Mu Alpha Theta Educational Foundation Inc.

“Betty hood brentwood hs, 5304 murray lane brentwood, tn 37027-6205 kathy mowers 4800 new hartford rd owensboro , ky 42303 dr. John albert ou dept/math, 601 elm avenue, rm 423 norman, ok 73019 dr. Deanna wasman 1104 n providence rd columbia, mo 65203 olvin carias 500 tidwell rd houston, tx 77022 rita ralph fairfield christian, 1965 n columbus lancaster, oh 43130 kim woolfenden 14220 n hwy 301 thonotosassa, fl 33592 dr chuck garner 930 rowland rd conyers, ga 30112 laura entrekin 1000 buccaneer dr hoover, al 35244 dr. Terry herdman va tech ctr-applied math, icam 0531 blacksburg, va 24061 paige perry 1701 lafayette pkwy opelika, al 36801”

“The executive director works with an accounting firm to fill out the 990 forms with input from the treasurer. After the forms are completed, the governing council members review all forms at their summer governing council meeting. Any item of concern is discussed at that meeting. Corrections are made. When the forms meet with the approval of all members, there is a motion to approve the returns and file these with the irs.”

“Members of the governing council fill out a questionnaire during the first meeting of the year, usually in january or february. The questionnaire requires them to disclose any possible conflict of interest for the coming fiscal year. Should a conflict of interest be noted, the council member will abstain from any discussion or votes identified as a possible conflict of interest.”

“The executive director is the only salaried officer. Her salary was initially determined by the treasurer. The determination was made based on comparisons with other officials at the university of oklahoma, including development officers, financial associates and administrators, who have duties overlapping with hers. This year, her salary was compared with executive directors in oklahoma of other non-profit organizations of similar size, using survey results compiled by the oklahoma center for non-profits. The treasurer discussed his recommendation with the president and then submitted this to the governing council for approval.”

“The organization makes its national constitution and conflict of interest policy, along with other governance policies, available at its website: www.mualphatheta.org>about us>governance. Financial statements are available, upon request, from the national office. Non-profit 990 tax forms are also available online through a number of websites providing copies of these to interested parties.”

“The organization supports its members, sponsors, and chapters with scholarships, awards, and grants. Each summer, the foundation holds a national convention during which members spend four days competing for the highest scores on math tests, practicing their public speaking and teaching skills via math "chalk talks", attending math speaker sessions, networking with other members and mathematicians, and taking a field trip to a local attraction.”

“To study mathematics in college due to the skills they develop while participating in mu alpha theta competitions, including the national convention.”

“Awarded to schools that never attended the national convention before. Each convention grant provided free registration for three members and a teacher to attend the st. Louis national convention. In addition, the grant provided up to 250 in reimbursed travel expenses for the schools' participants. Many schools attending the national convention on a convention grant will return in future years with more students due to their enjoyment of the convention and the availability of 1,000 mini- grants for past convention grant-winning schools. Awards - the educational foundation gave awards to outstanding chapters, sponsors, and students. One school was awarded 2,500 for mathematics service to students in its community. Three sponsors received a 1,000 cash award for their service and their chapter received a 1,000 grant. Two outstanding members received a 4,000 cash award and three awards of 2,500 each were presented to members who were studying to become mathematics educators. Prizes - during the year, outside companies and organizations donated reduced-cost calculators, ipads, software, pencils, and online memberships for the foundation to give away as prizes at math competitions, including at our national convention.”

“Administrative costs. Supplies donated to the foundation were provided to mu alpha theta chapters and members.”

“Line 2a - employees reported on form w-3 the salary and benefit expenses reported on form 990, part ix, line 5 are expenses incurred for hours of service rendered by certain individuals. However, these individuals are reported on form w-3 of the university of oklahoma, an agency of the state of oklahoma. This organization reimburses the university of oklahoma for use of these employees' time. Consequently, this organization does not file form w-3, so this question is answered zero.”