2025-12-22T16:10:46-06:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2024-04-01 752857248 MENSA EDUCATION AND RESEARCH FOUNDATION MENS 8176075577 1315 BROOKSIDE DR HURST TX 76053 MICHELLE RAKSHYS TREASURER 8176075577 2025-12-22 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2025-12-22 2024 2025-03-06 01:10:19Z MENSA FOUNDATION NGUYEN PHAM 1315 BROOKSIDE DR HURST TX 76053 2059306 0 X WWW.MENSAFOUNDATION.ORG X 2004 TX TO PROVIDE FINANCIAL, EDUCATION, AND RESEARCH ASSISTANCE IN THE AREAS OF HUMAN INTELLIGENCE. 9 9 0 425 0 0 424453 959502 91147 85581 283886 282411 116891 115487 916377 1442981 208457 194200 0 0 0 0 0 0 139033 807476 800869 1015933 995069 -99556 447912 6474941 6772903 1069205 941822 5405736 5831081 THE MENSA FOUNDATION IS UNLEASHING INTELLIGENCE FOR THE BENEFIT OF HUMANITY. 0 0 343695 183750 0 SCHOLARSHIPS AND AWARDS - THE MENSA FOUNDATION SUPPORTS INDIVIDUALS PURSUING THEIR HIGHER EDUCATIONAL GOALS THROUGH SCHOLARSHIPS AWARDED BASED ON ESSAYS OUTLINING THEIR PLANS AND ASPIRATIONS. WE ALSO RECOGNIZE OUTSTANDING WORK IN HUMAN INTELLIGENCE THROUGH THE AWARDS FOR EXCELLENCE IN RESEARCH, THE LIFETIME ACHIEVEMENT AWARD, AND THE MENSA FOUNDATION PRIZE FOR TRANSFORMATIVE SCIENTIFIC DISCOVERY. THE COPPER BLACK AWARD HIGHLIGHTS CREATIVE SOLUTIONS THAT BENEFIT SOCIETY. ADDITIONAL SUPPORT IS PROVIDED THROUGH THE GIFTED EDUCATION FELLOWSHIP, EARLY CAREER RESEARCHER AWARDS, AND DISSERTATION MINI-GRANTS. DURING THE FISCAL YEAR ENDING MARCH 31, 2025, THE FOUNDATION AWARDED 126 SCHOLARSHIPS AND AWARDS. 208905 10450 85581 JOURNAL AND PUBLIC EDUCATION - THE MENSA FOUNDATION PROMOTES UNDERSTANDING OF HUMAN INTELLIGENCE THROUGH PUBLICATIONS AND PUBLIC PROGRAMS. THE MENSA RESEARCH JOURNAL FEATURES LEADING SCHOLARLY WORK AND RECENT RESEARCH ON INTELLIGENCE. OUR "EXCELLENCE IN" PROGRAMS, INCLUDING EXCELLENCE IN READING AND EXCELLENCE IN SCIENCE, SUPPORT GIFTED YOUTH AND INSPIRE A LIFELONG LOVE OF LEARNING. FOUNDATION COLLOQUIUMS OFFER DEEP EXPLORATION OF TIMELY TOPICS, SPARKING DIALOGUE AND NEW IDEAS, WHILE OUR BI-MONTHLY SPEAKER SERIES ENGAGES AUDIENCES ON INTELLIGENCE, GIFTEDNESS, AND NEURODIVERSITY. IN 2025, WE LAUNCHED THE CHALLENGE, A PITCH-STYLE COMPETITION ENCOURAGING CREATIVE, COLLABORATIVE SOLUTIONS TO REAL-WORLD ISSUES. 552600 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JILL BECKHAM 8176075577 1315 BROOKSIDE DR HURST TX 76053 TREVOR MITCHELL EXECUTIVE DIRECTOR 8.00 42.00 X 0 122945 22183 NGUYEN PHAM PRESIDENT 20.00 8.00 X X 0 0 0 JENNY WISE VICE PRESIDENT 20.00 0.00 X X 0 0 0 BILLIE LEE SECRETARY 20.00 0.00 X X 0 0 0 MICHELLE RAKSHYS TREASURER 20.00 0.00 X X 0 0 0 DR RYAN DONLAN TRUSTEE 10.00 0.00 X 0 0 0 DIARRA EDWARDS TRUSTEE 10.00 0.00 X 0 0 0 MATTHEW GUGGEMOS TRUSTEE 10.00 0.00 X 0 0 0 DR JEFF PAPA TRUSTEE 10.00 0.00 X 0 0 0 CHARLES STEINHICE TRUSTEE 10.00 5.00 X 0 0 0 0 122945 22183 0 0 0 0 0 10000 949502 959502 PUBLICATIONS 513120 44738 44738 COLLOQUIUM 900099 20685 20685 OTHER PROGRAM REVENUE 900099 20158 20158 85581 168173 168173 115487 0 115487 115487 115487 730563 616325 114238 114238 114238 1442981 85581 0 397898 4000 4000 174200 174200 16000 16000 350209 192615 108565 49029 9077 1872 800 6405 15626 15626 15715 15715 49225 49225 47235 36512 3052 7671 68530 34264 28241 6025 16384 7810 8363 211 56571 38510 7423 10638 50483 34366 6624 9493 30198 30198 64370 64370 RESEARCH PROJECT 20000 9534 10209 257 MISCELLANEOUS 6120 2917 3124 79 SUPPLIES 1126 1126 995069 552600 303436 139033 74762 144005 40914 48650 61974 11910 1740676 193561 1540667 1547115 4756624 4559874 0 461349 6474941 6772903 8048 19665 263975 254800 45618 50036 700712 607936 50852 9385 1069205 941822 X 2107798 1927841 3297938 3903240 5405736 5831081 6474941 6772903 X 447912 -33446 10879 X 0 1 X 1 0 X 589224 441792 309359 424453 959502 2724330 589224 441792 309359 424453 959502 2724330 269450 2454880 96028 202557 239572 282830 283660 1104647 3828977 396137 0.64110 0.59620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2658787 113962 230333 38475 2964607 2545921 103424 205333 195891 2658787 2390933 134870 69834 49716 2545921 2504974 17986 143788 275815 2390933 1674644 1431132 67736 668538 2504974 0.86242 0.13758 0 0 135009 135009 1536627 170548 1366079 69040 23013 46027 1547115 BENEFICIAL INTEREST IN PERPETUAL TRUST 461349 461349 DUE TO AMERICAN MENSA, LTD. 9385 9385 X 1404699 -33446 10879 -22567 1427266 15715 15715 1442981 979354 0 979354 15715 15715 995069 PART V, LINE 4: THE FOUNDATION HAS TWO DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SCHOLARSHIPS AND A BOARD DESIGNATED FUND ESTABLISHED FOR THE PURPOSE OF PROVIDING AN OPERATING CASH RESERVE. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AS A SECTION 501(A) ORGANIZATION WITHIN THE MEANING OF SECTION 509(A). THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 10,879. 0 0 0 0 0 0 0 0 0 0 SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 5 6000 WIRE TRANSFER MENSA FOUNDATION PRIZE EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 1 10000 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: SCHOLARSHIP RECIPIENT AWARDS ARE DISBURSED TO THE STUDENT AFTER THE STUDENT HAS PROVIDED PROOF OF ENROLLMENT IN A COLLEGE OR UNIVERSITY. 1 SCHOLARSHIPS 121 156700 N/A N/A AWARDS FOR EXCELLENCE IN RESEARCH 5 2500 N/A N/A GIFTED EDUCATION FELLOWSHIP 2 10000 N/A N/A DISSERTATION MINI-GRANT 1 2500 N/A N/A EARLY CAREER MINI-GRANT 1 2500 N/A N/A PART I, LINE 2: SCHOLARSHIP RECIPIENT AWARDS ARE DISBURSED TO THE STUDENT AFTER THE STUDENT HAS PROVIDED PROOF OF ENROLLMENT IN A COLLEGE OR UNIVERSITY TO THE FOUNDATION. PART I, LINE 2 (CONTINUED): EXCELLENCE IN RESEARCH AWARD RECIPIENTS CAN SUBMIT UP TO 3 PAPERS IN WHICH THEY ARE THE FIRST AUTHOR OF ORIGINAL RESEARCH FINDINGS OR THEORETICAL PAPERS PROPOSING NEW DIRECTIONS IN RESEARCH IN A VARIETY OF FIELDS. THE GIFTED EDUCATION FELLOWSHIP IS INTENDED TO ASSIST OUTSTANDING EDUCATORS IN ACQUIRING A GRADUATE DEGREE IN GIFTED EDUCATION OR A CLOSELY RELATED FIELD FROM AN ACCREDITED INSTITUTION OF HIGHER EDUCATION IN THE UNITED STATES. RECIPIENTS ARE SELECTED BASED ON A NOMINATION FORM THAT INCLUDES A PERSONAL STATEMENT OUTLINING THEIR EDUCATION AND CAREER GOALS, HOW OBTAINING A GRADUATE DEGREE IN GIFTED EDUCATION WILL HELP THEM SUPPORT GIFTED LEARNERS, AND HOW THEY WILL USE THIS FELLOWSHIP TO BECOME AN ADVOCATE FOR GIFTED EDUCATION, AND A COPY OF CV AND LETTERS OF RECOMMENDATION. THE EARLY CAREER RESEARCHER MINI-GRANT PROVIDES A GRANT TO POST-DOCTORAL RESEARCHERS OR EARLY CAREER FACULTY FOR RESEARCH RELATED TO INTELLIGENCE, CREATIVITY, OR GIFTED EDUCATION. THE PROGRAM SEEKS PROPOSALS FOR RESEARCH PROJECTS REGARDING THOSE WHO ARE GIFTED OR TWICE EXCEPTIONAL OR ON HUMAN INTELLIGENCE OR CREATIVITY. DISSERTATION MINI-GRANTS ARE AVAILABLE FOR DOCTORAL STUDENTS WHO HAVE AN APPROVED DISSERTATION PROPOSAL. APPLICANTS ARE ENCOURAGED FROM FIELDS AND DISCIPLINES CLOSELY RELATED TO GIFTED EDUCATION, CREATIVITY, AND INTELLIGENCE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE ELECTED OFFICERS OF THE BOARD OF TRUSTEES (PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER). THE EXECUTIVE COMMITTEE HAS AUTHORITY TO EXECUTE DIRECTIVES OF THE BOARD OF TRUSTEES AND TO CARRY ON THE DAY-TO-DAY BUSINESS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS - EACH ELECTED AND APPOINTED OFFICER OF AMERICAN MENSA, LTD, CURRENTLY SERVING ON THE AMERICAN MENSA COMMITTEE AS A VOTING MEMBER, SHALL SERVE AS A VOTING MEMBER OF THE FOUNDATION, EACH WITH AN EQUAL VOTE RESPECTIVE TO EACH OTHER. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL FOUNDATION MEETING, THE VOTING MEMBERS SHALL BE ENTITLED TO A VOTE IN PERSON. EACH VOTING MEMBER SHALL HAVE ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE VOTING MEMBERS HAVE THE RIGHT TO APPROVE OR DISAPPROVE ANY RECOMMENDED CHANGES TO THE BYLAWS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SHARED WITH THE ENTIRE BOARD OF TRUSTEES THROUGH OUR ONLINE COMMUNITY PRIOR TO THE REPORT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHERE ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT MAY GIVE RISE TO CONFLICT. THE ORGANIZATION MONITORS THE POLICY AT THE MANAGEMENT AND BOARD LEVEL WITH DETERMINATIONS MADE BY REMAINING MEMBERS WHO ARE NOT IN CONFLICT WITH THE TRANSACTION. INDIVIDUALS WITH A CONFLICT ARE NOT ALLOWED TO PARTICIPATE IN DISCUSSIONS AND MUST ABSTAIN FROM VOTING ON THE MATTER. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 10,879. AMERICAN MENSA LTD 1315 BROOKSIDE DR HURST TX 86053 111986754 MEMBERSHIP ORGANIZATION TX 501(C)(4) N/A N/A 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 AMERICAN MENSA LTD P 9385 COST AMERICAN MENSA LTD J 115487 LEASE AGREEMENT AMERICAN MENSA LTD M 350209 ADMINISTRATIVE AGREEMENT