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MIND Research Institute

 111 Academy, Suite 100
 Irvine, CA 92617
[P] (949) 345-8700
[F] (866) 569-7014
[email protected]
Vanessa Ryan
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names MIND Institute (2009)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0798804 00000


Mission StatementMORE »


MIND Research Institute's mission is to ensure that all students are mathematically equipped to solve the world's most challenging problems. 

Mission Statement


MIND Research Institute's mission is to ensure that all students are mathematically equipped to solve the world's most challenging problems. 

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $29,700,000.00
Projected Revenue $30,000,000.00

ProgramsMORE »

  • ST Math
  • MathMIND Games

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement


MIND Research Institute's mission is to ensure that all students are mathematically equipped to solve the world's most challenging problems. 

Background Statement

In the early 1990s, three University of California researchers united behind a simple yet innovative idea: let's teach math the way children learn—through visuals and experiences. In 1998, they created an independent nonprofit now known as MIND Research Institute. They applied that experiential learning approach to the development of innovative, visually-based software games, leading to the creation of Spatial-Temporal (ST) Math®. ST Math is a visual instructional program that builds a deep conceptual understanding of math through rigorous learning and creative problem solving. The program deeply engages, motivates, and challenges students toward higher achievement. Through ongoing research, we continue to investigate key questions about learning, mathematics, and how the brain works. We work to create unique and effective learning environments for students and teachers, both in and out of the classroom.

Impact Statement

MIND is currently reaching over 1.2 million students and 56,000 teachers in more than 4,300 schools across the country. Headquartered in Irvine, we serve a large number of students and teachers in Orange County and the surrounding Southern California regions.  

The demand for workers in science, technology, engineering and math (STEM) fields continues to grow. Having a deep conceptual understanding of math creates the problem-solving foundation that all areas of STEM are built on. From our visual instructional ST Math program, to our ongoing research, to our community-based initiatives and partnerships, we are equipping students to be the problem solvers the future workforce--and the world--needs.

Schools using ST Math have repeatedly proven to double or triple their growth in math proficiency compared to non-ST Math schools on state assessments. In March 2018, WestEd released a study on ST Math (the largest of its kind) -- 42,000 students in 240 schools representing 78 districts across 14 states. Two outcomes were evaluated: average math scale scores and the proportion of students who were proficient or above in math. For both measures, grades that implemented ST Math with fidelity improved significantly more than similar grades that did not use the program. 

In addition, MIND's successful track record and expertise is evidenced by the various awards and recognition the organization has received pertaining to best programs and practices in our field. These include:

· June 2019 - CODIE Award - Best Overall Education Technology Solution 
· June 2019 - CODIE Award - Best Mathematics Instructional Solution for Grades PreK-8
· June 2019 - Edtech Awards Finalist for Cool Tool Math Solution

· June 2018 - CODIE Award - Best Game-Based Curriculum Solution

· 2017 - Platinum GuideStar Seal of Transparency

• November 2016 - Employees Community Fund of Boeing California's Crystal Vision Award - innovative STEAM programming

• September 2016 - Top ten finalist - Peter F. Drucker Award for Nonprofit Innovation for third consecutive year
• April 2016 - One of the 100 Most Innovative Nonprofits - 2016 Classy Awards


Needs Statement

1. General operating support is always a need of our organization to enable MIND to continue to expand the reach and scope of not only our innovative ST Math programs, but also our many other programs and activities that further our mission. It provides us the flexibility to allocate funding towards expenses that may not be covered through program grants, such as administration and management, that are critical to the day-to-day operations of the organization and implementation of these programs.

2. Program support for teacher professional development, ST Math implementation in schools, MathMINDs games, and other programs that foster students' conceptual understanding of math and promote greater academic achievement and career success.

3. Support for research and development.  As a nonprofit organization, MIND continually reinvests in its programs and services by enhancing existing programs as well as creating new ones. Through ongoing research, we investigate key questions about learning, mathematics, and how the brain works. 

4. Volunteers to assist with activities aimed at engaging students with hands-on immersion activities that will deepen their interest in math and encourage students to pursue STEM-related careers.

 5. Assistance with media outreach.

CEO Statement

ST Math differs from other educational programs in that it is:

  • Based on neuroscience research and designed to teach the way children learn math;
  • Positively impacts all students – including students that struggle with reading or English Language Learners, as well as demonstrated effectiveness across a variety of schools/districts (urban, suburban, and rural);
  • Proven to be scalable, easy to use, and integrates with conventional curriculum (no constraints on publisher or approach) in any school (no changes required to school structure) and by any teacher; and,
  • Promotes student engagement and enthusiasm along with deep conceptual understanding through creative, game-based play versus rote memorization.

Specifically, with this program we ASPIRE to:

-Advance a new generation of 21st century critical thinkers and creative problem solvers.

-Strengthen the path for youth towards STEM careers for a stronger and more diversified workforce.

-Promote cultural change to shift perceptions around math from being scary and frustrating to exciting and essential!

-Improve math performances and experiences for today's students.

-Reinforce the importance of math skills by engaging students and educators in new methods of learning and teaching.

-Empower students to become future innovators who will solve the world's most challenging problems.

Board Chair Statement

Math permeates our modern lives, so it's not an exaggeration to say that our future depends on our children understanding math and getting excited about it.
John Phelan, Chairman of the Board 

Other Ways to Donate/Volunteer

MIND Research Institute gratefully accepts checks, credit cards, and in-kind donations. We also welcome media and education partners to increase our visibility and reach within the local community. We offer volunteer opportunities related with events and other activities that complement our core programming. Please contact us if interested as we are happy to speak about and provide more in-depth information about these unique opportunities.

Geographic Area Served

Throughout the United States
Central Orange County
West Orange County
South Orange County
North Orange County
MIND Research Institute's programs are serving students in 48 states and we continue to expand our reach. In Orange County, over 115,000 students in 274 schools utilize our ST Math program. 

Organization Categories

  1. Education - Elementary & Secondary Schools
  2. Youth Development - Youth Development NEC
  3. Public & Societal Benefit -



ST Math

Currently, MIND's innovative ST Math program is reaching more than 1.2 million PreK-8th grade students and 53,000 teachers in over 3,900 schools across the country. Approximately 2/3 of our schools serve low-income students and 70% of students using ST Math are from traditionally underserved backgrounds, of which 40% are Latino. The majority of our ST Math school districts are under-performing. Our programs not only help improve math achievement but also advance and promote students to encompass a strong math foundation which will help them with the employable labor skills necessary for STEM careers.

Based on neuroscience research, MIND's innovative ST Math programs are aimed at developing deep conceptual learning for students. We utilize a uniquely visual approach that accesses the brain's innate "spatial temporal" reasoning ability through language-independent, animated representations of math concepts as visual puzzles. MIND brings a unique perspective on math, focused on deep conceptual understanding versus memorization. Self-paced and self-motivating, ST Math provides students with immediate, instructive feedback on why answers are correct or incorrect. This deepens problem-solving and reasoning skills, and results in students gaining confidence in their ability to learn and a desire to advance their mathematical/STEM knowledge.

Budget  $35,000.00
Category  Education, General/Other Educational Programs
Population Served Children and Youth (0 - 19 years) Adults At-Risk Populations
Program Short-Term Success 

Increase in student math performance/growth - average quiz score gain over all learning objectives completed of 10+ percentage points

Increase in teachers' ST Math knowledge, boost teachers' positive attitudes towards math, and build stronger curriculum connections

Enhance students' math mindset and increase math growth and performance

Increase students' problem-solving skills and foster 21st Century skills such as critical thinking, perseverance, and productive struggle  


Program Long-Term Success 


Increased math proficiency growth and deeper mathematical conceptual understanding in youth from kindergarten to middle school that leads to greater academic success (respectively) in elementary, middle and high school and beyond.

Student enhancement of skills such as problem- solving, critical thinking, perseverance, and productive struggle --making them better prepared for higher academic achievement and career success.  

Enhance teachers’ overall effectiveness and efficacy using ST Math as well as overall math teaching with a ‘learning by doing’ vs. ‘teaching by telling’ approach.



Program Success Monitored By 

Evaluation is a key component of MIND’s programs. The impact/success of ST Math is measured through the following:

•Differential Math Performance and Student Growth: Each school year, MIND collects and analyzes data from participating schools to assess our program’s effectiveness in raising student performance in mathematics.

•Educator Feedback: MIND conducts annual online surveys for teachers and principals. In addition to gauging the importance of program and service elements, this survey indicates educators’ needs in successfully implementing the program along with the impact on students’ attitudes and understanding towards math. 

Examples of Program Success 

A WestED study measured the impact of MIND’s ST Math program in 209 2nd – 5th grades (more than 19,980 students at 129 schools across California) that fully implemented the program. Grades using ST Math for 1 year exhibited 6.3% more students scoring proficient or better on the California Standards Test, compared to those at similar schools without the program.


MIND's 2017-18 teacher survey results (7,500 responses) showed:

* 80% of teachers agree/strongly agree ST Math positively impacts the culture of math learning in their class;

* 75% state ST Math improves students' attitudes about math and math learning; and,

* 80% believe ST Math deepens student understanding about how math works.


A survey of 403 MIND professional development participants showed: 92% increased their understanding of the practice standards; 91% obtained specific strategies to promote classroom math discussions and advance student thinking; and 98% now feel confident to design a Common Core standards math lesson.

MathMIND Games

MathMINDs Games provide hands-on experiential math learning opportunities both in and out of the classroom. Following a South of the Sahara theme, the games encompass learning standards that align to 2nd-6th grades and combine math, gameplay, art, and storytelling in an educational, engaging and exciting way. Math, language arts, and history are built into each game. The games work to promote collaboration while fostering an atmosphere of student mathematical mentorship.

MathMINDs Games are multi-player and suitable for students, families, and school communities in settings both inside and outside the classroom. The game sets are flexible in nature and may be used in a variety of ways. The games could also serve as an excellent tool for cross-grade level engagement. Schools can also use these games for community building activities. The games help lessen both student and parent math anxiety and close both the achievement and experience gaps of low-income youth.

Budget  $50 per game
Category  Education, General/Other Education & Technology
Population Served Children Only (5 - 14 years)
Program Short-Term Success 

Will promote parent-child family engagement and build a foundation for continued interest and love of math.

Program Long-Term Success 

Youth will build a positive relationship with math that will later equip them for the challenges they will face in higher education and the STEM workforce. The entire experience brings math to life in unexpected ways based on neuroscience research about how the brain learns, including touching and feeling math in the palm of your hands. By enriching gameplay, math becomes a tool for deeper reasoning and builds connections beyond the games.

Program Success Monitored By 

Tracking distribution of games kits, teacher surveys, and anecdotal success stories.

Examples of Program Success  --


CEO/Executive Director Brett Woudenberg
CEO Term Start July 2017
CEO Email [email protected]
CEO Experience

Brett Woudenberg is a veteran entrepreneur of the education technology industry.  Prior to his leadership at MIND, he served in various C-level suite roles for a top publisher and several high growth technology companies in K-12 and higher education. Woudenberg holds a Bachelors of Business Administration in finance, and received an MBA from University of Massachusetts - Amherst’s Isenberg School of Management.


Former CEOs and Terms

Name Start End
Matthew Peterson PhD -- --
Ted Smith -- --

Senior Staff

Name Title Experience/Biography
Mark Bodner PhD Co-founder and President, Research Division Mark Bodner, Ph.D., is Co-founder and President of Research at the MIND Research Institute. He is an adjunct professor of mathematics at the University of Pittsburgh and visiting professor at the Institute of Cognitive Neuroscience at the East China Normal University. He formerly held faculty appointments at the Johns Hopkins University’s Department of Neurosurgery, and joint faculty appointments at UCLA’s Neuropsychiatric Institute, and UC Irvine’s Department of Physics. His research focus is computational neuroscience and mathematical biology. Recent work has focused on understanding the patterns and mechanisms of activity in networks of neurons, and working memory, and how seizures arise in cortical networks in epilepsy and how they may be terminated through specific brain stimulation. Other work focuses on the application of knot theory and group theory in modeling the structure and function of DNA.

Mark has received several national and international awards including the J.J. Sakuri prize; the Ettore Majorana award at the Majorana School of Subnuclear Physics in Erice, Italy; and the Halliday and Resnick Award in physics for solving the liquid crystal structure of particular cholestoral esters linked to cardiovascular disease. He has been a grant recipient from the National Science Foundation for demonstrating the feasibility of elucidating cognitive function in awake behaving primates using optical and infrared imaging methods. Mark received his Ph.D. and master’s degrees in theoretical high-energy and mathematical physics from UCLA and bachelor’s degree in both physics and chemistry from the University of Pittsburgh. He received a fellowship from the National Institute of Mental Health for postdoctoral work in neuroscience at UCLA. Mark has over 100 papers and abstracts published in neuroscience, physics and mathematics.

Andrew Coulson Chief Data Scientist

Prior to becoming the Chief Data Science Officer in 2017, Andrew Coulson was Chief Strategist and Vice President of Product Management since 2013. Previous to that, he led the MIND Research Institute’s Education Division for 12 years, helping devise and execute the strategies and programs to increase the division’s reach from 30 schools in Southern California to more than 1,700 in 30 states. Currently, Andrew leads a team of data analysts to conduct evaluation of MIND’s activities and examine program impact. Prior to joining MIND, Andrew was a program officer for a major Orange County foundation, specializing in education. He also worked for 17 years in upper management as a STEM professional in high-tech manufacturing engineering, acquiring experience in operations, process engineering, reliability and technology transfer. Andrew earned a Bachelor of Science and master’s degree in physics from UCLA.

Matthew Feldmann Vice President, Product

Matthew Feldmann is responsible for developing a high-performing team of product managers, designers, and content specialists that define the future of ST Math. Prior to this position, he led cross-functional content creation teams at MIND to expand ST Math to 6th Grade, build the ST Match Common Core edition, and launch ST Math: Middle School Supplement. Previously, he worked at a biotechnology company where he designed the architecture and integration strategy for key enterprise planning systems. Feldmann earned a Bachelor of Science in mathematics from Purdue University and holds a master’s degree in mathematical behavioral science from UC Irvine.

Josephine (Jo) Garrett Chief Financial Officer

Josephine (Jo) Garrett joined MIND in April 2018 as Chief Financial Officer. Garrett has served in CEO, COO and CFO roles for various businesses and she possesses extensive experience in the digital media, entertainment, licensing and merchandising, wholesale distribution, and e-commerce industries. Garrett holds an MBA from Harvard Business School and a Bachelors in Government from Harvard University. She has also devoted much of her personal time to tutoring and mentoring elementary school students.


Kevin Hammer Vice President, Engineering and IT

Kevin Hammer makes high-level design choices, dictates technical standards, and leads all procedures and processes for the engineering team on new technology platforms. He has been with MIND since 2014, and has been developing web applications since 1997. Previously, he was CTO for a social media start-up called mEgo, leading the launch of its social networking application. He also owned and managed a web development agency that produced online financial dashboards for companies like American Express, promotional web games for Warner Brothers and Sony, and CMS implementation for non-profits like the Museum of Natural History in Los Angeles.

Brian Molitor Vice President, Partnerships

Brian Molitor is responsible for leading a nationwide team of Education Partnerships Managers as well as licensing and selling ST Math to school districts. He joined MIND in 2011 as a Senior Account Executive and has held several other positions at MIND over the years. Molitor has been instrumental in expanding MIND’s mission through key sales partnerships. Previously, he worked in student information and data analytics for Pearson. Molitor holds a Bachelor of Arts in psychology from University of Michigan.

Elizabeth Neiman Vice President, Engagement

With more than 17 years of nonprofit and marketing experience, Ms. Neiman manages the marketing plans and activities that promote and enhance the organization's initiatives. Prior to joining MIND, she was Senior Director of Communications and Public Relations at the American National Standards Institute (ANSI), a national nonprofit focused on the U.S. standards and conformity assessment system. Neiman was heavily involved with policy work during her time at ANSI, which required regulatory and legislative outreach at both the federal and state levels. Her foundation and grant work included collaborating with leaders at the Gates Foundation, Lumina Foundation and the Business Roundtable.

Nigel Nisbet Vice President of Content Creation Nigel Nisbet, Vice President of Content Creation, leads a team of content specialists in building engaging, interactive and completely visual games that teach all students how math really works. Nigel came to MIND Research after working as a Mathematics Specialist for the Los Angeles Unified School District, where he designed and delivered professional development programs and implemented the transition to Response to Intervention (RTI) programming. Prior to joining LAUSD, he taught Mathematics, AP Physics, and AP Computer Science at Van Nuys Senior High, where he was a pioneer of integrating technology into the classroom, and utilizing project-based learning to engage students’ critical thinking skills. At Van Nuys, he successfully spearheaded the implementation of the LAUSD Los Angeles Virtual Academy program as a solution for Algebra 1, and collaborated with UCLA AP Readiness Program in Computer Science. Nisbet received a Bachelors of Science in Mathematics at Queen Mary University, University of London in 1990. In 2009, Nisbet received a Master in Educational Administration at California State University Northridge.
Matthew Peterson PhD Co-founder and Chief Research & Development Officer

Matthew Peterson, Ph.D., co-founded the MIND Research Institute in 1998. During his tenure, he has provided leadership and guidance that has enabled MIND to double the number of students it impacts in the classroom. He has also piloted successful programs outside the classroom such as family math nights, math fairs, math camps and game-a-thons, showing thousands of children, their families and the community that math is not only all around us, but exciting and fun as well. As Chief Research & Development Officer, Matthew’s focus is on innovation. The creator of ST Math, Matthew leads a team in developing math learning environments that initially convey sophisticated concepts visually, rather than verbally, enabling students to gain a deep conceptual understanding of mathematics regardless of language proficiency. Matthew, who as a child struggled with traditional language-based instruction due to dyslexia, created MIND’s ST Math® software to enable students to learn math through his unique non-language-based visual approach. The revolutionary ST Math software has proven to raise students’ math scores on standardized tests and currently reaches over a million students annually.

Matthew has spoken at numerous national and international math and education conferences, before the National Mathematics Advisory Panel, and recently was featured at TEDx Orange Coast. After completing his undergraduate degrees in biology, electrical engineering and Chinese language and literature from UC Irvine, he went on to obtain his Ph.D. in visual neuroscience from UC Berkeley.

Michael Sepulveda Vice President, Art & Experience Design  Michael Sepulveda, Vice President of Art & Experience (AxD), leads a team of graphic designers, illustrators and user experience specialists in building the rich interactive environment of MIND’s math education programs, including ST Math. Joining MIND Research Institute as a graphic artist intern while an undergraduate student at University of California, Irvine, Michael has grown his career alongside the then-start-up organization. Working closely with MIND co-founder Matthew Peterson, Ph.D., he helped establish the uniquely visual design structure of the award-winning Spatial Temporal (ST) Math animated software games. Upon graduating UC Irvine in 2002, Sepulveda joined MIND full-time, quickly assuming the lead design role for Generation 2 of the ST Math software. Generation 3 of ST Math featured his contributions to the newly released and first-ever in the industry 13-character visual password game that gives each child user their own unique password. Sepulveda’s role increasingly expanded to user experience, and in 2008 he was appointed Art Supervisor for ST Math. In 2013, he assumed the creative oversight for art and user experience design for the organization, including print, multimedia, video, web and merchandise.
Dorene Uhrich Vice President, Education Success

Dorene Uhrich leads the professional development team, a large field team of education success managers, a team of regional implementation managers, the support team and several project managers at MIND. Her team inspires and measures the best in-class experience for the organization’s education partners. Previously, Dorene was the Director of Customer Success at Imagine Learning and spent eight years at MIND in various roles that supported both customer and colleague success. She holds a M.Ed. in education and human resource studies with a specialization in adult education and training from Colorado State University, and a teaching credential and bachelor’s in liberal studies from California State University, Long Beach.

Brett Woudenberg Chief Executive Officer --
Karin Wu Vice President, Engagement  As Vice President of Engagement, Karin Wu is responsible for developing MIND’s marketing strategy and contributing to MIND’s organizational strategic planning process. Karin leads MIND’s activities to promote, enhance and protect the organization's brand reputation. She is also an ambassador for the organization, building relationships with the media, educational influencers and advocates, administrators, and philanthropic partners. Prior to joining MIND in 2015, Karin spent more than 20 years in leadership and marketing roles in a variety of sectors including education, videogames and nonprofits. She most recently served as Executive Director of Inspire Youth Project, a Seattle nonprofit that focused on social and emotional development of at-risk youth. Prior to that, she was the academic director and an instructor at The Art Institute of Seattle. Karin has also served in sales and marketing management roles at Educational Software Partners International, Riverdeep Interactive/Edmark and Nintendo. She holds a master’s of arts degree in education leadership from Argosy University, a bachelor’s of international business administration from St. Mary’s University, and an associate’s in applied arts from The Art Institute of Seattle. She is fluent in Mandarin Chinese, Spanish and Brazilian Portuguese.


Award Awarding Organization Year
Best Mathematics Instructional Solution for Grades K-8 CODiE Award 2019
Best Overall Education Technology Solution CODiE Award 2019
Finalist- Cool Tool Math Solution Ed Tech Awards 2019
Best Game-Based Curriculum Solution CODiE Award 2018
2017 Seal of Transparency Platinum Guidestar 2017
Best Game-based Education Solution EdTech Digest 2016
Companies and Organizations Providing Great opportunities for Women Hispanic Lifestyle 2016
Finalist Classy Awards 2016
Best Blog/Commentary and Best Instructional Reporting SIPA 2015
Best Game Based Solution - ST Math Middle School Supplement Program CODiE 2015
Best Workplaces for Women Best Place to Work and Fortune 2015
Bright Spot White House Initiative on Educational Excellence for Hispanics 2015
Tech Awards - Education finalist Tech Museum of Innovation 2015
Partner organization:national multi-sector network, 100Kin10. The network added 31 partners that will focus on helping train 100,000 science, technology, engineering and math (STEM) teachers by the ye 100kin10 2014
High-quality, immediately scalable STEM programs. Change the Equation 2013
Outstanding K-12 Education Business Roundtable 2013
Pioneer Award EdNet 2009
Teachers’ Choice Awards for the Classroom Teachers’ Choice Awards for the Classroom 2009
AEP “Distinguished Achievement Award” in Educational Software for Math Instruction Association of Educational Publishers 2008
SIIA //CODiE Award for “Best Mathematics Instruction Solution” Software & Information Industry Association 2008
Tech & Learning Awards of Excellence Tech & Learning Awards of Excellence 2008
Top Ten Finalist Peter F. Drucker Award for Nonprofit Innovation --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --


To help achieve our mission and close the achievement and experience gaps through ST Math and our other programming, we partner with: districts and schools throughout the country; corporations and foundations; organizations such as Girls Inc. and Boys & Girls Clubs of America; and, leading entities such as Business Roundtable, 100Kin10, and STEMconnector as well as other groups serving high-risk youth. When community partners come together to strengthen mathematical minds, cultivate excitement around math, and increase interest in pursuing STEM-related career paths and industries, we can foster the confidence young at-risk students need to be creative, mathematical thinkers and problem solvers.

We also partner with universities and research organizations to conduct evaluations of our programs. Our partners in this area include: Harvard Center for Education Policy Research; North Carolina State University; SRI; numerous school districts; and Charter Management Organizations' Research & Evaluation entities. 


Staff Information

Number of Full Time Staff 167
Number of Part Time Staff 2
Number of Volunteers 173
Number of Contract Staff 3
Staff Retention Rate % 91%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 4
Asian American/Pacific Islander: 23
Caucasian: 115
Hispanic/Latino: 17
Native American/American Indian: 2
Other: 8
Other (if specified): --
Gender Female: 87
Male: 82
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair John Phelan
Board Chair Company Affiliation Chairman of the Board, MIND Research Institute (Capital Group Companies - retired)
Board Chair Term Jan 2014 -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Chuck Amos GuideK12 Voting
Mark Bodner PhD MIND Research Institute Voting
Mary de Wysocki Cisco Systems, Inc. Voting
Edwin Fuller Laguna Strategic Advisors Voting
Donald Garcia Pinnacle Consulting Group Voting
Jo Garrett -- Voting
Lawrence Higby Apria Healthcare, Inc. (Ret.) Voting
David Horowitz Horowitz Management, Inc. Voting
Rebecca House MIND Research Institute Voting
Roberta Jenkins Matthew and Roberta Jenkins Family Foundation Voting
Claudia Kreisle Phillips 66 Voting
Steve J. Litchfield MaxLinear, Inc. Voting
James McCluney Emulex Corporation (Former Exec. Chairman of the Board) Voting
Daryl Pelc The Boeing Company Voting
Matthew Peterson PhD MIND Research Institute Voting
John Phelan Capital Group Companies (Ret.) Voting
Ted Smith MIND Research Institute (CEO/Chairman Emeritus) Voting
Betty Uribe EdD The Semel Group Voting
Brett Woudenberg MIND Research Institute Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Dr. Silvia Bunge Helen Wills Neuroscience Institute at the University of California at Berkeley NonVoting
Dr. John Gabrieli The Gabrieli Lab at Massachusetts Institute of Technology NonVoting
Dr, David Kraemer Dartmouth College NonVoting
Dr. Vinod Menon Stanford University NonVoting
Dr. Nora Newcombe Temple University NonVoting
Dr. Geetha Ramani University of Maryland NonVoting

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 1
Caucasian: 15
Hispanic/Latino: 2
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 6
Male: 13
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 80%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 5%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Audit
  • Board Governance
  • Executive
  • Nominating


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $30,000,000.00
Projected Expenses $29,700,000.00
Form 990s

2018 Form 990

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

Audit Documents

2018 Audit

2017 Audit

2016 Audit

2015 Audit (2015 and 2014)

2013 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $30,485,537 $26,504,923 $29,085,574
Total Expenses $27,566,485 $29,110,497 $28,832,178

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$8,220,214 $5,681,259 $6,403,097
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $22,384,580 $20,634,687 $22,683,995
Investment Income, Net of Losses $4,313 $1,923 $-1,518
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind $173,494 $187,054 --
Other $-297,064 -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $23,073,174 $25,723,485 $10,000
Administration Expense $2,770,134 $2,074,310 $21,947,326
Fundraising Expense $1,723,177 $1,312,702 --
Payments to Affiliates -- -- $6,874,852
Total Revenue/Total Expenses 1.11 0.91 1.01
Program Expense/Total Expenses 84% 88% 0%
Fundraising Expense/Contributed Revenue 21% 23% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $11,337,690 $11,726,434 $12,520,614
Current Assets $8,354,049 $8,449,753 --
Long-Term Liabilities -- -- $11,592,552
Current Liabilities $10,079,120 $13,386,916 --
Total Net Assets $1,258,570 $-1,660,482 $928,062

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 0.83 0.63 nan

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 93%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

Please contact us with any questions you have regarding our financials.  We will update with our FY2019 audit and 990 once they are available. 

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.