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← SIEMER INSTITUTE

Form 990 for tax year 2024

Filed by SIEMER INSTITUTE.

Totals

Total revenue
$19,369,986
Total expenses
$19,628,589
Contributions and grants received
$18,640,381
Grants paid
$18,642,500
Program service revenue
$0
Investment income
$729,605
Other revenue
$0
Total assets, end of year
$23,655,323
Total liabilities, end of year
$16,698,870
Net assets or fund balances, end of year
$6,956,453
Program services expenses (Part IX)
$19,477,957
Management and general expenses
$150,632
Fundraising expenses
$0
Program service expenses (Part III)
$19,477,957

Program services were 99.2% 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

    $18,510,000

  • 1e · Government grants (contributions)

    $24,924

  • 1f · All other contributions, gifts and grants

    $105,457

  • 3 · Investment income

    total $297,485 · excluded $297,485

  • 7a · Gross sales of assets other than inventory

    securities $15,463,789

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

    securities $15,031,669

  • 7c · Gain or loss

    securities $432,120

  • 7d · Net gain or loss

    total $432,120 · excluded $432,120

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,642,500 · program services $18,642,500

  • 5 · Compensation of officers, directors and key employees

    total $236,267 · program services $200,827 · management and general $35,440

  • 7 · Other salaries and wages

    total $281,957 · program services $239,664 · management and general $42,293

  • 8 · Pension plan contributions

    total $28,785 · program services $24,467 · management and general $4,318

  • 9 · Other employee benefits

    total $47,209 · program services $40,127 · management and general $7,082

  • 10 · Payroll taxes

    total $37,030 · program services $31,475 · management and general $5,555

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $4,016 · program services $3,414 · management and general $602

  • 11c · Fees: accounting

    total $3,000 · management and general $3,000

  • 11g · Fees: other

    total $73,450 · program services $62,433 · management and general $11,017

  • 12 · Advertising and promotion

    total $15,256 · program services $12,968 · management and general $2,288

  • 13 · Office expenses

    total $2,431 · program services $2,066 · management and general $365

  • 14 · Information technology

    total $8,815 · program services $7,493 · management and general $1,322

  • 17 · Travel

    total $12,427 · program services $10,563 · management and general $1,864

  • 23 · Insurance

    total $232 · program services $197 · management and general $35

  • 24a · Other expenses: ANNUAL SUMMIT

    total $170,011 · program services $144,509 · management and general $25,502

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $7,042 · program services $5,987 · management and general $1,055

  • 24c · Other expenses: PAYROLL PROCESSING FEE

    total $1,958 · program services $1,664 · management and general $294

  • 24d · Other expenses: MEMBERSHIP DUES

    total $1,003 · program services $853 · management and general $150

  • 24e · All other expenses

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,503,697 · end of year $13,020,153

  • 3 · Pledges and grants receivable

    end of year $8,500,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,552 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $9,234,967 · end of year $2,135,170

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,017 · end of year $217,370

  • 18 · Grants payable

    beginning of year $13,940,000 · end of year $16,481,500

  • 27 · Net assets without donor restrictions

    beginning of year $6,795,199 · end of year $6,956,453

Mission and programs · 2024

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 $19,477,957 · Grants $18,642,500

As filed on the 2024 return.

Listed in Part VII

  • Barbara Siemer

    CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Elizabeth Siemer

    PRESIDENT & VICE CHAIR/DIR

    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
    $1,012,706
    From this org
    $0
    From related orgs
    $905,239
    Other
    $107,467
    Hours/week
    1.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,287 related
    Bonus
    $0 + $300,000 related
    Other
    $0 + $59,952 related
    Deferred
    $0 + $84,500 related
    Nontaxable benefits
    $0 + $22,967 related
    Filer's total
    $0 + $1,012,706 related

  • Scott G Heitkamp

    TREASURER/DIRECTOR

    Total calculated
    $381,890
    From this org
    $0
    From related orgs
    $318,492
    Other
    $63,398
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,492 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,888 related
    Nontaxable benefits
    $0 + $30,510 related
    Filer's total
    $0 + $381,890 related

  • Kimberly A Habash Dorniden

    PRESIDENT & NATIONAL DIR.

    Total calculated
    $236,267
    From this org
    $221,433
    From related orgs
    $0
    Other
    $14,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,433
    Bonus
    $20,000
    Other
    $0
    Deferred
    $11,878
    Nontaxable benefits
    $2,956
    Filer's total
    $236,267

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

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
2024
Filed
6 May 2025
IRS schema version
2024v5.1
Source object
202511339349302351

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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