ST CROIX VALLEY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ST CROIX VALLEY FOUNDATION (EIN 41-1817315)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-10
- IRS object ID
- 202220699349300037
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T12:54:36-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 160 | AddressLine1Txt |
| City | OAKDALE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 516 SECOND STREET SUITE 214 | 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 | 2022-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | LOGELIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2022-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER LOGELIN | BusinessNameLine1Txt |
| Business Name Line2 | HEATHER LOGELIN | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 SECOND STREET SUITE 214 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,542,569 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY, CONNECTING PEOPLE AND PROGRAMS, AND ENCOURAGING COLLABORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,583,427 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,995,330 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $208,533 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $229,985 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,053,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,030,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,462 | PYOtherRevenueAmt |
| CY Other Revenue | -$304 | CYOtherRevenueAmt |
| PY Total Revenue | $6,843,617 | PYTotalRevenueAmt |
| CY Total Revenue | $8,255,046 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,808,983 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,103,454 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $583,971 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $595,181 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $72,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,954 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $499,002 | PYOtherExpensesAmt |
| CY Other Expenses | $418,391 | CYOtherExpensesAmt |
| PY Total Expenses | $4,963,956 | PYTotalExpensesAmt |
| CY Total Expenses | $4,117,026 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,879,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,138,020 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,035,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,244,712 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,813,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,234,755 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,221,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,009,957 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,181,039 | ExpenseAmt |
| Grant | $3,103,454 | GrantAmt |
| Desc | GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APROXIMATELY 1,040 GRANTS WERE GIVEN IN FISCAL YEAR 2021. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $279,464 | ExpenseAmt |
| Desc | SPECIAL COMMUNITY PROJECTS: IN KEEPING WITH THE FOUNDATION'S MISSION, FOUNDATION STAFF MEMEBERS PARTNER WITH OTHER ORGANIZATIONS ESPECIALLY OUR AFFILIATE FOUNDATIONS, TO DIRECTLY ADDRESS CHANGING COMMUNITY CONCERNS. THIS INCLUDES: 1) FOSTERING COMMUNITY DIALOGUE AROUND LOCAL ISSUES-THROUGH REGIONAL FORUMS AND "CONVERSATIONS OF THE VALLEY", A MONTHLY PUBLIC AFFAIRS LUNCHEON; 2) PROMOTING NON PROFIT PERFORMANCE THROUGH WORKSHOPS AND GRANTS 3) WORKING WITH OUR AFFILIATES TO STRENGTHEN THEIR MANAGEMENT, GOVERNANCE AND FUNDRAISING CAPACITY; AND 4) BUILDING DEMENTIA FRIENDLY COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,662 | ExpenseAmt |
| Revenue | $229,985 | RevenueAmt |
| Desc | FUND MANAGEMENT AND PHILANTHROPIC SERIVCES: THESE ACTIVITIES INCLUDE WORKING WITH DONORS, AGENCIES AND AFFILIATED FUNDS WHO ALREADY HAVE ESTABLISHED FUNDS WITH THE FOUNDATION AND INCLUDE TECHNICAL ASSISTANCE, TRAINING AND EDUCATION AS WELL AS ACCOUNTING ACTIVITIES. THERE WERE APPROXIMATELY 490 FUNDS MANAGED IN FISCAL YEAR 2021. THESE ACTIVITIES INCLUDE WORKING WITH DONOR PROSPECTS, WITH PROFESSIONAL FINANCIAL ADVISORS AND AGENCIES WHO WANT TO ESTABLISH A FUND WITH THE FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,539,165 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | 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 | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY LOWNSBURY | PersonNm |
| Phone | 7153869490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 SECOND STREET SUITE 214 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| HEATHER LOGELIN | |||||||
| HEATHER LOGELIN | PRESIDENT | 40.00 | Yes (X) | $111,693 | $0 | $16,006 | |
| KATRINA LARSEN | |||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM ELLIS | |||||||
| VICE CHAIR/S | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENNIS DUERST | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUE GERLACH | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE SCHROEDER | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MATT THUESEN | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JUDY FREUND | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY KELSEY | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MIKE PEPIN | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BUCK MALICK | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARSHA SHOTLEY | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLIE WIKELIUS | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHELLE BREDAHL | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JESSICA EHRLICHMANN | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN HOOLIHAN | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT SODERBERG | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY ELLEN VIETOR | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $111,693 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $16,006 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $7,414 | FundraisingAmt |
| Government Grants | $82,200 | GovernmentGrantsAmt |
| All Other Contributions | $5,905,716 | AllOtherContributionsAmt |
| Noncash Contributions | $2,303,140 | NoncashContributionsAmt |
| Total Contributions | $5,995,330 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE CHARGES | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $229,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $229,985 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $229,985 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $923,613 | TotalRevenueColumnAmt |
| Exclusion | $923,613 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,965,647 | SecuritiesAmt |
| Other | $425,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,793,544 | SecuritiesAmt |
| Other | $490,681 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,172,103 | SecuritiesAmt |
| Other | -$65,681 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,106,422 | TotalRevenueColumnAmt |
| Exclusion | $1,106,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,994 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,414 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,298 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$304 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,255,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $229,985 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,030,035 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,103,454 | TotalAmt |
| Program Services | $3,103,454 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,356 | TotalAmt |
| Program Services | $64,859 | ProgramServicesAmt |
| Management And General | $68,960 | ManagementAndGeneralAmt |
| Fundraising | $18,537 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,168 | TotalAmt |
| Program Services | $137,093 | ProgramServicesAmt |
| Management And General | $189,122 | ManagementAndGeneralAmt |
| Fundraising | $21,953 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,171 | TotalAmt |
| Program Services | $8,027 | ProgramServicesAmt |
| Management And General | $8,947 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,543 | TotalAmt |
| Program Services | $14,368 | ProgramServicesAmt |
| Management And General | $21,765 | ManagementAndGeneralAmt |
| Fundraising | $3,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,943 | TotalAmt |
| Program Services | $15,284 | ProgramServicesAmt |
| Management And General | $19,634 | ManagementAndGeneralAmt |
| Fundraising | $3,025 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,772 | TotalAmt |
| Management And General | $12,772 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,894 | TotalAmt |
| Management And General | $108,894 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225 | TotalAmt |
| Management And General | $2,225 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,494 | TotalAmt |
| Program Services | $6,456 | ProgramServicesAmt |
| Management And General | $1,173 | ManagementAndGeneralAmt |
| Fundraising | $5,865 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,522 | TotalAmt |
| Program Services | $4,291 | ProgramServicesAmt |
| Management And General | $6,949 | ManagementAndGeneralAmt |
| Fundraising | $282 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,430 | TotalAmt |
| Program Services | $19,237 | ProgramServicesAmt |
| Management And General | $32,714 | ManagementAndGeneralAmt |
| Fundraising | $1,479 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953 | TotalAmt |
| Program Services | $707 | ProgramServicesAmt |
| Management And General | $112 | ManagementAndGeneralAmt |
| Fundraising | $134 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,728 | TotalAmt |
| Program Services | $4,076 | ProgramServicesAmt |
| Management And General | $504 | ManagementAndGeneralAmt |
| Fundraising | $148 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,103 | TotalAmt |
| Program Services | $3,277 | ProgramServicesAmt |
| Management And General | $5,574 | ManagementAndGeneralAmt |
| Fundraising | $252 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,550 | TotalAmt |
| Program Services | $1,998 | ProgramServicesAmt |
| Management And General | $3,398 | ManagementAndGeneralAmt |
| Fundraising | $154 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND PROJECT EXPENSES | $126,680 | $126,680 | ||
| EQUIPMENT RENTAL | $47,703 | $17,175 | $29,208 | $1,320 |
| DUES AND SUBSCRIPTIONS | $15,970 | $9,862 | $5,910 | $198 |
| FACILITIES | $3,046 | $3,046 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,321 | TotalAmt |
| Program Services | $2,321 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,117,026 | TotalAmt |
| Program Services | $3,539,165 | ProgramServicesAmt |
| Management And General | $520,907 | ManagementAndGeneralAmt |
| Fundraising | $56,954 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,446 | BOYAmt |
| EOY | $25,350 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,043 | BOYAmt |
| EOY | $291,698 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,810 | BOYAmt |
| EOY | $836,197 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,397 | BOYAmt |
| EOY | $10,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,449 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,556 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,373 | BOYAmt |
| EOY | $25,893 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,622,581 | BOYAmt |
| EOY | $90,570,233 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,651 | BOYAmt |
| EOY | $484,540 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,035,301 | BOYAmt |
| EOY | $92,244,712 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,232 | BOYAmt |
| EOY | $79,962 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,647,609 | BOYAmt |
| EOY | $35,149,339 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,200 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,856 | BOYAmt |
| EOY | $5,454 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,813,897 | BOYAmt |
| EOY | $35,234,755 | 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 | $631,324 | BOYAmt |
| EOY | $935,206 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,590,080 | BOYAmt |
| EOY | $56,074,751 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,221,404 | BOYAmt |
| EOY | $57,009,957 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,035,301 | BOYAmt |
| EOY | $92,244,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,138,020 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,519,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $130,889 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $11,609,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,579,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,432,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,583,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,995,330 | CurrentTaxYearAmt |
| Total | $33,200,668 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,609,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,579,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,432,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,583,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,995,330 | CurrentTaxYearAmt |
| Total | $33,200,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,509,331 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,691,337 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $559,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $892,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,397,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $925,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $923,613 | CurrentTaxYearAmt |
| Total | $4,698,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,899,180 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,188,927 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71750 | 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 | 155 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 96 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,681,843 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,618,371 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,012,279 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $768,465 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,734,181 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $23,705,145 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,289,377 | BeginningYearBalanceAmt |
| Contributions | $4,721,927 | ContributionsAmt |
| Investment Earnings Or Losses | $1,209,672 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,054,937 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $393,860 | AdministrativeExpensesAmt |
| End Year Balance | $35,772,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,921,744 | BeginningYearBalanceAmt |
| Contributions | $2,004,559 | ContributionsAmt |
| Investment Earnings Or Losses | $2,309,366 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $614,290 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $332,002 | AdministrativeExpensesAmt |
| End Year Balance | $31,289,377 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,461,913 | BeginningYearBalanceAmt |
| Contributions | $8,168,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,406,813 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $656,029 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $458,953 | AdministrativeExpensesAmt |
| End Year Balance | $27,921,744 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,556 | DepreciationAmt |
| Book Value | $25,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,893 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE | Desc |
| Amt | $5,454 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,454 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,796,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,519,644 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $130,889 | OtherRevenueAmt |
| Revenue Not Reported | $10,650,533 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,146,152 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $108,894 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $108,894 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,255,046 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,008,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,008,132 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $108,894 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $108,894 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,117,026 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, 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. |
| SCHEDULE D, PAGE 2, 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. |
| SCHEDULE D, PAGE 3, PART X | 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 BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYTZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020, 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. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF TRUST 130,889 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (91 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERY FFA | |||||||
| 555 MINNEAPOLIS AVENUE | AMERY | WI | 54005 | 396000675 | 501(C) | $6,028 | ANNUAL DISTRIBUTION |
| ARTREACH ST CROIX | |||||||
| 224 4TH STREET NORTH | STILLWATER | MN | 55082 | 411758837 | 501(C) | $8,500 | GENERAL OPERATING |
| ASSISTANCE & RESOURCE CENTER INC | |||||||
| PO BOX 223 | RIVER FALLS | WI | 54021 | 264035369 | 501(C) | $10,000 | GENERAL OPERATING |
| BAYFIELD COUNTY LAND & WATER CONS | |||||||
| PO BOX 126 | WASHBURN | WI | 54891 | 396005670 | 501(C) | $7,100 | MONITORING GAGE |
| BAYPORT PUBLIC LIBRARY | |||||||
| 582 NORTH 4TH STREET | BAYPORT | MN | 55003 | 416004958 | 501(C) | $10,000 | CAPITAL CAMPAIGN |
| BETHEL LUTHERAN CHURCH | |||||||
| 920 THIRD ST | HUDSON | WI | 54016 | 390963084 | 501(C) | $24,900 | GENERAL OPERATING |
| BLUES ON THE CHIPPEWA INC | |||||||
| PO BOX 125 | DURAND | WI | 54736 | 262517984 | 501(C) | $10,000 | COVID SUPPORT |
| CAN DO CANINES | |||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | 411594165 | 501(C) | $5,500 | GENERAL OPERATING |
| CANVAS HEALTH | |||||||
| 7066 STILLWATER BOULEVARD NO | OAKDALE | MN | 55128 | 410955577 | 501(C) | $16,672 | GENERAL OPERATING |
| CARPENTER ST CROIX VALLEY NATURE | |||||||
| 12805 ST CROIX TRAIL SOUTH | HASTINGS | MN | 55033 | 237275337 | 501(C) | $16,500 | GENERAL, CENTER |
| CENTER FOR INDEPENDENT LIVING | |||||||
| 2920 SCHNEIDER AVE SE | MENOMONIE | WI | 54751 | 391758740 | 501(C) | $8,000 | GENERAL OPERATING |
| CIMARRON COMMUNITY FARM LLC | |||||||
| 2633 DUPONT AVE S UNIT 3 | MINNEAPOLIS | MN | 55408 | 853820931 | 501(C) | $47,346 | STAFFING |
| CITY OF NEW RICHMOND | |||||||
| 156 EAST FIRST ST | NEW RICHMOND | WI | 54017 | 396005554 | 501(C) | $13,000 | DISC GOLF |
| COMMONBOND COMMUNITIES | |||||||
| 1080 MONTREAL AVE | ST PAUL | MN | 55116 | 411260469 | 501(C) | $10,500 | GENERAL OPERATING |
| COMMUNITY ACTION PATERNSHIP OF RAM | |||||||
| 450 SYNDICATE ST N SUITE 325 | ST PAUL | MN | 55104 | 410883443 | 501(C) | $25,000 | GENERAL OPERATING |
| COMMUNITY REFERRAL AGENCY INC | |||||||
| PO BOX 365 | MILLTOWN | WI | 54858 | 391368945 | 501(C) | $29,000 | GENERAL/HEALTH |
| COMMUNITY THREAD | |||||||
| 2300 WEST ORLEANS STREET | STILLWATER | MN | 55082 | 410967271 | 501(C) | $11,600 | GENERAL/BUS LOOP |
| COR RETREAT INC | |||||||
| PO BOX 1000 | HUDSON | WI | 54016 | 453977601 | 501(C) | $45,000 | GENERAL OPERATING |
| COURAGE KENNY FOUNDATION | |||||||
| 3915 GOLDEN VALLEY ROAD | GOLDEN VALLEY | MN | 55422 | 411952989 | 501(C) | $24,000 | GENERAL/MEISNER FUND |
| COURAGE KENNY REHABILITATION INST | |||||||
| 1460 CURVE CREST BLVD | STILLWATER | MN | 55082 | 411952989 | 501(C) | $139,554 | GENERAL OPERATING |
| DIVERSIFIED SERVICES INCORPORATED | |||||||
| 7649 TOWER ROAD | SIREN | WI | 54801 | 391606453 | 501(C) | $13,200 | GENERAL OPERATING |
| ENDEAVORS ADULT DEVELOPMENT CENTER | |||||||
| 101 150TH ST | BALSAM LAKE | WI | 54810 | 391101553 | 501(C) | $10,000 | GENERAL OPERATING |
| FAMILY RESOURCE CENTER ST CROIX | |||||||
| VALLEY 857 MAIN STREET | BALDWIN | WI | 54002 | 391943404 | 501(C) | $14,650 | GENERAL, HOME VISITS |
| FAMILYMEANS | |||||||
| 1875 NORTHWESTERN AVENUE SOUTH | STILLWATER | MN | 55082 | 416045574 | 501(C) | $26,963 | MENTAL HEALTH |
| FIRST COVENANT CHURCH | |||||||
| 1374 N MAIN ST | RIVER FALLS | WI | 54022 | 391419735 | 501(C) | $6,000 | GENERAL FUND |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1901 VINE STREET | HUDSON | WI | 54016 | 930846997 | 501(C) | $8,350 | GENERAL OPERATING |
| GREATER TWIN CITIES UNITED WAY | |||||||
| 404 S 8TH ST | MINNEAPOLIS | MN | 55404 | 411973442 | 501(C) | $25,000 | REBUILD BUSINESSES |
| HILL - MURRAY SCHOOL | |||||||
| 2625 LARPENTEUR AVE EAST | MAPLEWOOD | MN | 55109 | 410829754 | 501(C) | $30,000 | SCHOLARSHIP |
| HOPE FOR THE JOURNEY HOME | |||||||
| 8260 FOURTH ST NORTH | OAKDALE | MN | 55128 | 410807574 | 501(C) | $6,000 | BASIC NEEDS |
| HOPE LUTHERAN CHURCH | |||||||
| 3337 KINGSBARN AVENUE | RIVER FALLS | WI | 54022 | 721603482 | 501(C) | $5,855 | ANNUAL |
| HUDSON HOSPITAL FOUNDATION | |||||||
| 405 STAGELINE ROAD | HUDSON | WI | 54016 | 391279567 | 501(C) | $5,650 | ADDITION, HEALTH |
| HUGO GOOD NEIGHBORS FOOD SHELF | |||||||
| 15106 FRANCESCA AVENUE N | HUGO | MN | 55038 | 264627293 | 501(C) | $10,000 | BASIC NEEDS |
| INTERFAITH CAREGIVERS OF BURNETT CO | |||||||
| 7596 HAYDEN LAKE ROAD | DANBURY | WI | 54830 | 391928404 | 501(C) | $8,000 | BASIC NEEDS |
| INTERFAITH CAREGIVERS OF POLK CO | |||||||
| PO BOX 833 | SAINT CROIX FALLS | WI | 54024 | 391837906 | 501(C) | $16,804 | GENERAL/HEALTH |
| LAKES AND PINES COMMUNITY ACTION CO | |||||||
| 1700 MAPLE AVE | EAST MORA | MN | 55051 | 410900982 | 501(C) | $25,000 | BASIC NEEDS |
| LAKEVIEW HEALTH FOUNDATION | |||||||
| 927 CHURCHILL STREET | STILLWATER | MN | 55082 | 411386635 | 501(C) | $139,554 | GENERAL OPERATING |
| MOUNT CALVARY | |||||||
| 301 COUNTY ROAD 19 | EXCELSIOR | MN | 55331 | 410870777 | 501(C) | $12,000 | CAPITAL/GENERAL |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | 042103578 | 501(C) | $6,000 | GENERAL OPERATING |
| MT ZION LUTHERAN CHURCH | |||||||
| 505 13TH ST | HUDSON | WI | 54016 | 391457890 | 501(C) | $13,900 | CAPITAL/GENERAL |
| NEWTRAX INC | |||||||
| 3700 HWY61 N | WHITE BEAR LAKE | MN | 55110 | 274476087 | 501(C) | $26,125 | BASIC NEEDS |
| NORTH END COMMUNITY FOUNDATION | |||||||
| 1160 WOODBRIDGE | ST PAUL | MN | 55117 | 843707473 | 501(C) | $15,636 | OPERATING/GRANTS |
| NORTH WOODS AND WATERS | |||||||
| PO BOX 212 | TAYLOR FALLS | MN | 55084 | 821801174 | 501(C) | $10,621 | FUND |
| NORTHERN STAR COUNCILBSA | |||||||
| 6202 BLOOMINGTON ROAD | FORT SNELLING | MN | 55111 | 203000282 | 501(C) | $17,000 | GENERAL/FOS |
| OPERATION HELP | |||||||
| 901 4TH ST SUITE 214 | HUDSON | WI | 54016 | 391711703 | 501(C) | $29,582 | CLIENT ASSISTANCE |
| ORDWAY CENTER FOR THE PERFORMING | |||||||
| ARTS 345 WASHINGTON ST | ST PAUL | MN | 55102 | 411428998 | 501(C) | $6,000 | GENERAL OPERATING |
| OUR NEIGHBORS' PLACE | |||||||
| 122 WEST JOHNSON ST | RIVER FALLS | WI | 54022 | 352383155 | 501(C) | $13,655 | OUTREACH/GENERAL |
| PARKINSON'S FOUNDATION | |||||||
| 8085 WAYZATA BLVD SUITE 100 | GOLDEN VALLEY | MN | 55426 | 131866796 | 501(C) | $25,000 | FREE KITS |
| PRAYING PELICAN MISSIONS | |||||||
| 8011 34TH AVE S SUITE 333 | BLOOMINGTON | MN | 55425 | 300222202 | 501(C) | $60,000 | CONSTRUCTION |
| PRESBYTERIAN HOMES FOUNDATION | |||||||
| 2845 HAMLINE AVE N | ROSEVILLE | MN | 55113 | 411465334 | 501(C) | $5,200 | GENERAL SUPPORT |
| RESPECTACLE | |||||||
| 1719 TOWER DRIVE | STILLWATER | MN | 55082 | 452427833 | 501(C) | $8,102 | GENERAL OPERATING |
| RISE | |||||||
| 8406 SUNSET ROAD NE | SPRING LAKE PARK | MN | 55432 | 410972476 | 501(C) | $8,000 | MENTAL HEALTH |
| SALVATION ARMY GRACE PLACE | |||||||
| 505 W 8TH ST | NEW RICHMOND | WI | 54017 | 362167910 | 501(C) | $24,570 | GENERAL/HEALTH |
| SALVATION ARMY OF BURNETT COUNTY | |||||||
| 7764 W MAIN ST | SIREN | WI | 54872 | 362167910 | 501(C) | $10,000 | BASIC NEEDS |
| SALVATION ARMY PIERCE COUNTY EXT | |||||||
| 627 N GROVE ST | RIVER FALLS | WI | 54022 | 362167910 | 501(C) | $10,000 | BASIC NEEDS |
| SALVATION ARMY SERENITY HOME | |||||||
| 560 5TH STREET PO BOX 129 | CLEAR LAKE | WI | 54005 | 362167910 | 501(C) | $10,000 | BASIC NEEDS |
| SALVATION ARMYTWIN CITIES ADMIN | |||||||
| 2445 PRIOR AVE | ROSEVILLE | MN | 55113 | 410698597 | 501(C) | $27,000 | GENERAL OPERATING |
| SENITIZO | |||||||
| 2344 FOOTHILLS DR S | GOLDEN | CO | 80401 | 821555063 | 501(C) | $6,572 | GENERAL OPERATING |
| ST ANDREW'S COMMUNITY RESOURCE CTR | |||||||
| 900 STILLWATER ROAD | MAHTOMEDI | MN | 55115 | 410880458 | 501(C) | $17,000 | BASIC NEEDS |
| ST ANDREW'S LUTHERAN CHURCH | |||||||
| 900 STILLWATER ROAD | MAHTOMEDI | MN | 55115 | 410880458 | 501(C) | $29,500 | HOPE LIVES CAMPAIGN |
| ST CROIX FAMILY RESOURCE CENTER | |||||||
| PO BOX 73 | BAYPORT | MN | 55003 | 475032696 | 501(C) | $10,000 | GENERAL/HEALTH |
| ST CROIX FESTIVAL THEATRE | |||||||
| PO BOX 801 | ST CROIX FALLS | WI | 54024 | 391663518 | 501(C) | $8,712 | GENERAL OPERATING |
| ST CROIX VALLEY HABITAT FOR | |||||||
| HUMANITY 749 RYAN DRIVE HUDSON | HUDSON | WI | 54016 | 391857467 | 501(C) | $15,000 | BASIC NEEDS |
| ST JOHN'S UNITED CHURCH OF CHRIST | |||||||
| PO BOX 14 | LA POINTE | WI | 54850 | 237165228 | 501(C) | $12,000 | GENERAL/FOOD |
| ST JOHN'S UNITED CHURCH OF CHRIST | |||||||
| PO BOX 14 | LA POINTE | WI | 54850 | 237165228 | 501(C) | $7,000 | GENERAL/WOODS HALL |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 4557 COLFAX AVE S | MINNEAPOLIS | MN | 55419 | 410724047 | 501(C) | $6,500 | GENERAL/HAITI |
| ST MARY'S HEALTH CLINICS | |||||||
| 1884 RANDOLPH AVE | ST PAUL | MN | 55105 | 411760632 | 501(C) | $11,200 | BASIC NEEDS |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 1500 VINE STREET | HUDSON | WI | 54016 | 390806399 | 501(C) | $6,000 | CAPITAL/GENERAL |
| STEGER WILDNERNESS CENTER FOR INNOV | |||||||
| 3373 CEDAR LAKE RD PO BOX 785 | ELY | MN | 55731 | 464129997 | 501(C) | $12,000 | GENERAL OPERATING |
| STILLWATER AREA PUBLIC SCHOOLS 834 | |||||||
| 1875 S GREELEY ST | STILLWATER | MN | 55082 | 416008519 | 501(C) | $16,371 | HOUSING |
| STILLWATER PUBLIC LIBRARY | |||||||
| 224 THIRD ST N | STILLWATER | MN | 55082 | 416005566 | 501(C) | $10,329 | GENERAL OPERATING |
| STORYARK | |||||||
| 640 MAIN STREET N 34 | STILLWATER | MN | 55082 | 813780329 | 501(C) | $6,500 | STORYARK FESTIVAL |
| STRUTHER'S PARKINSON'S CARE NETWORK | |||||||
| 6701 COUNTRY CLUB DRIVE | GOLDEN VALLEY | MN | 55427 | 410132080 | 501(C) | $15,000 | TRAINING |
| THUG LIFE MINISTRY | |||||||
| 424 CHURCH HILL ROAD | SOMERSET | WI | 54025 | 461405282 | 501(C) | $6,100 | BASIC NEEDS |
| THE PHIPPS CENTER FOR THE ARTS | |||||||
| 109 LOCUST STREET | HUDSON | WI | 54016 | 391360778 | 501(C) | $15,250 | GENERAL/ENDOWMENT |
| THE ZEPHYR THEATRE | |||||||
| 601 N MAIN ST | STILLWATER | MN | 55082 | 811157243 | 501(C) | $10,050 | GENERAL/HEALTH |
| TOWN OF ALDEN CHARITABLE FUND | |||||||
| 183 155TH STREET | STAR PRAIRIE | WI | 54026 | 396005771 | 501(C) | $6,028 | ANNUAL |
| TRIO WOLF CREEK DISTANCE LEARNING | |||||||
| CHARTER 29678 KARMEL AVE | CHISAGO CITY | MN | 55013 | 030447156 | 501(C) | $5,051 | LEARNING/HEALTH |
| TUBMAN | |||||||
| 1725 MONASTERY WAY | MAPLEWOOD | MN | 55109 | 411240048 | 501(C) | $20,000 | WASHINGTON COUNTY |
| TURNINGPOINT FOR VICTIMS | |||||||
| 117 NORTH MAIN ST | RIVER FALLS | WI | 54022 | 391322995 | 501(C) | $23,950 | GENERAL/FAMILY NEEDS |
| UNITED WAY OF WASHINGTON COUNTY E | |||||||
| 1825 CURVE CREST BLVD | STILLWATER | MN | 55082 | 410855267 | 501(C) | $41,369 | GENERAL OPERATING |
| UNITED WAY ST CROIX VALLEY | |||||||
| 201 SECOND STREET SOUTH SUITE 300 | HUDSON | WI | 54016 | 391372545 | 501(C) | $51,923 | MENTAL HEALTH/ANNUAL |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| PO BOX 3429 | CHAMPAIGN | IL | 61826 | 376006007 | 501(C) | $6,000 | GENERAL OPERATING |
| UNIVERSITY OF ST THOMAS | |||||||
| 2115 SUMMIT AVENUE | ST PAUL | MN | 55105 | 410693970 | 501(C) | $70,053 | SCHOLARSHIP |
| VALLEY FRIENDSHIP CLUB | |||||||
| 5620 MEMORIAL AVE N SUITE C | STILLWATER | MN | 55082 | 272362329 | 501(C) | $6,000 | SOCIAL OPPORUNITIES |
| VALLEY OUTREACH | |||||||
| 1911 CURVE CREST BLVD W | STILLWATER | MN | 55082 | 411452973 | 501(C) | $12,265 | GENERAL OPERATING |
| WEST CAP | |||||||
| 525 2ND ST P O BOX 308 | GLEENWOOD | WI | 54013 | 391076125 | 501(C) | $54,850 | GENERAL/HEALTH |
| WESTERN WISCONSIN HEALTH FOUNDATION | |||||||
| 1100 BERGSLIEN ST | BALDWIN | WI | 54002 | 390808526 | 501(C) | $12,000 | GENERAL/WE CARE |
| WILD RIVERS CONSERVANCY | |||||||
| 230 SOUTH WASHINGTON ST UNIT 1 | ST CROIX FALLS | WI | 54024 | 263025933 | 501(C) | $77,925 | GENERAL OPERATING |
| WILD RIVERS HABITAT FOR HUMANITY | |||||||
| 1357 N RIVER STREET | SIREN | WI | 54801 | 391863020 | 501(C) | $20,000 | BASIC NEEDS |
| WORKFORCE RESOURCE INC | |||||||
| 401 TECHNOLOGY DRIVE | MENOMONIE | WI | 54751 | 391455735 | 501(C) | $9,950 | GENERAL/HEALTH |
| YMCA HUDSON | |||||||
| 2211 VINE ST | HUDSON | WI | 54016 | 452563299 | 501(C) | $55,607 | GENERAL OPERATING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 91 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,830,140 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $473,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE/APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | ALL STOCK DONATIONS ARE RECEIVED IN A 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) AND MARKETED BY THE LOCAL AFFILIATE BOARD MEMBERS DESIGNEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE ST. CROIX VALLEY COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY BY: ENCOURAGING CHARITABLE GIVING IN THE VALLEY - BUILDING PERMANENT FUNDS THAT WILL PROVIDE RESOURCES FOR THE NEEDS OF TODAY AND TOMORROW. CONNECTING PEOPLE AND PROGRAMS - BRINGING TOGETHER PEOPLES CHARITABLE INTERESTS AND THE FUNDING NEEDS TO PROGRAMS AND ORGANIZATIONS. ENCOURAGING COLLABORATION - FORMING PARTNERSHIPS AND PROVIDING SERVANT LEADERSHIP THROUGH PROGRAMS THAT ENHANCE THE QUALITY OF LIFE IN OUR REGION'S DISTINCT COMMUNITIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 RETURN IS PRESENTED TO THE BOARD OF DIRECTORS AND OUR TREASURER. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A | THE FOUNDATION BOARD PERIODICALLY REVIEWS THE JOB DESCRIPTION OF THE PRESIDENT AND EVALUATES HIS/HER PERFORMANCE ON A REGULAR BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION OF THE PRESIDENT IS SET AND APPROVED BY THE FULL BOARD, THE EXECUTIVE OR THE AUDIT COMMITTEE. NO BOARD OR COMMITTEE MEMBERS WILL TAKE PART IN SETTING THE COMPENSATION OF THE PRESIDENT IF THEY HAVE ANY CONFLICT OF INTEREST. THE PRESIDENT WILL NOT BE PRESENT DURING THE DISCUSSION OF THE COMPENSATION. THE RESPONSIBLE COMMITTEE WILL REPORT FULLY TO THE ENTIRE BOARD. THE EXECESS BENEFIT TRANSACTION RULES (I.E. BASING THE DECISION ON COMPARABLE DATA READILY AVAILABLE TO THE BOARD COMITTEE AND RECORDING THE PROCESS AND DECISIONS IN THE MINUTES), CREATE A PRESUMPTION OF REASONABLENESS FOR COMPENSATION. THE RESPONSIBLE COMMITTEE MAY USE COMPENSATION SURVEYS BY INDEPENDENT CONSULTANTS, COMPENSATION PACKAGES OFFERED AT SIMILARLY SIZED FOUNDATIONS, AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PRESIDENT. THE RESPONSIBLE COMMITTEE WILL DOCUMENT THE BASIS FOR ITS DETERMINATIONS OF THE COMPENSATION PACKAGE, WITH THE IMPLEMENTATION OF THE DETERMINATION (WITHIN 60 DAYS OF THE DECISION, OR THE NEXT MEETING OF THE FULL BOARD OF DIRECTORS, WHICHEVER IS LATER). THE DOCUMENTATION WILL INCLUDE: -THE TERMS OF THE TRANSACTIONS AND THE DATE IT WAS APPROVED. -THE MEMEBERS 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 OF THE COMPENSATION PACKAGE. |
| FORM 990, PAGE 6, PART VI, 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 TRUST 130,889 |
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 | PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $407,319 | TotalIncomeAmt |
| End Of Year Assets | $13,818 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PART VII | BusinessNameLine1Txt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART I (B) - PRIMARY ACTIVITY - TO ACCEPT AND SELL DONATIONS OF REAL PROPERTY FOR THE FOUNDATION SCHEDULE R, PART I (F) - DIRECT CONTROLLING ENTITY - ST. CROIX VALLEY FOUNDATION | ExplanationTxt |