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Nonprofit · EIN 46-3513958

ILLUSTRATIVE MATHEMATICS

Tax-exempt · ORO VALLEY, AZ 85737

Financials

$16.9M$18.3M2023$18.8M$20.6M2024
Revenue Expenses · by fiscal year end
Financials of ILLUSTRATIVE MATHEMATICS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$18,776,208$20,557,940-$1,781,732$11,662,373$3,037,973$8,624,400
December 31, 2023990$16,882,710$18,275,827-$1,393,117$12,653,315$2,247,183$10,406,132
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,040,010
Program service revenue
$14,303,224
Investment income
$358,574
Net income from sales of inventory
$74,400
Other revenue
$74,400

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$2,283,827
Other salaries and wages
$9,529,556
Salaries, compensation and benefits (total)
$13,842,734
Professional fundraising fees
$0
Legal fees
$22,061
Accounting fees
$36,537
Travel
$965,138
Program services (functional)
$17,089,709
Management and general (functional)
$3,255,884
Fundraising (functional)
$212,347

Balance sheet and other

Total assets, start of year
$12,653,315
Total assets, end of year
$11,662,373
Total liabilities, end of year
$3,037,973
Net assets, end of year
$8,624,400
Net assets without donor restrictions
$6,741,305
Net assets with donor restrictions
$1,883,095
Gross receipts
$18,776,208
Employees
107
Volunteers
7
Year formed
2013
State of legal domicile
AZ

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
WILLIAM MCCALLUMCEO
Officer
40$378,329$31,845
KRISTIN UMLANDPRESIDENT
Officer
40$318,459$39,791
KRISTEN WELCHCFO
Officer
40$290,557$28,561
DYLAN DECHANT- VP OFENGINEERING AND INNOVATION
Key employee
40$234,459$34,516
GAIL HARTMAN - SR VPPRODUCT DEVELOPMENT
Key employee
40$244,957$19,373
BRANDI TYLER- VP OFBRAND AND COMMUNICATIONS
Key employee
40$193,391$37,199
LATOYA BYRD- VP OFCLIENT AND PARTNER SUCCESS
Key employee
40$185,594$33,033
ELIZABETH RAMIREZ - VP OFIMPLEMENTATION PROGRAMS
Key employee
40$197,891$15,873
AURORA ZIOBROWSKIDIRECTOR OF ENGINEERING
Highest-paid employee
40$191,006$15,827
TAMARA RICHARDS- ASSOCIATE VPBUSINESS SOLUTIONS ADMINSTRATION
Highest-paid employee
40$178,150$26,304
WINDY HAMILTON- SENIOR DIRECTORREVENUE OPERATIONS AND REPORTING
Highest-paid employee
40$171,890$27,837
ERIC CONNALLYPRINCIPAL SOFTWARE ENGINEER
Highest-paid employee
40$175,408$6,489
ALEJANDRA ALVARADO - SENIOR DIRECTOPRODUCT STRATEGY
Highest-paid employee
40$168,333$7,650
GEORGE ZETTLERTREASURER/SECRETARY
Trustee or director, Officer
0.5$0$0
BARBARA CHOWDIRECTOR
Trustee or director
0.5$0$0
5 more people on this return
NameTitleHours / weekCompensation
LISA CARMONADIRECTOR
Trustee or director
0.5$0
HEATHER HILLDIRECTOR
Trustee or director
0.5$0
DENISE WALSTONDIRECTOR
Trustee or director
0.5$0
RHETT DORNBACK-BENDERDIRECTOR
Trustee or director
0.5$0
SARA ALLENDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
WILLIAM MCCALLUMCEO
Officer
40$363,750$33,018
KRISTIN UMLANDPRESIDENT
Officer
40$309,435$36,818
KARL NELSON - CIO VP OFTECHNOLOGY AND INFO. (THRU NOV.)
Officer
40$284,381$30,242
KRISTEN WELCHCFO
Officer
40$280,123$28,715
DIONNE AMINATA - SR DIRECTORSTRATEGIC INTIATIVES (THRU SEPT.)
Highest-paid employee
40$220,332$11,257
GAIL HARTMAN - SR VPPRODUCT STRATEGY AND DEVELOPMENT
Key employee
40$210,408$18,790
CAMELIA VALENTINE BRAXTONVP HUMAN RESOURCES AND TALENT MGT
Key employee
40$175,804$36,925
DYLAN DECHANTSR DIRECTOR OF ENGINEERING
Highest-paid employee
40$179,993$32,488
BRANDI TYLERVP OF MARKETING
Key employee
40$192,393$16,315
TAMARA RICHARDSCONTROLLER
Highest-paid employee
40$167,490$28,019
LEAH NIU - SR SPECIALISTSALESFORCE ARCHITECT
Highest-paid employee
40$163,267$31,743
ELIZABETH RAMIREZ - VP OFIMPLEMENTATION PROGRAMS
Key employee
40$176,287$16,116
ERIC CONNALLYSOFTWARE ENGINEER
Highest-paid employee
40$170,157$6,300
GEORGE ZETTLERTREASURER/SECRETARY
Trustee or director, Officer
0.5$0$0
BARBARA CHOWDIRECTOR
Trustee or director
0.5$0$0
LISA CARMONADIRECTOR
Trustee or director
0.5$0$0
HEATHER HILLDIRECTOR
Trustee or director
0.5$0$0
DENISE WALSTONDIRECTOR
Trustee or director
0.5$0$0
DOMINICK SEKICHDIRECTOR
Trustee or director
0.5$0$0
MICHAEL CASSERLYDIRECTOR
Trustee or director
0.5$0$0
PAUL PALMER JRDIRECTOR
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
11900 N LA CANADA DR UNIT 69822, ORO VALLEY, AZ 85737-4074
In care of
% WILLIAM MCCALLUM
Principal officer (990 for 2024)
KRISTIN UMLAND, PO BOX 69822, ORO VALLEY, AZ 857370022
Signed the 990
KRISTEN WELCH, CFO
Phone
(240) 893-9876
Return prepared by
EIDE BAILLY LLP

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $10,604,645 · revenue $6,087,647
  • 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.
    Expenses $6,485,064 · revenue $8,289,977

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
46-3513958
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B01)
Assets (IRS master file)
$11,662,373
Income (IRS master file)
$18,776,208

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$18,776,208$20,557,940$11,662,373IRS
990December 2023$16,882,710$18,275,827$12,653,315XML
990December 2022$21,282,852$14,020,395$13,760,014IRS
990December 2021–––IRS
990December 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3513958).

Questions about ILLUSTRATIVE MATHEMATICS

What is the EIN of ILLUSTRATIVE MATHEMATICS?
The employer identification number (EIN) of ILLUSTRATIVE MATHEMATICS is 46-3513958.
Is ILLUSTRATIVE MATHEMATICS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to ILLUSTRATIVE MATHEMATICS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ILLUSTRATIVE MATHEMATICS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ILLUSTRATIVE MATHEMATICS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ILLUSTRATIVE MATHEMATICS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ILLUSTRATIVE MATHEMATICS?
The 990 for the year ended December 31, 2024 names KRISTIN UMLAND.
Who are the officers and directors of ILLUSTRATIVE MATHEMATICS?
The 990 for the year ended December 31, 2024 lists 20 people; 13 received compensation from the organization, the highest $378,329 (WILLIAM MCCALLUM, CEO).
How much revenue does ILLUSTRATIVE MATHEMATICS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $18,776,208, expenses of $20,557,940 and total assets of $11,662,373 at year end.

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