Form 990 for tax year 2023
Filed by TULSA REGIONAL STEM ALLIANCE INC.
Totals
- Total revenue
- $2,346,429
- Total expenses
- $2,203,748
- Contributions and grants received
- $2,339,366
- Grants paid
- $329,251
- Program service revenue
- $0
- Investment income
- $2,513
- Other revenue
- $4,550
- Total assets, end of year
- $1,615,168
- Total liabilities, end of year
- $479,485
- Net assets or fund balances, end of year
- $1,135,683
- Program services expenses (Part IX)
- $1,437,303
- Management and general expenses
- $417,943
- Fundraising expenses
- $348,502
- Program service expenses (Part III)
- $1,437,303
Program services were 65.2% 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
$1,026,863
-
1f · All other contributions, gifts and grants
$1,236,503
-
1g · Noncash contributions included above
$110,140
-
3 · Investment income
total $2,513 · related or exempt $2,513
-
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
$286,034
-
8a · Fundraising events: contributions included on line 1c
$1,026,863
-
8b · Fundraising events: direct expenses
$286,034
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other Income
total $4,550 · related or exempt $4,550
-
11e · Other revenue, total
$4,550
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $322,303 · program services $322,303
-
2 · Grants to domestic individuals
total $6,948 · program services $6,948
-
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 $127,424 · program services $22,936 · management and general $104,488
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $558,990 · program services $378,751 · management and general $86,575 · fundraising $93,664
-
8 · Pension plan contributions
total $16,790 · program services $10,243 · management and general $4,020 · fundraising $2,527
-
9 · Other employee benefits
total $64,193 · program services $39,900 · management and general $17,027 · fundraising $7,266
-
10 · Payroll taxes
total $53,376 · program services $31,363 · management and general $14,626 · fundraising $7,387
-
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 $344,576 · program services $257,283 · management and general $87,293
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $71,305 · program services $41,720 · management and general $28,020 · fundraising $1,565
-
17 · Travel
total $51,018 · program services $48,734 · management and general $2,255 · fundraising $29
-
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 $49,745 · program services $33,807 · management and general $12,933 · fundraising $3,005
-
23 · Insurance
total $18,260 · program services $13,043 · management and general $5,217
-
24a · Other expenses: Special Events - Indirect exp
total $230,984 · fundraising $230,984
-
24b · Other expenses: Supplies
total $152,945 · program services $148,253 · management and general $4,692
-
24c · Other expenses: Program event expense
total $67,736 · program services $67,736
-
24d · Other expenses: Miscellaneous
total $33,599 · program services $4 · management and general $32,707 · fundraising $888
-
24e · All other expenses
total $33,556 · program services $14,279 · management and general $18,090 · fundraising $1,187
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $245,646 · end of year $205,574
-
2 · Savings and temporary cash investments
beginning of year $694,972 · end of year $354,559
-
3 · Pledges and grants receivable
beginning of year $112,710 · end of year $489,431
-
4 · Accounts receivable
beginning of year $14,778 · end of year $4,285
-
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 $96 · end of year $41,380
-
10a · Land, buildings and equipment: cost or other basis
$355,007
-
10b · Land, buildings and equipment: accumulated depreciation
$88,803
-
10c · Land, buildings and equipment, net
beginning of year $298,052 · end of year $266,204
-
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 $302,110 · end of year $253,735
-
17 · Accounts payable and accrued expenses
beginning of year $385,325 · end of year $215,036
-
25 · Other liabilities
beginning of year $309,967 · end of year $264,449
-
27 · Net assets without donor restrictions
beginning of year $587,225 · end of year $545,100
-
28 · Net assets with donor restrictions
beginning of year $385,847 · end of year $590,583
Mission and programs · 2023
Mission
Cultivate impactful partnerships and learning pathways that inspire and prepare all youth for a stem-enabled future.
-
Mentoring: Expenses - $253,857; Grants - $86,400In 2023, our mentorship program encompassed two of our largest and most establishedprojects: "Me and My Math Mentor and Space Week." The "Me and My Math Mentor"initiative delivered over 1,000 hours of mentorship to elementary students, with a focus on enhancing math competency and literacy skills. "Space Week" provided exposure to aerospace and aviation careers for more than 1,000 students across northeastern Oklahoma. Notably, students who participated in "Space Week" reported a 22.8-point increase in their belief that they are STEM individuals after attending the event. Overall, our mentorship efforts reached 2,125 students, offering them valuable STEM experiences and opportunities to connect with STEM professionals, fostering a sense of belonging within the STEM community. Curriculum & Resources: Expenses - $191,115; Grants - $125,952The Curriculum and Resource Program area offers a comprehensive library of STEMmaterials available for educators to utilize and borrow. This area also includes the "STEM in a Bag" initiative, which provides take-home STEM activities paired with an in-depth curriculum, and the OpenSciEd field test, for which TRSA serves as the state lead in this national curriculum pilot. In 2023, 15,855 "STEM in a Bag" activities were distributed across the state, offering all necessary materials, curriculum, literary connections, and extensions to complete each activity. The OpenSciEd initiative successfully piloted a statewide, open-access, high-quality elementary science curriculum, with 100% of participants affirming its usefulness and relevance to their students' lived experiences. Additionally, the STEM Shoppe, available to Tulsa-based educators, resulted in over$249,000 in material cost savings for schools, thanks to the resources borrowedthroughout the year. Altogether, this program area facilitated STEM experiences for more than 40,000 students.Professional Development: Expenses - $169,921; Grants - $10,000TRSA provides extensive professional learning opportunities to empower and equip PK-12 teachers and informal educators to bring high-impact learning opportunities to their students. In 2023, programs such as exponential growth, code.org, and senseational science, plus 40 additional professional development experiences served 921 educators from nearly 100 school districts, totaling 6,202 hours of hands-on professional learning for educators across the state.Other: Expenses - $822,410; Grants - $99,951Various programs conducted throughout 2023 including summer and school year STEM camps, programs, and competitions.
Expenses $1,437,303 · Grants $329,251
As filed on the 2023 return.
Listed in Part VII
-
Levi Patrick
Executive Dir.
- Total calculated
- $127,424
- From this org
- $124,274
- From related orgs
- $0
- Other
- $3,150
- Hours/week
- 40
-
Stephanie Regan
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Mandy Monahan
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michael Daniel
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Christine Koerner
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Lucia Oberle
Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Mary Hausman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rachel James
Director
- Total calculated
- $0
- Hours/week
- 1
-
Angela Kouplen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Erin Lester
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
-
Paulina Baeza
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tyrance Billingsley II
Director
- Total calculated
- $0
- Hours/week
- 1
-
Patti Burton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Caitlin Crane
Director
- Total calculated
- $0
- Hours/week
- 1
-
Conor Godfrey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Garrison Haning
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kulsum Siddiqui
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ray Vandiver
Director
- Total calculated
- $0
- Hours/week
- 1
-
Xavier Villareal
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stephani Wagoner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Josh Walton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Travis White
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
-
$85,000
STEM PROJECTS
-
Tulsa Public Schools
$47,894
STEM PROJECTS
-
$14,427
STEM PROJECTS
-
$11,946
STEM PROJECTS
-
$11,088
STEM PROJECTS
-
$10,802
STEM PROJECTS
-
Primitive Solutions LLC
$10,000
STEM PROJECTS
-
$8,997
STEM PROJECTS
-
Freedom Hill Baptist Church
$8,516
STEM PROJECTS
-
$8,200
STEM PROJECTS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423179349304532
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