2015-01-20T11:41:49-06:00 2013-12-31 KPMG LLP 210 Park Ave Suite 2850 Oklahoma City OK 73102 990 2013-01-01 113769438 NATIONAL MATH AND SCIENCE INITIATIVE INC % TAMMY KNAPP NATI 2143461200 8350 NORTH CENTRAL EXPRESSWAY Suite M-2200 DALLAS TX 75206 TAMMY KNAPP CHIEF FINANCIAL OFFICER 2143461200 2014-12-24 true 405-239-6411 P00652612 2143461200 2014-10-30 2013 2016-03-07 17:11:31Z SARA TUCKER CEO SAME AS ABOVE DALLAS TX 75206 55816015 false X WWW.NATIONALMATHANDSCIENCE.ORG X 2006 TX THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. 14 14 122 16 0 28501033 48384204 6200831 7429205 45794 2606 0 0 34747658 55816015 16453733 21130848 0 0 8640347 10124196 0 0 1985936 14420958 17708904 39515038 48963948 -4767380 6852067 17977511 23194630 4046228 2411280 13931283 20783350 X THE MISSION OF NMSI IS TO ADVANCE MATH AND SCIENCE EDUCATION IN THE UNITED STATES. false false 17256778 8202034 COLLEGE READINESS PROGRAM - HIGH SCHOOL AP TRAINING AND INCENTIVES PROGRAM - SEE SCHEDULE O, STMT 1 13766117 12928814 UTEACH PROGRAM - SEE SCHEDULE O, STMT 2 7946565 7429205 LAYING THE FOUNDATION - SEE SCHEDULE O, STMT 3 4014508 AP TEXAS PROGRAM 4014508 42983968 true true false true false false false false false false true false false false false false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 1013 0 122 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X TAMMY KNAPP 2143461200 8350 N CENTRAL EXP SUITE M-2200 DALLAS TX 75206 X TOM LUCE CEO AND DIRECTOR 40.0 X X TOM ARSENEAULT DIRECTOR 3.0 X DR BRUCE ALBERTS DIRECTOR 3.0 X NORMAN AUGUSTINE DIRECTOR 3.0 X CAROLYN BACON DICKSON DIRECTOR 3.0 X NANCY GRASMICK DIRECTOR 3.0 X DR BERNARD HARRIS DIRECTOR 3.0 X SHIRLEY MALCOM DIRECTOR 3.0 X MARY ANN RANKIN DIRECTOR 3.0 X ARTHUR RYAN DIRECTOR 3.0 X DR BEVERLY TATUM DIRECTOR 3.0 X DR ROY VAGELOS DIRECTOR 3.0 X KENNETH COHEN DIRECTOR 3.0 X DR RAY JOHNSON DIRECTOR 3.0 X DR CHARLES VEST DIRECTOR 3.0 X 0 0 0 DAVID COLEMAN DIRECTOR 3.0 X 0 0 0 SARA TUCKER CEO 40.0 X 384583 0 9895 TAMMY KNAPP CFO 40.0 X 55500 6616 GREGG FLEISHER CAO 40.0 X 278250 0 30237 PATRICIA PICKARD CFO 40.0 X 109940 0 9675 DAVID SABA COO 40.0 X 253532 0 29208 JULLIE MCCORMICK SCIENCE CONTACT DIRECTOR 40.0 X 156000 0 19310 DALE FLEURY APTIP REGIONAL DIRECTOR 40.0 X 142899 0 21209 RONDA BRANDON DIRECTOR TEACHER TRAINING 40.0 X 166377 0 15113 ROBIN ROBINSON CONTROLLER 40.0 X 143125 0 21223 BRIAN LEE SYSTEM ARCHITECT 40.0 X 134800 0 20723 TIMOTHY PYLATE FUNDRAISING DIRECTOR 40.0 X 106633 0 13996 MARCUS LINGENFELTER VP GOV'T RELATIONS 40.0 X 141850 0 23899 KATHRYN ALLEN VP DEVELOPMENT 40.0 X 143188 0 18134 2216677 0 239238 31 false true false DUBERSTEIN GROUP LLC 210 PENNSYLVANIA AVE NW 500 WASHINGTON DC 20037 LOBBYING 165245 MORRIS AND BERGER 500 N BRAND BLVD SUITE 2150 GLENDALE CA 91203 EXEC. 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SUPPLEMENTAL INFORMATION 2 SCHEDULE A, PART II, LINE 17A AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), NATIONAL MATH AND SCIENCE INITIATIVE (NMSI) IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A). AS NOTED IN ITS DETERMINATION LETTER, DATED AUGUST 29, 2007, IT WAS FURTHER CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT A PRIVATE FOUNDATION, UNDER IRC SECTION 509(A)(1) AND 170(B)(1)(A)(VI) DURING ITS ADVANCED RULING PERIOD, WHICH ENDED ON JULY 31,2010. NMSI CONTINUES TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCE TEST AS DISCUSSED BELOW. NMSI WAS FORMED TO ADVANCE MATH AND SCIENCE EDUCATION AND FACILITATE THE NATIONAL SCALE-UP OF PROGRAMS THAT HAVE A DEMONSTRATED IMPACT ON MATH AND SCIENCE EDUCATION IN THE UNITED STATES. TO ACCOMPLISH ITS CHARITABLE PURPOSE, NMSI RECEIVES FUNDING FROM VARIOUS CORPORATE SPONSORS, INDIVIDUALS, AND OTHER PUBLIC SOURCES, AND IN TAX YEAR 2010 BEGAN RECEIVING ITS FIRST IN A SERIES OF GOVERNMENT GRANTS. FOR THE YEAR ENDING DECEMBER 31, 2013, NMSI RECEIVED 31.54 PERCENT OF ITS SUPPORT FROM PUBLIC SOURCES. THIS EXCEEDS THE 10 PERCENT MINIMUM THRESHOLD AND THEREFORE SUPPORTS THE FOUNDATION'S STATUS AS A PUBLICLY SUPPORTED ORGANIZATION. NMSI BEGAN OPERATIONS ON NOVEMBER 21, 2006 AND IN ITS INITIAL SEVEN YEARS AS A START-UP ORGANIZATION RECEIVED SIGNIFICANT FUNDING FROM APPROXIMATELY TEN LARGE DONORS, INCLUDING CORPORATE SPONSORS, INDIVIDUALS, AND LARGE PRIVATE FOUNDATIONS. NMSI HAS ALSO RECEIVED AN INCREASING AMOUNT OF SUPPORT FROM OTHER DONORS OF LESSER AMOUNTS AND FROM GOVERNMENT GRANTS, INCLUDING A SERIES OF MULTI-YEAR GRANTS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE U.S. DEPARTMENT OF DEFENSE. GIVEN THAT NMSI HAS BEEN IN EXISTENCE FOR LESS THAN TEN YEARS, THE WIDE VARIETY OF REPRESENTATIVE DONORS AND THE INCREASE IN THE NUMBER OF SMALLER DONORS AND GOVERNMENT GRANTS PROVIDES SUPPORT THAT NMSI QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SECTION 501(A)/170(B)(1)(A)(VI). FURTHER NMSI IS ORGANIZED AND OPERATED TO ATTRACT AND IS ACTIVELY PURSUING ADDITIONAL SOURCES OF PUBLIC SUPPORT. IN PARTICULAR, NMSI IS CARRYING OUT GRANT WRITING INITIATIVES TO OBTAIN ADDITIONAL GOVERNMENT FUNDING. NMSI ALSO MAINTAINS A ROBUST WEBSITE WITH INFORMATION ABOUT ITS PROGRAMS, WHICH SOLICITS DONATIONS FROM THE PUBLIC. DONORS CAN MAKE CONTRIBUTIONS DIRECTLY ON THE NMSI WEBSITE. NMSI HAS ALSO BEEN HIGHLIGHTED IN A SERIES OF HIGHLY TELEVISED COMMERCIALS AND HOPES THAT SUCH NATIONAL ATTENTION TO THE SUCCESS OF ITS PROGRAMS AND THE NECESSITY OF THEIR CONTINUATION WILL ATTRACT NEW DONORS AS WELL AND WILL ALLOW NMSI TO EXPAND ITS SOLICITATION PROGRAM. NMSI'S BY-LAWS INDICATE THAT THE BOARD OF DIRECTORS SHALL CONSIST OF MEMBERS OF THE GENERAL COMMUNITY WHO HAVE EXPRESSED AN INTEREST AND A DESIRE TO AID IN THE FULFILLMENT OF NMSI'S PURPOSES. NMSI'S BOARD OF DIRECTORS REPRESENTS A BROAD RANGE OF INDIVIDUALS WITH EXEMPLARY SKILLS AND EXPERTISE IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) AND EDUCATIONAL FIELDS, AND COMMUNITY LEADERS. BOARD MEMBERS INCLUDE A FORMER ASSISTANT SECRETARY OF THE U.S. DEPARTMENT OF EDUCATION, A FORMER PRESIDENT OF THE NATIONAL ACADEMY OF SCIENCES AND CURRENT EDITOR IN CHIEF OF SCIENCE MAGAZINE, CURRENT AND FORMER EXECUTIVES OF CORPORATIONS IN STEM RELATED INDUSTRIES, A FORMER STATE SUPERINTENDENT OF SCHOOLS OF THE MARYLAND DEPARTMENT OF EDUCATION, FORMER NASA ASTRONAUTS, THE HEAD OF DIRECTORATE FOR EDUCATION AND HUMAN RESOURCES OF THE AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE, AND THE PRESIDENT OF THE NATIONAL ACADEMY OF ENGINEEERG AND PRESIDENT EMERITUS OF THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY. NMSI'S GOVERNING BODY POSSESSES SIGNIFICANT EXPERTISE IN THE AREA OF MATH AND SCIENCE EDUCATION AND REPRESENTS THE BROAD PUBLIC INTEREST IN IMPROVING MATH AND SCIENCE EDUCATION IN THE UNITED STATES OF AMERICA. THESE CHARACTERISTICS OF THE GOVERNING BODY FURTHER SUPPORT NMSI'S STATUS AS A PUBLICLY SUPPORTED ORGANIZATION. IN ADDITION, NMSI IS AN ORGANIZATION THAT PROVIDES GRANTS AND SERVICES DIRECTLY FOR THE BENEFITS OF THE GENERAL PUBIC ON A CONTINUING BASIS. THROUGH ITS ADVANCED PLACEMENT TRAINING AND INCENTIVE PROGRAM, NMSI WORKS WITH NON-PROFIT EDUCATIONAL INSTITUTIONS TO DEVELOP AND IMPLEMENT PROGRAMS AND CURRICULUM THAT INCREASE TEACHER EFFECTIVESS AND STUDENT ACHIEVEMENT IN RIGOROUS MATH AND SCIENCE COURSES THROUGH TRAINING, TEACHER AND STUDENT SUPPORT, VERTICAL TEAMING, OPEN ENROLLMENT, AND INCENTIVES, AND PROVIDES FUNDING TO NON-PROFIT ORGANIZATIONS TO IMPLEMENT THESE PROGRAMS IN HIGH SCHOOLS ACROSS THE UNITED STATES. THE PROGRAM DRAMATICALLY INCREASES THE NUMBER OF STUDENTS TAKING AND PASSING AP MATH, SCIENCE, AND ENGLISH EXAMS AND EXPANDS ACCESS TO TRADITIONALLY UNDER-REPRESENTED STUDENTS. THROUGH ITS UTEACH PROGRAM NMSI IS ALSO WORKING TO RECRUIT AND TRAIN TALENTED MATH AND SCIENCE TEACHERS, AND TRANSFORM THE WAY UNIVERSITIES PREPARE TEACHERS. THE MODEL FOR THIS PROGRAM HAS HAD SIGNIFICANT SUCCESS AND IS BEING REPLICATED BY NMSI AT UNIVERSITIES NATIONWIDE. TO DATE, NMSI UNIVERSITY PARTNERS HAVE ENROLLED OVER SIX THOUSAND MATH AND SCIENCE UNDERGRADUATE MAJORS IN THE UTEACH PROGRAM AT THIRTY-FOUR UNIVERSITIES. THE UTEACH INSTITUTE ESTIMATES THAT APPROXIMATELY SEVEN THOUSAND FIVE HUNDRED UTEACH GRADUATES WILL HAVE IMPACTED NEARLY FOUR MILLION STUDENTS BY THE YEAR 2018, AND THERE ARE CURRENTLY MORE THAN FIFTY UNIVERSITIES ON THE WAITING LIST TO IMPLEMENT THE UTEACH PROGRAM. NMSI'S MAINTENANCE OF THESE DEFINITIVE PROGRAMS TO ACCOMPLISH ITS CHARITABLE PURPOSE OF FURTHERING MATH AND SCIENCE EDUCATION IN THE UNITED STATES, NMSI'S PROVISION OF THESE SERVICES AND FUNDING ON AN ONGOING BASIS, AND THE PARTICIPATION IN AND SUPPORT OF THESE PROGRAMS BY EDUCATIONAL INSTITUTIONS AND LEADERS IN THE STEM AND EDUCATIONAL FIELDS, INCLUDING OVER SIX HUNDRED TWENTY HIGH SCHOOLS IN TWENTY-SIX STATES AND THIRTY-FOUR UNIVERSITIES NATIONWIDE PROVIDE FUTHER EVIDENCE OF NMSI'S PUBLIC SUPPORT. THESE FACTS AND CIRCUMSTANCES ESTABLISH NMSI AS AN ORGANIZATION EXEMPT FROM TAX UNDER IRC SECTION 501(A), DESCRIBED IN IRC SECTION 501(C)(3), AND AS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 165245 false false 165245 false false SUPPLEMENTAL INFORMATION 1 SCHEDULE C: PART II-B, LINE 1G NATIONAL MATH AND SCIENCE INITIATIVE HIRED THE DUBERSTEIN GROUP TO ADVOCATE FOR ITS IMPLEMENTATION PARTNERS AND TO PROVIDE GUIDANCE ON FEDERAL EDUCATION PRIORITIES AND NATIONWIDE PRIVATE SECTOR EDUCATION PRIORITIES DIRECTLY TO LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR LEGISLATIVE BODIES. 101703 50154 51549 4241029 3483482 757547 7675 6934 741 809837 55816015 55816015 55816015 48963948 48963948 48963948 true A EDUCATION FOUNDATION 1230 1ST AVE N BIRMINGHAM AL 35023 631050676 501(c)(3) 443323 AP PROGRAM ARKANSAS ADVANCED INITIATIVE FOR MATH AND SCIENCE 2801 S UNIV AVE LITTLE ROCK AR 72204 260704109 501(c)(3) 646923 AP PROGRAM COLORADO LEGACY FOUNDATION 1660 LINCOLN STSTE2720 DENVER CO 80264 261597530 501(c)(3) 1215206 AP PROGRAM EAST CONN INC 376 HARTFORD TURNPIKE HAMPTON CT 06247 061023768 501(c)(3) 550000 AP PROGRAM ADVANCE KENTUCKY PO BOX 1049 LEXINGTON KY 40507 611135362 501(c)(3) 1797406 AP PROGRAM MASSACHUSETTS MATH AND SCIENCE INITIATIVE 18 TREMONT STSUITE 930 BOSTON MA 02108 043369687 501(c)(3) 894324 AP PROGRAM LEARNING POWER 700 GOVERNORS DRIVE PIERRE SD 57501 363354458 501(c)(3) 67068 AP PROGRAM VIRGINIA ADVANCED STUDY STRATEGIES 820 BRUCE STREET SOUTH BOSTON VA 24592 260632787 501(C)(3) 1037435 AP PROGRAM UNIVERSITY OF NOTRE DAME 940 GRACE HALL NOTRE DAME IN 46556 350818188 501(C)(3) 1550349 AP PROGRAM UNIVERSITY OF TEXAS ARLINGTON SCIENCE ED CAREER CTR ARLINGTON TX 76019 756000121 STATE OF TX 350000 UTEACH PROGRAM NORTHERN ARIZONA UNIVERSITY PO BOX 5697 FLAGSTAFF AZ 86011 742579628 STATE OF AZ 1000000 UTEACH PROGRAM UNIVERSITY OF CALIFORNIA AT BERKELEY 6149 ETCHEVERNY BERKELEY CA 947201740 946002123 STATE OF CA 1000000 UTEACH PROGRAM CLEVELAND STATE UNIVERSITY 2121 EUCLID AVE CLEVELAND OH 44115 340966056 STATE OF OH 345470 UTEACH PROGRAM UNIVERSITY OF CALIFORNIA AT IRVINE 164 ROWLAND HALL IRVINE CA 926974675 952226406 STATE OF CA 1000000 UTEACH PROGRAM UNIVERSITY OF COLORADO AT BOULDER 249 UCB BOULDER CO 803090249 846000555 STATE OF CO 903115 UTEACH PROGRAM FLORIDA STATE UNIVERSITY 1062 KING LIFE SCI TALLAHASSEE FL 32306 591961248 STATE OF FL 998804 UTEACH PROGRAM UNIVERSITY OF FLORIDA PO BOX 117048 GAINSVILLE FL 32601 596002052 STATE OF FL 1000000 UTEACH PROGRAM WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HGTS BOWLING GREEN KY 42101 611358086 STATE OF KY 1000000 UTEACH PROGRAM LOUISIANA STATE UNIVERSITY 102 LIFE SCIENCES BATON ROUGE LA 70803 726000848 STATE OF LA 1000000 UTEACH PROGRAM TEMPLE UNIVERSITY 1301 CECIL B MORRE PHILADELPHIA PA 19122 231365971 STATE OF PA 1000000 UTEACH PROGRAM UNIVERSITY OF TEXAS- DALLAS 800 W CAMPBELL FN33 RICHARDSON TX 75080 756000121 STATE OF TX 1000000 UTEACH PROGRAM UNIVERSITY OF ARKANSAS - FAYETTEVILLE RM 324 GRAD EDU BLDG FAYETTEVILLE AR 72701 716003252 STATE OF AR 164000 UTEACH PROGRAM UNIVERSITY OF CENTRAL ARKANSAS MASHBURN HALL 100 CONWAY AR 72038 716001828 STATE OF AR 34000 UTEACH PROGRAM UNIVERSITY OF HOUSTON 304 D FARISH HALL HOUSTON TX 77204 746001399 STATE OF TX 1000000 UTEACH PROGRAM UNIVERSITY OF KANSAS 100 SUNNYSIDE AVE LAWRENCE KS 66045 480680117 STATE OF KS 133425 UTEACH PROGRAM UNIVERSITY OF NORTH TEXAS 1500 WEST HIGHLAND ST DENTON TX 76203 746002149 STATE OF TX 1000000 UTEACH PROGRAM 26 SCHEDULE I: PART IV NMSI PREPARES A COMPREHENSIVE REPORT FOR ALL OF ITS DONORS ON A REGULARLY SCHEDULED BASIS AS REQUESTED. THESE REPORTS PROVIDE THE MOST RECENT RESULTS BY SITE AND PROGRAM, ALONG WITH FINANCIAL RESULTS COMPARED TO BUDGET. NMSI'S WEB-BASED DATA SYSTEMS PROVIDE A REPORTING PLATFORM FOR EACH SITE TO REPORT ITS RESULTS WHICH ARE SUBSEQUENTLY COMPARED TO THE REQUIRED MILESTONES. IN THE EVENT THAT MILESTONES ARE NOT MET IN THE REQUESTED TIME PERIOD, GRANT FUNDS ARE NOT RELEASED UNTIL THE GRANTEE IS IN COMPLIANCE WITH THE REQUIREMENTS DOCUMENTED IN EACH PARTICIPANT'S SIGNED AGREEMENT. X true true X X X X false false false false false false false false false SARA TUCKER CEO 384583 0 0 0 2008 0 7887 0 394478 0 0 0 GREGG FLEISHER CAO 278250 0 0 0 16695 0 13542 0 308487 0 0 0 JULLIE MCCORMICK SCIENCE CONTACT DIRECTOR 156000 0 0 0 9360 0 9950 0 175310 0 0 0 DALE FLEURY APTIP REGIONAL DIRECTOR 142899 0 0 0 8574 0 12635 0 164108 0 0 0 RONDA BRANDON DIRECTOR TEACHER TRAINING 166377 0 0 0 9983 0 5130 0 181490 0 0 0 ROBIN ROBINSON CONTROLLER 143125 0 0 0 8588 0 12635 0 164348 0 0 0 BRIAN LEE SYSTEM ARCHITECT 134800 0 0 0 8088 0 12635 0 155523 0 0 0 DAVID SABA COO 253532 0 0 0 15212 0 13996 0 282740 0 0 0 MARCUS LINGENFELTER VP GOV'T RELATIONS 141850 0 0 0 0 0 8511 0 15388 0 165749 0 0 0 KATHRYN ALLEN VP DEVELOPMENT 143188 0 0 0 0 0 7493 0 10641 0 161322 0 0 0 SCHEDULE J: PART I, LINE 1B EXPENSE POLICY: OFFICERS AND DIRECTORS OF NATIONAL MATH AND SCIENCE INITIATIVE, IN UNUSUAL CIRCUMSTANCES, MAY TRAVEL FIRST-CLASS WHEN THERE ARE NO OTHER ACCOMMODATIONS AVAILABLE TO MEET THEIR NEEDS. THE FIRST-CLASS TRAVEL EXPENSES ARE SUBJECT TO NATIONAL MATH AND SCIENCE INITIATIVE'S WRITTEN EXPENSE REIMBURSEMENT POLICY AND SUBSTANTIATION OF THE TRAVEL EXPENSE IS REQUIRED, PRIOR TO REIMBURSEMENT. GENERAL STATEMENT 1 PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III: QUESTION 4A - DESCRIPTION OF PROGRAM ACHIEVEMENTS COLLEGE READINESS PROGRAM - HIGH SCHOOL ADVANCED PLACEMENT TRAINING AND INCENTIVES PROGRAM NMSI'S COLLEGE READINESS PROGRAM IS A COMPREHENSIVE APPROACH THAT INCREASES TEACHER EFFECTIVENESS AND STUDENT ACHIEVEMENT THROUGH TRAINING, TEACHER AND STUDENT SUPPORT, VERTICAL TEAMING, OPEN ENROLLMENT AND INCENTIVES. THE PROGRAM DRAMATICALLY INCREASES THE NUMBER OF STUDENTS TAKING AND PASSING AP MATH, SCIENCE AND ENGLISH EXAMS AND EXPANDS ACESS TO TRADITIONALLY UNDER-REPRESENTED STUDENTS. SINCE 2008, NMSI'S COLLEGE READINESS PROGRAM HAS BEEN IMPLEMENTED IN MORE THAN 620 SCHOOLS ACROSS 26 STATES AND THE DISTRICT OF COLUMBIA. GENERAL STATEMENT 2 PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III: QUESTION 4B - DESCRIPTION OF PROGRAM ACHIEVEMENTS UTEACH PROGRAM NMSI'S UTEACH PROGRAM ENABLES STUDENTS MAJORING IN MATH, SCIENCE, COMPUTER SCIENCE, OR ENGINEERING TO RECEIVE FULL TEACHING CERTIFICATION WITHOUT ADDING TIME OR COST TO THEIR STEM DEGREES. THIS PROGRAM WAS DEVELOPED AT THE UNIVERSITY OF TEXAS AT AUSTIN AND TRANSFORMS THE WAY COLLEGES AND UNIVERSITIES RECRUIT, PREPARE AND INSPIRE STEM MAJORS SO THAT THEY PURSUE A TEACHING CAREER. THE PROGRAM HAS GROWN FROM 1,100 MATH AND SCIENCE MAJORS IN THE FIRST COHORT TO MORE THAN 6,000 STUDENTS ON 34 CAMPUSES. IN 2013, NMSI EXPANDED THE UTEACH PROGRAM TO SEVEN NEW CAMPUSES. GENERAL STATEMENT 3 PART III: STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III: QUESTION 4C - DESCRIPTION OF PROGRAM ACHIEVEMENTS LAYING THE FOUNDATION (LTF) OUR THREE YEAR LTF TEACHER TRAINING PROGRAM FOR TEACHERS OF GRADES 3-12, GIVES MATH, SCIENCE AND ENGLISH TEACHERS CONTENT-BASED PEDAGOGY-DRIVEN, TEACHER TO TEACHER TRAINING. WE HELP EDUCATORS WITH TEACHING STRATEGIES AND CONTENT KNOWLEDGE THAT INCREASE RIGOR IN THE CLASSROOM AND ARE DEEPLY ALIGNED TO COMMON CORE STATE STANDARDS. OUR LTF TRAINING IS DESIGNED BY EXPERT TEACHERS FOR TEACHERS OF ANY LEVEL, AND PROVIDES RIGOROUS, ONLINE CLASSROOM READY LESSONS AND CLASSROOM READY TOOLS. GENERAL STATEMENT 4 PART VI: SECTION A. GOVERNING BODY AND MANAGEMENT PART VI: QUESTION 11B - THE ORGANIZATION ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. ONCE THE 990 IS COMPLETED IN DRAFT FORM, IT IS REVIEWED BY NATIONAL MATH AND SCIENCE INITIATIVE'S CFO AND PRESENTED TO THE AUDIT COMMITTEE MEMBERS FOR THEIR REVIEW. AFTER THE 990 HAS BEEN FINALIZED AND APPROVED BY THE AUDIT COMMITTEE, A COPY IS PROVIDED TO THE FULL BOARD OF DIRECTORS, PRIOR TO FILING. GENERAL STATEMENT 5 PART VI: SECTION B. POLICIES PART VI: QUESTION 12C - NATIONAL MATH AND SCIENCE INITIATIVE HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF NATIONAL MATH AND SCIENCE INITIATIVE ARE REQUIRED TO SIGN AND RETURN AN ANNUAL COMPLIANCE STATEMENT, WHICH REQUIRES THE DISCLOSURE OF ANY CONFLICT. PART VI: QUESTION 15 - NATIONAL MATH AND SCIENCE INITIATIVE HAS A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHICH REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS. THE COMPENSATION COMMITTEE USES SALARY DATA FROM PUBLISHED COMPENSATION SURVEYS OF NON-PROFIT ORGANIZATIONS TO DETERMINE THE APPROPRIATE COMPENSATION FOR THE NATIONAL MATH AND SCIENCE INITIATIVE'S OFFICERS. THE ORGANIZATION RETAINS THE COMPARABILITY DATA, ALONG WITH DOCUMENTATION OF THE COMPENSATION COMMITTEE'S REVIEW AND DECISIONS. GENERAL STATEMENT 6 PART VI: SECTION C. DISCLOSURE PART VI: QUESTION 19 - NATIONAL MATH AND SCIENCE INITIATIVE MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.