Tulsa Regional STEM Alliance Inc (EIN 814051559) - 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

2016

Legal Domicile

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.

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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 $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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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

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

$127,424

Total Directors

Key Employees

Highest Compensated

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

Tulsa Regional STEM Alliance Inc