ILLUSTRATIVE MATHEMATICS (EIN 463513958) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

WILLIAM MCCALLUM

Phone

2408939876

Tax Period

2023-01-01 to 2023-12-31

ILLUSTRATIVE MATHEMATICS, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $16.9M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $500,074

Program Service Revenue $16,031,846

Investment Income $152,910

Other Revenue $197,880

TOTAL REVENUE $16,882,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,871,178

Fundraising Expenses $203,788

Program Expenses $15,295,365

Other Expenses $7,404,649

TOTAL EXPENSES $18,275,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,882,710	$21,282,852	-0.2%
Expenses	$18,275,827	$14,020,395	+0.3%
Net Income	$-1,393,117	$7,262,457	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,366,482

Total Directors

Key Employees

$843,038

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE ZETTLER	TREASURER/SECRETARY	0.50	Officer Director	$0	$0	$0
BARBARA CHOW	DIRECTOR	0.50	Director	$0	$0	$0
LISA CARMONA	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER HILL	DIRECTOR	0.50	Director	$0	$0	$0
DENISE WALSTON	DIRECTOR	0.50	Director	$0	$0	$0
DOMINICK SEKICH	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL CASSERLY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL PALMER JR	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM MCCALLUM	CEO	40.00	Officer	$363,750	$33,018	$396,768
KRISTIN UMLAND	PRESIDENT	40.00	Officer	$309,435	$36,818	$346,253
KRISTEN WELCH	CFO	40.00	Officer	$280,123	$28,715	$308,838
KARL NELSON - CIO VP OF	TECHNOLOGY AND INFO. (THRU NOV.)	40.00	Officer	$284,381	$30,242	$314,623
GAIL HARTMAN - SR VP	PRODUCT STRATEGY AND DEVELOPMENT	40.00	Key Emp	$210,408	$18,790	$229,198
ELIZABETH RAMIREZ - VP OF	IMPLEMENTATION PROGRAMS	40.00	Key Emp	$176,287	$16,116	$192,403
CAMELIA VALENTINE BRAXTON	VP HUMAN RESOURCES AND TALENT MGT	40.00	Key Emp	$175,804	$36,925	$212,729
BRANDI TYLER	VP OF MARKETING	40.00	Key Emp	$192,393	$16,315	$208,708
ERIC CONNALLY	SOFTWARE ENGINEER	40.00	Highest	$170,157	$6,300	$176,457
DYLAN DECHANT	SR DIRECTOR OF ENGINEERING	40.00	Highest	$179,993	$32,488	$212,481
TAMARA RICHARDS	CONTROLLER	40.00	Highest	$167,490	$28,019	$195,509
DIONNE AMINATA - SR DIRECTOR	STRATEGIC INTIATIVES (THRU SEPT.)	40.00	Highest	$220,332	$11,257	$231,589
LEAH NIU - SR SPECIALIST	SALESFORCE ARCHITECT	40.00	Highest	$163,267	$31,743	$195,010

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$16,882,710	$18,275,827	$12,653,315	$-1,393,117
2022	$21,282,852	$14,020,395	$13,760,014	$7,262,457
2021	$11,729,780	$9,884,336	$5,801,016	$1,845,444
2020	$10,171,672	$9,489,259	$3,352,998	$682,413
2019	$8,346,929	$9,092,924	$2,353,593	$-745,995
2018	$6,212,428	$5,714,879	$3,132,397	$497,549

ILLUSTRATIVE MATHEMATICS