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Nonprofiteer
← ST CROIX VALLEY HEALTH CARE FOUNDATION

Form 990 for tax year 2023

Filed by ST CROIX VALLEY HEALTH CARE FOUNDATION.

Totals

Total revenue
$47,243
Total expenses
$38,768
Contributions and grants received
$7,476
Grants paid
$31,906
Program service revenue
$0
Investment income
$31,671
Other revenue
$8,096
Total assets, end of year
$712,747
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$712,747
Program services expenses (Part IX)
$31,906
Management and general expenses
$6,862
Fundraising expenses
$0
Program service expenses (Part III)
$31,906

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $7,476

  • 3 · Investment income

    total $18,745 · excluded $18,745

  • 7a · Gross sales of assets other than inventory

    securities $23,500 · other assets $12,081

  • 7b · Less cost or other basis and sales expenses

    securities $22,655

  • 7c · Gain or loss

    securities $845 · other assets $12,081

  • 7d · Net gain or loss

    total $12,926 · related or exempt $845 · excluded $12,081

  • 8a · Fundraising events: gross income

    $17,120

  • 8b · Fundraising events: direct expenses

    $9,024

  • 8c · Net income from fundraising events

    total $8,096 · excluded $8,096

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,906 · program services $27,906

  • 2 · Grants to domestic individuals

    total $4,000 · program services $4,000

  • 11c · Fees: accounting

    total $2,245 · management and general $2,245

  • 11f · Fees: investment management

    total $4,322 · management and general $4,322

  • 13 · Office expenses

    total $235 · management and general $235

  • 24a · Other expenses: BANK CHARGES

    total $60 · management and general $60

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,972 · end of year $8,122

  • 2 · Savings and temporary cash investments

    beginning of year $31,833 · end of year $32,036

  • 11 · Investments: publicly traded securities

    beginning of year $613,220 · end of year $672,589

  • 31 · Retained earnings, endowment or other funds

    beginning of year $671,025 · end of year $712,747

Mission and programs · 2023

Mission

TO PROMOTE QUALITY HEALTH CARE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES IN THE ST. CROIX VALLEY BY CONDUCTING CHARITABLE, EDUCATIONAL, SCIENTIFIC AND FUNDRAISING ACTIVITIES IN SUPPORT OF OUR COMMUNITIES' HEALTH CARE ORGANIZATIONS.

Activities or mission (Part I)

THE MISSION IS TO CONDUCT CHARITABLE, EDUCATIONAL, SCIENTFIC, AND FUNDRAISING ACTIVITIES TO PROMOTE QUALITY HEALTH CARE IN THE ST. CROIX VALLEY. THE ORGANIZATION FOCUSES ON HEALTH CARE, COMMUNITY SERVICE, AND EDUCATION.

  • PROVIDED FINANCIAL ASSISTANCE TO THE ST. CROIX REGIONAL MEDICAL CENTER IN 2023.

    Expenses $27,906 · Grants $27,906

  • AWARDED ONE 1,500, TWO 750 AND TWO 500 SCHOLARSHIPS TO LOCAL STUDENTS PURSUING DEGREES IN THE HEALTH AND MEDICAL FIELDS.

    Expenses $4,000 · Grants $4,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brian Blesi

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Alec Mortel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeanette Rochford

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    1

  • Mike Rochford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kimberly Paehike

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Ebensperger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Mariette Eichten Hoefler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Joan O'Fallon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Andrea Jerrick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Denise Tomlinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
23 October 2024
IRS schema version
2023v5.0
Source object
202433309349301023

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