2026-08-04T09:51:38-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2025-01-01 411878506 SARTELL-ST STEPHEN EDUCATION FOUNDATION SART 3204330748 PO BOX 258 SARTELL MN 56377 ROBERTA HARTIG EXECUTIVE CONSULTANT 3204330748 2026-07-29 MARIE A PRIMUS CPA P01272184 3202517010 2026-07-29 2025 2025-03-06 01:10:19Z ROBERTA HARTIG PO BOX 258 SARTELL MN 56377 80404 0 X WWW.SSEF.NET X 1997 MN FINANCIALLY SUPPORT INNOVATIVE IDEAS AND PROGRAMS FOR STUDENTS OF SCHOOL DISTRICT 748. 15 15 0 17 0 0 55841 51664 0 0 32513 26570 -1752 -3629 86602 74605 38052 56228 0 0 13554 13000 0 0 6600 9814 13603 61420 82831 25182 -8226 560964 605422 0 0 560964 605422 X SARTELL-ST. STEPHEN EDUCATION FOUNDATION (SSEF) SUPPORTS INNOVATIVE PROGRAMMING FOR THE STUDENTS IN ISD 748. SSEF EMBRACES THE GOALS OF THE DISTRICT BY PROVIDING FUNDS FOR ACADEMIC PROGRAMMING FROM EARLY CHILDHOOD THROUGH 12TH GRADE, AS WELL AS PROVIDING SCHOLARSHIPS TO GRADUATING SENIORS. 0 0 52078 48828 SSEF EVENTS ARE OPPORTUNITIES TO PROVIDE ISD# 748 STUDENTS, PARENTS, STAFF, AND COMMUNITY MEMBERS WITH INFORMATION ABOUT SSEF AND TO PROVIDE RECOGNITION FOR SUPPORTING OUR MISSION OF INNOVATIVE PROGRAMMING. SSEF EVENTS FOR 2025 INCLUDED THE SENIOR AWARDS PROGRAM, CHAMBER GOLF OUTING, AND TOAST OF AUTUMN. 11 GRANTS TOTALING $48,528 WERE AWARDED TO ISD#748 SARTELL-ST.STEPHEN FOR EARLY CHILDHOOD, ELEMENTARY, AND SECONDARY EDUCATION PROGRAMS. GRANTS WERE AWARDED FOR THE FOLLOWING PROGRAMS: CKLA DISCOVERIES THROUGH DRAMATIC PLAY AND ACTIVE LEARNING; SMS PHYSICAL EDUCATION DISC GOLF START-UP; SMS SABRE STRONG CART; SPEAKABLE.COM FOR MIDDLE SCHOOL SPANISH; SMS UNIFIED CLUB; PARTS TUMBLER: DEBURR METAL TYPES WITH AN INNOVATIVE PROCESS; BOARD GAMES AND PUZZLES FOR MY SPECIAL; EDUCATION CLASS; NEW CLASS - HISTORY THROUGH FILMS AND GAMES; 3D PRINTER: BAMBU X1 CARBON FOR ENGINEERING AND ROBOTICS AT SHS; SARTELL HIGH SCHOOL CHILDREN'S THEATRE PRODUCTION; AND INCLUSION FOR EVERYONE IN PE. 7400 7400 10 SCHOLARSHIPS WERE AWARDED TO ISD# 748 SARTELL-ST. STEPHEN SENIORS. 59478 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 MN X CREATIVE PLANNING 3202296186 220 PARK AVE S ST CLOUD MN 56301 JOSH SUGAR CHAIR 1.00 X X 0 0 0 BECCA OELRICH TREASURER 1.00 X X 0 0 0 CINDY FITZTHUM DIRECTOR 1.00 X 0 0 0 AMY TROMBLEY DIRECTOR 1.00 X 0 0 0 JESSE WESTRUP DIRECTOR 1.00 X 0 0 0 LINDSEY BOSEK DIRECTOR 1.00 X 0 0 0 JON RUIS DIRECTOR 1.00 X 0 0 0 SHANNON WIGER DIRECTOR 1.00 X 0 0 0 KARNA FRONDEN DIRECTOR 1.00 X 0 0 0 ALISON PARKER DIRECTOR 1.00 X 0 0 0 ERICH ROTHSTEIN DIRECTOR 1.00 X 0 0 0 NIKKI SWEETER DIRECTOR 1.00 X 0 0 0 DUSTIN MEIER DIRECTOR 1.00 X 0 0 0 KELLY HINTZ DIRECTOR 1.00 X 0 0 0 DR JESSICA NAJARIAN-BELL DIRECTOR 1.00 X 0 0 0 ROBERTA HARTIG EXECUTIVE CONSULTANT/PRESIDENT 10.00 X 13000 0 0 13000 0 0 0 0 0 0 0 8354 43310 820 51664 15569 15569 11001 0 11001 11001 11001 0 8354 4459 -4459 -4459 2020 1340 680 680 CREDIT CARD REWARDS 900099 150 150 150 74605 150 0 22791 48828 48828 7400 7400 13000 3250 4875 4875 2040 2040 2854 2854 2057 332 1725 3617 3617 580 580 BOARD AND STAFF RECOGNI 2404 2404 FEES & REGISTRATIONS 51 51 82831 59478 16753 6600 39383 20989 521581 584433 560964 605422 0 0 X 551398 599856 9566 5566 560964 605422 560964 605422 -8226 52684 0 X 0 0 0 X 77986 68276 62379 55841 50844 315326 77986 68276 62379 55841 50844 315326 7518 307808 11255 10420 5421 13194 15569 55859 0 0 0 1285 1500 2785 150 150 374120 0.82280 0.68480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 521581 79252 4400 12000 584433 474960 53021 6400 521581 414199 4500 60661 4400 474960 490358 -71759 4400 414199 418173 15466 56719 490358 1.00000 0.00000 0.00000 1 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR THE RUSTIE FROEMMING SCHOLARSHIP. THE BOARD SET ASIDE FUNDS RAISED FROM THE ALUMNI FUN RUN FOR THE RUSTIE FROEMMING CROSS COUNTRY SCHOLARSHIPS. THE ENDOWMENT FUND IS ALSO USED FOR DRAWS FOR OPERATING EXPENSES TO COVER GRANT REIMBURSEMENTS. 1 ISD 748 - SARTELL HIGH SCHOOL 212 THIRD AVENUE NORTH SARTELL MN 56377 416003908 GOVT 48528 0 EDUCATION SUPPORT 1 0 SCHOLARSHIPS 10 7400 PART I, LINE 2: GRANTS ARE TRACKED USING A TWO-WORKSHEET SPREADSHEET. ONE WORKSHEET IS FOR THE DISTRICT BUSINESS OFFICE TO INPUT SPENDING INFORMATION, AND THE OTHER IS A LOCKED, SSEF-ACCESS-ONLY WORKSHEET. THE DISTRICT SUBMITS THEIR SPENDING ON THEIR WORKSHEET, AND SSEF STAFF THEN COPIES THE INFORMATION INTO THEIR OWN WORKSHEET. THE DISTRICT'S SPREADSHEET INCLUDES THE GRANT PERIOD, PROJECT NAME, CONTACT, AWARDED AMOUNT, AND DEADLINE TO SPEND FUNDS. SSEF STAFF TALLIES THE SPENDING FOR ALL GRANTS AND NOTES WHEN A PAYMENT IS MADE, ALONG WITH THE DATE AND CHECK NUMBER. GRANT FUND USE IS THEN REPORTED AT SSEF BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE (1) CLASS OF MEMBERS, CONSISTING OF INDIVIDUALS REPRESENTATIVE OF THE COMMUNITY IN WHICH THE ORGANIZATION OPERATES AND INCLUDES PARTICIPATION BY MEMBERS OF THE SCHOOL DISTRICT AND OF THE BUSINESS COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IS ENTITLED TO ONE VOTE DURING THE ANNUAL MEETING, TO ELECT THE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. 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).