UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC (EIN 39-1372545)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-01
- IRS object ID
- 202232139349300538
- 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 | 2022-08-01T17:41:17-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391628949 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON BLOCK & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 6TH STREET NORTH | AddressLine1Txt |
| City | LA CROSSE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391372545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY ST CROIX VALLEY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7153770203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SECOND ST SOUTH SUITE 300 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD SHERMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7153770203 | PhoneNum |
| Signature | 2022-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | SHERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE LEONARD CPA | PreparerPersonNm |
| PTIN | P00583499 | PTIN |
| Phone | 6087841890 | PhoneNum |
| Preparation | 2022-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSH LINDSETH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SECOND ST SOUTH SUITE 300 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $996,364 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYSTCROIX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY ST. CROIX VALLEY, INC. IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS UPLIFTING PEOPLE BY BUILDING RELATIONSHIPS, CONNECTING RESOURCES, AND UNITING THE ST. CROIX VALLEY COMMUNITIES. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 396 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,698,404 | PYContributionsGrantsAmt |
| CY Contributions Grants | $858,360 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,642 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,057 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,115 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,804 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,110 | PYOtherRevenueAmt |
| CY Other Revenue | $62,239 | CYOtherRevenueAmt |
| PY Total Revenue | $1,718,271 | PYTotalRevenueAmt |
| CY Total Revenue | $935,460 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $190,888 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $506,630 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $329,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $314,469 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $139,553 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $963,187 | PYOtherExpensesAmt |
| CY Other Expenses | $271,006 | CYOtherExpensesAmt |
| PY Total Expenses | $1,483,788 | PYTotalExpensesAmt |
| CY Total Expenses | $1,092,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $234,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$156,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $774,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $536,626 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $220,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119,182 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $553,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $417,444 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY ST. CROIX VALLEY, INC. IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS UPLIFTING PEOPLE BY BUILDING RELATIONSHIPS, CONNECTING RESOURCES, AND UNITING THE ST. CROIX VALLEY COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $785,392 | ExpenseAmt |
| Grant | $506,630 | GrantAmt |
| Desc | CHARITABLE DISTRIBUTIONS MADE TO LOCAL NOT-FOR-PROFIT ORGANIZATIONS PROVIDING PROGRAMS AND SERVICES THAT: MEET BASIC AND EMERGENCY NEEDS, STRENGTHEN CHILDREN AND FAMILIES AND PROMOTE HEALTH AND INDEPENDENCE IN ORDER TO IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS IN OUR SERVICE AREA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,764 | ExpenseAmt |
| Desc | COMMUNITY IMPACT PROGRAMS INCLUDING SUCCESS BY SIX INITIATIVE, MENTAL HEALTH, GIVEBIG INITIATIVE, AND 211. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $817,156 | 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 | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | false | LocalChaptersInd |
| 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 | false | 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 | JOSH LINDSETH | PersonNm |
| Phone | 7153770203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SECOND ST SOUTH SUITE 300 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| ANN SEARLES | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $83,246 | $0 | $0 | |
| LISA MURPHY | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $38,991 | $0 | $0 | |
| JAMES DAHL | ||||||
| DIRECTOR - E | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JULIE DUBOIS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| AMY GRESKE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL GRUENES | ||||||
| VICE-PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREA JORGENSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOSH LINDSETH | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN MCALPINE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CAROLINE NELSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARC RUSKA | ||||||
| PAST PRESIDE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANN SCHILLING | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WARREN SCHNEIDER | ||||||
| DIRECTOR - E | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TODD SHERMAN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN SNELL | ||||||
| DIRECTOR - E | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KAYDI SOBOTKKA | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,237 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $61,337 | GovernmentGrantsAmt |
| All Other Contributions | $797,023 | AllOtherContributionsAmt |
| Total Contributions | $858,360 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Total Revenue Column | $10,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,057 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,057 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $990 | TotalRevenueColumnAmt |
| Exclusion | $990 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,718 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,361 | SecuritiesAmt |
| Other | $3,543 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,357 | SecuritiesAmt |
| Other | -$3,543 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,814 | TotalRevenueColumnAmt |
| Exclusion | $3,814 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| FISCAL AGENCY INCOME | $58,958 | $58,958 |
| MISCELLANEOUS REVENUE | $3,281 | $3,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $62,239 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $935,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,296 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,804 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,630 | TotalAmt |
| Program Services | $506,630 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,713 | TotalAmt |
| Program Services | $23,697 | ProgramServicesAmt |
| Management And General | $44,942 | ManagementAndGeneralAmt |
| Fundraising | $13,074 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,380 | TotalAmt |
| Program Services | $98,664 | ProgramServicesAmt |
| Management And General | $19,020 | ManagementAndGeneralAmt |
| Fundraising | $78,696 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,052 | TotalAmt |
| Program Services | $3,103 | ProgramServicesAmt |
| Management And General | $1,622 | ManagementAndGeneralAmt |
| Fundraising | $2,327 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,617 | TotalAmt |
| Program Services | $2,911 | ProgramServicesAmt |
| Management And General | $1,522 | ManagementAndGeneralAmt |
| Fundraising | $2,184 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,707 | TotalAmt |
| Program Services | $9,991 | ProgramServicesAmt |
| Management And General | $5,222 | ManagementAndGeneralAmt |
| Fundraising | $7,494 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,379 | TotalAmt |
| Management And General | $31,379 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,164 | TotalAmt |
| Fundraising | $7,164 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,422 | TotalAmt |
| Program Services | $3,456 | ProgramServicesAmt |
| Management And General | $1,388 | ManagementAndGeneralAmt |
| Fundraising | $5,578 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,850 | TotalAmt |
| Program Services | $7,853 | ProgramServicesAmt |
| Management And General | $4,106 | ManagementAndGeneralAmt |
| Fundraising | $5,891 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,973 | TotalAmt |
| Program Services | $14,508 | ProgramServicesAmt |
| Management And General | $7,584 | ManagementAndGeneralAmt |
| Fundraising | $10,881 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331 | TotalAmt |
| Program Services | $586 | ProgramServicesAmt |
| Management And General | $306 | ManagementAndGeneralAmt |
| Fundraising | $439 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,628 | TotalAmt |
| Program Services | $2,037 | ProgramServicesAmt |
| Management And General | $1,064 | ManagementAndGeneralAmt |
| Fundraising | $1,527 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FISCAL AGENCY EXPENSES | $106,348 | $106,348 | ||
| COMMUNITY IMPACT PROGRAMS | $31,764 | $31,764 | ||
| DUES AND MEMBERSHIPS | $16,896 | $16,896 | ||
| MISCELLANEOUS | $6,563 | $5,608 | $295 | $660 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,638 | TotalAmt |
| Fundraising | $3,638 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,105 | TotalAmt |
| Program Services | $817,156 | ProgramServicesAmt |
| Management And General | $135,396 | ManagementAndGeneralAmt |
| Fundraising | $139,553 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,944 | BOYAmt |
| EOY | $134,905 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,605 | BOYAmt |
| EOY | $112,136 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,718 | BOYAmt |
| EOY | $85,839 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,003 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,114 | BOYAmt |
| EOY | $3,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,496 | BOYAmt |
| EOY | $2,325 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,668 | BOYAmt |
| EOY | $79,382 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,586 | BOYAmt |
| EOY | $118,837 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,134 | BOYAmt |
| EOY | $536,626 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,286 | BOYAmt |
| EOY | $28,202 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,093 | BOYAmt |
| EOY | $90,980 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,337 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,716 | BOYAmt |
| EOY | $119,182 | 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 | $312,515 | BOYAmt |
| EOY | $276,299 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,903 | BOYAmt |
| EOY | $141,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,418 | BOYAmt |
| EOY | $417,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,134 | BOYAmt |
| EOY | $536,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$156,645 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,524 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $18,147 | 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 | $1,207,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,010,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,275,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,698,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,360 | CurrentTaxYearAmt |
| Total | $6,049,777 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,207,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,010,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,275,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,698,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,360 | CurrentTaxYearAmt |
| Total | $6,049,777 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $208,852 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,840,925 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $990 | CurrentTaxYearAmt |
| Total | $8,754 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $111,822 | CurrentTaxYearMinus3YearsAmt |
| Total | $111,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,170,353 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $128,789 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 111,822 | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,470 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,145 | DepreciationAmt |
| Book Value | $2,325 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,325 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERP TRUST | Desc |
| Book Value | $118,837 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $118,837 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $956,131 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,524 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $18,147 | OtherRevenueAmt |
| Revenue Not Reported | $20,671 | RevenueNotReportedAmt |
| Revenue Subtotal | $935,460 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $935,460 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,092,105 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,092,105 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,092,105 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | IN ACCORDANCE WITH PROFESSIONAL STANDARDS, THE ORGANIZATION FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE ORGANIZATIONS TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN BENEFICIAL INTEREST 18,147 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| FAMILY RESOURCE CENTER ST CROIX VA | ||||||||||
| 857 MAIN STREET PO BOX 2087 | BALDWIN | WI | 54002 | 391943404 | 501C3 | $10,000 | PARENT EDUCATION AND | |||
| FREE CLINIC OF PIERCE AND ST CROIX | ||||||||||
| PO BOX 745 | RIVER FALLS | WI | 54022 | 205892220 | 501C3 | $14,000 | FREE MEDICAL CARE AN | |||
| OPERATION HELP | ||||||||||
| PO BOX 1134 | HUDSON | WI | 54016 | 391711703 | 501C3 | $13,500 | EMERGENCY ASSISTANCE | |||
| ST CROIX COUNTY ADRC - SENIOR CTR | ||||||||||
| 1752 DORSET LANE | NEW RICHMOND | WI | 54017 | 391807190 | 501C3 | $5,500 | SENIOR CENTER PROGRA | |||
| TURNINGPOINT FOR VICTIMS OF DOMESTI | ||||||||||
| 117 NORTH MAIN STREET | RIVER FALLS | WI | 54022 | 362167910 | 501C3 | $15,000 | DOMESTIC SEXUAL VIOL | |||
| WEST CAP | ||||||||||
| PO BOX 308 | GLENWOOD CITY | WI | 54013 | 391076125 | 501C3 | $5,500 | HOMELESS PREVENTION | |||
| ST CROIX VALLEY FOOD BANK | ||||||||||
| 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | 852550542 | 501C3 | $24,204 | START-UP ASSETS | $305,615 | FMV | PROPERTY & INV |
| ASSISTANCE & RESOURCE CENTER | ||||||||||
| PO BOX 223 | RIVER FALLS | WI | 54022 | 264035369 | 501C3 | $6,000 | EMERGENCY ASSISTANCE | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (5 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| ST CROIX VALLEY FOOD BANK INC | |||||||||
| CASH AND RECEIVABLES | 2020-10-01 | $82,624 | CASH | 852550542 | 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | 501C3 |
| ST CROIX VALLEY FOOD BANK INC | |||||||||
| INVENTORIES | 2020-10-01 | $39,002 | FMV | 852550542 | 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | 501C3 |
| ST CROIX VALLEY FOOD BANK INC | |||||||||
| INVESTMENTS - BIPT | 2020-10-01 | $78,896 | FMV | 852550542 | 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | 501C3 |
| ST CROIX VALLEY FOOD BANK INC | |||||||||
| BUILDING | 2020-10-01 | $71,398 | BOOK VALUE | 852550542 | 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | 501C3 |
| ST CROIX VALLEY FOOD BANK INC | |||||||||
| EQUIPMENT, FURNITURE | 2020-10-01 | $57,899 | BOOK VALUE | 852550542 | 1231 INDUSTRIAL ST | HUDSON | WI | 54016 | 501C3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (true) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PART II, PAGE 2, LINE 2E | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE DIRECTOR, ANN SEARLES, TO SERVE AS EXECUTIVE DIRECTOR OF NEW ENTITY, ST. CROIX VALLEY FOOD BANK, INC. WARREN SCHNEIDER, MARK RUSKA,JAMES DAHL, CYNTHIA JAHNKE, ANN SCHILLING, JOSH LINDSETH AND STEVE SNELL TO SERVE ON THE BOARD OF DIRECTORS OF THE NEW ENTITY, ST. CROIX VALLEY FOOD BANK, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 3 | AS OF OCTOBER 1, 2020, THE FOOD & RESOURCE CENTER WAS INCORPORATED AS A SEPARATE 501(C)(3) AND THE ORGANIZATION CEASED OPERATIONS OF ITS FOOD DISTRIBUTION PROGRAM. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED FIRST BY THE EXECUTIVE DIRECTOR, AND THEN THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE, RESPECTIVELY. IT IS SIGNED BY THE BOARD TREASURER, WHO IS A MEMBER OF BOTH COMMITTEES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST FORMS HAVE BEEN SIGNED BY ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR IS GIVEN A PERFORMANCE APPRAISAL BY THE BOARD OF DIRECTORS ANNUALLY FROM THE TIME OF HER DATE OF HIRE IN APRIL. PRIOR TO THIS APPRAISAL THE BOARD SOLICITS ANONYMOUS REVIEWS OF THE EXECUTIVE DIRECTOR FROM ALL EMPLOYEES, AS WELL AS THREE COMMUNITY MEMBERS, WHICH ARE USED TO HELP EVALUATE HER PERFORMANCE. COMPENSATION DECISIONS ARE BASED ON THIS APPRAISAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN BENEFICIAL INTEREST 18,147 |
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