2024-01-17T14:27:43-06:00 2023-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2022-07-01 390854863 STEM FORWARD INC STEM 4148107836 1025 N BROADWAY MILWAUKEE WI 53202 RICH MERKEL EXECUTIVE DIRECTOR 4148107836 2024-01-15 1 RICH MERKEL 999009999 1 JOSHUA BIERBACH P01449255 4142717800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICH MERKEL 1025 N BROADWAY MILWAUKEE WI 53202 348962 0 X HTTP://STEMFORWARD.ORG X 1905 WI TO PROMOTE THE ADVANCEMENT OF ENGINEERING AND ALLIED ARTS AND SCIENCES, TO PROMOTE THE PROFESSIONAL DEVELOPMENT OF INDIVIDUALS INTERESTED THEREIN, AND TO ENCOURAGE THE APPLICATION OF THESE ARTS AND SCIENCES TO BENEFIT THE COMMUNITY INTERESTS. 26 26 3 315 0 0 246527 244027 91921 69593 128 3048 -18967 -16928 319609 299740 22500 22500 0 0 186368 208380 0 0 14966 58300 61894 267168 292774 52441 6966 435957 492082 40744 45315 395213 446767 X 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. 0 0 50581 STEM OUTREACH - PROMOTE OCCUPATIONS AND OPPORTUNITIES WITHIN THE FIELDS OF ENGINEERING AND SCIENCE. 114564 22500 69593 EDUCATION INITIATIVE - DIRECT MANAGEMENT OF STEM OUTREACH ACTIVITIES AND PROGRAMS WITH A SPECIAL EMPHASIS ON CONNECTING STUDENTS WITH STEM PROFESSIONALS. 35373 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. 675 VARIOUS OTHER STEM PROGRAMS 675 201193 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X KELLY WESOLOWSKI 4148107836 1025 N BROADWAY MILWAUKEE WI 53202 DANIEL ARK PRESIDENT 1.00 X X 0 0 0 DALE HELD PRESIDENT ELECT 1.00 X X 0 0 0 SHALINI BADHWAR PAST PRESIDENT 1.00 X X 0 0 0 MATT HENSGEN TREASURER 1.00 X X 0 0 0 JENNIFER BUCHANAN SECRETARY 1.00 X X 0 0 0 FRED BEGALE DIRECTOR 1.00 X 0 0 0 MARY BURGOON DIRECTOR 1.00 X 0 0 0 JUANITA BANKS DIRECTOR 1.00 X 0 0 0 MOHAMED EL-DEMERDASH DIRECTOR 1.00 X 0 0 0 MARK FEDERLE DIRECTOR 1.00 X 0 0 0 SHARON GONZALEZ DIRECTOR 1.00 X 0 0 0 JOE HAMANN DIRECTOR 1.00 X 0 0 0 MEGHAN HENDRICKS DIRECTOR 1.00 X 0 0 0 TOM HERALY DIRECTOR 1.00 X 0 0 0 PHYLLIS KING DIRECTOR 1.00 X 0 0 0 JENNIFER LARSEN DIRECTOR 1.00 X 0 0 0 KIM MILLER DIRECTOR 1.00 X 0 0 0 ANTONIO RODRIGUEZ DIRECTOR 1.00 X 0 0 0 MARK ROUNDS DIRECTOR 1.00 X 0 0 0 LAURA SCHMIDT DIRECTOR 1.00 X 0 0 0 CHRIS TAYLOR DIRECTOR 1.00 X 0 0 0 CYNTHIA STERNARD DIRECTOR 1.00 X 0 0 0 BE WARE DIRECTOR 1.00 X 0 0 0 ANN YEUNG DIRECTOR 1.00 X 0 0 0 JOE ZIZZO DIRECTOR 1.00 X 0 0 0 PETER STIPAN DIRECTOR 1.00 X 0 0 0 RICH MERKEL EXECUTIVE DIRECTOR 40.00 X 102206 0 0 102206 0 0 1 0 0 0 0 59034 184993 244027 SPONSORSHIP 541900 59521 59521 SPECIAL AWARD 541900 8200 8200 REGISTRATION FEES 541900 1656 1656 MISCELLANEOUS - PROGRA 541900 216 216 69593 3048 3048 21607 59034 49222 -27615 -27615 SECTION 481(A) ADJUSTM 541900 10687 10687 10687 299740 69593 0 -13880 22500 22500 110069 70079 35815 4175 82824 61506 13863 7455 15487 11501 2592 1394 6000 6000 4984 4984 5711 1744 3375 592 3133 487 2329 317 586 462 10 114 290 18 70 202 577 577 PROGRAM SUPPLIES 26918 25725 476 717 BAD DEBT 7171 7171 MISCELLANEOUS 6524 0 6524 292774 201193 76615 14966 287093 141749 129574 282908 16311 67425 2979 0 3836 3836 0 0 435957 492082 40744 45315 40744 45315 X 360175 383729 35038 63038 395213 446767 435957 492082 X 6966 55275 -10687 X X 0 1 X 1 0 X 210381 199098 185878 246527 244027 1085911 131026 105261 114925 106495 91200 548907 341407 304359 300803 353022 335227 1634818 0 61500 72500 75000 101500 104602 415102 61500 72500 75000 101500 104602 415102 1219716 2261 3059 823 128 3048 9319 2261 3059 823 128 3048 9319 10687 10687 10687 10687 42748 343668 318105 312313 363837 348962 1686885 0.72310 0.75630 0.00550 0.00450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3836 3836 0 0 X 355228 10900 55275 66175 289053 10687 10687 299740 303674 10900 10900 292774 0 292774 PART X, LINE 2: STEM FORWARD, INC. HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. NONE OF THE ORGANIZATION'S CURRENT ACTIVITIES ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. UNDER U.S. GAAP, MANAGEMENT IS REQUIRED TO EVALUATE ANY UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND PROVIDE ADDITIONAL DISCLOSURES. AT THIS TIME, THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MAY HAVE A MATERIAL EFFECT ON ITS FINANCIAL STATEMENTS OR NOTE DISCLOSURES. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION TAX CREDIT FROM FOR PREVIOUS YEAR 55,275. PART XI, LINE 4B - OTHER ADJUSTMENTS: SECTION 481(A) ADJUSTMENT 10,687. GOLF OUTING 24591 9034 15557 286 4200 3345 1375 SYSTEM NOW 38545 35250 3295 310 8548 16054 763 547 3 17505 14750 2755 600 3929 7572 1693 80641 59034 21607 1196 16677 26971 763 3615 49222 -27615 1 COLLEGE SCHOLARSHIPS 9 22500 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO MANAGEMENT AND THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL STATEMENT DISCLOSING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. 990 IS ALSO AVAILABLE ON THIRD PARTY WEBSITES SUCH AS GUIDESTAR.COM FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: 481(A) ADJUSTMENT -10,687. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENT - THE ORGANIZATION APPLIED FOR THE EMPLOYEE RETENTION CREDITS FOR Q2 2020, Q1 2021, AND Q2 2021 DURING THE FISCAL YEAR. THE CREDITS WOULD HAVE BEEN INCOME FOR THE 2020 AND 2019 TAX RETURNS SO THESE ARE REFLECTED AS A PRIOR PERIOD ADJUSTMENT ON THIS RETURN. THE EMPLOYEE RETENTION CREDITS TOTALED $55,275.