Civic Intelligence

St. Croix Valley Foundation

990 • Fiscal year 2017 • EIN 41-1817315

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 11, 2018

Organization ProfileWWW.SCVFOUNDATION.ORG

View Organization Page

516 Second Street No 214Hudson, WI 54016

(715) 386-9490

Siviq Scores

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

Liabilities / Assets

64th percentile

0.44x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

2.03x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

9th percentile

$126,556

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

138%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$58,913,615

Up $11,276,798 (+24%) from 2016

Net Assets

Up

$32,755,245

Up $10,083,018 (+44%) from 2016

Liabilities

Up

$26,158,370

Up $1,193,780 (+4.8%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin95th percentile

Revenue

Up

$12,886,766

Up $7,472,052 (+138%) from 2016

Expenses

Up

$4,292,072

Up $1,162,622 (+37%) from 2016

Net Income

Up

$8,594,694

Up $6,309,430 (+276%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$150M$100M$50M$0Assets 2010: $16,868,669Liabilities 2010: $5,153,735Net Assets 2010: $11,714,9342010Assets 2011: $21,845,694Liabilities 2011: $7,587,726Net Assets 2011: $14,257,9682011Assets 2012: $28,405,554Liabilities 2012: $12,486,063Net Assets 2012: $15,919,4912012Assets 2013: $31,623,123Liabilities 2013: $14,656,138Net Assets 2013: $16,966,9852013Assets 2014: $39,842,838Liabilities 2014: $19,396,879Net Assets 2014: $20,445,9592014Assets 2015: $46,354,440Liabilities 2015: $24,875,701Net Assets 2015: $21,478,7392015Assets 2016: $47,636,817Liabilities 2016: $24,964,590Net Assets 2016: $22,672,2272016Assets 2017: $58,913,615Liabilities 2017: $26,158,370Net Assets 2017: $32,755,2452017Assets 2018: $64,812,735Liabilities 2018: $28,728,990Net Assets 2018: $36,083,7452018Assets 2019: $69,452,817Liabilities 2019: $28,750,071Net Assets 2019: $40,702,7462019Assets 2020: $70,035,301Liabilities 2020: $27,813,897Net Assets 2020: $42,221,4042020Assets 2021: $92,244,712Liabilities 2021: $35,234,755Net Assets 2021: $57,009,9572021Assets 2022: $77,504,280Liabilities 2022: $27,972,899Net Assets 2022: $49,531,3812022Assets 2023: $87,460,404Liabilities 2023: $30,490,101Net Assets 2023: $56,970,3032023Assets 2024: $99,265,159Liabilities 2024: $33,830,855Net Assets 2024: $65,434,3042024Assets 2025: $124,997,804Liabilities 2025: $36,630,574Net Assets 2025: $88,367,2302025

Highlighted filing

2017

Assets$58,913,615
Liabilities$26,158,370
Net Assets$32,755,245
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$60M$40M$20M$0Expenses 2010: $1,543,9232010Expenses 2011: $1,800,3742011Expenses 2012: $1,650,7212012Expenses 2013: $2,343,6802013Revenue 2014: $3,585,547Expenses 2014: $2,063,564Net Income 2014: $1,521,9832014Revenue 2015: $6,764,799Expenses 2015: $2,447,637Net Income 2015: $4,317,1622015Revenue 2016: $5,414,714Expenses 2016: $3,129,450Net Income 2016: $2,285,2642016Revenue 2017: $12,886,766Expenses 2017: $4,292,072Net Income 2017: $8,594,6942017Revenue 2018: $5,218,366Expenses 2018: $3,013,587Net Income 2018: $2,204,7792018Revenue 2019: $7,981,394Expenses 2019: $3,445,037Net Income 2019: $4,536,3572019Revenue 2020: $6,843,617Expenses 2020: $4,963,956Net Income 2020: $1,879,6612020Revenue 2021: $8,255,046Expenses 2021: $4,117,026Net Income 2021: $4,138,0202021Revenue 2022: $14,379,195Expenses 2022: $5,954,600Net Income 2022: $8,424,5952022Revenue 2023: $7,362,735Expenses 2023: $4,748,473Net Income 2023: $2,614,2622023Revenue 2024: $7,340,302Expenses 2024: $5,480,366Net Income 2024: $1,859,9362024Revenue 2025: $57,755,140Expenses 2025: $39,850,973Net Income 2025: $17,904,1672025

Highlighted filing

2017

Revenue$12,886,766
Expenses$4,292,072
Net Income$8,594,694
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$24,510,054
Mission and Program Overview

Mission

The mission of the st. Croix valley foundation is to enhance the quality of life in the st. Croix valley.

The mission of the st. Croix valley community foundation is to enhance the quality of life in the st. Croix valley by: encouraging charitable giving in the valley - building permanent funds that will provide resources for the needs of today and tomorrow. Connecting people and programs - bringing together peoples charitable interests and the funding needs to programs and organizations. Encouraging collaboration - forming partnerships and providing servant leadership through programs that enhance the quality of life in our region's distinct communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,967,719$58,309,427▲ $11,341,708
Savings and Temporary Cash Investments$605,254$499,344▼ $105,910
Cash and Non-Interest-Bearing Accounts$44,688$96,934▲ $52,246
Land, Buildings, and Equipment, Net$10,870$4,129▼ $6,741
Prepaid Expenses and Deferred Charges$8,286$3,781▼ $4,505
Total Assets$47,636,817$58,913,615▲ $11,276,798
Liabilities
Escrow Account Liability$24,847,262$26,024,775▲ $1,177,513
Accounts Payable and Accrued Expenses$70,877$90,186▲ $19,309
Grants Payable$25,000$37,500▲ $12,500
Deferred Revenue$21,451$5,909▼ $15,542
Total Liabilities$24,964,590$26,158,370▲ $1,193,780
Net Assets / Fund Balance
Permanently Rstr Net Assets$15,960,960$25,061,372▲ $9,100,412
Temporarily Rstr Net Assets$6,191,629$7,094,769▲ $903,140
Unrestricted Net Assets$519,638$599,104▲ $79,466
Total Net Assets Fund Balance$22,672,227$32,755,245▲ $10,083,018
Total Liabilities and Net Assets / Fund Balance$47,636,817$58,913,615▲ $11,276,798

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,129$63,872$68,001

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$18,461,913$9,100,412▲ $2,406,813-$28,891,656
2015$18,056,856$1,542,236▲ $80,442-$18,461,913
2014$17,423,498$854,770▲ $730,473-$18,056,856
2013$14,658,284$1,061,644▲ $2,524,009-$17,423,498
2012$13,243,645$452,047▲ $1,695,745-$14,658,284
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane Hetland StevensonExecutive DirectorFT$117,031$9,525$126,556

Board Members and Trustees

NameTitle
Steve SchroederChair
Sue GerlachVice Chair
Andy KassBoard Member
Andy KubiakBoard Member
Doug GeisslerBoard Member
Dwight CumminsBoard Member
Gary KelseyBoard Member
Heather McabeeBoard Member
Jeanne WalzBoard Member
Judy FreundBoard Member
Katrina LarsenBoard Member
Linda SkoglundBoard Member
Marty Harding Through 916Board Member
Matt ThuesonBoard Member
Mike PepinBoard Member
Rod RommelBoard Member
Suzann Brown Through 517Board Member
Todd GillinghamBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
MgiFundraising Consultant2925 DEAN PARKWAY SUITE 300, Minneapolis, MN 55415$126,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,609,788
Program Service Revenue
$248,718
Investment Income
$1,007,166
Other Revenue
$21,094
All Other Contributions
$11,609,788
Change in Net Assets
$8,594,694

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded29$630,054Quoted Stock Price
Securities Closely Held Stock1$14,899Quoted Stock Price
Total Noncash Contributions30$644,953-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,886,766
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,488,324
Total Revenue per Audited Statements
$14,375,090
Total Revenue per Form 990
$12,886,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,795,700
Other Expenses$977,135
Salaries, Compensation, and Employee Benefits$392,702
Total Fundraising Expense$202,964
Professional Fundraising Fees$126,535

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,795,700--$2,795,700
Other Salaries and Wages$152,702$42,137$11,348$206,187
Fees for Service Investment Mgmnt Fees$66,975$83,025-$150,000
Current Officers, Directors, Trustees, and Key Employees$36,664$47,490$43,969$128,123
Fees for Services Professional Fundraising--$126,535$126,535
Occupancy$40,379$14,185$7,112$61,676
Fees for Services Other$1,810$27,162-$28,972
Payroll Taxes$15,809$7,303$4,420$27,532
Conferences and Meetings$24,187$909$214$25,310
Pension Plan Contributions$12,992$3,477$1,049$17,518
Office Expenses$9,431$4,117$1,478$15,026
Other Employee Benefits$11,139$992$1,211$13,342
Fees for Services Accounting-$11,381-$11,381
Depreciation Depletion$6,297$2,230$1,118$9,645
Fees for Services Legal$5,863--$5,863
Travel$5,250$145$156$5,551
Insurance$2,828$1,001$502$4,331
Advertising$1,579$1,801$316$3,696
Other Expenses$6,248$215$3,536$215
Total Functional Expenses$3,834,486$254,622$202,964$4,292,072

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,292,072
Total Expenses per Audited Statements$4,292,072
Total Expenses per Form 990$4,292,072
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarship AmericaSt Peter, MN501(3)Payment of Scholarship Awards$1,500,000
St Croix River AssociationSt Croix Falls, WI501(3)General Operating Support$82,000
Cor Retreat IncHudson, WI501(3)General Operating - Food Recovery$80,000
NATIONAL PARKINSON'S ASSOCIATION MINNESOTAGolden Valley, MN501(3)Respite Care Grant Program.$50,000
Stillwater Public LibraryStillwater, MN501(3)Renovate the Teen Library to Make It More Attractive and More Flexible for Serving Our Young Adults. Would Help to Accommodate More Young Adult Porgramming and Group Discussions.$31,880
First Baptist ChurchHudson, WI501(3)Repair of East Wall of Church$30,000
Iowa State University FoundationAmes, IA501(3)FUNDING FOR GRISWOLD UNDERGRADUATE RESEARCH INTERNS PROGRAM FUND #2704565$30,000
Star Education Foundation IncSt Croix Falls, WI501(3)Transfer Remaining Assets of Star Education Foundation Fiscal Sponsorship Fund to Organization$29,061
Healtheast FoundationSt Paul, MN501(3)TO SUPPORT THE THERAPEUTIC RECREATION OUTREACH PROGRAM AT HEALTHEAST FOUNDATION, WHICH PROVIDES A VARIETY OF PROGRAMS AND ACTIVITIES DESIGNED TO BETTER SERVE THE PARKINSON'S COMMUNITY.$25,000
FamilymeansStillwater, MN501(3)General Operating - in Memory of Jack and Joyce Hooley$16,400
Fellowship of Christian AthletesWoodbury, MN501(3)General Operating$15,099
Young Life St Croix ValleyStillwater, MN501(3)General Operating$15,099
Trinity Lutheran ChurchStillwater, MN501(3)General Operating$15,000
Canvas HealthOak Park Heights, MN501(3)Psychological Assessments for Women, Teens & Children$11,400
United Way of Washington County - EastStillwater, MN501(3)General Operating$10,000
ST ANDREW'S LUTHERAN CHURCHMahtomedi, MN501(3)General Operating or Where Most Needed$9,000
River Valley RidersWoodbury, MN501(3)Tack Room$8,024
Grace Place - Salvation ArmyNew Richmond, WI501(3)Thrivent Choice Dollars Accumulated for Distribution to Grace Place.$7,571
Social Good Fund IncPepin, WI501(3)Support for Expenses of Regional Flyway Film Festival$7,500
Bayfield County Land & Water Conservation DepartmentWashburn, WI501(3)Support for Operation of the Stream Flow and Temperature Monitoring Gage (usgs Site Id 05331833) on the Namekagon River at Leonards, Wi$6,500
Commemorative Air ForceDallas, TX501(3)Aircraft Account N350fu$6,147
Mount Holyoke CollegeSouth Hadley, MA501(3)CLASS OF '48$6,000
United Way St Croix ValleyHudson, WI501(3)General Operating$6,000
University of Illinois Roger Adams FundChampaign, IL501(3)General Operating$6,000
Hope Lutheran ChurchRiver Falls, WI501(3)Donor Designated$5,622
Artreach St CroixStillwater, MN501(3)2017 Square Lake Film & Music Festival$5,000
Buffalo Pepin Literacy AllianceDurand, WI501(3)General Operating Expense for Literacy Instruction$5,000
Can Do CaninesNew Hope, MN501(3)To Provide Assistance Dogs to People With Disabilities$5,000
Cystic Fibrosis Foundation Nebraska ChapterOmaha, NE501(3)Annual Fund$5,000
Ezekiel Lutheran ChurchRiver Falls, WI501(3)General Operating$5,000
Fighting Chance IncMinneapolis, MN501(3)General Operating$5,000
Helping Paws IncHopkins, MN501(3)To Provide Service Dogs to Those With Physical Disabilities$5,000
Mayo ClinicRochester, MN501(3)Lymphoma Research - in Honor of Dr. Thomas Habermann$5,000
Minnesota Solar Energy Industries ProjectMinneapolis, MN501(3)Provide Funding to Help Mn Solar Industry Combat Permitting/interconnection Fees for Clients Throughout Investor Owned Utilities, Municipalities, and Cooperatives.$5,000
ST MARY'S CATHOLIC CHURCHStillwater, MN501(3)Parish Operating Expenses$5,000
Shadow Wood Charitable Foundation IncBonita Springs, FL501(3)Scholarships$5,000
Spring Run Charitable FoundationBonita Springs, FL501(3)General Operating$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$126,535
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
Audit committee
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
Yes
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 return is presented to the board of directors and our treasurer. The board of directors reviews and approves the form 990 before filing.”

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

“The policy is reveiwed and discussed annually before the board members sign the conflict of interest form and disclose any conflicts they may have. Conflicts, if any, are monitored by management throughout the year.”

Form 990, Part VI, Section B, Line 15

“The foundation board periodically reviews the job description of the president and evaluates his/her performance on a regular basis. Compensation of the president is set and approved by the full board, the executive or the audit committee. No board or committee members will take part in setting the compensation of the president if they have any conflict of interest. The president will not be present during the discussion of compensation. The responsible committee will report fully to the entire board. The excess benefit transaction rules (i.e. Basing the decision on comparable data readily available to the board committee and recording the process and decisions in the minutes), create a presumption of reasonableness for compensation. The responsible committee may use compensation surveys by independent consultants, compensation packages offered at similarly sized foundations, and written offers from similar institutions competing for the services of the president. The responsible committee will document the basis for its determinations of the compensation package, with the implementation of the determination (within 60 days of the decision, or the next meeting of the full board of directors, whichever is later). The documentation will include: - the terms of the transaction and the date it was approved. - the members of the committee who discussed the compensation and the names of the members who approved it. - the comparability data used, and how it was obtained. - the action taken to consider those who had a conflict of interest with respect to the decision on the compensation package.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St Croix Valley Foundation
EIN
41-1817315
Phone
7153869490
Address
516 SECOND STREET NO 214, HUDSON, WI 54016

Signing Officer

Name
Jane Hetland Stevenson
Title
President
Phone
7153869490
Signed
2018-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Hetland Stevenson
Formed
1995
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
16
Employees
6
Volunteers
150

Preparer

Firm
Akins Henke and Company
Address
600 INWOOD AVENUE NORTH SUITE 160, OAKDALE, MN 55128
Preparer
Georgia Akins
Phone
6516363806
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The foundation has established a liability for funds from donors which the foundation is an agent. The foundation has agreements with all organizations in which it is acting as an agent.”

PART V, LINE 4:

“The foundation's endowments consist of funds established to provide program support such as arts, music, and science as well as general operations.”

PART X, LINE 2:

“The foundation is exempt from federal and state income taxes under sec 501(c)(3) of the internal revenue code. U.s. Gaap requires management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed the tax positions taken by the foundation and has concluded that as of june 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements.”

Raw XML AppendixShowing 400 of 987 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.

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IRS990/ActivityOrMissionDesc0THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES.
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IRS990/Desc0SPECIAL COMMUNITY PROJECTS: IN KEEPING WITH THE FOUNDATION'S MISSION, FOUNDATION STAFF MEMBERS PARTNER WITH OTHER ORGANIZATIONS, ESPECIALLY OUR AFFILIATE FOUNDATIONS, TO DIRECTLY ADDRESS CHANGING COMMUNITY CONCERNS. THIS INCLUDES: 1) FOSTERING COMMUNITY DIALOGUE AROUND LOCAL ISSUES -THROUGH REGIONAL FORUMS AND "CONVERSATIONS OF THE VALLEY", A MONTHLY PUBLIC AFFAIRS LUNCHEON; 2) PROMOTING NON PROFIT PERFORMANCE THROUGH WORKSHOPS AND GRANTS 3) WORKING WITH OUR AFFILIATES TO STRENGTHEN THEIR MANAGEMENT, GOVERNANCE, AND FUNDRAISING CAPACITY; AND 4) BUILDING DEMENTIA FREINDLTY COMMUNITIES THROUGH THE REMEMBER PROJECT INITIATIVE.
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01810
IRS990/FeesForServicesOtherGrp/TotalAmt028972
IRS990/FeesForServicesProfFundraising/FundraisingAmt0126535
IRS990/FeesForServicesProfFundraising/TotalAmt0126535
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt083025
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt066975
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0150000
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt189525
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY KUBIAK
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG GEISSLER
IRS990/Form990PartVIISectionAGrp/PersonNm3DWIGHT CUMMINS
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY KELSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5HEATHER MCABEE
IRS990/Form990PartVIISectionAGrp/PersonNm6JEANNE WALZ
IRS990/Form990PartVIISectionAGrp/PersonNm7JUDY FREUND
IRS990/Form990PartVIISectionAGrp/PersonNm8KATRINA LARSEN
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA SKOGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm10MARTY HARDING THROUGH 916
IRS990/Form990PartVIISectionAGrp/PersonNm11MATT THUESON
IRS990/Form990PartVIISectionAGrp/PersonNm12MIKE PEPIN
IRS990/Form990PartVIISectionAGrp/PersonNm13ROD ROMMEL
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVE SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm15SUE GERLACH
IRS990/Form990PartVIISectionAGrp/PersonNm16SUZANN BROWN THROUGH 517
IRS990/Form990PartVIISectionAGrp/PersonNm17TODD GILLINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm18JANE HETLAND STEVENSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18117031
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
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
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0468712
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsPayableGrp/BOYAmt025000
IRS990/GrantsPayableGrp/EOYAmt037500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02795700
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02795700
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012092000
IRS990/GrossReceiptsAmt024510054
IRS990/GrossRentsGrp/RealAmt021094
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0502
IRS990/InsuranceGrp/ManagementAndGeneralAmt01001
IRS990/InsuranceGrp/ProgramServicesAmt02828
IRS990/InsuranceGrp/TotalAmt04331
IRS990/InvestmentIncomeGrp/ExclusionAmt0538454
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0538454
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046967719
IRS990/InvestmentsPubTradedSecGrp/EOYAmt058309427
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt063872
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010870
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04129
IRS990/LandBldgEquipCostOrOtherBssAmt068001
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011623288
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022672227
IRS990/NetAssetsOrFundBalancesEOYAmt032755245
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0468712
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0468712
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021094
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021094
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01488324
IRS990/NoncashContributionsAmt0644953
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/FundraisingAmt07112
IRS990/OccupancyGrp/ManagementAndGeneralAmt014185
IRS990/OccupancyGrp/ProgramServicesAmt040379
IRS990/OccupancyGrp/TotalAmt061676
IRS990/OfficeExpensesGrp/FundraisingAmt01478
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04117
IRS990/OfficeExpensesGrp/ProgramServicesAmt09431
IRS990/OfficeExpensesGrp/TotalAmt015026
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01211
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0992
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011139
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013342
IRS990/OtherExpensesGrp/Desc0FUND PROJECT EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2CONVERSATIONS OF THE VA
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt03536
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07052
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1215
IRS990/OtherExpensesGrp/ProgramServicesAmt0618717
IRS990/OtherExpensesGrp/ProgramServicesAmt119916
IRS990/OtherExpensesGrp/ProgramServicesAmt26248
IRS990/OtherExpensesGrp/TotalAmt0618717
IRS990/OtherExpensesGrp/TotalAmt130504
IRS990/OtherExpensesGrp/TotalAmt26248
IRS990/OtherExpensesGrp/TotalAmt3215
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011348
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042137
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0152702
IRS990/OtherSalariesAndWagesGrp/TotalAmt0206187
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04420
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07303
IRS990/PayrollTaxesGrp/ProgramServicesAmt015809
IRS990/PayrollTaxesGrp/TotalAmt027532
IRS990/PensionPlanContributionsGrp/FundraisingAmt01049
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03477
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012992
IRS990/PensionPlanContributionsGrp/TotalAmt017518
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt015960960
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025061372
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08286
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03781
IRS990/PrincipalOfficerNm0JANE HETLAND STEVENSON
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE CHARGES
IRS990/ProgramServiceRevenueGrp/Desc1CONVERSATIONS OF THE VALLEY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0239649
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0239649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19069
IRS990/ProgSrvcAccomActy2Grp/Desc0FUND MANAGEMENT: THESE ACTIVITIES INCLUDE WORKING WITH DONORS, AGENCIES AND AFFILIATED FUNDS WHO ALREADY HAVE ESTABLISHED FUNDS WITH THE FOUNDATION AND INCLUDE TECHNICAL ASSISTANCE AND TRAINING AND EDUCATION AS WELL AS ACCOUNTING ACTIVITIES. THERE WERE APPROXIMATELY 120 FUNDS MANAGED IN FISCAL YEAR 2017.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0171766
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0239649
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APPROXIMATLEY 670 GRANTS WERE GIVEN IN FISCAL YEAR 2017.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02831360
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02795700
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PHILANTHROPIC SERVICES: THESE ACTIVITIES INCLUDE WORKING WITH DONOR PROSPECTS, WITH PROFESSIONAL FINANCIAL ADVISORS AND AGENCIES WHO WANT TO ESTABLISH A FUND WITH THE FOUNDATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt048517
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03971910
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01950264
IRS990/PYInvestmentIncomeAmt01177649
IRS990/PYOtherExpensesAmt0787026
IRS990/PYOtherRevenueAmt020512
IRS990/PYProgramServiceRevenueAmt0244643
IRS990/PYRevenuesLessExpensesAmt02285264
IRS990/PYSalariesCompEmpBnftPaidAmt0392160
IRS990/PYTotalExpensesAmt03129450
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05414714
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08594694
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt021094
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,913,615
Liabilities
$26,158,370
Net assets
$32,755,245
Revenue
$12,886,766
Expenses
$4,292,072
Net income
$8,594,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$125$36.6$88.4$57.8$39.9$17.9
2024Detailed filing. Detailed filing data is available for this year.$99.3$33.8$65.4$7.34$5.48$1.86
2023Detailed filing. Detailed filing data is available for this year.$87.5$30.5$57.0$7.36$4.75$2.61
2022Detailed filing. Detailed filing data is available for this year.$77.5$28.0$49.5$14.4$5.95$8.42
2021Detailed filing. Detailed filing data is available for this year.$92.2$35.2$57.0$8.26$4.12$4.14
2020Detailed filing. Detailed filing data is available for this year.$70.0$27.8$42.2$6.84$4.96$1.88
2019Detailed filing. Detailed filing data is available for this year.$69.5$28.8$40.7$7.98$3.45$4.54
2018Detailed filing. Detailed filing data is available for this year.$64.8$28.7$36.1$5.22$3.01$2.20
2017Detailed filing. Detailed filing data is available for this year.$58.9$26.2$32.8$12.9$4.29$8.59
2016Detailed filing. Detailed filing data is available for this year.$47.6$25.0$22.7$5.41$3.13$2.29
2015Detailed filing. Detailed filing data is available for this year.$46.4$24.9$21.5$6.76$2.45$4.32
2014Detailed filing. Detailed filing data is available for this year.$39.8$19.4$20.4$3.59$2.06$1.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$14.7$17.0$2.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$12.5$15.9$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$7.59$14.3$1.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$5.15$11.7$1.54