Civic Intelligence

STEM Next Opportunity Fund

990 • Fiscal year 2018 • EIN 81-4834326

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 16, 2019

Organization ProfileSTEMNEXT.ORG
2305 Historic Decatur RdSan Diego, CA 92106

(619) 505-9127

Siviq Scores

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

Liabilities / Assets

57th percentile

0.13x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.22x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$314,077

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,219,485

Down $1,372,201 (-25%) from 2017

Net Assets

Down

$3,657,449

Down $796,009 (-18%) from 2017

Liabilities

Down

$562,036

Down $576,192 (-51%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Down

$2,608,075

Down $6,199,451 (-70%) from 2017

Expenses

Down

$3,401,869

Down $952,199 (-22%) from 2017

Net Income

Down

-$793,794

Down $5,247,252 (-118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2017: $5,591,686Liabilities 2017: $1,138,228Net Assets 2017: $4,453,4582017Assets 2018: $4,219,485Liabilities 2018: $562,036Net Assets 2018: $3,657,4492018Assets 2019: $3,790,651Liabilities 2019: $402,343Net Assets 2019: $3,388,3082019Assets 2020: $5,313,172Liabilities 2020: $421,370Net Assets 2020: $4,891,8022020Assets 2021: $10,305,213Liabilities 2021: $893,880Net Assets 2021: $9,411,3332021Assets 2022: $11,167,712Liabilities 2022: $780,555Net Assets 2022: $10,387,1572022Assets 2023: $6,161,399Liabilities 2023: $1,942,257Net Assets 2023: $4,219,1422023Assets 2024: $5,530,908Liabilities 2024: $1,234,534Net Assets 2024: $4,296,3742024

Highlighted filing

2018

Assets$4,219,485
Liabilities$562,036
Net Assets$3,657,449
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$20M$10M$0-$10MRevenue 2017: $8,807,526Expenses 2017: $4,354,068Net Income 2017: $4,453,4582017Revenue 2018: $2,608,075Expenses 2018: $3,401,869Net Income 2018: -$793,7942018Revenue 2019: $2,482,969Expenses 2019: $2,753,264Net Income 2019: -$270,2952019Revenue 2020: $5,459,706Expenses 2020: $3,958,449Net Income 2020: $1,501,2572020Revenue 2021: $10,913,896Expenses 2021: $6,389,871Net Income 2021: $4,524,0252021Revenue 2022: $12,130,436Expenses 2022: $10,860,086Net Income 2022: $1,270,3502022Revenue 2023: $7,760,112Expenses 2023: $14,283,863Net Income 2023: -$6,523,7512023Revenue 2024: $10,459,673Expenses 2024: $10,376,037Net Income 2024: $83,6362024

Highlighted filing

2018

Revenue$2,608,075
Expenses$3,401,869
Net Income-$793,794
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 16, 2019
Return Version
2018v3.1
Gross Receipts
$2,608,075
Mission and Program Overview

Mission

Building inclusion and opportunity for millions of young people and closing the gender gap in stem careers.

STEM Next Opportunity Fund is a national leader, strategic guide, policy advocate, and investor that is bringing about a transformative expansion of high-quality and inclusive STEM learning opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,025,622$2,026,556▼ $2,999,066
Savings and Temporary Cash Investments-$1,751,921-
Investments Other Securities-$369,831-
Accounts Receivable$565,000$69,995▼ $495,005
Prepaid Expenses and Deferred Charges$1,064$1,182▲ $118
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,591,686$4,219,485▼ $1,372,201
Other Assets Total-$0-
Liabilities
Grants Payable$654,543$344,546▼ $309,997
Accounts Payable and Accrued Expenses$461,153$143,469▼ $317,684
Other Liabilities$22,531$74,021▲ $51,490
Total Liabilities$1,138,227$562,036▼ $576,191
Net Assets / Fund Balance
Unrestricted Net Assets$3,608,773$2,672,180▼ $936,593
Temporarily Rstr Net Assets$844,686$985,269▲ $140,583
Total Net Assets Fund Balance$4,453,459$3,657,449▼ $796,010
Total Liabilities and Net Assets / Fund Balance$5,591,686$4,219,485▼ $1,372,201
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald L OttingerExec Dir/ SecFT$293,760$20,317$314,077

Board Members and Trustees

NameTitle
Pendred NoycePresident
Dennis BartelsDirector
Gwynn HughesDirector
Robert B SchwartzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ties - Teaching Institute For Essential ScienStrategic AdvisorPO BOX 18050, Cleveland, OH 44118$364,483
Feldsteinco LLCFundraise Consult601 SKOKIE BLVD STE 103, Northbrook, IL 60062$195,000
Mainspring ConsultingProject Management146 BOULEVARD, Scarsdale, NY 10583$112,500
Kumar GargStrategic Advisor415 R ST NW, Washington, DC 20001$105,205
Revenue and Support

Revenue Composition

Contributions and Grants
$2,407,738
Program Service Revenue
$177,660
Investment Income
$22,677
Other Revenue
$0
All Other Contributions
$2,407,738
Change in Net Assets
$-793,794

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$100,737Fair Market Value (FMV)
Total Noncash Contributions1$100,737-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,608,075
Revenue Not Reported on Form 990
$-2,216
Total Revenue per Audited Statements
$2,605,859
Total Revenue per Form 990
$2,608,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,529,753
Grants and Similar Amounts Paid$1,034,817
Salaries, Compensation, and Employee Benefits$642,299
Total Fundraising Expense$450,177
Professional Fundraising Fees$195,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,207,403$10,808$83,788$1,301,999
Grants to Domestic Orgs$1,034,817--$1,034,817
Current Officers, Directors, Trustees, and Key Employees$153,898$47,111$113,068$314,077
Other Salaries and Wages$163,947$54,205$18,558$236,710
Fees for Services Professional Fundraising--$195,000$195,000
Travel$71,182$22,299$12,456$105,937
Pension Plan Contributions$21,245$18,693$10,776$50,714
Occupancy$21,000$12,600$8,400$42,000
Office Expenses$29,377$8,025$82$37,484
Payroll Taxes$12,876$12,297$5,696$30,869
Fees for Services Accounting-$13,194-$13,194
Other Employee Benefits$4,655$5,264$10$9,929
Fees for Services Legal-$9,232-$9,232
Insurance$2,471$5,240$549$8,260
Information Technology$1,440$5,489$711$7,640
Other Expenses$2,202$722$1,083$4,007
Total Functional Expenses$2,726,513$225,179$450,177$3,401,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,401,869
Total Expenses per Audited Statements$3,401,869
Total Expenses per Form 990$3,401,869
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Girls Scouts of the USANew York, NY501(c)3Strengthen National STEM Strategy$266,982
Envision Excellence in STEM ECleveland, OH501(c)3STEM learning Ecosystems Community$200,000
BGC of Garden GroveGarden Grove, CA501(c)3Expand Imagine Science Oc Impact$133,800
Afterschool AllianceWashington, DC501(c)3stem learning ecosystem$100,000
Techbridge GirlsOakland, CA501(c)3SF afterschool STEM curriculam$68,023
Save the Children FederationFairfield, CT501(c)3Expand WV STEM system building effo$60,000
West Virginia University FndnMorgantown, WV501(c)3Expand WV STEM system building effo$60,000
Girls Scouts of Northern CAAlameda, CA501(c)3Adapt new Space Science cirriculum$50,000
Tech Museum of InnovationSan Jose, CA501(c)3STEM educator support in developmen$50,000
BGC of Garden GroveGarden Grove, CA501(c)3Sustaining Imagine Science OC$30,000
Arkansas State UnivState Universit, AR501(c)3Access to quality STEM learning$7,000
Fund for Education ExcellenceBaltimore, MD501(c)3Access to quality STEM learning$7,000
MA Afterschool PartnershipQuincy, MA501(c)3Access to quality STEM learning$7,000
SC Afterschool AllianceColumbia, SC501(c)3Access to quality STEM learning$7,000
Save the Children FederationFairfield, CT501(c)3Access to quality STEM learning$7,000
Vermont AfterschoolBurlington, VT501(c)3Access to quality STEM learning$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$195,000
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-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
401k Payable$44,406
Accrued Vacation$24,386
Credit Card Payable$5,229
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Line 11B: Form 990 Review Process

“The draft from 990 is presented by the cpa and reviewed by the staff and governing body for accuracy and completeness.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“If a potential conflict of interest exists, the board member, staff member, consultant or other agent must fully disclose the potential conflict to the board. The interested person will absent himself or herself from any related discussion or vote, and the meeting minutes will reflect that this person is not participating in the discussion. However, the board member may request that the interested person be present during a discussion in order to provide clarifying information.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents subject to public disclosure are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Stem Next Opportunity Fund
EIN
81-4834326
Phone
6195059127
Address
2305 HISTORIC DECATUR RD, SAN DIEGO, CA 92106

Signing Officer

Name
Robert Schwartz
Title
Treasurer
Signed
2019-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald L Ottinger
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
5
Volunteers
4

Preparer

Firm
Polito Eppich Associates LLP
Address
100 E San Marcos Blvd 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
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IRS990/Desc0STEM Next Opportunity Fund is a national leader, strategic guide, policy advocate, and investor that is bringing about a transformative expansion of high-quality and inclusive STEM learning opportunities. To support this national effort, the STEM Next Opportunity Fund focuses on three main areas to achieve the highest impact: strategic grantmaking, scaling high-quality STEM learning, and increasing STEM awareness. STEM Next supports and works with partner organizations developing initiatives and networks of STEM learning regionally, statewide, and nationally. STEM Next makes targeted investments in the organizations and programs that have demonstrated impact and the potential to expand their successes. These investments contribute to an extensive infrastructure that leverages the nation's largest youth-serving organizations. In 2018, STEM Next Opportunity Fund increased its STEM system-building investments and provided resources, tools, and materials to 33 afterschool state networks. Through these activities, state networks reached over 800,000 youth and 100,000 afterschool and summer programs with high-quality STEM learning experiences. STEM Next Opportunity Funds support for the STEM Learning Ecosystem initiative allowed it to grow from 54 communities across the country to 84. Working with organizations like Girl Scouts of the USA, STEM Next supported a pilot program to increase the capacity of the Girl Scout Councils to provide high-quality STEM learning to troops and support the troop leaders in facilitating STEM programming. Because of the successes of this pilot and the support of STEM Next Opportunity Fund, the program is scaling across the Girl Scouts organization. Research shows the impact these STEM capacity building investments have made for mostly low-income youth in afterschool. Looking at youth outcomes from 160 programs across 11 state afterschool networks supported by STEM Next, a study conducted by Harvards Program in Education, Afterschool and Resiliency (PEAR) and Texas Tech Universitys Institute for Measurement, Methodology, Analysis and Policy, showed that more than 70% of students reported positive gains in STEM areas such as science interest, career interest, science identity, and 21st century skills. More than 95% of program facilitators felt their students made significant improvements in skills and confidence in math, science, and social settings.
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01034817
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01034817
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02608075
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0711
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05489
IRS990/InformationTechnologyGrp/ProgramServicesAmt01440
IRS990/InformationTechnologyGrp/TotalAmt07640
IRS990/InsuranceGrp/FundraisingAmt0549
IRS990/InsuranceGrp/ManagementAndGeneralAmt05240
IRS990/InsuranceGrp/ProgramServicesAmt02471
IRS990/InsuranceGrp/TotalAmt08260
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022677
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022677
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0369831
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BUILDING INCLUSION AND OPPORTUNITY FOR MILLIONS OF YOUNG PEOPLE AND CLOSING THE GENDER GAP IN STEM CAREERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04453459
IRS990/NetAssetsOrFundBalancesEOYAmt03657449
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2216
IRS990/NoncashContributionsAmt0100737
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt08400
IRS990/OccupancyGrp/ManagementAndGeneralAmt012600
IRS990/OccupancyGrp/ProgramServicesAmt021000
IRS990/OccupancyGrp/TotalAmt042000
IRS990/OfficeExpensesGrp/FundraisingAmt082
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08025
IRS990/OfficeExpensesGrp/ProgramServicesAmt029377
IRS990/OfficeExpensesGrp/TotalAmt037484
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05264
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04655
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09929
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/FundraisingAmt01083
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0722
IRS990/OtherExpensesGrp/ProgramServicesAmt02202
IRS990/OtherExpensesGrp/TotalAmt04007
IRS990/OtherLiabilitiesGrp/BOYAmt022531
IRS990/OtherLiabilitiesGrp/EOYAmt074021
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018558
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054205
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0163947
IRS990/OtherSalariesAndWagesGrp/TotalAmt0236710
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05696
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012297
IRS990/PayrollTaxesGrp/ProgramServicesAmt012876
IRS990/PayrollTaxesGrp/TotalAmt030869
IRS990/PensionPlanContributionsGrp/FundraisingAmt010776
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018693
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021245
IRS990/PensionPlanContributionsGrp/TotalAmt050714
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01064
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01182
IRS990/PrincipalOfficerNm0RONALD L OTTINGER
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0STEM PROGRAM consulting
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0177660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0177660
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08807526
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02675830
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01319835
IRS990/PYRevenuesLessExpensesAmt04453458
IRS990/PYSalariesCompEmpBnftPaidAmt0206888
IRS990/PYTotalExpensesAmt04354068
IRS990/PYTotalProfFndrsngExpnsAmt0151515
IRS990/PYTotalRevenueAmt08807526
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-793794
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0177660
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01751921
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02407738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08807526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011215264
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022231
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022231
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt08655453
IRS990ScheduleA/SubstantialContributorsTotAmt02559811
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02407738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08807526
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011215264
IRS990ScheduleA/TotalSupportAmt011237495
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt03401869
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2216
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124386
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25229
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0401K PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-2216
IRS990ScheduleD/RevenueSubtotalAmt02608075
IRS990ScheduleD/TotalBookValueSecuritiesAmt0369831
IRS990ScheduleD/TotalExpensesPerForm990Amt03401869
IRS990ScheduleD/TotalLiabilityAmt074021
IRS990ScheduleD/TotalRevenuePerForm990Amt02608075
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02605859
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03401869
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Manage fundraising progra
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt01100291
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0905291
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0FELDSTEINCO LLC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt0195000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0601 SKOKIE BLVD STE 103
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0NORTHBROOK
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd060062
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/LicensedStatesCd1MI
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt01100291
IRS990ScheduleG/TotalNetToOrganizationAmt0905291
IRS990ScheduleG/TotalRetainedByContractorsAmt0195000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt3133800
IRS990ScheduleI/RecipientTable/CashGrantAmt4200000
IRS990ScheduleI/RecipientTable/CashGrantAmt57000
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt7266982
IRS990ScheduleI/RecipientTable/CashGrantAmt87000
IRS990ScheduleI/RecipientTable/CashGrantAmt960000
IRS990ScheduleI/RecipientTable/CashGrantAmt107000
IRS990ScheduleI/RecipientTable/CashGrantAmt117000
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
IRS990ScheduleI/RecipientTable/CashGrantAmt1368023
IRS990ScheduleI/RecipientTable/CashGrantAmt147000
IRS990ScheduleI/RecipientTable/CashGrantAmt1560000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)3

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,219,485
Liabilities
$562,036
Net assets
$3,657,449
Revenue
$2,608,075
Expenses
$3,401,869
Net income
-$793,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$1.23$4.30$10.5$10.4$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.16$1.94$4.22$7.76$14.3$6.52
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.78$10.4$12.1$10.9$1.27
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.89$9.41$10.9$6.39$4.52
2020Detailed filing. Detailed filing data is available for this year.$5.31$0.42$4.89$5.46$3.96$1.50
2019Detailed filing. Detailed filing data is available for this year.$3.79$0.40$3.39$2.48$2.75$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.56$3.66$2.61$3.40$0.79
2017Detailed filing. Detailed filing data is available for this year.$5.59$1.14$4.45$8.81$4.35$4.45