UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC (EIN 39-1372545)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-11
- IRS object ID
- 201110429349300821
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-02-11T12:31:35-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LarsonAllen LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2411 N Hillcrest Parkway | AddressLine1 |
| City | Altoona | City |
| State | WI | State |
| ZIP Code | 54720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391372545 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY ST CROIX VALLEY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7153770203 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Second Street No 214B | AddressLine1 |
| City | HUDSON | City |
| State | WI | State |
| ZIP Code | 54016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tonya Lathe | Name |
| Title | Treasurer | Title |
| Phone | 7153770203 | Phone |
| Date Signed | 2011-02-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sonya Jansma | Name |
| Phone | 7158521100 | Phone |
| Date Prepared | 2011-02-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tonya Lathe | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Second Street No 214B | AddressLine1 |
| City | HUDSON | City |
| State | WI | State |
| ZIP Code | 54016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1177886 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.unitedwaystcroix.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | To Help Individuals In need | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 301 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1406397 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1167608 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6503 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10270 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5094 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1417994 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1177886 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 601463 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 542803 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 202153 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 188314 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 109254 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 641785 | OtherExpensePriorYear |
| Other Expenses Current Year | 452265 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1445401 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1183382 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -27407 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5496 | RevenuesLessExpensesCY |
| Total Assets BOY | 597391 | TotalAssetsBOY |
| Total Assets EOY | 620756 | TotalAssetsEOY |
| Total Liabilities BOY | 225214 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 254075 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 372177 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 366681 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF UNITED WAY ST. CROIX IS TO UNITE COMMUNITIES, FOCUS RESOURCES, AND INSPIRE PEOPLE TO MEASURABLY IMPROVE LIVES IN WESTERN WISCONSIN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 477086 | Expense |
| Grants | 477086 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 309654 | Expense |
| Description | Management and operation of the United Way Food Resource Center including procuring food and other household products from donors and suppliers for distribution to local food pantries, shelters and meal programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 30925 | Expense |
| Description | Charitable distributions made to no-for-profit organizations for donors requesting that their donation be shared with a specific not-for-profit organization. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 189108 | Expense |
| Description | Other community support including Success by Six initiative, Grace Place, and other educational opportunities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 189108 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1006773 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John M Coughlin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7153770203 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 Second Street Suite 214B | AddressLine1 |
| City | Hudson | City |
| State | WI | State |
| ZIP Code | 54016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| John M Coughlin | |||||||
| Executive Director | 48.00 | X | X | 69888 | 0 | 11881 | |
| Brad Caskey | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Sue Obermueller | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Valerie Boughton | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Gwen Gierke | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Dave Ihle | |||||||
| director | 3.00 | X | 0 | 0 | 0 | ||
| Jim Dahl | |||||||
| Director | 3.00 | X | 0 | 0 | 0 | ||
| Thomas O'Connell | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Warren Schneider | |||||||
| director | 3.00 | X | 0 | 0 | 0 | ||
| Christine Weigel | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Mike Hedges | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Mark Keller | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Dan Draxler | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Tonya Lathe | |||||||
| Treasurer/Past President | 4.00 | 0 | 0 | 0 | X | ||
| Patrick Powers | |||||||
| President | 4.00 | 0 | 0 | 0 | X | ||
| Steve Snell | |||||||
| Vice President | 4.00 | 0 | 0 | 0 | X | ||
| Theres Heimel | |||||||
| Treasurer | 4.00 | 0 | 0 | 0 | X | ||
| Ken Osowski | |||||||
| Secretary | 4.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 69888 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11881 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 825317 | FederatedCampaigns |
| All Other Contributions | 342291 | AllOtherContributions |
| Noncash Contributions | 239396 | NoncashContributions |
| Total Contributions | 1167608 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10270 | TotalRevenueColumn |
| Exclusion | $10,270 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 8 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1177886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,270 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542803 | Total |
| Program Services | 542803 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69888 | Total |
| Program Services | 25160 | ProgramServices |
| Management And General | 16773 | ManagementAndGeneral |
| Fundraising | 27955 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84152 | Total |
| Program Services | 30295 | ProgramServices |
| Management And General | 20196 | ManagementAndGeneral |
| Fundraising | 33661 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19829 | Total |
| Program Services | 7138 | ProgramServices |
| Management And General | 4759 | ManagementAndGeneral |
| Fundraising | 7932 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14445 | Total |
| Program Services | 5200 | ProgramServices |
| Management And General | 3467 | ManagementAndGeneral |
| Fundraising | 5778 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9062 | Total |
| Management And General | 8062 | ManagementAndGeneral |
| Fundraising | 1000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7928 | Total |
| Fundraising | 7928 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6285 | Total |
| Program Services | 2263 | ProgramServices |
| Management And General | 1508 | ManagementAndGeneral |
| Fundraising | 2514 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17857 | Total |
| Program Services | 6428 | ProgramServices |
| Management And General | 4285 | ManagementAndGeneral |
| Fundraising | 7144 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3247 | Total |
| Program Services | 1030 | ProgramServices |
| Management And General | 1073 | ManagementAndGeneral |
| Fundraising | 1144 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15254 | Total |
| Program Services | 12903 | ProgramServices |
| Management And General | 882 | ManagementAndGeneral |
| Fundraising | 1469 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5102 | Total |
| Program Services | 1837 | ProgramServices |
| Management And General | 1224 | ManagementAndGeneral |
| Fundraising | 2041 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Distributed Goods & Ser | 292861 | 292861 | ||
| Designations to Agencie | 30925 | 30925 | ||
| Grace Place Program exp | 24000 | 24000 | ||
| Grace Place Lease | 12000 | 12000 | ||
| Dues & Memberships | 10453 | 3380 | 3317 | 3756 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17291 | Total |
| Program Services | 8550 | ProgramServices |
| Management And General | 1809 | ManagementAndGeneral |
| Fundraising | 6932 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1183382 | Total |
| Program Services | 1006773 | ProgramServices |
| Management And General | 67355 | ManagementAndGeneral |
| Fundraising | 109254 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20449 | BOY |
| EOY | 9671 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38777 | BOY |
| EOY | 78968 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153354 | BOY |
| EOY | 152218 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1627 | BOY |
| EOY | 16762 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53618 | BOY |
| EOY | 23359 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6458 | BOY |
| EOY | 20754 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 228691 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40115 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202473 | BOY |
| EOY | 188576 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120635 | BOY |
| EOY | 130448 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597391 | BOY |
| EOY | 620756 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15606 | BOY |
| EOY | 17238 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150157 | BOY |
| EOY | 236837 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59451 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225214 | BOY |
| EOY | 254075 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160474 | BOY |
| EOY | 102130 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211703 | BOY |
| EOY | 264551 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372177 | BOY |
| EOY | 366681 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597391 | BOY |
| EOY | 620756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1196706 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1496342 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1550439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1406397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1167608 | CurrentTaxYear |
| Total | 6817492 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1196706 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1496342 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1550439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1406397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1167608 | CurrentTaxYear |
| Total | 6817492 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6817492 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16121 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7390 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6503 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10270 | CurrentTaxYear |
| Total | 47856 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 382 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 688 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5094 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8 | CurrentTaxYear |
| Total | 6172 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6871520 | TotalSupport |
| Public Support Pertcentage170 | 0.99210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99280 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 184571 | OtherCostOrOtherBasis |
| Depreciation | 19900 | Depreciation |
| Book Value | 164671 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44120 | OtherCostOrOtherBasis |
| Depreciation | 20215 | Depreciation |
| Book Value | 23905 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 188576 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Long Term Fund St croix Valley Community foundation | 74932 | F |
| Long Term Fund Food Resource Center | 55516 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 130448 | TotalOfBookValueSecurities |
| Total Revenue | 1177886 | TotalRevenue |
| Total Expenses | 1183382 | TotalExpenses |
| Excess Or Deficit For Year | -5496 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -5496 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1190735 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 12849 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 12849 | RevenueNotRptdF990 |
| Revenue Subtotal | 1177886 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1177886 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1196231 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 12849 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 12849 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1183382 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1183382 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Wine Tasting | NameOfEvent1 |
| Gross Receipts Event1 | 7360 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 7360 | CharitableContributionsEvent1 |
| Name Of Event2 | Workplace fundraisers | NameOfEvent2 |
| Gross Receipts Event2 | 23342 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 23342 | CharitableContributionsEvent2 |
| Gross Receipts Total | 30702 | GrossReceiptsTotal |
| Charitable Contributions Total | 30702 | CharitableContributionsTotal |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (63 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|
| American Red Cross | ||||||
| 3728 Spooner | Altoona | WI | 54720 | 11742 | Financial support | |
| Hunger Prevention Coucil Pierce County | ||||||
| PO Box 201 | Ellsworth | WI | 54011 | 5000 | Financial support | |
| Operation HELP | ||||||
| 502 County Rd UU | Hudson | WI | 54016 | 34000 | Financial support | |
| St Croix County Public Health | ||||||
| 1445 N Fourth St | New Richmond | WI | 54017 | 1050 | Financial support | |
| St Croix Valley SART | ||||||
| 1343 N Main Street | River Falls | WI | 54022 | 15075 | Financial support | |
| The Salvation Army | ||||||
| 11315 W Watertown Plank Rd | Wauwatosa | WI | 53226 | 21400 | Financial support | |
| Turningpoint | ||||||
| PO Box 304 | River Falls | WI | 54022 | 30000 | Financial support | |
| WestCap | ||||||
| 525 Second Street Box 308 | Glenwood City | WI | 54013 | 22000 | Financial support | |
| Family Resource Center SCV | ||||||
| 857 Main St Po Box 2087 | Baldwin | WI | 54002 | 51662 | Financial support | |
| Pierce County Public Health | ||||||
| PO Box 238 | Ellsworth | WI | 54011 | 1900 | Financial support | |
| Baldwin-Woodville School District | ||||||
| 550 Hwy 12 | Baldwin | WI | 54002 | 3000 | Financial support | |
| School District of Hudson | ||||||
| 1501 Vine St | Hudson | WI | 54016 | 9100 | Financial support | |
| School District of New Richmond | ||||||
| 701 E 11th St | new Richmond | WI | 54017 | 2400 | Financial support | |
| School District of Somerset | ||||||
| Po Box 100 | Somerset | WI | 54025 | 530 | Financial support | |
| St Croix Central Kids Write | ||||||
| 202 Division St | Roberts | WI | 54023 | 650 | Financial support | |
| Big Brother's & Sisters | ||||||
| 312 S Barstow st Ste 1 | eau Claire | WI | 54701 | 16700 | Financial support | |
| Boy Scouts Northern Star Council | ||||||
| 393 Marshall Ave | St Paul | MN | 55102 | 12810 | Financial support | |
| FamilyMeans | ||||||
| 1875 Northwestern Ave | Stillwater | MN | 55082 | 61065 | Financial support | |
| Girl scouts of MN & WI River Valleys | ||||||
| 400 South Robert St | St Paul | MN | 55107 | 12810 | Financial support | |
| Lutheran Social Service or WIMI | ||||||
| 1320 W Clairemont Ave | Eau Claire | WI | 54701 | 8700 | Financial support | |
| Positive Alternatives - TeenCare | ||||||
| 603 Terrill Rd | Menomonie | WI | 54751 | 5700 | Financial support | |
| Skits Outreach Services | ||||||
| 900 Fourht St | Hudson | WI | 54016 | 7850 | Financial support | |
| St Croix Valley Restorative Justice | ||||||
| 215 N 2nd St Suite 108 | River Falls | WI | 54022 | 4125 | Financial support | |
| St croix Valley YMCA | ||||||
| 2211 Vine st | Hudson | WI | 54016 | 21500 | Financial support | |
| Youth Service Bureau | ||||||
| 101 West Pine st | Stillwater | MN | 55082 | 10325 | Financial support | |
| Adoray | ||||||
| 990 Hillcrest St Suite 104 | Baldwin | WI | 54002 | 17150 | Financial support | |
| Aging & Handicapped Transport | ||||||
| 1101 Carmichael Rd | Hudson | WI | 54016 | 2750 | Financial support | |
| Aids Resource Center of WI | ||||||
| PO Box 510498 | Milwaukee | WI | 53203 | 1400 | Financial support | |
| Bridge for Hudson Youth | ||||||
| PO Box 803 | Hudson | WI | 54016 | 1000 | Financial support | |
| Center for Independent Living | ||||||
| 2920 Schneider Ave E | Menomonie | WI | 54751 | Financial support | 11350 | |
| Courage Center | ||||||
| 3915 Golden Valley Rd | Golden Valley | MN | 55422 | 25250 | Financial support | |
| Epilepsy Foundation of W Wi | ||||||
| 1812 Brackett Ave 5 | Eau Claire | WI | 54701 | 4000 | Financial support | |
| Have-A-Heart inc | ||||||
| W10356 Hwy 29 | River Falls | WI | 54022 | 10000 | Financial support | |
| new Richmond Community Education | ||||||
| 701 E Eleventh St | New Richmond | WI | 54017 | 1500 | Financial support | |
| Special Childrens Center | ||||||
| 2705 Enloe St | Hudson | WI | 54016 | 4175 | Financial support | |
| St Croix County DayAway club | ||||||
| 1101 Carmichael Rd | hudson | WI | 54016 | 3400 | Financial support | |
| St Croix County Faith In Action | ||||||
| 1101 Carmichael Rd | hudson | WI | 54016 | 1600 | Financial support | |
| Senior Center board Coalition | ||||||
| 1101 Carmichael Rd | hudson | WI | 54016 | 12000 | Financial support | |
| St Croix Valley Disability Coalition | ||||||
| PO Box 321 | New Richmond | WI | 54017 | 3800 | Financial support | |
| Westfields Hospital | ||||||
| 535 Hospital Rd | New Richmond | WI | 54017 | 1000 | Financial support | |
| Cumberland fire Department | ||||||
| PO Box 385 | Cumberland | WI | 54829 | 312 | Financial support | |
| Grantsburg Fire Dept | ||||||
| PO Box 308 | Grantsburg | WI | 54840 | 760 | Financial support | |
| Jackson Volunteer Fire Dept | ||||||
| 29050 Hanscom Lake Trailway | Danbury | WI | 54830 | 760 | Financial support | |
| Luck Fire Department | ||||||
| 401 Main St | Luck | WI | 54853 | 312 | Financial support | |
| Scott Volunteer Fire Dept | ||||||
| Cty Rd A HCR 59 | Spooner | WI | 54801 | 760 | Financial support | |
| Shell Lake fire Association | ||||||
| PO Box 520 | Shell Lake | WI | 54871 | 760 | Financial support | |
| Siren Fire Department | ||||||
| 23930 First Ave S | Siren | WI | 54872 | 760 | Financial support | |
| Spooner Fire Department | ||||||
| 507 N Summit | Spooner | WI | 54801 | 760 | Financial support | |
| Washburn Co Comm food Pantry | ||||||
| W7388 MIller Rd | Spooner | WI | 54801 | 1950 | Financial support | |
| Webb Lake Fire Department | ||||||
| 2937 Ice Rd | Webb Lake | WI | 54830 | 312 | Financial support | |
| Webster Fire Department | ||||||
| Box 343 | webster | WI | 54893 | 1400 | Financial support | |
| Burnett County Kinship | ||||||
| PO Box 53 | Siren | WI | 54872 | 1974 | Financial support | |
| Washburn Co Counteract | ||||||
| 212 S Lewis Box 429 | Shell Lake | WI | 54871 | 1074 | Financial support | |
| Burnett Co Aging Program | ||||||
| 7410 Co Rd K | Siren | WI | 54872 | 3559 | Financial support | |
| Interfaith vol Caregivers Burnett Co | ||||||
| Po Box 676 | webster | WI | 54893 | 1105 | Financial support | |
| ventures Unlimited | ||||||
| PO Box 623 | Shell Lake | WI | 54871 | 2000 | Financial support | |
| washburn Co Unit on Aging | ||||||
| 850 W Beaverbrook ave 3 | Spooner | WI | 54801 | 2985 | Financial support | |
| other organizations | ||||||
| 516 Second Street | Hudson | WI | 54016 | 17841 | Financial support to 11 other organizations | |
| Assistance and Resource Center | ||||||
| PO Box 223 | River Falls | WI | 54022 | 3000 | Distribution of food and grocery items | |
| New Richmond Area Centre | ||||||
| 428 S Starr Ave | New Richmond | WI | 54017 | 10000 | Financial support | |
| Anu Family Services | ||||||
| 516 Second Street | Hudson | WI | 54016 | 6200 | Financial support | |
| Youth Action Hudson | ||||||
| 911 4th Street Rm 218 | Hudson | WI | 54016 | 7850 | Financial Support | |
| St Croix Valley Habitat for Humanity | ||||||
| 439 West Maple Street 202 | River Falls | WI | 54022 | 4900 | Financial Support | |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 239396 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Price per pound | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Executive Director and the Board's Audit Committee reviewed the 990 before presenting to the board of directors and then submitting to the IRS. |
| Form 990, Part VI, Section B, line 12c | Conflict of Interest forms are signed annually by Board and staff which are reviewed and monitored by the Executive Director and Board President. Forms are kept on file each year. |
| Form 990, Part VI, Section B, line 15 | The board of directors makes compensation decisions based upon a review of regional not-for-profit and United Way Worldwide salary comparisons. Affected employees are not present during the Board's compensation discussions and decision making. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available upon request at the Organization's office. |
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