irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $3.35MCLASSROOM MATERIALS DEVELOPMENT:IM CONTINUED DEVELOPMENT OF K-5 CURRICULUM AND PROFESSIONAL LEARNING (6 GRADE LEVELS) THAT WAS PILOTED IN 45 SCHOOLS/DISTRICTS DURING SCHOOL YEAR 2019-2020 WITH FULL CC (CREATIVE COMMONS) BY 4.0 RELEASE IN ENGLISH AND MOST IN SPANISH IN JULY 2021. DURING THE CALENDAR YEAR 2021, OVER 640,000 STUDENTS HAD ACCESS TO AN IM CERTIFIED PRINT OR PREMIUM DIGITAL VERSION OF THE K-12 CURRICULUM, AND WE ESTIMATE THAT OVER 260,000 STUDENTS HAVE ACCESS TO THE FREE IM CERTIFIED VERSION OF THE MATERIALS BASED ON WEBSITE TRAFFIC.
named programs · 3 · from sources
what they call their work
Equitable Math Practices
Focuses on providing access to high-quality math instruction for all students, emphasizing student voice and engagement.
IM Certified® Professional Learning
Professional development program led by IM Certified Facilitators to support teachers in implementing IM K–12 Math curriculum effectively
IM K–12 Math Curriculum
Comprehensive, problem-based mathematics curriculum designed to foster deep understanding, equity, and engagement for all students
activities · 12
what they do
direct service · 3
- Develop and Provide K-12 Math CurriculaDevelops and provides free, open-access K-12 mathematics curricula, including IM K-12 Math and IM v.360, which are research-driven, problem-based, and aligned to college and career-ready standards. These curricula are available through hosting platforms and include digital tools, assessments, and classroom-ready print books.
- Develop and publish open educational resource (OER) K–12 mathematics curriculaAuthors, reviews, and publishes research-driven, problem-based K–12 math curricula aligned to college and career-ready standards, including IM® K–12 Math and IM® v.360, both available as open educational resources under CC licenses. These curricula have earned perfect scores from EdReports and are used by millions of students nationwide.
- Provide free digital and print access to IM curriculaOffers free access to IM® K–12 Math and IM® v.360 curricula through digital platforms like AccessIM.org and CA.AccessIM.org, including customizable digital lessons, interactive tools, assessments, and print books designed for classroom usability.
research · 4
- Conduct Research and Evaluation of Math Education Educational Program Evaluation & ResearchAuthors and reviews IM Certified curricula to ensure rigor and coherence, conducts ongoing research collaborations, and publishes case studies to evaluate and improve mathematics education practices. This includes studies on curriculum impact and collaborations with independent researchers.
- Conduct Research and Evaluation of Math Education Educational Program Evaluation & ResearchConducts ongoing research collaborations, authors and reviews curricula, and publishes case studies to evaluate and improve mathematics education practices. This includes studies on the impact of IM Math's instructional model and collaborations with independent researchers.
- Conduct Research and Evaluation of Math Education Educational Program Evaluation & ResearchAuthors and reviews IM Certified curricula to ensure rigor and coherence, conducts ongoing research collaborations, and publishes case studies to evaluate and improve mathematics education practices. This includes studies on curriculum impact and student achievement gains.
- Conduct research and evaluation on curriculum and instructional impact Educational Program Evaluation & ResearchEngages in ongoing research collaborations, publishes case studies, and partners with independent researchers to evaluate the effectiveness of IM curricula and professional learning programs, including studies showing significant student math gains and impacts on teaching practices.
capacity building · 5
- Deliver IM Certified Professional Learning programs Educator Professional Development ProgramsProvides high-quality, facilitator-led professional learning to educators to support effective implementation of IM Certified curricula, including in-person and virtual events, with over 31,000 educators served across 39 states and consistently high participant satisfaction ratings.
- Offer immersive professional learning experiences through IM MathLab Educator Professional Development ProgramsRuns IM MathLab, a professional learning program where educators observe problem-based instruction and student thinking in real classrooms, with sessions conducted in locations such as Las Cruces, NM, and Syracuse, NY, in 2024.
- Provide Professional Learning for Educators Educator Professional Development ProgramsOffers IM Certified Professional Learning programs and IM MathLab experiences directly to educators, led by expert facilitators, to support effective implementation of IM Certified curricula. These programs have been delivered in 39 U.S. states to over 31,000 educators through 1,569 events.
- Provide Professional Learning for Educators Educator Professional Development ProgramsOffers IM Certified Professional Learning programs and IM MathLab experiences directly to educators, led by expert facilitators, to support effective implementation of IM Certified curricula. These programs have reached over 31,000 educators through 1,569 events in 39 U.S. states.
- Support state and local curriculum initiatives through partnershipsCollaborates with state and local education agencies and public media partners—such as Louisiana Public Broadcasting and PBS—to adapt IM lessons for broader dissemination, including video lesson series and participation in grant-funded improvement networks like the Better Math Teaching Network.
strategies · 22
how they think
Theories of action extracted from this org's own source material. Click any approach shared with other orgs to see the full field.
- Coherent and Rigorous Curriculum Design rigorous_curriculum_design unique to this orgCurricula are designed to be rigorous, coherent, and structured, ensuring units build conceptual connections and support retention through progressive knowledge development. This design supports effective mathematics instruction and can be compacted into shorter timeframes without skipping material to maintain foundational understanding in accelerated learning.
- Coherent, Rigorous Curriculum Design and Sequencing rigorous_curriculum_design unique to this orgBuilds mathematics understanding through a coherent, vertically aligned curriculum sequence that emphasizes conceptual connections, cumulative review, and rigorous, structured design to support retention and deep learning without compromising foundational knowledge.
- Curriculum-Based, Facilitator-Led Professional Learning curriculum-based_professional_learning unique to this orgProvides high-quality, research-informed professional learning led by rigorously trained facilitators, aligned to the IM Math curriculum and standards, with immediate classroom application and a focus on sustained educator growth through experiential, interactive models.
- Developmentally Appropriate and Play-Based Learning for Young Learners developmentally_appropriate_practice unique to this orgUses playful, relevant, and collaborative approaches, including inquiry play and structured play, to build long-term mathematical confidence and support mathematical thinking and collaboration in young learners. This approach also integrates art-inspired activities and community-focused experiences to teach math through creativity.
- Developmentally Appropriate and Play-Based Learning for Young Learners developmentally_appropriate_practice unique to this orgFor young learners, a playful, relevant, and collaborative approach is used, combining inquiry play and structured play to support mathematical thinking, collaboration, and build long-term mathematical confidence. This also includes integrating art-inspired activities and community-focused experiences.
- Equity-Centered Curriculum Design and Instruction equity_centered_math_education unique to this orgCurricula are designed with an equity-centered approach to provide equitable access and engagement for all students, including English learners, diverse learners, and historically underrepresented groups. This involves elevating student voice, ensuring access to high-quality, grade-level instruction, and helping all students see themselves as capable mathematicians.
- Equity-Centered Curriculum Design and Instruction equity_centered_design unique to this orgCurricula are designed to provide equitable access and engagement for all students, including English learners, diverse learners, and historically underrepresented groups, by focusing on educational equity and student identity to help all students see themselves as capable mathematicians. This includes elevating student voice and ensuring access to high-quality, grade-level instruction.
- Equity-Centered Curriculum Design and Instruction equity_centered_math_education unique to this orgCurricula are designed to provide equitable access and engagement for all students, including English learners, diverse learners, and historically underrepresented groups, by focusing on educational equity and student identity to help all students see themselves as capable mathematicians. This involves elevating student voice and ensuring access to high-quality, grade-level instruction.
- Equity-Centered Curriculum and Instruction equity-centered_math_education unique to this orgDesigns curriculum and instructional practices to ensure equitable access and engagement for all students, particularly English learners and historically underrepresented groups, by elevating student voice, fostering positive mathematical identity, and providing on-grade-level rigor for every learner.
- Facilitator-Led Professional Learning expert_led_professional_learning unique to this orgProfessional learning is delivered by rigorously trained facilitators who lead instructional shifts, promote meaningful mathematical discourse, and support educators in implementing IM Certified curricula. This approach emphasizes a professional learning mindset, offering sustained, integrated growth opportunities that are curriculum-based, research-informed, and tailored to the specific features of the IM Math curriculum.
- Facilitator-Led, Curriculum-Based Professional Learning facilitator_led_professional_learning unique to this orgProvides high-quality, rigorously trained facilitators to lead curriculum-based, research-informed professional learning that is aligned to standards and tailored to the specific features of the IM Math curriculum. This professional learning is designed to be sustainable, scalable, and interactive, meeting educators at their current level to build skills progressively with immediate classroom application, fostering a professional learning mindset over traditional professional development.
- Facilitator-Led, Sustainable Professional Learning expert_led_professional_learning unique to this orgProfessional learning is delivered by rigorously trained facilitators, is curriculum-based, research-informed, and aligned to standards. It is designed to be sustainable and scalable, meeting educators at their current level, building skills progressively with immediate classroom application, and fostering a professional learning mindset for sustained growth.
- Inquiry-Based and Discussion-Based Learning inquiry_based_learning unique to this orgA student-centered, inquiry-based approach is used to develop deep mathematical understanding, critical thinking, and problem-solving skills. This is fostered through tasks, lesson plans, and professional learning designed to promote engaging mathematical discussion and active student engagement.
- Inquiry-Based and Discussion-Based Learning inquiry_based_learning unique to this orgEmploys a student-centered, inquiry-based approach to develop deep mathematical understanding, critical thinking, and problem-solving skills. This is supported by designing math curricula to promote engaging mathematical discussion through tasks, lesson plans, and professional learning, encouraging active student engagement.
- Inquiry-Based and Discussion-Driven Learning inquiry_based_learning unique to this orgA student-centered, inquiry-based approach is used to develop deep mathematical understanding, critical thinking, and problem-solving skills. This is fostered through tasks, lesson plans, and professional learning designed to promote engaging mathematical discussion.
- Inquiry-Based and Student-Centered Learning inquiry_based_learning unique to this orgEmploys a student-centered, inquiry-driven approach that fosters deep mathematical understanding, critical thinking, and problem-solving through active exploration, playful learning in early grades, and integration of creativity and real-world contexts.
- Open Educational Resources with Trademark Protection open_education_with_trademark_protection unique to this orgEnables broad access to high-quality curriculum materials through open licensing while protecting brand integrity and quality control via trademark restrictions and required consent for use of the IM name and logo.
- Problem-Based Learning problem_based_learning unique to this orgStudents learn mathematics best through active engagement in reasoning, problem-solving, and collaboration, which is supported by a problem-based approach that emphasizes productive struggle, mathematical discourse, and conceptual understanding grounded in educational research. This approach integrates real-world contexts and uses the 5 practices framework with embedded supports for diverse learners.
- Problem-Based Learning with Productive Struggle problem-based_learning unique to this orgStudents learn mathematics best through active engagement in reasoning, problem solving, and collaboration, with curricula designed to promote conceptual understanding via productive struggle and mathematical discourse, grounded in research and structured around the 5 Practices framework.
- Rigorous and Coherent Curriculum Design rigorous_curriculum_design unique to this orgCurricula maintain a rigorous, coherent, and structured design, developed by IM authors, to support effective mathematics instruction. Units are sequenced to build conceptual connections and support retention through progressive knowledge development, with options for compacting content without skipping material for accelerated learning.
- Rigorous and Coherent Curriculum Design rigorous_curriculum_design unique to this orgCurricula maintain a rigorous, coherent, and structured design, developed by IM authors, to support effective mathematics instruction. Units are sequenced to build conceptual connections and support retention through progressive knowledge development, with options for compacting content without sacrificing foundational understanding.
- Sustainable and Technology-Enhanced Implementation Ecosystem technology-integrated curriculum delivery unique to this orgSupports scalable, sustainable adoption of IM curricula through integrated technology platforms that enable customization, implementation tracking, and measurement of impact, combined with a long-term professional learning mindset and community-building strategies.
financials · form 990 · fy2021
the money
revenue
Total revenue$11.73M
Contributions & grants$1.13M10%
Program service revenue$10.60M90%
Investment income$4380%
Other revenue$0
expenses
Total expenses$9.88M
Program expenses82%
Admin / overhead18%
Fundraising1%
Salaries & benefits$6.18M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$5.80M
Cash$4.91M
Investments$0
Liabilities$1.26M
Net assets$4.54M
Liquid reserves6.0 mo
2 years on record · 2020–2021 · YoY revenue +15.3%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 11
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| WILLIAM MCCALLUM | CEO | 40 | $348K |
| KRISTIN UMLAND | PRESIDENT | 40 | $287K |
| KRISTEN WELCH | CFO, VP ENTERPRISE MANAGEMENT | 40 | $268K |
| KARL NELSON | CIO, VP OF TECHNOLOGY & INFORMATION | 40 | $232K |
| KATHERINE NOWAK | VICE PRESIDENT, PRODUCT STRATEGY | 40 | $180K |
| OLIVIA RUSSELL | VICE PRESIDENT, PROGRAM MANAGEMENT | 40 | $180K |
| DYLAN DECHANT | DIRECTOR OF ENGINEERING | 40 | $159K |
| ERIC CONNALLY | SOFTWARE ENGINNER | 40 | $153K |
| WINDY HAMILTON | SENIOR DIRECTOR OF BUS. ANALYTICS | 40 | $153K |
| TAMARA RICHARDS | CONTROLLER | 40 | $149K |
| MAX RAY-RIEK | SENIOR DIRECTOR OF K-12 PROF. LEARNING | 40 | $145K |
board members · 10
- BARBARA CHOW — DIRECTOR
- CYNTHIA NAVA — DIRECTOR
- DENISE WALSTON — DIRECTOR
- DOMINICK SEKICH — DIRECTOR
- GEORGE ZETTLER — TREASURER/SECRETARY
- GREGG LEVIN — DIRECTOR
- HEATHER HILL — DIRECTOR
- LISA CARMONA — DIRECTOR
- MICHAEL CASSERLY — DIRECTOR
- PAUL PALMER JR — DIRECTOR
relationships · 33
who they work with
- AccessIM Partner — Hosts the IM® v.360 curriculum for free access by schools and districts.
- AccessIM.org Network — Platform for accessing IM's free K–12 math curriculum.
- Bill & Melinda Gates Foundation Funder — Philanthropic supporter of Illustrative Mathematics.
- CREC Partner — IM Certified professional learning partner
- Carnegie Corporation of New York Funder — Philanthropic supporter of Illustrative Mathematics.
- CenterPoint Education Partner — Provides interim assessments aligned with IM 6–8 Math v.III
- Chan Zuckerberg Initiative Funder — Philanthropic supporter of Illustrative Mathematics.
- Heising-Simons Foundation Funder — Philanthropic supporter of Illustrative Mathematics.
- IM Certified curriculum distribution partners Partner — Organizations that distribute IM Certified curricula in digital and print formats, with enhancements vetted by IM authors.
- IM Certified supplemental and professional learning partners Partner — Organizations that provide supplemental materials and professional learning services to support implementation of IM Certified curricula.
- IM Certified® Curriculum Distribution Partners Partner — Distributes printed and digital versions of IM TK Math curriculum.
- Imagine Learning Partner — IM Certified curriculum and professional learning partner
- Imagine Learning Partner — IM Certified partner that delivered IM K–5 Math curriculum in Greeley-Evans School District 6
- Imagine Learning Partner — Parent organization of Imagine IM, which offers the comprehensive IM v.360 curriculum with enhanced resources including print and digital materials.
- Imagine Learning, LLC Partner — Distributes Imagine IM California, a version of California IM v.360 for grades K–6, 6–8, Algebra 1, and Integrated Math 1.
- Kendall Hunt Partner — Hosts the IM® K-12 Math curriculum for free access by schools and districts.
- Kendall Hunt Partner — IM Certified Partner and print provider of the upgraded IM® v.360 curriculum, offering the pure, untouched print version aligned with IM’s free digital version.
- Kendall Hunt Partner — IM Certified curriculum and professional learning partner
- Kendall Hunt Publishing Company Partner — Distributes IMKH California, a version of California IM v.360 for grades K–5, 6–8, Algebra 1, and Integrated Math 1.
- Kiddom Partner — Distributes Kiddom IM v.360 California, a version of California IM v.360 for grades K–5, 6–8, and Algebra 1.
- Kiddom Partner — IM Certified curriculum and professional learning partner
- Kiddom Partner — Technology partner that powers IM v.360, enabling educators to customize, implement, and measure the impact of the curriculum through a digital platform.
- Los Angeles Unified School District Partner — Implemented IM Math curriculum, resulting in accelerated math achievement gains.
- Louisiana Public Broadcasting Partner — Partnered with Illustrative Mathematics facilitators on a video learning series during the pandemic.
- MMSLN Partner — IM Certified professional learning partner
- Mathematics Institute of Wisconsin Partner — IM Certified professional learning partner
- Open Up Resources Partner — Collaborated with Illustrative Mathematics to publish a full-course OER middle school math curriculum.
- PBS Partner — Partnered with Illustrative Mathematics facilitators on a video learning series during the pandemic.
- Rivet Education Partner — Illustrative Mathematics is a certified provider in Rivet Education’s Professional Learning Partner Guide, meeting standards for content expertise, professional learning design, and data use.
- School Kit Group Partner — Collaborated with Illustrative Mathematics facilitators to adapt eighth-grade lessons for a video learning series.
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