Civic Intelligence

Latino STEM Alliance Inc

990 • Fiscal year 2018 • EIN 27-1941096

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 08, 2019

20 Moraine StBoston, MA 02130

(508) 309-9337

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-3.1%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

43rd percentile

-3.0%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$177,419

Down $42,701 (-19%) from 2016

Net Assets

Down

$174,851

Down $37,523 (-18%) from 2016

Liabilities

Down

$2,568

Down $5,178 (-67%) from 2016

Revenue

Down

$281,726

Down $17,942 (-6.0%) from 2016

Expenses

Up

$290,593

Up $89,663 (+45%) from 2016

Net Income

Down

-$8,867

Down $107,605 (-109%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2014: $118,826Liabilities 2014: $0Net Assets 2014: $118,8262014Assets 2015: $117,585Liabilities 2015: $2,868Net Assets 2015: $114,7172015Assets 2016: $220,120Liabilities 2016: $7,746Net Assets 2016: $212,3742016Assets 2018: $177,419Liabilities 2018: $2,568Net Assets 2018: $174,8512018Assets 2020: $135,403Liabilities 2020: $5,123Net Assets 2020: $130,2802020Assets 2021: $154,628Liabilities 2021: $18,371Net Assets 2021: $136,2572021Assets 2022: $155,797Liabilities 2022: $9,168Net Assets 2022: $146,6292022Assets 2023: $75,754Liabilities 2023: $19,347Net Assets 2023: $56,4072023Assets 2024: $26,972Liabilities 2024: $21,709Net Assets 2024: $5,2632024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$177,419
Liabilities$2,568
Net Assets$174,851

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2014: $171,230Expenses 2014: $104,854Net Income 2014: $66,3762014Revenue 2015: $126,714Expenses 2015: $130,823Net Income 2015: -$4,1092015Revenue 2016: $299,668Expenses 2016: $200,930Net Income 2016: $98,7382016Revenue 2018: $281,726Expenses 2018: $290,593Net Income 2018: -$8,8672018Revenue 2020: $209,634Expenses 2020: $252,627Net Income 2020: -$42,9932020Revenue 2021: $248,874Expenses 2021: $242,897Net Income 2021: $5,9772021Revenue 2022: $326,729Expenses 2022: $316,357Net Income 2022: $10,3722022Revenue 2023: $179,845Expenses 2023: $270,067Net Income 2023: -$90,2222023Revenue 2024: $135,048Expenses 2024: $186,192Net Income 2024: -$51,1442024Revenue 2025: $45,238Expenses 2025: $50,501Net Income 2025: -$5,2632025

Highlighted filing

2018

Revenue$281,726
Expenses$290,593
Net Income-$8,867
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 8, 2019
Return Version
2017v2.0
Gross Receipts
$281,726
Mission and Program Overview

Mission

To inspire and empower underserved youth to achieve academic and career success in STEM fields

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$109,562$89,421▼ $20,141
Cash and Non-Interest-Bearing Accounts$49,373$74,569▲ $25,196
Savings and Temporary Cash Investments$35,465$13,429▼ $22,036
Inventories for Sale or Use$1,978$0▼ $1,978
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$196,378$177,419▼ $18,959
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,660$2,568▼ $10,092
Total Liabilities$12,660$2,568▼ $10,092
Net Assets / Fund Balance
Temporarily Rstr Net Assets$144,437$168,565▲ $24,128
Unrestricted Net Assets$39,281$6,286▼ $32,995
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$183,718$174,851▼ $8,867
Total Liabilities and Net Assets / Fund Balance$196,378$177,419▼ $18,959
Compensation and Service Providers

Board Members and Trustees

NameTitle
Reinier MoquetePresident
Joe MonroyDirector
Lucille SperaDirector
Trish TorizzoDirector
Emily ShamiehClerk
Raul PorrasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$246,155
Program Service Revenue
$17,220
Investment Income
$9
Other Revenue
$18,342
All Other Contributions
$226,310
Change in Net Assets
$-8,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$157,909
Other Expenses$125,599
Total Fundraising Expense$14,231
Professional Fundraising Fees$7,034
Grants and Similar Amounts Paid$51

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$120,860$2,430$2,430$125,720
Fees for Services Other$46,223$7,342$3,500$57,065
Payroll Taxes$22,759$835$590$24,184
Payments to Affiliates$10,410--$10,410
Other Employee Benefits$7,695$155$155$8,005
Other Expenses$5,664$2,030$22$7,716
Fees for Services Professional Fundraising--$7,034$7,034
Information Technology-$6,097-$6,097
Fees for Services Accounting-$3,954-$3,954
Office Expenses$1,135$2,311-$3,446
Insurance-$2,979-$2,979
Depreciation Depletion$1,978--$1,978
Fees for Services Legal-$1,195-$1,195
Travel$639$82$165$886
Advertising-$140$335$475
Grants to Domestic Individuals$51--$51
Conferences and Meetings$50--$50
Total Functional Expenses$241,367$34,995$14,231$290,593
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$7,034
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The organization's by-laws were amended on 10/30/2017. Material changes included board member term limits and minimum board membership requirements

Form 990, Part VI, Section A, Line 9

Emily Shamieh, President. 20 Moraine St. Boston, MA 02130. Lucille Spera, Clerk. 51 Francis St. Marlborough, MA 01752. Raul Porras, Treasurer. 241 Hosmer St. Marlborough, MA 01752. Reinier Moquete, director. 37 Lowell St. Malden, MA 02148. Trish Torizzo, director. 16 Vine St. Franklin, MA 02038. Joe Monroy, director. 54 Draper Ave, Westwood, MA 02090

Form 990, Part VI, Section B, Line 11B

Process for board review of form 990: The return preparer e-mails a copy of the completed form 990 to each board member prior to filing. Reviewed financial statements are distributed to all board members via email and then reviewed at a board meeting prior to form 990 filing and approved by vote on 6/27/2019. Board members are encouraged to review and submit any comments prior to IRS submission, but no formal review of form 990 is scheduled during any board meetings prior to IRS submission. Post-submission, the board plans to include a review of any outstanding board questions during the next scheduled board meeting.

Form 990, Part VI, Section B, Line 15

The board of directors reviews and approves compensation of the Executive Director. For the current tax year, compensation was set during the search process which included consultation with third parties and discussion within the search committee (formed exclusively by board members). No material changes were made to the Executive Director's compensation during the tax year.

Form 990, Part VI, Section C, Line 19

Governing documents are currently only available by request. A conflict of interest policy has not been documented. Financial statements are available to the public upon request and as part of publicly available filings (MA State Form PC, details on this form 990)

Form 990, Part VIII, Line 11A 11B 11C

Due to fraudulent debit card transactions detected on the organization's bank account during FY2017 (1-1-2017 through 8-31-2017), a charge of $17,931 was made and reported during FY2017. This temporary charge was recovered on 9-8-2017 and therefore appears as "other revenue" under Part VIII, line 11a. This charge was also reported (as an expense) on the short year form 990-EZ for the period ending 8-31-2017

Filing and Contact Details

Filer

Filer Name
Latino STEM Alliance Inc
EIN
27-1941096
Phone
5083099337
Address
20 MORAINE ST, BOSTON, MA 02130

Signing Officer

Name
Raul Porras
Title
Treasurer
Phone
5083099337
Signed
2019-07-08

Organization Details

Principal Officer
Emily Shamieh
Formed
2010
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
3
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other services include: $23,831 in facilitator stipends, $14,500 in education consultants (curriculum development and support), $5,000 in ED Search firm fees, $5,000 in event planning fees, $4,000 in organizational development consulting fees, $2,341 in payroll service fees, and $2,210 in contracted transportation services

Raw XML AppendixShowing 400 of 500 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ProgramServicesAmt24383
IRS990/OtherExpensesGrp/ProgramServicesAmt35664
IRS990/OtherExpensesGrp/TotalAmt019520
IRS990/OtherExpensesGrp/TotalAmt15445
IRS990/OtherExpensesGrp/TotalAmt24383
IRS990/OtherExpensesGrp/TotalAmt37716
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc02017 Fraud Expense Refund. FY17 charge recovered on 9-8-17
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017931
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017931
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt017931
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02430
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02430
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0120860
IRS990/OtherSalariesAndWagesGrp/TotalAmt0125720
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt010410
IRS990/PaymentsToAffiliatesGrp/TotalAmt010410
IRS990/PayrollTaxesGrp/FundraisingAmt0590
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0835
IRS990/PayrollTaxesGrp/ProgramServicesAmt022759
IRS990/PayrollTaxesGrp/TotalAmt024184
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0109562
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt089421
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0EMILY SHAMIEH
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Boston & Lawrence robotics 2017/2018
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017220
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017220
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Gearheadz FRC Team robotics (affiliated organization). The filing organization provides fiscal sponsorship for the Lawrence High School FIRST Robotics Challenge team "Gearheadz" serving 6-15 students throughout the school year
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010410
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0900
IRS990/ProgSrvcAccomActy3Grp/Desc0NA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0121880
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt07
IRS990/PYOtherExpensesAmt069177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029747
IRS990/PYRevenuesLessExpensesAmt0-28629
IRS990/PYSalariesCompEmpBnftPaidAmt0108556
IRS990/PYTotalExpensesAmt0180263
IRS990/PYTotalProfFndrsngExpnsAmt02030
IRS990/PYTotalRevenueAmt0151634
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8867
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0900
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0245239
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035465
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013429
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Figures for column (e) are the aggregate revenue figures for the short year FY2017 (1-1-2017 through 8-31-2017) and the period included in this filing (9-1-2017 through 8-31-2018)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0368042
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0253558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0155159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0975526
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0187
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0170787
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50530
IRS990ScheduleA/PublicSupportPY170Pct00.9997
IRS990ScheduleA/PublicSupportTotal170Amt0493026
IRS990ScheduleA/SubstantialContributorsTotAmt0482500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0368042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0253558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0155159
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085314
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0975526
IRS990ScheduleA/TotalSupportAmt0975713
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

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