Civic Intelligence

STEM Education Coalition Policy Forum

990 • Fiscal year 2023 • EIN 47-2110130

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization ProfileWWW.STEMEDCOALITION.ORG/POLICY-FORUM
777 6th Street NW 510Washington, DC 20001

(202) 400-2192

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.1%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$227,147

Up $8,632 (+4.0%) from 2022

Net Assets

Up

$227,147

Up $8,632 (+4.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin51st percentile

Revenue

Up

$237,709

Up $189 (+0.1%) from 2022

Expenses

Up

$229,077

Up $10,056 (+4.6%) from 2022

Net Income

Down

$8,632

Down $9,867 (-53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$300K$200K$100K$0Assets 2015: $16,001Liabilities 2015: $0Net Assets 2015: $16,0012015Assets 2016: $59,101Liabilities 2016: $950Net Assets 2016: $58,1512016Assets 2017: $92,967Liabilities 2017: $5,950Net Assets 2017: $87,0172017Assets 2018: $123,479Liabilities 2018: $9,040Net Assets 2018: $114,4392018Assets 2019: $214,819Liabilities 2019: $750Net Assets 2019: $214,0692019Assets 2020: $191,002Liabilities 2020: $3,447Net Assets 2020: $187,5552020Assets 2021: $200,016Liabilities 2021: $0Net Assets 2021: $200,0162021Assets 2022: $218,515Liabilities 2022: $0Net Assets 2022: $218,5152022Assets 2023: $227,147Liabilities 2023: $0Net Assets 2023: $227,1472023Assets 2024: $190,313Liabilities 2024: $0Net Assets 2024: $190,3132024

Highlighted filing

2023

Assets$227,147
Liabilities$0
Net Assets$227,147
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $65,025Expenses 2015: $49,024Net Income 2015: $16,0012015Revenue 2016: $105,019Expenses 2016: $62,869Net Income 2016: $42,1502016Revenue 2017: $115,016Expenses 2017: $86,150Net Income 2017: $28,8662017Revenue 2018: $126,500Expenses 2018: $99,078Net Income 2018: $27,4222018Revenue 2019: $190,778Expenses 2019: $91,148Net Income 2019: $99,6302019Revenue 2020: $150,545Expenses 2020: $177,059Net Income 2020: -$26,5142020Revenue 2021: $180,017Expenses 2021: $167,556Net Income 2021: $12,4612021Revenue 2022: $237,520Expenses 2022: $219,021Net Income 2022: $18,4992022Revenue 2023: $237,709Expenses 2023: $229,077Net Income 2023: $8,6322023Revenue 2024: $180,750Expenses 2024: $217,584Net Income 2024: -$36,8342024

Highlighted filing

2023

Revenue$237,709
Expenses$229,077
Net Income$8,632
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$237,709
Mission and Program Overview

Mission

To focus on developing a deeper understanding of emerging and critical stem education policy issues. The policy forum aims to keep stakeholders informed about policy issues through organizing public events, publications, hosting policy roundtables and other informational public function.

To focus on developing a deeper understanding of emerging and critical stem education policy issues. The policy forum aims to keep stakeholders informed about policy issues through organizing public events, publications, hosting policy roundtables and other informational public functions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$218,515$227,147▲ $8,632
Savings and Temporary Cash Investments-$200,022-
Cash and Non-Interest-Bearing Accounts$218,515$25,625▼ $192,890
Accounts Receivable-$1,500-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$218,515$227,147▲ $8,632
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$218,515$227,147▲ $8,632
Total Liabilities and Net Assets / Fund Balance$218,515$227,147▲ $8,632
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Todd MannChair
Allyson KnoxDirector
Anita KrishnamurthiDirector
Anthony PitagnoDirector
Erika ShugartDirector
Karen HortingDirector
Ken KrehbielDirector
Stewart BarberDirector
Thomas PhillipsDirector
Tyler KloefkornDirector
James F Brown IiiExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Bose Public Affairs Group LLCManagement Services & Consulting111 MONUMENT CIRCLE SUITE 2700, Indianapolis, IN 46204$228,000
Revenue and Support

Revenue Composition

Contributions and Grants
$237,500
Program Service Revenue
$0
Investment Income
$209
Other Revenue
$0
All Other Contributions
$237,500
Change in Net Assets
$8,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$229,077
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$228,000--$228,000
Insurance-$1,077-$1,077
Total Functional Expenses$228,000$1,077$0$229,077
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

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

“Form 990 will be provided to members of the board once complete at the meeting closest to completion date.”

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

“The policy is reviewed at a coalition meeting annually. Leadership is required to sign the policy to ensure compliance.”

Form 990, Part VI, Section C, Line 19

“Coalition makes documentation available at request.”

Filing and Contact Details

Filer

Filer Name
Stem Education Coalition Policy Forum
EIN
47-2110130
Phone
2024002192
Address
777 6TH STREET NW 510, WASHINGTON, DC 20001

Signing Officer

Name
James F Brown Iii
Title
Executive Director
Phone
2024002192
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Brown Iii
Formed
2015
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
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
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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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IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE PROVIDED TO MEMBERS OF THE BOARD ONCE COMPLETE AT THE MEETING CLOSEST TO COMPLETION DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS REVIEWED AT A COALITION MEETING ANNUALLY. LEADERSHIP IS REQUIRED TO SIGN THE POLICY TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COALITION MAKES DOCUMENTATION AVAILABLE AT REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVOCATE FOR STEM EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0777 6TH STREET NW 510
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
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IRS990/VotingMembersGoverningBodyCnt010
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES F BROWN III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02024002192
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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ReturnHeader/Filer/BusinessNameControlTxt0STEM
ReturnHeader/Filer/EIN0472110130
ReturnHeader/Filer/PhoneNum02024002192
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ReturnHeader/Filer/USAddress/ZIPCd020001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-11-14T16:03:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,147
Liabilities
$0
Net assets
$227,147
Revenue
$237,709
Expenses
$229,077
Net income
$8,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$1.81$2.18$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.38$2.29$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$2.38$2.19$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$1.80$1.68$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.03$1.88$1.51$1.77$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.14$1.91$0.91$1.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.09$1.14$1.27$0.99$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.06$0.87$1.15$0.86$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.01$0.58$1.05$0.63$0.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.65$0.49$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits