Totals
- Total revenue
- $1,648,341
- Total expenses
- $1,118,141
- Contributions and grants received
- $1,520,587
- Grants paid
- $313,000
- Program service revenue
- $0
- Investment income
- $14,748
- Other revenue
- $113,006
- Total assets, end of year
- $1,322,894
- Total liabilities, end of year
- $18,314
- Net assets or fund balances, end of year
- $1,304,580
- Program services expenses (Part IX)
- $1,070,557
- Management and general expenses
- $20,168
- Fundraising expenses
- $27,416
- Program service expenses (Part III)
- $1,070,557
Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,520,587
-
1g · Noncash contributions included above
$152,496
-
3 · Investment income
total $14,748 · related or exempt $14,748
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$209,901
-
8b · Fundraising events: direct expenses
$96,895
-
8c · Net income from fundraising events
total $113,006 · excluded $113,006
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $313,000 · program services $313,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $440,757 · program services $440,757
-
8 · Pension plan contributions
total $13,760 · program services $13,760
-
9 · Other employee benefits
total $5,310 · program services $5,310
-
10 · Payroll taxes
total $33,953 · program services $33,953
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $14,903 · program services $2,080 · management and general $12,823
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $4,411 · management and general $10 · fundraising $4,401
-
12 · Advertising and promotion
total $7,396 · program services $105 · management and general $27 · fundraising $7,264
-
13 · Office expenses
total $2,501 · program services $481 · management and general $2,020
-
14 · Information technology
total $6,009 · program services $5,531 · management and general $390 · fundraising $88
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $4,795 · program services $1,279 · management and general $3,093 · fundraising $423
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $2,681 · program services $1,350 · management and general $1,331
-
24a · Other expenses: PROFESSIONAL SVCS-IN KIND
total $152,496 · program services $137,256 · fundraising $15,240
-
24b · Other expenses: SCHOLAR ENGAGEMENT PLATFORM
total $70,249 · program services $70,249
-
24c · Other expenses: CAREER DEVELOPMENT
total $32,415 · program services $32,415
-
24d · Other expenses: OUTSIDE SERVICES
total $5,900 · program services $5,900
-
24e · All other expenses
total $7,605 · program services $7,131 · management and general $474
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $133,181 · end of year $266,100
-
2 · Savings and temporary cash investments
beginning of year $362,417 · end of year $211,155
-
3 · Pledges and grants receivable
beginning of year $282,461 · end of year $839,805
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $5,372 · end of year $4,229
-
10a · Land, buildings and equipment: cost or other basis
$3,181
-
10b · Land, buildings and equipment: accumulated depreciation
$1,576
-
10c · Land, buildings and equipment, net
beginning of year $1,439 · end of year $1,605
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,403 · end of year $1,190
-
25 · Other liabilities
beginning of year $9,087 · end of year $17,124
-
27 · Net assets without donor restrictions
beginning of year $533,200 · end of year $229,284
-
28 · Net assets with donor restrictions
beginning of year $241,180 · end of year $1,075,296
Mission and programs · 2025
Mission
Talent is equally distributed, but opportunity is not. STEM Advantage mentors, prepares, and inspires first-generation, low-income, and underserved college students for careers in science, technology, engineering, and math (STEM). We level the playing field by empowering talented students with access to networks, employment, and economic mobility often limited to students attending elite universities, while providing a vetted pipeline of skilled talent to businesses to fill their workforce needs.
-
Empowering the Next Generation of STEM Leaders. At STEM Advantage, we believe talent is equally distributed, but opportunity is not. We deliver a comprehensive, student-centered program designed to equip first-generation students with the skills, confidence, and connections needed to pursue and thrive in STEM careers. Our approach includes: Career Support: Targeted career programming that strengthens professional skills and builds confidence, empowering students to secure internships and entry-level positions in STEM fields. One-on-One Mentorship: Personalized mentorship from STEM professionals who serve as role models, offering guidance, support, and career coaching to help students navigate their academic and career journeys. Professional & Career Development: Interactive workshops, career panels, and industry events that prepare students for successful job searches, interviews, and career advancement. Scholarships: Financial support that enables students to attend classes full-time, get involved in a STEM-related club, and graduate with less student debt. Community and Networking: A robust support network that fosters a sense of belonging and provides students with opportunities to build connections with peers, alumni, and industry partners.We proudly serve students pursuing bachelor's degrees in STEM disciplines across California State University (CSU) campuses in Southern California, including the Greater Los Angeles region, Orange County, and San Diego. The CSU is the largest four-year public university system in the nationan incubator for untapped talent and ideal partner for driving impactful change at scale.Power of PartnershipsOur success is fueled by strong partnerships with leading companies and industry organizations. These partners not only provide funding and paid internships but also engage their employees as mentors, participate in career panels, and hire our graduates. Currently, STEM Advantage collaborates with over 50 companies, along with numerous professional and industry organizations, to create meaningful career pathways for our scholars.A Proven Track Record of Impact and Economic MobilitySince our founding in 2012, we have empowered over 1,000 Scholars with exceptional results: 100% have graduated with a bachelors degree in a STEM field. 72% are first-generation college students from low-income families. Scholars earn an average starting salary of $75,000a sustainable, middle-class living wage that represents a 400% increase over their average pre-program earnings. Scholars are projected to earn $2 million more in their lifetime post-programestablishing financial security, building wealth, and uplifting their families and communities.Our Scholars consistently describe the program as "life-changing and empowering," underscoring its ripple effectnot just on individual lives, but across communities. They are breaking cycles of poverty, achieving economic mobility, and becoming role models for future generations.
Expenses $1,070,557 · Grants $313,000
As filed on the 2025 return.
Listed in Part VII
-
Lee Ann Kline
President
- Total calculated
- $0
- Hours/week
- 40
-
Cynthia McKenzie
Vice-President
- Total calculated
- $0
- Hours/week
- 20
-
Maben Jimenez
Director
- Total calculated
- $0
- Hours/week
- 5
-
Marisa DiazMARISA DIAZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Charles SimsCHARLES SIMS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Thomas PhelpsTHOMAS PHELPS
Director
- Total calculated
- $0
- Hours/week
- 1
-
David BuckholtzDAVID BUCKHOLTZ
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
T FoxT FOX
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christina GuckertCHRISTINA GUCKERT
Director
- Total calculated
- $0
- Hours/week
- 1
-
Arlene SemweziARLENE SEMWEZI
Director
- Total calculated
- $0
- Hours/week
- 1
-
Helen NorrisHELEN NORRIS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Danielle YamaneDANIELLE YAMANE
Director
- Total calculated
- $0
- Hours/week
- 2
-
Octavio MartinezOCTAVIO MARTINEZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
Milan PlavsichMILAN PLAVSICH
Director
- Total calculated
- $0
- Hours/week
- 1
-
Raj SenguptaRAJ SENGUPTA
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Cal Poly Pomona
$67,500
EDUCATION - SCHOLARSHIPS
-
CSU Los Angeles
$59,250
EDUCATION - SCHOLARSHIPS
-
SAN DIEGO STATE UNIVERSITY
$41,000
EDUCATION - SCHOLARSHIPS
-
CSU LONG BEACH
$39,250
EDUCATION - SCHOLARSHIPS
-
CSU Dominguez Hills
$34,000
EDUCATION - SCHOLARSHIPS
-
CSU SAN MARCOS
$28,750
EDUCATION - SCHOLARSHIPS
-
CSU Fullerton
$23,000
EDUCATION - SCHOLARSHIPS
-
CSU Northridge
$20,250
EDUCATION - SCHOLARSHIPS
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 1 April 2026
- IRS schema version
- 2025v4.0
- Source object
- 202600919349301905
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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