Civic Intelligence

Independent School Dist 299 Foundation

EIN 41-1969906 • 501(c)3 • Caledonia, MN

Pub. 78 Eligible

Profile

Provide grants to school district staff

P O Box 65Caledonia, MN 55921
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$387,551

Up $35,586 (+10%) from 2023

Liabilities

$261

No earlier filing loaded for comparison.

Net Assets

Up

$387,290

Up $35,325 (+10%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin88th percentile

Revenue

Up

$77,460

Up $10,118 (+15%) from 2023

Expenses

Up

$42,135

Up $4,564 (+12%) from 2023

Net Income

Up

$35,325

Up $5,554 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$400K$300K$200K$100K$0Assets 2023: $351,965Net Assets 2023: $351,9652023Assets 2024: $387,551Liabilities 2024: $261Net Assets 2024: $387,2902024

Highlighted filing

2024

Assets$387,551
Liabilities$261
Net Assets$387,290
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$80K$60K$40K$20K$0Revenue 2023: $67,342Expenses 2023: $37,571Net Income 2023: $29,7712023Revenue 2024: $77,460Expenses 2024: $42,135Net Income 2024: $35,3252024

Highlighted filing

2024

Revenue$77,460
Expenses$42,135
Net Income$35,325
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,551
Liabilities
$261
Net assets
$387,290
Revenue
$77,460
Expenses
$42,135
Net income
$35,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.87$0.77$0.42$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.52$3.52$0.67$0.38$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$91,795
Mission and Program Overview

Mission

Provide grants to school district staff

Program Services

DescriptionGrantsExpenses
provide grants to school district staff to assist in the instructional needs of their classrooms$42,135-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN BOLERVice President-$0--
COREY GANTENBEINPresident-$0--
EMILY CONWAYSecretary-$0--
LINDSEY MARTELLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Night Event$41,501$41,501$7,475$34,026
Total Events$41,501$41,501$14,335$27,166
Filing and Contact Details

Filer

Filer Name
Independent School Dist 299 Foundation
EIN
41-1969906
Phone
5078958215
Address
P O BOX 65, CALEDONIA, MN 55921

Signing Officer

Name
Lindsey Martell
Title
Treasurer
Phone
5078958215
Signed
2025-05-07
Discuss with paid preparer
No

Preparer

Firm
Bartsch Tax and Accounting LLC
Address
306 MAIN ST SUITE 4, LA CRESCENT, MN 55947
Preparer
Josie Bartsch
Phone
5078958215
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“2 oustanding expense checks for total of $261 had to account for in balance sheet Part II section”

Part I, line 10

“Activity: Grantee Name: VARIOUS GRANTS TO STUDENTS Grantee Address: CALEDONIA MN 55921 Amount: 13000 Relationship: NONE”

Part I, line 10

“Activity: Grantee Name: SUPPLIES GRANT TO STAFF Grantee Address: CALEDONIA MN 55921 Amount: 4555 Relationship: NONE”

Part I, line 10

“Activity: Grantee Name: MINI GRANT TO STAFF Grantee Address: CALEDONIA MN 55921 Amount: 24580 Relationship: NONE”

Part II, line 26

“Description: OUTSTANDING EXPENSE CHECKS BOY Amount: 0 EOY Amount: 261”

Raw XML Appendix155 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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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATHAN BOLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE GRANTS TO SCHOOL DISTRICT STAFF
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042135
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042135
IRS990EZ/TotalRevenueAmt077460
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87058
IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02 oustanding expense checks for total of $261 had to account for in balance sheet Part II section
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity: Grantee Name: VARIOUS GRANTS TO STUDENTS Grantee Address: CALEDONIA MN 55921 Amount: 13000 Relationship: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity: Grantee Name: SUPPLIES GRANT TO STAFF Grantee Address: CALEDONIA MN 55921 Amount: 4555 Relationship: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity: Grantee Name: MINI GRANT TO STAFF Grantee Address: CALEDONIA MN 55921 Amount: 24580 Relationship: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: OUTSTANDING EXPENSE CHECKS BOY Amount: 0 EOY Amount: 261
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
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ReturnHeader/Filer/EIN0411969906
ReturnHeader/Filer/PhoneNum05078958215
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T09:38:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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