2026-05-22T08:41:02-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2025-01-01 410811842 SEARCH INSTITUTE SEAR 6123768955 2550 UNIVERSITY AVE WEST 200N ST PAUL MN 55114 BENJAMIN HOULTBERG PRESIDENT AND CEO 6123768955 2026-05-21 1 MIKE HINSCH P01875343 6123764500 2026-05-21 2025 2025-03-06 01:10:19Z BENJAMIN HOULTBERG 2550 UNIVERSITY AVE WEST 200N ST PAUL MN 55114 7009930 0 X WWW.SEARCH-INSTITUTE.ORG X 1958 MN TO CULTIVATE THE STRENGTHS, RELATIONSHIPS, & OPPORTUNITIES NECESSARY FOR YOUNG PEOPLE TO LEARN, GROW, CONTRIBUTE, & THRIVE. 13 13 33 13 0 0 494371 1746789 912903 982655 93718 75212 396351 87849 1897343 2892505 0 0 0 0 3544765 3096398 0 0 101582 3026906 1545730 6571671 4642128 -4674328 -1749623 5627804 3928083 606932 519479 5020872 3408604 X SEARCH INSTITUTE MISSION IS TO CULTIVATE STRENGTHS, RELATIONSHIPS, AND OPPORTUNITIES NECESSARY FOR YOUNG PEOPLE TO LEARN, GROW, CONTRIBUTE, AND THRIVE. THIS MISSION IS IN FURTHERANCE OF OUR VISION OF A WORLD WHERE THE INHERENT VALUE OF EVERY YOUNG PERSON IS KNOWN, NURTURED, AND ACTIVATED SO YOUTH AND COMMUNITIES THRIVE TOGETHER. 0 0 3704697 0 982655 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 6 MILLION CHILDREN AND ADOLESCENTS HAVE PARTICIPATED IN SEARCH INSTITUTE STUDIES AND PROJECTS. IN ADDITION, MORE THAN 11,000 YOUTH-SERVING ORGANIZATIONS AND ALMOST 120,000 PRACTITIONERS HAVE UTILIZED THE PRACTICAL RESOURCES THAT SEARCH INSTITUTE HAS CREATED TO HELP YOUNG PEOPLE THRIVE. SEARCH INSTITUTE IS MORE THAN A RESEARCH ORGANIZATION; WE TRANSFORM COMPLEX FINDINGS INTO PRACTICAL STRATEGIES AND TOOLS THAT SUPPORT ADULTS IN CO-CREATING SPACES WHERE YOUTH CAN BE AND BECOME THEIR BEST SELVES. WE WORK ALONGSIDE OUR PARTNERS TO REFINE OUR APPROACHES, ENSURING THAT CHANGE IS MEANINGFUL AND ENDURING. OUR APPROACH INCLUDES: GENERATING KNOWLEDGE: OUR WORK LIVES IN THE DYNAMIC INTERSECTION OF SCIENTIFIC RESEARCH, PRACTITIONER WISDOM, AND YOUTH VOICE, WITH A COMMITMENT TO EXPAND THE COLLECTIVE KNOWLEDGE OF WHAT ALL YOUTH NEED TO THRIVE.CO-CREATING SOLUTIONS: WE ANTICIPATE AND SOLVE FOR NEEDS BY DEVELOPING RESEARCH-INFORMED FRAMEWORKS, PRACTICES, AND STRATEGIES THAT ARE ACTIONABLE AND ADAPTABLE ACROSS THE YOUTH SUPPORT ECOSYSTEM. THIS COLLABORATIVE PROCESS ENSURES THAT OUR SOLUTIONS REFLECT YOUTH VOICE AND ARE CENTERED ON EMPOWERING ADULTS TO DRIVE TANGIBLE AND MEANINGFUL CHANGE.EMPOWERING ACTION: OUR WORK IDENTIFIES AND PROMOTES BEST PRACTICES, INNOVATION, AND MEANINGFUL CHANGE, INCLUDING DISMANTLING SILOS AND FOSTERING COLLABORATION WITHIN AND ACROSS SECTORS. AS CATALYSTS FOR CHANGE, WE WORK ALONGSIDE OUR PARTNERS TO CREATE A MORE COHESIVE, SUPPORTIVE ECOSYSTEM THAT PRIORITIZES THE WELL-BEING OF YOUNG PEOPLE. 3704697 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 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 58 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN CA OR WA X X X ALISON OLIG 6123768955 2550 UNIVERSITY AVENUE WEST SUITE ST PAUL MN 55114 BEN HOULTBERG PRESIDENT AND CEO 40.00 X X 218456 0 26629 BRIAN LINDBERG CHAIR 0.50 X X 0 0 0 NITHI THOMAS VICE CHAIR 0.50 X X 0 0 0 JACSON MILLER TREASURER 0.50 X X 0 0 0 YER CHANG DIRECTOR 0.50 X 0 0 0 JODI GRANT DIRECTOR 0.50 X 0 0 0 DELEON GRAY DIRECTOR 0.50 X 0 0 0 ANDREA HUNTER DIRECTOR 0.50 X 0 0 0 KAREN KINGSLEY DIRECTOR 0.50 X 0 0 0 STEVE KRUGER DIRECTOR 0.50 X 0 0 0 LENNY MOON DIRECTOR 0.50 X 0 0 0 MAUREEN PELTON DIRECTOR 0.50 X 0 0 0 TONY SANNEH DIRECTOR 0.50 X 0 0 0 ANN CURME SHAW DIRECTOR 0.50 X 0 0 0 KEISHA VARMA DIRECTOR 0.50 X 0 0 0 GREG WILSON DIRECTOR 0.50 X 0 0 0 ALISON OLIG CHIEF OPERATING OFFICER 40.00 X 169697 0 3224 EUGENE ROEHLKEPARTAIN SENIOR SCHOLAR 40.00 X 122189 0 17385 GABRIELA KEEFER SR. DIRECTOR, MARKETING & PRODUCT STRATEGY 40.00 X 151242 0 3153 JOANNA WILLIAMS SR. DIRECTOR, RESEARCH 40.00 X 159520 0 3102 MONICA DIXON SR. DIRECTOR, SOLUTIONS 40.00 X 149307 0 16062 970411 0 69555 6 0 1 0 ALL IN ONE ACCOUNTING 1715 YANKEE DOODLE ROAD SUITE 305 EAGAN MN 55121 ACCOUNTING SERVICES 168986 P16PLUS COUNCIL OF GREATER BEXAR COUNTY 11103 WEST AVE ST 2101 SAN ANTONIO TX 78213 RESEARCH SERVICES 146309 2 1746789 1746789 CURRICULUM SALES 611710 371180 371180 SURVEY SALES 611710 312022 312022 CONSULTING CONTRACTS 611710 180401 180401 SOLUTIONS CONTRACTS 611710 119052 119052 982655 80685 80685 29126 29126 3651536 460416 3650941 466484 595 -6068 -5473 -5473 MISCELLANEOUS 900099 58723 58723 58723 2892505 982655 0 163061 X 418007 233512 135478 49017 2205424 2042767 129066 33591 41184 37430 2868 886 221194 199222 19417 2555 210589 183212 21059 6318 37450 1400 36050 192665 192665 816219 643353 171736 1130 56235 56235 108163 79950 23466 4747 29098 29098 97558 85089 11709 760 117499 107165 8085 2249 16397 5528 10869 5376 4462 914 10950 9526 1095 329 23932 23932 MISCELLANEOUS 34188 15846 18342 4642128 3704697 835849 101582 408751 330553 1101799 70177 123092 102578 15420 0 112613 75338 235879 217395 35502 18484 3620682 3175826 209945 155127 5627804 3928083 363181 293412 73178 102727 170573 123340 606932 519479 X 1859033 1243243 3161839 2165361 5020872 3408604 5627804 3928083 X -1749623 135250 2105 X 0 1 X 1 0 X 8801891 4152868 2565659 494371 1746789 17761578 1725087 1647173 1582455 1319092 982655 7256462 10526978 5800041 4148114 1813463 2729444 25018040 7641846 3594707 2224331 21950 10176 13493010 0 7641846 3594707 2224331 21950 10176 13493010 11525030 16114 56984 53447 98136 104338 329019 16114 56984 53447 98136 104338 329019 331 10490 29142 3184 58723 101870 10543423 5867515 4230703 1914783 2892505 25448929 0.45290 0.41670 0.01290 0.01070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 331. 2022 AMOUNT: $ 10,490. 2023 AMOUNT: $ 29,142. 2024 AMOUNT: $ 3,184. 2025 AMOUNT: $ 58,723. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34236 2105 36341 32254 1982 34236 956197 112200 1036143 32254 829799 85636 40762 956197 31154 793563 4082 829799 0.00000 1.00000 0.00000 1 0 235879 217395 18484 18484 LEASE LIABILITY 123340 123340 X 3029860 135250 2105 137355 2892505 0 2892505 4642128 0 4642128 0 4642128 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: CHANGE IN VALUE OF BENEFICIAL INTEREST 2,105. X X X 0 0 0 0 0 0 0 0 0 BEN HOULTBERG PRESIDENT AND CEO 218456 0 0 0 0 0 2500 0 24129 0 245085 0 0 0 ALISON OLIG CHIEF OPERATING OFFICER 169697 0 0 0 0 0 2500 0 724 0 172921 0 0 0 MONICA DIXON SR. DIRECTOR, SOLUTIONS 149307 0 0 0 0 0 0 0 16062 0 165369 0 0 0 JOANNA WILLIAMS SR. DIRECTOR, RESEARCH 159520 0 0 0 0 0 0 0 3102 0 162622 0 0 0 GABRIELA KEEFER SR. DIRECTOR, MARKETING & PRODUCT ST 151242 0 0 0 0 0 2500 0 653 0 154395 0 0 0 PART I, LINE 3 SEARCH USES THEIR EXECUTIVE COMMITTEE AS THEIR COMPENSATION COMMITTEE FOR ANNUAL REVIEW OF PRESIDENT AND CEO'S COMPENSATION. THE COMMITTEE RELIED UPON OTHER ORGANIZATIONS' FORM 990 INFORMATION TO MAKE THEIR DETERMINATION OF HIS SALARY. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD WHO APPROVES THE FINAL COMPENSATION OF THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE CHAIR, SECRETARY, AND 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 ALSO ACTS AS THE FINANCE COMMITTEE. 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 2025. 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 2025. 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, TRAINERS, & WORKSHOP LEADERS: PROGRAM SERVICE EXPENSES 29,593. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,593. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 44,033. MANAGEMENT AND GENERAL EXPENSES 70,440. FUNDRAISING EXPENSES 1,130. TOTAL EXPENSES 115,603. CONSULTANTS AND CONTRACTORS: PROGRAM SERVICE EXPENSES 569,727. MANAGEMENT AND GENERAL EXPENSES 101,296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 671,023. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 2,105.