Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,139,790 | 1,603,372 | 584,326 | 1,230,742 | 1,516,651 | 6,074,881 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 1,139,790 | 1,603,372 | 584,326 | 1,230,742 | 1,516,651 | 6,074,881 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 3,718,940 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,355,941 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,139,790 | 1,603,372 | 584,326 | 1,230,742 | 1,516,651 | 6,074,881 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 14 | 180 | 229 | 122 | 95 | 640 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 6,075,521 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990 - ORGANIZATION'S MISSION | THE NSTMF'S MISSION IS TO BUILD INCLUSIVE STEM COMMUNITIES ACROSS THE UNITED STATES. FUNDAMENTAL TO THESE COMMUNITIES ARE THE SIGNIFICANT, INSPIRATIONAL CONNECTIONS WE FOSTER BETWEEN THE INDIVIDUALS WHO HAVE RECEIVED NATIONAL RECOGNITION FOR EXCELLENCE IN STEM AND TODAYS DIVERSE GENERATION OF COLLEGE AND HIGH SCHOOL STUDENTS. TOGETHER THEY WILL PAVE THE WAY FOR A MORE EQUITABLE FUTURE IN SCIENCE AND TECHNOLOGY. OUR VISION IS TO BE A DRIVING FORCE IN CREATING A WORLD IN WHICH THE DIVERSITY OF THE AMERICAN SOCIETY IS REFLECTED IN THE RECIPIENTS OF ALL PRESTIGIOUS STEM HONORS, INCLUDING FUTURE LAUREATE CLASSES OF THE NATIONAL MEDAL OF SCIENCE AND THE NATIONAL MEDAL OF TECHNOLOGY AND INNOVATION. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE INSTEM MENTORSHIP PROGRAM: IS AN AUXILIARY SUPPORT NETWORK OF AND FOR UNDERGRADUATE STUDENTS FROM UNDERREPRESENTED COMMUNITIES STUDYING STEM. STUDENTS ARE LEAVING STEM MAJORS AT AN ALARMINGLY FAST RATE. STUDENTS FROM UNDERREPRESENTED COMMUNITIES ARE EVEN LESS LIKELY TO GRADUATE WITH THEIR STEM DEGREES. EFFECTIVE MENTORSHIP HAS PROVEN SUCCESSFUL IN RETAINING STUDENTS IN STEM PROGRAMS, ESPECIALLY THOSE FROM UNDERREPRESENTED COMMUNITIES. INSTEM OFFERS AN INVALUABLE OPPORTUNITY FOR ALL STUDENTS TO CONNECT WITH THEIR PEERS AND FACULTY WHILE FEELING SUPPORTED IN AN ENVIRONMENT THAT CAN BE SUBJECT TO A LACK OF DIVERSITY AND INCLUSION. INSTEM OFFERS FOUR YEARS OF PROGRAMMING; EACH HAS A THEME BASED ON THE SCHOLARS' NEEDS FOR THE CURRENT SCHOOL YEAR. EACH COHORT INCLUDES 15 INSTEM SCHOLARS AND ONE COACH, A STEM PROFESSOR, OR AN ESTABLISHED GRADUATE STUDENT AT THE INSTITUTION. STEM EXPERTS VISIT COHORTS TO LEAD WORKSHOPS AND PROVIDE INSIGHTS INTO THE GREATER STEM COMMUNITY. |
| FORM 990, PAGE 2, PART III, LINE 4B | "SCIENCE AND INNOVATION UNSCRIPTED- OR "UNSCRIPTED," WAS CREATED BY THE NSTMF TO SERVE THE FOUNDATIONS MISSION OF CHAMPIONING THE WORK AND LIVES OF AMERICAS GREATEST SCIENTISTS AND TECHNOLOGISTS AND CONNECTING THESE EXTRAORDINARY INDIVIDUALS TO THE NEXT GENERATION. THE PROGRAM MARKS OUR FIRST STEP TOWARD BUILDING AN INCLUSIVE COALITION OF INSPIRED STEM STUDENTS. THE PROGRAM FEATURES NATIONAL MEDAL LAUREATES AND OTHER PROMINENT STEM EXPERTS IN INTIMATE, DISCUSSION-CENTRIC EVENTS. NOW IN ITS SIXTH YEAR, THE PROGRAM HAS FEATURED NEARLY 40 EXPERTS, REACHED AN AUDIENCE OF MORE THAN 10,000 STUDENTS, PROFESSORS, AND MEMBERS OF THE PUBLIC, AND CREATED RELATIONSHIPS WITH 20+ UNIVERSITIES AND INSTITUTIONS. THE HALLMARK OF THESE EVENTS IS THE INTIMATE ATMOSPHERE IN WHICH STEM EXPERTS SHARE STORIES ABOUT NOTABLE ACCOMPLISHMENTS AS WELL AS THE FAILURE AND FALSE STARTS THAT DEFINED THEIR JOURNEY TO SUCCESS. GEARED TOWARDS STUDENTS AND YOUNG STEM PROFESSIONALS, THESE EVENTS PULL BACK THE CURTAIN ON WORLD-CHANGING SCIENTIFIC ACCOMPLISHMENTS. THE AUDIENCE IS ENCOURAGED TO ASK QUESTIONS AND ENGAGE WITH THE SPEAKERS OUTSIDE THE STRUCTURE OF A TYPICAL STUDENT-TEACHER INTERACTION. BY ATTENDING ONE OF THESE PROGRAMS OR WATCHING ONLINE, STUDENTS GAIN ACCESS TO A SET OF INDIVIDUALS THEY WOULDNT OTHERWISE BE ABLE TO ENGAGE IN A SUBSTANTIVE DISCUSSION. |
| FORM 990, PAGE 2, PART III, LINE 4D | NATIONAL MEDALS EVENTS - SINCE ITS INCEPTION, THE NSTMF HAS HONORED THE MEN AND WOMEN WHO RECEIVE AMERICAS HIGHEST HONORS IN SCIENCE AND TECHNOLOGY: THE NATIONAL MEDAL OF SCIENCE AND THE NATIONAL MEDAL OF TECHNOLOGY AND INNOVATION. THESE MEDALS, BESTOWED BY THE PRESIDENT OF THE UNITED STATES, RECOGNIZE THOSE WHO LEAD OUR COUNTRY AND THE WORLD IN SCIENTIFIC AND TECHNOLOGICAL ADVANCEMENT. THEIR PASSION FOR KNOWLEDGE HAS TAKEN US BEYOND OUR PLANET, TO THE BOTTOM OF OUR SEAS, AND DEEP WITHIN THE NEURAL PATHWAYS OF THE HUMAN BRAIN. THE NSTMF HONORS THESE ACCOMPLISHMENTS BY HOSTING THE NATIONAL MEDALS CELEBRATION, A THREE-DAY CELEBRATION OF INGENUITY AND EXCELLENCE IN STEM. THE CELEBRATION HONORS THE NEW CLASS OF LAUREATES, THE BROADER LAUREATE COMMUNITY, AND LEADERS IN THE STEM COMMUNITY DOING EXCELLENT WORK IN THE LAB AND IN SUPPORT OF THEIR COMMUNITY. THE NSTMF HOSTS THE NATIONAL MEDALS CELEBRATION, A DAY-LONG SERIES OF EVENTS BEGINNING WITH A CEREMONY WHERE THE LAUREATES RECEIVE THEIR MEDALS FROM THE PRESIDENT OF THE UNITED STATES AND ENDING WITH A CELEBRATORY GALA FOR LAUREATES AND THEIR HONORED GUESTS. |
| FORM 990, PAGE 6, PART VI, LINE 2 | ROBIN RATHMANN-NOONAN ANDREW RATHMANN-NOONAN BOARD MEMBER PRESIDENT SIBLING RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 7A | PURSUANT TO THE BYLAWS, THE NSTMF MUST HAVE A MINIMUM OF THREE AND A MAXIMUM OF 11 DIRECTORS. ALSO PURSUANT TO THE BYLAWS, THE RATHMANN FAMILY FOUNDATION HAS THE RIGHT TO APPOINT ONE DIRECTOR. ALL OTHER DIRECTORS ARE ELECTED BY THE THEN-SERVING BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE NSTMF'S FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT. THE DRAFT IS THEN REVIEWED BY THE ORGANIZATION'S PRESIDENT, AUDIT COMMITTEE AND LEGAL COUNSEL. ONCE THEY ARE SATISFIED WITH THE RETURN, IT IS PROVIDED (PRIOR TO FILING) TO THE NSTMF'S BOARD OF DIRECTORS FOR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH DIRECTOR AND OFFICER COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THEY ARE INVOLVED AND THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. ALL DISCLOSURE STATEMENTS ARE SUBMITTED TO AND REVIEWED BY THE PRESIDENT OF THE ORGANIZATION. PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER OR INTERESTED PERSON HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. IF THE BOARD DEEMS NECESSARY, A BOARD MEMBER WITH A CONFLICT SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER. THE MINUTES OF THE BOARD MEETINGS RECORD THE NAMES OF ALL INDIVIDUALS WHO DISCLOSE CONFLICTS AND THE CORRESPONDING ACTIONS TAKEN BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT'S COMPENSATION IS FIRST REVIEWED BY A BOARD-APPOINTED COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE EVALUATES THE PRESIDENT'S PERFORMANCE AND CONSIDERS COMPENSATION COMPARABILITY DATA IN CONNECTION WITH ITS REVIEW. THE COMPENSATION COMMITTEE THEN MAKES A RECOMMENDATION REGARDING THE PRESIDENT'S COMPENSATION THAT IS SUBJECTED TO THE REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | AT THIS TIME, THE PRESIDENT IS THE ONLY COMPENSATED OFFICER OR KEY EMPLOYEE. SHOULD THIS CHANGE IN THE FUTURE, ALL FORMS OF COMPENSATION PAID TO OTHER OFFICERS OR TO KEY EMPLOYEES WILL BE REVIEWED BY A BOARD-APPOINTED COMPENSATION COMMITTEE. THE COMMITTEE WILL EVALUATE THE OFFICER OR KEY EMPLOYEE'S PERFORMANCE AND CONSIDER COMPENSATION COMPARABILITY DATA IN CONNECTION WITH ITS REVIEW. THE COMPENSATION COMMITTEE THEN WILL MAKE A RECOMMENDATION REGARDING THE OFFICER OR KEY EMPLOYEE'S COMPENSATION THAT WILL BE SUBJECTED TO THE REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST THE FOLLOWING GOVERNING DOCUMENTS: AUDITED FINANCIAL STATEMENTS BY LAWS FORM 990 |
| FORM 990, PART IX, LINE 11G | CONSULTING 228,776 0 0 |
| Software ID: | |
| Software Version: |