Civic Intelligence

St Croix Valley Healthcare Fdn

EIN 39-1424605 • 501(c)3 • St Croix Falls, WI

Profile

To promote quality health care for individuals, families and communities in the st. Croix valley by conducting charitable, educational, scientific and fundraising activities in support of our communities' health care organizations.

235 E State StreetSt Croix Falls, WI 54024

www.scrmc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$764,799

Up $52,052 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$764,799

Up $52,052 (+7.3%) from 2023

Revenue

Up

$73,208

Up $25,965 (+55%) from 2023

Expenses

Up

$42,230

Up $3,462 (+8.9%) from 2023

Net Income

Up

$30,978

Up $22,503 (+266%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $499,247Liabilities 2011: $02011Assets 2012: $539,202Liabilities 2012: $02012Assets 2013: $521,144Liabilities 2013: $0Net Assets 2013: $521,1442013Assets 2014: $582,255Liabilities 2014: $0Net Assets 2014: $582,2552014Assets 2015: $551,758Liabilities 2015: $0Net Assets 2015: $551,7582015Assets 2016: $590,995Liabilities 2016: $0Net Assets 2016: $590,9952016Assets 2017: $652,804Liabilities 2017: $0Net Assets 2017: $652,8042017Assets 2018: $658,896Liabilities 2018: $0Net Assets 2018: $658,8962018Assets 2019: $684,613Liabilities 2019: $0Net Assets 2019: $684,6132019Assets 2020: $684,270Liabilities 2020: $0Net Assets 2020: $684,2702020Assets 2021: $759,109Liabilities 2021: $0Net Assets 2021: $759,1092021Assets 2022: $671,025Liabilities 2022: $0Net Assets 2022: $671,0252022Assets 2023: $712,747Liabilities 2023: $0Net Assets 2023: $712,7472023Assets 2024: $764,799Liabilities 2024: $0Net Assets 2024: $764,7992024

Highlighted filing

2024

Assets$764,799
Liabilities$0
Net Assets$764,799

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $52,438Expenses 2011: $38,641Net Income 2011: $13,7972011Revenue 2012: $59,212Expenses 2012: $26,244Net Income 2012: $32,9682012Revenue 2013: $59,290Expenses 2013: $96,248Net Income 2013: -$36,9582013Revenue 2014: $56,200Expenses 2014: $17,218Net Income 2014: $38,9822014Revenue 2015: $86,961Expenses 2015: $86,889Net Income 2015: $722015Revenue 2016: $84,378Expenses 2016: $45,141Net Income 2016: $39,2372016Revenue 2017: $90,292Expenses 2017: $28,483Net Income 2017: $61,8092017Revenue 2018: $77,894Expenses 2018: $71,802Net Income 2018: $6,0922018Revenue 2019: $81,614Expenses 2019: $55,897Net Income 2019: $25,7172019Revenue 2020: $57,113Expenses 2020: $57,456Net Income 2020: -$3432020Revenue 2021: $50,415Expenses 2021: $16,589Net Income 2021: $33,8262021Revenue 2022: $38,350Expenses 2022: $24,448Net Income 2022: $13,9022022Revenue 2023: $47,243Expenses 2023: $38,768Net Income 2023: $8,4752023Revenue 2024: $73,208Expenses 2024: $42,230Net Income 2024: $30,9782024

Highlighted filing

2024

Revenue$73,208
Expenses$42,230
Net Income$30,978

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$0.73$0.42$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.47$0.39$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.38$0.24$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.50$0.17$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.57$0.57$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.82$0.56$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.78$0.72$0.06
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.53$0.00$6.53$0.90$0.28$0.62
2016Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.84$0.45$0.39
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.87$0.87$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.56$0.17$0.39
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.21$0.00$5.21$0.59$0.96$0.37
2012Summary only. Only limited summary data is available for this year.$5.39$0.00$0.59$0.26$0.33
2011Summary only. Only limited summary data is available for this year.$4.99$0.00$0.52$0.39$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$63,384
Mission and Program Overview

Mission

To promote quality health care for individuals, families and communities in the st. Croix valley by conducting charitable, educational, scientific and fundraising activities in support of our communities' health care organizations.

The mission is to conduct charitable, educational, scientfic, and fundraising activities to promote quality health care in the st. Croix valley. The organization focuses on health care, community service, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$759,109$671,025▼ $88,084
Investments in Publicly Traded Securities$698,557$613,220▼ $85,337
Savings and Temporary Cash Investments$31,710$31,833▲ $123
Cash and Non-Interest-Bearing Accounts$28,842$25,972▼ $2,870
Total Assets$759,109$671,025▼ $88,084
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$759,109$671,025▼ $88,084
Total Liabilities and Net Assets / Fund Balance$759,109$671,025▼ $88,084
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian BlesiChairman
Alec MortelVice Chair
Andrea JerrickBoard Member
Denise TomlinsonBoard Member
Elizabeth EbenspergerBoard Member
JOAN O'FALLONBoard Member
Kimberly PaehikeBoard Member
Mariette Eichten HoeflerBoard Member
Mike RochfordBoard Member
Jeanette RochfordSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$3,758
Program Service Revenue
$0
Investment Income
$21,119
Other Revenue
$13,473
All Other Contributions
$3,758
Change in Net Assets
$13,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,350
Total Revenue per Audited Statements
$38,350
Total Revenue per Form 990
$38,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,948
Grants and Similar Amounts Paid$11,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$6,500--$6,500
Grants to Domestic Orgs$5,000--$5,000
Fees for Service Investment Mgmnt Fees$4,079--$4,079
Office Expenses-$561-$561
Conferences and Meetings-$117-$117
Fees for Services Accounting-$112-$112
Other Expenses$8,050$29-$29
Total Functional Expenses$23,629$819$0$24,448

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,448
Total Expenses per Audited Statements$24,448
Total Expenses per Form 990$24,448
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,770
Fundraising Direct Expenses$8,297
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$21,770$21,770$567$21,203
Total Events$21,770$21,770$8,297$13,473
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board reviews and approves at monthly board meeting the 990 and various state filing requirements before signing and submitting to appropriate agencies.

Form 990, Page 6, Part VI, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
St Croix Valley Healthcare Fdn
EIN
39-1424605
Phone
7154830587
Address
235 E STATE STREET, ST CROIX FALLS, WI 54024

Signing Officer

Name
Brian Blesi
Title
Chairman
Phone
7157553520
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Blesi
Formed
1982
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
15

Preparer

Firm
Carlsonsv Llp
Address
PO BOX 516, OSCEOLA, WI 54020
Preparer
Todd D Anderson CPA
Phone
7152944880
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote quality health care for individuals, families and communities in the st. Croix valley by conducting charitable, educational, scientific and fundraising activities in support of our communities' health care organizations.

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum07154833261
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE ROCHFORD
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IRS990/Form990PartVIISectionAGrp/PersonNm6MARIETTE EICHTEN HOEFLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/GrantsToOrganizationsInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION DIRECTLY SUPPORTED THE ST CROIX REGIONAL MEDICAL CENTER BY PROVIDING UPGRADED MEDICAL EQUIPMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION SUPPORTS THE ST CROIX REGIONAL MEDICAL CENTER AND ITS ACTIVITIES WHICH ARE HEALTH AND WELLNESS RELATED. THE MEDICAL CENTER WOULD STILL BE A MEDICAL CENTER. THIS ORGANIZATION ENHANCES THE MEDICAL CENTER BY PROVIDING ADDITIONAL TECHNOLOGY RELATED MEDICAL EQUIPMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013050
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST CROIX REGIONAL MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0ST CROIX REGIONAL MEDICAL CENTER
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt013050
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IRS990ScheduleD/ExpensesSubtotalAmt024448
IRS990ScheduleD/RevenueSubtotalAmt038350
IRS990ScheduleD/TotalExpensesPerForm990Amt024448
IRS990ScheduleD/TotalRevenuePerForm990Amt038350
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021770
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013473
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0120
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0120
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0567
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0567
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03840
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03840
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE QUALITY HEALTH CARE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES IN THE ST. CROIX VALLEY BY CONDUCTING CHARITABLE, EDUCATIONAL, SCIENTIFIC AND FUNDRAISING ACTIVITIES IN SUPPORT OF OUR COMMUNITIES' HEALTH CARE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES AT MONTHLY BOARD MEETING THE 990 AND VARIOUS STATE FILING REQUIREMENTS BEFORE SIGNING AND SUBMITTING TO APPROPRIATE AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/StatesWhereCopyOfReturnIsFldCd1WI
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0671025
IRS990/TotalAssetsGrp/BOYAmt0759109
IRS990/TotalAssetsGrp/EOYAmt0671025
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IRS990/TotalContributionsAmt03758
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0819
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023629
IRS990/TotalFunctionalExpensesGrp/TotalAmt024448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0671025
IRS990/TotalProgramServiceExpensesAmt023629
IRS990/TotalRevenueGrp/ExclusionAmt036329
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1737
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038350
IRS990/TotalVolunteersCnt015
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0671025
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0220 S ROOSEVELT ST
IRS990/USAddress/CityNm0ST CROIX FALLS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054024
IRS990/VotingMembersGoverningBodyCnt010
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IRS990/WebsiteAddressTxt0WWW.SCRMC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BLESI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07157553520
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST CROIX VALLEY HEALTHCARE FDN
ReturnHeader/Filer/BusinessNameControlTxt0STCR
ReturnHeader/Filer/EIN0391424605
ReturnHeader/Filer/PhoneNum07154830587
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 E STATE STREET
ReturnHeader/Filer/USAddress/CityNm0ST CROIX FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411562398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSONSV LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 516
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSCEOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054020
ReturnHeader/PreparerPersonGrp/PhoneNum07152944880
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD D ANDERSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T09:40:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLESI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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