Civic Intelligence

Change the Equation Inc

990 • Fiscal year 2016 • EIN 27-2107952

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

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

49th percentile

0.09x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.18x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$363,222

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 28.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-4.4%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,561,784

Down $641,236 (-20%) from 2015

Net Assets

Down

$2,329,639

Down $388,034 (-14%) from 2015

Liabilities

Down

$232,145

Down $253,202 (-52%) from 2015

Revenue

Down

$1,298,603

Down $59,708 (-4.4%) from 2015

Expenses

Down

$1,686,637

Down $501,200 (-23%) from 2015

Net Income

Up

-$388,034

Up $441,492 (+53%) from 2015

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

2016

Assets$2,561,784
Liabilities$232,145
Net Assets$2,329,639

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

2016

Revenue$1,298,603
Expenses$1,686,637
Net Income-$388,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$1,298,603
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's mission is to ensure that every u.s. High school graduate is literate in science, technology, engineering and math (stem). The organization helps to engage young people, in particular, low-minority students, in stem learning that will enable them to succeed in post- secondary education, hold rewarding jobs, and participate fully as citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,714,276$2,276,067▼ $438,209
Cash and Non-Interest-Bearing Accounts$216,462$179,002▼ $37,460
Pledges and Grants Receivable$56,284--
Accounts Receivable$88,551$48,073▼ $40,478
Intangible Assets$49,807$44,584▼ $5,223
Land, Buildings, and Equipment, Net$38,184$8,886▼ $29,298
Prepaid Expenses and Deferred Charges$39,456$5,172▼ $34,284
Total Assets$3,203,020$2,561,784▼ $641,236
Liabilities
Deferred Revenue$352,500$162,500▼ $190,000
Accounts Payable and Accrued Expenses$132,847$69,645▼ $63,202
Total Liabilities$485,347$232,145▼ $253,202
Net Assets / Fund Balance
Unrestricted Net Assets$2,662,673$2,136,346▼ $526,327
Temporarily Rstr Net Assets$55,000$193,293▲ $138,293
Total Net Assets Fund Balance$2,717,673$2,329,639▼ $388,034
Total Liabilities and Net Assets / Fund Balance$3,203,020$2,561,784▼ $641,236

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,886$515,252$524,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda P Rosen PhdCEOFT$283,552$79,670$363,222
Claus Von ZastrowCOOFT$150,100$35,847$185,947

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,287,019
Program Service Revenue
$0
Investment Income
$11,584
Other Revenue
$0
All Other Contributions
$251,602
Change in Net Assets
$-388,034

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,298,603
Revenue Not Reported on Form 990
$508
Total Revenue per Audited Statements
$1,299,111
Total Revenue per Form 990
$1,298,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$879,380
Other Expenses$752,257
Total Fundraising Expense$57,523
Grants and Similar Amounts Paid$55,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$502,017$20,428$29,001$551,446
Fees for Services Other$301,710$413$14$302,137
Other Salaries and Wages$215,205$21,446$11,164$247,815
Occupancy$168,338$18,137$9,978$196,453
Fees for Services Legal$56,999$1,898-$58,897
Grants to Domestic Orgs$55,000--$55,000
Information Technology$46,321$343$189$46,853
Payroll Taxes$36,970$2,650$2,359$41,979
Fees for Services Accounting$2,609$37,579$155$40,343
Depreciation Depletion$29,582$3,186$1,753$34,521
Other Employee Benefits$20,701$1,484$1,321$23,506
Office Expenses$14,846$742$409$15,997
Pension Plan Contributions$12,888$924$822$14,634
Travel$10,499$1,340-$11,839
Conferences and Meetings$6,753$2-$6,755
Insurance$3,244$350$192$3,786
Other Expenses$427$300$166$427
Total Functional Expenses$1,517,892$111,222$57,523$1,686,637

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,687,145
Expenses per Audited Statements$1,686,637
Total Expenses per Form 990$1,686,637
Expenses Not Reported on Form 990$508
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First RoboticsManchester, NH501c3Stemworks$35,000
Center for Gender Equity in ScienceTempe, AZ501c3Stemworks$15,000
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
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
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
No
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 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, Page 6, Part VI, Line 15A

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 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 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
2026265740
Signed
2017-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda P Rosen Phd
Formed
2010
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
4

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's mission is to ensure that every u.s. High school graduate is literate in science, technology, engineering and math (stem). The organization helps to engage young people, in particular, low-minority students, in stem learning that will enable them to succeed in post- secondary education, hold rewarding jobs, and participate fully as citizens.

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

Advocacy for change. 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 2016, cteq updated vital signs with new data as they became available, created 4-page data summaries for every state in the nation, and began the process of creating tailored powerpoint presentations to make the case for strong stem education policies and programs in every state. In addition, cteq produced important new vital signs briefs and infographics featuring original data on subjects as diverse as engineering in k-12, career and technical education (cte) in stem, and the impact of next generation science standards. Our releases included:. Left to chance (may 2016) - millions of american youth spend precious little time tinkering, troubleshooting, or doing the kinds of hands-on problem-solving that are at the heart of technology and engineering. Students on stem (brief and infographic) (june 2016) - a new survey of american teenagers reveals how we can better engage students in science - both in and out of the classroom. Bridging the computer science access gap (infographics) (august 2016) - new data reveal how little access u.s. High schoolers have to computer science courses. Fortunately, there are signs of change. High schoolers lack access to statistics courses (infographics) (september 2016) - big data is big news, yet limited access to high school statistics courses could create a shortage of talent for jobs in this fast-growing field.

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

100,000 students and youth in these states. (we are still counting the final numbers, so the ultimate impact will be higher.) by the end of 2016, cteq was in final conversations to forge partnerships with two additional states - oregon and nevada, bring the total up to seven state partnerships. Several additional conversations are ongoing.

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

Expand corporate investment in stemworks 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, which we and our partners have identified through our rigorous stemworks protocol for vetting stem education programs, in and out of school. Our efforts in 2016 helped companies and their partners expand excellent stem programs to almost half a million children and youth across the country. Expanding and promoting stemworks 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 2016, 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 more than 320,000 more young people across the country. With cteq support, public/private partnerships scaled these programs to more than 100,000 additional 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 80 programs in stemworks. More than two dozen of these are "promising," which means they have the potential to meet stemworks's high bar if they develop themselves further. Less than a third of stemworks applicants have been admitted as either accomplished or promising programs. Promoting stemworks change the equation works with its public and private partners to promote the stemworks database as the nation's leading honor roll of effective stem education programs. Cteq uses its robust social media networks (including 25,000+ twitter followers) to promote stemworks programs' success. Cteq staff speak about stemworks and its programs at stem education gatherings across the country. The stemworks endorsement has been gaining credibility as one of the nation's most meaningful endorsements of quality. Expand state investments in stemworks since 2014, change the equation has helped state leaders use stemworks to improve the impact of their stem investments. In 2016, cteq launched an effort to expand its stemworks partnerships. In addition, cteq has made special efforts to strengthen corporate stem investments in california. Building local capacity to support stem in 2016, cteq built out its infrastructure for supporting local communities improve their capacity for identifying and addressing their most important stem needs. To do so, cteq developed its ability to collect and deploy data on workforce and education needs at the local level. Catalyzing business/district efforts to reach children in 2016, change the equation helped advise companies and other partners on how they could forge stronger partnerships with school districts to promote success in stem education. We worked with companies and district leaders to advise on ways in which corporate and public investments could produce greater impact in local communities. Marketing effective state practices in the effort to expand its state stemworks franchises, cteq has p

Form 990, Part IX, Line 11G

Consultants 176,874 386 0 public relations 124,836 27 14 total 301,710 413 14

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting principles generally accepted in the united states of america provide consistent guidance for the accounting for uncertainty in income taxes recognized in the organization's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The organization performed an evaluation of uncertain tax positions for the year ended december 31, 2016, 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, 2016, the statute of limitations for tax years 2013 through 2015 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, 2016, the organization had no accruals for interest and/or penalties.

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IRS990/Desc0PROVIDING DATA TO INFORM CORPORATE SOCIAL RESPONSIBILITY 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 K-12 STEM EDUCATION 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. THESE DATA ILLUMINATE CRITICAL AREAS OF NEED IN STEM EDUCATION, WHICH HELPS OUR CORPORATE PARTNERS BETTER TARGET THEIR INVESTMENTS IN STEM EDUCATION AND ADVOCACY FOR CHANGE. 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 2016, CTEQ UPDATED VITAL SIGNS WITH NEW DATA AS THEY BECAME AVAILABLE, CREATED 4-PAGE DATA SUMMARIES FOR EVERY STATE IN THE NATION, AND BEGAN THE PROCESS OF CREATING TAILORED POWERPOINT PRESENTATIONS TO MAKE THE CASE FOR STRONG STEM EDUCATION POLICIES AND PROGRAMS IN EVERY STATE. IN ADDITION, CTEQ PRODUCED IMPORTANT NEW VITAL SIGNS BRIEFS AND INFOGRAPHICS FEATURING ORIGINAL DATA ON SUBJECTS AS DIVERSE AS ENGINEERING IN K-12, CAREER AND TECHNICAL EDUCATION (CTE) IN STEM, AND THE IMPACT OF NEXT GENERATION SCIENCE STANDARDS. OUR RELEASES INCLUDED:. LEFT TO CHANCE (MAY 2016) - MILLIONS OF AMERICAN YOUTH SPEND PRECIOUS LITTLE TIME TINKERING, TROUBLESHOOTING, OR DOING THE KINDS OF HANDS-ON PROBLEM-SOLVING THAT ARE AT THE HEART OF TECHNOLOGY AND ENGINEERING. STUDENTS ON STEM (BRIEF AND INFOGRAPHIC) (JUNE 2016) - A NEW SURVEY OF AMERICAN TEENAGERS REVEALS HOW WE CAN BETTER ENGAGE STUDENTS IN SCIENCE - BOTH IN AND OUT OF THE CLASSROOM. BRIDGING THE COMPUTER SCIENCE ACCESS GAP (INFOGRAPHICS) (AUGUST 2016) - NEW DATA REVEAL HOW LITTLE ACCESS U.S. HIGH SCHOOLERS HAVE TO COMPUTER SCIENCE COURSES. FORTUNATELY, THERE ARE SIGNS OF CHANGE. HIGH SCHOOLERS LACK ACCESS TO STATISTICS COURSES (INFOGRAPHICS) (SEPTEMBER 2016) - BIG DATA IS BIG NEWS, YET LIMITED ACCESS TO HIGH SCHOOL STATISTICS COURSES COULD CREATE A SHORTAGE OF TALENT FOR JOBS IN THIS FAST-GROWING FIELD.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDING TAILORED SUPPORT TO CHANGE THE EQUATION COALITION MEMBERS CTEQ OFFERS CORPORATE MEMBERS OF ITS BUSINESS COALITION SPECIFIC GUIDANCE ON STRATEGIES AND INVESTMENTS THAT WILL STRENGTHEN THEIR CORPORATE SOCIAL RESPONSIBILITY IN STEM. WE ANALYZE DATA ON WORKFORCE AND EDUCATION NEEDS IN THEIR AREAS OF GEOGRAPHIC AND THEMATIC FOCUS, AND WE RECOMMEND STRATEGIES AND STEMWORKS PROGRAMS THAT ARE MOST LIKELY TO IMPROVE METRICS IN THOSE AREAS OF NEED.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SCALING STEMWORKS PROGRAMS THROUGH STATE STEMWORKS FRANCHISES WITH GENEROUS SUPPORT FROM THE OVERDECK FAMILY FOUNDATION IN 2016, CTEQ INCREASED THE NUMBER OF STATE STEMWORKS PARTNERSHIPS FROM TWO TO FIVE - WE ADDED INDIANA, IDAHO, AND MICHIGAN TO OUR 2015 PARTNERSHIPS-COLORADO AND IOWA. IN EACH CASE CTEQ HELPED STATE ORGANIZATIONS BUILD THE CAPACITY TO REVIEW STEM PROGRAMS IN THEIR STATES FOR ADMISSION TO THE DATABASE. FOR EXAMPLE, 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 BROUGHT STEMWORKS PROGRAMS TO WELL MORE THAN 100,000 STUDENTS AND YOUTH IN THESE STATES. (WE ARE STILL COUNTING THE FINAL NUMBERS, SO THE ULTIMATE IMPACT WILL BE HIGHER.) BY THE END OF 2016, CTEQ WAS IN FINAL CONVERSATIONS TO FORGE PARTNERSHIPS WITH TWO ADDITIONAL STATES - OREGON AND NEVADA, BRING THE TOTAL UP TO SEVEN STATE PARTNERSHIPS. SEVERAL ADDITIONAL CONVERSATIONS ARE ONGOING.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0EXPAND CORPORATE INVESTMENT IN STEMWORKS 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, WHICH WE AND OUR PARTNERS HAVE IDENTIFIED THROUGH OUR RIGOROUS STEMWORKS PROTOCOL FOR VETTING STEM EDUCATION PROGRAMS, IN AND OUT OF SCHOOL. OUR EFFORTS IN 2016 HELPED COMPANIES AND THEIR PARTNERS EXPAND EXCELLENT STEM PROGRAMS TO ALMOST HALF A MILLION CHILDREN AND YOUTH ACROSS THE COUNTRY. EXPANDING AND PROMOTING STEMWORKS 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 2016, 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 MORE THAN 320,000 MORE YOUNG PEOPLE ACROSS THE COUNTRY. WITH CTEQ SUPPORT, PUBLIC/PRIVATE PARTNERSHIPS SCALED THESE PROGRAMS TO MORE THAN 100,000 ADDITIONAL 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 80 PROGRAMS IN STEMWORKS. MORE THAN TWO DOZEN OF THESE ARE "PROMISING," WHICH MEANS THEY HAVE THE POTENTIAL TO MEET STEMWORKS'S HIGH BAR IF THEY DEVELOP THEMSELVES FURTHER. LESS THAN A THIRD OF STEMWORKS APPLICANTS HAVE BEEN ADMITTED AS EITHER ACCOMPLISHED OR PROMISING PROGRAMS. PROMOTING STEMWORKS CHANGE THE EQUATION WORKS WITH ITS PUBLIC AND PRIVATE PARTNERS TO PROMOTE THE STEMWORKS DATABASE AS THE NATION'S LEADING HONOR ROLL OF EFFECTIVE STEM EDUCATION PROGRAMS. CTEQ USES ITS ROBUST SOCIAL MEDIA NETWORKS (INCLUDING 25,000+ TWITTER FOLLOWERS) TO PROMOTE STEMWORKS PROGRAMS' SUCCESS. CTEQ STAFF SPEAK ABOUT STEMWORKS AND ITS PROGRAMS AT STEM EDUCATION GATHERINGS ACROSS THE COUNTRY. THE STEMWORKS ENDORSEMENT HAS BEEN GAINING CREDIBILITY AS ONE OF THE NATION'S MOST MEANINGFUL ENDORSEMENTS OF QUALITY. EXPAND STATE INVESTMENTS IN STEMWORKS SINCE 2014, CHANGE THE EQUATION HAS HELPED STATE LEADERS USE STEMWORKS TO IMPROVE THE IMPACT OF THEIR STEM INVESTMENTS. IN 2016, CTEQ LAUNCHED AN EFFORT TO EXPAND ITS STEMWORKS PARTNERSHIPS. IN ADDITION, CTEQ HAS MADE SPECIAL EFFORTS TO STRENGTHEN CORPORATE STEM INVESTMENTS IN CALIFORNIA. BUILDING LOCAL CAPACITY TO SUPPORT STEM IN 2016, CTEQ BUILT OUT ITS INFRASTRUCTURE FOR SUPPORTING LOCAL COMMUNITIES IMPROVE THEIR CAPACITY FOR IDENTIFYING AND ADDRESSING THEIR MOST IMPORTANT STEM NEEDS. TO DO SO, CTEQ DEVELOPED ITS ABILITY TO COLLECT AND DEPLOY DATA ON WORKFORCE AND EDUCATION NEEDS AT THE LOCAL LEVEL. CATALYZING BUSINESS/DISTRICT EFFORTS TO REACH CHILDREN IN 2016, CHANGE THE EQUATION HELPED ADVISE COMPANIES AND OTHER PARTNERS ON HOW THEY COULD FORGE STRONGER PARTNERSHIPS WITH SCHOOL DISTRICTS TO PROMOTE SUCCESS IN STEM EDUCATION. WE WORKED WITH COMPANIES AND DISTRICT LEADERS TO ADVISE ON WAYS IN WHICH CORPORATE AND PUBLIC INVESTMENTS COULD PRODUCE GREATER IMPACT IN LOCAL COMMUNITIES. MARKETING EFFECTIVE STATE PRACTICES IN THE EFFORT TO EXPAND ITS STATE STEMWORKS FRANCHISES, CTEQ HAS P
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2016, 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, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 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, 2016, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHANGE THE EQUATION'S MISSION IS TO ENSURE THAT EVERY U.S. HIGH SCHOOL GRADUATE IS LITERATE IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM). THE ORGANIZATION HELPS TO ENGAGE YOUNG PEOPLE, IN PARTICULAR, LOW-MINORITY STUDENTS, IN STEM LEARNING THAT WILL ENABLE THEM TO SUCCEED IN POST- SECONDARY EDUCATION, HOLD REWARDING JOBS, AND PARTICIPATE FULLY AS CITIZENS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVOCACY FOR CHANGE. 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 2016, CTEQ UPDATED VITAL SIGNS WITH NEW DATA AS THEY BECAME AVAILABLE, CREATED 4-PAGE DATA SUMMARIES FOR EVERY STATE IN THE NATION, AND BEGAN THE PROCESS OF CREATING TAILORED POWERPOINT PRESENTATIONS TO MAKE THE CASE FOR STRONG STEM EDUCATION POLICIES AND PROGRAMS IN EVERY STATE. IN ADDITION, CTEQ PRODUCED IMPORTANT NEW VITAL SIGNS BRIEFS AND INFOGRAPHICS FEATURING ORIGINAL DATA ON SUBJECTS AS DIVERSE AS ENGINEERING IN K-12, CAREER AND TECHNICAL EDUCATION (CTE) IN STEM, AND THE IMPACT OF NEXT GENERATION SCIENCE STANDARDS. OUR RELEASES INCLUDED:. LEFT TO CHANCE (MAY 2016) - MILLIONS OF AMERICAN YOUTH SPEND PRECIOUS LITTLE TIME TINKERING, TROUBLESHOOTING, OR DOING THE KINDS OF HANDS-ON PROBLEM-SOLVING THAT ARE AT THE HEART OF TECHNOLOGY AND ENGINEERING. STUDENTS ON STEM (BRIEF AND INFOGRAPHIC) (JUNE 2016) - A NEW SURVEY OF AMERICAN TEENAGERS REVEALS HOW WE CAN BETTER ENGAGE STUDENTS IN SCIENCE - BOTH IN AND OUT OF THE CLASSROOM. BRIDGING THE COMPUTER SCIENCE ACCESS GAP (INFOGRAPHICS) (AUGUST 2016) - NEW DATA REVEAL HOW LITTLE ACCESS U.S. HIGH SCHOOLERS HAVE TO COMPUTER SCIENCE COURSES. FORTUNATELY, THERE ARE SIGNS OF CHANGE. HIGH SCHOOLERS LACK ACCESS TO STATISTICS COURSES (INFOGRAPHICS) (SEPTEMBER 2016) - BIG DATA IS BIG NEWS, YET LIMITED ACCESS TO HIGH SCHOOL STATISTICS COURSES COULD CREATE A SHORTAGE OF TALENT FOR JOBS IN THIS FAST-GROWING FIELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2100,000 STUDENTS AND YOUTH IN THESE STATES. (WE ARE STILL COUNTING THE FINAL NUMBERS, SO THE ULTIMATE IMPACT WILL BE HIGHER.) BY THE END OF 2016, CTEQ WAS IN FINAL CONVERSATIONS TO FORGE PARTNERSHIPS WITH TWO ADDITIONAL STATES - OREGON AND NEVADA, BRING THE TOTAL UP TO SEVEN STATE PARTNERSHIPS. SEVERAL ADDITIONAL CONVERSATIONS ARE ONGOING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPAND CORPORATE INVESTMENT IN STEMWORKS 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, WHICH WE AND OUR PARTNERS HAVE IDENTIFIED THROUGH OUR RIGOROUS STEMWORKS PROTOCOL FOR VETTING STEM EDUCATION PROGRAMS, IN AND OUT OF SCHOOL. OUR EFFORTS IN 2016 HELPED COMPANIES AND THEIR PARTNERS EXPAND EXCELLENT STEM PROGRAMS TO ALMOST HALF A MILLION CHILDREN AND YOUTH ACROSS THE COUNTRY. EXPANDING AND PROMOTING STEMWORKS 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 2016, 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 MORE THAN 320,000 MORE YOUNG PEOPLE ACROSS THE COUNTRY. WITH CTEQ SUPPORT, PUBLIC/PRIVATE PARTNERSHIPS SCALED THESE PROGRAMS TO MORE THAN 100,000 ADDITIONAL 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 80 PROGRAMS IN STEMWORKS. MORE THAN TWO DOZEN OF THESE ARE "PROMISING," WHICH MEANS THEY HAVE THE POTENTIAL TO MEET STEMWORKS'S HIGH BAR IF THEY DEVELOP THEMSELVES FURTHER. LESS THAN A THIRD OF STEMWORKS APPLICANTS HAVE BEEN ADMITTED AS EITHER ACCOMPLISHED OR PROMISING PROGRAMS. PROMOTING STEMWORKS CHANGE THE EQUATION WORKS WITH ITS PUBLIC AND PRIVATE PARTNERS TO PROMOTE THE STEMWORKS DATABASE AS THE NATION'S LEADING HONOR ROLL OF EFFECTIVE STEM EDUCATION PROGRAMS. CTEQ USES ITS ROBUST SOCIAL MEDIA NETWORKS (INCLUDING 25,000+ TWITTER FOLLOWERS) TO PROMOTE STEMWORKS PROGRAMS' SUCCESS. CTEQ STAFF SPEAK ABOUT STEMWORKS AND ITS PROGRAMS AT STEM EDUCATION GATHERINGS ACROSS THE COUNTRY. THE STEMWORKS ENDORSEMENT HAS BEEN GAINING CREDIBILITY AS ONE OF THE NATION'S MOST MEANINGFUL ENDORSEMENTS OF QUALITY. EXPAND STATE INVESTMENTS IN STEMWORKS SINCE 2014, CHANGE THE EQUATION HAS HELPED STATE LEADERS USE STEMWORKS TO IMPROVE THE IMPACT OF THEIR STEM INVESTMENTS. IN 2016, CTEQ LAUNCHED AN EFFORT TO EXPAND ITS STEMWORKS PARTNERSHIPS. IN ADDITION, CTEQ HAS MADE SPECIAL EFFORTS TO STRENGTHEN CORPORATE STEM INVESTMENTS IN CALIFORNIA. BUILDING LOCAL CAPACITY TO SUPPORT STEM IN 2016, CTEQ BUILT OUT ITS INFRASTRUCTURE FOR SUPPORTING LOCAL COMMUNITIES IMPROVE THEIR CAPACITY FOR IDENTIFYING AND ADDRESSING THEIR MOST IMPORTANT STEM NEEDS. TO DO SO, CTEQ DEVELOPED ITS ABILITY TO COLLECT AND DEPLOY DATA ON WORKFORCE AND EDUCATION NEEDS AT THE LOCAL LEVEL. CATALYZING BUSINESS/DISTRICT EFFORTS TO REACH CHILDREN IN 2016, CHANGE THE EQUATION HELPED ADVISE COMPANIES AND OTHER PARTNERS ON HOW THEY COULD FORGE STRONGER PARTNERSHIPS WITH SCHOOL DISTRICTS TO PROMOTE SUCCESS IN STEM EDUCATION. WE WORKED WITH COMPANIES AND DISTRICT LEADERS TO ADVISE ON WAYS IN WHICH CORPORATE AND PUBLIC INVESTMENTS COULD PRODUCE GREATER IMPACT IN LOCAL COMMUNITIES. MARKETING EFFECTIVE STATE PRACTICES IN THE EFFORT TO EXPAND ITS STATE STEMWORKS FRANCHISES, CTEQ HAS P
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFTER 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/ExplanationTxt5EVERY 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/ExplanationTxt6THE 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 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/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 176,874 386 0 PUBLIC RELATIONS 124,836 27 14 TOTAL 301,710 413 14
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 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt055000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0193293
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03203020
IRS990/TotalAssetsEOYAmt02561784
IRS990/TotalAssetsGrp/BOYAmt03203020
IRS990/TotalAssetsGrp/EOYAmt02561784
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt01287019
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt057523
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0111222
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01517892
IRS990/TotalFunctionalExpensesGrp/TotalAmt01686637

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