Stem West Inc

EIN: 832665205 501(c)(3) Education

Claremont, NC

Total Revenue
$458,902
Total Expenses
$409,666
Total Assets
$412,846
Net Assets
$412,846
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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
2020
Legal Domicile
NC
Phone
8282415480
Tax Period
2025-01-01 to 2025-12-31

Stem West Inc, founded in 2020, is a small nonprofit in the Education sector that reported $459K in total revenue in fiscal year 2025. Expenses of $410K left a modest 11% surplus.

Mission

STEM Education Consulting

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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 (2025)

Revenue Breakdown

Contributions & Grants $450,309
Program Service Revenue $0
Investment Income $8,593
Other Revenue $0
TOTAL REVENUE $458,902

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $14,015
Other Expenses $409,666
TOTAL EXPENSES $409,666

Year-over-Year Comparison

2025 2024 Change
Revenue $458,902 N/A N/A
Expenses $409,666 N/A N/A
Net Income $49,236 N/A N/A
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Carol Moore President 0.00
Officer
$0 $0 $0
Ted Moore Vice President 0.00
Officer
$0 $0 $0
Sara Thompson Treasurer 0.00
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
2025 $458,902 $409,666 $412,846 $49,236
2024 $248,071 $46,133 $363,610 $201,938
2023 $112,299 $56,817 $161,672 $55,482
2022 $146,152 $34,516 $116,153 $111,636
2021 No data $37,868 $82,924 No data
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