Nonprofit · EIN 81-4834326
STEM NEXT OPPORTUNITY FUND
Tax-exempt · SAN DIEGO, CA 92106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,459,673 | $10,376,037 | $83,636 | $5,530,908 | $1,234,534 | $4,296,374 |
| December 31, 2023 | 990 | $7,760,112 | $14,283,863 | -$6,523,751 | $6,161,399 | $1,942,257 | $4,219,142 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,781,847
- of which government grants
- $440,241
- Program service revenue
- $501,537
- Investment income
- $176,289
- Net gain from sales of assets
- $84,031
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,124,800
- Compensation of officers, directors and key employees
- $860,850
- Other salaries and wages
- $3,024,376
- Salaries, compensation and benefits (total)
- $4,446,394
- Professional fundraising fees
- $31,325
- Legal fees
- $44,703
- Accounting fees
- $25,250
- Occupancy
- $18,591
- Travel
- $173,643
- Program services (functional)
- $8,716,082
- Management and general (functional)
- $881,871
- Fundraising (functional)
- $778,084
Balance sheet and other
- Total assets, start of year
- $6,161,399
- Total assets, end of year
- $5,530,908
- Total liabilities, end of year
- $1,234,534
- Net assets, end of year
- $4,296,374
- Publicly traded securities
- $1,263,747
- Net assets without donor restrictions
- $473,196
- Net assets with donor restrictions
- $3,823,178
- Gross receipts
- $14,388,141
- Employees
- 37
- Volunteers
- 1,250
- Year formed
- 2016
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RON OTTINGER | Secretary/ED Trustee or director, Officer | 40 | $292,519 | $44,167 |
| KAM KYZER | SR DIR PHILANTHR/STRAT PSHIP | 30 | $273,480 | $8,204 |
| TERESA DREW | DEPUTY DIRECTOR | 40 | $235,417 | $7,063 |
| SHERONDA FLEMING | STEM FELLOW | 40 | $177,435 | $22,909 |
| TERRA WALLIN | STEM FELLOW | 40 | $178,090 | $17,041 |
| QUINCY BROWN | STEM FELLOW | 40 | $187,505 | $5,655 |
| TASHA OWENS-GREEN | STEM FELLOW | 40 | $163,332 | $24,851 |
| EMILY KUEHN | STEM FELLOW | 40 | $155,804 | $19,304 |
| PENDRED NOYCE | President/Chair Trustee or director, Officer | 2 | $0 | $0 |
| DENNIS BARTELS | Director Trustee or director | 2 | $0 | $0 |
| GWYNN HUGHES | Director Trustee or director | 2 | $0 | $0 |
| CELINE COGGINS | Director Trustee or director | 2 | $0 | $0 |
| REGINALD MCGREGOR | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RON OTTINGER | Secretary Trustee or director, Officer | 40 | $356,756 | $42,516 |
| TERESA DREW | DEPUTY DIRECTOR | 40 | $250,000 | $7,500 |
| KAM KYZER | SR DIR DEVELOPMENT | 30 | $236,990 | $7,110 |
| MELISSA MORITZ | DIRECTOR OF POLICY | 40 | $189,240 | $26,949 |
| NICOLE EVANS | DIR RESOURCE DEVEL | 40 | $192,838 | $17,206 |
| VERONICA GONZALES | DIRECTOR OF COMMUN | 40 | $185,276 | $22,590 |
| STEPHANIE RODRIGUEZ | WORKFORCE FELLOW | 40 | $178,822 | $20,028 |
| PATTI CURTIS | INFORM EDUC FELLOW | 40 | $182,913 | $5,517 |
| QUINCY BROWN | DIR SPACE FELLOW | 40 | $182,015 | $5,490 |
| PENDRED NOYCE | President/Chair Trustee or director, Officer | 3 | $0 | $0 |
| DENNIS BARTELS | Director Trustee or director | 3 | $0 | $0 |
| GWYNN HUGHES | Director Trustee or director | 3 | $0 | $0 |
| CELINE COGGINS | Director Trustee or director | 3 | $0 | $0 |
| REGINALD MCGREGOR | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2305 HISTORIC DECATUR RD STE 100, SAN DIEGO, CA 92106-6071
- Mailing address (990-N for 2016)
- 100 Harbor Drive Unit 604, San Diego CA 92101
- Principal officer (990 for 2024)
- RONALD L OTTINGER
- Principal officer (990-N for 2016)
- Ronald Ottinger, 100 Harbor Drive Unit 604, San Diego CA 92101
- Signed the 990
- RON OTTINGER, Executive Director
- Phone
- (619) 505-9127
- Website
- STEMNEXT.ORG
- Return prepared by
- Magnus Blue LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-4834326 or by the name STEM NEXT OPPORTUNITY FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Making out-of-school STEM opportunities a reality for millions of young people to help them thrive in STEM and beyond.
Program accomplishments
- STEM Next Opportunity Fund is a national, non-profit, non-partisan organization dedicated to scaling high-quality STEM (Science, Technology, Engineering, & Math) learning to millions of youth. Our mission is expanding exceptional STEM learning opportunities outside the classroom for all children everywhere. Through STEM learning in afterschool and summer PROGRAMS, STEM Next takes a field-building approach to creating pathways to economic opportunity.STEM learning beyond the classroom inspires youth and prepares them for future success in STEM as well as many other fields. Outside the structured school day, hands-on STEM learning provides a fertile environment to experiment, build confidence and develop life skills like critical thinking, collaboration, perseverance, creativity and communication. Despite this power and potential, STEM learning in afterschool and summer is underutilized and under-prioritized across the U.S a critical issue that STEM Next is working to solve as a national nonprofit. What We DoSTEM Next brings together a diversity of partners and leads synchronized efforts to strengthen and advance the out-of-school time STEM field. By leveraging partnerships, STEM Next mobilizes funding and accelerates what works to reach the 10 million young people served in more than 100,000 local afterschool and summer programs across all 50 states. For youth, our work increases STEM access, interest, identity, and career knowledge.Our three big strategic initiatives to Engage Learners Everywhere are: - Growing STEM Leaders: Raising awareness, building skills, and connecting problem-solvers across communities. This includes afterschool and summer educators and system leaders, as well as through our Flight Crew program for young people.- Advancing Policy & Research: Powering lasting change in STEM learning by putting ideas into action. Our Fellows help ensure that STEM is a policy priority in the U.S.- Leading Systems Change: Local, regional, national challenges that create seismic STEM learning shifts for youth and educators, like through our Institute for a STEM Ready America and industry-focused Centers of Excellence.Every $1 invested in STEM Next Opportunity Fund programs: - Enables more youth to build, invent and discover every afternoon.- Sparks summer STEM learning opportunities for youth.- Brings STEM opportunities to more families and communities across the U.S.Nationally and locally, our programs create seismic STEM learning shifts for millions of youth and hundreds of thousands of educators every year.Expenses $8,716,082 · grants $2,124,800
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-4834326
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $5,530,908
- Income (IRS master file)
- $14,388,141
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,459,673 | $10,376,037 | $5,530,908 | XML |
| 990 | December 2023 | $7,760,112 | $14,283,863 | $6,161,399 | XML |
| 990 | December 2022 | $12,130,436 | $10,860,086 | $11,167,712 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Ronald Ottinger | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-4834326).
Questions about STEM NEXT OPPORTUNITY FUND
- What is the EIN of STEM NEXT OPPORTUNITY FUND?
- The employer identification number (EIN) of STEM NEXT OPPORTUNITY FUND is 81-4834326.
- Is STEM NEXT OPPORTUNITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to STEM NEXT OPPORTUNITY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEM NEXT OPPORTUNITY FUND 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 NEXT OPPORTUNITY FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEM NEXT OPPORTUNITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STEM NEXT OPPORTUNITY FUND?
- The 990 for the year ended December 31, 2024 names RONALD L OTTINGER.
- Who are the officers and directors of STEM NEXT OPPORTUNITY FUND?
- The 990 for the year ended December 31, 2024 lists 13 people; 8 received compensation from the organization, the highest $292,519 (RON OTTINGER, Secretary/ED).
- How much revenue does STEM NEXT OPPORTUNITY FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,459,673, expenses of $10,376,037 and total assets of $5,530,908 at year end.
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