STEM EDUCATION COALITION POLICY FORUM (EIN 472110130) - 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

2015

Legal Domicile

Principal Officer

JAMES F BROWN III

Phone

2024002192

Tax Period

2023-01-01 to 2023-12-31

STEM EDUCATION COALITION POLICY FORUM, founded in 2015, is a small nonprofit in the Education sector that reported $238K in total revenue in fiscal year 2023. Expenses of $229K left a modest 4% surplus.

Mission

TO FOCUS ON DEVELOPING A DEEPER UNDERSTANDING OF EMERGING AND CRITICAL STEM EDUCATION POLICY ISSUES. THE POLICY FORUM AIMS TO KEEP STAKEHOLDERS INFORMED ABOUT POLICY ISSUES THROUGH ORGANIZING PUBLIC EVENTS, PUBLICATIONS, HOSTING POLICY ROUNDTABLES AND OTHER INFORMATIONAL PUBLIC FUNCTIONS.

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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 $237,500

Program Service Revenue $0

Investment Income $209

Other Revenue $0

TOTAL REVENUE $237,709

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,000

Other Expenses $229,077

TOTAL EXPENSES $229,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,709	$237,520	+0.0%
Expenses	$229,077	$219,021	+0.0%
Net Income	$8,632	$18,499	-0.5%

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
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
KEN KREHBIEL	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	$237,709	$229,077	$227,147	$8,632
2022	$237,520	$219,021	$218,515	$18,499

STEM EDUCATION COALITION POLICY FORUM