2024-09-23T18:13:13-04:00 2023-12-31 731352810 GRAY BLODGETT & COMPANY PLLC 629 24TH AVE SW NORMAN OK 730693912 990 2023-01-01 731506789 MU ALPHA THETA EDUCATIONAL FOUNDATION INC MUAL 4053250144 C/O UNIV OF OKLA 3200 MARSHALL AVE NORMAN OK 73019 DANA WADE EXECUTIVE DIRECTOR 4053254489 2024-09-23 true true C JANESE SHEPARD P00162034 4053605533 2024-09-23 2023 2024-08-08 14:25:15Z MU ALPHA THETA DANA WADE 3200 MARSHALL AVE SUITE 150 NORMAN OK 73019 456399 false X WWW.MUALPHATHETA.ORG X 1996 OK THE ORGANIZATION SUPPORTS ITS MEMBERS, SPONSORS, AND CHAPTERS WITH SCHOLARSHIPS, AWARDS, AND GRANTS. EACH SUMMER, THE FOUNDATION HOLDS A NATIONAL CONVENTION DURING WHICH MEMBERS SPEND FOUR DAYS COMPETING FOR THE HIGHEST SCORES ON MATH TESTS, PRACTICING THEIR PUBLIC SPEAKING AND TEACHING SKILLS VIA MATH "CHALK TALKS," ATTENDING MATH SPEAKER SESSIONS, NETWORKING WITH OTHER MEMBERS AND MATHEMATICIANS, AND TAKING A FIELD TRIP TO A LOCAL ATTRACTION. 14 14 0 14 0 284310 188072 237500 266018 1221 2309 0 523031 456399 110085 151969 0 8483 9858 0 0 375299 319874 493867 481701 29164 -25302 309574 284388 485 0 309089 284388 X THE ORGANIZATION SUPPORTS ITS MEMBERS, SPONSORS, AND CHAPTERS WITH SCHOLARSHIPS, AWARDS, AND GRANTS. EACH SUMMER, THE FOUNDATION HOLDS A NATIONAL CONVENTION DURING WHICH MEMBERS SPEND FOUR DAYS COMPETING FOR THE HIGHEST SCORES ON MATH TESTS, PRACTICING THEIR PUBLIC SPEAKING AND TEACHING SKILLS VIA MATH "CHALK TALKS," ATTENDING MATH SPEAKER SESSIONS, NETWORKING WITH OTHER MEMBERS AND MATHEMATICIANS, AND TAKING A FIELD TRIP TO A LOCAL ATTRACTION. false false 244785 266018 ANNUAL CONVENTION - TYPICALLY, EVERY JULY, AROUND 700 MU ALPHA THETA MEMBERS, SPONSORS, AND CHAPERONES MEET FOR FIVE DAYS TO PARTICIPATE IN THREE ROUNDS OF MATHEMATICS TOPIC TESTS INCLUDING: ANALYTIC GEOMETRY, LIMITS/DERIVATIVES, STATISTICS, NUMBER THEORY, AND MANY OTHERS. STUDENTS TAKE INDIVIDUAL TESTS OVER MULTIPLE MATH TOPICS. THERE ARE TEAM MATH CONTESTS, SPEED AND MENTAL MATH TESTS, AND A MATH-THEMED POSTER DESIGN CONTEST. SOME STUDENTS PREPARE A MATH "CHALK TALK" TO PRESENT TO AN AUDIENCE ON A SELECTED MATH TOPIC. STUDENTS ATTEND SPEAKER SESSIONS PRESENTED BY MATHEMATICIANS. THE NATIONAL CONVENTION ALLOWS STUDENTS WHO LOVE MATH TO INTERACT WITH LIKE-MINDED PEERS. MANY OF THE PARTICPANTS AT THE NATIONAL CONVENTION CONTINUE TO STUDY MATHEMATICS IN COLLEGE DUE TO AN ENJOYMENT OF MATH FOSTERED IN PART BY PARTICIPATING IN MU ALPHA THETA COMPETITIONS, INCLUDING THE NATIONAL CONVENTION. 76544 SUPPORT THE NATIONAL HIGH SCHOOL & TWO-YEAR COLLEGE MATHEMATICS HONOR SOCIETYS MISSION - THE MU ALPHA THETA EDUCATIONAL FOUNDATION HELPED TO FURTHER THE GOALS OF MU ALPHA THETA BY FUNDING GRANTS, AWARDS, AND SCHOLARSHIPS TO ITS MEMBERS, SPONSORS (TEACHERS), AND CHAPTERS. THESE GRANTS, AWARDS, AND SCHOLARSHIPS RELIEVED SOME OF THE FINANCIAL BURDEN OF ATTENDING COLLEGE FOR MEMBERS, HELPED NEW TEACHERS PURCHASE MATH SUPPLIES FOR THEIR CLASSROOMS SO THEY COULD CONFER THE ENJOYMENT OF MATHEMATICS ON THEIR STUDENTS, AND FUNDED RECOGNITION AWARDS TO SUPERIOR SPONSORS AND THEIR SCHOOLS. ADDITIONALLY, THE FOUNDATION'S FUNDS WERE USED TO PURCHASE HONOR CORDS, STOLES, AND TASSELS THAT IN TURN GENERATE INCOME FOR THE FOUNDATION AND SUPPORT ITS ADMINISTRATIVE COSTS. SUPPLIES THAT WERE DONATED TO THE FOUNDATION WERE PROVIDED TO MU ALPHA THETA CHAPTERS AND MEMBERS. 152559 151969 SCHOLARSHIPS, GRANTS, AWARDS & PRIZES - ACADEMIC SCHOLARSHIPS - THE EDUCATIONAL FOUNDATION AWARDED 22 SCHOLARSHIPS TO OUTSTANDING MU ALPHA THETA GRADUATING SENIORS IN 2023. SCHOLARSHIPS WERE AWARDED TO ACTIVE MEMBERS WHO WERE JUDGED TO BE OUTSTANDING MATHEMATICS STUDENTS AND WHO HAVE SHOWN LOYALTY AND ENTHUSIASTIC DEDICATION TO THEIR MU ALPHA THETA CHAPTERS WITH EVIDENCE OF COMMUNITY SERVICE IN MATHEMATICS. THE TOP AWARDEES RECEIVED 5,000 SCHOLARSHIPS. ALL OTHER RECIPIENTS RECEIVED 4,000 SCHOLARSHIPS. SCHOLARSHIPS WERE PAID DIRECTLY TO THE STUDENTS' COLLEGES TO HELP PAY FOR TUITION AND FEES OR WERE AWARDED AS CASH STIPENDS TO THE STUDENTS. AWARDS - THE EDUCATIONAL FOUNDATION GAVE AWARDS TO OUTSTANDING CHAPTERS, SPONSORS, AND STUDENTS. SPONSOR WAS AWARDED A 1,000 CASH AWARD FOR THEIR EXEMPLARY SERVICE. ONE AWARD OF 2,500 WAS PRESENTED TO A MEMBER WHO IS STUDYING TO BECOME A MATHEMATICS EDUCATOR. TWO TEACHERS IN THEIR FIRST TWO YEARS OF TEACHING WERE AWARDED A TOTAL OF 1,200 TO ADVANCE THEIR TEACHING. 473888 true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false true X 8 0 true 0 false false 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 false false OK X ORGANIZATION 4053250144 3200 MARSHALL AVE SUITE 150 NORMAN OK 73019 DANA WADE EXECUTIVE DI 15.00 40.00 X 9857 88701 0 ROB SNOW PRESIDENT 1.00 4.00 X X 0 0 0 RITA RALPH PAST PRESIDE 1.00 4.00 X X 0 0 0 DR JOHN ALBERT TREASURER 2.00 5.00 X X 0 0 0 TOM CLYMER GOVERNOR REG 1.00 1.00 X 0 0 0 TONIA CROW GOVERNOR REG 1.00 1.00 X 0 0 0 BETTY HOOD GOVERNOR REG 1.00 1.00 X 0 0 0 DANIEL BONNETT GOVERNOR REG 1.00 1.00 X 0 0 0 DR CHUCK GARNER MAA REPRESEN 1.00 1.00 X 0 0 0 SARAH HYDE NCTM REPRESE 1.00 1.00 X 0 0 0 LEKAN BABANIYI SIAM REPRESE 1.00 1.00 X 0 0 0 JONATHAN WEISBROD AMATYC REP 0.50 0.50 X 0 0 0 LISA HERRON DIVERSITY & 1.00 1.00 X 0 0 0 KIM WOOLFENDEN NATL CONVENT 1.00 1.00 X 0 0 0 KATHY MOWERS EXEC CONSULT X 0 0 0 9857 88701 false false false 10 188062 188072 ANNUAL CONVENTION 611710 266018 266018 266018 2309 2309 456399 266018 2309 4402 4402 147567 147567 9858 4929 4929 1750 1750 595 595 1134 1134 104 104 244190 244190 HONOR CORDS & TASSELS 71511 71511 AWARDS & GIFTS 590 590 481701 473888 7813 0 143645 116728 50746 51977 115183 115183 500 309574 284388 485 485 0 X 309089 284388 309089 284388 309574 284388 -25302 601 X false false false X 388544 261521 205204 284310 188072 1327651 388544 261521 205204 284310 188072 1327651 404636 923015 2534 2330 1443 1221 2309 9837 1337488 996158 0.69010 0.60040 X true MU ALPHA THETA SCHOLARSHI 29 120000 CLASSROOM TEACHING GRANTS 2 1567 ANDREE AWARDS 2 5000 SISTER SCHOLASTICA AWARD 1 2000 GOVERNORS' LEADERSHIP 1 4000 KALIN AWARDS 2 5000 RUBIN AWARDS 2 10000 SCHEDULE I, PAGE 1, PART I, LINE 2 SCHOLARSHIPS AWARDED ARE GENERALLY PAID DIRECTLY TO THE COLLEGE OF STUDENTS WINNING THESE AWARDS AND THE COLLEGE IS INSTRUCTED TO USE THE FUNDS FOR TUITION, FEES, OR OTHER EDUCATIONAL EXPENSES OF THE STUDENTS. CONVENTION GRANTS PROVIDE FUNDS FOR REGISTRATION FEES WHICH ARE INTERNALLY TRANSFERRED FROM THE FOUNDATION TO THE CONVENTION EXPENSE ACCOUNT TO PAY EXPENSES FOR THE WINNING PARTICIPANTS. GRANTS MAY INCLUDE TRANSPORTATION FUNDS THAT ARE REIMBURSED TO PARTICIPANTS AFTER RECEIPTS FOR THE TRAVEL HAVE BEEN RECEIVED. AWARDS ARE CASH PRESENTED TO THE WINNERS FOR THEIR USE AND NO STIPULATION IS PLACED ON HOW THE AMOUNT MAY BE SPENT. THE HUNEKE AWARD AND THE SISTER SCHOLASTICA AWARD EACH COME WITH A 1,000 GRANT TO THE TEACHER'S MU ALPHA THETA CHAPTER. THE FUNDS ARE SENT TO THE CLUB'S ACCOUNT AT THE SCHOOL. THERE ARE NO SPECIFIC RULES FOR HOW THE CASH MAY BE SPENT BY THE SCHOOL'S MU ALPHA THETA CHAPTER. MOST CHAPTERS USE THE FUNDS TO PAY FOR ENTRANCE FEES TO MATHEMATICS COMPETITIONS IN THEIR STATE, TOWARDS REGISTRATION FEES OF MEMBERS TO THE FOLLOWING YEAR'S MU ALPHA THETA NATIONAL CONVENTION, FOR SCHOLARSHIPS FOR OUTSTANDING SENIOR MEMBERS OF THEIR MATH CLUB, ETC. ONCE DEPOSITED TO THE SCHOOL ACCOUNT, MOST SCHOOL DISTRICTS MONITOR EXPENDITURES TO MAKE SURE THEY ARE APPROPRIATE. CLASSROOM TEACHING GRANTS REIMBURSE NEW MATHEMATICS TEACHERS FOR CLASSROOM PURCHASES. WINNERS OF THE GRANTS ARE FORMER MEMBERS WHO HAVE STARTED TEACHING MATH WITHIN THE LAST THREE YEARS. THE REGIONAL SPONSOR OF THE YEAR AWARD PROVIDES A 1,000 CASH AWARD TO AN OUTSTANDING SPONSOR FROM EACH REGION AND A 1,000 GRANT TO THE WINNER'S MU ALPHA THETA CHAPTER. FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION SUPPORTS ITS MEMBERS, SPONSORS, AND CHAPTERS WITH SCHOLARSHIPS, AWARDS, AND GRANTS. EACH SUMMER, THE FOUNDATION HOLDS A NATIONAL CONVENTION DURING WHICH MEMBERS SPEND FOUR DAYS COMPETING FOR THE HIGHEST SCORES ON MATH TESTS, PRACTICING THEIR PUBLIC SPEAKING AND TEACHING SKILLS VIA MATH "CHALK TALKS," ATTENDING MATH SPEAKER SESSIONS, NETWORKING WITH OTHER MEMBERS AND MATHEMATICIANS, AND TAKING A FIELD TRIP TO A LOCAL ATTRACTION. FORM 990, PAGE 2, PART III, LINE 4A ANNUAL CONVENTION - TYPICALLY, EVERY JULY, AROUND 700 MU ALPHA THETA MEMBERS, SPONSORS, AND CHAPERONES MEET FOR FIVE DAYS TO PARTICIPATE IN THREE ROUNDS OF MATHEMATICS TOPIC TESTS INCLUDING: ANALYTIC GEOMETRY, LIMITS/DERIVATIVES, STATISTICS, NUMBER THEORY, AND MANY OTHERS. STUDENTS TAKE INDIVIDUAL TESTS OVER MULTIPLE MATH TOPICS. THERE ARE TEAM MATH CONTESTS, SPEED AND MENTAL MATH TESTS, AND A MATH-THEMED POSTER DESIGN CONTEST. SOME STUDENTS PREPARE A MATH "CHALK TALK" TO PRESENT TO AN AUDIENCE ON A SELECTED MATH TOPIC. STUDENTS ATTEND SPEAKER SESSIONS PRESENTED BY MATHEMATICIANS. THE NATIONAL CONVENTION ALLOWS STUDENTS WHO LOVE MATH TO INTERACT WITH LIKE-MINDED PEERS. MANY OF THE PARTICPANTS AT THE NATIONAL CONVENTION CONTINUE TO STUDY MATHEMATICS IN COLLEGE DUE TO AN ENJOYMENT OF MATH FOSTERED IN PART BY PARTICIPATING IN MU ALPHA THETA COMPETITIONS, INCLUDING THE NATIONAL CONVENTION. FORM 990, PAGE 2, PART III, LINE 4B SUPPORT THE NATIONAL HIGH SCHOOL & TWO-YEAR COLLEGE MATHEMATICS HONOR SOCIETYS MISSION - THE MU ALPHA THETA EDUCATIONAL FOUNDATION HELPED TO FURTHER THE GOALS OF MU ALPHA THETA BY FUNDING GRANTS, AWARDS, AND SCHOLARSHIPS TO ITS MEMBERS, SPONSORS (TEACHERS), AND CHAPTERS. THESE GRANTS, AWARDS, AND SCHOLARSHIPS RELIEVED SOME OF THE FINANCIAL BURDEN OF ATTENDING COLLEGE FOR MEMBERS, HELPED NEW TEACHERS PURCHASE MATH SUPPLIES FOR THEIR CLASSROOMS SO THEY COULD CONFER THE ENJOYMENT OF MATHEMATICS ON THEIR STUDENTS, AND FUNDED RECOGNITION AWARDS TO SUPERIOR SPONSORS AND THEIR SCHOOLS. ADDITIONALLY, THE FOUNDATION'S FUNDS WERE USED TO PURCHASE HONOR CORDS, STOLES, AND TASSELS THAT IN TURN GENERATE INCOME FOR THE FOUNDATION AND SUPPORT ITS ADMINISTRATIVE COSTS. SUPPLIES THAT WERE DONATED TO THE FOUNDATION WERE PROVIDED TO MU ALPHA THETA CHAPTERS AND MEMBERS. FORM 990, PAGE 2, PART III, LINE 4C SCHOLARSHIPS, GRANTS, AWARDS & PRIZES - ACADEMIC SCHOLARSHIPS - THE EDUCATIONAL FOUNDATION AWARDED 22 SCHOLARSHIPS TO OUTSTANDING MU ALPHA THETA GRADUATING SENIORS IN 2023. SCHOLARSHIPS WERE AWARDED TO ACTIVE MEMBERS WHO WERE JUDGED TO BE OUTSTANDING MATHEMATICS STUDENTS AND WHO HAVE SHOWN LOYALTY AND ENTHUSIASTIC DEDICATION TO THEIR MU ALPHA THETA CHAPTERS WITH EVIDENCE OF COMMUNITY SERVICE IN MATHEMATICS. THE TOP AWARDEES RECEIVED 5,000 SCHOLARSHIPS. ALL OTHER RECIPIENTS RECEIVED 4,000 SCHOLARSHIPS. SCHOLARSHIPS WERE PAID DIRECTLY TO THE STUDENTS' COLLEGES TO HELP PAY FOR TUITION AND FEES OR WERE AWARDED AS CASH STIPENDS TO THE STUDENTS. AWARDS - THE EDUCATIONAL FOUNDATION GAVE AWARDS TO OUTSTANDING CHAPTERS, SPONSORS, AND STUDENTS. SPONSOR WAS AWARDED A 1,000 CASH AWARD FOR THEIR EXEMPLARY SERVICE. ONE AWARD OF 2,500 WAS PRESENTED TO A MEMBER WHO IS STUDYING TO BECOME A MATHEMATICS EDUCATOR. TWO TEACHERS IN THEIR FIRST TWO YEARS OF TEACHING WERE AWARDED A TOTAL OF 1,200 TO ADVANCE THEIR TEACHING. FORM 990, PART V LINE 2A - EMPLOYEES REPORTED ON FORM W-3 THE SALARY AND BENEFIT EXPENSES REPORTED ON FORM 990, PART IX, LINE 5 ARE EXPENSES INCURRED FOR HOURS OF SERVICE RENDERED BY CERTAIN INDIVIDUALS. HOWEVER, THESE INDIVIDUALS ARE REPORTED ON FORM W-3 OF THE UNIVERSITY OF OKLAHOMA, AN AGENCY OF THE STATE OF OKLAHOMA. THIS ORGANIZATION REIMBURSES THE UNIVERSITY OF OKLAHOMA FOR USE OF THESE EMPLOYEES' TIME. CONSEQUENTLY, THIS ORGANIZATION DOES NOT FILE FORM W-3, SO THIS QUESTION IS ANSWERED ZERO. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR WORKS WITH AN ACCOUNTING FIRM TO FILL OUT THE 990 FORMS WITH INPUT FROM THE TREASURER. AFTER THE FORMS ARE COMPLETED, THE GOVERNING COUNCIL MEMBERS REVIEW ALL FORMS AT A GOVERNING COUNCIL MEETING. ANY ITEM OF CONCERN IS DISCUSSED AT THAT MEETING. CORRECTIONS ARE MADE. WHEN THE FORMS MEET WITH THE APPROVAL OF ALL MEMBERS, THERE IS A MOTION TO APPROVE THE RETURNS AND FILE THESE WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C MEMBERS OF THE GOVERNING COUNCIL FILL OUT A QUESTIONNAIRE DURING THE FIRST MEETING OF THE YEAR, USUALLY IN JANUARY OR FEBRUARY. THE QUESTIONNAIRE REQUIRES THEM TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST FOR THE COMING FISCAL YEAR. SHOULD A CONFLICT OF INTEREST BE NOTED, THE COUNCIL MEMBER WILL ABSTAIN FROM ANY DISCUSSION OR VOTES IDENTIFIED AS A POSSIBLE CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR IS THE ONLY SALARIED OFFICER. HER SALARY WAS INITIALLY DETERMINED BY THE TREASURER. THE DETERMINATION WAS MADE BASED ON COMPARISONS WITH OTHER OFFICIALS AT THE UNIVERSITY OF OKLAHOMA, INCLUDING DEVELOPMENT OFFICERS, FINANCIAL ASSOCIATES AND ADMINISTRATORS, WHO HAVE DUTIES OVERLAPPING WITH HERS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS NATIONAL CONSTITUTION, CONFLICT OF INTEREST POLICY, AND OTHER GOVERNANCE POLICIES AVAILABLE AT ITS WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE NATIONAL OFFICE. MU ALPHA THETA MATH HONOR SOCIETY 3200 MARSHALL AVE SUITE 150 NORMAN OK 73019 736097246 ACADEMICS OK 501C7 N/A false false false false false false false false false false false false false false true true true true true true