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Illustrative Mathematics

  • Oro Valley, AZ
  • Tax-exempt since July 2014
  • EIN: 46-3513958

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Alliance/Advocacy Organizations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$21.3M (2022)

Expenses
$14M (2022)

Total Assets
$13.8M (2022)

Total Liabilities
$1.96M (2022)

Years with multiple filings
Source: Form 990 tax filings from 2014 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,282,852
Expenses
$14,020,395
Net Income
$7,262,457
Net Assets
$11,799,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,566,902
35.6%
Program Services $13,587,956
63.8%
Investment Income $775
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $125,040
0.6%
Other Revenue $2,179
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,036,855
14.5%
Professional Fundraising Fees $0
Other Salaries and Wages $5,529,702
39.4%
Assets/Debt
Total Assets $13,760,014
Total Liabilities $1,960,765
Net Assets $11,799,249
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (Ceo) $356,282 $0 $26,039
Kristin Umland (President) $300,018 $0 $32,227
Kristen Welch (Cfo) $271,614 $0 $25,810
Karl Nelson Cio Vp Of (Technology And Information) $242,727 $0 $23,260
Katherine Nowak To 42922 (Vp, Product Strategy) $181,947 $0 $4,820
Camelia Valentine Braxton (Vp Human Resources & Talent Mgt) $172,928 $0 $32,170
Eric Connally (Software Engineer) $167,516 $0 $6,000
Brandi Tyler (Vp Of Marketing) $167,021 $0 $31,686
Tamara Richards (Controller) $166,064 $0 $16,407
Windy Hamilton Senior Director (Revenue Operations & Reporting) $157,828 $0 $25,520
Elizabeth Ramirez Interim Vp (Of Prof Learning Products & Services) $155,432 $0 $12,877
Leah Niu Sr Director (Of Salesforce Mgmt And It) $152,722 $0 $25,887
Max Ray Riek Sr Director (Of K 12 Pro. Learning Catalogue) $151,958 $0 $19,439
George Zettler (Treasurer/Secretary) $0 $0 $0
Barbara Chow (Director) $0 $0 $0
Lisa Carmona (Director) $0 $0 $0
Heather Hill (Director) $0 $0 $0
Gregg Levin (Director) $0 $0 $0
Denise Walston (Director) $0 $0 $0
Dominick Sekich (Director) $0 $0 $0
Michael Casserly (Director) $0 $0 $0
Paul Palmer Jr (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 31, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,729,780
Expenses
$9,884,336
Net Income
$1,845,444
Net Assets
$4,536,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,133,366
9.7%
Program Services $10,595,976
90.3%
Investment Income $438
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,494,719
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $4,011,435
40.6%
Assets/Debt
Total Assets $5,801,016
Total Liabilities $1,264,224
Net Assets $4,536,792
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (Ceo) $321,671 $0 $26,106
Kristin Umland (President) $274,665 $0 $12,774
Kristen Welch (Cfo, Vp Enterprise Management) $242,221 $0 $26,113
Karl Nelson (Cio, Vp Of Technology & Information) $209,716 $0 $21,963
Katherine Nowak (Vice President, Product Strategy) $164,344 $0 $15,411
Olivia Russell (Vice President, Program Management) $151,563 $0 $28,172
Eric Connally (Software Enginner) $147,209 $0 $5,808
Tamara Richards (Controller) $133,380 $0 $15,306
Dylan Dechant (Director Of Engineering) $132,659 $0 $25,970
Max Ray Riek (Senior Director Of K 12 Prof. Learning) $130,703 $0 $14,021
Windy Hamilton (Senior Director Of Bus. Analytics) $130,456 $0 $22,090
George Zettler (Treasurer/Secretary) $0 $0 $0
Barbara Chow (Director) $0 $0 $0
Lisa Carmona (Director) $0 $0 $0
Heather Hill (Director) $0 $0 $0
Gregg Levin (Director) $0 $0 $0
Cynthia Nava (Director) $0 $0 $0
Denise Walston (Director) $0 $0 $0
Dominick Sekich (Director) $0 $0 $0
Michael Casserly (Director) $0 $0 $0
Paul Palmer Jr (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,171,672
Expenses
$9,489,259
Net Income
$682,413
Net Assets
$2,691,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,040,514
59.4%
Program Services $4,156,345
40.9%
Investment Income $315
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$25,502
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,276,726
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,925,906
41.4%
Assets/Debt
Total Assets $3,352,998
Total Liabilities $661,650
Net Assets $2,691,348
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (Ceo) $341,740 $0 $25,666
Kristin Umland (President, Cpo, Vp Product Strategy) $247,952 $0 $10,290
Kristen Welch (Cfo And Vice President) $225,025 $0 $29,845
Karl Nelson (Vice President, Coo And Cto) $204,272 $0 $30,046
Kari Fines (Director Of Operations) $158,061 $0 $5,813
Katherine Nowak (Content Development Director) $152,982 $0 $10,351
Olivia Russell (Director Of Im Certified Partnerships) $146,155 $0 $14,768
Eric Connally (Software Enginner) $144,721 $0 $5,639
Brendan Shean (Software Enginner) $141,066 $0 $12,325
Trisha Thomas (Vice President) $136,426 $0 $25,463
Lisa O'masta (Director) $0 $0 $0
George Zettler (Treasurer/Secretary) $0 $0 $0
Barbara Chow (Director) $0 $0 $0
Lisa Carmona (Director) $0 $0 $0
Heather Hill (Director) $0 $0 $0
Gregg Levin (Director) $0 $0 $0
Cynthia Nava (Director) $0 $0 $0
Denise Walston (Director) $0 $0 $0
Dominick Sekich (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,346,929
Expenses
$9,092,924
Net Income
-$745,995
Net Assets
$2,008,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,287,094
63.3%
Program Services $2,964,146
35.5%
Investment Income $290
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $89,131
1.1%
Other Revenue $6,268
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,454,772
16.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,957,260
43.5%
Assets/Debt
Total Assets $2,353,593
Total Liabilities $344,658
Net Assets $2,008,935
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (President/Chairman Of The Board) $289,791 $0 $24,840
Lisa O'masta (Ceo) $272,758 $0 $30,775
Kristin Umland (Chief Product Off., Vp Prod Strategy) $213,225 $0 $9,869
Kristen Welch (Cfo And Vice President) $193,706 $0 $29,541
Karl Nelson (Vice President, Coo And Cto) $176,199 $0 $29,031
Trisha Thomas (Vice President) $157,341 $0 $27,697
Eric Connally (Software Enginner) $136,860 $0 $5,371
Brendan Shean (Software Enginner) $133,744 $0 $11,930
Kari Fines (Director Of Operations) $132,539 $0 $5,428
Katherine Nowak (Content Development Director) $128,698 $0 $5,000
Lakan Cook (Director Of Im Certified Partnerships) $109,688 $0 $26,354
George Zettler (Treasurer/Secretary) $0 $0 $0
Barbara Chow (Director) $0 $0 $0
Lisa Carmona (Director) $0 $0 $0
Heather Hill (Director) $0 $0 $0
Gregg Levin (Director) $0 $0 $0
Cynthia Nava (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,181,143
Expenses
$4,612,785
Net Income
$568,358
Net Assets
$2,750,530
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,181,046
61.4%
Program Services $1,993,061
38.5%
Investment Income $585
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,451
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $691,619
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,619,911
35.1%
Assets/Debt
Total Assets $3,198,264
Total Liabilities $447,734
Net Assets $2,750,530

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,212,428
Expenses
$5,714,879
Net Income
$497,549
Net Assets
$2,182,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,123,042
66.4%
Program Services $2,086,290
33.6%
Investment Income $963
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,133
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,735,232
30.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,702,674
29.8%
Assets/Debt
Total Assets $3,132,397
Total Liabilities $950,225
Net Assets $2,182,172
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (President & Ceo) $277,840 $0 $15,921
Lisa O'masta (Ceo) $267,970 $0 $18,564
Kristin Umland (Vice President, Director) $197,657 $0 $6,956
Robert Stansfield (Treasurer) $154,930 $0 $6,507
Trisha Thomas (Vice President) $152,343 $0 $13,943
Brendan Shean (Software Enginner) $128,281 $0 $7,256
Eric Connally (Software Enginner) $103,882 $0 $4,111
Shelly Jurmain (Interim Cfo And Controller) $100,416 $0 $3,972
Karl Nelson (Vice President, Coo And Cto) $78,830 $0 $4,936
Kristen Welch (Cfo And Vice President) $29,235 $0 $2,334
Don Shalvey (Director) $0 $0 $0
Barbara Chow (Director) $0 $0 $0
Cynthia Nava (Director) $0 $0 $0
Jean Foster (Director) $0 $0 $0
Heather Hill (Director) $0 $0 $0
Gregg Levin (Director) $0 $0 $0
Ellen Whitesides (Director) $0 $0 $0
Linda Plattner (Director) $0 $0 $0
George Zettler (Treasurer/Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on April 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,737,485
Expenses
$4,230,528
Net Income
$506,957
Net Assets
$1,684,623
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,068,443
85.9%
Program Services $657,297
13.9%
Investment Income $754
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $10,991
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $970,018
22.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,476,262
34.9%
Assets/Debt
Total Assets $1,940,885
Total Liabilities $256,262
Net Assets $1,684,623
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (President & Ceo) $275,000 $0 $11,000
Kristin Umland (Vice President) $186,333 $0 $6,453
Robert Stansfield (Treasurer/Cfo & Coo) $162,000 $0 $6,480
Lisa O'masta (Ceo) $132,475 $0 $3,533
Ellen E Whitesides (Vice President) $93,362 $0 $3,311
Linda Plattner (Secretary) $28,538 $0 $0
Shelly Jurmain (Interim Cfo) $23,750 $0 $713
Trisha Thomas (Vice President) $21,317 $0 $0
Don Shalvey (Director) $0 $0 $0
George Zettler (Director) $0 $0 $0
Jean Foster (Director) $0 $0 $0
Heather Hill (Director) $0 $0 $0
Gregg Levin (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 10, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,963,812
Expenses
$2,312,430
Net Income
$651,382
Net Assets
$1,177,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,715,240
57.9%
Program Services $1,236,699
41.7%
Investment Income $513
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $11,360
0.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $794,126
34.3%
Professional Fundraising Fees $0
Other Salaries and Wages $419,368
18.1%
Assets/Debt
Total Assets $1,708,481
Total Liabilities $530,815
Net Assets $1,177,666
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (President & Ceo) $318,750 $0 $2,750
Robert Stansfield (Cfo And Coo) $189,250 $0 $1,620
Kristin Umland (Vice President) $158,500 $0 $1,340
Ellen Whitesides (Vice President) $122,500 $0 $1,060
Linda Plattner (Executive Dir.) $98,250 $0 $530
Don Shalvey (Director) $0 $0 $0
George Zettler (Director) $0 $0 $0
+ View more people

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990
Filed on Feb. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,847,515
Expenses
$2,235,602
Net Income
-$388,087
Net Assets
$526,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,000
4.1%
Program Services $1,740,223
94.2%
Investment Income $526
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $31,766
1.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $833,250
37.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $806,508
Total Liabilities $280,224
Net Assets $526,284
Compensation
Key Employees and Officers Compensation Related Other
William Mccallum (President & Ceo) $150,000 $0 $0
Robert Stansfield (Cfo And Coo) $97,313 $0 $0
Linda Plattner (Executive Dir.) $60,000 $0 $0
Kristin Umland (Vice President) $43,750 $0 $0
Ellen Whitesides (Vice President) $24,000 $0 $0
Don Shalvey (Director) $0 $0 $0
+ View more people

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990
Filed on April 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$451,198
Expenses
$198,549
Net Income
$252,649
Net Assets
$252,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,025
35.5%
Program Services $291,173
64.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $261,777
Total Liabilities $9,128
Net Assets $252,649

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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