Stem Advantage (EIN 461042540) - 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

2012

Legal Domicile

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.

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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 (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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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

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

Total Directors

Key Employees

Highest Compensated

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

Stem Advantage