ST CROIX VALLEY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST CROIX VALLEY FOUNDATION (EIN 41-1817315)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-06
- IRS object ID
- 202500379349300640
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-06T10:27:42-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463220328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKINS HENKE AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 INWOOD AVENUE NORTH SUITE 140 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411817315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CROIX VALLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STCR | BusinessNameControlTxt |
| Phone | 7153869490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 HANLEY RD STE 200 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER LOGELIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7153869490 | PhoneNum |
| Signature | 2025-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA M AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2025-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | HEATHER LOGELIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 HANLEY RD STE 200 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,165,631 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCVFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $12,414 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,118 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,428,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,962,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $279,561 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $311,714 | CYProgramServiceRevenueAmt |
| PY Investment Income | $662,080 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,057,952 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,065 | PYOtherRevenueAmt |
| CY Other Revenue | $8,048 | CYOtherRevenueAmt |
| PY Total Revenue | $7,362,735 | PYTotalRevenueAmt |
| CY Total Revenue | $7,340,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,540,587 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,232,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $746,813 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $796,163 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $132,536 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $461,073 | PYOtherExpensesAmt |
| CY Other Expenses | $451,417 | CYOtherExpensesAmt |
| PY Total Expenses | $4,748,473 | PYTotalExpensesAmt |
| CY Total Expenses | $5,480,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,614,262 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,859,936 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,460,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,265,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,490,101 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,830,855 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,970,303 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,434,304 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,715,126 | ExpenseAmt |
| Grant | $4,232,786 | GrantAmt |
| Revenue | $299,300 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $4,715,126 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY LOWNSBURY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7153869490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 HANLEY RD STE 200 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JIM ELLIS | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN HERZOG DREWISKE | ||||||
| VICE CHAIR/SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENNIS DUERST | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK BONLENDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE BREDAHL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE DZIUK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA EHRLICHMANN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY FREUND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN HOOLIHAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KELSEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE KLEISS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CLARENCE MALICK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA SHOTLEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATRINA LARSEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MADSEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG BERNARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHEL TIGAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SODERBERG - BOARD | ||||||
| MEMBER (UNTIL 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW THUESON - BOARD | ||||||
| MEMBER (UNTIL 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ELLEN VIETOR - BOARD | ||||||
| MEMBER (UNTIL 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES WIKELIUS - BOARD | ||||||
| MEMBER (UNTIL 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER LOGELIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $140,099 | $0 | $19,477 | |
| EMILY LOWNSBURY | ||||||
| VP OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $91,033 | $0 | $5,041 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $231,132 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,518 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,752 | FundraisingAmt |
| All Other Contributions | $5,945,836 | AllOtherContributionsAmt |
| Noncash Contributions | $949,654 | NoncashContributionsAmt |
| Total Contributions | $5,962,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE CHARGES | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $311,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,414 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $311,714 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,570,819 | TotalRevenueColumnAmt |
| Exclusion | $1,570,819 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,298,775 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,811,642 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$512,867 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$512,867 | TotalRevenueColumnAmt |
| Exclusion | -$512,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,735 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,752 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,687 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,048 | TotalRevenueColumnAmt |
| Exclusion | $8,048 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,340,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,414 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,066,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,786,243 | TotalAmt |
| Program Services | $3,786,243 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,543 | TotalAmt |
| Program Services | $446,543 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,106 | TotalAmt |
| Program Services | $102,369 | ProgramServicesAmt |
| Management And General | $151,068 | ManagementAndGeneralAmt |
| Fundraising | $31,669 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,939 | TotalAmt |
| Program Services | $178,485 | ProgramServicesAmt |
| Management And General | $187,477 | ManagementAndGeneralAmt |
| Fundraising | $33,977 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,443 | TotalAmt |
| Program Services | $8,811 | ProgramServicesAmt |
| Management And General | $9,560 | ManagementAndGeneralAmt |
| Fundraising | $2,072 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,038 | TotalAmt |
| Program Services | $14,604 | ProgramServicesAmt |
| Management And General | $21,953 | ManagementAndGeneralAmt |
| Fundraising | $481 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,637 | TotalAmt |
| Program Services | $21,985 | ProgramServicesAmt |
| Management And General | $26,607 | ManagementAndGeneralAmt |
| Fundraising | $5,045 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,903 | TotalAmt |
| Management And General | $2,903 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,520 | TotalAmt |
| Management And General | $14,520 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,576 | TotalAmt |
| Management And General | $118,576 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,980 | TotalAmt |
| Program Services | $8,850 | ProgramServicesAmt |
| Management And General | $130 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,835 | TotalAmt |
| Program Services | $15,915 | ProgramServicesAmt |
| Management And General | $1,975 | ManagementAndGeneralAmt |
| Fundraising | $10,945 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,084 | TotalAmt |
| Program Services | $23,380 | ProgramServicesAmt |
| Management And General | $6,651 | ManagementAndGeneralAmt |
| Fundraising | $1,053 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,590 | TotalAmt |
| Program Services | $31,718 | ProgramServicesAmt |
| Management And General | $43,278 | ManagementAndGeneralAmt |
| Fundraising | $6,594 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,196 | TotalAmt |
| Program Services | $21,846 | ProgramServicesAmt |
| Management And General | $29,808 | ManagementAndGeneralAmt |
| Fundraising | $4,542 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,776 | TotalAmt |
| Program Services | $6,987 | ProgramServicesAmt |
| Management And General | $251 | ManagementAndGeneralAmt |
| Fundraising | $538 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,404 | TotalAmt |
| Program Services | $12,948 | ProgramServicesAmt |
| Management And General | $2,098 | ManagementAndGeneralAmt |
| Fundraising | $6,358 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,656 | TotalAmt |
| Program Services | $2,977 | ProgramServicesAmt |
| Management And General | $4,060 | ManagementAndGeneralAmt |
| Fundraising | $619 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,754 | TotalAmt |
| Program Services | $4,997 | ProgramServicesAmt |
| Management And General | $5,864 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS INCO | $217 | $217 | ||
| BAD DEBT | $25,250 | $25,250 | ||
| FUND PROJECT EXPENSES | $10,457 | $2,074 | $8,383 | |
| DUES AND SUBSCRIPTIONS | $8,672 | $2,794 | $426 | $5,452 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,547 | TotalAmt |
| Program Services | $12,633 | ProgramServicesAmt |
| Management And General | $2,914 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,480,366 | TotalAmt |
| Program Services | $4,715,126 | ProgramServicesAmt |
| Management And General | $632,704 | ManagementAndGeneralAmt |
| Fundraising | $132,536 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,176 | BOYAmt |
| EOY | $19,865 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,950 | BOYAmt |
| EOY | $216,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,096 | BOYAmt |
| EOY | $12,231 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,779 | BOYAmt |
| EOY | $23,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,678 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,163 | BOYAmt |
| EOY | $316 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,277,591 | BOYAmt |
| EOY | $98,372,598 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,649 | BOYAmt |
| EOY | $620,335 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,460,404 | BOYAmt |
| EOY | $99,265,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,842 | BOYAmt |
| EOY | $139,971 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,343,944 | BOYAmt |
| EOY | $33,683,288 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,315 | BOYAmt |
| EOY | $7,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,490,101 | BOYAmt |
| EOY | $33,830,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,693 | BOYAmt |
| EOY | $1,067,893 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,005,610 | BOYAmt |
| EOY | $64,366,411 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,970,303 | BOYAmt |
| EOY | $65,434,304 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,460,404 | BOYAmt |
| EOY | $99,265,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,859,936 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,392,209 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $211,856 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,583,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,995,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,163,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,428,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,962,588 | CurrentTaxYearAmt |
| Total | $31,132,750 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,583,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,995,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,163,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,428,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,962,588 | CurrentTaxYearAmt |
| Total | $31,132,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,142,618 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,990,132 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $925,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $923,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,018,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,371,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,570,819 | CurrentTaxYearAmt |
| Total | $6,809,612 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,118 | CurrentTaxYearAmt |
| Total | $1,871 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,944,233 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,273,810 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 169 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 101 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,592,685 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,367,430 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,853,071 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,023,570 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $18,559,115 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $24,315,140 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,933,375 | BeginningYearBalanceAmt |
| Contributions | $3,350,146 | ContributionsAmt |
| Investment Earnings Or Losses | $6,598,790 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,466,696 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $687,728 | AdministrativeExpensesAmt |
| End Year Balance | $55,727,887 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,064,410 | BeginningYearBalanceAmt |
| Contributions | $4,224,507 | ContributionsAmt |
| Investment Earnings Or Losses | $4,853,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,710,289 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $498,910 | AdministrativeExpensesAmt |
| End Year Balance | $47,933,375 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,522,613 | BeginningYearBalanceAmt |
| Contributions | $2,059,274 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,480,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,493,448 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $543,574 | AdministrativeExpensesAmt |
| End Year Balance | $41,064,410 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,674,453 | BeginningYearBalanceAmt |
| Contributions | $2,781,941 | ContributionsAmt |
| Investment Earnings Or Losses | $11,934,428 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,396,551 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $471,658 | AdministrativeExpensesAmt |
| End Year Balance | $49,522,613 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,772,179 | BeginningYearBalanceAmt |
| Contributions | $2,178,967 | ContributionsAmt |
| Investment Earnings Or Losses | $214,114 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,072,629 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $418,178 | AdministrativeExpensesAmt |
| End Year Balance | $36,674,453 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19060 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,678 | DepreciationAmt |
| Book Value | $316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $316 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCE LEASE LIABILITY | Desc |
| Amt | $7,596 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,596 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,673,802 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,392,209 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $59,867 | OtherRevenueAmt |
| Revenue Not Reported | $6,452,076 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,221,726 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $118,576 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $118,576 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,340,302 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,361,790 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,361,790 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $118,576 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $118,576 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,480,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ART DASH | Event1Nm |
| Gross Receipts Event1 | $21,118 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,542 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,576 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,360 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,196 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $454 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $17,369 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,210 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,159 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $590 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,587 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,500 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $38,487 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,752 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,735 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $590 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,947 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,696 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $454 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,687 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,048 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (93 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SOLID GROUND | ||||||||
| 3521 CENTURY AVE N | WHITE BEAR LAKE | MN | 551105689 | 363578158 | 501(C)(3) | $250,000 | $0 | MATCHING POOL FOR INDIVIDUAL DONATIONS |
| ALLINA HEALTH FOUNDATION | ||||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 274116873 | 501(C)(3) | $165,063 | $0 | POOL, GENERAL OPERATING |
| LAKEVIEW MEMORIAL HOSPICE PROGRAM | ||||||||
| C/O LAKEVIEW HEALTH FOUNDATION | STILLWATER | MN | 55082 | 411386635 | 501(C)(3) | $157,063 | $0 | GENERAL OPERATING |
| LAKE WAPOGASSET LUTHERAN BIBLE CAMP INC | ||||||||
| 738 HICKORY POINT LANE | AMERY | WI | 54001 | 390973783 | 501(C)(3) | $100,000 | $0 | FAITHFUL CAMP WAPO PROJECT |
| LUTHERAN SOCIAL SERVICE OF MINNESOTA | ||||||||
| 2485 COMO AVE | ST PAUL | MN | 55108 | 410872993 | 501(C)(3) | $100,000 | $0 | LSS CENTER FOR CHANGING LIVES |
| ST CROIX COUNTY SHERIFF'S OFFICE | ||||||||
| 1101 CARMICHAEL RD | HUDSON | WI | 54016 | 396005739 | 501(C)(3) | $96,109 | $0 | K9 TRAINING, SEMINARS, SADDLE PADS |
| WILD RIVERS CONSERVANCY OF THE ST CROIX AND NAMEKAGON | ||||||||
| 1015 N CASCADE ST | OSCEOLA | WI | 54020 | 263025933 | 501(C)(3) | $89,447 | $0 | GENERAL OPERATING, EDUCATIONAL PROGRAMMING |
| YMCA HUDSON | ||||||||
| 2211 VINE ST | HUDSON | WI | 54016 | 452563299 | 501(C)(3) | $64,165 | $0 | SKATE PARK REPAIRS, GENERAL OPERATING |
| THE PARTNERSHIP PLAN FOR STILLWATER AREA SCHOOLS | ||||||||
| 1875 SOUTH GREELEY ST | STILLWATER | MN | 55082 | 203012418 | 501(C)(3) | $63,405 | $0 | GENERAL OPERATING, MENTAL HEALTH, STEM PROJECTS |
| FAMILY RESOURCE CENTER ST CROIX VALLEY | ||||||||
| 857 MAIN ST | BALDWIN | WI | 54002 | 391943404 | 501(C)(3) | $51,800 | $0 | GENERAL OPERATING, STRONG FAMILIES |
| PLANNED PARENTHOOD OF NORTH CENTRAL STATES | ||||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 551141312 | 131644147 | 501(C)(3) | $51,000 | $0 | GENERAL OPERATING, EDUCATION |
| COR RETREAT INC | ||||||||
| PO BOX 1000 | HUDSON | WI | 54016 | 453977601 | 501(C)(3) | $50,000 | $0 | FOOD/SUGAR ADDICTION PROGRAM, GENERAL OPERATING |
| TRANSGENDER LAW CENTER | ||||||||
| PO BOX 741803 | LOS ANGELES | CA | 900741803 | 050544006 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATING |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE | MINNEAPOLIS | MN | 554552010 | 416042488 | 501(C)(3) | $45,950 | $0 | STUDENT AID, RAPTOR CENTER, CANCER CENTER |
| LAKEVIEW HOSPITAL | ||||||||
| 927 WEST CHURCHILL STREET | STILLWATER | MN | 55082 | 410811697 | 501(C)(3) | $45,000 | $0 | MAKING LITTLE MOMENTS COUNT |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | 273521132 | 501(C)(3) | $38,250 | $0 | GENERAL OPERATING |
| FAMILYMEANS | ||||||||
| 1875 NORTHWESTERN AVENUE SOUTH | STILLWATER | MN | 55082 | 416045574 | 501(C)(3) | $34,293 | $0 | GENERAL OPERATING, COUNSELING & THERAPY |
| TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE | ||||||||
| PO BOX 304 | RIVER FALLS | WI | 54022 | 391322995 | 501(C)(3) | $28,500 | $0 | MENTAL HEALTH & WELLNESS, FAMILY NEEDS |
| RIVER FALLS SCHOOL DISTRICT | ||||||||
| 852 EAST DIVISION STREET | RIVER FALLS | WI | 54022 | 396004207 | 501(C)(3) | $25,722 | $0 | TEEN MENTAL HEALTH FIRST AID INSTRUCTORS |
| PARK NICOLLET FOUNDATION | ||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 237346465 | 501(C)(3) | $25,680 | $0 | STRUTHERS PARKINSON'S CENTER |
| STILLWATER AREA PUBLIC SCHOOLS - ISD #834 | ||||||||
| 1875 S GREELEY ST | STILLWATER | MN | 55082 | 416008519 | 501(C)(3) | $24,051 | $0 | CHOIR, SCHOLARSHIPS, MUSIC |
| LUTHER MEMORIAL CHURCH | ||||||||
| 420 S 4TH ST | RIVER FALLS | WI | 54022 | 391091785 | 501(C)(3) | $24,000 | $0 | BIBLICA UNCION Y FUEGO SIQUIRRES, COSTA RICA |
| UNITED WAY OF WASHINGTON COUNTY EAST | ||||||||
| 1825 CURVE CREST BLVD | STILLWATER | MN | 55082 | 410855267 | 501(C)(3) | $22,000 | $0 | GENERAL OPERATING, MENTAL HEALTH, IT |
| CARPENTER ST CROIX VALLEY NATURE CENTER | ||||||||
| 12805 ST CROIX TRL S | HASTINGS | MN | 55033 | 237275337 | 501(C)(3) | $21,470 | $0 | GENERAL OPERATING, SCHOLARSHIPS |
| AMHERST H WILDER FOUNDATION | ||||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | 410693889 | 501(C)(3) | $20,700 | $0 | STAFF TRAINING AND SERVICES |
| YMCA OF THE NORTH | ||||||||
| NW 5901 | MINNEAPOLIS | MN | 554855901 | 452563299 | 501(C)(3) | $20,350 | $0 | BACKPACK PROGRAM, GENERAL OPERATING |
| OPEN DOOR FOUNDATION INC | ||||||||
| 2 CHURCH ST SUITE 101 | OSSINING | NY | 10562 | 133598184 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING |
| MT ZION LUTHERAN CHURCH | ||||||||
| 505 13TH ST | HUDSON | WI | 54016 | 391457890 | 501(C)(3) | $19,000 | $0 | GENERAL OPERATING, CAPITAL CAMPAIGN, REMODEL |
| VALLEY OUTREACH | ||||||||
| 1911 CURVE CREST BLVD W | STILLWATER | MN | 55082 | 411452973 | 501(C)(3) | $17,100 | $0 | GENERAL OPERATING |
| GRACE EPISCOPAL CHURCH | ||||||||
| 4557 COLFAX AVE S | MINNEAPOLIS | MN | 554194736 | 410724047 | 501(C)(3) | $16,500 | $0 | GENERAL OPERATING, HAITI |
| BIRCH GROVE COMMUNITY SCHOOL | ||||||||
| PO BOX 2383 | TOFTE | MN | 55615 | 201816956 | 501(C)(3) | $16,000 | $0 | GENERAL OPERATING, GALA |
| CROSIERS FATHERS OF ONAMIA | ||||||||
| PO BOX 500 | ONAMIA | MN | 56359 | 410705826 | 501(C)(3) | $16,000 | $0 | SCHOLARSHIPS |
| UNITED WAY ST CROIX AND RED CEDAR VALLEYS | ||||||||
| 201 2ND ST S STE 300 | HUDSON | WI | 54016 | 391372545 | 501(C)(3) | $15,900 | $0 | GENERAL OPERATING |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 345 WASHINGTON ST | ST PAUL | MN | 55102 | 411428998 | 501(C)(3) | $15,700 | $0 | GENERAL OPERATING |
| BLUES ON THE CHIPPEWA INC | ||||||||
| PO BOX 125 | DURAND | WI | 54736 | 262517984 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING |
| FAMILY SERVICES OF WESTCHESTER INC | ||||||||
| 2975 WESTCHESTER AVENUE SUITE 401 | PURCHASE | NY | 10577 | 131773419 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING |
| HAMMOND COMMUNITY LIBRARY | ||||||||
| 850 DAVIS STREET | HAMMOND | WI | 54015 | 396007783 | 501(C)(3) | $15,000 | $0 | FIRST THOUSAND DAYS |
| CHRIST LUTHERAN CHURCH - MARINE | ||||||||
| 150 5TH STREET | MARINE | MN | 55047 | 411294832 | 501(C)(3) | $13,850 | $0 | GENERAL OPERATING |
| CANVAS HEALTH | ||||||||
| 7066 STILLWATER BLVD N | OAKDALE | MN | 55128 | 410955577 | 501(C)(3) | $13,794 | $0 | TRAINING, BUILDING AND GROUNDS |
| CITY OF PRESCOTT | ||||||||
| 800 BORNER ST | PRESCOTT | WI | 54021 | 396005578 | 501(C)(3) | $13,372 | $0 | K-9 TRAINING, PICKLEBALL COURTS |
| NORTHERN STAR SCOUTING | ||||||||
| 6202 BLOOMINGTON RD | FORT SNELLING | MN | 55111 | 203000282 | 501(C)(3) | $13,000 | $0 | GENERAL OPERATING, SCHOLARSHIPS |
| ARTREACH ST CROIX | ||||||||
| 224 4TH STREET NORTH | STILLWATER | MN | 55082 | 411758837 | 501(C)(3) | $12,680 | $0 | ST. CROIX SPLASH, SYMPHONY ORCHESTRA |
| BEFORE RACISM | ||||||||
| 1041 GRAND AVENUE | SAINT PAUL | MN | 55105 | 851813260 | 501(C)(3) | $12,500 | $0 | BEFORE RACISM - WASHINGTON COUNTY |
| NEW RICHMOND SCHOOL DISTRICT | ||||||||
| 701 EAST 11TH ST | NEW RICHMOND | WI | 54017 | 396003673 | 501(C)(3) | $11,425 | $0 | WILL'S PLAYGROUND |
| BETHEL LUTHERAN CHURCH | ||||||||
| 920 THIRD ST | HUDSON | WI | 54016 | 390963084 | 501(C)(3) | $11,156 | $0 | GENERAL FUND, UKRAINE FUND |
| CANCER CENTER OF WESTERN WISCONSIN | ||||||||
| 501 HOSPITAL ROAD | NEW RICHMOND | WI | 54017 | 273238660 | 501(C)(3) | $11,000 | $0 | INFUSION CHAIRS |
| STILLWATER PUBLIC LIBRARY | ||||||||
| 224 THIRD ST N | STILLWATER | MN | 55082 | 416005566 | 501(C)(3) | $10,708 | $0 | GENERAL OPERATING, NONFICTION MATERIALS |
| VALLEY FRIENDSHIP CLUB | ||||||||
| 6201 N OSGOOD AVE | STILLWATER | MN | 55082 | 272362329 | 501(C)(3) | $10,034 | $0 | ANNUAL DONATIONS, PROGRAM |
| ANDREW A LINDBERG MEMORIAL FOUNDATION | ||||||||
| 28 DALE ST SOUTH | ST PAUL | MN | 55102 | 461493378 | 501(C)(3) | $10,000 | $0 | NW MN COLLEGE SCHOLARSHIP FUND |
| COLLIDE THEATRICAL DANCE COMPANY | ||||||||
| 755 PRIOR AVE NORTH SUITE 235H | ST PAUL | MN | 55104 | 461479003 | 501(C)(3) | $10,000 | $0 | MENTAL HEALTH & EDUCATION SHOW |
| COMMUNITY REFERRAL AGENCY | ||||||||
| PO BOX 365 | MILLTOWN | WI | 54858 | 391368945 | 501(C)(3) | $10,000 | $0 | CRA'S VIBRANT MINDS |
| GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES | ||||||||
| 400 SECOND AVE S | WAITE PARK | MN | 56387 | 410877820 | 501(C)(3) | $10,000 | $0 | GIVE TO THE MAX DAY DONATION |
| LAKES CENTER FOR YOUTH AND FAMILIES | ||||||||
| 200 4TH ST SW | FOREST LAKE | MN | 55025 | 411322058 | 501(C)(3) | $10,000 | $0 | MENTAL WELLNESS, GENERAL OPERATING |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | 133015230 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING |
| NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS | ||||||||
| 920 EAST LAKE ST 107 | MINNEAPOLIS | MN | 55407 | 820613944 | 501(C)(3) | $10,000 | $0 | GIVE TO THE MAX DAY DONATION |
| RIVER FALLS WILDCAT BAND BOOSTERS INC | ||||||||
| PO BOX 877 | RIVER FALLS | WI | 54022 | 465711636 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING, SCHOLARSHIPS |
| ST CROIX FALLS PUBLIC LIBRARY | ||||||||
| PO BOX 608 | ST CROIX FALLS | WI | 54024 | 396006361 | 501(C)(3) | $10,000 | $0 | WELLBEING IS FOR EVERYONE |
| ST CROIX VALLEY RESTORATIVE SERVICES | ||||||||
| 215 N 2ND ST SUITE 108 | RIVER FALLS | WI | 54022 | 300133750 | 501(C)(3) | $10,000 | $0 | MINDS MATTER: SUPPORTING STUDENT WELL-BEING |
| THE SHARING SHELF INC | ||||||||
| 47 PURDY AVE | PORT CHESTER | NY | 105735028 | 844315667 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING |
| YOUTH SERVICE BUREAU | ||||||||
| 7064 W PT DOUGLAS RD | COTTAGE GROVE | MN | 55016 | 411333578 | 501(C)(3) | $10,000 | $0 | YOUTH INTERVENTION BEHAVIORAL HEALTH PROGRAM |
| MENTAL HEALTH TASK FORCE OF POLK COUNTY | ||||||||
| PO BOX 432 | ST CROIX FALLS | WI | 54024 | 271566890 | 501(C)(3) | $9,500 | $0 | THRIVING TOGETHER: COMMUNITY PROGRAMS FOR MENTAL WELLBEING |
| THE PHIPPS CENTER FOR THE ARTS | ||||||||
| 109 LOCUST ST | HUDSON | WI | 54016 | 391360778 | 501(C)(3) | $9,398 | $0 | GENERAL OPERATING, EDUCATIONAL PROGRAMMING |
| HUDSON SCHOOL DISTRICT | ||||||||
| 644 BRAKKE DR | HUDSON | WI | 540161880 | 396002665 | 501(C)(3) | $9,045 | $0 | SCHOLARSHIPS, PEER HELPERS PROGRAM |
| YOUNG LIFE ST CROIX VALLEY | ||||||||
| 1151 PARKWOOD LANE | STILLWATER | MN | 55082 | 840385934 | 501(C)(3) | $9,000 | $0 | SCHOLARSHIPS, CHRISTIAN MINISTRY, BUILDING MAINTENANCE |
| BRIDGE TO BOOKS | ||||||||
| PO BOX 138 | LAKE ELMO | MN | 55042 | 853483130 | 501(C)(3) | $8,500 | $0 | SUPPORT FOR IMAGINATION LIBRARY PROGRAM |
| OUR NEIGHBORS' PLACE | ||||||||
| 122 WEST JOHNSON ST | RIVER FALLS | WI | 54022 | 352383155 | 501(C)(3) | $8,278 | $0 | GENERAL OPERATING, BACKPACKS, DAY CENTER |
| THUG LIFE MINISTRY | ||||||||
| 424 CHURCH HILL ROAD | SOMERSET | WI | 54025 | 461405282 | 501(C)(3) | $8,150 | $0 | MENTAL HEALTH, YOUTH CARE, GENERAL OPERATING |
| CHRISTIAN COMMUNITY HOMES AND SERVICES INC | ||||||||
| 1320 WISCONSIN STREET | HUDSON | WI | 540161861 | 391801003 | 501(C)(3) | $8,000 | $0 | HEALTHCARE SCHOLARSHIPS, GENERAL OPERATING |
| ST CROIX THERAPY | ||||||||
| 742 STERBENZ DR | HUDSON | WI | 54016 | 391584408 | 501(C)(3) | $8,000 | $0 | ACCESS AND ENGAGEMENT PROGRAMS |
| THE ZEPHYR THEATRE | ||||||||
| 601 N MAIN ST | STILLWATER | MN | 55082 | 811157243 | 501(C)(3) | $8,000 | $0 | GENERAL OPERATING |
| BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT | ||||||||
| PO BOX 126 | WASHBURN | WI | 54891 | 396005670 | 501(C)(3) | $7,750 | $0 | GENERAL OPERATING, PROGRAMMING |
| PIERCE COUNTY PUBLIC HEALTH DEPARTMENT | ||||||||
| 412 W KINNE ST RM 171 | ELLSWORTH | WI | 54011 | 396005729 | 501(C)(3) | $7,650 | $0 | COMMUNITY ENGAGEMENT PROCESS, SCHOLARSHIPS |
| EARLY CHILDHOOD FAMILY CENTER | ||||||||
| 1111 HOLCOMBE ST S | STILLWATER | MN | 55082 | 416008519 | 501(C)(3) | $7,500 | $0 | EDUCATION, SPEAKING ENGAGEMENT |
| ST MATTHEW'S HOUSE | ||||||||
| 2601 AIRPORT ROAD S | NAPLES | FL | 34112 | 651110501 | 501(C)(3) | $7,500 | $0 | CAPITAL CAMPAIGN, HOUSING/FOOD |
| WASHINGTON COUNTY DEPT OF PUBLIC HEALTH & ENVIRONMENT | ||||||||
| 14949 62ND ST N | STILLWATER | MN | 55082 | 416005919 | 501(C)(3) | $7,500 | $0 | HEALTHCARE SCHOLARSHIPS |
| BURNETT COUNTY FAMILY RESOURCE CENTER INC | ||||||||
| 24467 STATE ROAD 35 70 | SIREN | WI | 54872 | 264060570 | 501(C)(3) | $7,100 | $0 | BABY & ME CLASSES |
| KINSHIP OF POLK COUNTY | ||||||||
| PO BOX 68 | BALSAM LAKE | WI | 54810 | 391485031 | 501(C)(3) | $7,065 | $0 | VOLUNTEER RECRUITMENT AND YOUTH WELL-BEING, GENERAL OPERATING |
| MOUNT CALVARY LUTHERAN CHURCH | ||||||||
| 301 COUNTY ROAD 19 | EXCELSIOR | MN | 55331 | 410870777 | 501(C)(3) | $7,000 | $0 | GENERAL OPERATING |
| ST JOHN'S UNITED CHURCH OF CHRIST | ||||||||
| PO BOX 14 | LA POINTE | WI | 54850 | 237165228 | 501(C)(3) | $7,000 | $0 | GENERAL OPERATING AND CAMPAIGN |
| SENITIZO | ||||||||
| 2344 FOOTHILLS DR S | GOLDEN | CO | 80401 | 821555063 | 501(C)(3) | $6,815 | $0 | GENERAL OPERATING |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | 133433452 | 501(C)(3) | $6,600 | $0 | GENERAL OPERATING |
| AMERY FFA | ||||||||
| 555 MINNEAPOLIS AVENUE | AMERY | WI | 54005 | 396000675 | 501(C)(3) | $6,568 | $0 | DONOR DESIGNATED DISTRIBUTION |
| TOWN OF ALDEN CHARITABLE FUND | ||||||||
| 183 155TH STREET | STAR PRAIRIE | WI | 54026 | 396005771 | 501(C)(3) | $6,568 | $0 | DONOR DESIGNATED DISTRIBUTION |
| ST CROIX FESTIVAL THEATRE | ||||||||
| 125 N WASHINGTON AVE | ST CROIX FALLS | WI | 54024 | 391663518 | 501(C)(3) | $6,500 | $0 | ST CROIX FALLS COMMUNITY THEATRE |
| WESTFIELDS HOSPITAL & CLINIC FOUNDATION | ||||||||
| 535 HOSPITAL ROAD | NEW RICHMOND | WI | 54017 | 391770913 | 501(C)(3) | $6,289 | $0 | GENERAL OPERATING, ORTHOPEDIC & SPORTS MEDICINE |
| NORTHWEST PASSAGE LTD | ||||||||
| 7417 N BASS LAKE RD | WEBSTER | WI | 54893 | 391311448 | 501(C)(3) | $6,172 | $0 | PASSAGEWAY: CHARTING PATHS TO MENTAL WELLNESS |
| HOPE LUTHERAN CHURCH | ||||||||
| 3337 KINGSBARN AVE | RIVER FALLS | WI | 54022 | 721603482 | 501(C)(3) | $6,081 | $0 | ANNUAL DONOR DESIGNATED DISTRIBUTION FOR GENERAL OPERATIONS |
| TURTLE LAKE SCHOOL DISTRICT | ||||||||
| 205 OAK ST NORTH | TURTLE LAKE | WI | 54889 | 396004848 | 501(C)(3) | $5,901 | $0 | TURTLE LAKE - DIVERSITY AND CULTURE THROUGH MUSIC |
| MINNESOTA COUNCIL ON FOUNDATIONS | ||||||||
| 800 WASHINGTON AVE N STE 703 | MINNEAPOLIS | MN | 554011167 | 411269275 | 501(C)(3) | $5,750 | $0 | 2024 MEMBERSHIP DUES - GRANT PORTION |
| ALPHA DELTA PHI FOUNDATION | ||||||||
| 2242 N BALDWIN WAY 5B | PALATINE | IL | 60074 | 136116015 | 501(C)(3) | $5,500 | $0 | CHAMBERLAIN FUND |
| BELWIN CONSERVANCY | ||||||||
| 1553 STAGECOACH TRAIL S | AFTON | MN | 55001 | 410967891 | 501(C)(3) | $5,500 | $0 | MUSIC IN THE TREES, GENERAL OPERATING |
| ST CROIX VALLEY FOUNDATION (WI) | ||||||||
| 1830 HANLEY RD STE 200 | HUDSON | WI | 54016 | 411817315 | 501(C)(3) | $5,200 | $0 | FOR VIBRANT COMMUNITIES FUND, GENERAL OPERATING |
| PRESCOTT SCHOOL DISTRICT | ||||||||
| 1220 ST CROIX ST | PRESCOTT | WI | 54021 | 396004038 | 501(C)(3) | $5,198 | $0 | PROGRAMMING AND SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 93 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 202 | RecipientCnt |
| Cash Grant | $446,543 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STAFF PERFORMS DUE DILIGENCE TO CONFIRM THAT GRANT RECIPIENTS ARE 501(C)(3) ORGANIZATIONS. THEY ARE REVIEWED BY THE GRANTS ADMINISTRATOR, THE PRESIDENT AND THE ACCOUNTANT. WITH COMPETITIVE GRANTS, FINAL REPORTS ARE REQUIRED FROM THE RECIPIENTS TO EXPLAIN HOW THE GRANT FUNDS WERE SPENT AND THE RESULTS ACHIEVED WITH THE GRANTS. STAFF FOLLOW UP WITH ALL COMPETITIVE GRANT RECIPIENTS TO GET THESE REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER LOGELIN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $140,099 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,774 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,703 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $159,576 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $422,310 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $527,344 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ALL STOCK DONATIONS ARE RECEIVED IN AN FOUNDATION INVESTMENT ACCOUNT ADMINISTERED BY A THIRD PARTY. ALL STOCK DONATIONS ARE SOLD UPON RECEIPT. GIFTS OF REAL PROPERTY ARE MADE TO SCVF HOLDINGS, LLC (A DISREGARDED ENTITY OF THE FOUNDATION). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST AND GIFT ANNUITIES 59,867. PRIOR PERIOD RECLASSIFICATION 151,989. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCVF HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 2ND STREET SUITE 214 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464871208 | EIN |
| Primary Activities | TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $13,766 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CROIX VALLEY FOUNDATION | BusinessNameLine1Txt |