Nonprofit · EIN 46-1042540
STEM ADVANTAGE
Tax-exempt · HUNTINGTN BCH, CA 92648
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,648,341 | $1,118,141 | $530,200 | $1,322,894 | $18,314 | $1,304,580 |
| December 31, 2024 | 990 | $715,813 | $1,083,009 | -$367,196 | $784,870 | $10,490 | $774,380 |
| December 31, 2023 | 990 | $1,051,263 | $838,858 | $212,405 | $1,145,676 | $4,100 | $1,141,576 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,520,587
- Program service revenue
- $0
- Investment income
- $14,748
- Net income from fundraising events
- $113,006
- Other revenue
- $113,006
Expenses
- Grants and similar amounts paid
- $313,000
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $440,757
- Salaries, compensation and benefits (total)
- $493,780
- Professional fundraising fees
- $0
- Accounting fees
- $14,903
- Program services (functional)
- $1,070,557
- Management and general (functional)
- $20,168
- Fundraising (functional)
- $27,416
Balance sheet and other
- Total assets, start of year
- $784,870
- Total assets, end of year
- $1,322,894
- Total liabilities, end of year
- $18,314
- Net assets, end of year
- $1,304,580
- Land, buildings and equipment
- $1,605
- Net assets without donor restrictions
- $229,284
- Net assets with donor restrictions
- $1,075,296
- Gross receipts
- $1,745,236
- Employees
- 5
- Volunteers
- 225
- Year formed
- 2012
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lee Ann Kline | President Trustee or director, Officer | 40 | $0 |
| Cynthia McKenzie | Vice-President Trustee or director, Officer | 20 | $0 |
| Maben Jimenez | Director Trustee or director | 5 | $0 |
| MARISA DIAZ | Director Trustee or director | 1 | $0 |
| CHARLES SIMS | Director Trustee or director | 1 | $0 |
| THOMAS PHELPS | Director Trustee or director | 1 | $0 |
| DAVID BUCKHOLTZ | Treasurer Trustee or director, Officer | 5 | $0 |
| T FOX | Director Trustee or director | 1 | $0 |
| CHRISTINA GUCKERT | Director Trustee or director | 1 | $0 |
| ARLENE SEMWEZI | Director Trustee or director | 1 | $0 |
| HELEN NORRIS | Director Trustee or director | 1 | $0 |
| DANIELLE YAMANE | Director Trustee or director | 2 | $0 |
| OCTAVIO MARTINEZ | Director Trustee or director | 1 | $0 |
| MILAN PLAVSICH | Director Trustee or director | 1 | $0 |
| RAJ SENGUPTA | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lee Ann Kline | President Trustee or director, Officer | 40 | $0 |
| Cynthia McKenzie | Vice-President Trustee or director, Officer | 30 | $0 |
| Maben Jimenez | Director Trustee or director | 1 | $0 |
| MARISA DIAZ | Director Trustee or director | 1 | $0 |
| CHARLES SIMS | Director Trustee or director | 1 | $0 |
| THOMAS PHELPS | Director Trustee or director | 1 | $0 |
| DAVID BUCKHOLTZ | Treasurer Trustee or director, Officer | 5 | $0 |
| T FOX | Director Trustee or director | 1 | $0 |
| CHRISTINA GUCKERT | Director Trustee or director | 1 | $0 |
| BRANDON REILLY | Director Trustee or director | 2 | $0 |
| ARLENE SEMWEZI | Director Trustee or director | 1 | $0 |
| MELANIE HILDEBRANDT | Secretary Trustee or director, Officer | 5 | $0 |
| HELEN NORRIS | Director Trustee or director | 0 | $0 |
| DANIELLE YAMANE | Director Trustee or director | 2 | $0 |
| OCTAVIO MARTINEZ | Director Trustee or director | 1 | $0 |
| MILAN PLAVSICH | Director Trustee or director | 1 | $0 |
| RAJ SENGUPTA | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lee Ann Kline | President Trustee or director, Officer | 40 | $0 |
| Cynthia McKenzie | Vice-President Trustee or director, Officer | 20 | $0 |
| Maben Jimenez | Director Trustee or director | 1 | $0 |
| Raquel Marquez | Director Trustee or director | 1 | $0 |
| CHARLES SIMS | Director Trustee or director | 1 | $0 |
| THOMAS PHELPS | Director Trustee or director | 1 | $0 |
| DAVID BUCKHOLTZ | Treasurer Trustee or director, Officer | 5 | $0 |
| T FOX | Director Trustee or director | 1 | $0 |
| Christina Shareef | Director Trustee or director | 1 | $0 |
| BRANDON REILLY | Director Trustee or director | 2 | $0 |
| ARLENE SEMWEZI | Director Trustee or director | 1 | $0 |
| MELANIE HILDEBRANDT | Secretary Trustee or director, Officer | 5 | $0 |
| DANIELLE YAMANE | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 117 22ND ST, HUNTINGTN BCH, CA 92648-3907
- Mailing address (990-N for 2012)
- 6 Via Terracaleta, Coto de Caza CA 92679
- Principal officer (990 for 2025)
- Lee Ann Kline, 117 22nd Street, Huntington Beach, CA 92648
- Principal officer (990-N for 2012)
- Lee Ann Kline, 6 Via Terracaleta, Coto de Caza CA 92679
- Signed the 990
- Lee Ann Kline, President
- Phone
- (949) 322-3320
- Website
- www.stemadvantage.org
- Return prepared by
- Rowland & Abbis CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1042540 or by the name STEM ADVANTAGE.
- 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
Talent is equally distributed, but opportunity is not. STEM Advantage mentors, prepares, and inspires first-generation, low-income, and underserved college students for careers in science, technology, engineering, and math (STEM). We level the playing field by empowering talented students with access to networks, employment, and economic mobility often limited to students attending elite universities, while providing a vetted pipeline of skilled talent to businesses to fill their workforce needs.
Program accomplishments
- Empowering the Next Generation of STEM Leaders. At STEM Advantage, we believe talent is equally distributed, but opportunity is not. We deliver a comprehensive, student-centered program designed to equip first-generation students with the skills, confidence, and connections needed to pursue and thrive in STEM careers. Our approach includes: Career Support: Targeted career programming that strengthens professional skills and builds confidence, empowering students to secure internships and entry-level positions in STEM fields. One-on-One Mentorship: Personalized mentorship from STEM professionals who serve as role models, offering guidance, support, and career coaching to help students navigate their academic and career journeys. Professional & Career Development: Interactive workshops, career panels, and industry events that prepare students for successful job searches, interviews, and career advancement. Scholarships: Financial support that enables students to attend classes full-time, get involved in a STEM-related club, and graduate with less student debt. Community and Networking: A robust support network that fosters a sense of belonging and provides students with opportunities to build connections with peers, alumni, and industry partners.We proudly serve students pursuing bachelor's degrees in STEM disciplines across California State University (CSU) campuses in Southern California, including the Greater Los Angeles region, Orange County, and San Diego. The CSU is the largest four-year public university system in the nationan incubator for untapped talent and ideal partner for driving impactful change at scale.Power of PartnershipsOur success is fueled by strong partnerships with leading companies and industry organizations. These partners not only provide funding and paid internships but also engage their employees as mentors, participate in career panels, and hire our graduates. Currently, STEM Advantage collaborates with over 50 companies, along with numerous professional and industry organizations, to create meaningful career pathways for our scholars.A Proven Track Record of Impact and Economic MobilitySince our founding in 2012, we have empowered over 1,000 Scholars with exceptional results: 100% have graduated with a bachelors degree in a STEM field. 72% are first-generation college students from low-income families. Scholars earn an average starting salary of $75,000a sustainable, middle-class living wage that represents a 400% increase over their average pre-program earnings. Scholars are projected to earn $2 million more in their lifetime post-programestablishing financial security, building wealth, and uplifting their families and communities.Our Scholars consistently describe the program as "life-changing and empowering," underscoring its ripple effectnot just on individual lives, but across communities. They are breaking cycles of poverty, achieving economic mobility, and becoming role models for future generations.Expenses $1,070,557 · grants $313,000
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 | 990 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
- 46-1042540
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O50)
- Assets (IRS master file)
- $1,322,894
- Income (IRS master file)
- $1,745,236
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,648,341 | $1,118,141 | $1,322,894 | XML |
| 990 | December 2024 | $715,813 | $1,083,009 | $784,870 | IRS |
| 990 | December 2023 | $1,051,263 | $838,858 | $1,145,676 | XML |
| 990 | December 2022 | $1,267,928 | $633,420 | $933,562 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Lee Ann Kline | December 31, 2012 | ≤ $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 46-1042540).
Questions about STEM ADVANTAGE
- What is the EIN of STEM ADVANTAGE?
- The employer identification number (EIN) of STEM ADVANTAGE is 46-1042540.
- Is STEM ADVANTAGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to STEM ADVANTAGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEM ADVANTAGE 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 ADVANTAGE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEM ADVANTAGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of STEM ADVANTAGE?
- The 990 for the year ended December 31, 2025 names Lee Ann Kline.
- Who are the officers and directors of STEM ADVANTAGE?
- The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does STEM ADVANTAGE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,648,341, expenses of $1,118,141 and total assets of $1,322,894 at year end.
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