Tulsa Regional STEM Alliance Inc

EIN: 814051559 501(c)(3) Education

Tulsa, OK

Total Revenue
$2,346,429
Total Expenses
$2,203,748
Total Assets
$1,615,168
Net Assets
$1,135,683
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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
OK
Phone
9187794910
Tax Period
2023-01-01 to 2023-12-31

Tulsa Regional STEM Alliance Inc, founded in 2016, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 6% surplus.

Mission

Cultivate impactful partnerships and learning pathways that inspire and prepare all youth for a stem-enabled future.

Program Service Accomplishments

Program 1
Expenses: $1,437,303

Mentoring: Expenses - $253,857; Grants - $86,400In 2023, our mentorship program encompassed two of our largest and most establishedprojects: "Me and My Math Mentor and Space Week." The "Me and My...

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Mentoring: Expenses - $253,857; Grants - $86,400In 2023, our mentorship program encompassed two of our largest and most establishedprojects: "Me and My Math Mentor and Space Week." The "Me and My Math Mentor"initiative delivered over 1,000 hours of mentorship to elementary students, with a focus on enhancing math competency and literacy skills. "Space Week" provided exposure to aerospace and aviation careers for more than 1,000 students across northeastern Oklahoma. Notably, students who participated in "Space Week" reported a 22.8-point increase in their belief that they are STEM individuals after attending the event. Overall, our mentorship efforts reached 2,125 students, offering them valuable STEM experiences and opportunities to connect with STEM professionals, fostering a sense of belonging within the STEM community. Curriculum & Resources: Expenses - $191,115; Grants - $125,952The Curriculum and Resource Program area offers a comprehensive library of STEMmaterials available for educators to utilize and borrow. This area also includes the "STEM in a Bag" initiative, which provides take-home STEM activities paired with an in-depth curriculum, and the OpenSciEd field test, for which TRSA serves as the state lead in this national curriculum pilot. In 2023, 15,855 "STEM in a Bag" activities were distributed across the state, offering all necessary materials, curriculum, literary connections, and extensions to complete each activity. The OpenSciEd initiative successfully piloted a statewide, open-access, high-quality elementary science curriculum, with 100% of participants affirming its usefulness and relevance to their students' lived experiences. Additionally, the STEM Shoppe, available to Tulsa-based educators, resulted in over$249,000 in material cost savings for schools, thanks to the resources borrowedthroughout the year. Altogether, this program area facilitated STEM experiences for more than 40,000 students.Professional Development: Expenses - $169,921; Grants - $10,000TRSA provides extensive professional learning opportunities to empower and equip PK-12 teachers and informal educators to bring high-impact learning opportunities to their students. In 2023, programs such as exponential growth, code.org, and senseational science, plus 40 additional professional development experiences served 921 educators from nearly 100 school districts, totaling 6,202 hours of hands-on professional learning for educators across the state.Other: Expenses - $822,410; Grants - $99,951Various programs conducted throughout 2023 including summer and school year STEM camps, programs, and competitions.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,339,366
Program Service Revenue $0
Investment Income $2,513
Other Revenue $4,550
TOTAL REVENUE $2,346,429

Expense Breakdown

Grants Paid $329,251
Salaries & Benefits $820,773
Fundraising Expenses $348,502
Program Expenses $1,437,303
Other Expenses $1,053,724
TOTAL EXPENSES $2,203,748

Year-over-Year Comparison

2023 2022 Change
Revenue $2,346,429 $2,090,501 +0.1%
Expenses $2,203,748 $1,937,587 +0.1%
Net Income $142,681 $152,914 -0.1%
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
23
Independent Members
23
Employees
12
Volunteers
427

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
5
$127,424
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Levi Patrick Executive Dir. 40.00
Officer
$124,274 $3,150 $127,424
Stephanie Regan Board Chair 1.00
Officer Director
$0 $0 $0
Mandy Monahan Vice Chair 1.00
Officer Director
$0 $0 $0
Michael Daniel Treasurer 1.00
Officer Director
$0 $0 $0
Christine Koerner Secretary 1.00
Officer Director
$0 $0 $0
Lucia Oberle Past Chair 1.00
Director
$0 $0 $0
Mary Hausman Director 1.00
Director
$0 $0 $0
Rachel James Director 1.00
Director
$0 $0 $0
Angela Kouplen Director 1.00
Director
$0 $0 $0
Erin Lester Director 1.00
Director
$0 $0 $0
Yas Nakayama Director 1.00
Director
$0 $0 $0
Lisa Schwarz Director 1.00
Director
$0 $0 $0
Paulina Baeza Director 1.00
Director
$0 $0 $0
Tyrance Billingsley II Director 1.00
Director
$0 $0 $0
Patti Burton Director 1.00
Director
$0 $0 $0
Caitlin Crane Director 1.00
Director
$0 $0 $0
Conor Godfrey Director 1.00
Director
$0 $0 $0
Garrison Haning Director 1.00
Director
$0 $0 $0
Kulsum Siddiqui Director 1.00
Director
$0 $0 $0
Ray Vandiver Director 1.00
Director
$0 $0 $0
Xavier Villareal Director 1.00
Director
$0 $0 $0
Stephani Wagoner Director 1.00
Director
$0 $0 $0
Josh Walton Director 1.00
Director
$0 $0 $0
Travis White 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
2024 No data No data No data No data
2023 $2,346,429 $2,203,748 $1,615,168 $142,681
2022 $2,090,501 $1,937,587 $1,668,364 $152,914
2021 $1,228,080 $1,191,341 $875,747 $36,739
2020 $1,259,233 $1,125,267 $820,117 $133,966
2019 $1,223,244 $1,066,847 $678,288 $156,397
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