2025-11-06T15:02:16-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2024-01-01 463513958 ILLUSTRATIVE MATHEMATICS ILLU 2408939876 PO BOX 69822 ORO VALLEY AZ 857370022 KRISTEN WELCH CFO 2408939876 2025-11-06 1 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2025-11-06 2024 2025-03-06 01:10:19Z KRISTIN UMLAND PO BOX 69822 ORO VALLEY AZ 857370022 18776208 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. 7 7 107 7 0 0 500074 4040010 16031846 14303224 152910 358574 197880 74400 16882710 18776208 0 0 0 0 10871178 13842734 0 0 212347 7404649 6715206 18275827 20557940 -1393117 -1781732 12653315 11662373 2247183 3037973 10406132 8624400 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 10604645 6087647 PROFESSIONAL PRODUCTS AND SERVICES: IM(R) CONTINUED PROVIDING PROFESSIONAL LEARNING PRODUCTS AND SERVICES THAT SUPPORT TEACHERS AND SCHOOL DISTRICTS.IN 2024, PROFESSIONAL LEARNING ON IM(R) K-5 MATH, IM(R) 6-8 MATH, AND IM(R) 9-12 MATH REACHED MORE THAN 44,000 TEACHERS ACROSS 1,851 EVENTS.IN 2024, IM(R) ALSO DELIVERED UNIT PLANNING AND FACILITATION GUIDES TO 31 SCHOOL DISTRICTS AND CERTIFIED 39 NEW FACILITATORS TO DELIVER HIGH-QUALITY PROFESSIONAL LEARNING EXPERIENCES. 6485064 8289977 CLASSROOM MATERIALS:IM(R) CONTINUED PROVIDING HIGH-QUALITY CLASSROOM MATERIALS AND FAMILY SUPPORT TO EDUCATORS AND SCHOOL DISTRICTS. IN 2024, MORE THAN 3 MILLION STUDENTS HAD ACCESS TO AN IM CERTIFIED(R) PRINT OR PREMIUM DIGITAL VERSION OF THE CURRICULUM. WE ESTIMATE THAT AN ADDITIONAL 304,000 STUDENTS HAD ACCESS TO THE FREE IM(R) K-12 MATH CURRICULUM BASED ON WEBSITE TRAFFIC. 17089709 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 1 216 0 1 107 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 RHETT DORNBACK-BENDER DIRECTOR 0.50 X 0 0 0 SARA ALLEN DIRECTOR 0.50 X 0 0 0 WILLIAM MCCALLUM CEO 40.00 X 378329 0 31845 KRISTIN UMLAND PRESIDENT 40.00 X 318459 0 39791 KRISTEN WELCH CFO 40.00 X 290557 0 28561 DYLAN DECHANT- VP OF ENGINEERING AND INNOVATION 40.00 X 234459 0 34516 GAIL HARTMAN - SR VP PRODUCT DEVELOPMENT 40.00 X 244957 0 19373 BRANDI TYLER- VP OF BRAND AND COMMUNICATIONS 40.00 X 193391 0 37199 ELIZABETH RAMIREZ - VP OF IMPLEMENTATION PROGRAMS 40.00 X 197891 0 15873 LATOYA BYRD- VP OF CLIENT AND PARTNER SUCCESS 40.00 X 185594 0 33033 ERIC CONNALLY PRINCIPAL SOFTWARE ENGINEER 40.00 X 175408 0 6489 TAMARA RICHARDS- ASSOCIATE VP BUSINESS SOLUTIONS ADMINSTRATION 40.00 X 178150 0 26304 AURORA ZIOBROWSKI DIRECTOR OF ENGINEERING 40.00 X 191006 0 15827 WINDY HAMILTON- SENIOR DIRECTOR REVENUE OPERATIONS AND REPORTING 40.00 X 171890 0 27837 ALEJANDRA ALVARADO - SENIOR DIRECTO PRODUCT STRATEGY 40.00 X 168333 0 7650 2928424 0 324298 49 0 1 0 0 4040010 4040010 PROGRAM ROYALTIES 611430 8808654 8808654 PROFESSIONAL DEVELOPMENT TRAINING 611430 5402323 5402323 CONSULTING SERVICES 611710 92247 92247 14303224 358574 358574 74400 0 74400 74400 18776208 14377624 0 358574 X 2283827 1838417 254621 190789 9529556 8050301 1478820 435 1165241 960947 197171 7123 864110 721254 129675 13181 22061 10303 11758 36537 36537 3891077 3348318 542759 254388 254388 435058 388806 45433 819 74993 74993 965138 828345 136793 12977 12977 SOFTWARE LICENSES & SUB 468893 270982 197911 SUBGRANTS & SUBCONTRACT 301982 301982 BANK FEES 96434 8600 87834 OTHER EXPENSES 89234 31546 57688 66434 527 65907 20557940 17089709 3255884 212347 378448 434220 10992607 8898877 0 275000 1089056 1787781 193204 266495 12653315 11662373 1263735 1051766 983448 1986207 2247183 3037973 X 8449855 6741305 1956277 1883095 10406132 8624400 12653315 11662373 -1781732 0 X 0 1 X 1 0 X 6040514 1133366 7566902 500074 4040010 19280866 6040514 1133366 7566902 500074 4040010 19280866 14998630 4282236 315 438 775 152910 358574 513012 19793878 59072216 0.21630 0.23600 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 7 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 16672566 0 16672566 2103642 2103642 18776208 18454298 0 18454298 2103642 2103642 20557940 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. IM WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF PROFESSIONAL DEVELOPMENT TRAINING, NETTED AGAINST REVENUE ON AUDIT 2,103,642. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF PROFESSIONAL DEVELOPMENT TRAINING, NETTED AGAINST REVENUE ON AUDIT 2,103,642. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES WEB APPLICATION DEVELOPMENT AND MAINTENANCE 128559 0 1 0 0 0 1 128559 0 128559 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 0 0 0 0 0 0 0 1 0 WILLIAM MCCALLUM CEO 351519 0 24000 0 2810 0 13800 0 18045 0 410174 0 0 0 KRISTIN UMLAND PRESIDENT 293169 0 24000 0 1290 0 12113 0 27678 0 358250 0 0 0 KRISTEN WELCH CFO 270791 0 18000 0 1766 0 11031 0 17529 0 319117 0 0 0 DYLAN DECHANT- VP OF ENGINEERING AND INNOVATION 221664 0 12000 0 795 0 9207 0 25309 0 268975 0 0 0 GAIL HARTMAN - SR VP PRODUCT DEVELOPMENT 223760 0 18000 0 3197 0 9064 0 10309 0 264330 0 0 0 BRANDI TYLER- VP OF BRAND AND COMMUNICATIONS 173826 0 18000 0 1565 0 7416 0 29783 0 230590 0 0 0 LATOYA BYRD- VP OF CLIENT AND PARTNER SUCCESS 170855 0 14000 0 739 0 7149 0 25884 0 218627 0 0 0 ELIZABETH RAMIREZ - VP OF IMPLEMENTATION PROGRAMS 179055 0 18000 0 836 0 7210 0 8663 0 213764 0 0 0 AURORA ZIOBROWSKI DIRECTOR OF ENGINEERING 183762 0 6500 0 744 0 7350 0 8476 0 206832 0 0 0 TAMARA RICHARDS- ASSOCIATE VP BUSINESS SOLUTIONS ADMINSTRATION 163406 0 14000 0 744 0 6798 0 19506 0 204454 0 0 0 WINDY HAMILTON- SENIOR DIRECTOR REVENUE OPERATIONS AND REPORTING 159086 0 12000 0 804 0 6489 0 21348 0 199727 0 0 0 ERIC CONNALLY PRINCIPAL SOFTWARE ENGINEER 162225 0 12000 0 1183 0 6489 0 0 0 181897 0 0 0 ALEJANDRA ALVARADO - SENIOR DIRECTO PRODUCT STRATEGY 160050 0 7500 0 783 0 6450 0 1200 0 175983 0 0 0 PART I, LINE 7 ALL EMPLOYEES WHO WERE HIRED AS OF OCTOBER 31, 2024 AND WERE EMPLOYED AS OF DECEMBER 31, 2024 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 2025. 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 2024. 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 583,738. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 583,738. FACILITATORS: PROGRAM SERVICE EXPENSES 1,601,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,601,750. HIRING COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,651. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,651. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 425,218. MANAGEMENT AND GENERAL EXPENSES 208,470. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 633,688. PROFESSIONAL DEVELOPMENT COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,612. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,612. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 635,430. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 635,430. PROJECT MANAGEMENT & OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 304,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304,026. SOFTWARE DEVELOPMENT: PROGRAM SERVICE EXPENSES 102,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,182.