Civic Intelligence

St. Croix Valley Foundation

990 • Fiscal year 2018 • EIN 41-1817315

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 08, 2019

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

65th percentile

0.44x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

5.51x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$131,394

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

76th percentile

10%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-60%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$64,812,735

Up $5,899,120 (+10%) from 2017

Net Assets

Up

$36,083,745

Up $3,328,500 (+10%) from 2017

Liabilities

Up

$28,728,990

Up $2,570,620 (+9.8%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin88th percentile

Revenue

Down

$5,218,366

Down $7,668,400 (-60%) from 2017

Expenses

Down

$3,013,587

Down $1,278,485 (-30%) from 2017

Net Income

Down

$2,204,779

Down $6,389,915 (-74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$64,812,735
Liabilities$28,728,990
Net Assets$36,083,745
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$5,218,366
Expenses$3,013,587
Net Income$2,204,779
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 8, 2019
Return Version
2017v2.3
Gross Receipts
$15,083,041
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$58,309,427$64,017,008▲ $5,707,581
Savings and Temporary Cash Investments$499,344$502,848▲ $3,504
Pledges and Grants Receivable-$193,159-
Cash and Non-Interest-Bearing Accounts$96,934$63,913▼ $33,021
Prepaid Expenses and Deferred Charges$3,781$20,782▲ $17,001
Land, Buildings, and Equipment, Net$4,129$15,025▲ $10,896
Total Assets$58,913,615$64,812,735▲ $5,899,120
Liabilities
Escrow Account Liability$26,024,775$28,666,275▲ $2,641,500
Accounts Payable and Accrued Expenses$90,186$50,623▼ $39,563
Grants Payable$37,500$0▼ $37,500
Other Liabilities$0$12,092▲ $12,092
Deferred Revenue$5,909$0▼ $5,909
Total Liabilities$26,158,370$28,728,990▲ $2,570,620
Net Assets / Fund Balance
Permanently Rstr Net Assets$25,061,372$27,115,958▲ $2,054,586
Temporarily Rstr Net Assets$7,094,769$8,537,216▲ $1,442,447
Unrestricted Net Assets$599,104$430,571▼ $168,533
Total Net Assets Fund Balance$32,755,245$36,083,745▲ $3,328,500
Total Liabilities and Net Assets / Fund Balance$58,913,615$64,812,735▲ $5,899,120

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,025$64,926$79,951

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$28,854,156$2,054,586▲ $2,378,988-$32,248,779
2016$18,461,913$9,100,412▲ $2,406,813-$28,854,156
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
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane Hetland Stevenson 7117To 5/15/18)executive DirectorFT$122,053$9,341$131,394

Board Members and Trustees

NameTitle
Steve SchroederChair
Sue GerlachVice Chair
Jeanne Walz 7117 to5/8/18) Board Member
Suzann Brown 7117 to7/31/17) Board Member
Andy KassBoard Member
Andy KubiakBoard Member
Buck MalickBoard Member
Charlie WikeliusBoard Member
Dennis DuerstBoard Member
Doug GeisslerBoard Member
Dwight CumminsBoard Member
Gary KelseyBoard Member
Heather McabeeBoard Member
Jim EllisBoard Member
Judy FreundBoard Member
Katrina LarsenBoard Member
Linda SkoglundBoard Member
Marsha ShotleyBoard Member
Matt ThuesonBoard Member
Mike PepinBoard Member
Rod Rommel 7117 to 73117Board Member
Todd GillinghamBoard Member
Heather LogelinExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Mgi INCFundraising Consultant2925 DEAN PARKWAY SUITE 300, Minneapolis, MN 55415$144,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,579,919
Program Service Revenue
$273,564
Investment Income
$1,346,617
Other Revenue
$18,266
All Other Contributions
$3,579,919
Change in Net Assets
$2,204,779

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 Traded60$646,529Avg High/low Price
Total Noncash Contributions60$646,529-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,218,366
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,123,721
Total Revenue per Audited Statements
$6,342,087
Total Revenue per Form 990
$5,218,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,575,329
Other Expenses$810,405
Salaries, Compensation, and Employee Benefits$449,503
Total Fundraising Expense$270,471
Professional Fundraising Fees$178,350

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,575,329--$1,575,329
Other Salaries and Wages$153,292$91,481$19,425$264,198
Fees for Services Professional Fundraising--$178,350$178,350
Fees for Service Investment Mgmnt Fees$75,330$92,834-$168,164
Current Officers, Directors, Trustees, and Key Employees$35,675$34,471$55,007$125,153
Occupancy$34,721$25,370$3,402$63,493
Payroll Taxes$15,111$9,987$5,625$30,723
Office Expenses$10,894$9,044$1,036$20,974
Other Employee Benefits$13,315$1,859$1,692$16,866
Conferences and Meetings$12,096$2,623$148$14,867
Pension Plan Contributions$7,346$4,281$936$12,563
Fees for Services Accounting-$11,835-$11,835
Advertising$7,863$2,311$1,573$11,747
Fees for Services Other$3,594$4,144-$7,738
Insurance$2,981$2,147$292$5,420
Travel$3,935$116$980$5,031
Fees for Services Legal-$3,129-$3,129
Depreciation Depletion$1,405$1,011$138$2,554
Other Expenses$9,036$1,475$1,867$1,475
Total Functional Expenses$2,431,281$311,835$270,471$3,013,587

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,013,587
Total Expenses per Audited Statements$3,013,587
Total Expenses per Form 990$3,013,587
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Croix River AssociationSt Croix Falls, WI501(c)(3)General Operating Support for Year 2018$37,500
St Croix River AssociationSt Croix Falls, WI501(c)(3)General Operating Support for Calendar Year 2017$37,500
The RetreatWayzata, MN501(c)(3)Capital Campaign$30,000
Cor Retreat IncHudson, WI501(c)(3)General Operating - Food Recovery$25,000
Fairview FoundationSt Paul, MN501(c)(3)To Help Fund Therapeutic and Recreational Outreach Program$25,000
PARKINSON'S FOUNDATION MINNESOTAGolden Valley, MN501(c)(3)TO HELP FUND PARKINSON'S FOUNDATION - MN RESPITE CARE GRANT PROGRAM$25,000
PARKINSON'S FOUNDATION MINNESOTAGolden Valley, MN501(c)(3)TO HELP FUND A 4-PART SERIES OF EDUCATIONAL SYMPOSIUMS THROUGHOUT 2018 DEVELOPED TO EDUCATE PARKINSON'S DISEASE PATIENT CAREGIVERS IN MN AND WESTERN WI$25,000
First Presbyterian ChurchHudson, WI501(c)(3)Capital Campaign$23,971
CruOrlando, FL501(c)(3)FOR NEAL NEWHOF/THE CHILDREN'S STUDIO IN AZERBAIJAN$19,500
Blues on the Chippewa IncDurand, WI501(c)(3)Funding for Blues Festival and Related Charitable Purposes$15,000
Trinity Lutheran ChurchStillwater, MN501(c)(3)General Operating$15,000
Canvas HealthOak Park Heights, MN501(c)(3)Child Psychiatry Programs$13,350
FamilymeansStillwater, MN501(c)(3)Programs to Help Women and Children Who Experience Abuse$13,350
Friends of CrexGrantsburg, WI501(c)(3)Mess Hall Fund$12,000
United Way of Washington County - EastStillwater, MN501(c)(3)General Operating$12,000
Christ Lutheran ChurchMarine, MN501(c)(3)Capital Campaign$10,000
City of AmeryAmery, WI501(c)(3)Community Water Recreation Study$10,000
Five Loaves Food & Clothing Center IncNew Richmond, WI501(c)(3)For the Purchase of Food$10,000
Stillwater Public LibraryStillwater, MN501(c)(3)Donor Designated$9,705
First Lutheran ChurchNew Richmond, WI501(c)(3)New Building Fund$9,175
St Croix River AssociationSt Croix Falls, WI501(c)(3)FUNDING FOR LITTER BAGS $4,100; 50TH ANNIVERSARY PENS $500;CAMP NAMEKAGON RV SPOT $800; RESOURCE MANAGEMENT PLANNING SESSION $3,700$9,100
ST ANDREW'S LUTHERAN CHURCHMahtomedi, MN501(c)(3)General Operating or Special Projects$9,000
St Croix Valley Area Learning CenterStillwater, MN501(c)(3)Funding for Mental Health Services, Student Support Groups, Connections of Students to Chemical Health Services$8,375
United Way St Croix ValleyHudson, WI501(c)(3)Mental Health First Aid$7,900
ST ANDREW'S LUTHERAN CHURCHMahtomedi, MN501(c)(3)General Operating or a Specific Project$7,500
United Way St Croix ValleyHudson, WI501(c)(3)Givebig St. Croix Valley$7,000
Bayfield County Land & Water Conservation DepartmentWashburn, WI501(c)(3)Support for Operation of Stream Flow and Temperature Monitoring Gage on the Namekagon River at Leonards, Wi$6,500
Mount Holyoke CollegeSouth Hadley, MA501(c)(3)General Operating$6,000
United Way St Croix ValleyHudson, WI501(c)(3)General Operating$6,000
University of Illinois Roger Adams FundChapaign, IL501(c)(3)General Operating$6,000
Hope Lutheran ChurchRiver Falls, WI501(c)(3)Donor Designated$5,794
Artreach St CroixStillwater, MN501(c)(3)Stcroixsplash.org$5,000
Can Do CaninesNew Hope, MN501(c)(3)To Provide Service Dogs to People With Disabilities$5,000
Cystic Fibrosis Foundation Nebraska ChapterOmaha, NE501(c)(3)General Fund$5,000
Five Loaves Food & Clothing Center IncNew Richmond, WI501(c)(3)Support Hunger Initiative$5,000
Grace Place - Salvation ArmyNew Richmond, WI501(c)(3)Where Needed Most$5,000
HUDSON DOG OWNER'S ASSOCIATIONHudson, WI501(c)(3)Spark Grant Winner - Create Community Dog Park$5,000
Music Saint CroixStillwater, MN501(c)(3)Carnival of the Animals$5,000
ST MARY'S CATHOLIC CHURCHStillwater, MN501(c)(3)Parish Operating Expenses$5,000
Siren School DistrictSiren, WI501(c)(3)Siren Full Band Project$5,000
Spring Run Charitable FoundationBonita Springs, FL501(c)(3)General Operating$5,000
The Salvation ArmyRoseville, MN501(c)(3)General Operating$5,000
United Way St Croix ValleyHudson, WI501(c)(3)To Be Used as Matching Funds for New and Increased Gifts to the John Coughlin Food Resource Center$5,000
YOUNG LIFE STUDENT LEADERSHIP PROGRAM #1537Nokomis, FL501(c)(3)General Operating and Scholarship Support$5,000
United Way St Croix Valley IncHudson, WI501(c)(3)Farmers Fighting Hunger - Nourishing Our Communities$4,855
Ezekiel Lutheran ChurchRiver Falls, WI501(c)(3)General Operating$4,064
First Lutheran ChurchNew Richmond, WI501(c)(3)$1,000 TO THE MARY & JOSEPH FUND, AND $3,000 TO FIRST LUTHERAN GENERAL GIVING$4,000
First Presbyterian ChurchHudson, WI501(c)(3)General Operations$3,850
First Presbyterian ChurchHudson, WI501(c)(3)General Operations$3,775
Ezekiel Lutheran ChurchRiver Falls, WI501(c)(3)General Fund$3,500
United Way St Croix ValleyHudson, WI501(c)(3)Donor Designated$3,320
Hudson Hospital FoundationHudson, WI501(c)(3)General Operating$3,000
Northwest Passage LimitedWebster, WI501(c)(3)Schaefer Cabin Artist in Residence Program$3,000
St Croix River AssociationSt Croix Falls, WI501(c)(3)DONEE'S DISCRETION$2,570
Northwest Passage LimitedWebster, WI501(c)(3)SPREADING ROOTS: CONNECTING TO NUTRITION AND HEALTH THROUGH THE NATURAL WORLD OF ORGANIC GARDENING$2,500
United Way of Washington County - EastStillwater, MN501(c)(3)General Fund$2,500
Ezekiel Lutheran ChurchRiver Falls, WI501(c)(3)General Fund/always Loved$2,000
Friends of CrexGrantsburg, WI501(c)(3)Mess Hall Fund$2,000
The Phipps Center for the ArtsHudson, WI501(c)(3)Sharing Our Future$2,000
Grace Place - Salvation ArmyNew Richmond, WI501(c)(3)General Operating$1,500
The Phipps Center for the ArtsHudson, WI501(c)(3)General Operating$1,500
United Way St Croix ValleyHudson, WI501(c)(3)Donor Designated$1,493
Can Do CaninesNew Hope, MN501(c)(3)Assistance Dogs for Hearing Loss$1,000
Grace Place - Salvation ArmyNew Richmond, WI501(c)(3)General Operations$1,000
Hudson Hospital FoundationHudson, WI501(c)(3)Unrestricted$1,000
The Phipps Center for the ArtsHudson, WI501(c)(3)General Operating$1,000
The Salvation ArmyRoseville, MN501(c)(3)General Fund$1,000
The Salvation ArmyRoseville, MN501(c)(3)Use at Agency Discretion$1,000
Five Loaves Food & Clothing Center IncNew Richmond, WI501(c)(3)For Purchasing Food for the Holidays$750
Grace Place - Salvation ArmyNew Richmond, WI501(c)(3)General Operating$664
Five Loaves Food & Clothing Center IncNew Richmond, WI501(c)(3)Proceeds From Sale of Stock for Benefit of Five Loaves$645
The Phipps Center for the ArtsHudson, WI501(c)(3)2017 Annual Fund Drive$550
Five Loaves Food & Clothing Center IncNew Richmond, WI501(c)(3)Feed the Hungry$525
Five Loaves Food & Clothing Center IncNew Richmond, WI501(c)(3)Happy Kids Backpack Program - Vouchers for Fresh Produce$500
Grace Place - Salvation ArmyNew Richmond, WI501(c)(3)Support Homeless Individuals and Families at Grace Place$500
Hudson Hospital FoundationHudson, WI501(c)(3)General Operating$500
Hudson Hospital FoundationHudson, WI501(c)(3)Endowment Fund$500
St Croix River AssociationSt Croix Falls, WI501(c)(3)General Operating$500
St Croix River AssociationSt Croix Falls, WI501(c)(3)SPONSORSHIP OF "THE ENDURING GIFT" DOCUMENTARY$500
The Phipps Center for the ArtsHudson, WI501(c)(3)General Operating$500
The Phipps Center for the ArtsHudson, WI501(c)(3)General Operating$500
The Phipps Center for the ArtsHudson, WI501(c)(3)Endowment Fund$500
United Way St Croix ValleyHudson, WI501(c)(3)General Operating$500
United Way St Croix Valley IncHudson, WI501(c)(3)Sponsorship of the Family Friendly River Run/walk 5k$500
The Phipps Center for the ArtsHudson, WI501(c)(3)General Operating$400
Trinity Lutheran ChurchStillwater, MN501(c)(3)General Operating$250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$178,350
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$12,092
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
Heather Logelin
Title
President
Phone
7153869490
Signed
2019-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Logelin
Formed
1995
Legal Domicile
Mn
Voting Board Members
19
Independent Board Members
19
Employees
7
Volunteers
180

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, 2018 and 2017, 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 1,464 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/CashNonInterestBearingGrp/EOYAmt063913
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IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034471
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt035675
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0125153
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02623
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012096
IRS990/ConferencesMeetingsGrp/TotalAmt014867
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0144000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02925 DEAN PARKWAY SUITE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055415
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0MGI INC
IRS990/ContractorCompensationGrp/ServicesDesc0FUNDRAISING CONSULTANT
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03579919
IRS990/CYGrantsAndSimilarPaidAmt01575329
IRS990/CYInvestmentIncomeAmt01346617
IRS990/CYOtherExpensesAmt0810405
IRS990/CYOtherRevenueAmt018266
IRS990/CYProgramServiceRevenueAmt0273564
IRS990/CYRevenuesLessExpensesAmt02204779
IRS990/CYSalariesCompEmpBnftPaidAmt0449503
IRS990/CYTotalExpensesAmt03013587
IRS990/CYTotalFundraisingExpenseAmt0270471
IRS990/CYTotalProfFndrsngExpnsAmt0178350
IRS990/CYTotalRevenueAmt05218366
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt05909
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0138
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01011
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01405
IRS990/DepreciationDepletionGrp/TotalAmt02554
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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt026024775
IRS990/EscrowAccountLiabilityGrp/EOYAmt028666275
IRS990/ExpenseAmt0604309
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011835
IRS990/FeesForServicesAccountingGrp/TotalAmt011835
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03129
IRS990/FeesForServicesLegalGrp/TotalAmt03129
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04144
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03594
IRS990/FeesForServicesOtherGrp/TotalAmt07738
IRS990/FeesForServicesProfFundraising/FundraisingAmt0178350
IRS990/FeesForServicesProfFundraising/TotalAmt0178350
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt092834
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt075330
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0168164
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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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/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt229341
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDY KASS
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY KUBIAK
IRS990/Form990PartVIISectionAGrp/PersonNm2BUCK MALICK
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLIE WIKELIUS
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS DUERST
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG GEISSLER
IRS990/Form990PartVIISectionAGrp/PersonNm6DWIGHT CUMMINS
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY KELSEY
IRS990/Form990PartVIISectionAGrp/PersonNm8HEATHER MCABEE
IRS990/Form990PartVIISectionAGrp/PersonNm9JEANNE WALZ 7117 TO
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm11JUDY FREUND
IRS990/Form990PartVIISectionAGrp/PersonNm12KATRINA LARSEN
IRS990/Form990PartVIISectionAGrp/PersonNm13LINDA SKOGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm14MARSHA SHOTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15MATT THUESON
IRS990/Form990PartVIISectionAGrp/PersonNm16MIKE PEPIN
IRS990/Form990PartVIISectionAGrp/PersonNm17ROD ROMMEL 7117 TO 73117
IRS990/Form990PartVIISectionAGrp/PersonNm18STEVE SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm19SUE GERLACH
IRS990/Form990PartVIISectionAGrp/PersonNm20SUZANN BROWN 7117 TO
IRS990/Form990PartVIISectionAGrp/PersonNm21TODD GILLINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm22JANE HETLAND STEVENSON 7117
IRS990/Form990PartVIISectionAGrp/PersonNm23HEATHER LOGELIN
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22122053
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
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/TitleTxt95/8/18) BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt207/31/17) BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22TO 5/15/18)EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0471907
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsPayableGrp/BOYAmt037500
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01575329
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01575329
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010336582
IRS990/GrossReceiptsAmt015083041
IRS990/GrossRentsGrp/RealAmt018266
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0292
IRS990/InsuranceGrp/ManagementAndGeneralAmt02147
IRS990/InsuranceGrp/ProgramServicesAmt02981
IRS990/InsuranceGrp/TotalAmt05420
IRS990/InvestmentIncomeGrp/ExclusionAmt0874710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0874710
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058309427
IRS990/InvestmentsPubTradedSecGrp/EOYAmt064017008
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt064926
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04129
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015025
IRS990/LandBldgEquipCostOrOtherBssAmt079951
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09864675
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/NetAssetsOrFundBalancesBOYAmt032755245
IRS990/NetAssetsOrFundBalancesEOYAmt036083745
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0471907
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0471907
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt018266
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018266
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01123721
IRS990/NoncashContributionsAmt0646529
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03402
IRS990/OccupancyGrp/ManagementAndGeneralAmt025370
IRS990/OccupancyGrp/ProgramServicesAmt034721
IRS990/OccupancyGrp/TotalAmt063493
IRS990/OfficeExpensesGrp/FundraisingAmt01036
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09044
IRS990/OfficeExpensesGrp/ProgramServicesAmt010894
IRS990/OfficeExpensesGrp/TotalAmt020974
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01692
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01859
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013315
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016866
IRS990/OtherExpensesGrp/Desc0FUND PROJECT EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2CONVERSATIONS OF THE VA
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01867
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013717
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11475
IRS990/OtherExpensesGrp/ProgramServicesAmt0450305
IRS990/OtherExpensesGrp/ProgramServicesAmt119053
IRS990/OtherExpensesGrp/ProgramServicesAmt29036
IRS990/OtherExpensesGrp/TotalAmt0450305
IRS990/OtherExpensesGrp/TotalAmt134637
IRS990/OtherExpensesGrp/TotalAmt29036
IRS990/OtherExpensesGrp/TotalAmt31475
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt012092
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019425
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt091481
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0153292
IRS990/OtherSalariesAndWagesGrp/TotalAmt0264198
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05625
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09987
IRS990/PayrollTaxesGrp/ProgramServicesAmt015111
IRS990/PayrollTaxesGrp/TotalAmt030723
IRS990/PensionPlanContributionsGrp/FundraisingAmt0936
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04281
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07346
IRS990/PensionPlanContributionsGrp/TotalAmt012563
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt025061372
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt027115958
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0193159
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03781
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020782
IRS990/PrincipalOfficerNm0HEATHER LOGELIN
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE CHARGES

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,812,735
Liabilities
$28,728,990
Net assets
$36,083,745
Revenue
$5,218,366
Expenses
$3,013,587
Net income
$2,204,779
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