STEM NEXT OPPORTUNITY FUND (EIN 814834326) - 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

Principal Officer

RONALD L OTTINGER

Phone

6195059127

Tax Period

2024-01-01 to 2024-12-31

STEM NEXT OPPORTUNITY FUND, founded in 2016, is a mid-sized nonprofit in the Education sector that reported $10.5M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

STEM Next is leading the national movement to make the power of STEM discovery available to all young people through afterschool and summer learning.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,781,847

Program Service Revenue $501,537

Investment Income $176,289

Other Revenue $0

TOTAL REVENUE $10,459,673

Expense Breakdown

Grants Paid $2,124,800

Salaries & Benefits $4,446,394

Fundraising Expenses $778,084

Program Expenses $8,716,082

Other Expenses $3,773,518

TOTAL EXPENSES $10,376,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,459,673	$7,760,112	+0.3%
Expenses	$10,376,037	$14,283,863	-0.3%
Net Income	$83,636	$-6,523,751	-1.0%

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

Volunteers

1250

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

$336,686

Total Directors

$336,686

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON OTTINGER	Secretary/ED	40.00	Officer Director	$292,519	$44,167	$336,686
KAM KYZER	SR DIR PHILANTHR/STRAT PSHIP	30.00		$273,480	$8,204	$281,684
TERESA DREW	DEPUTY DIRECTOR	40.00		$235,417	$7,063	$242,480
SHERONDA FLEMING	STEM FELLOW	40.00		$177,435	$22,909	$200,344
TERRA WALLIN	STEM FELLOW	40.00		$178,090	$17,041	$195,131
QUINCY BROWN	STEM FELLOW	40.00		$187,505	$5,655	$193,160
TASHA OWENS-GREEN	STEM FELLOW	40.00		$163,332	$24,851	$188,183
EMILY KUEHN	STEM FELLOW	40.00		$155,804	$19,304	$175,108
PENDRED NOYCE	President/Chair	2.00	Officer Director	$0	$0	$0
DENNIS BARTELS	Director	2.00	Director	$0	$0	$0
GWYNN HUGHES	Director	2.00	Director	$0	$0	$0
CELINE COGGINS	Director	2.00	Director	$0	$0	$0
REGINALD MCGREGOR	Treasurer	2.00	Officer 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	$10,459,673	$10,376,037	$5,530,908	$83,636
2023	$7,760,112	$14,283,863	$6,161,399	$-6,523,751
2022	$12,130,436	$10,860,086	$11,167,712	$1,270,350
2021	$10,913,896	$6,389,871	$10,305,213	$4,524,025
2020	$5,459,706	$3,958,449	$5,313,172	$1,501,257
2019	$2,482,969	$2,753,264	$3,790,651	$-270,295
2018	$2,608,075	$3,401,869	$4,219,485	$-793,794

STEM NEXT OPPORTUNITY FUND