Civic Intelligence

St Croix Regional Medical Center Auxiliary Inc

EIN 39-6077592 • 501(c)3 • Saint Croix Falls, WI

Profile

To provide support to st reg me education bridging our community with their medical care and creating open public relations thus quality patient care and srvcs

235 State StreetSaint Croix Falls, WI 54024
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Down

$118,297

Down $5,459 (-4.4%) from 2019

Liabilities

Down

$0

Down $5,495 (-100%) from 2019

Net Assets

Up

$118,297

Up $36 (+0.0%) from 2019

Revenue

Down

$21,649

Down $38,503 (-64%) from 2019

Expenses

Down

$18,004

Down $66,192 (-79%) from 2019

Net Income

Up

$3,645

Up $27,689 (+115%) from 2019

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $127,244Liabilities 2011: $0Net Assets 2011: $127,2442011Assets 2012: $145,912Liabilities 2012: $0Net Assets 2012: $145,9122012Assets 2013: $145,636Liabilities 2013: $0Net Assets 2013: $145,6362013Assets 2014: $154,715Liabilities 2014: $1,172Net Assets 2014: $153,5432014Assets 2015: $137,763Liabilities 2015: $1,148Net Assets 2015: $136,6152015Assets 2016: $142,988Liabilities 2016: $7,380Net Assets 2016: $135,6082016Assets 2017: $157,496Liabilities 2017: $3,712Net Assets 2017: $153,7842017Assets 2018: $150,805Liabilities 2018: $3,005Net Assets 2018: $147,8002018Assets 2019: $123,756Liabilities 2019: $5,495Net Assets 2019: $118,2612019Assets 2021: $118,297Liabilities 2021: $0Net Assets 2021: $118,2972021

Highlighted filing

2021

Assets$118,297
Liabilities$0
Net Assets$118,297

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $76,7462011Expenses 2012: $66,2082012Revenue 2013: $68,171Expenses 2013: $68,447Net Income 2013: -$2762013Revenue 2014: $80,971Expenses 2014: $73,064Net Income 2014: $7,9072014Revenue 2015: $72,197Expenses 2015: $89,125Net Income 2015: -$16,9282015Revenue 2016: $80,667Expenses 2016: $81,674Net Income 2016: -$1,0072016Revenue 2017: $88,585Expenses 2017: $70,409Net Income 2017: $18,1762017Revenue 2018: $72,201Expenses 2018: $78,185Net Income 2018: -$5,9842018Revenue 2019: $60,152Expenses 2019: $84,196Net Income 2019: -$24,0442019Revenue 2021: $21,649Expenses 2021: $18,004Net Income 2021: $3,6452021

Highlighted filing

2021

Revenue$21,649
Expenses$18,004
Net Income$3,645

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 9, 2022
Return Version
2021v4.1
Gross Receipts
$21,649
Mission and Program Overview

Mission

To provide support to st reg me education bridging our community with their medical care and creating open public relations thus quality patient care and srvcs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,670$62,258▲ $4,588
Savings and Temporary Cash Investments$55,089$54,127▼ $962
Inventories for Sale or Use$1,889$1,597▼ $292
Land, Buildings, and Equipment, Net$315$315→ $0
Total Assets$114,963$118,297▲ $3,334
Liabilities
Accounts Payable and Accrued Expenses$2,016--
Total Liabilities$2,016$0▼ $2,016
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,858$59,673▲ $1,815
Net Assets With Donor Restrictions$55,089$58,624▲ $3,535
Total Net Assets Fund Balance$112,947$118,297▲ $5,350
Total Liabilities and Net Assets / Fund Balance$114,963$118,297▲ $3,334

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,463$5,463
Compensation and Service Providers

Board Members and Trustees

NameTitle
Glenna TackPresident
Carolyn WardVice President
Audrey JohnsonBoard Member
Barb OlsonBoard Member
Bev CaspersonBoard Member
Jill NetlandBoard Member
Jackie HillmanAsst Treasurer
Jackie HillmanCo-treasurer
Gail FaulkSecretary
Kathy LuckenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,598
Program Service Revenue
$1,040
Investment Income
$11
Other Revenue
$0
All Other Contributions
$1,492
Change in Net Assets
$3,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,004
Total Fundraising Expense$1,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,000$150$1,686$6,000
Occupancy-$1,100-$1,100
Office Expenses-$885-$885
Fees for Services Accounting-$805-$805
Depreciation Depletion-$315-$315
Travel-$173-$173
Total Functional Expenses$13,040$3,428$1,686$18,004
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flowers-gift$19,106$19,106$8,645$10,461
Total Events$19,106$19,106$8,645$10,461
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Pp0 Page 3 Part VI Section A Line 6

The organization has 87 members from the community and is open to anyone-there is not required application or fee innterested individuals oftem contribute monetarily and or volunteer their time and added to teh mailing list

990 Page 6 Part VI Section A Line 7A 7B

Nominations for the board members are advertised excepted an election day and time are set and advertised-governing decisions are made by the board of directors-bylaw changes if any at the time are presented to gen membershp for apprvl

990 Page 6 Part VI Section B Line 11B

990 tax return was presented at the june board meeting along with a financial statement for review and discussion and was approved

990 Page 6 Part VI Section B Lines 12B 12C

The organization has a written conflict of interest policy which state that the officers and members of the board must discloes the possibility of conflict that may arise-any

Filing and Contact Details

Filer

Filer Name
St Croix Medical Center Volunt
EIN
39-6077592
Address
235 STATE STREET, SAINT CROIX FALLS, WI 54024

Signing Officer

Name
Kathy Lucken
Title
President
Phone
7154831061
Signed
2022-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Lucken
Formed
1955
Legal Domicile
Wi
Voting Board Members
104
Independent Board Members
0
Employees
0
Volunteers
87

Preparer

Firm
Mclane Accounting Tax Servic
Address
PO BOX 45, TAYLORS FALLS, MN 55084
Preparer
Cynthia S Mclane Ea
Phone
6514654832
Supplemental Narrative

Additional Explanations

Funding of Projects That the Organization Is Working

That they have a close relative works for or owns-at the time of discussion and if vote is required they are asked to abstain from the vote and even temporaily leave the meeting

990 Part IV and Schedule D

Community fundraisers are held specially for scholarship fund-all solicitaions state its purpose and contributors receive a letter stating so-some scholarships are awarded

990 Part IV and Schdule D - Continued

Per bequest-2x 1000 and all others per standing rules 500 up to 12 scholarships were presented this year 6000 total

990 Page 2 Program Services Accomplichments

In 2021 due to covid no helath fairs were held on hospital campus however free covid testing and vaccinations including counceling and information

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IRS990/ProgramServiceRevenueGrp/Desc2SALAD LUNCHOEN-COMM
IRS990/ProgramServiceRevenueGrp/Desc3LOVE LIGHT PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01040
IRS990/ProgSrvcAccomActy2Grp/Desc09 SCHOLARSHIPS WERE AWARDED THIS YEAR
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06000
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY OUTREACH-CHEMO HATS BLANKETS AND CHILDRENS TOYS AND STUFFED
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06959
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027529
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0263
IRS990/PYOtherExpensesAmt037166
IRS990/PYProgramServiceRevenueAmt04060
IRS990/PYRevenuesLessExpensesAmt0-5314
IRS990/PYTotalExpensesAmt037166
IRS990/PYTotalRevenueAmt031852
IRS990/ReconcilationRevenueExpnssAmt03645
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01040
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055089
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08201
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09836
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0660
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0501
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0270
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049656
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0226389
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01705
IRS990ScheduleA/InvestmentIncomeCYPct00.00620
IRS990ScheduleA/InvestmentIncomePYPct00.00600
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99380
IRS990ScheduleA/PublicSupportPY509Pct00.99400
IRS990ScheduleA/PublicSupportTotal509Amt0272704
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088315
IRS990ScheduleA/Total509Grp/TotalAmt0272704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088585
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0274409
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01942
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05463
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05463
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01942
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt06000
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08645
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLOWERS-GIFT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019106
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010461
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08645
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08645
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS 87 MEMBERS FROM THE COMMUNITY AND IS OPEN TO ANYONE-THERE IS NOT REQUIRED APPLICATION OR FEE INNTERESTED INDIVIDUALS OFTEM CONTRIBUTE MONETARILY AND OR VOLUNTEER THEIR TIME AND ADDED TO TEH MAILING LIST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOMINATIONS FOR THE BOARD MEMBERS ARE ADVERTISED EXCEPTED AN ELECTION DAY AND TIME ARE SET AND ADVERTISED-GOVERNING DECISIONS ARE MADE BY THE BOARD OF DIRECTORS-BYLAW CHANGES IF ANY AT THE TIME ARE PRESENTED TO GEN MEMBERSHP FOR APPRVL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 TAX RETURN WAS PRESENTED AT THE JUNE BOARD MEETING ALONG WITH A FINANCIAL STATEMENT FOR REVIEW AND DISCUSSION AND WAS APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH STATE THAT THE OFFICERS AND MEMBERS OF THE BOARD MUST DISCLOES THE POSSIBILITY OF CONFLICT THAT MAY ARISE-ANY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THAT THEY HAVE A CLOSE RELATIVE WORKS FOR OR OWNS-AT THE TIME OF DISCUSSION AND IF VOTE IS REQUIRED THEY ARE ASKED TO ABSTAIN FROM THE VOTE AND EVEN TEMPORAILY LEAVE THE MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY FUNDRAISERS ARE HELD SPECIALLY FOR SCHOLARSHIP FUND-ALL SOLICITAIONS STATE ITS PURPOSE AND CONTRIBUTORS RECEIVE A LETTER STATING SO-SOME SCHOLARSHIPS ARE AWARDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PER BEQUEST-2X 1000 AND ALL OTHERS PER STANDING RULES 500 UP TO 12 SCHOLARSHIPS WERE PRESENTED THIS YEAR 6000 TOTAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7IN 2021 DUE TO COVID NO HELATH FAIRS WERE HELD ON HOSPITAL CAMPUS HOWEVER FREE COVID TESTING AND VACCINATIONS INCLUDING COUNCELING AND INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PP0 PAGE 3 PART VI SECTION A LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 PAGE 6 PART VI SECTION A LINE 7A 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 PAGE 6 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 PAGE 6 PART VI SECTION B LINES 12B 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FUNDING OF PROJECTS THAT THE ORGANIZATION IS WORKING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990 PART IV AND SCHEDULE D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990 PART IV AND SCHDULE D - CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7990 PAGE 2 PROGRAM SERVICES ACCOMPLICHMENTS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0114963
IRS990/TotalAssetsEOYAmt0118297
IRS990/TotalAssetsGrp/BOYAmt0114963
IRS990/TotalAssetsGrp/EOYAmt0118297
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020598
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01686
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013040
IRS990/TotalFunctionalExpensesGrp/TotalAmt018004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02016

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