2025-03-27T10:15:22-05:00 2024-07-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-08-01 541295407 MATHCOUNTS Foundation MATH 7032999006 1420 King Street Alexandria VA 223142750 Kristen Chandler Executive Director 7032999006 2025-03-27 1 1 Yong Zhang CPA P01249785 7038930300 2025-03-27 2023 2025-03-06 01:10:19Z Kristen Chandler 1420 King Street Alexandria VA 223142750 4891831 0 X www.mathcounts.org X 1984 DE Providing engaging math programs for US middle school students. 16 16 14 17000 0 0 1481247 1964868 1088540 1073829 118033 1412703 0 0 2687820 4451400 305107 214815 0 0 1314879 1586132 0 0 145583 1514912 1460950 3134898 3261897 -447078 1189503 6157589 6323346 692765 715626 5464824 5607720 X 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 1 2520362 208127 1073829 MATHCOUNTS Competition 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. 299529 6606 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. 57265 82 School Recruitment, 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 an annual, online newsletter and postcards that are distributed to every middle school in the United States. 2877156 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 6 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 Kristen Chandler 7032999006 1420 King Street Alexandria VA 223142750 Nancy Blackwell Chair 1.00 X X 0 0 0 Tricia Hatley Vice Chair 1.00 X X 0 0 0 Jon Owen Treasurer 1.00 X X 0 0 0 Tracey Gray Immediate Past Chair 1.00 X X 0 0 0 Abraham El Director 1.00 X 0 0 0 Brian Baldrate Director 1.00 X 0 0 0 Chris Bradshaw Director 1.00 X 0 0 0 Ding Zhou Director 1.00 X 0 0 0 Jennifer Kass Director 1.00 X 0 0 0 Joann Acosta Director 1.00 X 0 0 0 Karen Keniff Director 1.00 X 0 0 0 Kathering Guthrie Director 1.00 X 0 0 0 Michelle Nal Director 1.00 X 0 0 0 Ryan Hill Director 1.00 X 0 0 0 Shawn Gundrum Director 1.00 X 0 0 0 Valerie Camille Jones Director 1.00 X 0 0 0 Kristen Chandler Executive Director 40.00 X 229022 0 23367 Amanda Naar Deputy Dir & Dir. Of Strategy 40.00 X 196210 0 18747 Kera Johnson Director of Education 40.00 X 103766 0 14449 Chris Bright Director of Programs 40.00 X 100508 0 13945 629506 0 70508 4 0 1 0 Hilton Lake Buena Vista 1751 Hotel Plaza Blvd Lake Buena Vista FL 32830 National Competition hotel and food 295533 HBP Inc PO Box 735880 Chicago IL 606735438 Printing and fulfillment 150851 M Squared 1780 Corporate Drive Suite 440 Norcross GA 30093 Audio visual provider 128120 ATC Travel Management LLC PO Box 5912 LuthervilleTimonium MD 210945912 Transportation/flights for national comp 122849 4 8397 1956471 38750 1964868 Competition Registration 900099 920944 920944 Coaching Materials/Promo items 900099 152885 152885 1073829 130589 130589 1722545 440431 1282114 1282114 1282114 4451400 1073829 0 1412703 161815 161815 53000 53000 272199 212315 19054 40830 1017879 914537 39817 63525 50816 45958 1661 3197 145114 128881 5450 10783 100124 88109 4005 8010 16569 16569 19688 19688 33430 33430 128547 115062 13461 24 17258 17258 323547 279553 29976 14018 45566 40098 1823 3645 28403 25830 1022 1551 176486 160444 16042 83822 63652 20170 9968 9968 National Competition 571118 570644 474 Bad debt expense 6548 6548 3261897 2877156 239158 145583 1463247 1686426 330144 337214 843856 510334 7398 0 37757 55984 872641 802076 136756 70565 3338431 3662823 6157589 6323346 94649 98510 466729 474733 25087 23149 106300 119234 692765 715626 X 4237824 4807720 1227000 800000 5464824 5607720 6157589 6323346 1189503 -1046607 0 X X 0 1 X 1 0 X 1840035 2004719 2830844 1481247 1964868 10121713 1840035 2004719 2830844 1481247 1964868 10121713 4921799 5199914 67076 75452 84645 118033 130589 475795 10597508 5296773 0.49070 0.47970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 146614 102401 44213 50639 44421 6218 675388 655254 20134 70565 X 3493606 -1046607 122243 -924364 4417970 33430 33430 4451400 3350710 122243 122243 3228467 33430 33430 3261897 Part IV, Line 2b: The Foundation receives contributions for use in support of state and chapter competitions. The donors require that these contributions be used to reimburse the state and chapter societies for costs they have incurred in support of state and chapter competitions. The State Custodials funds held were $119,234 and $106,300 as of July 31, 2024 and 2023, 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 California Soc of Prof Eng Edu Fdtn 333 University Ave Suite 200 Sacramento CA 95825 680092524 501(c)(3) 15310 0 State Registration Fee Reimbursements Florida Engineering Foundation PO Box 750 Tallahassee FL 32302 592741883 501(c)(3) 9770 0 State Registration Fee Reimbursements Illinois Engineering Foundation 100 E Washington Street Flr 1 Springfield IL 62701 510185971 501(c)(3) 5850 0 State Registration Fee Reimbursements Foundation for Engineering Education Inc 6 Airline Drive Albany NY 12205 141795649 501(c)(3) 6275 0 State Registration Fee Reimbursements Prof Eng of North Carolina Edu Fndtn 1500 Sunday Dr Ste 102 Raleigh NC 27607 561437097 501(c)(3) 6075 0 State Registration Fee Reimbursements Engineers Foundation of Ohio 400 S 5th Street Suite 300 Columbus OH 43215 316056683 501(c)(3) 6255 0 State Registration Fee Reimbursements Pennsylvania Engineering Foundation 908 N 2nd St Harrisburg PA 17102 232120211 501(c)(3) 9540 0 State Registration Fee Reimbursements Texas Engineering Foundation PO Box 2145 Austin TX 78768 746105653 501(c)(3) 8520 0 State Registration Fee Reimbursements New Jersey Soc Of Prof Engineers 414 River View Plz Trenton NJ 08611 210607342 501(c)(6) 5325 0 State Registration Fee Reimbursements 8 1 Alumni Scholarship 1 3000 National Competition Scholarship Awards 8 44000 Community Coaching Scholarship 2 6000 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 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 typically 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 Kristen Chandler Executive Director 214022 0 15000 0 0 0 11892 0 11475 0 252389 0 0 0 Amanda Naar Deputy Dir & Dir. Of Strategy 180710 0 15500 0 0 0 9827 0 8920 0 214957 0 0 0 X Calculators 1 38750 FMV 0 0 0 Part I, Column (b): The number of contributions reported is 1 which was one large donation of over 300 calculators. Form 990, Part III, line 3 The following program has been discontinued as a stand-alone program. Elements of the program are now included in The National Math Club. Math Video Challenge: Math Video Challenge is a project-based team contest in which students create a video that shows a solution to a MATHCOUNTS problem in a real-world setting. To determine advancement and prizes, videos are evaluated based on 4 categories: mathematical content, communication, creativity and real-world scenario. Part V, Lines 2a & b, Part VII, Part IX Compensation & Benefits Reporting: The Foundation contracted with Insperity PEO Services, L.P. ("Insperity") as their professional employer organization. Insperity files all required federal employment returns. 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.