ILLUSTRATIVE MATHEMATICS

Address
PO BOX 69822
ORO VALLEY, AZ 857370022
Contact
Website: http://www.illustrativemathematics.org
Phone: +1 (520) 730-1569
Nonprofit
NTEE: U34 - Mathematics
EIN: 46-3513958

Mission

AT ILLUSTRATIVE MATHEMATICS WE ARE COMMITTED TO CREATING A WORLD WHERE 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 TEAMS TO DO EXTRAORDINARY THINGS.
 2017201620152014
Basic features of the organization
Year of formation2013
Subsection code03
PF filing required0   
Metropolitan statistical area8520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$970,018.00$794,126.00$833,250.00 
Sum of reportable (W2/1099) compensation$922,775.00$887,250.00$375,063.00 
Number of employees3190 
Number of people compensated >$100k441 
Number of volunteers0   
Number of highly compensated contractors123 
Personnel
Foster, Jean
TitleDIRECTOR   
Name of key/compensated personJEAN FOSTER   
Position of compensated person
Current individual trustee or directorTrue   
Average hours per week working for org0.50   
Reportable compensation from org$0.00   
Other comp, non-reportable, from org and related orgs$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   
Average hours per week working for related orgs0.00   
Hill, Heather
TitleDIRECTOR   
Name of key/compensated personHEATHER HILL   
Position of compensated person
Current individual trustee or directorTrue   
Average hours per week working for org0.50   
Reportable compensation from org$0.00   
Other comp, non-reportable, from org and related orgs$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   
Average hours per week working for related orgs0.00   
Jurmain, Shelly
TitleINTERIM CFO   
Name of key/compensated personSHELLY JURMAIN   
Position of compensated person
Average hours per week working for org40.00   
Reportable compensation from org$23,750.00   
Other comp, non-reportable, from org and related orgs$713.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   
Average hours per week working for related orgs0.00   
Levin, Gregg
TitleDIRECTOR   
Name of key/compensated personGREGG LEVIN   
Position of compensated person
Current individual trustee or directorTrue   
Average hours per week working for org0.50   
Reportable compensation from org$0.00   
Other comp, non-reportable, from org and related orgs$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   
Average hours per week working for related orgs0.00   
McCallum, William
TitlePRESIDENT & CEOPresident & CEOPresident & CEO 
Name of key/compensated personWILLIAM MCCALLUMWILLIAM MCCALLUMWILLIAM MCCALLUM 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org40.0040.0040.00 
Reportable compensation from org$275,000.00$318,750.00$150,000.00 
Other comp, non-reportable, from org and related orgs$11,000.00$2,750.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00 
O'Masta, Lisa
TitleCEO   
Name of key/compensated personLISA O'MASTA   
Position of compensated person
Current individual trustee or directorTrue   
Average hours per week working for org40.00   
Reportable compensation from org$132,475.00   
Other comp, non-reportable, from org and related orgs$3,533.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   
Average hours per week working for related orgs0.00   
Plattner, Linda
TitleSECRETARYExecutive Dir.Executive Dir. 
Name of key/compensated personLINDA PLATTNERLINDA PLATTNERLINDA PLATTNER 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org40.0020.0040.00 
Reportable compensation from org$28,538.00$98,250.00$60,000.00 
Other comp, non-reportable, from org and related orgs$0.00$530.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00 
Shalvey, Don
TitleDIRECTORDirectorDirector 
Name of key/compensated personDON SHALVEYDON SHALVEYDON SHALVEY 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org0.500.500.00 
Reportable compensation from org$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00 
Stansfield, Robert
TitleTREASURER/CFO & COOCFO and COOCFO and COO 
Name of key/compensated personROBERT STANSFIELDROBERT STANSFIELDROBERT STANSFIELD 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org30.0030.0030.00 
Reportable compensation from org$162,000.00$189,250.00$97,313.00 
Other comp, non-reportable, from org and related orgs$6,480.00$1,620.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00 
Thomas, Trisha
TitleVICE PRESIDENT   
Name of key/compensated personTRISHA THOMAS   
Position of compensated person
Average hours per week working for org40.00   
Reportable compensation from org$21,317.00   
Other comp, non-reportable, from org and related orgs$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   
Average hours per week working for related orgs0.00   
Umland, Kristin
TitleVICE PRESIDENTVice PresidentVice President 
Name of key/compensated personKRISTIN UMLANDKRISTIN UMLANDKRISTIN UMLAND 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org40.0040.0040.00 
Reportable compensation from org$186,333.00$158,500.00$43,750.00 
Other comp, non-reportable, from org and related orgs$6,453.00$1,340.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00 
Whitesides, Ellen
TitleVICE PRESIDENTVice PresidentVice President 
Name of key/compensated personELLEN E WHITESIDESELLEN WHITESIDESELLEN WHITESIDES 
Position of compensated person
Current individual trustee or directorTrueTrueTrue 
Average hours per week working for org33.0033.0033.00 
Reportable compensation from org$93,362.00$122,500.00$24,000.00 
Other comp, non-reportable, from org and related orgs$3,311.00$1,060.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00 
Zettler, George
TitleDIRECTORDirector  
Name of key/compensated personGEORGE ZETTLERGeorge Zettler  
Position of compensated person
Current individual trustee or directorTrueTrue  
Average hours per week working for org0.500.50  
Reportable compensation from org$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00  
Average hours per week working for related orgs0.000.00  
Purpose: mission, activities, & accomplishments
Mission or significant activitiesILLUSTRATIVE MATHEMATICS IS A DISCERNING COMMUNITY OF EDUCATORS DEDICATED TO THE COHERENT LEARNING OF MATHEMATICS. WE CRAFT AND DELIVER HIGH QUALITY EDUCATIONAL RESOURCES FOR TEACHERS AND STUDENTS.Illustrative Mathematics is a discerning community of educators dedicated to the coherent learning of mathematics. We craft and deliver high quality educational resources for teachers and students.Illustrative Mathematics is a discerning community of educators dedicated to the coherent learning of mathematics. We provide expert guidance to states and districts working to improve mathematics education. 
Program service expenses, total$3,800,309.00$1,840,326.00$1,852,350.00 
Programs, including revenue & expenses
CLASSROOM MATERIALS DEVELOPMENT: IM WAS ENGAGED BY OPEN-UP RESOURCES TO WRITE COMPLETE MATHEMATICS CURRICULUM FOR GRADES 6-8. THIS INCLUDED PILOTING THE CURRICULUM IN SEVERAL MIDDLE SCHOOLS AND DEVELOPING ASSOCIATED PROFESSIONAL DEVELOPMENT TO ASSIST SCHOOLS AS THEY ADOPT OUR CURRICULUM. AS OF AUGUST 2017, THIS CURRICULUM WILL BE FREELY AVAILABLE AS AN OPEN EDUCATION RESOURCE.
Program expenses$2,827,638.00   
Program revenue$10,991.00   
Program descriptionCLASSROOM MATERIALS DEVELOPMENT: IM WAS ENGAGED BY OPEN-UP RESOURCES TO WRITE COMPLETE MATHEMATICS CURRICULUM FOR GRADES 6-8. THIS INCLUDED PILOTING THE CURRICULUM IN SEVERAL MIDDLE SCHOOLS AND DEVELOPING ASSOCIATED PROFESSIONAL DEVELOPMENT TO ASSIST SCHOOLS AS THEY ADOPT OUR CURRICULUM. AS OF AUGUST 2017, THIS CURRICULUM WILL BE FREELY AVAILABLE AS AN OPEN EDUCATION RESOURCE.   
Classroom materials development. IM was engaged by Open-Up Resources to write complete mathematics curriculum for Grades 6-8. This curriculum will be freely available as an open education resource.In addition to developing the curriculum, we are developing a content management system (CMS) to host the curriculum. It can export the curriculum in multiple formats, including pdf and html.
Program expenses $1,478,807.00  
Program revenue $655,027.00  
Program description Classroom materials development. IM was engaged by Open-Up Resources to write complete mathematics curriculum for Grades 6-8. This curriculum will be freely available as an open education resource.In addition to developing the curriculum, we are developing a content management system (CMS) to host the curriculum. It can export the curriculum in multiple formats, including pdf and html.  
Illustrative Mathematics has 5 programs: (1) Developing Classroom Materials, (2) Developing a Community of Experts, (3) Providing Consulting Services, (4) Providing Professional Development, and (5) Developing a Virtual Destination / Website. Within fiscal year 2014 we have:(1) Written, reviewed and published approximately 125 mathematical tasks, freely available under a creative commons license, and written a complete unit on Proportional Relationships for Grade 7;(2) Grown both the size and the expertise of our community;(3) Acted as consultants to review content for Smarter Balanced and The College Board; (4) Provided five professional development activities for schools and/or school districts, ranging from 10 to 150 participants at each, and continued three ongoing online professional development programs (the Virtual Lecture Series, Task Talks, and Fractions Progression Online Course) with 520 participants; and (5) Implemented a complete redesign of our website, which now receives approximately 150,000 unique visitors per month and has 40,000 people registered to date in order to receive newsletters and/or vote on tasks.
Program expenses  $1,852,350.00 
Program revenue  $1,740,223.00 
Program description  Illustrative Mathematics has 5 programs: (1) Developing Classroom Materials, (2) Developing a Community of Experts, (3) Providing Consulting Services, (4) Providing Professional Development, and (5) Developing a Virtual Destination / Website. Within fiscal year 2014 we have:(1) Written, reviewed and published approximately 125 mathematical tasks, freely available under a creative commons license, and written a complete unit on Proportional Relationships for Grade 7;(2) Grown both the size and the expertise of our community;(3) Acted as consultants to review content for Smarter Balanced and The College Board; (4) Provided five professional development activities for schools and/or school districts, ranging from 10 to 150 participants at each, and continued three ongoing online professional development programs (the Virtual Lecture Series, Task Talks, and Fractions Progression Online Course) with 520 participants; and (5) Implemented a complete redesign of our website, which now receives approximately 150,000 unique visitors per month and has 40,000 people registered to date in order to receive newsletters and/or vote on tasks. 
PROFESSIONAL SERVICES: IM CONTINUED PROVIDING CONSULTING SERVICES TO CLIENTS IN THE EDUCATION SECTOR. WE ALSO CREATED AND DELIVERED PROFESSIONAL DEVELOPMENT FOR THE FOLLOWING: 5 PRACTICESADAPTING CURRICULUM: GO MATH! GRADES 3-5FRACTIONS PROGRESSION COURSEIM 6-8 MATH WE CERTIFIED 25 FACILITATORS TO DELIVER HIGH-QUALITY PROFESSIONAL LEARNING EXPERIENCES.
Program expenses$972,671.00   
Program revenue$657,297.00   
Program descriptionPROFESSIONAL SERVICES: IM CONTINUED PROVIDING CONSULTING SERVICES TO CLIENTS IN THE EDUCATION SECTOR. WE ALSO CREATED AND DELIVERED PROFESSIONAL DEVELOPMENT FOR THE FOLLOWING: 5 PRACTICESADAPTING CURRICULUM: GO MATH! GRADES 3-5FRACTIONS PROGRESSION COURSEIM 6-8 MATH WE CERTIFIED 25 FACILITATORS TO DELIVER HIGH-QUALITY PROFESSIONAL LEARNING EXPERIENCES.   
Professional Services. IM continued providing consulting services to clients in the education sector.Professional development activities were expanded with the following activity noted.Continued ongoing online professional development programs - Virtual Lecture Series (53 in Fall 2015 and 27 in Spring 2016)- Task Talks (Average attendance was 6 for the weekly chats)- Fractions Progression Online Course (126 registered for course)- SCASS (State Collaboratives on Assessment and Student Standards) Professional development activities for the following schools and/or school districts were uniquely designed and given during FY 16. Each session had a range of 15 to 30 participants.- Explore Exceed Charter Schools (New York City area)- KIPP New Jersey (a non-profit network of charter schools)- Louisiana Department of Education- North Carolina State Board of Education
Program expenses $361,519.00  
Program revenue $581,672.00  
Program description Professional Services. IM continued providing consulting services to clients in the education sector.Professional development activities were expanded with the following activity noted.Continued ongoing online professional development programs - Virtual Lecture Series (53 in Fall 2015 and 27 in Spring 2016)- Task Talks (Average attendance was 6 for the weekly chats)- Fractions Progression Online Course (126 registered for course)- SCASS (State Collaboratives on Assessment and Student Standards) Professional development activities for the following schools and/or school districts were uniquely designed and given during FY 16. Each session had a range of 15 to 30 participants.- Explore Exceed Charter Schools (New York City area)- KIPP New Jersey (a non-profit network of charter schools)- Louisiana Department of Education- North Carolina State Board of Education  
Financial data
Revenue
Total revenue$4,737,485.00$2,963,812.00$1,847,515.00 
Revenue from contributions (total)$4,068,443.00$1,715,240.00$75,000.00$160,025.00
Investment income, current yr$754.00$513.00$526.00 
Total revenue from grants, etc., current yr$4,068,443.00$1,715,240.00$75,000.00 
Total unrelated business revenue$0.00$0.00$0.00 
Other revenue, current yr$10,991.00$11,360.00$31,766.00 
Net unrelated business taxable revenue$0.00   
Program service revenue (total)$657,297.00$1,236,699.00$1,740,223.00$291,173.00
Gross receipts$4,746,534.00$2,972,777.00$1,871,677.00 
Sources of contributions
Revenue from gov't grants$10,125.00$190,625.00  
Revenue from all other contributions$4,058,318.00$1,524,615.00$75,000.00 
Other types of revenue
Royalties (total) $0.00$0.00 
Miscellaneous revenue (total) $0.00$0.00 
Net revenue from gaming (total) $0.00$0.00 
Income from dividends, interest, and similar investments$754.00$513.00$526.00 
Net rental income $0.00$0.00$0.00
Net income from fundraising events $0.00$0.00 
Net inventory sales (total)$10,991.00$11,360.00$31,766.00 
Expense categories (totals)
Total functional expenses: sum of all$4,230,528.00$2,312,430.00$2,235,602.00 
Total functional expenses: program service $3,800,309.00$1,840,326.00$1,852,350.00 
Total functional expenses: management and general$379,526.00$391,589.00$380,362.00 
Total functional expenses: fundraising$50,693.00$80,515.00$2,890.00 
Fees for services
Lobbying fees (total) $0.00$0.00 
Legal fees (total)$13,127.00$12,247.00$5,145.00 
Fundraising service fees (total)$0.00$0.00$0.00 
General management fees (total) $0.00$0.00 
Investment management fees (total) $0.00$0.00 
Assets and liabilities
Total assets$1,940,885.00$1,708,481.00$806,508.00$261,777.00
Total assets, beginning of year$1,708,481.00$806,508.00$261,777.00 
Total liabilities$256,262.00$530,815.00$280,224.00$9,128.00
Total liabilities, beginning of year$530,815.00$280,224.00$9,128.00 
Pledges & accounts receivable, net$555,000.00$7,063.00$0.00 
Loans & receivables from key persons $0.00$0.00 
Unrestricted net assets, end of yr$1,161,423.00$1,177,666.00$523,332.00 
Temporarily restricted net assets$523,200.00 $2,952.00 
Net assets$1,684,623.00$1,177,666.00$526,284.00 
Net assets, beginning of year$1,177,666.00$526,284.00$252,649.00 
Intangible assets $0.00$0.00 
Other assets $0.00$0.00 
Investments: other securities $0.00$0.00 
Investments: publicly traded securities $0.00$0.00 
Cash: non-interest bearing$73,467.00$214,740.00$71,489.00 
Cash: non-interest bearing, beginning of year$214,740.00$71,489.00$261,627.00 
Investments -- program-related $0.00$0.00 
Inventories for sale or use $0.00$0.00 
Other financial variables
Revenue less expenses$506,957.00$651,382.00-$388,087.00 
Advertising (total)$92,892.00$4,123.00$0.00 
Savings & temp cash investment$695,546.00$1,005,989.00$300,526.00 
Accounts receivable, net$581,197.00$468,680.00$424,081.00 
Prepaid expenses & deferred charges$35,675.00$12,009.00$10,412.00 
Accounts payable & accrued expenses$256,262.00$230,815.00$280,224.00 
Deferred revenue$0.00$300,000.00  
Total net assets or fund balances$1,684,623.00$1,177,666.00$526,284.00 
Depreciation, depletion, amortization $0.00$0.00 
Payment to affiliates $0.00$0.00 
Governance and accountability
Number of voting members1176 
Number of independent voting members576 
Financial sheets auditedTrueTrueTrue 
Accrual accountingTrueTrueTrue 
Tax year start date2016-07-012015-07-012014-07-01 
Tax year end date2017-06-012016-06-012015-06-012014-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990 
Date e-filing submitted2018-09-042017-07-282016-07-27 
IRS schema version2016v3.02015v3.02014v6.0 
Filing identifier201841309349304119201740459349302834201621009349300402 
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