Nonprofit · EIN 39-0854863
STEM FORWARD INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $343,585 | $311,537 | $32,048 | $584,145 | $57,971 | $526,174 |
| June 30, 2024 | 990 | $354,336 | $296,288 | $58,048 | $548,010 | $53,884 | $494,126 |
| June 30, 2023 | 990 | $299,740 | $292,774 | $6,966 | $492,082 | $45,315 | $446,767 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $267,199
- Program service revenue
- $92,226
- Investment income
- $15,784
- Net income from fundraising events
- -$31,624
- Other revenue
- -$31,624
Expenses
- Grants and similar amounts paid
- $33,000
- Compensation of officers, directors and key employees
- $112,198
- Other salaries and wages
- $95,582
- Salaries, compensation and benefits (total)
- $224,012
- Professional fundraising fees
- $0
- Accounting fees
- $10,000
- Travel
- $88
- Program services (functional)
- $228,953
- Management and general (functional)
- $65,922
- Fundraising (functional)
- $16,662
Balance sheet and other
- Total assets, start of year
- $548,010
- Total assets, end of year
- $584,145
- Total liabilities, end of year
- $57,971
- Net assets, end of year
- $526,174
- Net assets without donor restrictions
- $476,953
- Net assets with donor restrictions
- $49,221
- Gross receipts
- $399,014
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1905
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICH MERKEL | EXECUTIVE DIRECTOR Officer | 40 | $111,675 |
| JENNIFER BUCHANAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BE WARE | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DALE HELD | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATT HENSGEN | TREASURER Trustee or director, Officer | 1 | $0 |
| KIM MILLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAN ARK | DIRECTOR Trustee or director | 1 | $0 |
| FRED BEGALE | DIRECTOR Trustee or director | 1 | $0 |
| MARY BURGOON | DIRECTOR Trustee or director | 1 | $0 |
| MOHAMED EL-DEMERDASH | DIRECTOR Trustee or director | 1 | $0 |
| MARK FEDERLE | DIRECTOR Trustee or director | 1 | $0 |
| SHARON GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| JOE HAMANN | DIRECTOR Trustee or director | 1 | $0 |
| DANA HART | DIRECTOR Trustee or director | 1 | $0 |
| MEGHAN HENDRICKS | DIRECTOR Trustee or director | 1 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NOWAK | DIRECTOR Trustee or director | 1 | $0 |
| ANTONIO RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| MARK ROUNDS | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STERNARD | DIRECTOR Trustee or director | 1 | $0 |
| PETER STIPAN | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| JOE ZIZZO | DIRECTOR Trustee or director | 1 | $0 |
| RAFAT ELSHAREF | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICH MERKEL | EXECUTIVE DIRECTOR Officer | 40 | $108,194 |
| DALE HELD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JENNIFER BUCHANAN | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DANIEL ARK | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATT HENSGEN | TREASURER Trustee or director, Officer | 1 | $0 |
| BE WARE | SECRETARY Trustee or director, Officer | 1 | $0 |
| JUANITA BANKS | DIRECTOR Trustee or director | 1 | $0 |
| FRED BEGALE | DIRECTOR Trustee or director | 1 | $0 |
| MARY BURGOON | DIRECTOR Trustee or director | 1 | $0 |
| MOHAMED EL-DEMERDASH | DIRECTOR Trustee or director | 1 | $0 |
| MARK FEDERLE | DIRECTOR Trustee or director | 1 | $0 |
| SHARON GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| JOE HAMANN | DIRECTOR Trustee or director | 1 | $0 |
| DANA HART | DIRECTOR Trustee or director | 1 | $0 |
| MEGHAN HENDRICKS | DIRECTOR Trustee or director | 1 | $0 |
| TOM HERALY | DIRECTOR Trustee or director | 1 | $0 |
| PHYLLIS KING | DIRECTOR Trustee or director | 1 | $0 |
| KIM MILLER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID NOWAK | DIRECTOR Trustee or director | 1 | $0 |
| ANTONIO RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| MARK ROUNDS | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STERNARD | DIRECTOR Trustee or director | 1 | $0 |
| PETER STIPAN | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| JOE ZIZZO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICH MERKEL | EXECUTIVE DIRECTOR Officer | 40 | $102,206 |
| DANIEL ARK | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DALE HELD | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| SHALINI BADHWAR | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATT HENSGEN | TREASURER Trustee or director, Officer | 1 | $0 |
| JENNIFER BUCHANAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRED BEGALE | DIRECTOR Trustee or director | 1 | $0 |
| MARY BURGOON | DIRECTOR Trustee or director | 1 | $0 |
| JUANITA BANKS | DIRECTOR Trustee or director | 1 | $0 |
| MOHAMED EL-DEMERDASH | DIRECTOR Trustee or director | 1 | $0 |
| MARK FEDERLE | DIRECTOR Trustee or director | 1 | $0 |
| SHARON GONZALEZ | DIRECTOR Trustee or director | 1 | $0 |
| JOE HAMANN | DIRECTOR Trustee or director | 1 | $0 |
| MEGHAN HENDRICKS | DIRECTOR Trustee or director | 1 | $0 |
| TOM HERALY | DIRECTOR Trustee or director | 1 | $0 |
| PHYLLIS KING | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER LARSEN | DIRECTOR Trustee or director | 1 | $0 |
| KIM MILLER | DIRECTOR Trustee or director | 1 | $0 |
| ANTONIO RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 |
| MARK ROUNDS | DIRECTOR Trustee or director | 1 | $0 |
| LAURA SCHMIDT | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA STERNARD | DIRECTOR Trustee or director | 1 | $0 |
| BE WARE | DIRECTOR Trustee or director | 1 | $0 |
| ANN YEUNG | DIRECTOR Trustee or director | 1 | $0 |
| JOE ZIZZO | DIRECTOR Trustee or director | 1 | $0 |
| PETER STIPAN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1025 N BROADWAY, MILWAUKEE, WI 53202-3109
- In care of
- % MILWAUKEE INC
- Principal officer (990 for 2024)
- RICH MERKEL, 1025 N BROADWAY, MILWAUKEE, WI 53202
- Signed the 990
- RICH MERKEL, EXECUTIVE DIRECTOR
- Phone
- (414) 810-7836
- Website
- HTTP://STEMFORWARD.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
TO PROMOTE THE ADVANCEMENT OF ENGINEERING AND ALLIED ARTS AND SCIENCES, TO PROMOTE THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS INTERESTED THEREIN, AND TO ENCOURANGE THE APPLICATION OF THESE ARTS AND SCIENCES TO BENEFIT THE COMMUINTY INTERESTS.
Program accomplishments
- STEM OUTREACH - PROMOTE OCCUPATIONS AND OPPORTUNITIES WITHIN THE FIELDS OF ENGINEERING AND SCIENCE.Expenses $52,482
- EDUCATION INITIATIVE - DIRECT MANAGEMENT OF STEM OUTREACH ACTIVITIES AND PROGRAMS WITH A SPECIAL EMPHASIS ON CONNECTING STUDENTS WITH STEM PROFESSIONALS.Expenses $137,042 · grants $33,000 · revenue $92,226
- EVENTS - ORGANIZING AND HOSTING VARIOUS COMPETITIONS IN THE SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS DISCIPLINES, INCLUDING REGIONAL AND NATIONAL RUBE GOLDBERG COMPETITIONS AND FUTURE CITY COMPETITION.Expenses $39,429
- VARIOUS OTHER STEM PROGRAMS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0854863
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $584,145
- Income (IRS master file)
- $399,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $343,585 | $311,537 | $584,145 | XML |
| 990 | June 2024 | $354,336 | $296,288 | $548,010 | XML |
| 990 | June 2023 | $299,740 | $292,774 | $492,082 | XML |
| 990 | June 2022 | $319,609 | $267,168 | $435,957 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0854863).
Questions about STEM FORWARD INC
- What is the EIN of STEM FORWARD INC?
- The employer identification number (EIN) of STEM FORWARD INC is 39-0854863.
- Is STEM FORWARD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to STEM FORWARD INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEM FORWARD INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STEM FORWARD INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEM FORWARD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of STEM FORWARD INC?
- The 990 for the year ended June 30, 2025 names RICH MERKEL.
- Who are the officers and directors of STEM FORWARD INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $111,675 (RICH MERKEL, EXECUTIVE DIRECTOR).
- How much revenue does STEM FORWARD INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $343,585, expenses of $311,537 and total assets of $584,145 at year end.
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