Civic Intelligence

Special Intermediate School District 916 Foundation

EIN 41-1497099 • 501(c)3 • White Bear Lake, MN

Profile

The 916 foundation is a charitable organization that enhances teaching and learning through economic support to the students, staff, programs and member districts of northeast metro 916 intermediate school district.

2540 County Road F EastWhite Bear Lake, MN 55110

www.916educationfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.10x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

41st percentile

1.9%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$793,316

Up $13,559 (+1.7%) from 2024

Liabilities

Up

$6,491

Up $394 (+6.5%) from 2024

Net Assets

Up

$786,825

Up $13,165 (+1.7%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin75th percentile

Revenue

Down

$62,242

Down $9,691 (-13%) from 2024

Expenses

Up

$48,077

Up $2,445 (+5.4%) from 2024

Net Income

Down

$14,165

Down $12,136 (-46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $629,648Liabilities 2010: $18,599Net Assets 2010: $611,0492010Assets 2011: $639,901Liabilities 2011: $2,500Net Assets 2011: $637,4012011Assets 2012: $586,347Liabilities 2012: $0Net Assets 2012: $586,3472012Assets 2013: $642,946Liabilities 2013: $0Net Assets 2013: $642,9462013Assets 2014: $735,922Liabilities 2014: $23,600Net Assets 2014: $712,3222014Assets 2015: $708,519Liabilities 2015: $0Net Assets 2015: $708,5192015Assets 2016: $691,164Liabilities 2016: $0Net Assets 2016: $691,1642016Assets 2017: $730,775Liabilities 2017: $0Net Assets 2017: $730,7752017Assets 2018: $749,484Liabilities 2018: $0Net Assets 2018: $749,4842018Assets 2019: $771,289Liabilities 2019: $0Net Assets 2019: $771,2892019Assets 2020: $767,992Liabilities 2020: $0Net Assets 2020: $767,9922020Assets 2021: $925,260Liabilities 2021: $42,383Net Assets 2021: $882,8772021Assets 2022: $811,051Liabilities 2022: $34,122Net Assets 2022: $776,9292022Assets 2023: $754,862Liabilities 2023: $7,503Net Assets 2023: $747,3592023Assets 2024: $779,757Liabilities 2024: $6,097Net Assets 2024: $773,6602024Assets 2025: $793,316Liabilities 2025: $6,491Net Assets 2025: $786,8252025

Highlighted filing

2025

Assets$793,316
Liabilities$6,491
Net Assets$786,825
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $115,2562010Revenue 2011: $100,106Expenses 2011: $154,394Net Income 2011: -$54,2882011Revenue 2012: $110,449Expenses 2012: $158,695Net Income 2012: -$48,2462012Revenue 2013: $97,030Expenses 2013: $91,617Net Income 2013: $5,4132013Revenue 2014: $139,474Expenses 2014: $130,345Net Income 2014: $9,1292014Revenue 2015: $121,328Expenses 2015: $111,706Net Income 2015: $9,6222015Revenue 2016: $135,715Expenses 2016: $114,492Net Income 2016: $21,2232016Revenue 2017: $124,148Expenses 2017: $122,157Net Income 2017: $1,9912017Revenue 2018: $129,218Expenses 2018: $117,818Net Income 2018: $11,4002018Revenue 2019: $146,068Expenses 2019: $116,223Net Income 2019: $29,8452019Revenue 2020: $153,107Expenses 2020: $114,383Net Income 2020: $38,7242020Revenue 2021: $134,522Expenses 2021: $109,398Net Income 2021: $25,1242021Revenue 2022: $90,553Expenses 2022: $119,609Net Income 2022: -$29,0562022Revenue 2023: $59,973Expenses 2023: $84,025Net Income 2023: -$24,0522023Revenue 2024: $71,933Expenses 2024: $45,632Net Income 2024: $26,3012024Revenue 2025: $62,242Expenses 2025: $48,077Net Income 2025: $14,1652025

Highlighted filing

2025

Revenue$62,242
Expenses$48,077
Net Income$14,165
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$793,316
Liabilities
$6,491
Net assets
$786,825
Revenue
$62,242
Expenses
$48,077
Net income
$14,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.93$0.06$7.87$0.62$0.48$0.14
2024Detailed filing. Detailed filing data is available for this year.$7.80$0.06$7.74$0.72$0.46$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.55$0.08$7.47$0.60$0.84$0.24
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.34$7.77$0.91$1.20$0.29
2021Detailed filing. Detailed filing data is available for this year.$9.25$0.42$8.83$1.35$1.09$0.25
2020Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$1.53$1.14$0.39
2019Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$1.46$1.16$0.30
2018Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$1.29$1.18$0.11
2017Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.24$1.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$1.36$1.14$0.21
2015Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$1.21$1.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.36$0.24$7.12$1.39$1.30$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.00$6.43$0.97$0.92$0.05
2012Summary only. Only limited summary data is available for this year.$5.86$0.00$5.86$1.10$1.59$0.48
2011Summary only. Only limited summary data is available for this year.$6.40$0.03$6.37$1.00$1.54$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.19$6.11$1.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.0
Gross Receipts
$69,063
Mission and Program Overview

Mission

The 916 education foundation is a charitable organization that enhances teaching and learning through economic support to the students, staff, programs and member districts of northeast metro 916 intermediate school district.

The 916 foundation is a charitable organization that enhances teaching and learning through economic support to the students, staff, programs and member districts of northeast metro 916 intermediate school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,576$59,469▼ $107
Prepaid Expenses and Deferred Charges$2,330--
Accounts Receivable$1,000$1,440▲ $440
Total Assets$779,757$793,316▲ $13,559
Other Assets Total$716,851$732,407▲ $15,556
Liabilities
Accounts Payable and Accrued Expenses$6,097$6,491▲ $394
Total Liabilities$6,097$6,491▲ $394
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$671,510$685,675▲ $14,165
Net Assets With Donor Restrictions$102,150$101,150▼ $1,000
Total Net Assets Fund Balance$773,660$786,825▲ $13,165
Total Liabilities and Net Assets / Fund Balance$779,757$793,316▲ $13,559

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$78,163--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$509,548-▲ $39,564-$524,533
2024$483,717-▲ $49,640-$509,548
2023$494,643-▲ $12,487-$483,717
2022$515,331$20,000▼ $15,150-$494,643
2021$413,135-▲ $125,504-$515,331
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Doug SurgenorPresident
Diane KilianDirector
Gary Benson Resigned 61925Director
Jean CarraherDirector
Shanaya WalkerDirector
Erick LehetPast Preside
Jamie HansonSecretary
Chris KnutsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,766
Program Service Revenue
$0
Investment Income
$27,654
Other Revenue
$6,822
All Other Contributions
$27,766
Change in Net Assets
$14,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,925
Other Expenses$11,019
Salaries, Compensation, and Employee Benefits$10,133
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,484--$16,484
Grants to Domestic Orgs$10,441--$10,441
Other Salaries and Wages-$10,133-$10,133
Fees for Services Accounting-$3,599-$3,599
Fees for Services Other$2,654--$2,654
Office Expenses-$2,436-$2,436
Insurance-$2,330-$2,330
Total Functional Expenses$29,579$18,498$0$48,077
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northeast Metro 916White Bear Lake, MN-Enhance Teaching & L$10,441
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,643
Fundraising Direct Expenses$6,821
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The board of directors contracted with two independent consultants who provide financial and administrative support to the foundation.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an independent accounting firm. Once the form is completed, it is given to the executive assistant and finance committee for review and then approved by board of directors before it is signed and filed.”

Form 990, Page 6, Part VI, Line 15A

“There are two consultants who support the foundation. They work under contract and contract updates and revisions are reviewed by the board finance committee.”

Form 990, Page 6, Part VI, Line 19

“The foundation makes its governing documents, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Special Intermediate School
EIN
41-1497099
Phone
6514914171
Address
2540 COUNTY ROAD F EAST, WHITE BEAR LAKE, MN 55110

Signing Officer

Name
Doug Surgenor
Title
President
Phone
6122105448
Signed
2026-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Surgenor
Formed
1984
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
2

Preparer

Firm
Dan R Olthoff CPA Pllc
Address
12501 RIDGEDALE DR STE 321, MINNETONKA, MN 55305
Preparer
Dan R Olthoff
Phone
9523225020
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Employee recognition is a necessary element for the staff in the district who work with severely disabled level iv special students.”

Form 990, Part XI, Line 9

“Release of restricted funds -1,000”

Raw XML Appendix400 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06097
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06491
IRS990/AccountsReceivableGrp/BOYAmt01000
IRS990/AccountsReceivableGrp/EOYAmt01440
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 916 FOUNDATION IS A CHARITABLE ORGANIZATION THAT ENHANCES TEACHING AND LEARNING THROUGH ECONOMIC SUPPORT TO THE STUDENTS, STAFF, PROGRAMS AND MEMBER DISTRICTS OF NORTHEAST METRO 916 INTERMEDIATE SCHOOL DISTRICT.
IRS990/AllOtherContributionsAmt027766
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARCIA NEWTON
IRS990/BooksInCareOfDetail/PhoneNum06514155657
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02540 EAST COUNTY ROAD F
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHITE BEAR LAKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055110
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt059576
IRS990/CashNonInterestBearingGrp/EOYAmt059469
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027766
IRS990/CYGrantsAndSimilarPaidAmt026925
IRS990/CYInvestmentIncomeAmt027654
IRS990/CYOtherExpensesAmt011019
IRS990/CYOtherRevenueAmt06822
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014165
IRS990/CYSalariesCompEmpBnftPaidAmt010133
IRS990/CYTotalExpensesAmt048077
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062242
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0SPECIAL EDUCATON EQUIPMENT ALLOCATIONS. THE PROGRAM PROVIDES THE DISTRICT WITH SPECIAL EQUIPMENT WHEN IT IS NECESSARY TO ENHANCE THE LEARNING ENVIRONMENT OF THE SCHOOL. THE DISTRICT IN WHICH SUPPORT IS PROVIDED TO SERVE APPROXIMATELY 5,400 STUDENTS FOR THE YEAR ENDED JUNE 30, 2025.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0102150
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0101150
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt010441
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03599
IRS990/FeesForServicesAccountingGrp/TotalAmt03599
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02654
IRS990/FeesForServicesOtherGrp/TotalAmt02654
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0ERICK LEHET
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS KNUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG SURGENOR
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMIE HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY BENSON RESIGNED 61925
IRS990/Form990PartVIISectionAGrp/PersonNm5DIANE KILIAN
IRS990/Form990PartVIISectionAGrp/PersonNm6SHANAYA WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm7JEAN CARRAHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt06821
IRS990/FundraisingGrossIncomeAmt013643
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt010441
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt016484
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt016484
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010441
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010441
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt069063
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02330
IRS990/InsuranceGrp/TotalAmt02330
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt027654
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027654
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 916 FOUNDATION IS A CHARITABLE ORGANIZATION THAT ENHANCES TEACHING AND LEARNING THROUGH ECONOMIC SUPPORT TO THE STUDENTS, STAFF, PROGRAMS AND MEMBER DISTRICTS OF NORTHEAST METRO 916 INTERMEDIATE SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0773660
IRS990/NetAssetsOrFundBalancesEOYAmt0786825
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06822
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0671510
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0685675
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02436
IRS990/OfficeExpensesGrp/TotalAmt02436
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0716851
IRS990/OtherAssetsTotalGrp/EOYAmt0732407
IRS990/OtherChangesInNetAssetsAmt0-1000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010133
IRS990/OtherSalariesAndWagesGrp/TotalAmt010133
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02330
IRS990/PrincipalOfficerNm0DOUG SURGENOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS ARE PROVIDED TO STUDENTS FOR CONTINUING EDUCATION. THERE WERE 15 STUDENTS PROVIDED WITH SCHOLARSHIPS IN FISCAL 2024-25.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016484
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016484
IRS990/ProgSrvcAccomActy3Grp/Desc0STUDENT RECOGNITION IS A CRITICAL COMPONENT OF THE DISTRICT SPECIAL EDUCATION PROGRAM THROUGH POSITIVE BEHAVIORAL INTERVENTION & SUPPORT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01760
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EMPLOYEE RECOGNITION IS A NECESSARY ELEMENT FOR THE STAFF IN THE DISTRICT WHO WORK WITH SEVERELY DISABLED LEVEL IV SPECIAL STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0894
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029004
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt023941
IRS990/PYInvestmentIncomeAmt038479
IRS990/PYOtherExpensesAmt010066
IRS990/PYOtherRevenueAmt04450
IRS990/PYRevenuesLessExpensesAmt026301
IRS990/PYSalariesCompEmpBnftPaidAmt011625
IRS990/PYTotalExpensesAmt045632
IRS990/PYTotalRevenueAmt071933
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt014165
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 99,573
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0274024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt038636
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038805
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt091901
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt027605
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt042809
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01346
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014365
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013448
IRS990ScheduleA/OtherIncome170Grp/TotalAmt099573
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66450
IRS990ScheduleA/PublicSupportPY170Pct00.72650
IRS990ScheduleA/PublicSupportTotal170Amt0274024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029004
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082438
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0274024
IRS990ScheduleA/TotalSupportAmt0412402
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.70000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04424
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0509548
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0524533
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt020155
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04286
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0483717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0509548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt019523
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04214
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0494643
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0483717
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt019199
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012487
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06216
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0515331
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0494643
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt019322
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05592
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0413135
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0515331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt017715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0125504
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0524533
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1129711
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt278163
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ST PAUL & MN FDN
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1JACKSON NATIONAL LIFE ANNUITY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2FIDELITY INVESTMENTS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.30000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0732407
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016484
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/RecipientTable/CashGrantAmt010441
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENHANCE TEACHING & L
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTHEAST METRO 916
IRS990ScheduleI/RecipientTable/RecipientEIN0410963247
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02540 COUNTY RD F EAST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WHITE BEAR LAKE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STUDENT SCHOLARSHIPS ARE PAID UPON RECEIPT OF PAYMENT INFORMATION FROM THE DISTRICT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYEE RECOGNITION IS A NECESSARY ELEMENT FOR THE STAFF IN THE DISTRICT WHO WORK WITH SEVERELY DISABLED LEVEL IV SPECIAL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS CONTRACTED WITH TWO INDEPENDENT CONSULTANTS WHO PROVIDE FINANCIAL AND ADMINISTRATIVE SUPPORT TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE THE FORM IS COMPLETED, IT IS GIVEN TO THE EXECUTIVE ASSISTANT AND FINANCE COMMITTEE FOR REVIEW AND THEN APPROVED BY BOARD OF DIRECTORS BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE TWO CONSULTANTS WHO SUPPORT THE FOUNDATION. THEY WORK UNDER CONTRACT AND CONTRACT UPDATES AND REVISIONS ARE REVIEWED BY THE BOARD FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RELEASE OF RESTRICTED FUNDS -1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0779757
IRS990/TotalAssetsEOYAmt0793316
IRS990/TotalAssetsGrp/BOYAmt0779757
IRS990/TotalAssetsGrp/EOYAmt0793316
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027766
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018498
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029579
IRS990/TotalFunctionalExpensesGrp/TotalAmt048077
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06097
IRS990/TotalLiabilitiesEOYAmt06491
IRS990/TotalLiabilitiesGrp/BOYAmt06097
IRS990/TotalLiabilitiesGrp/EOYAmt06491
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0773660
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0786825
IRS990/TotalOtherProgSrvcExpenseAmt0894
IRS990/TotalProgramServiceExpensesAmt029579
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027654
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062242
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0779757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0793316
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.916EDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG SURGENOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06122105448
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPECIAL INTERMEDIATE SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISTRICT 916 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0411497099
ReturnHeader/Filer/PhoneNum06514914171
ReturnHeader/Filer/USAddress/AddressLine1Txt02540 COUNTY ROAD F EAST
ReturnHeader/Filer/USAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800348202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAN R OLTHOFF CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012501 RIDGEDALE DR STE 321
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNETONKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055305
ReturnHeader/PreparerPersonGrp/PhoneNum09523225020
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN R OLTHOFF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-29T09:50:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.