Civic Intelligence

St. Croix Valley Sart

990 • Fiscal year 2017 • EIN 39-1983516

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

1343 North Main StreetRiver Falls, WI 54022

(715) 425-6443

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$131,759

Up $11,725 (+9.8%) from 2016

Net Assets

Up

$131,338

Up $11,873 (+9.9%) from 2016

Liabilities

Down

$421

Down $148 (-26%) from 2016

Revenue

Up

$281,103

Up $54,492 (+24%) from 2016

Expenses

Up

$269,230

Up $33,075 (+14%) from 2016

Net Income

Up

$11,873

Up $21,417 (+224%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $120,163Liabilities 2011: $915Net Assets 2011: $119,2482011Assets 2012: $154,070Liabilities 2012: $913Net Assets 2012: $153,1572012Assets 2013: $154,536Liabilities 2013: $1,257Net Assets 2013: $153,2792013Assets 2014: $149,638Liabilities 2014: $313Net Assets 2014: $149,3252014Assets 2015: $129,035Liabilities 2015: $26Net Assets 2015: $129,0092015Assets 2016: $120,034Liabilities 2016: $569Net Assets 2016: $119,4652016Assets 2017: $131,759Liabilities 2017: $421Net Assets 2017: $131,3382017Assets 2018: $149,462Liabilities 2018: $2,608Net Assets 2018: $146,8542018Assets 2019: $217,355Liabilities 2019: $3,638Net Assets 2019: $213,7172019Assets 2020: $284,440Liabilities 2020: $6,017Net Assets 2020: $278,4232020Assets 2021: $388,012Liabilities 2021: $4,530Net Assets 2021: $383,4822021Assets 2022: $432,643Liabilities 2022: $3,775Net Assets 2022: $428,8682022Assets 2023: $354,724Liabilities 2023: $3,405Net Assets 2023: $351,3192023Assets 2024: $275,703Liabilities 2024: $7,672Net Assets 2024: $268,0312024Assets 2025: $455,313Liabilities 2025: $8,532Net Assets 2025: $446,7812025

Highlighted filing

2017

Assets$131,759
Liabilities$421
Net Assets$131,338

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $160,883Expenses 2011: $154,587Net Income 2011: $6,2962011Revenue 2012: $188,989Expenses 2012: $155,080Net Income 2012: $33,9092012Revenue 2013: $163,186Expenses 2013: $163,064Net Income 2013: $1222013Revenue 2014: $215,171Expenses 2014: $219,125Net Income 2014: -$3,9542014Revenue 2015: $210,040Expenses 2015: $230,356Net Income 2015: -$20,3162015Revenue 2016: $226,611Expenses 2016: $236,155Net Income 2016: -$9,5442016Revenue 2017: $281,103Expenses 2017: $269,230Net Income 2017: $11,8732017Revenue 2018: $297,002Expenses 2018: $281,486Net Income 2018: $15,5162018Revenue 2019: $344,903Expenses 2019: $278,040Net Income 2019: $66,8632019Revenue 2020: $359,816Expenses 2020: $295,110Net Income 2020: $64,7062020Revenue 2021: $573,046Expenses 2021: $467,987Net Income 2021: $105,0592021Revenue 2022: $584,623Expenses 2022: $539,237Net Income 2022: $45,3862022Revenue 2023: $460,638Expenses 2023: $538,187Net Income 2023: -$77,5492023Revenue 2024: $411,922Expenses 2024: $495,210Net Income 2024: -$83,2882024Revenue 2025: $664,689Expenses 2025: $485,939Net Income 2025: $178,7502025

Highlighted filing

2017

Revenue$281,103
Expenses$269,230
Net Income$11,873
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$288,598
Mission and Program Overview

Mission

To provide forensic healthcare, education, protection, and advocacy to sexual assault victims.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$111,549$119,741▲ $8,192
Land, Buildings, and Equipment, Net$5,936$10,241▲ $4,305
Cash and Non-Interest-Bearing Accounts$1,599$827▼ $772
Total Assets$120,034$131,759▲ $11,725
Other Assets Total$950$950→ $0
Liabilities
Accounts Payable and Accrued Expenses$569$421▼ $148
Total Liabilities$569$421▼ $148
Net Assets / Fund Balance
Unrestricted Net Assets$119,465$131,338▲ $11,873
Total Net Assets Fund Balance$119,465$131,338▲ $11,873
Total Liabilities and Net Assets / Fund Balance$120,034$131,759▲ $11,725

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,241$14,516-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy JohnsonChair
Carol SkinnerPast Chair
Sharon BergsholmVice Chair
Ann GustafsonDirector
Desiree Wiesen-martinDirector
Edward MinserDirector
Jean SmithDirector
Jennifer KnutsonDirector
Kimberly McdonaldDirector
Richard RangeDirector
Tom BauerDirector
Tom GundersonDirector
Michael KnollExecutive Director
Pam BellrichardSecretary
Joanne ObermuellerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$273,827
Program Service Revenue
$10,000
Investment Income
$677
Other Revenue
$-3,401
All Other Contributions
$141,882
Change in Net Assets
$11,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,406
Other Expenses$66,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,705$32,150-$187,855
Occupancy$14,302$3,556-$17,858
Payroll Taxes$11,303$2,398-$13,701
Fees for Services Other$11,130--$11,130
Office Expenses$9,111$204-$9,315
Insurance$8,834--$8,834
Conferences and Meetings$2,976--$2,976
Depreciation Depletion-$2,099-$2,099
Other Expenses$1,506--$1,506
Fees for Services Accounting$1,250--$1,250
Current Officers, Directors, Trustees, and Key Employees-$850-$850
Total Functional Expenses$227,973$41,257$0$269,230
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,495
Fundraising Gross Income$4,094
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraiser$16,876$4,094$2,517$1,577
Total Events$22,964$4,094$7,495$-3,401
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The 990 is reviewed and signed by the board chair and the treasurer once the 990 is complete at the end of the fiscal year.

Form 990, Part VI, Section B, line 12C

The board reviews and monitors compliance with the policy annually.

Form 990, Part VI, Section B, line 15B

The board evaluates the executive director annually and determines compensation based on the amount of funds available.

Form 990, Part VI, Section C, line 19

All governing documents and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
St Croix Valley SART Inc
EIN
39-1983516
Phone
7154256443
Address
1343 North Main Street, River Falls, WI 54022

Signing Officer

Name
Sharon Bergsholm
Title
Chair
Phone
7154256443
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Bergsholm
Formed
2001
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
18
Volunteers
7

Preparer

Firm
MahoneyUlbrichChristiansen & Russ PA
Address
10 River Park Plaza Suite 800, Saint Paul, MN 55107
Preparer
Rozalyn Z Allyson
Phone
6512276695
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IRS990/OtherExpensesGrp/TotalAmt13764
IRS990/OtherExpensesGrp/TotalAmt23448
IRS990/OtherExpensesGrp/TotalAmt31506
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032150
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0155705
IRS990/OtherSalariesAndWagesGrp/TotalAmt0187855
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02398
IRS990/PayrollTaxesGrp/ProgramServicesAmt011303
IRS990/PayrollTaxesGrp/TotalAmt013701
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHARON BERGSHOLM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621400
IRS990/ProgramServiceRevenueGrp/Desc0HOSPITALS FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0197363
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0476
IRS990/PYOtherExpensesAmt051625
IRS990/PYOtherRevenueAmt01772
IRS990/PYProgramServiceRevenueAmt027000
IRS990/PYRevenuesLessExpensesAmt0-9544
IRS990/PYSalariesCompEmpBnftPaidAmt0184530
IRS990/PYTotalExpensesAmt0236155
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0226611
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011873
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111549
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0273827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0197363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0195263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0199457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0991724
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0696
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0956
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03310
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt094000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65970
IRS990ScheduleA/PublicSupportPY170Pct00.92030
IRS990ScheduleA/PublicSupportTotal170Amt0656404
IRS990ScheduleA/SubstantialContributorsTotAmt0335320
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0273827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0197363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0195263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0199457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125814
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0991724
IRS990ScheduleA/TotalSupportAmt0995034
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt010241
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014516
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt024757
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010241
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018870
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012782
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06088
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07495
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04094
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04094
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3401
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0884
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND SIGNED BY THE BOARD CHAIR AND THE TREASURER ONCE THE 990 IS COMPLETE AT THE END OF THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND MONITORS COMPLIANCE WITH THE POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY AND DETERMINES COMPENSATION BASED ON THE AMOUNT OF FUNDS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0120034
IRS990/TotalAssetsEOYAmt0131759
IRS990/TotalAssetsGrp/BOYAmt0120034
IRS990/TotalAssetsGrp/EOYAmt0131759
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0273827
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041257
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0227973
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0569
IRS990/TotalLiabilitiesEOYAmt0421
IRS990/TotalLiabilitiesGrp/BOYAmt0569
IRS990/TotalLiabilitiesGrp/EOYAmt0421
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0119465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0131338
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0227973

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.09$4.47$6.65$4.86$1.79
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.08$2.68$4.12$4.95$0.83
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.03$3.51$4.61$5.38$0.78
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$0.04$4.29$5.85$5.39$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.05$3.83$5.73$4.68$1.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.06$2.78$3.60$2.95$0.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.04$2.14$3.45$2.78$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.03$1.47$2.97$2.81$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.31$2.81$2.69$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.01$1.19$2.27$2.36$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$2.10$2.30$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.49$2.15$2.19$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.55$0.01$1.53$1.63$1.63$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.01$1.53$1.89$1.55$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.01$1.19$1.61$1.55$0.06