2025-11-11T07:41:35-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2024-01-01 411878506 SARTELL-ST STEPHEN EDUCATION FOUNDATION SART 3204330748 PO BOX 258 SARTELL MN 56377 ROBERTA HARTIG EXECUTIVE CONSULTANT 3204330748 2025-11-04 1 MARIE A PRIMUS CPA P01272184 3202517010 2025-11-04 2024 2025-03-06 01:10:19Z ROBERTA HARTIG PO BOX 258 SARTELL MN 56377 89639 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 62379 55841 0 0 5421 32513 792 -1752 68592 86602 49060 38052 0 0 12618 13554 0 0 8322 19490 9814 81168 61420 -12576 25182 515222 560964 0 0 515222 560964 X SARTELL-ST. STEPHEN EDUCATION FOUNDATION (SSEF) FINANCIALLY SUPPORTS INNOVATIVE IDEAS AND PROGRAMS FOR THE STUDENTS OF SCHOOL DISTRICT 748. SSEF EMBRACES THE GOALS OF THE DISTRICT BY PROVIDING FUNDS FOR ACADEMIC PROGRAMMING FROM EARLY CHILDHOOD THROUGH TWELFTH GRADE, AS WELL AS PROVIDING SCHOLARSHIPS TO GRADUATING SENIORS. 0 0 32041 28652 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 2024 INCLUDED THE SENIOR AWARDS PROGRAM, CHAMBER GOLF OUTING, DISTRICT ALL STAFF BREAKFAST, CHAMBER MONSTER DASH, AND TOAST OF AUTUMN. 24 GRANTS TOTALING $28,652 WERE AWARDED TO ISD#748 SARTELL-ST.STEPHEN FOR EARLY CHILDHOOD, ELEMENTARY, AND SECONDARY EDUCATION PROGRAMS. 9400 9400 10 SCHOLARSHIPS WERE AWARDED TO ISD# 748 SARTELL-ST. STEPHEN SENIORS. 41441 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 3 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 THE ORGANIZATION 3204330748 PO BOX 258 SARTELL MN 56377 SARAH NOBLE 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 DAN DIXON DIRECTOR 1.00 X 0 0 0 LINDSEY BOSEK DIRECTOR (BEG MARCH 2024) 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 JOSH SUGAR DIRECTOR 1.00 X 0 0 0 NIKKI SWEETER DIRECTOR 1.00 X 0 0 0 DUSTIN MEIER DIRECTOR (BEG MARCH 2024) 1.00 X 0 0 0 TONYA MILLER EXEC CONSULTANT/PRES (THRU 2/2024) 15.00 X 2754 0 0 ROBERTA HARTIG EXEC CONSULTANT/PRES (BEG 2/2024) 15.00 X 10800 0 0 13554 0 0 0 0 0 0 0 8805 47036 55841 13194 13194 19319 0 19319 19319 19319 0 8805 3037 -3037 -3037 1285 0 1285 1285 86602 0 0 30761 28652 28652 9400 9400 13554 3389 5083 5082 1760 1760 2692 2692 3439 199 3240 736 736 580 580 BOARD AND STAFF RECOGNI 582 582 FEES & REGISTRATIONS 25 25 61420 41441 11657 8322 40263 39383 474959 521581 515222 560964 0 0 X 509656 551398 5566 9566 515222 560964 515222 560964 25182 20560 0 X 0 0 0 X 192887 77986 68276 62379 55841 457369 192887 77986 68276 62379 55841 457369 110754 346615 7182 11255 10420 5421 13194 47472 1285 1285 506126 0.68480 0.70840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 474960 53021 6400 521581 414199 4500 60661 4400 474960 490358 -71759 4400 414199 418173 15466 56719 490358 371230 46943 418173 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 FRUNDS RAISED FROM THE ALUMNI FUN RUN FOR THE RUSTIE FROEMMING CROSS COUNTRY SCHOLARSHIPS. 1 ISD 748 - SARTELL HIGH SCHOOL 748 - 7TH STREET NORTH SARTELL MN 56377 416003908 GOVT 28482 0 EDUCATION SUPPORT 1 0 SCHOLARSHIPS 10 9400 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).