THE MATH LEARNING CENTER: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MATH LEARNING CENTER (EIN 51-0204735)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349313609
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:56:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 BROADWAY SUITE 1300 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510204735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MATH LEARNING CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATH | BusinessNameControlTxt |
| Phone | 5033708130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12929 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LUDEMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5033708130 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSALINDA MARIKAR CPA | PreparerPersonNm |
| PTIN | P01684134 | PTIN |
| Phone | 2532721555 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD LUDEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12929 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,355,933 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MATHLEARNINGCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE & ENABLE INDIVIDUALS TO DISCOVER AND DEVELOP THEIR MATHEMATICAL CONFIDENCE AND ABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,929,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,793,487 | CYProgramServiceRevenueAmt |
| PY Investment Income | $491,993 | PYInvestmentIncomeAmt |
| CY Investment Income | $840,336 | CYInvestmentIncomeAmt |
| PY Other Revenue | $98,175 | PYOtherRevenueAmt |
| CY Other Revenue | $97,566 | CYOtherRevenueAmt |
| PY Total Revenue | $40,519,251 | PYTotalRevenueAmt |
| CY Total Revenue | $44,731,389 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,437 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,074,081 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,468,875 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,548,189 | PYOtherExpensesAmt |
| CY Other Expenses | $31,089,765 | CYOtherExpensesAmt |
| PY Total Expenses | $37,682,270 | PYTotalExpensesAmt |
| CY Total Expenses | $41,601,077 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,836,981 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,130,312 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,713,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,721,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,728,614 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,897,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,985,139 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,824,509 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE AND ENABLE INDIVIDUALS TO DISCOVER AND DEVELOP THEIR MATHEMATICAL CONFIDENCE AND ABILITY. OUT PROGRAMS DEVELOP STUDENTS/ DEEP UNDERSTANDINGS OF MATHEMATICAL CONCEPTS, PROFICIENCY WITH KEY SKILLS, AND ABILITY SOLVE COMPLEX AND NOVEL PROBLEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,232,892 | ExpenseAmt |
| Grant | $42,437 | GrantAmt |
| Revenue | $42,639,113 | RevenueAmt |
| Desc | INSTRUCTIONAL MATERIALS. CENTRAL TO OUR MISSION IS PROVIDING STUDENTS AND TEACHERS WITH HIGH QUALITY EDUCATIONAL MATERIALS. WE DEVELOP AND PUBLISH CURRICULA AND SUPPLEMENTAL PROGRAMS INCLUDING BRIDGES IN MATHEMATICS, NUMBER CORNER, AND BRIDGES INTERVENTION. THE SECOND EDITION OF THESE MATERIALS IS USED BY APPROXIMATELY 2,000,000 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,950,876 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,154,374 | RevenueAmt |
| Desc | PROFESSIONAL DEVELOPMENT AND SUPPORT. WE BELIEVE PROFESSIONAL DEVELOPMENT FOR EDUCATORS IS ESSENTIAL FOR STUDENT SUCCESS. COMPLIMENTARY WORKSHOPS ARE INCLUDED WITH THE PURCHASE OF OUR CURRICULUM AND WE PROVIDE A FREE ONLINE TEACHER SUPPORT SITE. WE ALSO OFFER FEE-BASED PROFESSIONAL DEVELOPMENT SERVICES INCLUDING CUSTOM WORKSHOPS, ON SITE CONSULTING AND ONLINE COURSES. IN 2024 WE DELIVERED OVER 1,100 WORKSHOPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $96,395 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FREE RESOURCES: IN 2024 OUR VIRTUAL MANIPULATIVE MATH APPS RECORDED APPROXIMATELY 15.1 MILLION WEB SESSIONS AND 10 MILLION DOWNLOADS FROM THE APPLE APP STORE. OUR WEBSITE ALSO FEATURES OVER 200 FREE LESSONS AND ACTIVITIES WHICH COLLECTIVELY RECEIVED NEAR 605K PAGE VIEWS. OTHER PROGRAMS INCLUDE MATERIALS GRANTS, CURRICULUM ACCESS FOR UNIVERSITY SCHOOLS OF EDUCATION, AND MATH SPECIALIST SCHOLARSHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,280,163 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LUDEMAN | PersonNm |
| Phone | 8005758130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12929 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| LUDEMAN RICHARD | |||||||||
| CHIEF EXECUTIVE OFFICER | 38.00 | 2.00 | Yes (X) | $318,372 | $0 | $49,779 | |||
| VENNEBUSH GEORGE | |||||||||
| CHIEF LEARNING OFFICER | 40.00 | Yes (X) | $233,020 | $0 | $38,549 | ||||
| NICKERSON JILLOYCE | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $198,265 | $0 | $47,180 | ||||
| ANDERSON KELLY | |||||||||
| CHIEF PEOPLE OFFICER | 40.00 | $194,165 | $0 | $42,008 | Yes (X) | ||||
| DRAKE COREY | |||||||||
| DIRECTOR PROFESSIONAL LEARNING | 40.00 | $167,813 | $0 | $32,614 | Yes (X) | ||||
| MCCARTNEY DIXIE | |||||||||
| VP PUBLISHING | 40.00 | $170,260 | $0 | $28,129 | Yes (X) | ||||
| WALLUS MICHAEL | |||||||||
| VP EDUCATOR SUPPORT | 40.00 | $177,314 | $0 | $20,937 | Yes (X) | ||||
| GALES TIMOTHY | |||||||||
| DIRECTOR OF IT | 40.00 | $155,939 | $0 | $17,102 | Yes (X) | ||||
| WINBORN GEORGE | |||||||||
| DIRECTOR OF COMMUNICATION | 40.00 | $137,219 | $0 | $12,267 | Yes (X) | ||||
| CRIST NATALIE | |||||||||
| DIRECTOR OF CONTENT DEVELOPMENT | 40.00 | $128,571 | $0 | $19,581 | Yes (X) | ||||
| STEVE BURT | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BONNIE ROSS | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM ZAHNER | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH COYNER | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DR REBEKAH ELLIOT | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| NICOLE JOSEPH | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RANIE LAMBE | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DARRELL STEWART | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,880,938 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,146 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CLARITY INNOVATIONS | ||||||||||
| 160 NE 6TH AVENUE SUITE 300 | PORTLAND | OR | 97232 | SOFTWARE DEVELOPMENT AND CLOUD INFRASTRU | $1,221,059 | |||||
| OLD DOMINION FREIGHT | ||||||||||
| PO BOX 742296 | LOS ANGELES | CA | 900742296 | PRODUCT/GOODS SHIPPING | $987,404 | |||||
| LANGUAGE LINE - TRANSLATION SOLUTIONS | ||||||||||
| PO BOX 202560 | DALLAS | TX | 753502560 | TRANSLATION SERVICES | $881,944 | |||||
| FEDERAL EXPRESS | ||||||||||
| PO BOX 7221 | PASADENA | CA | 911097321 | PRODUCT/GOODS SHIPPING | $735,318 | |||||
| ALTO CONSULTANTS | ||||||||||
| ERP SUPPORT | $496,241 | 1135 RUE JEAN-DE BREBEUF | LAVAL | QUEBEC | CA | H7E 3Y6 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BOOKS/CURRICULUM SALES | 611710 | $42,639,113 | $42,639,113 |
| INSTRUCTIONAL WORKSHP | 611710 | $1,154,374 | $1,154,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,793,487 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $929,055 | TotalRevenueColumnAmt |
| Exclusion | $929,055 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,535,825 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,624,544 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$88,719 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$88,719 | TotalRevenueColumnAmt |
| Exclusion | -$88,719 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DEBT RECOVERY | 900099 | $51,842 | $51,842 |
| MISCELLANEOUS INCOME | 900099 | $45,724 | $45,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $97,566 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,731,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,793,487 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $937,902 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,437 | TotalAmt |
| Program Services | $42,437 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,589 | TotalAmt |
| Program Services | $1,068,867 | ProgramServicesAmt |
| Management And General | $250,722 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,940,999 | TotalAmt |
| Program Services | $5,604,307 | ProgramServicesAmt |
| Management And General | $1,336,692 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,450 | TotalAmt |
| Program Services | $575,254 | ProgramServicesAmt |
| Management And General | $137,196 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,399 | TotalAmt |
| Program Services | $713,474 | ProgramServicesAmt |
| Management And General | $169,925 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,438 | TotalAmt |
| Program Services | $494,719 | ProgramServicesAmt |
| Management And General | $117,719 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,002 | TotalAmt |
| Management And General | $157,002 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,269 | TotalAmt |
| Management And General | $99,269 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,439 | TotalAmt |
| Management And General | $90,439 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560,581 | TotalAmt |
| Program Services | $380,915 | ProgramServicesAmt |
| Management And General | $1,179,666 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,636 | TotalAmt |
| Program Services | $472,636 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,020 | TotalAmt |
| Management And General | $94,020 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,072 | TotalAmt |
| Management And General | $640,072 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,739 | TotalAmt |
| Management And General | $202,739 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,498 | TotalAmt |
| Management And General | $331,498 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,002 | TotalAmt |
| Program Services | $566,115 | ProgramServicesAmt |
| Management And General | $314,887 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,199 | TotalAmt |
| Program Services | $170,820 | ProgramServicesAmt |
| Management And General | $882,379 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,193 | TotalAmt |
| Management And General | $219,193 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BOOKS & MATERIALS | $22,105,617 | $22,105,617 | |
| PRODUCT DEVELOPMENT | $2,377,207 | $2,377,207 | |
| RESEARCH PROJECTS | $470,814 | $470,814 | |
| WORKSHOP | $137,965 | $137,965 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,512 | TotalAmt |
| Program Services | $99,016 | ProgramServicesAmt |
| Management And General | $97,496 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,601,077 | TotalAmt |
| Program Services | $35,280,163 | ProgramServicesAmt |
| Management And General | $6,320,914 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,127,650 | BOYAmt |
| EOY | $3,582,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,658,571 | BOYAmt |
| EOY | $16,059,452 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,905 | BOYAmt |
| EOY | $1,222,725 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,371,221 | BOYAmt |
| EOY | $17,429,365 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,500 | BOYAmt |
| EOY | $659,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,528,020 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,963,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,247,281 | BOYAmt |
| EOY | $11,564,475 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,724,761 | BOYAmt |
| EOY | $14,059,126 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,864 | BOYAmt |
| EOY | $144,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,713,753 | BOYAmt |
| EOY | $64,721,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,733,953 | BOYAmt |
| EOY | $1,292,415 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,661 | BOYAmt |
| EOY | $1,604,747 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,728,614 | BOYAmt |
| EOY | $2,897,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,985,139 | BOYAmt |
| EOY | $61,824,509 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,985,139 | BOYAmt |
| EOY | $61,824,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,713,753 | BOYAmt |
| EOY | $64,721,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,130,312 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$226,525 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$64,417 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $850,290 | CurrentTaxYearMinus4YearsAmt |
| Total | $850,290 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,007,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,412,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,381,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,929,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,845,329 | CurrentTaxYearAmt |
| Total | $204,575,321 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,858,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,412,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,381,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,929,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,845,329 | CurrentTaxYearAmt |
| Total | $205,425,611 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,108,636 | CurrentTaxYearAmt |
| Total | $2,108,636 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,108,636 | CurrentTaxYearAmt |
| Total | $2,108,636 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $203,316,975 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $412,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $929,055 | CurrentTaxYearAmt |
| Total | $2,393,523 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $412,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $616,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $929,055 | CurrentTaxYearAmt |
| Total | $2,393,523 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $33,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,724 | CurrentTaxYearAmt |
| Total | $280,302 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,080,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,657,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,896,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,643,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,820,108 | CurrentTaxYearAmt |
| Total | $208,099,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98830 | PublicSupportPY509Pct |
| Investment Income CY | 0.01150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC REVENUE - 2021 AMOUNT: $ 33,127. 2022 AMOUNT: $ 103,276. 2023 AMOUNT: $ 98,175. 2024 AMOUNT: $ 45,724. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,706,496 | OtherCostOrOtherBasisAmt |
| Book Value | $2,706,496 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,335,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,636,526 | DepreciationAmt |
| Book Value | $6,698,934 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,253,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $846,967 | DepreciationAmt |
| Book Value | $1,406,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $738,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $648,917 | DepreciationAmt |
| Book Value | $90,012 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,494,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $831,135 | DepreciationAmt |
| Book Value | $662,929 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,564,475 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ADHERES TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PERTAINING TO UNCERTAIN TAX POSITIONS. THOSE PRINCIPLES CALL FOR UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY OF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON REGULATORY EXAMINATION. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AFFECTING THE ORGANIZATION'S TAX STATUS OR CONSOLIDATED FINANCIAL STATEMENTS. INCOME TAX RETURNS FOR 2021,2022, AND 2023 ARE OPEN TO EXAMINATION BY THE IRS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SALES OF MATH BOOKS AND CURRICULUM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CALIFORNIA SANTA BARBARA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3227 CHEAZLE HALL MC2050 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 356006145 | RecipientEIN |
| IRC Section | STATE OF CALIFORNIA | IRCSectionDesc |
| Cash Grant | $31,542 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | RESEARCH GRANT - SUPPORT OF A STUDY ON UNDERSTANDING THE EFFECTS OF MLC'S INTERVENTION CURRICULUM ON 3RD GRADE STUDENTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUDEMAN RICHARD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $315,872 | $0 | $2,500 | $0 | $0 | $0 | $30,500 | $0 | $19,279 | $0 | $368,151 | $0 | $0 | $0 |
| VENNEBUSH GEORGE | ||||||||||||||
| CHIEF LEARNING OFFICER | $230,520 | $0 | $2,500 | $0 | $0 | $0 | $27,727 | $0 | $10,822 | $0 | $271,569 | $0 | $0 | $0 |
| NICKERSON JILLOYCE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $195,765 | $0 | $2,500 | $0 | $0 | $0 | $27,041 | $0 | $20,139 | $0 | $245,445 | $0 | $0 | $0 |
| ANDERSON KELLY | ||||||||||||||
| CHIEF PEOPLE OFFICER | $191,665 | $0 | $2,500 | $0 | $0 | $0 | $23,000 | $0 | $19,008 | $0 | $236,173 | $0 | $0 | $0 |
| DRAKE COREY | ||||||||||||||
| DIRECTOR PROFESSIONAL LEARNING | $165,313 | $0 | $2,500 | $0 | $0 | $0 | $12,527 | $0 | $20,087 | $0 | $200,427 | $0 | $0 | $0 |
| MCCARTNEY DIXIE | ||||||||||||||
| VP PUBLISHING | $167,760 | $0 | $2,500 | $0 | $0 | $0 | $20,294 | $0 | $7,835 | $0 | $198,389 | $0 | $0 | $0 |
| WALLUS MICHAEL | ||||||||||||||
| VP EDUCATOR SUPPORT | $174,814 | $0 | $2,500 | $0 | $0 | $0 | $6,500 | $0 | $14,437 | $0 | $198,251 | $0 | $0 | $0 |
| GALES TIMOTHY | ||||||||||||||
| DIRECTOR OF IT | $153,439 | $0 | $2,500 | $0 | $0 | $0 | $0 | $0 | $17,102 | $0 | $173,041 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CEO'S COMPENSATION IS REVIEWED AND VOTED ON BY THE BOARD OF DIRECTORS. THE ORGANIZATION EMPLOYS THIRD-PARTY SURVEYS TO DEVELOP A MARKET-BASED SALARY STRUCTURE AND BENCHMARK ALL EXISTING JOBS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE MATH LEARNING CENTER DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOTH THE CFO AND THE CEO REVIEW THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | BOARD MEMBERS AFFIRM COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CONFLICTS ARE ADDRESSED IN THE ORGANIZATION'S BYLAWS AND IN THE EMPLOYEE HANDBOOK. THE BYLAWS DIRECT THAT ANY TRANSACTION BETWEEN THE CORPORATION AND ONE OR MORE OF ITS DIRECTORS, OR ANOTHER PARTY IN WHICH ONE MORE OF ITS DIRECTORS ARE INTERESTED, SHALL BE VALID IF THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS AND IT AUTHORIZES, APPROVES, OR RATIFIES THE CONTRACT OR TRANSACTION. THE CONFLICTED DIRECTOR SHALL BE RECUSED FROM THE VOTING ON SUCH MATTER. POTENTIAL CONFLICTS ARE ALSO REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION EMPLOYS THIRD-PARTY SURVEYS TO DEVELOP A MARKET-BASED SALARY STRUCTURE AND BENCHMARK ALL EXISTING JOBS. THE CEO'S COMPENSATION IS REVIEWED AND VOTED ON BY A COMMITTEE OF THE BOARD. THE CHIEF PEOPLE OFFICER MAKES A RECOMMENDATION TO THE COMMITTEE USING A 3RD PARTY COMPENSATION SURVEY. THE CEO'S COMPENSATION WAS LAST REVIEWED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ANNUAL TAX RETURN IS PUBLICLY ACCESSIBLE, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIER MATH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12929 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832035077 | EIN |
| Primary Activities | ENABLING HIGH-QUALITY MATH EDUCATION WITH MATERIALS & RESEARCH COLLABORATION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MATH LEARNING CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MAIER MATH FOUNDATION | ||
| G | $10,659 | INVOICE |
| MAIER MATH FOUNDATION | ||
| O | $24,587 | PERCENTAGE OF TIME ALLOCATED |
| MAIER MATH FOUNDATION | ||
| Q | $8,571 | INVOICE |