2025-04-22T08:37:10-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2023-07-01 411791598 ST CLOUD TECHNICAL & COMMUNITY COLLEGE FOUNDATION STCL 3203085980 1540 NORTHWAY DR ST CLOUD MN 56303 DANIEL LARSON EXECUTIVE DIRECTOR 3203085980 2025-04-21 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2025-04-21 2023 2025-03-06 01:10:19Z DANIEL LARSON 1540 NORTHWAY DR ST CLOUD MN 56303 1334494 0 X WWW.SCTCC.EDU/FOUNDATION X 1994 MN TO SUPPORT ALL PEOPLE, PROGRAMS, AND INFRASTRUCTURES THAT ARE STRATEGIC PRIORITIES OF THE COLLEGE. 15 15 0 80 0 0 535002 1171061 0 0 103812 149079 -3705 -10302 635109 1309838 527056 307759 0 0 0 0 0 0 13956 262750 267877 789806 575636 -154697 734202 4120722 5092274 15932 13660 4104790 5078614 X TO SUPPORT ALL PEOPLE, PROGRAMS, AND INFRASTRUCTURES THAT ARE STRATEGIC PRIORITIES OF THE COLLEGE BY SECURING THE NECESSARY COMMUNITY AND FINANCIAL RESOURCES. 0 0 480777 307759 THE ST CLOUD TECHNICAL AND COMMUNITY COLLEGE FOUNDATION (THE FOUNDATION) EXISTS TO SUPPORT THE ST CLOUD TECHNICAL AND COMMUNITY COLLEGE (THE COLLEGE) BY SUPPORTING STUDENTS AND PROGRAMS. THE FOUNDATION SUPPORTS THE COLLEGE THROUGH CAPITAL, TECHNOLOGY, AND EQUIPMENT NEEDS FOR VARIOUS PROGRAMS. THE FOUNDATION AWARDS STUDENT SCHOLARSHIPS. THE FOUNDATION AWARDED OVER 300 SCHOLARSHIPS AND GRANTS TO STUDENTS IN THE LAST FISCAL YEAR. WORKFORCE DEVELOPMENT SCHOLARSHIPS - THE FOUNDATION BOARD RAISED AND SECURED $13,500 THIS PAST YEAR WHICH WAS A MATCH FOR THE WORKFORCE DEVELOPMENT PROGRAM. MINNESOTA LEGISLATURE CREATED THE "WORKFORCE DEVELOPMENT SCHOLARSHIP" PROGRAM AND ALLOCATED FUNDS TO MNSTATE COLLEGES. COLLEGE FOUNDATIONS ARE REQUIRED TO RAISE 10% MATCHING FUNDS FOR SCHOLARSHIPS FOR HIGH DEMAND OCCUPATIONAL PROGRAMS SET BY THE STATE OF MINNESOTA. THE ELIGIBLE PROGRAMS/GROUPS ARE ADVANCED MANUFACTURING, EARLY CHILDHOOD EDUCATION, HEALTH CARE SERVICES, INFORMATION TECHNOLOGY, AND TRANSPORTATION PROGRAMS. 480777 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X THE ORGANIZATION 3203085980 1540 NORTHWAY DR ST CLOUD MN 56303 BRENT BULTEMA PRESIDENT 0.50 0.00 X X 0 0 0 AYAN AMOUD OMAR VICE PRESIDENT 0.50 0.00 X X 0 0 0 DAVID BORGERT BOARD MEMBER 0.50 0.00 X 0 0 0 JOE FRANCIS BOARD MEMBER 0.50 0.00 X 0 0 0 COREY HANSEN BOARD MEMBER 0.50 0.00 X 0 0 0 JOAN SCHATZ BOARD MEMBER 0.50 0.00 X 0 0 0 EUNICE ADJEI BOARD MEMBER 0.50 0.00 X 0 0 0 SHELLY BAUERLY KOPEL BOARD MEMBER 0.50 0.00 X 0 0 0 NICK BISCHOFF BOARD MEMBER 0.50 0.00 X 0 0 0 MIKE GOHMAN BOARD MEMBER 0.50 0.00 X 0 0 0 BRITTANY PRELLWITZ BOARD MEMBER 0.50 0.00 X 0 0 0 JOHN SCHROEDER BOARD MEMBER 0.50 0.00 X 0 0 0 JOYGENEA SCHUMER BOARD MEMBER 0.50 0.00 X 0 0 0 CARYL TURNOW BOARD MEMBER 0.50 0.00 X 0 0 0 JERICA ANDERSON BOARD MEMBER 0.50 0.00 X 0 0 0 MARK OSENDORF BOARD MEMBER (END OCT 2023) 0.50 0.00 X 0 0 0 DANIEL LARSON EXECUTIVE DIRECTOR 40.00 0.00 X 0 129742 38511 0 129742 38511 0 0 1 0 0 120005 1051056 9813 1171061 131694 131694 17385 0 17385 17385 17385 13354 120005 24656 -11302 -11302 1000 0 1000 1000 1309838 0 0 138777 307759 307759 54441 54441 15617 15617 6857 3882 2975 2779 1138 1641 1028 1028 507 507 1214 1204 10 OTHER PROGRAM EXPENSES 134949 134949 TECHNOLOGY/EQUIPMENT 41662 34187 7475 SUPPLIES 4254 4254 FOOD AND BEVERAGE 3367 3367 1202 1202 575636 480777 80903 13956 106027 196758 6000 183678 6712 7131 95104 94444 3895377 4598268 11502 11995 4120722 5092274 2702 0 13230 13660 15932 13660 X 752693 1028420 3352097 4050194 4104790 5078614 4120722 5092274 X 734202 239129 493 X 0 1 X 1 0 X 645070 412281 533563 535002 1171061 3296977 645070 412281 533563 535002 1171061 3296977 292689 3004288 61300 62647 58686 102912 131694 417239 46028 1000 47028 3761244 0.79870 0.84230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 725661 36680 64529 4250 822620 744444 2235 39437 -37775 -22680 725661 2818321 325 -31521 3406 2028190 11085 744444 2392841 463324 28055 9789 2818321 2750599 -45426 298402 13930 2392841 1.00000 0.00000 0.00000 1 0 0 CASH AND MONEY MARKET 366423 F US EQUITIES 2249628 F INTERNATIONAL EQUITIES 147754 F TAXABLE FIXED INCOME 1642424 F TAX EXEMPT FIXED INCOME 154153 F OTHER 37886 F 4598268 1918528 239129 360028 493 599650 1318878 15617 -24657 -9040 1309838 944704 360028 24657 384685 560019 15617 15617 575636 PART V, LINE 4: SCTCC FOUNDATION ENDOWMENT FUNDS ARE DESIGNED TO PROVIDE LONG-TERM FINANCIAL SUPPORT TO STUDENTS, FACULTY, STAFF, AND PROGRAMS AT SCTCC FOR SUSTAINED SUCCESS. ENDOWMENTS ARE PRIMARILY CREATED AND EXISTING TO SUPPORT STUDENT RECRUITMENT, RETENTION, AND COMPLETION THROUGH SCHOLARSHIPS FOR SPECIFIC PROGRAMS TIED TO CAREER PATHWAYS FROM THE DONATING INDUSTRY. ENDOWMENTS ALSO SERVE TO PROVIDE INDUSTRY-RELEVANT TECHNOLOGY AND EQUIPMENT TO SCTCC PROGRAMS TO ENSURE THE MOST UP-TO-DATE TRAINING OF SCTCC STUDENTS IN PREPARATION FOR PROGRAM-RELATED CAREERS. EACH ENDOWMENT HAS SPECIFIC CRITERIA FOR ANNUAL DISTRIBUTION GOALS AND CRITERIA ADMINISTERED BY STAFF EACH FISCAL YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 493. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -24,657. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 24,657. BREWLASH 37394 34930 2464 1007 906 4885 4662 HALLER GOLF TOURNAMENT 39697 28807 10890 855 4900 2135 2330 56268 56268 2976 133359 120005 13354 1862 5806 7020 9968 24656 -11302 1000 1 1.00000 1000 1000 MN 1 0 1 0 1.00000 THE ORGANIZATION 1540 NORTHWAY DR ST CLOUD MN 56303 0 0 1 0 0 SCHOLARSHIPS 232 294132 RANDOM ACTS OF KINDNESS 31 13627 PART I, LINE 2: ELIGIBILITY A SCHOLARSHIP APPLICANT MUST BE A CURRENT ENROLLED STUDENT AT ST CLOUD TECHNICAL AND COMMUNITY COLLEGE. DEPENDENT ON THE SCHOLARSHIP AWARD, THERE MAY BE ADDITIONAL CRITERIA SUCH AS GPA, PROGRAM QUALIFICATIONS, 1ST OR 2ND YEAR STUDENT STATUS, ETC. TO QUALIFY BASED ON DONOR REQUESTS. APPLICATION PROCESS COMPLETE AN APPLICATION FORM AND PERSONAL STATEMENT (ESSAY) ADDRESSING THE FOLLOWING AREAS: (A) INTEREST/COMMITMENT TO PROGRAM OF STUDY; (B) INVOLVEMENT WITH SCHOOL, FAMILY, EMPLOYMENT, OR COMMUNITY ACTIVITIES; (C) LEADERSHIP ROLES AND/OR AWARD RECEIVED; (D) LIFE EXPERIENCES THAT HAVE INFLUENCED PERSONAL GROWTH; (E) APPLICATION EFFORT. DETERMINATION THE ST CLOUD TECHNICAL AND COMMUNITY COLLEGE FOUNDATION AWARDS COMMITTEE SELECTS RECIPIENTS DEPENDENT UPON A RATING SYSTEM. EACH APPLICANT IS RATED NUMERICALLY AND THE TOP RATED APPLICATIONS ARE AWARDED SCHOLARSHIPS. 0 0 0 0 0 0 0 0 0 DANIEL LARSON EXECUTIVE DIRECTOR 0 129742 0 0 0 0 0 9621 0 28891 0 168254 0 0 PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY ST. CLOUD TECHNICAL AND COMMUNITY COLLEGE, A RELATED ORGANIZATION. THE COLLEGE USES A WRITTEN EMPLOYMENT CONTRACT WHEN SETTING COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED AN ELECTRONIC COPY OF FORM 990, WITH A HARD COPY AVAILABLE UPON REQUEST, PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORM IS SIGNED ANNUALLY BY BOARD MEMBERS AND REVIEWED BY THE FOUNDATION DIRECTOR TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 493. ST CLOUD TECHNICAL AND COMMUNITY COLLEGE 1540 NORTHWAY DRIVE ST CLOUD MN 56303 411687554 EDUCATION MN LINE 2 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SCHEDULE R, PART V, LINE 2: THE FOUNDATION RECEIVED CONTRIBUTED SERVICES AND THE USE OF FACILITIES FROM THE COLLEGE THAT PERTAINS TO THE FOUNDATION'S STANDARD OPERATIONS. CONTRIBUTED SERVICES AND THE USE OF FACILITIES AMOUNTED TO $360,028 FOR THE YEAR ENDED ON 6/30/2024, RESPECTIVELY. INDIRECT COLLEGE SUPPORT INCLUDES USE OF OFFICE SPACE, UTILITIES, OVERHEAD COSTS, PRINTERS, EQUIPMENT, AND STAFF TIME OR SERVICES PROVIDED BY TECHNOLOGY, MARKETING, HUMAN RESOURCES, BUSINESS OFFICE, LEGAL OR MAINTENANCE. THE ADMINISTRATIVE SUPPORT CONTRACT EXPIRES JUNE 30, 2025. THE FOUNDATION IS REQUIRED BY CONTRACT TO ANNUALLY RETURN TO THE COLLEGE OR ITS STUDENTS AN AMOUNT, AT A MINIMUM, SUFFICIENT TO COVER THE RETURN OF VALUE RATIO ESTABLISHED AND AGREED TO BY THE CHANCELLOR AND THE COLLEGE PRESIDENT. THE FOUNDATION PURCHASED TECHNOLOGY AND EQUIPMENT AND DISBURSED SCHOLARSHIPS TO STUDENTS TO FULFILL THE CONTRACT. AMOUNTS PAID TO THE COLLEGE DURING THE YEAR ENDED ON 6/30/2024 TOTALED $642,453.