Civic Intelligence

American Institute of Mathematics

EIN 94-3205114 • 501(c)3 • Pasadena, CA

View Organization Page

Profile

The institute was founded with the primary goal of identifying and solving important mathematical problems.

1200 E California Blvd Mc 8-32Pasadena, CA 91125

www.aimath.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.11x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.06x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

23rd percentile

-6.6%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$328,430

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

13th percentile

-10%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-2.7%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$2,953,726

Down $340,627 (-10%) from 2023

Liabilities

Up

$318,816

Up $10,915 (+3.5%) from 2023

Net Assets

Down

$2,634,910

Down $351,542 (-12%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin23rd percentile

Revenue

Down

$5,295,695

Down $146,867 (-2.7%) from 2023

Expenses

Up

$5,647,237

Up $226,403 (+4.2%) from 2023

Net Income

Down

-$351,542

Down $373,270 (-1718%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $935,652Liabilities 2014: $132,014Net Assets 2014: $803,6382014Assets 2015: $1,151,495Liabilities 2015: $135,127Net Assets 2015: $1,016,3682015Assets 2016: $1,032,613Liabilities 2016: $136,993Net Assets 2016: $895,6202016Assets 2017: $1,116,738Liabilities 2017: $78,505Net Assets 2017: $1,038,2332017Assets 2018: $1,717,382Liabilities 2018: $77,153Net Assets 2018: $1,640,2292018Assets 2019: $3,147,199Liabilities 2019: $106,304Net Assets 2019: $3,040,8952019Assets 2020: $3,155,921Liabilities 2020: $319,603Net Assets 2020: $2,836,3182020Assets 2021: $3,193,735Liabilities 2021: $234,707Net Assets 2021: $2,959,0282021Assets 2022: $3,130,000Liabilities 2022: $165,276Net Assets 2022: $2,964,7242022Assets 2023: $3,294,353Liabilities 2023: $307,901Net Assets 2023: $2,986,4522023Assets 2024: $2,953,726Liabilities 2024: $318,816Net Assets 2024: $2,634,9102024

Highlighted filing

2024

Assets$2,953,726
Liabilities$318,816
Net Assets$2,634,910
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,541,064Expenses 2014: $3,230,207Net Income 2014: $310,8572014Revenue 2015: $3,453,212Expenses 2015: $3,240,482Net Income 2015: $212,7302015Revenue 2016: $3,610,616Expenses 2016: $3,731,364Net Income 2016: -$120,7482016Revenue 2017: $4,161,876Expenses 2017: $4,019,263Net Income 2017: $142,6132017Revenue 2018: $4,625,080Expenses 2018: $4,023,084Net Income 2018: $601,9962018Revenue 2019: $6,184,718Expenses 2019: $4,784,052Net Income 2019: $1,400,6662019Revenue 2020: $3,738,368Expenses 2020: $3,942,945Net Income 2020: -$204,5772020Revenue 2021: $3,512,776Expenses 2021: $3,502,164Net Income 2021: $10,6122021Revenue 2022: $4,174,192Expenses 2022: $4,168,496Net Income 2022: $5,6962022Revenue 2023: $5,442,562Expenses 2023: $5,420,834Net Income 2023: $21,7282023Revenue 2024: $5,295,695Expenses 2024: $5,647,237Net Income 2024: -$351,5422024

Highlighted filing

2024

Revenue$5,295,695
Expenses$5,647,237
Net Income-$351,542
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,953,726
Liabilities
$318,816
Net assets
$2,634,910
Revenue
$5,295,695
Expenses
$5,647,237
Net income
-$351,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.32$2.63$5.30$5.65$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.31$2.99$5.44$5.42$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.17$2.96$4.17$4.17$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.23$2.96$3.51$3.50$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.32$2.84$3.74$3.94$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.11$3.04$6.18$4.78$1.40
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.08$1.64$4.63$4.02$0.60
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.08$1.04$4.16$4.02$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.14$0.90$3.61$3.73$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.14$1.02$3.45$3.24$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.13$0.80$3.54$3.23$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$5,295,695
Mission and Program Overview

Mission

To advance mathematical knowledge through collaboration, to broaden participation in the mathematical endeavor, and to increase the awareness of the contributions of the mathematical sciences to society.

The institute was founded with the primary goal of identifying and solving important mathematical problems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,848,497$1,853,153▲ $4,656
Cash and Non-Interest-Bearing Accounts$646,802$805,911▲ $159,109
Pledges and Grants Receivable$581,448$76,311▼ $505,137
Land, Buildings, and Equipment, Net$86,170$70,371▼ $15,799
Prepaid Expenses and Deferred Charges$8,100$8,100→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,294,353$2,953,726▼ $340,627
Other Assets Total$123,336$139,880▲ $16,544
Liabilities
Accounts Payable and Accrued Expenses$267,283$273,042▲ $5,759
Other Liabilities$40,618$45,774▲ $5,156
Total Liabilities$307,901$318,816▲ $10,915
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,730,920$2,435,545▼ $295,375
Net Assets With Donor Restrictions$255,532$199,365▼ $56,167
Total Net Assets Fund Balance$2,986,452$2,634,910▼ $351,542
Total Liabilities and Net Assets / Fund Balance$3,294,353$2,953,726▼ $340,627

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$70,371$1,074,314$1,144,685
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Brian ConreyExecutive DirecFT$303,890$24,540$328,430
Michelle ManesDeputy DirectorFT$214,339$18,253$232,592
David FarmerDirector of ProgramsFT$203,303$12,348$215,651
Hannah BrodieFinance DirectorFT$147,302$18,345$165,647
Brianna DonaldsonProgram DirectorFT$148,852$14,181$163,033

Board Members and Trustees

NameTitle
Stephen SorensonPresident
Gunnar CarlssonDirector
Harry SaalDirector
John FrySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,038,357
Program Service Revenue
$2,331
Investment Income
$55,601
Other Revenue
$199,406
All Other Contributions
$459,978
Change in Net Assets
$-351,542

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,097,266
Revenue Not Reported on Financial Statements
$198,429
Revenue Not Reported on Form 990
$98,106
Other Revenue Adjustments
$198,429
Total Revenue per Audited Statements
$5,195,372
Total Revenue per Form 990
$5,295,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,318,424
Salaries, Compensation, and Employee Benefits$2,303,313
Grants and Similar Amounts Paid$25,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$2,604,671$117,011-$2,721,682
Other Salaries and Wages$709,225$638,195-$1,347,420
Current Officers, Directors, Trustees, and Key Employees$341,024$122,084-$463,108
Other Employee Benefits$192,423$101,316-$293,739
Payroll Taxes-$125,530-$125,530
Occupancy$90,375--$90,375
Fees for Services Accounting-$85,592-$85,592
Pension Plan Contributions-$73,516-$73,516
Fees for Services Other$36,109$34,208-$70,317
Insurance$7,550$61,329-$68,879
Office Expenses-$33,342-$33,342
Other Expenses$27,770$44,255-$27,770
Grants to Domestic Orgs$25,500--$25,500
Depreciation Depletion-$15,799-$15,799
All Other Expenses$921$5,369-$6,290
Total Functional Expenses$4,125,980$1,521,257$0$5,647,237

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,647,237
Total Expenses per Audited Statements$5,546,914
Expenses per Audited Statements$5,448,808
Expenses Not Reported on Financial Statements$198,429
Other Expense Adjustments$198,429
Expenses Not Reported on Form 990$98,106
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Curr & Lt Lease Oblig$42,090
Credit Card Payable$3,684
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the finance officer and executive director and then presented to the board after their review.”

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

“The organization monitors and enforces compliance with the conflict of interest policy by holding discussions on conflicts at board meetings and staff meetings. Additionally, the board members disclose in writing that there are no conflicts of interest or disclose all conflicts of interest each year.”

Form 990, Part VI, Section B, Line 15A

“The organization uses several wage and compensation databases to determine appropriate pay for all officers and staff. An inflation index is also used to ensure that wages keep pace with the cost of living. All salary increases undergo a review and approval process by either the board of trustees or the aim directors and finance team.”

Form 990, Part VI, Section C, Line 19

“The organization makes the governing documents, conflict of interest policy, and financial statements available to the public upon request through email, regular mail, and in-house document inspections, for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
American Institute of Mathematics
EIN
94-3205114
Phone
6263958522
Address
1200 E CALIFORNIA BLVD MC 8-32, PASADENA, CA 91125

Signing Officer

Name
Hannah Brodie
Title
Finance Director
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Sorenson
Formed
1994
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
19
Volunteers
100

Preparer

Firm
Savage & Company
Address
8441 N Millbrook Ave Suite 101, Fresno, CA 93720
Preparer
Ken W Savage
Phone
5592563601
Supplemental Narrative

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The Institute's collection includes rare books and reprints, which are held for their historical significance and curatorial purpose. Collection items acquired are capitalized at cost if the item was purchased or at their appraised or fair value on the accession date (the date on which the item is accepted by the Board of Trustees), if the item was donated. The Institute allows for the use of proceeds from deaccessioned collection items to be used for both acquisition of new collections items and the direct care of existing collections. Direct care includes expenses to preserve and protect the collection, such as providing a locked and secure storage area, temperature control, and other similar expenses.”

Part X : FIN48 Footnote

“The institute is generally exempt from federal and california income taxes under internal revenue code (irc) section 501(c)(3) and from california revenue taxation code section 23701(d), respectively. As a result, no provision for income taxes has been reflected in the financial statements.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Donated indirect costs $98106”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Fringe benefit recovery from grants $198429”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Donated indirect costs $98106”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Fringe benefit recovery from grants $198429”

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IRS990/Desc0AIM RESEARCH CONFERENCE CENTER (ARCC): A MODEL FOR COLLABORATIVE RESEARCHARCC HOSTS FOCUSED WORKSHOPS IN ALL AREAS OF THE MATHEMATICAL SCIENCES. ARCC FOCUSED WORKSHOPS ARE DISTINGUISHED BY THEIR EMPHASIS ON A SPECIFIC MATHEMATICAL GOAL, SUCH AS MAKING PROGRESS ON A SIGNIFICANT UNSOLVED PROBLEM, UNDERSTANDING THE PROOF OF AN IMPORTANT NEW RESULT, OR EXAMINING THE CONVERGENCE OF TWO DISTINCT AREAS OF MATHEMATICS.AIM FOCUSED WORKSHOPS PROVIDE AN IDEAL FORUM FOR A TEAM OF RESEARCHERS WORKING TOGETHER TO MAP OUT STRATEGIES, SET PRIORITIES, WORK TOWARD A SOLUTION, AND SET IN PLACE A FRAMEWORK FOR PROGRESS ON IMPORTANT MATHEMATICAL PROBLEMS. THE LEADERS IN EACH FIELD ARE INVOLVED IN THE PLANNING OF THE WORKSHOPS, AND JUNIOR SCIENTISTS AND GRADUATE STUDENTS ARE ACTIVE PARTICIPANTS. SPECIAL ATTENTION IS DEVOTED TO FACILITATE COLLABORATIONS WHICH INCLUDE WOMEN, MINORITIES, AND RESEARCHERS AT PRIMARILY UNDERGRADUATE INSTITUTIONS.THE PURPOSE OF AIM'S RESEARCH PROGRAM CALLED SQUARES (STRUCTURED QUARTET RESEARCH ENSEMBLES) IS TO ALLOW A DEDICATED GROUP OF FOUR TO SIX MATHEMATICIANS TO SPEND A WEEK AT AIM IN PASADENA, CALIFORNIA WITH THE POSSIBILITY OF RETURNING IN FOLLOWING YEARS. A SQUARE COULD ARISE AS A FOLLOW-UP TO AN AIM WORKSHOP OR IT COULD BE A FREE-STANDING ACTIVITY. AIM WILL PROVIDE BOTH THE RESEARCH FACILITIES AND THE FINANCIAL SUPPORT FOR EACH SQUARE GROUP. AIM WILL SOLICIT SQUARE PROPOSALS IN ALL AREAS OF PURE AND APPLIED MATHEMATICS. PREFERENCE IS GIVEN TO GROUPS WHICH CONTAIN A MIX OF JUNIOR AND SENIOR RESEARCHERS AND TO GROUPS WHICH HAVE PARTICIPANTS FROM NORTH AMERICA. SQUARES USUALLY MEET DURING WEEKS WHEN THERE ARE NO ARCC WORKSHOPS SCHEDULED.MULTIPLE IN-PERSON WORKSHOPS WERE HELD DURING THE YEAR. VIRTUAL WORKSHOPS WERE ALSO HELD DURING THE YEAR.
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IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECTED GRANTS:THE FOLLOWING DIRECTED GRANTS WERE ACTIVE DURING THE YEAR:1. COLLABORATIVE RESEARCH: AIM & ICERM RESEARCH EXPERIENCE FOR UNDERGRADUATE FACULTY (REUF)ENABLING MORE AMERICANS TO EARN UNDERGRADUATE DEGREES IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) IS IMPORTANT TO IMPROVING AMERICAN INNOVATION CAPABILITIES. PARTICIPATING IN RESEARCH AS UNDERGRADUATES IMPROVES RETENTION IN STEM MAJORS AND ENCOURAGES STUDENTS TO PURSUE GRADUATE DEGREES. FACULTY AT COLLEGES AND UNIVERSITIES THAT FOCUS ON UNDERGRADUATE EDUCATION ARE CRITICAL TO THIS MISSION, YET IN MANY CASES SUCH FACULTY RECEIVE LITTLE SUPPORT TO DO RESEARCH WITH THE STUDENTS THEY TEACH OR CONTINUE THEIR OWN RESEARCH, AND DOCTORAL PROGRAMS OFTEN FAIL TO TRAIN THEIR GRADUATES TO MENTOR UNDERGRADUATE RESEARCH. TO ADDRESS THIS NEED, THE AMERICAN INSTITUTE OF MATHEMATICS AND THE INSTITUTE FOR COMPUTATIONAL AND EXPERIMENTAL RESEARCH IN MATHEMATICS CONDUCTED A SERIES OF FOUR ANNUAL RESEARCH EXPERIENCES FOR UNDERGRADUATE FACULTY (REUF) WORKSHOPS DURING THE SUMMERS OF 2021, 2022, 2023 AND 2024. PROGRESS CONTINUED THROUGH THE YEAR BY THE PI.2. COLLABORATIVE RESEARCH: UTMOST: UNDERGRADUATE TEACHING IN MATHEMATICS WITH OPEN SOFTWARE AND TEXTBOOKSUTMOST 3.0 WILL ADDRESS CHALLENGES IN THE UNDERGRADUATE STEM CURRICULUM, PARTICULARLY THE NEED TO PROMOTE STUDENT LEARNING AND THE DEVELOPMENT OF MATHEMATICAL AND COMPUTATIONAL SKILLS. SPECIFICALLY, THIS PROJECT FOCUSES ON OPEN SOURCE MATHEMATICS TEXT BOOKS THAT ARE AVAILABLE IN FREE ONLINE VERSIONS. IT SEEKS TO UNDERSTAND TWO INTERRELATED QUESTIONS: "HOW DO INSTRUCTORS AND STUDENTS USE TEXTBOOKS? AND HOW CAN WE DEVELOP TEXTBOOKS THAT BETTER SUPPORT TEACHING AND LEARNING." TO ANSWER THESE QUESTIONS, THE PROJECT WILL COMPLETE A COMPREHENSIVE EDUCATIONAL RESEARCH STUDY THAT INCLUDES GATHERING DATA FROM MULTIPLE CLASSROOMS IN A VARIETY OF SETTINGS, AND SUBSEQUENT ANALYSIS OF THAT DATA. THE DEVELOPMENT PORTION OF THE PROJECT WILL FOCUS ON PRETEXT, A PUBLISHING SYSTEM DESIGNED TO ENCOURAGE THE CREATION OF FREE, OPEN SOURCE TEXTBOOKS. THE PROJECT WILL EXAMINE THE USE OF EXISTING BOOKS CREATED WITH PRETEXT, AND FROM THESE OBSERVATIONS FURTHER DEVELOP THE PRETEXT PLATFORM, SO THAT OPEN SOURCE TEXTBOOKS CAN HAVE INCREASED EFFECTIVENESS. THE INTEGRATION OF RESEARCH AND DEVELOPMENT ACTIVITIES IS DESIGNED TO CREATEA CONTINUOUS CYCLE OF INNOVATION BETWEEN TE RESEARCH AND DEVELOPMENT ACTIVITIES. THE EDUCATION RESEARCH COMPONENT OF THIS PROJECT WILL STUDY 49 COURSES TAUGHT AT TWO-YEAR COLLEGES, AND FOUR-YEAR COLLEGES AND UNIVERSITIES. THESE COURSES INCLUDE FIRST-YEAR CALCULUS, SECOND-YEAR CALCULUS, SECOND-YEAR LINNEAR ALGEBRA, AND UPPER-DIVISION ABSTRACT ALGEBRA. THE RESEARCH STUDY WILL INVESTIGATE THE WORK OF INSTRUCTORS IN PLANNING AND TEACHING LESSONS DRAWN FROM AN ONLINE TEXTBOOK AND THE WORK OF STUDENTS AS THEY USE THE SAME TEXTBOOKS TO LEARN THE MATERIAL. IN ADDITION, THE STUDY WILL CONTRAST SUCH WORK WITH THE WORK THAT INSTRUCTORS AND STUDENTS DO WHEN USING LESS DYNAMIC RESOURCES, E.G. A PDF OR BOUND COPY OF THE SAME MATERIAL. PRETEXT IS A NEW AUTHORING PLATFORM THAT ENABLES AUTHORS TO EASILY FASHION A TEXTBOOK FOR BOTH PRINT (STATIC) AND ONLINE (DYNAMIC) FORMATS, INCLUDING BOTH COMPUTATIONAL AND INTERACTIVE COMPONENTS IN THE ONLINE VERSION. THE PROJECT WILL CONTINUE THE DEVELOPMENT OF PRETEXT AND THE TECHNICAL UNDERPINNINGS TO CREATE HIGH QUALITY ONLINE VERSIONS OF TEXTBOOKS, WHILE ONLY REQUIRING AUTHORS TO CONCENTRATE ON THEIR CONTENT. THE ACCESSIBILITY FEATURES FOR READERS WITH DISABILITIES WILL BE FURTHER IMPROVED. THE INHERENT TECHNICAL STRUCTURE OF ONLINE PRETEXT BOOKS WILL ALLOW AUTOMATED COLLECTION OF STUDENT TEXTBOOK USAGE DATA, ORGANIZED BY INDIVIDUAL READER, WITH RESOLUTION TO THE MINUTE AND AT THE LEVEL OF INDIVIDUAL COMPONENTS, SUCH AS VIEWING A VIDEO. THIS INTERPLAY BETWEEN RESEARCH AND DEVELOPMENT ACTIVITIES WILL PRODUCE LARGE AMOUNTS OF HIGH-QUALITY DATA ABOUT STUDENTS' USE OF THEIR TEXTBOOKS. THE OPEN TEXTBOOK I
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IRS990/ProgSrvcAccomActy3Grp/Desc0DIRECTED GRANTS (CONT):4. MATH FESTIVALS & MATH OUTREACH PROJECTSVARIOUS ACTIVITIES AND PROJECTS THAT SUPPORT LOCALLY ORGANIZED EVENTS THAT INSPIRE K-12 STUDENTS TO EXPORE MATHEMATICS THROUGH COLLABORATIVE, CREATIVE PROBLEM-SOLVING.5. A DISTRIBUTED LEARNING ENVIRONMENT FOR THE MATHEMATICS OF CLIMATE AND SUSTAINABILITYTHE RESEARCH PROJECT FOCUS WILL BE ON THE MATHEMATICS NEEDED FOR UNDERSTANDING OUR CLIMATE, ITS IMPACTS AND WILL HELP ADDRESS THE PRESSING ISSUES OF ADAPTATION AND SUSTAINABILITY IN LIGHT OF INEVITABLE CHANGES. THROUGH THIS PROGRAM, FOUR COHORTS OF STUDENTS WILL BE TRAINED IN THE MATHEMATICS UNDERLYING TE ALL-IMPORTANT SOCIETAL AND SCIENTIFIC ISSUES EMANATING FROM CLIMATE AND SUSTAINABILITY. THIS WILL SPAN A FIVE-YEAR PERIOD AND ENCOMPASS FOUR INTENSIVE WEEK-LONG SUMMER CAMPS.EACH COHORT WILL CONSIST OF SEVEN GRADUATE AND THREE UNDERGARDUATE STUDENTS. THEY WILL BE TRAINED IN COLLABORATIVE TEAM-WORK THAT WILL PREPARE THEM WELL FOR A CAREER IN ANY SCIENTIFIC ENDEAVOR INVOLVING MATHEMATICAL INVESTIGATION. EACH YEAR WILL INCLUDE ONLINE TRAINING TO PREPARE THE STUDENTS FOR THE SUMMER CAMP AND ONGOING FOCUS RESEARCH GROUPS DURING THE SUBSEQUENT ACADEMIC YEAR, DURING WHICH TIME THE STUDENTS WILL WORK ON CONCRETE RESEARCH PROBLEMS.A NEW APPROACH TO BOTH GRADUATE AND UNDERGRADUATE STUDENT RESEARCH TRAINING IN APPLIED MATHEMATICS IS ENVISIONED. THE PROGRAM WILL BE BASED AROUND YEARLY CYCLES IN WHICH A NEW COHORT OF STUDENTS WILL BE DRAWN FROM A NATIONAL POOL OF APPLICANTS EACH YEAR. THE STUDENTS WILL BE BROUGHT THROUGH THE PROGRAM AND TRAINED IN CRITICAL RESEARCH AND PROFESSIONAL SKILLS NEEDED IN THE MODERN WORLD OF COLLABORATIVE AND INTERDISCIPLINARY RESEARCH. THE YEAR-LONG ACTIVITIES WILL BE BUILT AROUND AN INTENSIVE SUMMER CAMP THAT KICKS OFF THE PROGRAM FOR EACH STUDENT AND ONGOING WEB-BASED GROUPS THROUGH WHICH MUCH OF THE SKILL-BUILDING AND MENTORING WILL TAKE PLACE. PROGRESS CONTINUED THROUGH THE YEAR BY THE PI.6. NSF INCLUDES PLANNING GRANTTHIS NSF PLANNING GRANT IS FUNDED BY NSF INCLUSION ACROSS THE NATION OF COMMUNITIES OF LEARNERS OF UNDERREPRESENTED DISCOVERERS IN ENGINEERING AND SCIENCE (NSF INCLUDES), A COMPREHENSIVE NATIONAL INITIATIVE TO ENHANCE U.S. LEADERSHIP IN DISCOVERIES AND INNOVATIONS BY FOCUSING ON DIVERSITY, INCLUSION AND BROADENING PARTICIPATION IN STEM AT SCALE. THE GOAL OF THIS PLANNING GRANT IS TO DEVELOP A SHARED VISION TO ADDRESS THE BOADENING PARTICIPATION CHALLENGES THAT INDIVIDUALS FROM UNDERREPRESENTED GROUPS DO NOT HAVE EQUITABLE ACCESS TO OPPORTUNITIES AND EXPERIENCES THAT SUPPORT POSITIVE IDENTITIES AS MATHEMATICAL LEARNERS, DOERS, AND PROFESSIONALS BY BRINGING TOGETHER FORMAL AND INFORMAL MATHEMATICS EDUCATION LEADERS TO DEVELOP A SHARED VISION FOR HOW TO WORK TOGETHER TO ADDRESS THIS CHALLENGE. THE CREATION THIS SHARED VISION WILL CONSTITUTE A SIGNIFICANT STEP TOWARD ATTAINING THE NSF INCLUDES OBJECTIVE OF INCREASING THE ACTIVE PARTICIPATION OF THOSE WHO HAVE BEEN TRADITIONALLY UNDERSERVED AND UNDERREPRESENTED IN STEM FIELDS. PROGRESS CONTINUED THROUGH THE YEAR BY THE PI.7. OTHER SMALLER DIRECTED GRANTSPROGRESS CONTINUED THROUGH THE YEAR BY THE PI.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Institute's collection includes rare books and reprints, which are held for their historical significance and curatorial purpose. Collection items acquired are capitalized at cost if the item was purchased or at their appraised or fair value on the accession date (the date on which the item is accepted by the Board of Trustees), if the item was donated. The Institute allows for the use of proceeds from deaccessioned collection items to be used for both acquisition of new collections items and the direct care of existing collections. Direct care includes expenses to preserve and protect the collection, such as providing a locked and secure storage area, temperature control, and other similar expenses.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTE IS GENERALLY EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND FROM CALIFORNIA REVENUE TAXATION CODE SECTION 23701(D), RESPECTIVELY. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DONATED INDIRECT COSTS $98106
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FRINGE BENEFIT RECOVERY FROM GRANTS $198429
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
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