Out in Science Technology Engineering & Mathematics Inc oSTEM (EIN 271204776) - 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

2009

Legal Domicile

Principal Officer

MATTHEW WELMERS

Phone

6028824979

Tax Period

2023-07-01 to 2024-06-30

Out in Science Technology Engineering & Mathematics Inc oSTEM, founded in 2009, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $245K, a strong 18% operating margin.

Mission

oSTEM empowers LGBTQ people in STEM to success personally acad emically professionally by cultivating environments communities

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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 $110,225

Program Service Revenue $1,257,871

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,368,096

Expense Breakdown

Grants Paid $133,103

Salaries & Benefits $307,419

Fundraising Expenses $13,798

Program Expenses $653,333

Other Expenses $682,457

TOTAL EXPENSES $1,122,979

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,368,096	$933,354	+0.5%
Expenses	$1,122,979	$1,274,819	-0.1%
Net Income	$245,117	$-341,465	-1.7%

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

N/A

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

Total Directors

Key Employees

$122,800

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW WELMERS	President	15.00	Officer Director	$0	$0	$0
WILLIAM AGNEW	VP of Ext STEM Partner	20.00	Officer	$0	$0	$0
WILLIAM HARRER	VP of ProjectsProgram	20.00	Officer	$0	$0	$0
LILIAN MARTINEZ	Executive Director	40.00	Key Emp	$122,800	$0	$122,800
ABIGAIL RAY	VP of Marketing Comm	20.00	Officer	$0	$0	$0
JARED CANRIGHT	VP of Info Tech	20.00	Officer	$0	$0	$0
ERIN ROSS	VP of DEIAccessibilit	20.00	Officer	$0	$0	$0

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	$1,368,096	$1,122,979	$1,197,424	$245,117
2023	$933,354	$1,274,819	$951,663	$-341,465
2021	$661,281	$252,611	$1,002,785	$408,670
2020	$616,421	$435,585	$588,609	$180,836

Out in Science Technology Engineering & Mathematics Inc oSTEM