Civic Intelligence

Special Intermediate School District 916 Foundation

990 • Fiscal year 2025 • EIN 41-1497099

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 15, 2026

Organization ProfileWWW.916EDUCATIONFOUNDATION.ORG
2540 County Road F EastWhite Bear Lake, MN 55110

(651) 491-4171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.10x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

44th percentile

1.7%

Faster asset growth than 44% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$793,316

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

Net Assets

Up

$786,825

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

Liabilities

Up

$6,491

Up $394 (+6.5%) from 2024

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin78th 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

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 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
2024$509,548-▲ $39,564-$524,533
2023$483,717-▲ $49,640-$509,548
2022$494,643-▲ $12,487-$483,717
2021$515,331$20,000▼ $15,150-$494,643
2020$413,135-▲ $125,504-$515,331
Compensation and Service Providers
Top Officer Pay58th percentile

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.

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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RELEASE OF RESTRICTED FUNDS -1,000
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ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed 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