2024-10-07T10:08:51-05:00 2023-12-31 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE STE 400 PHOENIX AZ 850044624 990 2023-01-01 463513958 ILLUSTRATIVE MATHEMATICS ILLU 2408939876 PO BOX 69822 ORO VALLEY AZ 857370022 KRISTEN WELCH CFO 2408939876 2024-10-04 1 1 BRENDA ANN BLUNT CPA P00075126 6022645844 2024-10-03 2023 2024-10-15 13:58:12Z WILLIAM MCCALLUM PO BOX 69822 ORO VALLEY AZ 857370022 16882710 0 X WWW.ILLUSTRATIVEMATHEMATICS.ORG X 2013 AZ ILLUSTRATIVE MATHEMATICS IS A DISCERNING COMMUNITY OF EDUCATORS DEDICATED TO (CONTINUED ON SCH O) THE COHERENT LEARNING OF MATHEMATICS. WE CRAFT AND DELIVER HIGH QUALITY EDUCATIONAL RESOURCES FOR TEACHERS AND STUDENTS. 8 8 85 8 0 0 7566902 500074 13587956 16031846 775 152910 127219 197880 21282852 16882710 0 0 0 0 8534800 10871178 0 0 203788 5485595 7404649 14020395 18275827 7262457 -1393117 13760014 12653315 1960765 2247183 11799249 10406132 X AT ILLUSTRATIVE MATHEMATICS WE ARE COMMITTED TO CREATING A WORLD WHERE ALL LEARNERS KNOW, USE, AND ENJOY MATHEMATICS. WE CRAFT AND DELIVER HIGH-QUALITY EDUCATIONAL RESOURCES FOR TEACHERS AND STUDENTS BY DEVELOPING GREAT PEOPLE WHO WORK IN SPIRITED (CONTINUED ON SCH O) TEAMS TO DO EXTRAORDINARY THINGS. 0 0 8780893 8062099 PROFESSIONAL PRODUCTS AND SERVICES: IM CONTINUED PROVIDING PRODUCTS AND SERVICES TO CLIENTS IN THE EDUCATION SECTOR.IN 2023, PROFESSIONAL DEVELOPMENT FOR THE FOLLOWING TOPICS WERE DEVELOPED AND DELIVERED TO OVER 35,000 TEACHERS ACROSS 2,746 EVENTS: IM(R) K-5 MATH IM(R) 6-8 MATH IM(R) 9-12 MATHIN 2023, UNIT PLANNING AND FACILITATION GUIDES (CONTINUED ON SCH O) WERE PURCHASED BY AND DELIVERED TO 60 DISTRICTS. IM ALSO CERTIFIED 47 NEW FACILITATORS TO DELIVER HIGH-QUALITY PROFESSIONAL LEARNING EXPERIENCES. 6514472 8167147 CLASSROOM MATERIALS:IM CONTINUED PROVIDING CLASSROOM MATERIALS AND FAMILY SUPPORT TO CLIENTS IN THE EDUCATION SECTOR. DURING THE CALENDAR YEAR 2023, OVER 2,300,000 STUDENTS HAD ACCESS TO AN IM CERTIFIED PRINT OR PREMIUM DIGITAL VERSION OF THE CURRICULUM, AND WE ESTIMATE THAT OVER 160,000 STUDENTS HAD ACCESS TO THE FREE IM CERTIFIED VERSION OF THE MATERIALS BASED ON WEBSITE TRAFFIC. 15295365 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 215 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X KRISTEN WELCH 8557416284 PO BOX 69822 ORO VALLEY AZ 857370022 GEORGE ZETTLER TREASURER/SECRETARY 0.50 X X 0 0 0 BARBARA CHOW DIRECTOR 0.50 X 0 0 0 LISA CARMONA DIRECTOR 0.50 X 0 0 0 HEATHER HILL DIRECTOR 0.50 X 0 0 0 DENISE WALSTON DIRECTOR 0.50 X 0 0 0 DOMINICK SEKICH DIRECTOR 0.50 X 0 0 0 MICHAEL CASSERLY DIRECTOR 0.50 X 0 0 0 PAUL PALMER JR DIRECTOR 0.50 X 0 0 0 WILLIAM MCCALLUM CEO 40.00 X 363750 0 33018 KRISTIN UMLAND PRESIDENT 40.00 X 309435 0 36818 KRISTEN WELCH CFO 40.00 X 280123 0 28715 KARL NELSON - CIO VP OF TECHNOLOGY AND INFO. (THRU NOV.) 40.00 X 284381 0 30242 GAIL HARTMAN - SR VP PRODUCT STRATEGY AND DEVELOPMENT 40.00 X 210408 0 18790 ELIZABETH RAMIREZ - VP OF IMPLEMENTATION PROGRAMS 40.00 X 176287 0 16116 CAMELIA VALENTINE BRAXTON VP HUMAN RESOURCES AND TALENT MGT 40.00 X 175804 0 36925 BRANDI TYLER VP OF MARKETING 40.00 X 192393 0 16315 ERIC CONNALLY SOFTWARE ENGINEER 40.00 X 170157 0 6300 DYLAN DECHANT SR DIRECTOR OF ENGINEERING 40.00 X 179993 0 32488 TAMARA RICHARDS CONTROLLER 40.00 X 167490 0 28019 DIONNE AMINATA - SR DIRECTOR STRATEGIC INTIATIVES (THRU SEPT.) 40.00 X 220332 0 11257 LEAH NIU - SR SPECIALIST SALESFORCE ARCHITECT 40.00 X 163267 0 31743 2893820 0 326746 38 0 1 0 ELIZABETH SKOUSEN 2604 GOLIAD CT CORINTH TX 76210 WRITING AND EDITING SERVICES 115368 1 500074 500074 PROGRAM ROYALTIES 611430 7958755 7958755 PROFESSIONAL DEVELOPMENT TRAINING 611430 7674746 7674746 CONSULTING SERVICES 611710 398345 398345 16031846 152910 152910 197400 0 197400 197400 OTHER INCOME 900999 480 480 480 16882710 16229246 0 153390 X 2209520 1700598 324383 184539 7201040 6049400 1151489 151 787234 630981 150594 5659 673384 515853 144872 12659 106179 94276 11903 34700 34700 4175302 3780038 395264 193512 193512 399548 337365 61403 780 149107 149092 15 121432 121432 946058 784729 161329 17710 17710 SUBGRANTS & SUBCONTRACT 698068 698068 0 0 SOFTWARE LICENSES & SUB 289985 180219 109766 0 OTHER EXPENSES 140396 58357 82039 0 COMPUTER HARDWARE & ACC 73189 1445 71744 0 59463 59463 18275827 15295365 2776674 203788 385642 378448 11700274 10992607 275000 0 1244211 1089056 154887 193204 13760014 12653315 980075 1263735 980690 983448 1960765 2247183 X 7354383 8449855 4444866 1956277 11799249 10406132 13760014 12653315 -1393117 0 X 0 1 X 1 0 X 5287094 6040514 1133366 7566902 500074 20527950 5287094 6040514 1133366 7566902 500074 20527950 15647230 4880720 290 315 438 775 152910 154728 20682678 47837917 0.23600 0.24330 X ILLUSTRATIVE MATHEMATICS MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITING CONTRIBUTIONS AND CARRIES ON ACTIVITIES DESIGNED TO ATTRACT SUPPORT FROM THE GENERAL PUBLIC. MORE THAN 10% OF THE ORGANIZATION'S SUPPORT COMES FROM THE PUBLIC. THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTEREST OF THE PUBLIC. IT IS COMPRISED OF PEOPLE FROM DIVERSE BACKGROUNDS AND UNIQUE EXPERTISE FROM MATHEMATICS, RESEARCH, PHILANTHROPY, SCHOOL DISTRICTS, CURRICULUM DESIGN, SALES, MARKETING AND FINANCE. THE ORGANIZATION'S BODY IS COMPRISED OF 8 UNRELATED MEMBERS WHO ARE EMPLOYED IN VARIOUS SECTORS OF THE PUBLIC AND WORK AT UNIVERSITIES, LAW FIRMS, NONPROFIT ORGANIZATIONS, AND ON SCHOOL COUNCILS.IM MAINTAINS A DEFINITIVE PROGRAM TO ACCOMPLISH ITS CHARITABLE WORK, BY FOCUSING ON ADDRESSING THREE SIGNIFICANT MARKET PROBLEMS: A SCARCITY OF HIGH QUALITY, STANDARDS-ALIGNED INSTRUCTIONAL MATERIALS FOR PUBLIC SCHOOLS; TEACHERS LACKING DEEP UNDERSTANDING OF THE CONTENT AND PRACTICE STANDARDS; AND TEACHERS STRUGGLING TO UNDERSTAND HOW AND WHY TO CHANGE THEIR INSTRUCTIONAL PRACTICE. TO SUPPORT THE SOLUTIONS TO THESE MARKET PROBLEMS, IM HAS ORGANIZED ITS WORK AROUND THREE KEY STRATEGIES: CURRICULUM AND INSTRUCTIONAL MATERIALS DEVELOPMENT, PROFESSIONAL SERVICES FOR TEACHERS AND COMMUNITY SUPPORT. IM OFFERS PROFESSIONAL DEVELOPMENT FOR TEACHERS, COACHES AND DISTRICT LEADERS BY UTILIZING IM CERTIFIED FACILITATORS, WHO DELIVER PROFESSIONAL DEVELOPMENT IN EVENTS ACROSS THE COUNTRY. THEY PRESENT ON THE FOLLOWING 3 TOPICS: IM(R) K-5 MATH, IM(R) 6-8 MATH, AND IM(R) 9-12 MATH.ILLUSTRATIVE MATHEMATICS PROVIDES SERVICES THAT DIRECTLY BENEFIT THE GENERAL PUBLIC ON A CONTINUOUS BASIS. IM'S K-12 CURRICULUM IS FREELY AVAILABLE FOR ALL SCHOOLS IN THE UNITED STATES TO USE UNDER A CREATIVE COMMONS ATTRIBUTION LICENSE AND STUDENTS HAVE ACCESS TO THE FREE IM CERTIFIED MATERIALS ON ITS WEBSITE. MEMBERS OF THE PUBLIC THAT HAVE SPECIAL KNOWLEDGE OR EXPERTISE, CIVIC AND COMMUNITY LEADERS PARTICIPATE IN OR SPONSOR PROGRAMS OF THE ORGANIZATION. IM WORKS WITH SEVERAL REGIONAL ORGANIZATIONS AROUND THE COUNTRY TO SUPPORT THEIR LOCAL SCHOOL DISTRICTS' IMPLEMENTATION OF THE IM MATH CURRICULUM INCLUDING THE PARTNERSHIP FOR LA SCHOOLS, THE MATHEMATICS INSTITUTE OF WISCONSIN AND MICHIGAN MATHEMATICS AND SCIENCE LEADERSHIP NETWORK. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 13964772 0 13964772 2917938 2917938 16882710 15357889 0 15357889 2917938 2917938 18275827 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF PROFESSIONAL DEVELOPMENT TRAINING 2,917,938. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF PROFESSIONAL DEVELOPMENT TRAINING 2,917,938. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES WEB APPLICATION DEVELOPMENT AND MAINTENANCE 113187 0 1 0 0 0 1 113187 0 113187 0 0 0 0 0 0 PART I, LINE 3: THE EXPENSES ARE ACCOUNTED FOR ON THE ACCRUAL METHOD OF ACCOUNTING. 1 X X X 1 0 0 0 0 0 0 1 0 WILLIAM MCCALLUM CEO 338167 0 23000 0 2583 0 13200 0 19818 0 396768 0 0 0 KRISTIN UMLAND PRESIDENT 285261 0 23000 0 1174 0 11760 0 25058 0 346253 0 0 0 KARL NELSON - CIO VP OF TECHNOLOGY AND INFO. (THRU NOV.) 258128 0 17250 0 9003 0 8269 0 21974 0 314624 0 0 0 KRISTEN WELCH CFO 261164 0 17250 0 1709 0 10710 0 18005 0 308838 0 0 0 DIONNE AMINATA - SR DIRECTOR STRATEGIC INTIATIVES (THRU SEPT.) 201979 0 11500 0 6853 0 0 0 11257 0 231589 0 0 0 GAIL HARTMAN - SR VP PRODUCT STRATEGY AND DEVELOPMENT 200283 0 7188 0 2937 0 8133 0 10657 0 229198 0 0 0 CAMELIA VALENTINE BRAXTON VP HUMAN RESOURCES AND TALENT MGT 157847 0 17250 0 707 0 6856 0 30069 0 212729 0 0 0 DYLAN DECHANT SR DIRECTOR OF ENGINEERING 169671 0 9583 0 739 0 7140 0 25348 0 212481 0 0 0 BRANDI TYLER VP OF MARKETING 173487 0 17250 0 1656 0 7200 0 9115 0 208708 0 0 0 TAMARA RICHARDS CONTROLLER 154253 0 12500 0 737 0 6600 0 21419 0 195509 0 0 0 LEAH NIU - SR SPECIALIST SALESFORCE ARCHITECT 151035 0 11500 0 732 0 6395 0 25348 0 195010 0 0 0 ELIZABETH RAMIREZ - VP OF IMPLEMENTATION PROGRAMS 163091 0 12458 0 738 0 6600 0 9516 0 192403 0 0 0 ERIC CONNALLY SOFTWARE ENGINEER 157500 0 11500 0 1157 0 6300 0 0 0 176457 0 0 0 PART I, LINE 4A KARL NELSON RECEIVED SEVERANCE PAYMENTS UPON MUTUAL SEPARATION TOTALING $67,246 IN 2023 PER THE TERMS AND CONDITIONS OF ILLUSTRATIVE MATHEMATICS' SEVERANCE POLICY. DIONNE AMINATA RECEIVED SEVERANCE PAYMENTS UPON MUTUAL SEPARATION TOTALING $108,661 IN 2023 PER THE TERMS AND CONDITIONS OF ILLUSTRATIVE MATHEMATICS' SEVERANCE POLICY. PART I, LINE 7 ALL EMPLOYEES WHO WERE HIRED AS OF OCTOBER 31, 2023 AND WERE EMPLOYED AS OF DECEMBER 31, 2023 RECEIVED A BONUS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW AND APPROVE DRAFT. ONCE THAT REVIEW PROCESS IS COMPLETED, DRAFT WILL BE SUBMITTED TO FULL BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C BYLAWS STIPULATE PROCEDURES OF DUTY TO DISCLOSE, DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS, AND ADDRESSING THE CONFLICT OF INTEREST. THE BYLAWS REQUIRE THIS REVIEW AND PROCESS BE DONE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A COMPENSATION SURVEY TO ESTABLISH COMPENSATION FOR THE PRESIDENT AND CEO. THIS IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD; SALARY RECOMMENDATIONS ARE MADE TO THE FULL BOARD FOR APPROVAL. THE PRESIDENT'S AND CEO'S COMPENSATION WAS LAST REVIEWED IN JANUARY 2024. COMPENSATION FOR OTHER OFFICERS OF THE ORGANIZATION ARE DETERMINED BY THE CEO WHO USES A COMPENSATION SURVEY AND COMPARABILITY DATA. OTHER OFFICER COMPENSATION WAS LAST REVIEWED IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTENT DEVELOPMENT: PROGRAM SERVICE EXPENSES 711,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 711,087. FACILITATORS: PROGRAM SERVICE EXPENSES 2,309,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,309,403. HIRING COSTS: PROGRAM SERVICE EXPENSES 230. MANAGEMENT AND GENERAL EXPENSES 4,909. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,139. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 400,936. MANAGEMENT AND GENERAL EXPENSES 231,335. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 632,271. PROFESSIONAL DEVELOPMENT COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,560. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,560. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 356,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 356,567. PROJECT MANAGEMENT & OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 114,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,460. SOFTWARE DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,815. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,815.