SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION (EIN 411497099) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

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.

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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%)

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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

SPECIAL INTERMEDIATE SCHOOL DISTRICT 916 FOUNDATION