Form 990 for tax year 2024
Filed by TULSA REGIONAL STEM ALLIANCE INC.
Totals
- Total revenue
- $1,607,676
- Total expenses
- $2,075,268
- Contributions and grants received
- $1,605,912
- Grants paid
- $121,669
- Program service revenue
- $0
- Investment income
- $1,764
- Other revenue
- $0
- Total assets, end of year
- $1,021,775
- Total liabilities, end of year
- $353,684
- Net assets or fund balances, end of year
- $668,091
- Program services expenses (Part IX)
- $1,264,490
- Management and general expenses
- $483,940
- Fundraising expenses
- $326,838
- Program service expenses (Part III)
- $1,264,490
Program services were 60.9% 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.
-
1a · Federated campaigns
$76,000
-
1c · Fundraising events
$942,533
-
1f · All other contributions, gifts and grants
$587,379
-
1g · Noncash contributions included above
$103,544
-
3 · Investment income
total $1,764 · excluded $1,764
-
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
$305,111
-
8a · Fundraising events: contributions included on line 1c
$942,533
-
8b · Fundraising events: direct expenses
$305,111
-
8c · Net income from fundraising events
total $0
-
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 $115,908 · program services $115,908
-
2 · Grants to domestic individuals
total $5,761 · program services $5,761
-
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 $132,484 · program services $67,012 · management and general $52,338 · fundraising $13,134
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $608,330 · program services $307,701 · management and general $240,322 · fundraising $60,307
-
8 · Pension plan contributions
total $23,989 · program services $12,134 · management and general $9,477 · fundraising $2,378
-
9 · Other employee benefits
total $81,433 · program services $41,190 · management and general $32,170 · fundraising $8,073
-
10 · Payroll taxes
total $56,363 · program services $28,509 · management and general $22,266 · fundraising $5,588
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $350,869 · program services $317,173 · management and general $33,696
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $73,052 · program services $45,216 · management and general $26,540 · fundraising $1,296
-
17 · Travel
total $10,516 · program services $5,542 · management and general $4,922 · fundraising $52
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $49,186 · program services $32,691 · management and general $13,063 · fundraising $3,432
-
23 · Insurance
total $18,810 · program services $11,404 · management and general $7,080 · fundraising $326
-
24a · Other expenses: Special Events - Indirect exp
total $228,625 · fundraising $228,625
-
24b · Other expenses: Supplies
total $155,815 · program services $152,048 · management and general $3,767
-
24c · Other expenses: Program event expense
total $114,531 · program services $114,531
-
24d · Other expenses: Miscellaneous
total $39,418 · program services $213 · management and general $36,933 · fundraising $2,272
-
24e · All other expenses
total $10,178 · program services $7,457 · management and general $1,366 · fundraising $1,355
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $205,574 · end of year $266,253
-
2 · Savings and temporary cash investments
beginning of year $354,559 · end of year $105,104
-
3 · Pledges and grants receivable
beginning of year $489,431 · end of year $217,259
-
4 · Accounts receivable
beginning of year $4,285 · 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 $41,380 · end of year $11,527
-
10a · Land, buildings and equipment: cost or other basis
$355,007
-
10b · Land, buildings and equipment: accumulated depreciation
$137,989
-
10c · Land, buildings and equipment, net
beginning of year $266,204 · end of year $217,018
-
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
beginning of year $253,735 · end of year $204,614
-
17 · Accounts payable and accrued expenses
beginning of year $215,036 · end of year $99,888
-
19 · Deferred revenue
end of year $40,611
-
25 · Other liabilities
beginning of year $264,449 · end of year $213,185
-
27 · Net assets without donor restrictions
beginning of year $545,100 · end of year $333,387
-
28 · Net assets with donor restrictions
beginning of year $590,583 · end of year $334,704
Mission and programs · 2024
Mission
Cultivate impactful partnerships and learning pathways that inspire and prepare all youth for a stem-enabled future.
-
Curriculum & Resources: Expenses - $235,172; Grants - $18,968Tulsa Regional STEM Alliance is dedicated to providing educators with access to high-quality instructional materials. Lack of access to resources or quality curriculum can limit an educators ability to provide valuable learning experiences for students. This especially impacts students from underserved and underrepresented populations who experience lower per student spending on instruction. TRSA provides access to these resources and curriculum, so youth are surrounded by opportunities that excite them about STEM, propel them forward, and generate confidence in facilitating STEM experiences for educators. Key projects in 2024 included expansion of STEM Shoppe resources saving schools nearly $350,000; the second and final year of the OpenSciEd Elementary Science curriculum pilot that will make excellent elementary curriculum free across Oklahoma; over 12,000 STEM in a Bags helping to ensure families and communities can access STEM anywhere in our community, and $25,000 in grants for in- and out-of-school time STEM curriculum and resources.Professional Development: Expenses - $196,652; Grants - $10,143The Professional Development program ensures that educators across Northeastern Oklahoma are confident in facilitating STEM experiences in order to drive student success. To achieve this outcome, educators should view TRSA as a trusted source for evidence-based resources and pathways that will help inspire and prepare students. Key projects in 2024 included the continuation of SENSEsational Science PD and Exponential Growth Math PD, along with numerous training opportunities designed to expand capacity for STEM educators across Oklahoma.Ecosystem: Expenses - $241,644; Grants - $22,000TRSA recognizes the importance of partners to build a diverse and robust STEM ecosystem. It is the goal of TRSA for STEM Ecosystem Partners to value their membership because it strengthens and amplifies their work and that of the Alliance. The major investment for 2024 was the ongoing development of Momentum, a digital badge project that serves as an underpinning strategy for continuous improvement and collective impact for our partners. 400 badges were issued in 2024! PEAR evaluation services were also made freely available for all Alliance partners.Other: Expenses - $591,022; Grants - $77,558Various programs conducted throughout 2024 including summer and school year STEM camps, programs, and competitions.
Expenses $1,264,490 · Grants $121,669
As filed on the 2024 return.
Listed in Part VII
-
Levi Patrick
Executive Dir.
- Total calculated
- $132,484
- From this org
- $125,995
- From related orgs
- $0
- Other
- $6,489
- Hours/week
- 40
-
Emily Mortimer
VP Ecosystems
- Total calculated
- $105,712
- From this org
- $100,221
- From related orgs
- $0
- Other
- $5,491
- Hours/week
- 40
-
Mandy Monahan
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Travis White
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michael Daniel
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Stephani Wagoner
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Vickers-Regan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary Hausman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Erin Armstrong
Director
- Total calculated
- $0
- Hours/week
- 1
-
Angela Kouplen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Beatriz Paulina Baeza-Denis
Director
- Total calculated
- $0
- Hours/week
- 1
-
Yas Nakayama
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Schwarz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kaila Harjo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tyrance Billingsley II
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine Koerner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kulsum Siddiqui
Director
- Total calculated
- $0
- Hours/week
- 1
-
Conor Godfrey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cheena Pazzo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joshua Walton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Annie Tomecek
Director
- Total calculated
- $0
- Hours/week
- 1
-
Xavier Villareal
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
-
$10,000
STEM PROJECTS
-
Okeene Public Schools
$8,000
STEM PROJECTS
-
$6,968
STEM PROJECTS
-
Oklahoma State University
$5,480
STEM PROJECTS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533169349308223
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