Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
St. Croix Valley Foundation
990 • Fiscal year 2024 • EIN 41-1817315
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.34x
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
13th percentile
Higher top officer pay than 13% of similar nonprofits.
Top officer pay equals 2.2% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Balance Sheet
Assets
Up$99,265,159
Up $11,804,755 (+13%) from 2023
Net Assets
Up$65,434,304
Up $8,464,001 (+15%) from 2023
Liabilities
Up$33,830,855
Up $3,340,754 (+11%) from 2023
Revenue And Expenses
Revenue
Down$7,340,302
Down $22,433 (-0.3%) from 2023
Expenses
Up$5,480,366
Up $731,893 (+15%) from 2023
Net Income
Down$1,859,936
Down $754,326 (-29%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jan 15, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $18,165,631
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $86,277,591 | $98,372,598 | ▲ $12,095,007 |
| Pledges and Grants Receivable | $566,950 | $216,600 | ▼ $350,350 |
| Prepaid Expenses and Deferred Charges | $24,779 | $23,214 | ▼ $1,565 |
| Cash and Non-Interest-Bearing Accounts | $33,176 | $19,865 | ▼ $13,311 |
| Accounts Receivable | $10,096 | $12,231 | ▲ $2,135 |
| Land, Buildings, and Equipment, Net | $6,163 | $316 | ▼ $5,847 |
| Total Assets | $87,460,404 | $99,265,159 | ▲ $11,804,755 |
| Other Assets Total | $541,649 | $620,335 | ▲ $78,686 |
| Liabilities | |||
| Escrow Account Liability | $30,343,944 | $33,683,288 | ▲ $3,339,344 |
| Accounts Payable and Accrued Expenses | $136,842 | $139,971 | ▲ $3,129 |
| Other Liabilities | $9,315 | $7,596 | ▼ $1,719 |
| Total Liabilities | $30,490,101 | $33,830,855 | ▲ $3,340,754 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $56,005,610 | $64,366,411 | ▲ $8,360,801 |
| Net Assets Without Donor Restrictions | $964,693 | $1,067,893 | ▲ $103,200 |
| Total Net Assets Fund Balance | $56,970,303 | $65,434,304 | ▲ $8,464,001 |
| Total Liabilities and Net Assets / Fund Balance | $87,460,404 | $99,265,159 | ▲ $11,804,755 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $316 | $66,678 | $66,994 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $47,933,375 | $3,350,146 | ▲ $6,598,790 | - | $55,727,887 |
| 2022 | $41,064,410 | $4,224,507 | ▲ $4,853,657 | - | $47,933,375 |
| 2021 | $49,522,613 | $2,059,274 | ▼ $8,480,455 | - | $41,064,410 |
| 2020 | $36,674,453 | $2,781,941 | ▲ $11,934,428 | - | $49,522,613 |
| 2019 | $35,772,179 | $2,178,967 | ▲ $214,114 | - | $36,674,453 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Heather Logelin | Executive Director | FT | $140,099 | $19,477 | $159,576 |
| Emily Lownsbury | VP of Finance & Operations | FT | $91,033 | $5,041 | $96,074 |
Board Members and Trustees
| Name | Title |
|---|---|
| Jim Ellis | Chair |
| Ann Herzog Drewiske | Vice Chair/secretary |
| Clarence Malick | Board Member |
| Dan Hoolihan | Board Member |
| Dave Dziuk | Board Member |
| Gary Kelsey | Board Member |
| Greg Bernard | Board Member |
| Jessica Ehrlichmann | Board Member |
| Judy Freund | Board Member |
| Katrina Larsen | Board Member |
| Linda Madsen | Board Member |
| Marsha Shotley | Board Member |
| Melanie Kleiss | Board Member |
| Michel Tigan | Board Member |
| Michelle Bredahl | Board Member |
| Rick Bonlender | Board Member |
| Charles Wikelius - Board | Member (until 7/23) |
| Mary Ellen Vietor - Board | Member (until 7/23) |
| Matthew Thueson - Board | Member (until 7/23) |
| Scott Soderberg - Board | Member (until 7/23) |
| Dennis Duerst | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $5,962,588
- Program Service Revenue
- $311,714
- Investment Income
- $1,057,952
- Other Revenue
- $8,048
- All Other Contributions
- $5,945,836
- Change in Net Assets
- $1,859,936
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- Yes
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Closely Held Stock | 3 | $527,344 | Appraised Value |
| Securities Publicly Traded | 22 | $422,310 | Average High/low |
| Total Noncash Contributions | 25 | $949,654 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $7,221,726
- Revenue Not Reported on Financial Statements
- $118,576
- Revenue Not Reported on Form 990
- $6,452,076
- Total Revenue per Audited Statements
- $13,673,802
- Total Revenue per Form 990
- $7,340,302
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $4,232,786 |
| Salaries, Compensation, and Employee Benefits | $796,163 |
| Other Expenses | $451,417 |
| Total Fundraising Expense | $132,536 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $3,786,243 | - | - | $3,786,243 |
| Grants to Domestic Individuals | $446,543 | - | - | $446,543 |
| Other Salaries and Wages | $178,485 | $187,477 | $33,977 | $399,939 |
| Current Officers, Directors, Trustees, and Key Employees | $102,369 | $151,068 | $31,669 | $285,106 |
| Fees for Service Investment Mgmnt Fees | - | $118,576 | - | $118,576 |
| Information Technology | $31,718 | $43,278 | $6,594 | $81,590 |
| Occupancy | $21,846 | $29,808 | $4,542 | $56,196 |
| Payroll Taxes | $21,985 | $26,607 | $5,045 | $53,637 |
| Other Employee Benefits | $14,604 | $21,953 | $481 | $37,038 |
| Office Expenses | $23,380 | $6,651 | $1,053 | $31,084 |
| Advertising | $15,915 | $1,975 | $10,945 | $28,835 |
| Conferences and Meetings | $12,948 | $2,098 | $6,358 | $21,404 |
| Pension Plan Contributions | $8,811 | $9,560 | $2,072 | $20,443 |
| All Other Expenses | $12,633 | $2,914 | - | $15,547 |
| Fees for Services Accounting | - | $14,520 | - | $14,520 |
| Insurance | $4,997 | $5,864 | $893 | $11,754 |
| Fees for Services Other | $8,850 | $130 | - | $8,980 |
| Other Expenses | $5,452 | $2,794 | $426 | $8,672 |
| Travel | $6,987 | $251 | $538 | $7,776 |
| Depreciation Depletion | $2,977 | $4,060 | $619 | $7,656 |
| Fees for Services Legal | - | $2,903 | - | $2,903 |
| Total Functional Expenses | $4,715,126 | $632,704 | $132,536 | $5,480,366 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $5,480,366 |
| Expenses per Audited Statements | $5,361,790 |
| Total Expenses per Audited Statements | $5,361,790 |
| Expenses Not Reported on Financial Statements | $118,576 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Solid Ground | White Bear Lake, MN | 501(c)(3) | Matching Pool for Individual Donations | $250,000 |
| Allina Health Foundation | Minneapolis, MN | 501(c)(3) | Pool, General Operating | $165,063 |
| Lakeview Memorial Hospice Program | Stillwater, MN | 501(c)(3) | General Operating | $157,063 |
| Lake Wapogasset Lutheran Bible Camp Inc | Amery, WI | 501(c)(3) | Faithful Camp Wapo Project | $100,000 |
| Lutheran Social Service of Minnesota | St Paul, MN | 501(c)(3) | Lss Center for Changing Lives | $100,000 |
| ST CROIX COUNTY SHERIFF'S OFFICE | Hudson, WI | 501(c)(3) | K9 Training, Seminars, Saddle Pads | $96,109 |
| Wild Rivers Conservancy of the St Croix and Namekagon | Osceola, WI | 501(c)(3) | General Operating, Educational Programming | $89,447 |
| Ymca Hudson | Hudson, WI | 501(c)(3) | Skate Park Repairs, General Operating | $64,165 |
| The Partnership Plan for Stillwater Area Schools | Stillwater, MN | 501(c)(3) | General Operating, Mental Health, Stem Projects | $63,405 |
| Family Resource Center St Croix Valley | Baldwin, WI | 501(c)(3) | General Operating, Strong Families | $51,800 |
| Planned Parenthood of North Central States | Saint Paul, MN | 501(c)(3) | General Operating, Education | $51,000 |
| Cor Retreat Inc | Hudson, WI | 501(c)(3) | Food/sugar Addiction Program, General Operating | $50,000 |
| Transgender Law Center | Los Angeles, CA | 501(c)(3) | General Operating | $50,000 |
| University of Minnesota Foundation | Minneapolis, MN | 501(c)(3) | Student Aid, Raptor Center, Cancer Center | $45,950 |
| Lakeview Hospital | Stillwater, MN | 501(c)(3) | Making Little Moments Count | $45,000 |
| World Central Kitchen Inc | Washington, DC | 501(c)(3) | General Operating | $38,250 |
| Familymeans | Stillwater, MN | 501(c)(3) | General Operating, Counseling & Therapy | $34,293 |
| Turningpoint for Victims of Domestic and Sexual Violence | River Falls, WI | 501(c)(3) | Mental Health & Wellness, Family Needs | $28,500 |
| River Falls School District | River Falls, WI | 501(c)(3) | Teen Mental Health First Aid Instructors | $25,722 |
| Park Nicollet Foundation | St Louis Park, MN | 501(c)(3) | STRUTHERS PARKINSON'S CENTER | $25,680 |
| STILLWATER AREA PUBLIC SCHOOLS - ISD #834 | Stillwater, MN | 501(c)(3) | Choir, Scholarships, Music | $24,051 |
| Luther Memorial Church | River Falls, WI | 501(c)(3) | Biblica Uncion Y Fuego Siquirres, Costa Rica | $24,000 |
| United Way of Washington County East | Stillwater, MN | 501(c)(3) | General Operating, Mental Health, It | $22,000 |
| Carpenter St Croix Valley Nature Center | Hastings, MN | 501(c)(3) | General Operating, Scholarships | $21,470 |
| Amherst H Wilder Foundation | St Paul, MN | 501(c)(3) | Staff Training and Services | $20,700 |
| Ymca of the North | Minneapolis, MN | 501(c)(3) | Backpack Program, General Operating | $20,350 |
| Open Door Foundation Inc | Ossining, NY | 501(c)(3) | General Operating | $20,000 |
| Mt Zion Lutheran Church | Hudson, WI | 501(c)(3) | General Operating, Capital Campaign, Remodel | $19,000 |
| Valley Outreach | Stillwater, MN | 501(c)(3) | General Operating | $17,100 |
| Grace Episcopal Church | Minneapolis, MN | 501(c)(3) | General Operating, Haiti | $16,500 |
| Birch Grove Community School | Tofte, MN | 501(c)(3) | General Operating, Gala | $16,000 |
| Crosiers Fathers of Onamia | Onamia, MN | 501(c)(3) | Scholarships | $16,000 |
| United Way St Croix and Red Cedar Valleys | Hudson, WI | 501(c)(3) | General Operating | $15,900 |
| Ordway Center for the Performing Arts | St Paul, MN | 501(c)(3) | General Operating | $15,700 |
| Blues on the Chippewa Inc | Durand, WI | 501(c)(3) | General Operating | $15,000 |
| Family Services of Westchester Inc | Purchase, NY | 501(c)(3) | General Operating | $15,000 |
| Hammond Community Library | Hammond, WI | 501(c)(3) | First Thousand Days | $15,000 |
| Christ Lutheran Church - Marine | Marine, MN | 501(c)(3) | General Operating | $13,850 |
| Canvas Health | Oakdale, MN | 501(c)(3) | Training, Building and Grounds | $13,794 |
| City of Prescott | Prescott, WI | 501(c)(3) | K-9 Training, Pickleball Courts | $13,372 |
| Northern Star Scouting | Fort Snelling, MN | 501(c)(3) | General Operating, Scholarships | $13,000 |
| Artreach St Croix | Stillwater, MN | 501(c)(3) | St. Croix Splash, Symphony Orchestra | $12,680 |
| Before Racism | Saint Paul, MN | 501(c)(3) | Before Racism - Washington County | $12,500 |
| New Richmond School District | New Richmond, WI | 501(c)(3) | WILL'S PLAYGROUND | $11,425 |
| Bethel Lutheran Church | Hudson, WI | 501(c)(3) | General Fund, Ukraine Fund | $11,156 |
| Cancer Center of Western Wisconsin | New Richmond, WI | 501(c)(3) | Infusion Chairs | $11,000 |
| Stillwater Public Library | Stillwater, MN | 501(c)(3) | General Operating, Nonfiction Materials | $10,708 |
| Valley Friendship Club | Stillwater, MN | 501(c)(3) | Annual Donations, Program | $10,034 |
| Andrew a Lindberg Memorial Foundation | St Paul, MN | 501(c)(3) | Nw Mn College Scholarship Fund | $10,000 |
| Collide Theatrical Dance Company | St Paul, MN | 501(c)(3) | Mental Health & Education Show | $10,000 |
| Community Referral Agency | Milltown, WI | 501(c)(3) | CRA'S VIBRANT MINDS | $10,000 |
| Girl Scouts of Minnesota and Wisconsin Lakes and Pines | Waite Park, MN | 501(c)(3) | Give to the Max Day Donation | $10,000 |
| Lakes Center for Youth and Families | Forest Lake, MN | 501(c)(3) | Mental Wellness, General Operating | $10,000 |
| New York Public Radio | New York, NY | 501(c)(3) | General Operating | $10,000 |
| North American Traditional Indigenous Food Systems | Minneapolis, MN | 501(c)(3) | Give to the Max Day Donation | $10,000 |
| River Falls Wildcat Band Boosters Inc | River Falls, WI | 501(c)(3) | General Operating, Scholarships | $10,000 |
| St Croix Falls Public Library | St Croix Falls, WI | 501(c)(3) | Wellbeing Is for Everyone | $10,000 |
| St Croix Valley Restorative Services | River Falls, WI | 501(c)(3) | MINDS MATTER: SUPPORTING STUDENT WELL-BEING | $10,000 |
| The Sharing Shelf Inc | Port Chester, NY | 501(c)(3) | General Operating | $10,000 |
| Youth Service Bureau | Cottage Grove, MN | 501(c)(3) | Youth Intervention Behavioral Health Program | $10,000 |
| Mental Health Task Force of Polk County | St Croix Falls, WI | 501(c)(3) | THRIVING TOGETHER: COMMUNITY PROGRAMS FOR MENTAL WELLBEING | $9,500 |
| The Phipps Center for the Arts | Hudson, WI | 501(c)(3) | General Operating, Educational Programming | $9,398 |
| Hudson School District | Hudson, WI | 501(c)(3) | Scholarships, Peer Helpers Program | $9,045 |
| Young Life St Croix Valley | Stillwater, MN | 501(c)(3) | Scholarships, Christian Ministry, Building Maintenance | $9,000 |
| Bridge to Books | Lake Elmo, MN | 501(c)(3) | Support for Imagination Library Program | $8,500 |
| OUR NEIGHBORS' PLACE | River Falls, WI | 501(c)(3) | General Operating, Backpacks, Day Center | $8,278 |
| Thug Life Ministry | Somerset, WI | 501(c)(3) | Mental Health, Youth Care, General Operating | $8,150 |
| Christian Community Homes and Services Inc | Hudson, WI | 501(c)(3) | Healthcare Scholarships, General Operating | $8,000 |
| St Croix Therapy | Hudson, WI | 501(c)(3) | Access and Engagement Programs | $8,000 |
| The Zephyr Theatre | Stillwater, MN | 501(c)(3) | General Operating | $8,000 |
| Bayfield County Land & Water Conservation Department | Washburn, WI | 501(c)(3) | General Operating, Programming | $7,750 |
| Pierce County Public Health Department | Ellsworth, WI | 501(c)(3) | Community Engagement Process, Scholarships | $7,650 |
| Early Childhood Family Center | Stillwater, MN | 501(c)(3) | Education, Speaking Engagement | $7,500 |
| ST MATTHEW'S HOUSE | Naples, FL | 501(c)(3) | Capital Campaign, Housing/food | $7,500 |
| Washington County Dept of Public Health & Environment | Stillwater, MN | 501(c)(3) | Healthcare Scholarships | $7,500 |
| Burnett County Family Resource Center Inc | Siren, WI | 501(c)(3) | Baby & Me Classes | $7,100 |
| Kinship of Polk County | Balsam Lake, WI | 501(c)(3) | Volunteer Recruitment and Youth Well-being, General Operating | $7,065 |
| Mount Calvary Lutheran Church | Excelsior, MN | 501(c)(3) | General Operating | $7,000 |
| ST JOHN'S UNITED CHURCH OF CHRIST | La Pointe, WI | 501(c)(3) | General Operating and Campaign | $7,000 |
| Senitizo | Golden, CO | 501(c)(3) | General Operating | $6,815 |
| Doctors Without Borders | Hagerstown, MD | 501(c)(3) | General Operating | $6,600 |
| Amery Ffa | Amery, WI | 501(c)(3) | Donor Designated Distribution | $6,568 |
| Town of Alden Charitable Fund | Star Prairie, WI | 501(c)(3) | Donor Designated Distribution | $6,568 |
| St Croix Festival Theatre | St Croix Falls, WI | 501(c)(3) | St Croix Falls Community Theatre | $6,500 |
| Westfields Hospital & Clinic Foundation | New Richmond, WI | 501(c)(3) | General Operating, Orthopedic & Sports Medicine | $6,289 |
| Northwest Passage Ltd | Webster, WI | 501(c)(3) | PASSAGEWAY: CHARTING PATHS TO MENTAL WELLNESS | $6,172 |
| Hope Lutheran Church | River Falls, WI | 501(c)(3) | Annual Donor Designated Distribution for General Operations | $6,081 |
| Turtle Lake School District | Turtle Lake, WI | 501(c)(3) | Turtle Lake - Diversity and Culture Through Music | $5,901 |
| Minnesota Council on Foundations | Minneapolis, MN | 501(c)(3) | 2024 Membership Dues - Grant Portion | $5,750 |
| Alpha Delta Phi Foundation | Palatine, IL | 501(c)(3) | Chamberlain Fund | $5,500 |
| Belwin Conservancy | Afton, MN | 501(c)(3) | Music in the Trees, General Operating | $5,500 |
| St Croix Valley Foundation (wi) | Hudson, WI | 501(c)(3) | For Vibrant Communities Fund, General Operating | $5,200 |
| Prescott School District | Prescott, WI | 501(c)(3) | Programming and Scholarships | $5,198 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $21,735 |
| Fundraising Direct Expenses | $13,687 |
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Art Dash | $21,118 | $16,576 | $454 | $16,122 |
| Golf Tournament | $17,369 | $5,159 | - | $5,159 |
| Total Events | $38,487 | $21,735 | $13,687 | $8,048 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Finance Lease Liability | $7,596 |
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 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
- 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 provided to the board of directors for review prior to 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
“Compensation of the president is set and approved by the full board or the executive 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 determination 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
- 1830 HANLEY RD STE 200, HUDSON, WI 54016
Signing Officer
- Name
- Heather Logelin
- Title
- President
- Phone
- 7153869490
- Signed
- 2025-01-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Heather Logelin
- Formed
- 1995
- Legal Domicile
- Mn
- Voting Board Members
- 17
- Independent Board Members
- 17
- Employees
- 11
- Volunteers
- 180
Preparer
- Firm
- Akins Henke and Company
- Address
- 600 INWOOD AVENUE NORTH SUITE 140, OAKDALE, MN 55128
- Preparer
- Georgia M Akins
- Phone
- 6516363806
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Change in value of beneficial interest in trust and gift annuities 59,867. Prior period reclassification 151,989.”
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 section 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, 2024 and 2023, 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.”
PART XI, LINE 2D - OTHER ADJUSTMENTS:
“Change in value of benefitical interest in trust and gift annuities 59,867.”
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| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | HUDSON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54016 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 33176 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 19865 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 31669 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 151068 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 102369 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 285106 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 6358 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 2098 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 12948 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 21404 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 16752 |
| IRS990/CreditCounselingInd | 0 | 1 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 5962588 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 4232786 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1057952 |
| IRS990/CYOtherExpensesAmt | 0 | 451417 |
| IRS990/CYOtherRevenueAmt | 0 | 8048 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 311714 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1859936 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 796163 |
| IRS990/CYTotalExpensesAmt | 0 | 5480366 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 132536 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7340302 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 619 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 4060 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 2977 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 7656 |
| IRS990/Desc | 0 | THE ST. CROIX VALLEY FOUNDATION (SCVF) SERVES A SIX-COUNTY REGION ACROSS MINNESOTA AND WISCONSIN, STEWARDING NEARLY $100 MILLION IN PHILANTHROPIC ASSETS TO ADDRESS CURRENT NEEDS AND EMERGING CHALLENGES. THE SCVF MANAGES OVER 500 FUNDS AND FACILITATES MILLIONS IN ANNUAL GRANTS, INCLUDING NEARLY $4.2 MILLION IN THE FISCAL YEAR ENDING JUNE 30, 2024. THE SCVF SUPPORTS DONORS IN MAKING TAX-SMART, IMPACTFUL GIFTS THAT BENEFIT THE REGION FOR GENERATIONS, WHILE ALSO PROVIDING PROFESSIONAL ADVISORS WITH RESOURCES TO ENHANCE THEIR CLIENTS' PHILANTHROPIC PLANS. SCVF PARTNERS WITH NONPROFITS TO ESTABLISH AND GROW ENDOWED FUNDS, CREATING SUSTAINABLE FUNDING SOURCES FOR VITAL COMMUNITY WORK. GUIDED BY A FIVE-YEAR STRATEGIC PLAN, SCVF IS COMMITTED TO GROWING LONG-TERM ASSETS, EXPANDING GRANTMAKING, AND FOSTERING COLLABORATIONS TO MAXIMIZE REGIONAL IMPACT. WITH A FOCUS ON FLEXIBLE LEGACY GIVING, SCVF ENSURES ENDURING SUPPORT FOR THE REGION'S CHANGING NEEDS AND OPPORTUNITIES. LEARN MORE AT WWW.SCVFOUNDATION.ORG. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 56005610 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 64366411 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 11 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 30343944 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 33683288 |
| IRS990/ExpenseAmt | 0 | 4715126 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 14520 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 14520 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 2903 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 2903 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 130 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 8850 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 8980 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 118576 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 118576 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282FiledCnt | 0 | 3 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 19477 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 5041 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JIM ELLIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANN HERZOG DREWISKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DENNIS DUERST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | RICK BONLENDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MICHELLE BREDAHL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DAVE DZIUK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JESSICA EHRLICHMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JUDY FREUND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DAN HOOLIHAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | GARY KELSEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MELANIE KLEISS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | CLARENCE MALICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | MARSHA SHOTLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | KATRINA LARSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | LINDA MADSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | GREG BERNARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | MICHEL TIGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | SCOTT SODERBERG - BOARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | MATTHEW THUESON - BOARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | MARY ELLEN VIETOR - BOARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | CHARLES WIKELIUS - BOARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | HEATHER LOGELIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | EMILY LOWNSBURY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 140099 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 91033 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR/SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | MEMBER (UNTIL 7/23) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | MEMBER (UNTIL 7/23) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | MEMBER (UNTIL 7/23) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | MEMBER (UNTIL 7/23) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | VP OF FINANCE & OPERATIONS |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1995 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 16752 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 13687 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 21735 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -512867 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 17 |
| IRS990/GrantAmt | 0 | 4232786 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 446543 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 446543 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 3786243 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 3786243 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 10298775 |
| IRS990/GrossReceiptsAmt | 0 | 18165631 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 6594 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 43278 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 31718 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 81590 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 893 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5864 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 4997 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 11754 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1570819 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1570819 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 86277591 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 98372598 |
| IRS990/IRPDocumentCnt | 0 | 12 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 66678 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 6163 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 316 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 66994 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 10811642 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 56970303 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 65434304 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -512867 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -512867 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 8048 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 8048 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 1118 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 6392209 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 964693 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1067893 |
| IRS990/NoncashContributionsAmt | 0 | 949654 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 4542 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 29808 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 21846 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 56196 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 1053 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 6651 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 23380 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 31084 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 541649 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 620335 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 211856 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 481 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 21953 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 14604 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 37038 |
| IRS990/OtherExpensesGrp/Desc | 0 | UNRELATED BUSINESS INCO |
| IRS990/OtherExpensesGrp/Desc | 1 | BAD DEBT |
| IRS990/OtherExpensesGrp/Desc | 2 | FUND PROJECT EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 25250 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 2074 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 426 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 217 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2794 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 8383 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 5452 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 217 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 25250 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 10457 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 8672 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 9315 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 7596 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 33977 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 187477 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 178485 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 399939 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 5045 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 26607 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 21985 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 53637 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 2072 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 9560 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 8811 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 20443 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 566950 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 216600 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 24779 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 23214 |
Document Assets
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Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $99,265,159
- Liabilities
- $33,830,855
- Net assets
- $65,434,304
- Revenue
- $7,340,302
- Expenses
- $5,480,366
- Net income
- $1,859,936