2013-09-13T15:50:23-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-01-01 410811842 SEARCH INSTITUTE SEAR 6123768955 615 FIRST AVENUE NE NO 125 MINNEAPOLIS MN 55413 KENT PEKEL 6123768955 2013-09-04 1 LARRY ADAMS P01314654 6123764500 2012 2016-02-24 21:20:13Z KENT PEKEL 615 FIRST AVENUE NE NO 125 MINNEAPOLIS MN 55413 4179723 0 X WWW.SEARCH-INSTITUTE.ORG X 1958 MN TO PROVIDE CATALYTIC LEADERSHIP, BREAKTHROUGH KNOWLEDGE, AND INNOVATIVE RESOURCES TO ADVANCE THE HEALTH OF CHILDREN, YOUTH, FAMILIES, AND COMMUNITIES. 14 13 39 14 0 0 1772162 115160 3310818 3959616 4566 2947 2020377 102000 7107923 4179723 307186 611058 0 0 3068244 2476764 0 120176 223593 2715483 3420506 6090913 6628504 1017010 -2448781 4282962 1720275 873031 756369 3409931 963906 TO PROVIDE CATALYTIC LEADERSHIP, BREAKTHROUGH KNOWLEDGE, AND INNOVATIVE RESOURCES TO ADVANCE THE HEALTH OF CHILDREN, YOUTH, FAMILIES, AND COMMUNITIES. 0 0 5185992 611058 3959616 RESEARCH AND EDUCATIONAL SERVICESLAUNCHED OR CONDUCTED 10 RESEARCH AND DEVELOPMENT PROJECTS ON YOUTH AND FAMILY DEVELOPMENT AND EDUCATIONAL IMPROVEMENT. SURVEYED 100,000 CHILDREN AND YOUTH. DISTRIBUTED BOOKS AND OTHER RESOURCES ON EDUCATION AND YOUTH DEVELOPMENT, AND MAINTAINED THREE WEBSITES WITH INFORMATION AND RESOURCES FOR FAMILIES, SCHOOLS, AND COMMUNITIES. 5185992 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 58 0 39 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X BILL MCCABE 6123990232 625 FIRST AVENUE NE SUITE 125 MINNEAPOLIS MN 55413 KENT PEKEL 40.00 X X 63584 0 6936 MORRIS GOODWIN 0.50 X X 0 0 0 CAROL B TRUESDELL 0.50 X X 0 0 0 MICK JOHNSON 0.50 X X 0 0 0 ROBERT RUDELL 0.50 X X 0 0 0 DR DEBRA BOWERS 0.50 X 0 0 0 ELEANOR T COLEMAN 0.50 X 0 0 0 DR BABARA A FARLEY 0.50 X 0 0 0 DR DEE GAEDDERT 0.50 X 0 0 0 DAVID MORENO 0.50 X 0 0 0 DR SHERYL NEIBUHR 0.50 X 0 0 0 JEFF PETERSON 0.50 X 0 0 0 PETER G RODOSOVICH 0.50 X 0 0 0 DR MICHAEL C RODRIGUEZ 0.50 X 0 0 0 EUGENE ROEHLKEPARTAIN 40.00 X 129476 0 39244 TIMOTHY SHOWALTER-LOCH 40.00 X 133100 0 13639 NANCY ALLIEGRO 40.00 X 104542 0 0 DR PETER SCALES 40.00 X 140941 0 24875 THERESA SULLIVAN 40.00 X 107787 0 20490 ESTATE OF PETER BENSON 0.00 X 107638 0 0 787068 0 105184 6 1 1 0 Y&R INC PO BOX 751731 CHARLOTTE NC 282751731 MARKETING/COMMUNICATIONS SERVICES 816669 METROPOLITAN GROUP 35 EAST WACKER DRIVE SUITE 1750 CHICAGO IL 60601 PROFESSIONAL FUNDRAISING PLANNING 120176 2 115160 115160 CONTRACTS SERVICES 611710 2397321 2397321 CURRICULUM SALES 611710 1562295 1562295 3959616 2947 2947 2839 2839 90623 0 90623 90623 90623 MISCELLANEOUS INCOME 900099 5090 5090 LEASE INCENTIVE 900099 3448 3448 8538 4179723 3959616 0 104947 X 611058 611058 479243 180342 298901 1593115 1199648 329324 64143 220914 158191 53775 8948 183492 123075 54569 5848 15750 14674 1074 2 66465 66465 120176 120176 1775348 1666337 109011 101619 101619 155824 104631 46259 4934 476139 334637 125601 15901 250910 238828 10661 1421 14614 11818 2326 470 3054 3054 19964 13391 5937 636 22771 22771 COST OF GOODS SOLD 386755 386755 BAD DEBT EXPENSE 58170 58170 EQUIPMENT EXPENSE 23131 2338 20793 PROFESSIONAL DEVELOPMEN 18109 15217 2892 31883 23433 7336 1114 6628504 5185992 1218919 223593 59883 2024869 673396 1386287 229701 156190 246896 246144 313532 348334 204011 1183832 1155274 34133 28558 4414 0 22708 24181 4282962 1720275 627740 588858 230326 155424 14965 12087 873031 756369 X 709815 170831 2675027 767986 25089 25089 3409931 963906 4282962 1720275 -2448781 2756 0 X 0 1 X 1 1 1 X 4202764 1656122 4285046 1772162 115160 12031254 3825436 3044786 3282882 3310818 3959616 17423538 8028200 4700908 7567928 5082980 4074776 29454792 5000 6000 5500 31664 16789 64953 3344674 2283859 1584059 1068579 2102546 10383717 3349674 2289859 1589559 1100243 2119335 10448670 19006122 10168 31412 34936 11211 96409 184136 10168 31412 34936 11211 96409 184136 25455 2977 90296 2024933 8538 2152199 8063823 4735297 7693160 7119124 4179723 31791127 0.59780 0.65510 0.00580 0.00360 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: LIFE INSURANCE PROCEEDS MISCELLANEOUS INCOME LEASE INCENTIVE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22708 1473 24181 23919 -281 930 22708 22725 2233 1039 23919 22100 3387 2486 276 22725 30978 -8546 332 22100 0.00000 1.00000 0.00000 1 0 1183832 1155274 28558 28558 CAPITAL LEASE OBLIGATION 12087 12087 X 4182479 2756 2756 4179723 0 4179723 6628504 0 6628504 0 6628504 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT DR. PETER BENSON'S WORK IN THE PROMOTION OF HEALTHY, THRIVING YOUNG PEOPLE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE INSTITUTE CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE INSTITUTE FOLLOWS A POLICY THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS POLICY HAD NO IMPACT ON THE INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE'S 2009 TO 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. 1 METROPOLITAN GROUP 35 EAST WACKER DRIVE SUITE 1750 CHICAGO IL 60601 PLANNING 0 0 120176 0 120176 MN 1 INDEPENDENT SCHOOL DISTRICT 283 6425 WEST 33RD STREET ST LOUIS PARK MN 55426 416001466 SCHOOL DISTRICT 306527 0 N/A N/A BUILDING ASSETS-REDUCING RISKS PROGRAM - SEE PART IV SANFORD SCHOOL DEPARTMENT 917 MAIN STREET SUITE 200 SANFORD ME 04073 016000355 SCHOOL DISTRICT 64406 0 N/A N/A BUILDING ASSETS-REDUCING RISKS PROGRAM - SEE PART IV HEMET UNIFIED SCHOOL 1791 WEST ACACIA AVENUE HEMET CA 92545 521527174 SCHOOL DISTRICT 240125 0 N/A N/A BUILDING ASSETS-REDUCING RISKS PROGRAM - SEE PART IV 3 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ACTIVITIES PERTAINING TO GRANT ARE MONITORED BY PROJECT DIRECTOR AND REPORT TO THE GOVERNMENT DURING REGULAR MEETINGS. REPORTS DETAILING WORK IS SUBMITTED WITH REQUEST FOR GRANT PAYMENT AND REVIEWED BY THE PROJECT MANAGER. SINGLE AUDIT IS COMPLETED ON FEDERAL GRANTS. X X X 0 0 0 0 0 0 0 0 0 EUGENE ROEHLKEPARTAIN 129476 0 0 0 0 0 0 0 39244 0 168720 0 0 0 DR PETER SCALES 140941 0 0 0 0 0 0 0 24875 0 165816 0 0 0 ESTATE OF PETER BENSON 107638 0 0 0 0 0 0 0 0 0 107638 0 0 0 JOLENE ROEHLKEPARTAIN FAMILY MEMBER OF VICE PRESIDENT, E. ROEHLKEPARTAIN 3936 WRITING AND EDITING CURRICULUM 0 FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE-CHAIR, IMMEDIATE PAST CHAIR, SECRETARY-TREASURER, AND THE CEO OF SEARCH INSTITUTE. THE EXECUTIVE COMMITTEE PERFORMS INVESTIGATIVE AND INFORMATION GATHERING PROJECTS ON BEHALF OF THE BOARD OF DIRECTORS AS A WHOLE, AND REPORTS ITS FINDINGS AND MAKES RECOMMENDATIONS BACK TO THE BOARD. THE EXECUTIVE COMMITTEE ALSO PERFORMS BOARD ADMINISTRATIVE TASKS ON BEHALF OF THE BOARD AS A WHOLE. THE EXECUTIVE COMMITTEE HAS LIMITED DECISION MAKING AUTHORITY APART FROM THE BOARD AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11 EACH INDIVIDUAL BOARD MEMBER IS PROVIDED WITH A DRAFT COPY OF THE COMPLETED FORM 990 PRIOR TO FILING. THEY ARE ASKED TO REVIEW AND GIVE ANY INPUT PRIOR TO THE ACTUAL FILING OF THE FORM. THE FORM 990 IS NOT FILED UNTIL BOARD MEMBERS ARE GIVEN AN APPROPRIATE AMOUNT OF TIME TO COMPLETE THE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS MUST ANNUALLY FILL OUT THE CONFLICT OF INTEREST DISCLOSURE FORM. THOSE ARE TURNED INTO THE EXECUTIVE ASSISTANT WHO REVIEWS AND FORWARDS ON TO THE BOARD'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WHO REVIEWS EACH DISCLOSURE FORM TO DETERMINE IF ANY CONFLICT OF INTEREST PROBLEM EXISTS WITH A BOARD MEMBER. IF ANY REPORTABLE OR PROBLEMATIC CONFLICT EXISTS, THEY ARE REPORTED BACK TO THE BOARD AS A WHOLE ALONG WITH RECOMMENDATIONS FOR ACTION ON A CASE-BY-CASE BASIS. THE BOARD AS A WHOLE THEN MOVES FOR ANY NECESSARY ACTION. ALL FORMS AND DOCUMENTED CONFLICTS ARE TURNED OVER TO HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE PRESIDENT'S SALARY USING A NUMBER OF SALARY STUDIES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE REVIEW PROCESS WAS MOST RECENTLY CONDUCTED IN 2012 FOR THE PRESIDENT & CEO, K. PEKEL. THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE SALARIES OF THE VICE PRESIDENTS USING A NUMBER OF SALARY STUDIES FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE REVIEW PROCESS WAS MOST RECENTLY CONDUCTED IN 2012 FOR THE VICE PRESIDENTS, E. ROEHLKEPARTAIN AND T. SHOWALTER-LOCH. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE INSTITUTE'S WEBSITE, IN THE ANNUAL REPORT, THROUGH THE CHARITIES REVIEW COUNCIL AND UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,666,337. MANAGEMENT AND GENERAL EXPENSES 109,011. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,775,348.