATIONS TO EXPLORE SIMILAR PARTNERSHIPS WITH LEADING STEM ORGANIZATIONS IN SEVERAL MORE STATES. PROVIDING DATA TO DRIVE DECISION-MAKING 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 ALLOWS 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
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01510314
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0168
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036634
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02897
IRS990/FeesForServicesAccountingGrp/TotalAmt039699
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04113
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0165
IRS990/FeesForServicesLegalGrp/TotalAmt04278
IRS990/FeesForServicesOtherGrp/FundraisingAmt09526
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016510
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0666549
IRS990/FeesForServicesOtherGrp/TotalAmt0692585
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt520199
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt633443
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt725243
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt812126
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG R BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD C ADKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2URSULA M BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL GREGOIRE
IRS990/Form990PartVIISectionAGrp/PersonNm4ROB MARCUS
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA P ROSEN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAUS VON ZASTROW
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTINA GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm8DIAHANN DEBREAUX-WATTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5380095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6146122
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7126401
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8101973
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR - O
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6COO
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR OF COMMU
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR OF MEMBE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01358311
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0383
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0582
IRS990/InformationTechnologyGrp/ProgramServicesAmt015639
IRS990/InformationTechnologyGrp/TotalAmt016604
IRS990/InsuranceGrp/FundraisingAmt0183
IRS990/InsuranceGrp/ManagementAndGeneralAmt0278
IRS990/InsuranceGrp/ProgramServicesAmt03154
IRS990/InsuranceGrp/TotalAmt03615
IRS990/IntangibleAssetsGrp/BOYAmt055137
IRS990/IntangibleAssetsGrp/EOYAmt049807
IRS990/InvestmentIncomeGrp/ExclusionAmt011940
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011940
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0485954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0161439
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038184
IRS990/LandBldgEquipCostOrOtherBssAmt0524138
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01209583
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03547199
IRS990/NetAssetsOrFundBalancesEOYAmt02717673
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt09327
IRS990/OccupancyGrp/ManagementAndGeneralAmt014214
IRS990/OccupancyGrp/ProgramServicesAmt0160958
IRS990/OccupancyGrp/TotalAmt0184499
IRS990/OfficeExpensesGrp/FundraisingAmt0486
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01559
IRS990/OfficeExpensesGrp/ProgramServicesAmt020987
IRS990/OfficeExpensesGrp/TotalAmt023032
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01133
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01726
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019545
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022404
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1TEMPORARY HELP
IRS990/OtherExpensesGrp/Desc2RECRUITMENT
IRS990/OtherExpensesGrp/FundraisingAmt0109
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0167
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127370
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2505
IRS990/OtherExpensesGrp/ProgramServicesAmt043697
IRS990/OtherExpensesGrp/ProgramServicesAmt11094
IRS990/OtherExpensesGrp/TotalAmt043973
IRS990/OtherExpensesGrp/TotalAmt128464
IRS990/OtherExpensesGrp/TotalAmt2505
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017488
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026628
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0301279
IRS990/OtherSalariesAndWagesGrp/TotalAmt0345395
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02366
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03604
IRS990/PayrollTaxesGrp/ProgramServicesAmt040805
IRS990/PayrollTaxesGrp/TotalAmt046775
IRS990/PensionPlanContributionsGrp/FundraisingAmt01135
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01729
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019582
IRS990/PensionPlanContributionsGrp/TotalAmt022446
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0350000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt056284
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016034
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039456
IRS990/PrincipalOfficerNm0LINDA P ROSEN PHD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EXPANDING ACCESS TO STEM SCHOOLS IN MARCH 2015, CTEQ ORGANIZED AND LED A WHITE HOUSE MEETING OF BUSINESS LEADERS AND STEM SCHOOL LEADERS TO DETERMINE HOW BEST TO EXPAND ACCESS TO SCHOOLS THAT FOCUS ON STEM KNOWLEDGE AND SKILLS. THE MEETING HELPED US REACH TWO RELATED GOALS: WE OFFERED INPUT INTO THE DESIGN OF THE NOVEMBER WHITE HOUSE HIGH SCHOOL REDESIGN SUMMIT. WE GATHERED INPUT INTO HOW CTEQ COULD BEST SUPPORT THE MISSION AND EXPANSION OF STEM-FOCUSED SCHOOLS. AT THE URGING OF BUSINESS AND SCHOOL LEADERS AT THE MEETING, CTEQ EMBARKED ON AN EFFORT TO CONNECT STUDENTS AT STEM-FOCUSED SCHOOLS TO WORK-BASED LEARNING OPPORTUNITIES WITH MEMBER COMPANIES. IN THE REMAINDER OF THE YEAR, CTEQ BROKERED CONNECTIONS BETWEEN BUSINESSES AND MAJOR STEM SCHOOL NETWORKS IN TEXAS AND MASSACHUSETTS. AT THE END OF 2015, CTEQ MEMBER COMPANIES PLEDGED 112,000 HOURS OF STEM VOLUNTEERISM FOR 2016. THAT AMOUNTS TO 14,000 DAYS OF STEM VOLUNTEERING THAT WILL HELP THOUSANDS OF YOUNG PEOPLE SEE CLEARER PATHWAYS TO STEM CAREERS. CTEQ CONTINUES TO WORK WITH THESE COMPANIES TO HELP THEM FULFILL THAT PLEDGE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0414679
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01894088
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07007
IRS990/PYOtherExpensesAmt01260218
IRS990/PYRevenuesLessExpensesAmt0-321463
IRS990/PYSalariesCompEmpBnftPaidAmt0962340
IRS990/PYTotalExpensesAmt02222558
IRS990/PYTotalRevenueAmt01901095
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-829526
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03000000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02714276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01346371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01894088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02198083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03478825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03488552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012405919
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71870
IRS990ScheduleA/PublicSupportPY170Pct00.66330
IRS990ScheduleA/PublicSupportTotal170Amt08929319
IRS990ScheduleA/SubstantialContributorsTotAmt03476600
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01346371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01894088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02198083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03478825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03488552
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012405919
IRS990ScheduleA/TotalSupportAmt012424881
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt011940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07007
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt018962
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt038184
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0485954
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0524138
IRS990ScheduleD/ExpensesSubtotalAmt02187837
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt01358311
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740, 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, 2015, 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, 2015, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 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, 2015, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038184
IRS990ScheduleD/TotalExpensesPerForm990Amt02187837
IRS990ScheduleD/TotalRevenuePerForm990Amt01358311
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01358311
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02187837
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0275095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1146122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2126401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount0105000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt19364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt28063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt04299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt124079
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt217180
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LINDA P ROSEN PHD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CLAUS VON ZASTROW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CHRISTINA GORDON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIR OF COMMUNICATION
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0400294
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1179565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2151644
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHANGE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CTEQ 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 2015, CTEQ MEMBER COMPANIES INVESTED TENS OF MILLIONS OF DOLLARS IN PROGRAMS CTEQ HAD IDENTIFIED AS AMONG THE MOST EFFECTIVE IN THE NATION. THIS INVESTMENT BROUGHT THESE PROGRAMS TO ROUGHLY 545,000 MORE YOUNG PEOPLE ACROSS THE COUNTRY. WITH CTEQ SUPPORT, PUBLIC/PRIVATE PARTNERSHIPS SCALED THESE PROGRAMS TO AN ADDITIONAL 117,000 YOUNG PEOPLE. 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 BY 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 75 PROGRAMS IN STEMWORKS. MORE THAN A DOZEN OF THESE ARE "PROMISING," WHICH MEANS THEY HAVE THE POTENTIAL TO MEET STEMWORKS'S HIGH BAR IF THEY DEVELOP THEMSELVES FURTHER. LESS THAN 30 PERCENT OF STEMWORKS APPLICANTS HAVE BEEN ADMITTED AS EITHER ACCOMPLISHED OR PROMISING PROGRAMS. SCALING STEMWORKS PROGRAMS THROUGH PUBLIC/PRIVATE PARTNERSHIPS IN STATES IN 2015, CTEQ ALSO HAD PARTNERSHIPS WITH ORGANIZATIONS IN THREE STATES - ARIZONA, COLORADO 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 BY THE IOWA GOVERNOR'S STEM ADVISORY COUNCIL THROUGH THE IOWA PROCESS RECEIVED MORE THAN 3 MILLION DOLLARS IN STATE FUNDING AND HUNDREDS OF THOUSANDS MORE DOLLARS FROM CORPORATE PARTNERS IN SCALING FUNDS. THESE FUNDS ARE BRINGING STEMWORKS PROGRAMS TO NEARLY 120,000 IOWA STUDENTS AND YOUTH. CTEQ HELPED COLORADO STEM USE THE PROCESS TO BRING SEVEN STATE PROGRAMS INTO THE DATABASE, AND COLORADO FUNDERS AWARDED GRANTS TO HELP THOSE PROGRAMS EXPAND THROUGH THE STATE. SCIENCE FOUNDATION ARIZONA COMPLETED A SECOND ROUND OF STEMWORKS IN PARTNERSHIP WITH CHANGE THE EQUATION, ADDING THREE NEW PROGRAMS TO THE DATABASE. IN LATE 2015, CTEQ BEGAN CONVERSATIONS TO EXPLORE SIMILAR PARTNERSHIPS WITH LEADING STEM ORGANIZATIONS IN SEVERAL MORE STATES. PROVIDING DATA TO DRIVE DECISION-MAKING 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 ALLOWS 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 2015, CTEQ COMPLETED A COMPLETE OVERHAUL OF THE VITAL SIGNS WEBSITE, ADDING NEW WORKFORCE DATAPOINTS FOR EACH STATE, MAKING THE SITE EASIER TO USE, AND DRAWING STRONGER CONNECTIONS BETWEEN THE PROBLEMS HIGHLIGHTED IN THE DATA AND SOLUTIONS COMPANIES CAN SUPPORT. VISITORS TO VITAL SIGNS CAN DOWNLOAD CUSTOM CHARTS FOR ANY STATE IN THE NATION. IN 2015, CTEQ UPDATED VITAL SIGNS WITH NEW DATA AS THEY BECAME AVAILABLE. IN ADDIT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPANSION OF STEM-FOCUSED SCHOOLS. AT THE URGING OF BUSINESS AND SCHOOL LEADERS AT THE MEETING, CTEQ EMBARKED ON AN EFFORT TO CONNECT STUDENTS AT STEM-FOCUSED SCHOOLS TO WORK-BASED LEARNING OPPORTUNITIES WITH MEMBER COMPANIES. IN THE REMAINDER OF THE YEAR, CTEQ BROKERED CONNECTIONS BETWEEN BUSINESSES AND MAJOR STEM SCHOOL NETWORKS IN TEXAS AND MASSACHUSETTS. AT THE END OF 2015, CTEQ MEMBER COMPANIES PLEDGED 112,000 HOURS OF STEM VOLUNTEERISM FOR 2016. THAT AMOUNTS TO 14,000 DAYS OF STEM VOLUNTEERING THAT WILL HELP THOUSANDS OF YOUNG PEOPLE SEE CLEARER PATHWAYS TO STEM CAREERS. CTEQ CONTINUES TO WORK WITH THESE COMPANIES TO HELP THEM FULFILL THAT PLEDGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFTER 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/ExplanationTxt4EVERY 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 MUSTREFLECT 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/ExplanationTxt5THE FOUNDING MEMBERS OF CTEQ RETAINED THE SERVICES OF TERRA SEARCH PARTNERS, AND 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 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/ExplanationTxt6THE BOARD OF DIRECTORS PROVIDES THE AUTHORITY TO THE CHIEF EXECUTIVE OFFICER TO DETERMINE THE SALARIES FOR THE KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CTEQ 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/ExplanationTxt8CONSULTANTS 285,233 1,993 0 PUBLIC RELATIONS 381,316 14,517 9,526
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits