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Nonprofiteer
← TULSA REGIONAL STEM ALLIANCE INC

Form 990 for tax year 2022

Filed by TULSA REGIONAL STEM ALLIANCE INC.

Totals

Total revenue
$2,090,501
Total expenses
$1,937,587
Contributions and grants received
$2,088,432
Grants paid
$474,676
Program service revenue
$0
Investment income
$2,069
Other revenue
$0
Total assets, end of year
$1,668,364
Total liabilities, end of year
$695,292
Net assets or fund balances, end of year
$973,072
Program services expenses (Part IX)
$1,262,657
Management and general expenses
$444,433
Fundraising expenses
$230,497
Program service expenses (Part III)
$1,262,657

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

    $964,082

  • 1f · All other contributions, gifts and grants

    $1,048,350

  • 3 · Investment income

    total $2,069 · unrelated business $0 · excluded $2,069

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $200,500

  • 8a · Fundraising events: contributions included on line 1c

    $964,082

  • 8b · Fundraising events: direct expenses

    $200,500

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $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 $474,676 · program services $474,676

  • 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 $112,900 · program services $19,938 · management and general $92,962

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $418,845 · program services $281,976 · management and general $94,569 · fundraising $42,300

  • 8 · Pension plan contributions

    total $13,040 · program services $7,965 · management and general $2,723 · fundraising $2,352

  • 9 · Other employee benefits

    total $37,817 · program services $20,799 · management and general $10,589 · fundraising $6,429

  • 10 · Payroll taxes

    total $39,994 · program services $17,221 · management and general $21,743 · fundraising $1,030

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $3,239 · management and general $3,239

  • 11c · Fees: accounting

    total $76,734 · management and general $76,734

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $161,929 · program services $158,453 · management and general $2,570 · fundraising $906

  • 12 · Advertising and promotion

    total $178,518 · management and general $18,734 · fundraising $159,784

  • 13 · Office expenses

    total $175,209 · program services $152,542 · management and general $22,667

  • 14 · Information technology

    total $1,173 · management and general $1,173

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $86,516 · program services $38,189 · management and general $39,495 · fundraising $8,832

  • 17 · Travel

    total $4,059 · program services $344 · management and general $3,650 · fundraising $65

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $12,423 · management and general $12,423

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $26,254 · program services $26,254

  • 23 · Insurance

    total $33,810 · program services $16,944 · management and general $8,626 · fundraising $8,240

  • 24a · Other expenses: PROGRAM EVENT

    total $47,356 · program services $47,356

  • 24b · Other expenses: BANK & SERVICE CHARGES

    total $15,219 · management and general $15,219

  • 24c · Other expenses: PRINTING & REPRODUCTION

    total $6,870 · management and general $6,870

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $5,030 · management and general $5,030

  • 24e · All other expenses

    total $5,976 · management and general $5,417 · fundraising $559

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $267,420 · end of year $245,646

  • 2 · Savings and temporary cash investments

    beginning of year $460,600 · end of year $694,972

  • 3 · Pledges and grants receivable

    beginning of year $95,749 · end of year $112,710

  • 4 · Accounts receivable

    beginning of year $4,078 · end of year $14,778

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,013 · end of year $96

  • 10a · Land, buildings and equipment: cost or other basis

    $337,110

  • 10b · Land, buildings and equipment: accumulated depreciation

    $39,058

  • 10c · Land, buildings and equipment, net

    beginning of year $21,890 · end of year $298,052

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $302,110

  • 17 · Accounts payable and accrued expenses

    beginning of year $55,592 · end of year $385,325

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $309,967

  • 27 · Net assets without donor restrictions

    beginning of year $270,329 · end of year $587,225

  • 28 · Net assets with donor restrictions

    beginning of year $549,829 · end of year $385,847

Mission and programs · 2022

Mission

CULTIVATE IMPACTFUL PARTNERSHIPS AND LEARNING PATHWAYS THAT INSPIRE AND PREPARE ALL YOUTH FOR A STEM-ENABLED FUTURE

  • TRSA collaborates closely with more than one hundred partners across the community to ensure youth have access to excellent STEM experiences beyond the school day. In 2022, collaborations with seven community partners as part of the North Tulsa STEM Hub created 907 youth experiences and ten out-of-school events. Forty-nine partners received grants totaling $142,285 to support after-school programs, summer camps, and family night experiences. Through the extensive collaborations, youth evaluations indicated statistically significant positive changes in all 21st-century skills and attitudes toward STEM, including how students see themselves as a STEM person.

    Expenses $208,700 · Grants $142,285

  • TRSA provides extensive professional learning opportunities to empower and equip PK-12 teachers and informal educators to bring high-impact learning opportunities for their students. In 2022, programs such as Exponential Growth, Code.org, and SENSEational Science, and 33 additional professional development experiences served 599 educators from 89 school districts, totaling 4,259 hours of hands-on professional learning for educators across the greater Tulsa region.

    Expenses $406,000 · Grants $202,400

  • TRSA works to create opportunities and conditions for our partners to meet their mission by promoting evidence-based learning opportunities, evaluation services, networking, and continuous improvement. In 2022, new collaborations aimed at creating the infrastructure for digital badges that will be offered to youth across the ecosystem. For the initial year, alignment with existing provider partners was prioritized so that the resulting badges would be easily and meaningfully incorporated into their existing projects and valued by providers, youth, post-secondary institutions, and employers alike.

    Expenses $178,000 · Grants $12,400

  • other various programs conducted

    Expenses $469,957 · Grants $117,591

  • through 2022 including summer and

  • school year stem camps, programs,

  • and competitions.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Levi Patrick

    Exec. Director

    Total calculated
    $112,900
    From this org
    $109,900
    From related orgs
    $0
    Other
    $3,000
    Hours/week
    40

  • Anne Adams

    TREASURER, COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DR Jacque Canady

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lucia Carballo Oberle

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Caitlin Crane

    Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Susan Crenshaw

    PAST CHAIR/Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Michael Daniel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael DuPont

    Director

    Total calculated
    $0
    Hours/week
    1

  • Garrison Haning

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cherie Humphries

    Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Rachel James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christine Koerner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Angela Kouplen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Lalla

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mandy Monahan

    Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Danielle Neves

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Townsend

    Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Ray Vandiver

    Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Vickers-Regan

    Vice-Chair

    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

  • Lisa Schwarz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Xavier Villarreal

    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349304293

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.