Totals
- Total revenue
- $4,441,064
- Total expenses
- $4,491,650
- Contributions and grants received
- $4,320,401
- Grants paid
- $488,789
- Program service revenue
- $120,658
- Investment income
- $5
- Other revenue
- $0
- Total assets, end of year
- $698,386
- Total liabilities, end of year
- $538,628
- Net assets or fund balances, end of year
- $159,758
- Program services expenses (Part IX)
- $4,009,187
- Management and general expenses
- $357,277
- Fundraising expenses
- $125,186
- Program service expenses (Part III)
- $4,009,187
Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$4,315,007
-
1f · All other contributions, gifts and grants
$5,394
-
2a · Program service revenue: PROGRAM SERVICE FEES
total $108,158 · related or exempt $108,158
-
2b · Program service revenue: EDUCATIONAL PRODUCT/SERVICE SALES
total $12,500 · related or exempt $12,500
-
3 · Investment income
total $5 · excluded $5
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $488,789 · program services $488,789
-
5 · Compensation of officers, directors and key employees
total $609,633 · program services $496,973 · management and general $77,163 · fundraising $35,497
-
7 · Other salaries and wages
total $2,128,328 · program services $1,903,181 · management and general $157,908 · fundraising $67,239
-
8 · Pension plan contributions
total $77,146 · program services $67,012 · management and general $7,669 · fundraising $2,465
-
9 · Other employee benefits
total $174,097 · program services $148,919 · management and general $17,161 · fundraising $8,017
-
10 · Payroll taxes
total $205,315 · program services $175,870 · management and general $21,454 · fundraising $7,991
-
11c · Fees: accounting
total $60,300 · management and general $60,300
-
11g · Fees: other
total $477,177 · program services $468,116 · management and general $6,657 · fundraising $2,404
-
12 · Advertising and promotion
total $358 · program services $322 · management and general $25 · fundraising $11
-
13 · Office expenses
total $14,543 · program services $13,897 · management and general $443 · fundraising $203
-
14 · Information technology
total $159,424 · program services $159,377 · management and general $32 · fundraising $15
-
17 · Travel
total $5,469 · program services $5,421 · management and general $33 · fundraising $15
-
23 · Insurance
total $5,143 · program services $3,127 · management and general $1,904 · fundraising $112
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $73,991 · program services $68,974 · management and general $3,817 · fundraising $1,200
-
24b · Other expenses: PROF. DEVELOPMENT
total $8,838 · program services $8,838
-
24c · Other expenses: FILING FEES
total $1,851 · management and general $1,851
-
24d · Other expenses: BANK CHARGES
total $439 · management and general $439
-
24e · All other expenses
total $809 · program services $371 · management and general $421 · fundraising $17
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $335,824 · end of year $101,111
-
2 · Savings and temporary cash investments
beginning of year $6,599 · end of year $206,604
-
4 · Accounts receivable
beginning of year $437,522 · end of year $373,660
-
9 · Prepaid expenses and deferred charges
beginning of year $41,830 · end of year $17,011
-
10a · Land, buildings and equipment: cost or other basis
$6,180
-
10b · Land, buildings and equipment: accumulated depreciation
$6,180
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $310,667 · end of year $317,784
-
19 · Deferred revenue
beginning of year $300,764 · end of year $220,844
-
27 · Net assets without donor restrictions
beginning of year $210,344 · end of year $159,758
Mission and programs · 2023
Mission
OUR MISSION IS TO IMPACT ADVANCEMENTS IN MATH INSTRUCTION TO MAKE TEACHING AND LEARNING MORE EVIDENCE-BASED AND ALIGNED TO THE DIVERSE NEEDS OF STUDENTS. WE BELIEVE IN FREE, HIGH-QUALITY LEARNING RESOURCES.
Activities or mission (Part I)
IMPROVE STUDENT MATH LEARNING THROUGH EVIDENCE-BASED, TEACHER PACED ONLINE TECHNOLOGY
-
CREATING A PRODUCT AND PROGRAMMING TO SUPPORT TEACHERS IN ASSIGNING INDEPENDENT PRACTICE ONLINE. THE PROGRAM ALLOWS TEACHERS TO FIND UPLOADED PROBLEMS TO ASSIGN TO THEIR STUDENTS, SELECT THOSE ITEMS, AND THEN DELIVER TO THE STUDENTS ONLINE. THE STUDENTS ARE ABLE TO RECEIVE IMMEDIATE FEEDBACK AND GET MULTIPLE ATTEMPTS TO GET THE PROBLEM RIGHT. THE TEACHER RECEIVES A REPORT THAT THEY USE TO ADJUST THEIR INSTRUCTION.
Expenses $4,009,187 · Grants $488,789 · Revenue $120,658
As filed on the 2023 return.
Listed in Part VII
-
Thomas B BoltonTHOMAS B BOLTON
VP OF PRODUCT
- Total calculated
- $249,786
- From this org
- $215,597
- From related orgs
- $0
- Other
- $34,189
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,597
- Bonus
- $0
- Other
- $0
- Deferred
- $8,698
- Nontaxable benefits
- $25,491
- Filer's total
- $249,786
-
Britt NeuhausBRITT NEUHAUS
VP OF PROGRAMS & PARTNERSHIPS
- Total calculated
- $176,037
- From this org
- $169,204
- From related orgs
- $0
- Other
- $6,833
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,204
- Bonus
- $0
- Other
- $0
- Deferred
- $6,769
- Nontaxable benefits
- $64
- Filer's total
- $176,037
-
Cristina HeffernanCRISTINA HEFFERNAN
EXECUTIVE DIRECTOR
- Total calculated
- $169,801
- From this org
- $160,602
- From related orgs
- $0
- Other
- $9,199
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,602
- Bonus
- $0
- Other
- $0
- Deferred
- $6,332
- Nontaxable benefits
- $2,867
- Filer's total
- $169,801
-
Ryan EmberlingRYAN EMBERLING
DIRECTOR OF ENGINEERING
- Total calculated
- $145,764
- From this org
- $140,158
- From related orgs
- $0
- Other
- $5,606
- Hours/week
- 40
-
Janet PintoJANET PINTO
VP OF GROWTH AND IMPACT
- Total calculated
- $143,473
- From this org
- $129,261
- From related orgs
- $0
- Other
- $14,212
- Hours/week
- 40
-
Kayla ShippeeKAYLA SHIPPEE
DIRECTOR OF FINANCE & OPERATIONS
- Total calculated
- $112,291
- From this org
- $107,972
- From related orgs
- $0
- Other
- $4,319
- Hours/week
- 40
-
Keith StoryKEITH STORY
DIRECTOR OF PARTNER SUCCESS
- Total calculated
- $119,429
- From this org
- $106,428
- From related orgs
- $0
- Other
- $13,001
- Hours/week
- 40
-
Cindy StarksCINDY STARKS
PRODUCT OWNER
- Total calculated
- $108,870
- From this org
- $104,683
- From related orgs
- $0
- Other
- $4,187
- Hours/week
- 40
-
Neil HeffernanNEIL HEFFERNAN
PRESIDENT AND CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 13
-
Kevin QazilbashKEVIN QAZILBASH
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Brian MurphyBRIAN MURPHY
SECRETARY TO MARCH 2024
- Total calculated
- $0
- Hours/week
- 2
-
Adam KalaiADAM KALAI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bogdan VernescuBOGDAN VERNESCU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Geraldine ZangGERALDINE ZANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$232,972
PROGRAM FOR SCALING ASSISTMENTS FOR ALGEBRA READINESS WITH CURRICULUM-BASED PROFESSIONAL LEARNING AND COACHING
-
NORTH CAROLINA STATE UNIVERSITY
$176,815
RECOVERING FROM COVID-LEARNING-LOSS WITH A PLATFORM TO SUPPORT HUMAN TUTORING
-
WORCESTER POLYTECHNIC INSTITUTE
$79,002
RECOVERING FROM COVID-LEARNING-LOSS WITH A PLATFORM TO SUPPORT HUMAN TUTORING
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WORCESTER POLYTECHNIC INSTITUTE
501(C)(3) · INSTITUTE OF HIGHER LEARNING · MA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349306811
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