Stem Advantage

EIN: 461042540 501(c)(3) Youth Development

Huntington Beach, CA

Total Revenue
$1,648,341
Total Expenses
$1,118,141
Total Assets
$1,322,894
Net Assets
$1,304,580
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
CA
Principal Officer
Lee Ann Kline
Phone
9493223320
Tax Period
2025-01-01 to 2025-12-31

Stem Advantage, founded in 2012, is a community nonprofit in the Youth Development sector that reported $1.6M in total revenue in fiscal year 2025. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $530K, a strong 32% operating margin.

Mission

Talent is equally distributed, but opportunity is not. STEM Advantage mentors, prepares, and inspires first-generation, low-income, and underserved college students for careers in science, technology, engineering, and math (STEM). We level the playing field by empowering talented students with access to networks, employment, and economic mobility often limited to students attending elite universities, while providing a vetted pipeline of skilled talent to businesses to fill their workforce needs.

Program Service Accomplishments

Program 1
Expenses: $1,070,557

Empowering the Next Generation of STEM Leaders. At STEM Advantage, we believe talent is equally distributed, but opportunity is not. We deliver a comprehensive, student-centered program designed to...

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Empowering the Next Generation of STEM Leaders. At STEM Advantage, we believe talent is equally distributed, but opportunity is not. We deliver a comprehensive, student-centered program designed to equip first-generation students with the skills, confidence, and connections needed to pursue and thrive in STEM careers. Our approach includes: Career Support: Targeted career programming that strengthens professional skills and builds confidence, empowering students to secure internships and entry-level positions in STEM fields. One-on-One Mentorship: Personalized mentorship from STEM professionals who serve as role models, offering guidance, support, and career coaching to help students navigate their academic and career journeys. Professional & Career Development: Interactive workshops, career panels, and industry events that prepare students for successful job searches, interviews, and career advancement. Scholarships: Financial support that enables students to attend classes full-time, get involved in a STEM-related club, and graduate with less student debt. Community and Networking: A robust support network that fosters a sense of belonging and provides students with opportunities to build connections with peers, alumni, and industry partners.We proudly serve students pursuing bachelor's degrees in STEM disciplines across California State University (CSU) campuses in Southern California, including the Greater Los Angeles region, Orange County, and San Diego. The CSU is the largest four-year public university system in the nationan incubator for untapped talent and ideal partner for driving impactful change at scale.Power of PartnershipsOur success is fueled by strong partnerships with leading companies and industry organizations. These partners not only provide funding and paid internships but also engage their employees as mentors, participate in career panels, and hire our graduates. Currently, STEM Advantage collaborates with over 50 companies, along with numerous professional and industry organizations, to create meaningful career pathways for our scholars.A Proven Track Record of Impact and Economic MobilitySince our founding in 2012, we have empowered over 1,000 Scholars with exceptional results: 100% have graduated with a bachelors degree in a STEM field. 72% are first-generation college students from low-income families. Scholars earn an average starting salary of $75,000a sustainable, middle-class living wage that represents a 400% increase over their average pre-program earnings. Scholars are projected to earn $2 million more in their lifetime post-programestablishing financial security, building wealth, and uplifting their families and communities.Our Scholars consistently describe the program as "life-changing and empowering," underscoring its ripple effectnot just on individual lives, but across communities. They are breaking cycles of poverty, achieving economic mobility, and becoming role models for future generations.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,520,587
Program Service Revenue $0
Investment Income $14,748
Other Revenue $113,006
TOTAL REVENUE $1,648,341

Expense Breakdown

Grants Paid $313,000
Salaries & Benefits $493,780
Fundraising Expenses $27,416
Program Expenses $1,070,557
Other Expenses $311,361
TOTAL EXPENSES $1,118,141

Year-over-Year Comparison

2025 2024 Change
Revenue $1,648,341 $715,813 +1.3%
Expenses $1,118,141 $1,083,009 +0.0%
Net Income $530,200 $-367,196 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
14
Employees
5
Volunteers
225

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
3
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lee Ann Kline President 40.00
Officer Director
$0 $0 $0
Cynthia McKenzie Vice-President 20.00
Officer Director
$0 $0 $0
Maben Jimenez Director 5.00
Director
$0 $0 $0
MARISA DIAZ Director 1.00
Director
$0 $0 $0
CHARLES SIMS Director 1.00
Director
$0 $0 $0
THOMAS PHELPS Director 1.00
Director
$0 $0 $0
DAVID BUCKHOLTZ Treasurer 5.00
Officer Director
$0 $0 $0
T FOX Director 1.00
Director
$0 $0 $0
CHRISTINA GUCKERT Director 1.00
Director
$0 $0 $0
ARLENE SEMWEZI Director 1.00
Director
$0 $0 $0
HELEN NORRIS Director 1.00
Director
$0 $0 $0
DANIELLE YAMANE Director 2.00
Director
$0 $0 $0
OCTAVIO MARTINEZ Director 1.00
Director
$0 $0 $0
MILAN PLAVSICH Director 1.00
Director
$0 $0 $0
RAJ SENGUPTA Director 1.00
Director
$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
2025 $1,648,341 $1,118,141 $1,322,894 $530,200
2024 No data No data No data No data
2023 $1,051,263 $838,858 $1,145,676 $212,405
2022 $1,267,928 $633,420 $933,562 $634,508
2021 $628,804 $445,222 $296,760 $183,582
2020 $266,194 $255,897 $111,081 $10,297
2019 $291,186 $232,362 $102,002 $58,824
2019 $291,186 $232,362 $102,002 $58,824
2018 $186,964 $325,194 $42,151 $-138,230
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