PLATINUM2023

Tulsa Regional STEM Alliance, Inc.

STEM is everywhere. STEM is everyone. ALL are welcome.

aka Tulsa Regional STEM Alliance, Inc.   |   Tulsa, OK   |  www.tulsastem.org
GuideStar Charity Check

Tulsa Regional STEM Alliance, Inc.

EIN: 81-4051559


Mission

Our mission is to cultivate impactful partnerships and learning pathways that inspire and prepare all youth for a STEM-enabled future.

Ruling year info

2019

Executive Director

Levi Patrick

Main address

5005 South Darlington Avenue

Tulsa, OK 74135 USA

Show more contact info

EIN

81-4051559

Subject area info

Student services

Education services

Population served info

Children and youth

Families

NTEE code info

Student Services and Organizations (B80)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Tulsa Regional STEM Alliance (TRSA) envisions a thriving, collaborative, and inclusive community powered by a STEM-capable ecosystem. To realize this vision, TRSA cultivates impactful partnerships and learning pathways that inspire and prepare all youth for a STEM-enabled future. Our mission is accomplished through work in three program areas: student impact, educator capacity, and ecosystem stewardship. Our focus is to continually strengthen our STEM ecosystem by 1. Ensuring youth are surrounded by resources, opportunities, and encouragement that excite them about STEM and propel them forward in exploring their STEM passions, 2. Ensuring educators are competent and confident in facilitating STEM experiences in order to drive student success, and 3. Ensuring families value STEM education and our community partners value their membership in the Alliance because it collectively strengthens and amplifies their work and our work.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Mentoring

Mentoring is essential to ensuring students have the opportunity to further their STEM passion into the real world. This program prepares students for a STEM future but also provides students with opportunities to see STEM role models who look like them.

Population(s) Served

Tulsa Regional STEM Alliance’s Out of School Time (OST) goal is to provide ALL youth a safe environment to engage in and pursue their STEM passions. To ensure TRSA accomplishes this, OST programs prioritize access and resources to marginalized and historically excluded communities across Northeastern Oklahoma.

Population(s) Served

Student participation in competitions can be life changing. Competitions play a significant role in strengthening skills through fun, exciting, hands-on learning with real-world connections that develop skills that students can take beyond the K-20 classroom. TRSA competitions allow students to connect to career pathways and opportunities by strengthening their STEM identity and influencing them through STEM role models who look like them. By doing this, TRSA incorporates real-world applications of Information and Communication Technology, numeracy, and scientific literacy that build 21st-century skills for students.

Population(s) Served
Children and youth
Children and youth

The Professional Development program ensures that educators across Northeastern Oklahoma are confident in facilitating STEM experiences in order to drive student success. To achieve this outcome, educators should view TRSA as a trusted source for evidence-based resources and pathways that will help inspire and prepare students.

Population(s) Served

Tulsa Regional STEM Alliance is dedicated to providing educators with access to high-quality instructional materials. Lack of access to resources or quality curriculum can limit an educator’s ability to provide valuable learning experiences for students. This especially impacts students from underserved and underrepresented populations who experience lower per student spending on instruction. TRSA provides access to these resources and curriculum so youth are surrounded by opportunities that excite them about STEM, propel them forward, and generate confidence in facilitating STEM experiences for educators.

Population(s) Served
Teachers
Teachers

TRSA recognizes the importance that the support of family and community plays in helping shape the future of our youth. Initiatives of the Family and Community program aim to impact both the students and their environment. These programs provide opportunities to increase career awareness and representation through STEM role models that strengthen students’ STEM identities and readiness, and provide opportunities to strengthen adult-student relationships through shared STEM experiences. TRSA will prioritize serving historically-excluded and marginalized communities to ensure accessibility to high-quality STEM programming.

Population(s) Served

This program seeks to support and strengthen our community partners while expanding youth and family access to STEM. Through our digital badging initiative, evaluation services for partners, convenings and more, we enable partners to learn about their impact and pinpoint opportunities to improve the quality of their STEM programming, ensuring it encourages both youth social-emotional development and academic engagement.

Population(s) Served
Children and youth
Children and youth
Children and youth
Children and youth
Children and youth

Where we work

Affiliations & memberships

STEM Funders Network 2020

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Teachers

Related Program

Curriculum & Resources

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

We awarded $421,032 to educators and community partners for supplies needed for STEM implementation, professional development, and out-of-school time STEM programming.

Number of hours of training

This metric is no longer tracked.
Totals By Year
Related Program

Professional Development

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

We offered 35 professional development experiences for 599 formal and informal educators that equated to 4,259 training hours in total.

Number of training workshops

This metric is no longer tracked.
Totals By Year
Related Program

Professional Development

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

We facilitated or hosted 35 professional learning experiences for Oklahoma educators.

Number of teachers trained

This metric is no longer tracked.
Totals By Year
Related Program

Professional Development

Type of Metric

Output - describing our activities and reach

Direction of Success

Decreasing

Context Notes

599 educators participated in our professional learning experiences. We faced challenges in recruiting teachers to PD following COVID, but participation ramped up in the last half of the year.

Total number of volunteer hours contributed to the organization

This metric is no longer tracked.
Totals By Year
Related Program

Mentoring

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

367 volunteers contributed 1,089 volunteer hours to TRSA.

Number of youth STEM experiences facilitated

This metric is no longer tracked.
Totals By Year
Related Program

Out of School Time

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Through TRSA-led events and initiatives, we provided 121,644 youth STEM experiences.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Our specific organizational objectives, derived from our strategic plan, include:

Youth:
• Each year, increase access to high-quality STEM experiences for underserved and historically excluded communities by 25%.
• Each year, 75% of youth participating in TRSA events indicate they feel safe at TRSA events to engage in and pursue their STEM passion.
• Each year, 75% of youth participating in TRSA events indicate they are career aware, have access to career pathways & opportunities, strengthen their STEM identity, and see STEM role models who look like them.

Educators:
• Engage 750 unique educators in professional development experiences and/or usage of TRSA educator resources (STEM Shoppe, STEM in a Bag, grants, etc.)
• Educators participating in professional development experiences will report feeling more confident in the relevant STEM content area and increase their knowledge of STEM practices and implementation strategies.
• 50% of educators participating in TRSA professional development will serve students from underserved or underrepresented populations.
• 10% of educators have not attended a TRSA PD before.

Ecosystem:
• Each year through TRSA-provided evaluation services, 5 (new) partners have a sense of their impact and opportunities to improve.
• Implement the first pilot of the digital badging initiative, gather and evaluate data, and use that data to inform future iterations of the digital badging system.

YOUTH IMPACT GOALS:
Increase access to high-quality STEM for underrepresented communities; create a safe environment for learning; and increase STEM career awareness, access to career pathways, strength of STEM identity, and opportunities to engage with STEM role models who look like them.

STRATEGIES:
Improve youth access to impactful STEM out-of-school time (OST) opportunities by strengthening programs offered by our community partners through use of the STEM Playbook. We offer funding for OST program supplies, professional development for program leaders, and evaluation services to gauge impact and opportunities for continual improvement.

Improve youth access to OST opportunities via North Tulsa and Central Tulsa STEM Hub programming through collaboration with our community partners.

Expand Me & My Math Mentor (M4) program, which pairs STEM professionals as mentors to elementary students and improves math fluency through game play.

Increase opportunities for youth to interact with STEM professionals through initiatives like Space Week, Women in STEM, and See It Be It.

Increase student passion for and sense of belonging in STEM through competitions.

EDUCATOR CAPACITY GOALS:
Engage educators in PD experiences and use of TRSA resources; improve educator confidence in STEM implementation; and ensure engagement with educators serving marginalized students.

STRATEGIES:
Host or partner to provide impactful STEM professional development experiences for educators.

Provide grant funding for classroom resources, professional development opportunities, and STEM programming to ensure educators have the basic necessities for implementing STEM in the classroom.

Continue promoting our STEM lending library, the STEM Shoppe, and adding resources for educators to borrow.

ECOSYSTEM STEWARDSHIP GOALS:
Provide evaluation services to community partners to encourage focus on strengthening impact and improving program quality; pilot the digital badging initiative and gather data to inform future iterations.

STRATEGIES:
Provide PEAR (Partnership for Education and Resilience) evaluation services to community partners. PEAR provides trainings and assessment tools that inform educators about program quality, youth social-emotional development, and academic engagement.

Work with a cohort of community partners to pilot the first iteration of digital badging. Collect and analyze data after the pilot program to determine next steps.

Thanks to our incredible partners in STEM education - more than 110 of them currently - TRSA has the great fortune to lead a rich and complex network of partners committed to engaging and inspiring the next generation of innovators. Working with these partners has allowed us to develop strong relationships built on trust and common vision that is improving access to high-quality STEM professional development for educators and experiences for students every year. We also incorporate the vast expertise, resources, passion, voice and wisdom of each of our Advisory Council members to help inform our strategies and programs. Similarly TRSA leans into the needs and experiences of our business partners, informal and formal educators, generous funders, and higher education partners to direct our work.

At TRSA, we are proud to be a team of people passionate about high-quality and equitable educational opportunities - and many of our team members have made education their life's work. Our team is comprised of former educators from elementary, middle, and high school and informal educators, too. Combine this experience and expertise with the team's volunteer engagement, program development, and operations skills, and we're well-equipped to support a thriving STEM ecosystem in northeast Oklahoma and beyond.

In 2022, TRSA worked with 113 community partners to create nearly 122,000 STEM experiences for students in and around Tulsa. 599 educators from 78 Oklahoma school districts participated in our extensive professional learning opportunities, equating to 4,529 professional development hours earned. We gave away $420,000 in grants to educators and community partners to purchase supplies and materials, attend or host professional development events, and support out-of-school time initiatives. We also saved schools more than $200,000 through our STEM Shoppe lending library.

In addition to these access measurements, we are proud to say that, in 2022, nearly half of students surveyed who attended a STEM program reported a statistically significant positive change in believing they are a person who can do STEM and belong in STEM. While we still have work to do, these results show we are on the right track to truly changing young lives!

In the first quarter of 2023, we impacted more than 13,000 students across northeast Oklahoma through TRSA-led programs and educator/partner professional development experiences. We hosted four unique professional development experiences, engaging 45 educators in 85 hours of learning. And through our STEM Shoppe, we provided 31 educators from 11 school districts with supplies they may not have otherwise been able to access, saving them more than $60,000 and enabling them to provide impactful STEM opportunities for the kids in their programs.

For more details, view our 2022 Impact Report online at tulsastem.org/about.

Financials

Tulsa Regional STEM Alliance, Inc.
Fiscal year: Jan 01 - Dec 31
Financial documents
2021 2021 Audited Financial Statements - Tulsa Regional STEM Alliance 2020 2019 and 2020 Audited Financials
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.37

Average of 13.30 over 6 years

Months of cash in 2022 info

SOURCE: IRS Form 990

5.9

Average of 6.2 over 6 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

17%

Average of 20% over 6 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Tulsa Regional STEM Alliance, Inc.

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Tulsa Regional STEM Alliance, Inc.

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Tulsa Regional STEM Alliance, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Tulsa Regional STEM Alliance, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $315,299 -$70,871 $69,426 $43,793 $343,150
As % of expenses 65.2% -6.7% 6.2% 3.7% 18.0%
Unrestricted surplus (deficit) after depreciation $313,234 -$74,411 $65,886 $40,134 $316,896
As % of expenses 64.5% -7.0% 5.9% 3.4% 16.4%
Revenue composition info
Total revenue (unrestricted & restricted) $978,893 $1,223,244 $1,259,233 $1,228,080 $2,090,501
Total revenue, % change over prior year 0.0% 25.0% 2.9% -2.5% 70.2%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.2% 0.2% 0.1% 0.0% 0.1%
Government grants 5.8% 0.0% 10.5% 0.0% 0.0%
All other grants and contributions 94.0% 99.8% 89.4% 100.0% 99.9%
Other revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $483,775 $1,063,307 $1,121,727 $1,187,682 $1,911,333
Total expenses, % change over prior year 0.0% 119.8% 5.5% 5.9% 60.9%
Personnel 41.2% 37.6% 40.6% 48.7% 32.6%
Professional fees 14.6% 24.4% 16.3% 12.1% 12.7%
Occupancy 3.3% 3.5% 4.2% 3.3% 4.5%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 10.3% 6.3% 14.5% 13.1% 24.8%
All other expenses 30.6% 28.1% 24.5% 22.7% 25.4%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $485,840 $1,066,847 $1,125,267 $1,191,341 $1,937,587
One month of savings $40,315 $88,609 $93,477 $98,974 $159,278
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $17,700 $0 $0 $16,994 $302,416
Total full costs (estimated) $543,855 $1,155,456 $1,218,744 $1,307,309 $2,399,281

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 11.9 5.3 6.5 7.4 5.9
Months of cash and investments 11.9 5.3 6.5 7.4 5.9
Months of estimated liquid unrestricted net assets 7.4 2.6 3.2 3.3 1.8
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $481,340 $467,190 $607,184 $728,017 $940,618
Investments $0 $0 $0 $0 $0
Receivables $8,878 $186,507 $189,264 $99,827 $127,488
Gross land, buildings, equipment (LBE) $17,700 $17,700 $17,700 $34,694 $337,110
Accumulated depreciation (as a % of LBE) 11.7% 31.7% 51.7% 36.9% 11.6%
Liabilities (as a % of assets) 2.9% 4.3% 4.5% 6.3% 41.7%
Unrestricted net assets $313,234 $238,823 $304,709 $344,843 $587,225
Temporarily restricted net assets $179,819 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $179,819 $410,627 $478,707 $475,312 $385,847
Total net assets $493,053 $649,450 $783,416 $820,155 $973,072

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Levi Patrick

Levi is a 7th generation Oklahoman with experience as a teacher, instructional coach, and curriculum writer. After teaching in Putnam City and Oklahoma City schools, Levi worked at the K20 Center for Education and Community Renewal as a Mathematics Specialist. Most recently, he worked at the Oklahoma State Department of Education for more than eight years as the Director of Computer Science and Secondary Mathematics and Assistant Deputy Superintendent of Curriculum and Instruction. He began his role as the Executive Director of the Tulsa Regional STEM Alliance in 2021. Levi holds his Bachelor’s Degree in Mathematics Education from Oklahoma State University and his Master’s Degree in Instructional and Academic Leadership from the University of Oklahoma. During his career, Levi has made authentic, ambitious instruction his goal as he has provided countless hours of professional development, designed state policies, managed federal grants, and helped to direct millions of dollars aimed a

Number of employees

Source: IRS Form 990

Tulsa Regional STEM Alliance, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Tulsa Regional STEM Alliance, Inc.

Board of directors
as of 06/08/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Ms. Stephanie Regan

AAON

Term: 2023 - 2024


Board co-chair

Ms. Mandy Monahan

NORDAM

Term: 2023 - 2024

Mandy Monahan

NORDAM

Angela Kouplen

WPX

Stephanie Regan

AAON

Garrison Haning

Magellan

Lucia Carballo Oberle

HBA

Josh Walton

Charles & Lynn Schusterman Family Foundation

Ray Vandiver

Tulsa Children's Museum

Paulina Baeza

Tulsa Planning Office at INCOG

Tyrance Billingsley

Black Tech Street

Patti Burton

First Serve Tulsa

Caitlin Crane

ONEOK

Michael Daniel

Retired

Conor Godfrey

Tulsa Innovation Labs

Mary Hausman

Williams

Rachel James

Greenheck Group

Christine Koerner

Oklahoma State Department of Education

Erin Lester

Tulsa Public Schools

Yas Nakayama

QuikTrip

Lisa Schwarz

Oklahoma Energy Resource Board

Kulsum Siddiqui

Union Public Schools

Xavier Villarreal

Hillcrest Medical Center

Stephani Wagoner

HoganTaylor LLP

Travis White

Tulsa Community College

Organizational demographics

SOURCE: Self-reported; last updated 4/19/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Multi-Racial/Multi-Ethnic (2+ races/ethnicities)
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 09/27/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.