2022-03-10T12:54:36-06:00 2021-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE MN 55128 990 2020-07-01 411817315 ST CROIX VALLEY FOUNDATION STCR 7153869490 516 SECOND STREET SUITE 214 HUDSON WI 54016 HEATHER LOGELIN PRESIDENT 7153869490 2022-02-21 true HEATHER LOGELIN 999009999 GEORGIA AKINS P00950359 6516363806 2022-03-10 2020 2022-09-23 18:48:47Z HEATHER LOGELIN HEATHER LOGELIN 516 SECOND STREET SUITE 214 HUDSON WI 54016 24542569 false X WWW.SCVFOUNDATION.ORG X 1995 MN 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. 17 17 9 180 0 5583427 5995330 208533 229985 1053119 2030035 -1462 -304 6843617 8255046 3808983 3103454 0 583971 595181 72000 0 56954 499002 418391 4963956 4117026 1879661 4138020 70035301 92244712 27813897 35234755 42221404 57009957 X 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. false false 3181039 3103454 GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APROXIMATELY 1,040 GRANTS WERE GIVEN IN FISCAL YEAR 2021. 279464 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. 78662 229985 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. 3539165 true true false false false true false false true true true false false false true true true false false false false false false false false false false true false false false false false false false false false false true false false false true false false false false true 17 0 true 9 true false false false false false true true true 1 false false false false false false false false X 17 17 false false false false false false false true true false true true true true true true true true true true false WI MN X X EMILY LOWNSBURY 7153869490 516 SECOND STREET SUITE 214 HUDSON WI 54016 HEATHER LOGELIN HEATHER LOGELIN PRESIDENT 40.00 X 111693 0 16006 KATRINA LARSEN CHAIR 10.00 X X 0 0 0 JIM ELLIS VICE CHAIR/S 10.00 X X 0 0 0 DENNIS DUERST TREASURER 2.00 X X 0 0 0 SUE GERLACH BOARD MEMBER 2.00 X 0 0 0 STEVE SCHROEDER BOARD MEMBER 2.00 X 0 0 0 MATT THUESEN BOARD MEMBER 2.00 X 0 0 0 JUDY FREUND BOARD MEMBER 2.00 X 0 0 0 GARY KELSEY BOARD MEMBER 2.00 X 0 0 0 MIKE PEPIN BOARD MEMBER 2.00 X 0 0 0 BUCK MALICK BOARD MEMBER 2.00 X 0 0 0 MARSHA SHOTLEY BOARD MEMBER 2.00 X 0 0 0 CHARLIE WIKELIUS BOARD MEMBER 2.00 X 0 0 0 MICHELLE BREDAHL BOARD MEMBER 2.00 X 0 0 0 JESSICA EHRLICHMANN BOARD MEMBER 2.00 X 0 0 0 DAN HOOLIHAN BOARD MEMBER 2.00 X 0 0 0 SCOTT SODERBERG BOARD MEMBER 2.00 X 0 0 0 MARY ELLEN VIETOR BOARD MEMBER 2.00 X 0 0 0 111693 16006 1 false false false 7414 82200 5905716 2303140 5995330 ADMINISTRATIVE CHARGES 525990 229985 229985 229985 923613 923613 16965647 425000 15793544 490681 1172103 -65681 1106422 1106422 2994 7414 3298 -304 8255046 229985 2030035 3103454 3103454 152356 64859 68960 18537 348168 137093 189122 21953 17171 8027 8947 197 39543 14368 21765 3410 37943 15284 19634 3025 12772 12772 108894 108894 2225 2225 13494 6456 1173 5865 11522 4291 6949 282 53430 19237 32714 1479 953 707 112 134 4728 4076 504 148 9103 3277 5574 252 5550 1998 3398 154 FUND PROJECT EXPENSES 126680 126680 EQUIPMENT RENTAL 47703 17175 29208 1320 DUES AND SUBSCRIPTIONS 15970 9862 5910 198 FACILITIES 3046 3046 2321 2321 4117026 3539165 520907 56954 49446 25350 294043 291698 685810 836197 17397 10801 96449 70556 12373 25893 68622581 90570233 353651 484540 70035301 92244712 76232 79962 27647609 35149339 82200 7856 5454 27813897 35234755 X 631324 935206 41590080 56074751 42221404 57009957 70035301 92244712 X 4138020 10519644 130889 X false true X true false X 11609788 3579919 6432204 5583427 5995330 33200668 11609788 3579919 6432204 5583427 5995330 33200668 5509331 27691337 559548 892976 1397205 925170 923613 4698512 37899180 1188927 0.73070 0.71750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155 96 2681843 1618371 1012279 768465 14734181 23705145 true true false true X 36674453 2781941 11934428 1396551 471658 49522613 35772179 2178967 214114 1072629 418178 36674453 31289377 4721927 1209672 1054937 393860 35772179 27921744 2004559 2309366 614290 332002 31289377 18461913 8168000 2406813 656029 458953 27921744 0.00640 0.71150 0.28210 true false 96449 70556 25893 25893 CAPITAL LEASE 5454 5454 X 18796685 10519644 130889 10650533 8146152 108894 108894 8255046 4008132 4008132 108894 108894 4117026 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 true AMERY FFA 555 MINNEAPOLIS AVENUE AMERY WI 54005 396000675 501(C) 6028 ANNUAL DISTRIBUTION ARTREACH ST CROIX 224 4TH STREET NORTH STILLWATER MN 55082 411758837 501(C) 8500 GENERAL OPERATING ASSISTANCE & RESOURCE CENTER INC PO BOX 223 RIVER FALLS WI 54021 264035369 501(C) 10000 GENERAL OPERATING BAYFIELD COUNTY LAND & WATER CONS PO BOX 126 WASHBURN WI 54891 396005670 501(C) 7100 MONITORING GAGE BAYPORT PUBLIC LIBRARY 582 NORTH 4TH STREET BAYPORT MN 55003 416004958 501(C) 10000 CAPITAL CAMPAIGN BETHEL LUTHERAN CHURCH 920 THIRD ST HUDSON WI 54016 390963084 501(C) 24900 GENERAL OPERATING BLUES ON THE CHIPPEWA INC PO BOX 125 DURAND WI 54736 262517984 501(C) 10000 COVID SUPPORT CAN DO CANINES 9440 SCIENCE CENTER DRIVE NEW HOPE MN 55428 411594165 501(C) 5500 GENERAL OPERATING CANVAS HEALTH 7066 STILLWATER BOULEVARD NO OAKDALE MN 55128 410955577 501(C) 16672 GENERAL OPERATING CARPENTER ST CROIX VALLEY NATURE 12805 ST CROIX TRAIL SOUTH HASTINGS MN 55033 237275337 501(C) 16500 GENERAL, CENTER CENTER FOR INDEPENDENT LIVING 2920 SCHNEIDER AVE SE MENOMONIE WI 54751 391758740 501(C) 8000 GENERAL OPERATING CIMARRON COMMUNITY FARM LLC 2633 DUPONT AVE S UNIT 3 MINNEAPOLIS MN 55408 853820931 501(C) 47346 STAFFING CITY OF NEW RICHMOND 156 EAST FIRST ST NEW RICHMOND WI 54017 396005554 501(C) 13000 DISC GOLF COMMONBOND COMMUNITIES 1080 MONTREAL AVE ST PAUL MN 55116 411260469 501(C) 10500 GENERAL OPERATING COMMUNITY ACTION PATERNSHIP OF RAM 450 SYNDICATE ST N SUITE 325 ST PAUL MN 55104 410883443 501(C) 25000 GENERAL OPERATING COMMUNITY REFERRAL AGENCY INC PO BOX 365 MILLTOWN WI 54858 391368945 501(C) 29000 GENERAL/HEALTH COMMUNITY THREAD 2300 WEST ORLEANS STREET STILLWATER MN 55082 410967271 501(C) 11600 GENERAL/BUS LOOP COR RETREAT INC PO BOX 1000 HUDSON WI 54016 453977601 501(C) 45000 GENERAL OPERATING COURAGE KENNY FOUNDATION 3915 GOLDEN VALLEY ROAD GOLDEN VALLEY MN 55422 411952989 501(C) 24000 GENERAL/MEISNER FUND COURAGE KENNY REHABILITATION INST 1460 CURVE CREST BLVD STILLWATER MN 55082 411952989 501(C) 139554 GENERAL OPERATING DIVERSIFIED SERVICES INCORPORATED 7649 TOWER ROAD SIREN WI 54801 391606453 501(C) 13200 GENERAL OPERATING ENDEAVORS ADULT DEVELOPMENT CENTER 101 150TH ST BALSAM LAKE WI 54810 391101553 501(C) 10000 GENERAL OPERATING FAMILY RESOURCE CENTER ST CROIX VALLEY 857 MAIN STREET BALDWIN WI 54002 391943404 501(C) 14650 GENERAL, HOME VISITS FAMILYMEANS 1875 NORTHWESTERN AVENUE SOUTH STILLWATER MN 55082 416045574 501(C) 26963 MENTAL HEALTH FIRST COVENANT CHURCH 1374 N MAIN ST RIVER FALLS WI 54022 391419735 501(C) 6000 GENERAL FUND FIRST PRESBYTERIAN CHURCH 1901 VINE STREET HUDSON WI 54016 930846997 501(C) 8350 GENERAL OPERATING GREATER TWIN CITIES UNITED WAY 404 S 8TH ST MINNEAPOLIS MN 55404 411973442 501(C) 25000 REBUILD BUSINESSES HILL - MURRAY SCHOOL 2625 LARPENTEUR AVE EAST MAPLEWOOD MN 55109 410829754 501(C) 30000 SCHOLARSHIP HOPE FOR THE JOURNEY HOME 8260 FOURTH ST NORTH OAKDALE MN 55128 410807574 501(C) 6000 BASIC NEEDS HOPE LUTHERAN CHURCH 3337 KINGSBARN AVENUE RIVER FALLS WI 54022 721603482 501(C) 5855 ANNUAL HUDSON HOSPITAL FOUNDATION 405 STAGELINE ROAD HUDSON WI 54016 391279567 501(C) 5650 ADDITION, HEALTH HUGO GOOD NEIGHBORS FOOD SHELF 15106 FRANCESCA AVENUE N HUGO MN 55038 264627293 501(C) 10000 BASIC NEEDS INTERFAITH CAREGIVERS OF BURNETT CO 7596 HAYDEN LAKE ROAD DANBURY WI 54830 391928404 501(C) 8000 BASIC NEEDS INTERFAITH CAREGIVERS OF POLK CO PO BOX 833 SAINT CROIX FALLS WI 54024 391837906 501(C) 16804 GENERAL/HEALTH LAKES AND PINES COMMUNITY ACTION CO 1700 MAPLE AVE EAST MORA MN 55051 410900982 501(C) 25000 BASIC NEEDS LAKEVIEW HEALTH FOUNDATION 927 CHURCHILL STREET STILLWATER MN 55082 411386635 501(C) 139554 GENERAL OPERATING MOUNT CALVARY 301 COUNTY ROAD 19 EXCELSIOR MN 55331 410870777 501(C) 12000 CAPITAL/GENERAL MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 042103578 501(C) 6000 GENERAL OPERATING MT ZION LUTHERAN CHURCH 505 13TH ST HUDSON WI 54016 391457890 501(C) 13900 CAPITAL/GENERAL NEWTRAX INC 3700 HWY61 N WHITE BEAR LAKE MN 55110 274476087 501(C) 26125 BASIC NEEDS NORTH END COMMUNITY FOUNDATION 1160 WOODBRIDGE ST PAUL MN 55117 843707473 501(C) 15636 OPERATING/GRANTS NORTH WOODS AND WATERS PO BOX 212 TAYLOR FALLS MN 55084 821801174 501(C) 10621 FUND NORTHERN STAR COUNCILBSA 6202 BLOOMINGTON ROAD FORT SNELLING MN 55111 203000282 501(C) 17000 GENERAL/FOS OPERATION HELP 901 4TH ST SUITE 214 HUDSON WI 54016 391711703 501(C) 29582 CLIENT ASSISTANCE ORDWAY CENTER FOR THE PERFORMING ARTS 345 WASHINGTON ST ST PAUL MN 55102 411428998 501(C) 6000 GENERAL OPERATING OUR NEIGHBORS' PLACE 122 WEST JOHNSON ST RIVER FALLS WI 54022 352383155 501(C) 13655 OUTREACH/GENERAL PARKINSON'S FOUNDATION 8085 WAYZATA BLVD SUITE 100 GOLDEN VALLEY MN 55426 131866796 501(C) 25000 FREE KITS PRAYING PELICAN MISSIONS 8011 34TH AVE S SUITE 333 BLOOMINGTON MN 55425 300222202 501(C) 60000 CONSTRUCTION PRESBYTERIAN HOMES FOUNDATION 2845 HAMLINE AVE N ROSEVILLE MN 55113 411465334 501(C) 5200 GENERAL SUPPORT RESPECTACLE 1719 TOWER DRIVE STILLWATER MN 55082 452427833 501(C) 8102 GENERAL OPERATING RISE 8406 SUNSET ROAD NE SPRING LAKE PARK MN 55432 410972476 501(C) 8000 MENTAL HEALTH SALVATION ARMY GRACE PLACE 505 W 8TH ST NEW RICHMOND WI 54017 362167910 501(C) 24570 GENERAL/HEALTH SALVATION ARMY OF BURNETT COUNTY 7764 W MAIN ST SIREN WI 54872 362167910 501(C) 10000 BASIC NEEDS SALVATION ARMY PIERCE COUNTY EXT 627 N GROVE ST RIVER FALLS WI 54022 362167910 501(C) 10000 BASIC NEEDS SALVATION ARMY SERENITY HOME 560 5TH STREET PO BOX 129 CLEAR LAKE WI 54005 362167910 501(C) 10000 BASIC NEEDS SALVATION ARMYTWIN CITIES ADMIN 2445 PRIOR AVE ROSEVILLE MN 55113 410698597 501(C) 27000 GENERAL OPERATING SENITIZO 2344 FOOTHILLS DR S GOLDEN CO 80401 821555063 501(C) 6572 GENERAL OPERATING ST ANDREW'S COMMUNITY RESOURCE CTR 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C) 17000 BASIC NEEDS ST ANDREW'S LUTHERAN CHURCH 900 STILLWATER ROAD MAHTOMEDI MN 55115 410880458 501(C) 29500 HOPE LIVES CAMPAIGN ST CROIX FAMILY RESOURCE CENTER PO BOX 73 BAYPORT MN 55003 475032696 501(C) 10000 GENERAL/HEALTH ST CROIX FESTIVAL THEATRE PO BOX 801 ST CROIX FALLS WI 54024 391663518 501(C) 8712 GENERAL OPERATING ST CROIX VALLEY HABITAT FOR HUMANITY 749 RYAN DRIVE HUDSON HUDSON WI 54016 391857467 501(C) 15000 BASIC NEEDS ST JOHN'S UNITED CHURCH OF CHRIST PO BOX 14 LA POINTE WI 54850 237165228 501(C) 12000 GENERAL/FOOD ST JOHN'S UNITED CHURCH OF CHRIST PO BOX 14 LA POINTE WI 54850 237165228 501(C) 7000 GENERAL/WOODS HALL ST LUKE'S EPISCOPAL CHURCH 4557 COLFAX AVE S MINNEAPOLIS MN 55419 410724047 501(C) 6500 GENERAL/HAITI ST MARY'S HEALTH CLINICS 1884 RANDOLPH AVE ST PAUL MN 55105 411760632 501(C) 11200 BASIC NEEDS ST PATRICK CATHOLIC CHURCH 1500 VINE STREET HUDSON WI 54016 390806399 501(C) 6000 CAPITAL/GENERAL STEGER WILDNERNESS CENTER FOR INNOV 3373 CEDAR LAKE RD PO BOX 785 ELY MN 55731 464129997 501(C) 12000 GENERAL OPERATING STILLWATER AREA PUBLIC SCHOOLS 834 1875 S GREELEY ST STILLWATER MN 55082 416008519 501(C) 16371 HOUSING STILLWATER PUBLIC LIBRARY 224 THIRD ST N STILLWATER MN 55082 416005566 501(C) 10329 GENERAL OPERATING STORYARK 640 MAIN STREET N 34 STILLWATER MN 55082 813780329 501(C) 6500 STORYARK FESTIVAL STRUTHER'S PARKINSON'S CARE NETWORK 6701 COUNTRY CLUB DRIVE GOLDEN VALLEY MN 55427 410132080 501(C) 15000 TRAINING THUG LIFE MINISTRY 424 CHURCH HILL ROAD SOMERSET WI 54025 461405282 501(C) 6100 BASIC NEEDS THE PHIPPS CENTER FOR THE ARTS 109 LOCUST STREET HUDSON WI 54016 391360778 501(C) 15250 GENERAL/ENDOWMENT THE ZEPHYR THEATRE 601 N MAIN ST STILLWATER MN 55082 811157243 501(C) 10050 GENERAL/HEALTH TOWN OF ALDEN CHARITABLE FUND 183 155TH STREET STAR PRAIRIE WI 54026 396005771 501(C) 6028 ANNUAL TRIO WOLF CREEK DISTANCE LEARNING CHARTER 29678 KARMEL AVE CHISAGO CITY MN 55013 030447156 501(C) 5051 LEARNING/HEALTH TUBMAN 1725 MONASTERY WAY MAPLEWOOD MN 55109 411240048 501(C) 20000 WASHINGTON COUNTY TURNINGPOINT FOR VICTIMS 117 NORTH MAIN ST RIVER FALLS WI 54022 391322995 501(C) 23950 GENERAL/FAMILY NEEDS UNITED WAY OF WASHINGTON COUNTY E 1825 CURVE CREST BLVD STILLWATER MN 55082 410855267 501(C) 41369 GENERAL OPERATING UNITED WAY ST CROIX VALLEY 201 SECOND STREET SOUTH SUITE 300 HUDSON WI 54016 391372545 501(C) 51923 MENTAL HEALTH/ANNUAL UNIVERSITY OF ILLINOIS FOUNDATION PO BOX 3429 CHAMPAIGN IL 61826 376006007 501(C) 6000 GENERAL OPERATING UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE ST PAUL MN 55105 410693970 501(C) 70053 SCHOLARSHIP VALLEY FRIENDSHIP CLUB 5620 MEMORIAL AVE N SUITE C STILLWATER MN 55082 272362329 501(C) 6000 SOCIAL OPPORUNITIES VALLEY OUTREACH 1911 CURVE CREST BLVD W STILLWATER MN 55082 411452973 501(C) 12265 GENERAL OPERATING WEST CAP 525 2ND ST P O BOX 308 GLEENWOOD WI 54013 391076125 501(C) 54850 GENERAL/HEALTH WESTERN WISCONSIN HEALTH FOUNDATION 1100 BERGSLIEN ST BALDWIN WI 54002 390808526 501(C) 12000 GENERAL/WE CARE WILD RIVERS CONSERVANCY 230 SOUTH WASHINGTON ST UNIT 1 ST CROIX FALLS WI 54024 263025933 501(C) 77925 GENERAL OPERATING WILD RIVERS HABITAT FOR HUMANITY 1357 N RIVER STREET SIREN WI 54801 391863020 501(C) 20000 BASIC NEEDS WORKFORCE RESOURCE INC 401 TECHNOLOGY DRIVE MENOMONIE WI 54751 391455735 501(C) 9950 GENERAL/HEALTH YMCA HUDSON 2211 VINE ST HUDSON WI 54016 452563299 501(C) 55607 GENERAL OPERATING 91 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X 34 1830140 AVERAGE HIGH/LOW PRICE X 1 473000 FAIR VALUE/APPRAISAL false true true SCHEDULE M, PAGE 1, PART I, LINE 32B 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. 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 SCVF HOLDINGS LLC 516 2ND STREET SUITE 214 HUDSON WI 54016 464871208 PART VII WI 407319 13818 PART VII SCHEDULE R 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