Civic Intelligence

STEM Education Coalition Inc

990 • Fiscal year 2016 • EIN 47-2094530

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

2000 M Street NW No 520Washington, DC 20036

(202) 400-2192

Siviq Scores

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

Liabilities / Assets

95th percentile

0.91x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

109%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-8.7%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$42,974

Up $22,453 (+109%) from 2015

Net Assets

Down

$3,849

Down $16,672 (-81%) from 2015

Liabilities

Up

$39,125

Up $39,125 from 2015

Revenue

Down

$228,509

Down $21,894 (-8.7%) from 2015

Expenses

Up

$245,181

Up $15,299 (+6.7%) from 2015

Net Income

Down

-$16,672

Down $37,193 (-181%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $20,521Liabilities 2015: $0Net Assets 2015: $20,5212015Assets 2016: $42,974Liabilities 2016: $39,125Net Assets 2016: $3,8492016Assets 2017: $44,354Liabilities 2017: $30,000Net Assets 2017: $14,3542017Assets 2018: $26,501Liabilities 2018: $24,553Net Assets 2018: $1,9482018Assets 2019: $41,501Liabilities 2019: $21,250Net Assets 2019: $20,2512019Assets 2020: $39,001Liabilities 2020: $11,685Net Assets 2020: $27,3162020Assets 2021: $39,000Liabilities 2021: $0Net Assets 2021: $39,0002021Assets 2022: $44,002Liabilities 2022: $13,258Net Assets 2022: $30,7442022Assets 2023: $59,353Liabilities 2023: $20,354Net Assets 2023: $38,9992023Assets 2024: $54,158Liabilities 2024: $15,159Net Assets 2024: $38,9992024

Highlighted filing

2016

Assets$42,974
Liabilities$39,125
Net Assets$3,849

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $250,403Expenses 2015: $229,882Net Income 2015: $20,5212015Revenue 2016: $228,509Expenses 2016: $245,181Net Income 2016: -$16,6722016Revenue 2017: $202,359Expenses 2017: $191,852Net Income 2017: $10,5072017Revenue 2018: $219,512Expenses 2018: $231,918Net Income 2018: -$12,4062018Revenue 2019: $245,014Expenses 2019: $226,711Net Income 2019: $18,3032019Revenue 2020: $175,017Expenses 2020: $167,951Net Income 2020: $7,0662020Revenue 2021: $240,008Expenses 2021: $228,324Net Income 2021: $11,6842021Revenue 2022: $220,006Expenses 2022: $228,262Net Income 2022: -$8,2562022Revenue 2023: $210,396Expenses 2023: $202,141Net Income 2023: $8,2552023Revenue 2024: $213,233Expenses 2024: $213,233Net Income 2024: $02024

Highlighted filing

2016

Revenue$228,509
Expenses$245,181
Net Income-$16,672
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$228,509
Mission and Program Overview

Mission

The mission of the stem education coalition is to elevate science, technology, engineering, and mathematics education as a public policy priority at the federal and state level through legislation, budget, and spending priorities, and education policies.

The coalition is a nonprofit organization organized principally to develop and advocate for legislation, regulations, and government programs to improve and advance science, technology, engineering and mathematics education as a national priority

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$32,500-
Cash and Non-Interest-Bearing Accounts$20,000$10,003▼ $9,997
Rtn Earn Endowment Incm Other Fnds$20,521$3,849▼ $16,672
Prepaid Expenses and Deferred Charges$521$471▼ $50
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,521$42,974▲ $22,453
Liabilities
Accounts Payable and Accrued Expenses-$39,125-
Total Liabilities$0$39,125▲ $39,125
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,521$3,849▼ $16,672
Total Liabilities and Net Assets / Fund Balance$20,521$42,974▲ $22,453
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jodi PetersonPresident
Allyson KnoxDirector
Judith Opert SandlerDirector
Ken KrehbielDirector
Lauren E PoseyDirector
Melissa CarlDirector
James F Brown IiiExecutive Director
Steve AlexanderTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bose Public Affairs GroupManagement Svcs.,consulting, Travel And111 MONUMENT CIRCLE SUITE 2700, Indianapolis, IN 46204$203,482
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$223,500
Investment Income
$9
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-16,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,181
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$229,020--$229,020
Fees for Services Accounting-$8,500-$8,500
Insurance-$2,876-$2,876
Travel$1,716--$1,716
Conferences and Meetings$729--$729
Advertising-$639-$639
Fees for Services Legal-$510-$510
Other Expenses$167$135-$135
Total Functional Expenses$231,632$13,549$0$245,181
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$178,800
Total Nondeductible Lobbying and Political Cost$178,800
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

Bose public affairs group has been engaged to perform a wide range of public affairs, government affairs, communications, association management and business services on stem education coalition's behalf. Bose public affairs group's efforts are overseen by the coalition's board of directors.

Form 990, Part VI, Section A, Line 6

The coalition's leadership councils sets the policy agenda and overall objectives for the group and plays an active role in direct advocacy with policymakers council members support the organization through annual membership dues

Form 990, Part VI, Section A, Line 7A

Coalition leadership has the authority to appoint a chief executive officer position

Form 990, Part VI, Section A, Line 7B

Coalition leadership makes all recommendations

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

The 990 is reviewed by coalition leadership before filed.

Form 990, Part VI, Section B, Line 12C

The policy is reviewed at a coalition meeting and annually leadership is required to sign the policy to ensure compliance

Form 990, Part VI, Section C, Line 19

Tax returns, governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Stem Education Coalition Inc
EIN
47-2094530
Phone
2024002192
Address
2000 M STREET NW NO 520, WASHINGTON, DC 20036

Signing Officer

Name
James F Brown Iii
Title
Executive Director
Phone
2024002192
Signed
2017-11-08

Organization Details

Principal Officer
James F Brown Iii
Formed
2015
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
London Witte Group LLC
Address
1776 N MERIDIAN ST SUITE 500, INDIANAPOLIS, IN 46202
Preparer
Stacy L Murphy
Phone
3176344747
Supplemental Narrative

Financial Statement Notes

Schedule D Part XIV

The coalition operates as a nonprofit organization as provided for in section 501(c)(4) of the internal revenue code, and therefore is exempt from income taxes. The coalition has their initial tax year of 2015 open for both federal and state filings. They have received no communication regarding these filings from federal or state taxing authorities and accordingly, no penalties or interest has been included in these financial statements. The coalition follows "accounting for uncertainty in income taxes." the generally accepted accounting principal provides detailed guidance for the financial statement recognition, measurement and disclosure of uncertain tax positions recognized in an enterprise's financial statements. The accounting principal requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this accounting principal does not have a material effect on its financial position, results of operations or cash flows as the coalition does not believe they are taking any uncertain tax positions.

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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AggregateReportedDuesNtcAmt0178800
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0223500
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0178800
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0178800
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COALITION OPERATES AS A NONPROFIT ORGANIZATION AS PROVIDED FOR IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE, AND THEREFORE IS EXEMPT FROM INCOME TAXES. THE COALITION HAS THEIR INITIAL TAX YEAR OF 2015 OPEN FOR BOTH FEDERAL AND STATE FILINGS. THEY HAVE RECEIVED NO COMMUNICATION REGARDING THESE FILINGS FROM FEDERAL OR STATE TAXING AUTHORITIES AND ACCORDINGLY, NO PENALTIES OR INTEREST HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. THE COALITION FOLLOWS "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES." THE GENERALLY ACCEPTED ACCOUNTING PRINCIPAL PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. THE ACCOUNTING PRINCIPAL REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS ACCOUNTING PRINCIPAL DOES NOT HAVE A MATERIAL EFFECT ON ITS FINANCIAL POSITION, RESULTS OF OPERATIONS OR CASH FLOWS AS THE COALITION DOES NOT BELIEVE THEY ARE TAKING ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D PART XIV
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOSE PUBLIC AFFAIRS GROUP HAS BEEN ENGAGED TO PERFORM A WIDE RANGE OF PUBLIC AFFAIRS, GOVERNMENT AFFAIRS, COMMUNICATIONS, ASSOCIATION MANAGEMENT AND BUSINESS SERVICES ON STEM EDUCATION COALITION'S BEHALF. BOSE PUBLIC AFFAIRS GROUP'S EFFORTS ARE OVERSEEN BY THE COALITION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COALITION'S LEADERSHIP COUNCILS SETS THE POLICY AGENDA AND OVERALL OBJECTIVES FOR THE GROUP AND PLAYS AN ACTIVE ROLE IN DIRECT ADVOCACY WITH POLICYMAKERS COUNCIL MEMBERS SUPPORT THE ORGANIZATION THROUGH ANNUAL MEMBERSHIP DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COALITION LEADERSHIP HAS THE AUTHORITY TO APPOINT A CHIEF EXECUTIVE OFFICER POSITION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COALITION LEADERSHIP MAKES ALL RECOMMENDATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 IS REVIEWED BY COALITION LEADERSHIP BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE POLICY IS REVIEWED AT A COALITION MEETING AND ANNUALLY LEADERSHIP IS REQUIRED TO SIGN THE POLICY TO ENSURE COMPLIANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020521
IRS990/TotalAssetsEOYAmt042974
IRS990/TotalAssetsGrp/BOYAmt020521
IRS990/TotalAssetsGrp/EOYAmt042974
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013549
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0231632
IRS990/TotalFunctionalExpensesGrp/TotalAmt0245181
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt039125
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt039125
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020521
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03849
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0231632
IRS990/TotalProgramServiceRevenueAmt0223500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0223500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228509
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020521
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042974
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01716
IRS990/TravelGrp/TotalAmt01716
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02000 M STREET NW SUITE 520
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0STEMEDCOALITION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F BROWN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02024002192
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEM EDUCATION COALITION INC
ReturnHeader/Filer/BusinessNameControlTxt0STEM
ReturnHeader/Filer/EIN0472094530
ReturnHeader/Filer/PhoneNum02024002192
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 M STREET NW NO 520
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId066D38329F866EFD9FC125211D0D9997FE30369B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C012D002BF6A72B5E0D4B0F994EA9967ED575BFC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.53.252.130
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:15:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363163136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONDON WITTE GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 N MERIDIAN ST SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046202
ReturnHeader/PreparerPersonGrp/PhoneNum03176344747
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY L MURPHY
ReturnHeader/ReturnTs02017-11-10T15:42:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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