2024-04-24T08:47:05-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 410811842 SEARCH INSTITUTE SEAR 6123768955 3001 BROADWAY ST NE 310 MINNEAPOLIS MN 55413 BENJAMIN HOULTBERG PRESIDENT AND CEO 6123768955 2024-04-19 1 BENJAMIN HOULTBERG 999009999 0 MICHAEL HINSCH P01875343 6123764500 2024-04-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z BENJAMIN HOULTBERG 3001 BROADWAY ST NE 310 MINNEAPOLIS MN 55413 4230703 0 X WWW.SEARCH-INSTITUTE.ORG X 1958 MN TO PARTNER WITH YOUTH-SERVING ORGANIZATIONS TO CONDUCT AND APPLY RESEARCH THAT PROMOTES POSITIVE YOUTH DEVELOPMENT AND EQUITY. 14 15 36 14 0 0 4152868 2565659 1261521 1117534 22726 41562 407793 470855 5844908 4195610 164343 0 0 0 2668952 3178221 0 0 112363 2218206 2550448 5051501 5728669 793407 -1533059 11702274 10219790 976060 750253 10726214 9469537 X SEARCH INSTITUTE BRIDGES RESEARCH AND PRACTICE TO HELP YOUNG PEOPLE BE AND BECOME THEIR BEST SELVES. SEARCH INSTITUTE WORKS TO ACHIEVE THAT OBJECTIVE IN THREE PRIMARY WAYS: (1) CONDUCTING AND COMMUNICATING FINDINGS FROM QUANTITATIVE AND QUALITATIVE STUDIES TO DEEPEN UNDERSTANDING OF AND REFRAME CRITICAL ISSUES IN YOUTH DEVELOPMENT AND EDUCATION, (2) DESIGNING AND DELIVERING WORKSHOPS, SURVEYS, AND OTHER PRACTICAL RESOURCES THAT HELP ADULTS IMPROVE THE CONNECTIONS THEY BUILD AND THE SUPPORT THEY PROVIDE TO YOUNG PEOPLE, AND (3) PARTNERING WITH YOUTH-SERVING ORGANIZATIONS TO STRENGTHEN PROGRAMS, POLICIES, PRACTICES, AND CULTURES TO PROVIDE ALL YOUNG PEOPLE WITH WHAT THEY NEED TO THRIVE. 0 0 4196745 1547362 SEARCH INSTITUTE STUDIES AND WORKS TO STRENGTHEN YOUTH OUTCOMES IN SCHOOLS, YOUTH PROGRAMS, FAMILIES, AND COMMUNITIES. FOUNDED IN 1958, SEARCH INSTITUTE WAS A PIONEER IN USING SOCIAL SCIENCE TO UNDERSTAND THE LIVES, BELIEFS, AND VALUES OF YOUNG PEOPLE. SINCE THAT TIME, MORE THAN 5 MILLION CHILDREN AND ADOLESCENTS HAVE PARTICIPATED IN SEARCH INSTITUTE STUDIES AND PROJECTS, AND SEARCH INSTITUTE HAS PUBLISHED MORE THAN 30 BOOKS AND NEARLY 150 JOURNAL ARTICLES AND CHAPTERS. IN ADDITION, MORE THAN 10,000 YOUTH-SERVING ORGANIZATIONS HAVE UTILIZED THE PRACTICAL RESOURCES THAT SEARCH INSTITUTE HAS CREATED TO HELP YOUNG PEOPLE THRIVE. FORMER SECRETARY OF STATE AND FOUNDING CHAIRMAN OF AMERICA'S PROMISE COLIN POWELL SUMMARIZED SEARCH INSTITUTE'S PLACE IN THE FIELDS OF EDUCATION AND YOUTH DEVELOPMENT IN THIS WAY: "SEARCH INSTITUTE IS A NATIONAL TREASURE. IT PROVIDES THE NEW IDEAS AND THE RESEARCH AMERICA NEEDS TO GROW HEALTHY AND SUCCESSFUL YOUTH." TODAY SEARCH INSTITUTE IS FOCUSED ON STUDYING AND STRENGTHENING THE DEVELOPMENTAL RELATIONSHIPS IN YOUNG PEOPLE'S LIVES THAT PUT THEM ON THE PATH TO BECOMING THRIVING AND CONTRIBUTING ADULTS. 4196745 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN CA X X X ALISON OLIG 6123768955 3001 BROADWAY STREET NORTHEAST MINNEAPOLIS MN 55413 BEN HOULTBERG PRESIDENT AND CEO 40.00 X X 220000 0 13742 ALISON OLIG CHIEF OPERATING OFFICER 40.00 X 140000 0 3061 EUGENE ROEHLKEPARTAIN SENIOR SCHOLAR 40.00 X 156800 0 14535 MARA SCHANFIELD DIRECTOR OF DESIGN & IMPLEMENTATION 40.00 X 129231 0 9762 GABRIELA KEEFER SENIOR DIRECTOR OF MARKETING & PRODUCT STRATEGY 40.00 X 129440 0 564 TOM HOLMAN CHAIR 0.50 X X 0 0 0 JENNIFER MENKE VICE CHAIR 0.50 X X 0 0 0 STEVE KRUGER TREASURER 0.50 X X 0 0 0 ANN CURME SHAW SECRETARY 0.50 X X 0 0 0 YER CHANG BOARD MEMBER 0.50 X 0 0 0 JIM CUENE BOARD MEMBER 0.50 X 0 0 0 MARYAM PESSARAN GARG BOARD MEMBER 0.50 X 0 0 0 JODI GRANT BOARD MEMBER 0.50 X 0 0 0 ANDREA HUNTER BOARD MEMBER 0.50 X 0 0 0 KAREN KINGSLEY BOARD MEMBER 0.50 X 0 0 0 JACSON MILLER BOARD MEMBER 0.50 X 0 0 0 CHRISTINE OSORIO BOARD MEMBER 0.50 X 0 0 0 MAUREEN PELTON BOARD MEMBER 0.50 X 0 0 0 TONY SANNEH BOARD MEMBER 0.50 X 0 0 0 KEISHA VARMA BOARD MEMBER 0.50 X 0 0 0 HEDY LEMAR WALLS BOARD MEMBER 0.50 X 0 0 0 775471 0 41664 5 0 1 0 COLLABORATIVE COMMUNICATIONS GROUP INC 1029 VERMONT AVE NW WASHINGTON DC 20005 PROVIDES PROJECT MANAGEMENT/BRANDING SER 457500 VERACITY PROS 1715 YANKEE DOODLE ROAD SUITE 305 EAGAN MN 55121 PROVIDES ACCOUNTING SERVICES 199490 YODELPOP INC 1510 OLD DEERFIELD ROAD 205 HIGHLAND PARK IL 60035 PROVIDES MARKETING SERVICES 100534 3 2565659 2565659 CURRICULUM SALES 611710 807506 807506 CONTRACTS SERVICES 611710 310028 310028 1117534 41562 41562 11885 11885 464921 35093 429828 429828 MISCELLANEOUS 900099 29142 29142 29142 4195610 1547362 0 82589 X 376803 320283 56520 2296294 1587046 641058 68190 48271 31541 15338 1392 248212 164665 76753 6794 208641 140181 63008 5452 29975 29975 229480 229480 624440 593661 30696 83 969434 899952 45682 23800 174984 141594 33390 49665 14683 34982 151077 105117 43057 2903 158913 141841 13769 3303 48398 16051 32347 91796 24530 67266 22286 15600 6240 446 5728669 4196745 1419561 112363 1557451 265529 4877197 3635042 460402 154500 34915 26917 144610 143975 706924 605310 184477 101614 4251811 5772623 191411 119590 11702274 10219790 642014 528994 82359 83597 251687 137662 976060 750253 X 2489872 2291404 8236342 7178133 10726214 9469537 11702274 10219790 X -1533059 274895 1487 X 0 1 X 1 0 X 1197142 1694213 8801891 4152868 2565659 18411773 2024628 1405399 1725087 1647173 1582455 8384742 3221770 3099612 10526978 5800041 4148114 26796515 1165722 1194036 7641846 3594707 2224231 15820542 0 1165722 1194036 7641846 3594707 2224231 15820542 10975973 94633 49968 16114 56984 53447 271146 94633 49968 16114 56984 53447 271146 331 10490 29142 39963 3316403 3149580 10543423 5867515 4230703 27107624 0.40490 0.41570 0.01000 0.00830 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 331. 2022 AMOUNT: $ 10,490. 2023 AMOUNT: $ 29,142. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 956197 112200 1036143 32254 829799 85636 40762 956197 31154 793563 4082 829799 0.00000 1.00000 0.00000 1 0 263950 221475 42475 442974 383835 59139 101614 LEASE LIABILITY 137662 137662 X 4507085 274895 36580 311475 4195610 0 4195610 5763762 35093 35093 5728669 0 5728669 PART V, LINE 4: SEARCH INSTITUTE HAS BENEFITED FROM AN ENDOWMENT TO SUPPORT THE NEXT GENERATION OF ASSET CHAMPIONS. PART X, LINE 2: THE INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE INSTITUTE CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE INSTITUTE FOLLOWS A POLICY THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 35,093. CHANGE IN VALUE IN BENEFICIAL INTEREST 1,487. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 35,093. NORTH AMERICA 0 0 SALES OF SERVICES AND CURRICULUM SALES OF SERVICES AND CURRICULUM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X X X X X 0 0 0 0 0 0 0 0 0 BEN HOULTBERG PRESIDENT AND CEO 220000 0 0 0 0 0 2500 0 11242 0 233742 0 0 0 EUGENE ROEHLKEPARTAIN SENIOR SCHOLAR 156800 0 0 0 0 0 2500 0 12035 0 171335 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE CHAIR, SECRETARY, TREASURER, TWO MEMBERS-AT-LARGE, AND THE CEO OF SEARCH INSTITUTE. THE EXECUTIVE COMMITTEE PERFORMS INVESTIGATIVE AND INFORMATION GATHERING PROJECTS ON BEHALF OF THE BOARD OF DIRECTORS AS A WHOLE AND REPORTS ITS FINDINGS AND RECOMMENDATIONS BACK TO THE BOARD. THE EXECUTIVE COMMITTEE ALSO PERFORMS BOARD ADMINISTRATIVE TASKS ON BEHALF OF THE BOARD AS A WHOLE. THE EXECUTIVE COMMITTEE HAS LIMITED DECISION MAKING AUTHORITY APART FROM THE BOARD AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11B EACH INDIVIDUAL BOARD MEMBER IS PROVIDED WITH A DRAFT COPY OF THE COMPLETED FORM 990 PRIOR TO FILING. MEMBERS HAVE SUFFICIENT TIME TO COMPLETE THEIR INDIVIDUAL REVIEW AND COMMENT BEFORE THE FORM IS PRESENTED TO THE WHOLE BOARD FOR APPROVAL. THE FINAL FORM IS PRESENTED FOR DISCUSSION AND APPROVAL AT A REGULAR BOARD MEETING. FORM 990 IS FILED AFTER BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. COMPLETED FORMS ARE INITIALLY REVIEWED BY THE HR MANAGER AND RETURNED TO THE EXECUTIVE COMMITTEE TO DETERMINE IF ANY CONFLICT OF INTEREST EXISTS AND FORMULATE ANY RECOMMENDED ACTION OR FOLLOW-UP. APPARENT CONFLICTS ARE REPORTED TO THE FULL BOARD WITH THE EXECUTIVE COMMITTEE RECOMMENDATIONS. THE BOARD REVIEWS, DISCUSSES AND MAY ADOPT A RESOLUTION OR TAKE OTHER ACTION TO ELIMINATE A REAL OR POTENTIAL CONFLICT. CONFLICTS OF INTEREST ARE DECIDED OR RESOLVED BY MAJORITY VOTE AT A REGULAR BOARD MEETING WITH A QUORUM, NOT INCLUDING THE CONFLICTED MEMBER, PRESENT. THE CONFLICTED MEMBER MAY BE PRESENT FOR DISCUSSION BUT NOT ADVOCATE FOR THE CONFLICT AND MUST LEAVE FOR THE VOTE. THE PROCESS IS DOCUMENTED IN THE MEETING MINUTES OF THE BOARD. FILES OF ALL FORMS AND DOCUMENTS RELATED TO CONFLICTS OF INTEREST ARE MAINTAINED BY SEARCH INSTITUTE'S CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE SALARY OF THE PRESIDENT & CEO USING A NUMBER OF SALARY STUDIES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMMITEE WILL MAKE A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE REVIEW PROCESS FOR THE PRESIDENT & CEO WAS MOST RECENTLY CONDUCTED IN 2023. THE CEO ANNUALLY REVIEWS AND APPROVES THE SALARIES OF THE EXECUTIVE LEADERSHIP TEAM USING A NUMBER OF SALARY STUDIES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE REVIEW PROCESS WAS MOST RECENTLY CONDUCTED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC ON THE INSTITUTE'S WEBSITE AND UPON REQUEST. FORM 990, PART IX, LINE 11G SPEAKERS: PROGRAM SERVICE EXPENSES 152,841. MANAGEMENT AND GENERAL EXPENSES 20. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,861. WRITERS: PROGRAM SERVICE EXPENSES 7,131. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,131. OTHER CONSULTANTS AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 433,689. MANAGEMENT AND GENERAL EXPENSES 30,676. FUNDRAISING EXPENSES 83. TOTAL EXPENSES 464,448. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 1,487.