STEM EDUCATION COALITION INC

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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

2015

Legal Domicile

Principal Officer

JAMES F BROWN III

Phone

2024002192

Tax Period

2023-01-01 to 2023-12-31

STEM EDUCATION COALITION INC, founded in 2015, is a small nonprofit in the Education sector that reported $210K in total revenue in fiscal year 2023. Expenses of $202K left a modest 4% surplus.

Mission

THE MISSION OF THE STEM EDUCATION COALITION IS TO ELEVATE SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS EDUCATION AS A PUBLIC POLICY PRIORITY AT THE FEDERAL AND STATE LEVEL THROUGH LEGISLATION, BUDGET, AND SPENDING PRIORITIES, AND EDUCATION POLICIES.

Program Service Accomplishments

Program 1

Expenses: $197,999 Revenue: $210,350

THE COALITION IS AN ALLIANCE OF MORE THAN 600 BUSINESS, PROFESSIONAL AND EDUCATION ORGANIZATIONS. THERE ARE MORE THAN 800 AFFLIATED MEMBERS WHO RECEIVE A WEEKLY NEWSLETTER KEEPING THEM ABREAST OF...

THE COALITION IS AN ALLIANCE OF MORE THAN 600 BUSINESS, PROFESSIONAL AND EDUCATION ORGANIZATIONS. THERE ARE MORE THAN 800 AFFLIATED MEMBERS WHO RECEIVE A WEEKLY NEWSLETTER KEEPING THEM ABREAST OF RECENT DEVELOPMENTS IN STEM EDUCATION.

Program 2

STEM EDUCATION COALITION, JOINED BY 31 MEMBER ORGANIZATIONS, SENT A LETTER TO THE WHITE HOUSE OFFICE OF SCIENCE AND TECHNOLOGY POLICY (OSTP) TO PROVIDE SUGGESTIONS AS THE OFFICE DEVELOPED THE...

STEM EDUCATION COALITION, JOINED BY 31 MEMBER ORGANIZATIONS, SENT A LETTER TO THE WHITE HOUSE OFFICE OF SCIENCE AND TECHNOLOGY POLICY (OSTP) TO PROVIDE SUGGESTIONS AS THE OFFICE DEVELOPED THE 2023-2028 FEDERAL STEM STRATEGIC PLAN. THE COMMENTS CENTERED ON THE KEY CHALLENGES IN K-12 STEM EDUCATION (EQUITY, TEACHING AND LEARNING, PARTNERSHIPS, SYSTEMIC REFORM, AND THE ROLE OF FEDERAL AGENCIES) THAT SHOULD BE ADDRESSED, AND PROVIDED SIX OVERALL RECOMMENDATIONS FOR OSTP TO CONSIDER.

Program 3

THE COALITION HELPED TO INFLUENCE FEDERAL BUDGET PRIORITIES FOR SEVERAL FEDERAL AGENCIES AND MET WITH MORE THAN 3 DOZEN MEMBERS OF CONGRESS AND THEIR STAFF IN PERSON AND VIRTUALLY TO DISCUSS SCIENCE...

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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 $0

Program Service Revenue $210,350

Investment Income $46

Other Revenue $0

TOTAL REVENUE $210,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,999

Other Expenses $202,141

TOTAL EXPENSES $202,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,396	$220,006	0.0%
Expenses	$202,141	$228,262	-0.1%
Net Income	$8,255	$-8,256	-2.0%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
ANITA KRISHNAMURTHI	DIRECTOR	1.00	Director	$0	$0	$0
STEWART BARBER	DIRECTOR	1.00	Director	$0	$0	$0
TYLER KLOEFKORN	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA SHUGART	DIRECTOR	1.00	Director	$0	$0	$0
KEN KREHBIEL	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY PITAGNO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HORTING	DIRECTOR	1.00	Director	$0	$0	$0
ALLYSON KNOX	DIRECTOR	1.00	Director	$0	$0	$0
TODD MANN	CHAIR	1.00	Officer	$0	$0	$0
JAMES F BROWN III	EXECUTIVE DIRECTOR	40.00	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	No data	No data	No data	No data
2023	$210,396	$202,141	$59,353	$8,255
2022	$220,006	$228,262	$44,002	$-8,256
2021	$240,008	$228,324	$39,000	$11,684
2020	$175,017	$167,951	$39,001	$7,066
2019	$245,014	$226,711	$41,501	$18,303
2018	$219,512	$231,918	$26,501	$-12,406