ST CROIX VALLEY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ST CROIX VALLEY FOUNDATION (EIN 41-1817315)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-20
- IRS object ID
- 202030209349300028
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-20T13:50:57-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA AKINS | PreparerPersonNm |
| PTIN | P00950359 | PTIN |
| Phone | 6516363806 | PhoneNum |
| Preparation | 2020-01-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-20 | IPDt |
| IP Tm | 13:50:57 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB498629A533D397B28D18B4DDFBCAA6FF64AD67 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C0DD995DD8CFDFA7D11FEF1B3C4E3C98DE9EF2F8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | 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 | $13,417,679 | 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 - 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,579,919 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,432,204 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $273,564 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $212,068 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,346,617 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,341,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,266 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,472 | CYOtherRevenueAmt |
| PY Total Revenue | $5,218,366 | PYTotalRevenueAmt |
| CY Total Revenue | $7,981,394 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,575,329 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,118,337 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $449,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $528,118 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $178,350 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $144,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $240,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $810,405 | PYOtherExpensesAmt |
| CY Other Expenses | $654,582 | CYOtherExpensesAmt |
| PY Total Expenses | $3,013,587 | PYTotalExpensesAmt |
| CY Total Expenses | $3,445,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,204,779 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,536,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,812,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,452,817 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,728,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,750,071 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,083,745 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,702,746 | 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 | $2,172,147 | ExpenseAmt |
| Grant | $2,118,337 | GrantAmt |
| Desc | GRANTS TO ART, EDUCATION, HUMAN SERVICES, ENVIRONMENTAL, RELIGIOUS, HEALTH AND OTHER CHARITABLE ORGANIZATIONS. APROXIMATELY 800 GRANTS WERE GIVEN IN FISCAL YEAR 2019. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $495,041 | ExpenseAmt |
| Revenue | $8,296 | RevenueAmt |
| 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 | $57,517 | ExpenseAmt |
| Revenue | $203,772 | 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 ACOCUNTING ACTIVITIES. THERE WERE APPROXIMATELY 490 FUNDS MANAGED IN FISCAL YEAR 2019. 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 | $2,724,705 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | 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 | false | Form8282PropertyDisposedOfInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Business Name Line2BusinessName/BusinessNameLine2Txt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUE GERLACH | ||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATRINA LARSEN | ||||||||
| VICE-CHAIR/S | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENNIS DUERST | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT CUMMINS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE SCHROEDER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT THUESEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER MCABEE | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY FREUND | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG GEISSLER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY KELSEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE PEPIN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM ELLIS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BUCK MALICK | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARSHA SHOTLEY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLIE WIKILIUS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY KASS (0701 TO 93018) | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY KUBIAK (0701 TO 093018) | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA SKOGLUND (0701 TO 083118) | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD GILLINGHAM (0701 TO 093018) | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER LOGELIN | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $55,479 | $0 | $8,577 | HEATHER LOGELIN | ||
| JANE HETLAND STEVENSON | ||||||||
| FORMER PRESI | 40.00 | Yes (X) | $41,290 | $0 | $7,559 | |||
| MARGI MILLER | ||||||||
| COO | 40.00 | $102,560 | $0 | $21,054 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $199,329 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $37,190 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MGI FUNDRAISING CONSULTING INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 DEAN PARKWAY SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FR CONSULTING | ServicesDesc |
| Compensation | $144,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $11,422 | FundraisingAmt |
| All Other Contributions | $6,420,782 | AllOtherContributionsAmt |
| Noncash Contributions | $496,911 | NoncashContributionsAmt |
| Total Contributions | $6,432,204 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE CHARGES | 525990 | $203,772 | $203,772 |
| CONVERSATIONS OF THE VALLEY | 900099 | $8,296 | $8,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $212,068 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,397,205 | TotalRevenueColumnAmt |
| Exclusion | $1,397,205 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,366,571 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,422,182 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$55,611 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,611 | TotalRevenueColumnAmt |
| Exclusion | -$55,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,631 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,422 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,103 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,472 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,981,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,068 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,341,594 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,118,337 | TotalAmt |
| Program Services | $2,118,337 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,985 | TotalAmt |
| Program Services | $28,146 | ProgramServicesAmt |
| Management And General | $66,804 | ManagementAndGeneralAmt |
| Fundraising | $57,035 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,170 | TotalAmt |
| Program Services | $107,307 | ProgramServicesAmt |
| Management And General | $181,193 | ManagementAndGeneralAmt |
| Fundraising | $9,670 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,357 | TotalAmt |
| Program Services | $4,894 | ProgramServicesAmt |
| Management And General | $7,984 | ManagementAndGeneralAmt |
| Fundraising | $479 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,141 | TotalAmt |
| Program Services | $9,969 | ProgramServicesAmt |
| Management And General | $19,765 | ManagementAndGeneralAmt |
| Fundraising | $1,407 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,465 | TotalAmt |
| Program Services | $10,226 | ProgramServicesAmt |
| Management And General | $18,587 | ManagementAndGeneralAmt |
| Fundraising | $4,652 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,036 | TotalAmt |
| Management And General | $12,036 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,000 | TotalAmt |
| Fundraising | $144,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,908 | TotalAmt |
| Management And General | $81,908 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,623 | TotalAmt |
| Management And General | $12,623 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,784 | TotalAmt |
| Program Services | $6,943 | ProgramServicesAmt |
| Management And General | $1,009 | ManagementAndGeneralAmt |
| Fundraising | $3,832 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,883 | TotalAmt |
| Program Services | $4,668 | ProgramServicesAmt |
| Management And General | $10,943 | ManagementAndGeneralAmt |
| Fundraising | $1,272 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,040 | TotalAmt |
| Program Services | $17,469 | ProgramServicesAmt |
| Management And General | $31,573 | ManagementAndGeneralAmt |
| Fundraising | $4,998 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,948 | TotalAmt |
| Program Services | $4,394 | ProgramServicesAmt |
| Management And General | $220 | ManagementAndGeneralAmt |
| Fundraising | $334 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,493 | TotalAmt |
| Program Services | $14,979 | ProgramServicesAmt |
| Management And General | $1,364 | ManagementAndGeneralAmt |
| Fundraising | $150 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,859 | TotalAmt |
| Program Services | $1,894 | ProgramServicesAmt |
| Management And General | $3,423 | ManagementAndGeneralAmt |
| Fundraising | $542 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,574 | TotalAmt |
| Program Services | $1,802 | ProgramServicesAmt |
| Management And General | $3,256 | ManagementAndGeneralAmt |
| Fundraising | $516 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND PROJECT EXPENSES | $373,994 | $373,994 | ||
| EQUIPMENT RENTAL | $38,339 | $12,393 | $22,400 | $3,546 |
| CAMPAIGN EXPENSES | $7,655 | $7,655 | ||
| VALLEY & WORKSHOPS | $7,290 | $7,290 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,156 | TotalAmt |
| Management And General | $5,156 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,445,037 | TotalAmt |
| Program Services | $2,724,705 | ProgramServicesAmt |
| Management And General | $480,244 | ManagementAndGeneralAmt |
| Fundraising | $240,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,913 | BOYAmt |
| EOY | $47,602 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,848 | BOYAmt |
| EOY | $399,213 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,159 | BOYAmt |
| EOY | $749,153 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,782 | BOYAmt |
| EOY | $22,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,956 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,710 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,025 | BOYAmt |
| EOY | $16,246 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,017,008 | BOYAmt |
| EOY | $68,218,380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,812,735 | BOYAmt |
| EOY | $69,452,817 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,623 | BOYAmt |
| EOY | $80,578 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,666,275 | BOYAmt |
| EOY | $28,659,431 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,092 | BOYAmt |
| EOY | $10,062 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,728,990 | BOYAmt |
| EOY | $28,750,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,579 | BOYAmt |
| EOY | $713,290 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,169,208 | BOYAmt |
| EOY | $9,601,812 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,115,958 | BOYAmt |
| EOY | $30,387,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,083,745 | BOYAmt |
| EOY | $40,702,746 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,812,735 | BOYAmt |
| EOY | $69,452,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,536,357 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $82,644 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $2,470,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,971,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,609,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,579,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,432,204 | CurrentTaxYearAmt |
| Total | $28,063,860 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,470,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,971,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,609,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,579,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,432,204 | CurrentTaxYearAmt |
| Total | $28,063,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,491,091 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,572,769 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $627,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $559,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $892,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,397,205 | CurrentTaxYearAmt |
| Total | $3,967,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,031,583 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,220,599 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80450 | 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 | 154 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 88 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,443,270 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $3,471,583 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $995,448 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $589,251 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,070,682 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $16,559,471 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,056,856 | BeginningYearBalanceAmt |
| Contributions | $1,542,236 | ContributionsAmt |
| Investment Earnings Or Losses | $80,442 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,014,494 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $203,127 | AdministrativeExpensesAmt |
| End Year Balance | $18,461,913 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,423,498 | BeginningYearBalanceAmt |
| Contributions | $854,770 | ContributionsAmt |
| Investment Earnings Or Losses | $730,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $680,435 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $271,450 | AdministrativeExpensesAmt |
| End Year Balance | $18,056,856 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14300 | 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 | $82,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,710 | DepreciationAmt |
| Book Value | $16,246 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,246 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE | Desc |
| Amt | $10,062 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,062 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,982,130 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $82,644 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $82,644 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,899,486 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $81,908 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $81,908 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,981,394 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,363,129 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,363,129 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $81,908 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $81,908 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,445,037 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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 SEC 501 (C)(3) OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2019 AND 2018, 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MGI FUNDRAISING CONSULTING INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 DEAN PARKWAY SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PART IV | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $912,623 | GrossReceiptsAmt |
| Retained By Contractor | $144,000 | RetainedByContractorAmt |
| Net To Organization | $768,623 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $912,623 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $144,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $768,623 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $14,966 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,937 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,029 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,393 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,777 | RentFacilityCostsEvent1Amt |
| Event2 | APPLE SPLASH | Event2Nm |
| Gross Receipts Event2 | $6,087 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,485 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,602 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $3,434 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $348 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,151 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $21,053 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,422 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,631 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,827 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,777 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $348 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,151 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,103 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,472 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART IV | FormAndLineReferenceDesc |
| Explanation | SCHEDULE G, PART I, LINE 2B, LIST OF THE TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: MGI FUNDRAISING CONSULTING, INC. (I) ADDRESS OF FUNDRAISER: 2925 DEAN PARKWAY SUITE 300, MINNEAPOLIS, MN 55415 PART I - LINE 2B, COLUMN (II) FUNDRAISING CONSULTANT PART I, LINE 2B, COLUMN (V) 144,000 PAID FOR CONSULTING FEES AND 6,358 REIMBURSEMENT FOR PRINTING AND MEETING EXPENSES RELATED TO THE CAMPAIGN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AFTON ALPS ALPINE CLUB | |||||||
| PO BOX 309 | AFTON | MN | 55001 | 411681799 | 501C3 | $75,000 | SEE PART IV |
| AMERICAN BIRKEBEINER SKI FOUNDATION | |||||||
| 10527 MAIN ST | HAYWARD | WI | 54843 | 391503175 | 501C3 | $25,000 | SEE PART IV |
| BAYFIELD COUNTY LAND & WATER CONSER | |||||||
| PO BOX 126 | WASHBURN | WI | 54891 | 396005670 | 501C3 | $6,500 | SEE PART IV |
| BETHEL LUTHERAN CHURCH | |||||||
| 920 THIRD ST | HUDSON | WI | 54016 | 390963084 | 501C3 | $6,300 | SEE PART IV |
| CAN DO CANINES | |||||||
| 9440 SCIENCE CENTER DRIVE | NEW HOPE | MN | 55428 | 411594165 | 501C3 | $6,200 | SEE PART IV |
| CANVAS HEALTH | |||||||
| 7066 STILLWATER BOULEVARD NO | OAKDALE | MN | 55128 | 410955577 | 501C3 | $14,177 | SEE PART IV |
| CHRIST LUTHERAN CHURCH | |||||||
| 150 5TH STREET | MARINE | MN | 55047 | 411294832 | 501C3 | $11,000 | SEE PART IV |
| COR RETREAT INC | |||||||
| PO BOX 1000 | HUDSON | WI | 54016 | 453977601 | 501C3 | $50,000 | SEE PART IV |
| COURAGE KENNY REHABILITATION INSTIT | |||||||
| 1460 CURVE CREST BLVD | STILLWATER | MN | 55082 | 411952989 | 501C3 | $128,105 | SEE PART IV |
| FAIRVIEW FOUNDATION | |||||||
| 1690 UNIVERSITY AVENUE WEST SUITE | ST PAUL | MN | 55104 | 411573810 | 501C3 | $25,000 | SEE PART IV |
| FAMILYMEANS | |||||||
| 1875 NORTHWESTERN AVENUE SOUTH | STILLWATER | MN | 55082 | 416045574 | 501C3 | $26,300 | SEE PART IV |
| FIRST BAPTIST CHURCH | |||||||
| 309 VINE STREET | HUDSON | WI | 54016 | 391350916 | 501C3 | $20,000 | SEE PART IV |
| FIRST COVENANT CHURCH | |||||||
| 1374 N MAIN ST | RIVER FALLS | WI | 54022 | 391419735 | 501C3 | $6,000 | SEE PART IV |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1901 VINE STREET | HUDSON | WI | 54016 | 930846997 | 501C3 | $7,850 | SEE PART IV |
| FIVE LOAVES FOOD & CLOTHING CENTER | |||||||
| PO BOX 222 | NEW RICHMOND | WI | 54017 | 391565734 | 501C3 | $5,600 | SEE PART IV |
| GRACE PLACE - SALVATION ARMY | |||||||
| 505 W 8TH ST | NEW RICHMOND | WI | 54017 | 362167910 | 501C3 | $9,860 | SEE PART IV |
| HOPE LUTHERAN CHURCH | |||||||
| 3337 KINGSBARN AVENUE | RIVER FALLS | WI | 54022 | 721603482 | 501C3 | $5,861 | SEE PART IV |
| HUDSON SCHOOL DISTRICT | |||||||
| 644 BRAKKE DR | HUDSON | WI | 54016 | 396002665 | 501C3 | $10,300 | SEE PART IV |
| LAKEVIEW MEMORIAL HOSPICE PROGRAM | |||||||
| 927 CHURCHILL STREET | STILLWATER | MN | 55082 | 411386635 | 501C3 | $128,105 | SEE PART IV |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | 042103578 | 501C3 | $6,000 | SEE PART IV |
| NORTHWEST PASSAGE | |||||||
| 7417 N BASS LAKE RD | WEBSTER | WI | 54893 | 391311448 | 501C3 | $10,500 | SEE PART IV |
| PARKINSON'S FOUNDATION MINNESOTA | |||||||
| 8085 WAYZATA BLVD SUITE 100 | GOLDEN VALLEY | MN | 55426 | 131866796 | 501C3 | $30,000 | SEE PART IV |
| SPACE ST CROIX | |||||||
| 802 8TH ST | HUDSON | WI | 54016 | 811806257 | 501C3 | $10,000 | SEE PART IV |
| ST ANDREW'S LUTHERAN CHURCH | |||||||
| 900 STILLWATER ROAD | MAHTOMEDI | MN | 55115 | 410880458 | 501C3 | $62,500 | SEE PART IV |
| ST CROIX RIVER ASSOCIATION | |||||||
| 230 SOUTH WASHINGTON ST UNIT 1 | ST CROIX FALLS | WI | 54024 | 263025933 | 501C3 | $79,500 | SEE PART IV |
| ST MARY'S SCHOOL | |||||||
| 257 S WASHINGTON AVE | NEW RICHMOND | WI | 54017 | 390847308 | 501C3 | $7,840 | SEE PART IV |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 502 COUNTY ROAD UU | HUDSON | WI | 54016 | 391456269 | 501C3 | $6,349 | SEE PART IV |
| STILLWATER PUBLIC LIBRARY | |||||||
| 224 THIRD ST N | STILLWATER | MN | 55082 | 416005566 | 501C3 | $9,840 | SEE PART IV |
| THE PHIPPS CENTER FOR THE ARTS | |||||||
| 109 LOCUST STREET | HUDSON | WI | 54016 | 391360778 | 501C3 | $7,250 | SEE PART IV |
| THE RETREAT | |||||||
| 1221 WAYZATA BLVD EAST | WAYZATA | MN | 55391 | 411701950 | 501C3 | $100,000 | SEE PART IV |
| THE RYAN MATHIS FOUNDATION | |||||||
| 7000 HIGHWAY 65 NE | FRIDLEY | MN | 55432 | 832069788 | 501C3 | $41,664 | SEE PART IV |
| TUBMAN | |||||||
| 1725 MONASTERY WAY | MAPLEWOOD | MN | 55109 | 411240048 | 501C3 | $7,000 | SEE PART IV |
| UNITED WAY OF WASHINGTON COUNTY EAS | |||||||
| 1825 CURVE CREST BLVD | STILLWATER | MN | 55082 | 410855267 | 501C3 | $14,500 | SEE PART IV |
| UNITED WAY ST CROIX VALLEY | |||||||
| 201 SECOND STREET SOUTH SUITE 300 | HUDSON | WI | 54016 | 391372545 | 501C3 | $73,829 | SEE PART IV |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| ROGER ADAMS FUND | CHAMPAIGN | IL | 61826 | 376006007 | 501C3 | $6,000 | SEE PART IV |
| VALLEY FRIENDSHIP CLUB | |||||||
| 5620 MEMORIAL AVE N | STILLWATER | MN | 55082 | 272362329 | 501C3 | $7,390 | SEE PART IV |
| YMCA OF THE GREATER TWIN CITIES | |||||||
| THE DOUGLAS DAYTON YMCA AT GAVIDAE | MINNEAPOLIS | MN | 55402 | 452563299 | 501C3 | $54,362 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| SCHEDULE I, PAGE 4, PART IV | PART II, LINE(H) PURPOSE OF GRANTS: AFTON ALPS ALPINE CLUB - BUILDING A CLUBHOUSE AMERICAN BIRKEBEINER SKI FOUNDATION - SNOWMAKING INFRASTRUCTURE BAYFIELD COUNTY LAND & WATER CONSERVATION DEPARTMENT - SUPPORT FOR OPERATION OF STREAM FLOW AND TEMPERATURE MONITORING GAUGE ON NAMEKAGON RIVER AT LEONARDS, WI BETHEL LUTHERAN CHURCH - GENERAL OPERATING CAN DO CANINES - TRAIN DOGS FOR ASSISTANCE TO PEOPLE, PROVIDE ASSISTANCE DOGS TO PEOPLE WITH DISABILITIES CANVAS HEALTH - HELP CHILDREN IN MENTAL HEALTH CRISIS, JAMMIN' ART CHRIST LUTHERAN CHURCH - CAPITAL CAMPAIGN, GENERAL OPERATING COR RETREAT INC. - GENERAL OPERATING COURAGE KENNY REHABILITATION INSTITUTE - ST. CROIX - STILLWATER - GENERAL OPERATING FAIRVIEW FOUNDATION - HELP FUND HEALTHEAST THERAPEUTIC RECREATION OUTREACH PROGRAM FAMILYMEANS - GENERAL OPERATING AND VARIOUS PROGRAMS FIRST BAPTIST CHURCH - CHURCH PROPERTY EXTERIOR, GENERAL OPERATING FIRST COVENANT CHURCH - GREAT FUTURES FUND - DEBT RETIREMENT, GENERAL OPERATIONS FIRST PRESBYTERIAN CHURCH - GENERAL OPERATIONS FIVE LOAVES FOOD & CLOTHING CENTER, INC. - GENERAL OPERATING, HAPPY KIDS BACKPACK VOUCHER GRACE PLACE - SALVATION ARMY - GRACE PLACE SPONSORSHIP, GENERAL OPERATIONS, FUNDRAISER HOPE LUTHERAN CHURCH - GENERAL OPERATING HUDSON SCHOOL DISTRICT - HOME FOR THE HOLIDAYS - CHORAL CONCERT, FOREST CAMPAIGN LAKEVIEW MEMORIAL HOSPICE PROGRAM - GENERAL OPERATING MOUNT HOLYOKE COLLEGE - CLASS OF '48 NORTHWEST PASSAGE - NORTHWEST PASSAGE COMMUNITY GARDEN GREENHOUSE, SCHAEFER CABIN, BIKES PARKINSON'S FOUNDATION MINNESOTA - TO HELP FUND PARKINSON'S FOUNDATION - MN CAREGIVER SUMMIT SPACE ST. CROIX - SPARK GRANT FOR STEM PROGRAMS TO ATTRACT, ENGAGE AND PROPEL HUDSON STUDENTS AT ALL GRADE LEVELS TO NEW HEIGHTS OF ACADEMIC ACHIEVEMENT AND OPPORTUNITY ST. ANDREW'S LUTHERAN CHURCH - GENERAL OPERATING ST. CROIX RIVER ASSOCIATION - GENERAL OPERATING SUPPORT FOR CY19, TRAIL CHALLENGE, RIVER GALA ST. MARY'S SCHOOL - MARDI GRAS EVENT ST. PAUL'S EPISCOPAL CHURCH - STORAGE GARAGE, SOUND SYSTEM STILLWATER PUBLIC LIBRARY - GENERAL OPERATING THE PHIPPS CENTER FOR THE ARTS - THE HOULTON ARTBENCH, ARTIST SERVICES, AND GENERAL OPERATIONS THE RETREAT - CAPITAL CAMPAIGN THE RYAN MATHIS FOUNDATION - GENERAL OPERATING TUBMAN - SUSTAIN AND EXPAND OUTREACH FOR HOMELESS AND AT RISK YOUTH UNITED WAY OF WASHINGTON COUNTY EAST - GENERAL OPERATING UNITED WAY ST. CROIX VALLEY - GENERAL OPERATING AND VARIOUS PROGRAMS UNIVERSITY OF ILLINOIS FOUNDATION, ROGER ADAMS FUND - GENERAL OPERATING VALLEY FRIENDSHIP CLUB - LIMO SERVICES FOR HOLIDAY LIGHTS TOUR, CREATIVE WRITING, ANNUAL SUPPORT YMCA OF THE GREATER TWIN CITIES - GENERAL EXPENSES, Y PARTNERS, MAINTENANCE |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $496,911 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | 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 (6 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. |
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 |
| End Of Year Assets | $36,570 | 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 |