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Nonprofiteer
← SIEMER INSTITUTE

Form 990 for tax year 2025

Filed by SIEMER INSTITUTE.

Totals

Total revenue
$15,368,933
Total expenses
$18,707,717
Contributions and grants received
$15,000,000
Grants paid
$17,871,500
Program service revenue
$0
Investment income
$368,933
Other revenue
$0
Total assets, end of year
$21,596,045
Total liabilities, end of year
$17,966,041
Net assets or fund balances, end of year
$3,630,004
Program services expenses (Part IX)
$18,579,143
Management and general expenses
$128,574
Fundraising expenses
$0
Program service expenses (Part III)
$18,579,143

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $15,000,000

  • 3 · Investment income

    total $146,405 · excluded $146,405

  • 7a · Gross sales of assets other than inventory

    securities $2,275,604

  • 7b · Less cost or other basis and sales expenses

    securities $2,053,076

  • 7c · Gain or loss

    securities $222,528

  • 7d · Net gain or loss

    total $222,528 · excluded $222,528

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,871,500 · program services $17,871,500

  • 5 · Compensation of officers, directors and key employees

    total $219,050 · program services $186,193 · management and general $32,857

  • 7 · Other salaries and wages

    total $318,874 · program services $271,043 · management and general $47,831

  • 8 · Pension plan contributions

    total $19,506 · program services $16,580 · management and general $2,926

  • 9 · Other employee benefits

    total $65,673 · program services $55,822 · management and general $9,851

  • 10 · Payroll taxes

    total $37,960 · program services $32,266 · management and general $5,694

  • 11a · Fees: management

    total $55,000 · program services $46,750 · management and general $8,250

  • 11c · Fees: accounting

    total $3,500 · management and general $3,500

  • 11g · Fees: other

    total $85,208 · program services $72,427 · management and general $12,781

  • 12 · Advertising and promotion

    total $9,750 · program services $8,288 · management and general $1,462

  • 13 · Office expenses

    total $3,489 · program services $2,966 · management and general $523

  • 14 · Information technology

    total $3,300 · program services $2,806 · management and general $494

  • 17 · Travel

    total $5,984 · program services $5,087 · management and general $897

  • 23 · Insurance

    total $62 · program services $53 · management and general $9

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $4,581 · program services $3,894 · management and general $687

  • 24b · Other expenses: PAYROLL PROCESSING FEE

    total $2,080 · program services $1,768 · management and general $312

  • 24c · Other expenses: UW ADMIN FEE

    total $1,500 · program services $1,275 · management and general $225

  • 24d · Other expenses: MEMBERSHIP DUES

    total $500 · program services $425 · management and general $75

  • 24e · All other expenses

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,020,153 · end of year $1,000,343

  • 3 · Pledges and grants receivable

    beginning of year $8,500,000 · end of year $20,500,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $95,702

  • 11 · Investments: publicly traded securities

    beginning of year $2,135,170 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $217,370 · end of year $94,541

  • 18 · Grants payable

    beginning of year $16,481,500 · end of year $17,871,500

  • 27 · Net assets without donor restrictions

    beginning of year $6,956,453 · end of year $3,630,004

Mission and programs · 2025

Mission

THE SIEMER INSTITUTE WILL ENHANCE EDUCATIONAL OPPORTUNITIES FOR SCHOOL-AGED CHILDREN BY PREVENTING FAMILY HOMELESSNESS AND REDUCING SCHOOL INSTABILITY.

Activities or mission (Part I)

SEE SCHEDULE O.

  • SOCIAL SERVICES

    Expenses $18,579,143 · Grants $17,871,500

As filed on the 2025 return.

Listed in Part VII

  • Barbara Siemer

    CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Elizabeth Siemer

    VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Tanny Crane

    VICE PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Douglas F Kridler

    SECRETARY/DIRECTOR

    Total calculated
    $727,590
    From this org
    $0
    From related orgs
    $617,573
    Other
    $110,017
    Hours/week
    1.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,573 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $85,000 related
    Nontaxable benefits
    $0 + $25,017 related
    Filer's total
    $0 + $727,590 related

  • Scott G Heitkamp

    TREASURER/DIRECTOR

    Total calculated
    $493,643
    From this org
    $0
    From related orgs
    $419,882
    Other
    $73,761
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,153 related
    Bonus
    $0 + $88,729 related
    Other
    $0
    Deferred
    $0 + $35,000 related
    Nontaxable benefits
    $0 + $38,761 related
    Filer's total
    $0 + $493,643 related

  • Kimberly A Habash Dorniden

    PRES & NATIONAL EXECUTIVE DIRECTOR

    Total calculated
    $219,605
    From this org
    $205,023
    From related orgs
    $0
    Other
    $14,582
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,023
    Bonus
    $20,000
    Other
    $0
    Deferred
    $11,626
    Nontaxable benefits
    $2,956
    Filer's total
    $219,605

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
DOUGLAS F. KRIDLER HAS AN EXECUTIVE EMPLOYMENT AGREEMENT WITH THE COLUMBUS FOUNDATION THAT INCLUDES A DEFERRED COMPENSATION CLIFF-RETENTION BONUS. PER THE AGREEMENT, AMOUNTS ARE DEFERRED FOR 2 YEARS, FOR EACH FULLY COMPLETED CALENDAR YEAR, AND THEN PAID OUT IN THE THIRD YEAR AFTER VESTING. DEFERRED AMOUNTS ARE REPORTED ON PART VII SCHEDULE J ACCORDINGLY.
PART I, LINE 7
A NON-FIXED PAYMENT, IN THE FORM OF A BONUS, WAS PAID DURING THE YEAR, AFTER APPROVAL BY THE BOARD CHAIR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
16 July 2026
IRS schema version
2025v4.2
Source object
202602179349300740

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