2021-12-14T11:02:14-06:00 2021-06-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR ROAD SUITE 302 MILWAUKEE WI 532263255 990 2020-07-01 390854863 STEM FORWARD INC STEM 4148107836 1025 N BROADWAY MILWAUKEE WI 53202 RICH MERKEL EXECUTIVE DIRECTOR 4148107836 2021-12-13 1 RICH MERKEL 999009999 JOSHUA BIERBACH P01449255 4142717800 2021-12-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICH MERKEL 1025 N BROADWAY MILWAUKEE WI 53202 312313 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 5 311 0 0 199098 185878 82046 98370 3059 823 24132 23273 308335 308344 17500 20000 0 0 180665 194267 0 0 8457 72404 56241 270569 270508 37766 37836 367349 398657 41039 45198 326310 353459 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 53781 0 0 STEM OUTREACH - PROMOTE OCCUPATIONS AND OPPORTUNITIES WITHIN THE FIELDS OF ENGINEERING AND SCIENCE. 87381 20000 98370 EDUCATION INITIATIVE - DIRECT MANAGEMENT OF STEM OUTREACH ACTIVITIES AND PROGRAMS WITH A SPECIAL EMPHASIS ON CONNECTING STUDENTS WITH STEM PROFESSIONALS. 53036 0 0 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. 2530 0 0 VARIOUS OTHER STEM PROGRAMS 2530 0 0 196728 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 1 5 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 GREG SCHROEDER PRESIDENT 1.00 X X 0 0 0 SHALINI BADHWAR PRESIDENT ELECT 1.00 X X 0 0 0 JOE HAMANN SECRETARY 1.00 X X 0 0 0 MARY BURGOON PAST PRESIDENT 1.00 X X 0 0 0 SEBASTIAN FRANCOIS TREASURER 1.00 X X 0 0 0 DANIEL ARK DIRECTOR 1.00 X 0 0 0 JILLY GOKALGANDHI DIRECTOR 1.00 X 0 0 0 JUANITA BANKS DIRECTOR 1.00 X 0 0 0 HARRY BECKER DIRECTOR 1.00 X 0 0 0 FRED BEGALE DIRECTOR 1.00 X 0 0 0 DALE HELD DIRECTOR 1.00 X 0 0 0 JULIE MURPHY DIRECTOR 1.00 X 0 0 0 LAURA SCHMIDT DIRECTOR 1.00 X 0 0 0 PATTY HAGEN DIRECTOR 1.00 X 0 0 0 PETER STIPAN DIRECTOR 1.00 X 0 0 0 TOM HERALY DIRECTOR 1.00 X 0 0 0 JENNIFER LARSEN DIRECTOR 1.00 X 0 0 0 MATT REILAND 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 PHYLLIS KING DIRECTOR 1.00 X 0 0 0 BE WARE DIRECTOR 1.00 X 0 0 0 JOE ZIZZO DIRECTOR 1.00 X 0 0 0 CHRIS TAYLOR DIRECTOR 1.00 X 0 0 0 ERIN TOWEY DIRECTOR 1.00 X 0 0 0 SCOTT SPARAPANI DIRECTOR 1.00 X 0 0 0 RICH MERKEL EXECUTIVE DIRECTOR 40.00 X 97975 0 0 97975 0 0 0 0 0 0 0 185878 185878 SPONSORSHIP 541900 88750 88750 SPECIAL AWARD 541900 8970 8970 REGISTRATION FEES 541900 650 650 98370 823 823 16555 3969 12586 12586 SECTION 481(A) ADJUSTM 541900 10687 10687 10687 308344 98370 0 24096 20000 20000 100770 65003 31354 4413 78894 59510 16625 2759 14603 11015 3077 511 5100 5100 5986 832 5154 2077 23 2054 2702 837 1091 774 9 9 3088 3088 475 475 EVENT EXPENSES 19684 19684 PROGRAM EXPENSES 11336 11336 MISCELLANEOUS 5400 5400 MISCELLANEOUS 384 384 270508 196728 65323 8457 254381 314007 105267 79449 7701 5201 3836 3836 0 0 367349 398657 41039 45198 41039 45198 X 285372 324421 40938 29038 326310 353459 367349 398657 X 37836 -10687 X 0 1 X 1 0 X 190219 190013 210381 199098 185878 975589 96049 99198 104329 82046 98370 479992 286268 289211 314710 281144 284248 1455581 0 0 0 1455581 540 1136 2261 3059 823 7819 540 1136 2261 3059 823 7819 286808 290347 316971 284203 285071 1463400 0.99470 0.99500 0.00530 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3836 3836 0 0 X 284973 10000 10000 274973 33371 33371 308344 257824 10000 10000 247824 22684 22684 270508 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 4B - OTHER ADJUSTMENTS: SECTION 481(A) ADJUSTMENT 10,687. DIRECT PROGRAM EVENT EXPENSE 22,684. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT PROGRAM EVENT EXPENSE 22,684. GOLF OUTING 16555 16555 250 1337 2382 16555 16555 250 1337 2382 3969 12586 1 COLLEGE SCHOLARSHIPS 6 20000 CASH - FMV 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.