STEM FORWARD INC (EIN 390854863) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1905

Legal Domicile

Principal Officer

RICH MERKEL

Phone

4148107836

Tax Period

2024-07-01 to 2025-06-30

STEM FORWARD INC, founded in 1905, is a small nonprofit that reported $344K in total revenue in fiscal year 2024. Expenses of $312K left a modest 9% surplus.

Mission

TO PROMOTE THE ADVANCEMENT OF ENGINEERING AND ALLIED ARTS AND SCIENCES, TO PROMOTE THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS INTERESTED THEREIN, AND TO ENCOURAGE THE APPLICATION OF THESE ARTS AND SCIENCES TO BENEFIT THE COMMUNITY INTERESTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $267,199

Program Service Revenue $92,226

Investment Income $15,784

Other Revenue $-31,624

TOTAL REVENUE $343,585

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $224,012

Fundraising Expenses $16,662

Program Expenses $228,953

Other Expenses $54,525

TOTAL EXPENSES $311,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,585	$354,336	0.0%
Expenses	$311,537	$296,288	+0.1%
Net Income	$32,048	$58,048	-0.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$111,675

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BUCHANAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BE WARE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
DALE HELD	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT HENSGEN	TREASURER	1.00	Officer Director	$0	$0	$0
KIM MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN ARK	DIRECTOR	1.00	Director	$0	$0	$0
FRED BEGALE	DIRECTOR	1.00	Director	$0	$0	$0
MARY BURGOON	DIRECTOR	1.00	Director	$0	$0	$0
MOHAMED EL-DEMERDASH	DIRECTOR	1.00	Director	$0	$0	$0
MARK FEDERLE	DIRECTOR	1.00	Director	$0	$0	$0
SHARON GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOE HAMANN	DIRECTOR	1.00	Director	$0	$0	$0
DANA HART	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN HENDRICKS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NOWAK	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIO RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARK ROUNDS	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA STERNARD	DIRECTOR	1.00	Director	$0	$0	$0
PETER STIPAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JOE ZIZZO	DIRECTOR	1.00	Director	$0	$0	$0
RAFAT ELSHAREF	DIRECTOR	1.00	Director	$0	$0	$0
RICH MERKEL	EXECUTIVE DIRECTOR	40.00	Officer	$111,675	$0	$111,675

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
2025	$343,585	$311,537	$584,145	$32,048
2024	$354,336	$296,288	$548,010	$58,048
2023	$299,740	$292,774	$492,082	$6,966
2022	$319,609	$267,168	$435,957	$52,441
2021	$308,344	$270,508	$398,657	$37,836
2020	$308,335	$270,569	$367,349	$37,766
2019	$334,358	$274,531	$336,826	$59,827
2018	$305,003	$265,878	$257,317	$39,125

STEM FORWARD INC