2017-12-14T11:00:31-06:00 2017-07-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2016-08-01 541295407 MATHCOUNTS Foundation MATH 7032999006 1420 King Street Alexandria VA 223142750 Louis Digioia Executive Director & Secretary 7032999006 2017-12-14 1 Lori A Collingsworth P00639819 7038930300 2017-12-14 72.214.41.82 2017-12-14 11:59:20 ES P 539A6A236E8C35E9CB3BF805290DF5953BA1CD00 539A6A236E8C35E9CB3BF805290DF5953BA1CD00 2016 2017-02-10 21:41:12Z Louis Digioia 1420 King Street Alexandria VA 223142750 3166237 0 X www.mathcounts.org X 1984 DE Providing engaging math programs for US middle school students. 19 18 9 17000 0 0 1722126 2014268 1052245 1076046 65060 71324 8390 4599 2847821 3166237 301232 285426 0 0 895881 913872 0 0 139181 1623570 1546873 2820683 2746171 27138 420066 2723357 3352028 494458 533530 2228899 2818498 MATHCOUNTS provides engaging math programs for US middle school students of all ability levels to build confidence and improve attitudes towards math and problem solving. 0 0 1991541 285426 984318 MATHCOUNTS Competitition Series and Support:MATHCOUNTS cultivates talent in the nation's brightest minds through the MATHCOUNTS Competition Series. Students are brought together from all 50 states at hundreds of local in-person contests - the only program of its kind to do so. Winners advance through 4 levels of competition - school, chapter, state, and national - until the overall national individual and team champions are determined. 237540 96327 The National Math Club:MATHCOUNTS inspires curiosity and builds confidence in students of all math ability levels through The National Math Club. The program creates a space where math learning is fun, social and supportive, so that every student becomes a lifelong math learner. Any individual can sign up to be a club leader and receive free materials to conduct fun math games with their students. Clubs with active participation receive extra recognition and rewards. 197670 Public Relations and Newsletter:MATHCOUNTS conducts an extensive campaign to share our wide array of educational resources to teachers, school administrators, students, and parents throughout the country. This campaign includes our biannual newsletter that is distributed to every middle school in the United States and contains a free math poster for classrooms. 2426751 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 4 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WA WI X X Louis Digioia 7032999006 1420 King Street Alexandria VA 223142750 Pam Erickson Chair 2.00 X X 0 0 0 Charles Wampler Vice Chair 2.00 X X 0 0 0 David Case Treasurer 2.00 X X 0 0 0 Bhupinder Singh Immediate Past Chair 2.00 X X 0 0 0 Louis DiGioia Secretary/ Executive Director 40.00 X X 197510 0 17271 Andrew Carroll Member 2.00 X 0 0 0 John Daegele Member 2.00 X 0 0 0 Nathaniel Edmonds Member 2.00 X 0 0 0 Victor Garcia Member 2.00 X 0 0 0 Gerran Geyser Member 2.00 X 0 0 0 Linda Gojak Member 2.00 X 0 0 0 Michael Hardy Member 2.00 X 0 0 0 Aaron Kock Member 2.00 X 0 0 0 Jennifer Novak Member 2.00 X 0 0 0 Heidi Pomerantz Member 2.00 X 0 0 0 Sulaksh Shah Member 2.00 X 0 0 0 Justin Steil Member 2.00 X 0 0 0 Chris Stone Member 2.00 X 0 0 0 Cris Turner Member 2.00 X 0 0 0 Kristen Chandler Associate Executive Director 40.00 X 130250 0 16926 327760 0 34197 2 0 1 0 Insperity 19001 Crescent Springs Drive Kingwood TX 77339 Professional employment organization 683181 NSPE 1420 King Street Alexandria VA 22314 Rent and services 356843 HBP Inc 952 Frederick Street Hagerstown MD 21740 Printing and fulfillment 266253 Marriott PO Box 402642 Atlanta GA 30384 Hotel for National Competition 210563 M Squared 2236 Northmont Pkwy Duluth GA 30096 Audio visual provider 105955 5 2014268 46500 2014268 Competition Registration 900099 933821 933821 Coaching Materials/Promo items 900099 142225 142225 1076046 71324 71324 Other Revenue 900099 4599 4599 4599 3166237 1080645 0 71324 234426 234426 51000 51000 219560 184526 8983 26051 537310 451577 21981 63752 87091 73196 3562 10333 69911 58756 2860 8295 14822 14822 15773 15773 14385 14385 198544 167522 22397 8625 12084 12084 318118 277727 33004 7387 31810 20213 11597 118495 98988 5533 13974 291691 287818 3109 764 52654 51134 1520 81667 79005 2662 7320 7320 National Competition 381390 378779 2611 Staff Development 8120 8120 2746171 2426751 180239 139181 458731 175828 51390 503835 0 128850 12337 35481 46301 78466 433726 307577 75026 126149 2079572 2303419 2723357 3352028 98668 85871 315699 317123 25284 71670 54807 58866 494458 533530 X 1928899 2218498 300000 600000 2228899 2818498 2723357 3352028 420066 169533 0 X X 0 1 X 1 0 X 2113397 1759958 1402702 1722126 2014268 9012451 2113397 1759958 1402702 1722126 2014268 9012451 4281458 4730993 41103 1099 631 41001 71324 155158 2909 1443 2086 8390 4599 19427 9187036 5282581 0.51500 0.53280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 433726 307577 126149 126149 X 3381025 169533 59640 229173 3151852 14385 14385 3166237 2791426 59640 59640 2731786 14385 14385 2746171 Part IV, Line 2b: The Foundation receives contributions for use in support of state competitions. The donors require that these contributions be used to reimburse the state societies for costs they have incurred in support of state competitions. The State Custodials funds held were $58,866 and $54,807 as of July 31, 2017 and 2016, respectively. Part X, Line 2: Management has evaluated the Foundation's tax positions and concluded that the Foundation's financial statements do not include any uncertain tax positions. 1 The California Society of Professional Engineers Education Foundation 333 University Ave Suite 200 Sacramento CA 95825 680092524 501(c)(3) 15885 N/A N/A State Registration Fee Reimbursements Engineers Foundation of Ohio 400 S 5th Street Suite 300 Columbus OH 43215 316056683 501(c)(3) 8720 N/A N/A State Registration Fee Reimbursements Florida Engineering Foundation PO Box 750 Tallahassee FL 32302 592741883 501(c)(3) 12640 N/A N/A State Registration Fee Reimbursements Foundation for Engineering Education Inc 6 Airline Drive Albany NY 12205 141795649 501(c)(3) 6750 N/A N/A State Registration Fee Reimbursements Illinois Engineering Foundation 100 E Washington Street Flr 1 Springfield IL 62701 510185971 501(c)(3) 9220 N/A N/A State Registration Fee Reimbursements Iowa Engineering Foundation 100 Court Avenue Des Moines TX 50309 421291574 501(c)(3) 5024 N/A N/A State Registration Fee Reimbursements/ Chapter/State Designated Reimbursements MATHCOUNTS Manhattan 514 W End Avenue Apt 11A New York NY 10024 815089928 501(c)(3) 12025 N/A N/A Chapter/State Designated Reimbursements Michigan Engineers Foundation PO Box 15276 Lansing MI 48901 382227246 501(c)(3) 5595 N/A N/A State Registration Fee Reimbursements Minnesota MATHCOUNTS 880 Blue Gentian Road 170 Eagan MN 55121 416042142 501(c)(3) 6255 N/A N/A State Registration Fee Reimbursements New Jersey Society of Professional Engineers Inc 414 River View Plz Trenton NJ 08611 210607342 501(c)(6) 5490 N/A N/A State Registration Fee Reimbursements National Society of Professional Engineers Colorado Education Foundation 7515 Conifer Drive Colorado Springs CO 80920 841162742 501(c)(3) 5300 N/A N/A State Registration Fee Reimbursements Pennsylvania Engineering Foundation 908 N 2nd St Harrisburg PA 17102 232120211 501(c)(3) 12255 N/A N/A State Registration Fee Reimbursements/ Chapter/State Designated Reimbursements Professional Engineers of North Carolina-Educational Foundation 1500 Sunday Dr Ste 102 Raleigh NC 27607 561437097 501(c)(3) 8160 N/A N/A State Registration Fee Reimbursements Texas Engineering Foundation PO Box 2145 Austin TX 78768 746105653 501(c)(3) 14435 N/A N/A State Registration Fee Reimbursements/ Chapter/State Designated Reimbursements Virginia Society of Professional Engineers Educational Fund 5301 Creek Heights Dr Midlothian VA 23112 541531409 501(c)(3) 5090 N/A N/A State Registration Fee Reimbursements 14 1 Alumni Scholarship Awards 1 3000 0 N/A N/A Math Video Challenge Scholarship Awards 4 4000 0 N/A N/A National Competition Scholarship Awards 7 44000 0 N/A N/A Part I, Line 2: MATHCOUNTS maintains records to substantiate all state grant and scholarships awards. Scholarships are paid directly to colleges (funds are not given directly to the students), and enrollment of each student is verified prior to funds being released to the school. Part III, Column (f) The MATHCOUNTS Alumni Scholarship Award is presented to an outstanding alumnus/a whose experience in a MATHCOUNTS program had an impact on his/her outlook on math and influenced his/her academic or professional pursuits. The Math Video Challenge is a national program that challenges students to develop their math, communication and technology skills in a collaborative video project. Created in 2011, it is a completely free program and is open to all sixth-, seventh- and eighth-grade students. Students can participate through their school or through a non-school group. At the Math Video Challenge Finals in May, the 224 Mathletes at the National Competition vote to determine the First Place Video. The 4 student team who created the winning video each receive a $1000 scholarship. All videos created during the contest are added to the Math Video Challenge online archive, providing a free educational tool for students and teachers. The MATHCOUNTS Competition Series is a national program that provides students the opportunity to compete in live, in-person contests against and alongside their peers. Created in 1983, it is the longest-running MATHCOUNTS program and is open to all sixth-, seventh- and eighth-grade students. The MATHCOUNTS Competition Series awards scholarships and awards for winners and runner ups, including the $20,000 Donald G. Weinert Scholarship for the National Champion. X X X X X 0 0 0 0 0 0 0 0 0 Louis DiGioia Secretary/ Executive Director 182510 0 15000 0 0 0 9875 0 7396 0 214781 0 0 0 X Calculators 1 46500 FMV 0 0 0 Part V, Lines 2a & b, Part VII, Part IX Compensation & Benefits Reporting: Through March of 2016, staffing costs and benefits were reimbursed to the National Society of Professional Engineers (NSPE), an affiliated, but unrelated organization at cost. NSPE filed all required federal employment returns for the Foundation's payroll January - March 2016. In April of 2016, the Foundation contracted with Insperity PEO Services, L.P. ("Insperity") as their professional employer organization. Insperity filed all required federal employment returns for the Foundation's payroll April 2016 - December 2016. Form 990, Part VI, Section B, line 11b The Executive Director submits a draft form 990 to the Board of Directors for review. The Board of Directors then votes on whether to file form 990 as is, or request changes. Form 990, Part VI, Section B, line 12c Each year at the fall board meeting, the conflict of interest policy is discussed by the full board and each member is asked to review and sign the policy. Form 990, Part VI, Section B, line 15a The Personnel Committee annually reviews the performance of the Executive Director, and then deliberates as a group to determine compensation. The Committee is provided with independent salary survey data to determine comparability of the compensation package. Form 990, Part VI, Section C, line 19 MATHCOUNTS makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2c: Mathcounts has a Budget and Finance Committee tasked with reviewing and approving the audit, financial statements, and annual budget. The process has not changed from last year.