2024-04-01T10:51:16-05:00 2023-07-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-08-01 541295407 MATHCOUNTS Foundation MATH 7032999006 1420 King Street Alexandria VA 223142750 Kristen Chandler Executive Director 7032999006 2024-03-26 1 Kristen Chandler XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-03-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kristen Chandler 1420 King Street Alexandria VA 223142750 2687820 0 X www.mathcounts.org X 1984 DE Providing engaging math programs for US middle school students. 17 17 11 17000 0 0 2830844 1481247 1004632 1088540 120798 118033 0 0 3956274 2687820 240180 305107 0 0 1300957 1314879 0 0 164837 1422040 1514912 2963177 3134898 993097 -447078 6563497 6157589 753568 692765 5809929 5464824 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 0 2276503 298107 1088540 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. Due to COVID-19, the 2021 National Competition was held virtually online. 228158 7000 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. 169627 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. 70130 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. 70130 2744418 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 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 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 Tracey Gray Chair 1.00 X 0 0 0 Nancy Blackwell Vice Chair 1.00 X 0 0 0 Santanu Das Treasurer 1.00 X 0 0 0 Emily Glendinning Immediate Past Chair 1.00 X 0 0 0 Joann Acosta Member 1.00 X 0 0 0 Abraham El Member 1.00 X 0 0 0 Shawn Gundrum Member 1.00 X 0 0 0 Tricia Hatley Member 1.00 X 0 0 0 Ryan Hill Member 1.00 X 0 0 0 Valerie Camille Jones Member 1.00 X 0 0 0 Jennifer Kass Member 1.00 X 0 0 0 Karen Keniff Member 1.00 X 0 0 0 Jason Lee Member 1.00 X 0 0 0 Michelle Nal Member 1.00 X 0 0 0 Jon Owen Member 1.00 X 0 0 0 Sarah Willoughby Member 1.00 X 0 0 0 Ding Zhou Member 1.00 X 0 0 0 Kristen Chandler Executive Director 40.00 X 225092 0 22596 Amanda Naar Deputy Dir & Dir. Of Strategy 40.00 X 190255 0 17938 415347 0 40534 2 0 1 0 Renaissance Washington DC Downtown Hotel 999 9th St NW Washington DC 20001 National Competition hotel and food 281499 HBP Marketing LLC PO Box 735880 Chicago IL 606735438 Printing and fulfillment 223750 M Squared 1780 Corporate Drive Suite 440 Norcross GA 30093 Audio visual provider 124254 ATC Travel Management PO Box 5912 LuthervilleTimonium MD 210945912 Transportation/flights for national comp 109578 4 6101 1475146 54250 1481247 Competition Registration 900099 937604 937604 Coaching Materials/Promo items 900099 150936 150936 1088540 118033 118033 2687820 1088540 0 118033 239107 239107 66000 66000 257172 200595 18001 38576 850743 734314 32887 83542 42362 36827 1344 4191 85425 73403 3078 8944 79177 67300 3167 8710 18056 18056 19096 19096 22552 22552 205098 169028 27016 9054 24835 24835 347177 304131 36363 6683 47129 39698 2294 5137 25896 25431 465 167204 155007 12197 78294 59900 18394 9529 9529 National Competition 550046 548842 1204 3134898 2744418 225643 164837 1605361 1463247 326479 330144 1252920 843856 5395 7398 35218 37757 855012 718256 192392 136756 3145732 3338431 6563497 6157589 113352 94649 490279 466729 27742 25087 122195 106300 753568 692765 X 3933739 4237824 1876190 1227000 5809929 5464824 6563497 6157589 -447078 101973 0 X X 0 1 X 1 0 X 1517013 1840035 2004719 2830844 1481247 9673858 1517013 1840035 2004719 2830844 1481247 9673858 4833276 4840582 72424 67076 75452 84645 118033 417630 10091488 5464324 0.47970 0.45950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 146614 87740 58874 44260 38912 5348 664138 591604 72534 136756 X 2890458 101973 123217 225190 2665268 22552 22552 2687820 3235563 123217 123217 3112346 22552 22552 3134898 Part IV, Line 2b: The Foundation receives contributions for use in support of state competitions. The donors require that these contributions be used to reimburse the state societies for costs they have incurred in support of state competitions. The State Custodials funds held were $106,300 and $122,195 as of July 31, 2023 and 2022, 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 The California Society of Professional Engineers Education Foundation 333 University Ave Suite 200 Sacramento CA 95825 680092524 501(c)(3) 14160 0 State Registration Fee Reimbursements Florida Engineering Foundation PO Box 750 Tallahassee FL 32302 592741883 501(c)(3) 8755 0 State Registration Fee Reimbursements Illinois Engineering Foundation 100 E Washington Street Flr 1 Springfield IL 62701 510185971 501(c)(3) 5995 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 Professional Engineers of North Carolina-Educational Foundation 1500 Sunday Dr Ste 102 Raleigh NC 27607 561437097 501(c)(3) 6175 0 State Registration Fee Reimbursements Engineers Foundation of Ohio 400 S 5th Street Suite 300 Columbus OH 43215 316056683 501(c)(3) 6250 0 State Registration Fee Reimbursements Pennsylvania Engineering Foundation 908 N 2nd St Harrisburg PA 17102 232120211 501(c)(3) 9155 0 State Registration Fee Reimbursements Texas Engineering Foundation PO Box 2145 Austin TX 78768 746105653 501(c)(3) 7885 0 State Registration Fee Reimbursements 9 0 Alumni Scholarship Awards 1 3000 0 Math Video Challenge Scholarship Awards 4 4000 0 National Competition Scholarship Awards 11 46000 0 Community Coaching Scholarship Awards 2 6000 0 Silver club winners 20 4000 0 Gold club winners 6 3000 0 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 Math Video Challenge is a national program that challenges students to develop their math, communication and technology skills in a collaborative video project. Created in 2011, it is a completely free program and is open to all sixth, seventh and eighth-grade students. Students can participate through their school or through a non-school group. At the Math Video Challenge Finals in May, the 224 Mathletes at the National Competition vote to determine the First Place Video. The 4 student team who created the winning video each receive a $1000 scholarship. All videos created during the contest are added to the Math Video Challenge online archive, providing a free educational tool for students and teachers. 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 210092 0 15000 0 0 0 11521 0 11075 0 247688 0 0 0 Amanda Naar Deputy Dir & Dir. Of Strategy 172200 0 14453 0 3602 0 9333 0 8605 0 208193 0 0 0 X Calculators 1 54250 FMV 0 0 0 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 A, line 4 The Bylaws' main changes were to lengthen officers' terms to 2 years and institute a Risk Committee. The Articles of Incorporation were amended to accurately reflect that MATHCOUNTS does not have members. 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.