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Burlington Stem Foundation INC FY2023 filing

Tax-deductible

Burlington, IA501(c)(3)Science & Technology EIN 84-4286982Revenue $184K in FY2023Latest return filed May 15, 2025

On file with the IRSBurlington, IATax-exempt since May 2020Publicly supported charity — 170(b)(1)(A)(vi)

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Stem education and outreach

501(c)(3) charity; gifts are tax-deductible.
2¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
2 of 2
filings with a surplus
Average surplus $89K a year · 59% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
2%
of spending
Concern: 2% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $105K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$41K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 11 voting members
Concern: none of 11 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$184K
Spent
$34K
To programs
2%
Net assets
$161K
By yearFY2023–FY2024
Revenue
$184K
FY2023
Tap a bar for its year
Revenue by fiscal year
FY2023$184K
FY2024$120K
Expenses
$34K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2023$34K
FY2024$91K
Net assets
$161K
FY2023
Tap a bar for its year
Net assets by fiscal year
FY2023$161K
FY2024$189K

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2020.

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

Where the money goes

2 cents of each dollar spent went to programs.

Program services 2% · $537 Management & general 98% · $34K

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

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
David Carlson
President
$0Pt VII · Sec A
Matt Shivers
Vice Pres
$0Pt VII · Sec A
Tami Plein
Secretary
$0Pt VII · Sec A
Dawn Hazell
Treasurer
$0Pt VII · Sec A
Becky Anderson
Chairperson
$0Pt VII · Sec A
Tammy McCoy
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Burlington Stem Foundation INC 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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Burlington Stem Foundation INC is a science and technology nonprofit based in Burlington, IA.

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2 programs · $166K · in their own filed words · FY2023
01

Purchased a building to develop into a S.T.E.M. Museum to further the

$166Kprogram expense
02

Donation to kidtek science camp at local community college.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
John H Witte JR FoundationFY2024$50K
Harry and Virginia Murray FoundationFY2024$30K
Fidelity Investments Charitable Gift FundFY2024$25K
Total grants receivedfrom 3 funders$105K
See all 3 funders →

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$184K
Ln 12
Gifts and grantsLn 1h$177K
Other incomeLn 4–11$7K
Money outPt IX
$34K
Ln 25
Programscol B$537
Managementcol C$34K
Owns and owesPt X
$161K
net assets · Ln 32
Cash and savingsLn 1–2$33K
Total assetsLn 16$202K
LiabilitiesLn 26$41K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$177K
Government grantsLn 1e$10K
Other incomeLn 4–11$7K
Total revenueLn 12$184K
Assets in detailPt X, end of year
CashLn 1$33K
Cash and savings togetherLn 1–2$33K
Land, buildings, equipmentLn 10c$169K
Total assetsLn 16$202K
LiabilitiesLn 26$41K
Net assetsLn 32$161K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$8K$33K
Land, buildings, equipmentLn 10c$169K
Total assetsLn 16$8K$202K
LiabilitiesLn 26$0$41K
Net assetsLn 32$8K$161K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$537$537
Legal feesLn 11b$288$288
Other fees for servicesLn 11g$28K$28K
Office expensesLn 13$191$191
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$34K$537$34K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS May 15, 2025 $120K$91K$29K$189K 990 PDF
FY2023 ViewingFiled with the IRS Nov 26, 2024 $184K$34K$150K$161K 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 FY2023 990 (6 parts)
Part I · Summary $184,007 revenue, 12 lines filed
I-8 Contributions and grants$177,107
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$6,900
I-12 Total revenue$184,007
I-13 Grants and similar amounts paid$537
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$33,855
I-18 Total expenses$34,392
I-19 Revenue less expenses$149,615
Part VI · Governance 0 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
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
Part VIII · Statement of revenue $184,007 across 7 lines filed
VIII-1e Government grants$10,250
VIII-1f All other contributions, gifts and grants$3,857
VIII-1h Total contributions, gifts and grants$177,107
VIII-6 Net rental income or lossUnrelated business $6,600$6,600
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $300$300
VIII-12 Total revenueUnrelated business $6,900$184,007
Part IX · Statement of functional expenses $34,392 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $537$537
IX-11b Legal feesManagement $288$288
IX-11g Other fees for servicesManagement $28,231$28,231
IX-13 Office expensesManagement $191$191
IX-23 InsuranceManagement $3,536$3,536
IX-24 Other expenses (24a–d)Management $1,609$1,609
IX-25 Total functional expensesPrograms $537 · Management $33,855 · Fundraising $0$34,392
Part X · Balance sheet $201,510 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $8,130$32,876
X-10c Land, buildings and equipment, net$168,634
X-16 Total assetsStart of year $8,130$201,510
X-22 Loans from officers and insiders$10,000
X-23 Secured mortgages and notes payable$30,933
X-26 Total liabilitiesStart of year $0$40,933
X-27 Net assets without donor restrictionsStart of year $8,130$160,577
X-32 Total net assets or fund balancesStart of year $8,130$160,577
X-33 Total liabilities and net assetsStart of year $8,130$201,510
Part XI · Reconciliation of net assets $160,577 net assets at year end
XI-1 Total revenue$184,007
XI-2 Total expenses$34,392
XI-3 Revenue less expenses$149,615
XI-4 Net assets at start of year$8,130
XI-10 Net assets at end of year$160,577

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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