Nonprofit · EIN 41-1497099
SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION
Tax-exempt · WHITE BEAR LK, MN 55110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $62,242 | $48,077 | $14,165 | $793,316 | $6,491 | $786,825 |
| June 30, 2024 | 990 | $71,933 | $45,632 | $26,301 | $779,757 | $6,097 | $773,660 |
| June 30, 2023 | 990 | $59,973 | $84,025 | -$24,052 | $754,862 | $7,503 | $747,359 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $27,766
- Program service revenue
- $0
- Investment income
- $27,654
- Net income from fundraising events
- $6,822
- Other revenue
- $6,822
Expenses
- Grants and similar amounts paid
- $26,925
- Other salaries and wages
- $10,133
- Salaries, compensation and benefits (total)
- $10,133
- Professional fundraising fees
- $0
- Accounting fees
- $3,599
- Program services (functional)
- $29,579
- Management and general (functional)
- $18,498
Balance sheet and other
- Total assets, start of year
- $779,757
- Total assets, end of year
- $793,316
- Total liabilities, end of year
- $6,491
- Net assets, end of year
- $786,825
- Net assets without donor restrictions
- $685,675
- Net assets with donor restrictions
- $101,150
- Gross receipts
- $69,063
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1984
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICK LEHET | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| CHRIS KNUTSON | TREASURER Trustee or director, Officer | 1 | $0 |
| DOUG SURGENOR | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMIE HANSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| GARY BENSON RESIGNED 61925 | DIRECTOR Trustee or director, Officer | 1 | $0 |
| DIANE KILIAN | DIRECTOR Trustee or director | 1 | $0 |
| SHANAYA WALKER | DIRECTOR Trustee or director | 1 | $0 |
| JEAN CARRAHER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICK LEHET | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRIS KNUTSON | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| DOUG SURGENOR | TREASURER Trustee or director, Officer | 1 | $0 |
| JAMIE HANSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| GARY BENSON | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| DIANE KILIAN | DIRECTOR Trustee or director | 1 | $0 |
| EMILY THOMAS | DIRECTOR Trustee or director | 1 | $0 |
| SHANAYA WALKER | DIRECTOR Trustee or director | 1 | $0 |
| JEAN CARRAHER | DIRECTOR Trustee or director | 1 | $0 |
| JODI KELLY | RESIGNED 6/3 Trustee or director, Officer | 1 | $0 |
| KEVIN DONOVAN | RESIGNED 2/1 Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Donovan | Director Trustee or director | 1 | $0 |
| Jodi Kelly | Director Trustee or director | 1 | $0 |
| Diane Kilian | Director Trustee or director | 1 | $0 |
| Liz Shopbell | Director Trustee or director | 1 | $0 |
| Emily Thomas | Director Trustee or director | 1 | $0 |
| Shanaya Walker | Director Trustee or director | 1 | $0 |
| Gary Benson | Past President Trustee or director, Officer | 1 | $0 |
| Erick Lehet | Past President Trustee or director, Officer | 1 | $0 |
| Jamie Hanson | Secretary Trustee or director, Officer | 1 | $0 |
| Doug Surgenor | Treasurer Trustee or director, Officer | 1 | $0 |
| Chris Knutson | Vice President Trustee or director, Officer | 1 | $0 |
| Lisa Edstrom | President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2540 COUNTY ROAD F E, WHITE BEAR LK, MN 55110-3935
- Principal officer (990 for 2024)
- DOUG SURGENOR
- Signed the 990
- DOUG SURGENOR, PRESIDENT
- Phone
- (651) 491-4171
- Return prepared by
- DAN R OLTHOFF CPA PLLC
Mission
THE 916 FOUNDATION IS A CHARITABLE ORGANIZATION THAT ENHANCES TEACHING AND LEARNING THROUGH ECONOMIC SUPPORT TO THE STUDENTS, STAFF, PROGRAMS AND MEMBER DISTRICTS OF NORTHEAST METRO 916 INTERMEDIATE SCHOOL DISTRICT.
Program accomplishments
- SPECIAL EDUCATON EQUIPMENT ALLOCATIONS. THE PROGRAM PROVIDES THE DISTRICT WITH SPECIAL EQUIPMENT WHEN IT IS NECESSARY TO ENHANCE THE LEARNING ENVIRONMENT OF THE SCHOOL. THE DISTRICT IN WHICH SUPPORT IS PROVIDED TO SERVE APPROXIMATELY 5,400 STUDENTS FOR THE YEAR ENDED JUNE 30, 2025.Expenses $10,441 · grants $10,441
- SCHOLARSHIPS ARE PROVIDED TO STUDENTS FOR CONTINUING EDUCATION. THERE WERE 15 STUDENTS PROVIDED WITH SCHOLARSHIPS IN FISCAL 2024-25.Expenses $16,484 · grants $16,484
- STUDENT RECOGNITION IS A CRITICAL COMPONENT OF THE DISTRICT SPECIAL EDUCATION PROGRAM THROUGH POSITIVE BEHAVIORAL INTERVENTION & SUPPORT.Expenses $1,760
- EMPLOYEE RECOGNITION IS A NECESSARY ELEMENT FOR THE STAFF IN THE DISTRICT WHO WORK WITH SEVERELY DISABLED LEVEL IV SPECIAL STUDENTS.Expenses $894
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1497099
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20J)
- Assets (IRS master file)
- $793,316
- Income (IRS master file)
- $69,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $62,242 | $48,077 | $793,316 | XML |
| 990 | June 2024 | $71,933 | $45,632 | $779,757 | XML |
| 990 | June 2023 | $59,973 | $84,025 | $754,862 | XML |
| 990 | June 2022 | $90,553 | $119,609 | $811,051 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1497099).
Questions about SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION
- What is the EIN of SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION?
- The employer identification number (EIN) of SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION is 41-1497099.
- Is SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION?
- The 990 for the year ended June 30, 2025 names DOUG SURGENOR.
- Who are the officers and directors of SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $62,242, expenses of $48,077 and total assets of $793,316 at year end.
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