Envision Excellence in Stemeducation

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To develop, promote, and raise awareness of stem based educational programs

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$78K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $327K a year · 12% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$78K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $123K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$641K
110% of total assets
Concern: liabilities are 110% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.2M
+14% vs prior year
Spent
$4.4M
To programs
68%
Net assets
−$58K
By yearFY2020–FY2024
Revenue
$4.2M
FY2024▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$1.4M
FY2022$1.7M
FY2023$3.7M
FY2024$4.2M
Expenses
$4.4M
FY2024▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$1.2M
FY2022$2.2M
FY2023$3.7M
FY2024$4.4M
Net assets
−$58K
FY2024▼ -138%
Tap a bar for its year
Net assets by fiscal year
FY2020$430K
FY2021$660K
FY2022$153K
FY2023$154K
FY2024−$58K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $3.0M Management & general 28% · $1.2M Fundraising 4% · $179K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$77,673Pt VII · Sec A
$0Pt VII · Sec A
Chairman of the Board
$0Pt VII · Sec A
Operations Officer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Nicole Berlekamp’s $78K as Executive Director is at the 18th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2021FY2020
Nicole Berlekamp$77,673——
Angie Kastning—$65,970—
Janice S Morrison—$45,000$64,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Envision Excellence in Stemeducation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes and raises awareness of STEM educational programs.

Questions for Envision Excellence in Stemeducation

Tap to ask. Envision Excellence in Stemeducation sees how many people are interested.

Your first name shows with your question. Envision Excellence in Stemeducation answers here, for everyone.

1 program · $3.0M · in their own filed words · FY2024
01

Envision accomplishes its mission by forming key partnerships and collaborations with organizations who have aligned goals. The largest program that envision supports is the stem learning ecosystems - a global community of practice with extensive sharing of resources and expertise among leaders from education, business, and industry…

$3.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 6 grants · $679K · 2020–2022
Cleveland Metropolitan School DistrictFY2022$204,626
Pear and Clover INCFY2021$34,500
Channel Zero Group LLCFY2021$7,500
Cleveland Metropolitan School DistrictFY2020$199,323
Individual RecipientFY2020$158,340
Stem Education Coalition INCDC · FY2020$75,000

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2024 · $975K federal money spent
Education Stabilization FundDepartment of Education · ALN 84.425 · Through Ohio Department of Education$887K
National Defense Education ProgramDepartment of Defense · ALN 12.006 · Through Alamo Community College$89K

The auditor reported no findings.

Year ending Dec 2023 · $1.3M federal money spent
Education Stabilization FundDepartment of Education · ALN 84.425 · Through Ohio Department of Education$1.2M
National Defense Education ProgramDepartment of Defense · ALN 12.006 · Through Alamo Community College$106K

The auditor reported no findings.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$4.2M
Ln 12
Gifts and grantsLn 1h$3.4M
Fees for servicesLn 2g$846K
Other incomeLn 4–11$2K
Money outPt IX
$4.4M
Ln 25
Programscol B$3.0M
Managementcol C$1.2M
Fundraisingcol D$179K
Owns and owesPt X
−$58K
net assets · Ln 32
Cash and savingsLn 1–2$180K
Total assetsLn 16$583K
LiabilitiesLn 26$641K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.4M
Government grantsLn 1e$975K
Fees for servicesLn 2g$846K
Other incomeLn 4–11$2K
Total revenueLn 12$4.2M
Assets in detailPt X, end of year
CashLn 1$180K
Cash and savings togetherLn 1–2$180K
Pledges and grants receivableLn 3$158K
Accounts receivableLn 4$245K
Total assetsLn 16$583K
LiabilitiesLn 26$641K
Net assetsLn 32−$58K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$181K$180K
Total assetsLn 16$381K$583K
LiabilitiesLn 26$227K$641K
Net assetsLn 32$154K−$58K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$77K
Office expensesLn 13$215$97$97$21
Information technologyLn 14$7K$29$7K$6
OccupancyLn 16$189$189
TravelLn 17$1K$1K$71
Conferences, conventions and meetingsLn 19$688K$688K
InterestLn 20$9K$9K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$3.6M$3.0M$447K$179K
All other expensesLn 24e$12K$3K$8K$23
Total functional expensesLn 25$4.4M$3.0M$1.2M$179K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 14, 2025 $4.2M$4.4M−$211K−$58K 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $3.7M$3.7M−$5K$154K 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $1.7M$2.2M−$506K$153K 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $1.4M$1.2M$230K$660K 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $2.2M$3.4M−$1.1M$430K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $4,225,018 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,720,625$3,377,285
I-9 Program service revenuePrior year $0$846,180
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $1,518$1,553
I-12 Total revenuePrior year $3,722,143$4,225,018
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$77,263
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,727,508$4,359,156
I-18 Total expensesPrior year $3,727,508$4,436,419
I-19 Revenue less expensesPrior year −$5,365−$211,401
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $4,225,018 across 6 lines filed
VIII-1e Government grants$975,399
VIII-1f All other contributions, gifts and grants$2,401,886
VIII-1h Total contributions, gifts and grants$3,377,285
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $846,180$846,180
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,553$1,553
VIII-12 Total revenueRelated to mission $847,733 · Unrelated business $0 · Excluded from tax $0$4,225,018
Part IX · Statement of functional expenses $4,436,419 across 10 lines filed
IX-5 Pay of current officers, directors and key staffManagement $77,263$77,263
IX-13 Office expensesPrograms $97 · Management $97 · Fundraising $21$215
IX-14 Information technologyPrograms $29 · Management $6,803 · Fundraising $6$6,838
IX-16 OccupancyManagement $189$189
IX-17 TravelPrograms $1,348 · Management $71$1,419
IX-19 Conferences, conventions and meetingsManagement $687,954$687,954
IX-20 InterestManagement $9,009$9,009
IX-23 InsuranceManagement $3,336$3,336
IX-24 Other expenses (24a–d)Programs $3,013,285 · Management $446,690 · Fundraising $178,688$3,638,663
IX-24e All other expensesPrograms $3,084 · Management $8,426 · Fundraising $23$11,533
IX-25 Total functional expensesPrograms $3,017,843 · Management $1,239,838 · Fundraising $178,738$4,436,419
Part X · Balance sheet $583,253 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $180,586$180,262
X-3 Pledges and grants receivableStart of year $150,159$157,910
X-4 Accounts receivableStart of year $43,427$245,081
X-9 Prepaid expenses and deferred chargesStart of year $6,625$0
X-16 Total assetsStart of year $380,797$583,253
X-17 Accounts payable and accrued expensesStart of year $218,101$430,974
X-25 Other liabilitiesStart of year $9,016$210,000
X-26 Total liabilitiesStart of year $227,117$640,974
X-27 Net assets without donor restrictionsStart of year $137,957−$116,961
X-28 Net assets with donor restrictionsStart of year $15,723$59,240
X-32 Total net assets or fund balancesStart of year $153,680−$57,721
X-33 Total liabilities and net assetsStart of year $380,797$583,253
Part XI · Reconciliation of net assets −$57,721 net assets at year end
XI-1 Total revenue$4,225,018
XI-2 Total expenses$4,436,419
XI-3 Revenue less expenses−$211,401
XI-4 Net assets at start of year$153,680
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$57,721

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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