SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION

EIN: 411497099 501(c)(3) Education

WHITE BEAR LAKE, MN

Total Revenue
$62,242
Total Expenses
$48,077
Total Assets
$793,316
Net Assets
$786,825
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MN
Principal Officer
DOUG SURGENOR
Phone
6514914171
Tax Period
2024-07-01 to 2025-06-30

SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION, founded in 1984, is a micro nonprofit in the Education sector that reported $62K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $14K, a strong 23% operating margin.

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 Service Accomplishments

Program 1
Expenses: $10,441

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...

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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.

Program 2
Expenses: $16,484

SCHOLARSHIPS ARE PROVIDED TO STUDENTS FOR CONTINUING EDUCATION. THERE WERE 15 STUDENTS PROVIDED WITH SCHOLARSHIPS IN FISCAL 2024-25.

Program 3
Expenses: $1,760

STUDENT RECOGNITION IS A CRITICAL COMPONENT OF THE DISTRICT SPECIAL EDUCATION PROGRAM THROUGH POSITIVE BEHAVIORAL INTERVENTION & SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,766
Program Service Revenue $0
Investment Income $27,654
Other Revenue $6,822
TOTAL REVENUE $62,242

Expense Breakdown

Grants Paid $26,925
Salaries & Benefits $10,133
Fundraising Expenses $0
Program Expenses $29,579
Other Expenses $11,019
TOTAL EXPENSES $48,077

Year-over-Year Comparison

2024 2023 Change
Revenue $62,242 $71,933 -0.1%
Expenses $48,077 $45,632 +0.1%
Net Income $14,165 $26,301 -0.5%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
2

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERICK LEHET PAST PRESIDE 1.00
Officer Director
$0 $0 $0
CHRIS KNUTSON TREASURER 1.00
Officer Director
$0 $0 $0
DOUG SURGENOR PRESIDENT 1.00
Officer Director
$0 $0 $0
JAMIE HANSON SECRETARY 1.00
Officer Director
$0 $0 $0
GARY BENSON RESIGNED 61925 DIRECTOR 1.00
Officer Director
$0 $0 $0
DIANE KILIAN DIRECTOR 1.00
Director
$0 $0 $0
SHANAYA WALKER DIRECTOR 1.00
Director
$0 $0 $0
JEAN CARRAHER DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $62,242 $48,077 $793,316 $14,165
2024 $71,933 $45,632 $779,757 $26,301
2023 $59,973 $84,025 $754,862 $-24,052
2022 $90,553 $119,609 $811,051 $-29,056
2021 $134,522 $109,398 $925,260 $25,124
2020 $153,107 $114,383 $767,992 $38,724
2019 $146,068 $116,223 $771,289 $29,845
2018 $129,218 $117,818 $749,484 $11,400
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