Nonprofit · EIN 41-1817315
ST CROIX VALLEY FOUNDATION
Tax-exempt · HUDSON, WI 54016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $57,755,140 | $39,850,973 | $17,904,167 | $124,997,804 | $36,630,574 | $88,367,230 |
| June 30, 2024 | 990 | $7,340,302 | $5,480,366 | $1,859,936 | $99,265,159 | $33,830,855 | $65,434,304 |
| June 30, 2023 | 990 | $7,362,735 | $4,748,473 | $2,614,262 | $87,460,404 | $30,490,101 | $56,970,303 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $53,594,710
- Program service revenue
- $426,437
- Investment income
- $3,735,205
- Net gain from sales of assets
- $1,427,357
- Net income from fundraising events
- -$1,212
- Other revenue
- -$1,212
Expenses
- Grants and similar amounts paid
- $38,457,132
- Compensation of officers, directors and key employees
- $319,314
- Other salaries and wages
- $459,264
- Salaries, compensation and benefits (total)
- $910,657
- Professional fundraising fees
- $0
- Legal fees
- $4,203
- Accounting fees
- $14,370
- Occupancy
- $29,153
- Travel
- $4,761
- Depreciation
- $2,125
- Program services (functional)
- $39,056,129
- Management and general (functional)
- $713,315
- Fundraising (functional)
- $81,529
Balance sheet and other
- Total assets, start of year
- $99,265,159
- Total assets, end of year
- $124,997,804
- Total liabilities, end of year
- $36,630,574
- Net assets, end of year
- $88,367,230
- Publicly traded securities
- $123,814,229
- Net assets without donor restrictions
- $1,521,152
- Net assets with donor restrictions
- $86,846,078
- Gross unrelated business income
- $17,191
- Gross receipts
- $68,401,247
- Employees
- 10
- Volunteers
- 180
- Year formed
- 1995
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER LOGELIN | EXECUTIVE DIRECTOR Officer | 40 | $152,741 | $24,676 |
| EMILY LOWNSBURY | VP OF FINANCE & OPERATIONS Officer | 40 | $97,551 | $5,299 |
| ANN HERZOG DREWISKE | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LINDA MADSEN | VICE CHAIR/SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| DENNIS DUERST | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GREG BERNARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RICK BONLENDER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHELLE BREDAHL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVE DZIUK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JESSICA EHRLICHMANN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JIM ELLIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUDY FREUND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MELANIE KLEISS-BOARD MEMBER | THRU 9/2024 Trustee or director | 2 | $0 | $0 |
| DAN HOOLIHAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAMERON KELLY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY KELSEY | BOARD MEMBER Trustee or director | 2 | $0 |
| KATRINA LARSEN | BOARD MEMBER Trustee or director | 2 | $0 |
| TRACY MAKI | BOARD MEMBER Trustee or director | 2 | $0 |
| CLARENCE MALICK | BOARD MEMBER Trustee or director | 2 | $0 |
| MARSHA SHOTLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| MICHEL TIGAN | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER LOGELIN | EXECUTIVE DIRECTOR Officer | 40 | $140,099 | $19,477 |
| EMILY LOWNSBURY | VP OF FINANCE & OPERATIONS Officer | 40 | $91,033 | $5,041 |
| JIM ELLIS | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ANN HERZOG DREWISKE | VICE CHAIR/SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| DENNIS DUERST | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RICK BONLENDER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHELLE BREDAHL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVE DZIUK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JESSICA EHRLICHMANN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUDY FREUND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAN HOOLIHAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GARY KELSEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MELANIE KLEISS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CLARENCE MALICK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARSHA SHOTLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATRINA LARSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LINDA MADSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GREG BERNARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHEL TIGAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SCOTT SODERBERG - BOARD | MEMBER (UNTIL 7/23) Trustee or director | 2 | $0 | $0 |
| MATTHEW THUESON - BOARD | MEMBER (UNTIL 7/23) Trustee or director | 2 | $0 | $0 |
| MARY ELLEN VIETOR - BOARD | MEMBER (UNTIL 7/23) Trustee or director | 2 | $0 | $0 |
| CHARLES WIKELIUS - BOARD | MEMBER (UNTIL 7/23) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER LOGELIN | EXECUTIVE DIRECTOR Officer | 40 | $122,283 | $17,380 |
| JIM ELLIS | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ANN HERZOG DREWISKE | VICE CHAIR/SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| DENNIS DUERST | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RICK BONLENDER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHELLE BREDAHL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAVE DZIUK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JESSICA EHRLICHMANN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUDY FREUND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAN HOOLIHAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GARY KELSEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MELANIE KLEISS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CLARENCE MALICK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARSHA SHOTLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SCOTT SODERBERG | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATTHEW THUESON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARY ELLEN VIETOR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHALRES WIKELIUS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATRINA LARSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LINDA MADSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SUE GERLACH - BOARD MEMBER | (7/22 TO 9/22) Trustee or director | 2 | $0 | $0 |
| MIKE PEPIN - BOARD MEMBER | (7/22 TO 9/22) Trustee or director | 2 | $0 | $0 |
| STEVE SCHROEDER - BOARD MEMBER | (7/22 TO 9/22) Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1830 HANLEY RD STE 200, HUDSON, WI 54016-9353
- Principal officer (990 for 2024)
- HEATHER LOGELIN, 1830 HANLEY RD STE 200, HUDSON, WI 54016
- Signed the 990
- HEATHER LOGELIN, PRESIDENT
- Phone
- (715) 386-9490
- Website
- WWW.SCVFOUNDATION.ORG
- Return prepared by
- AKINS HENKE AND COMPANY
Mission
THE MISSION OF THE ST. CROIX VALLEY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE IN THE ST. CROIX VALLEY.
Program accomplishments
- THE ST. CROIX VALLEY FOUNDATION (SCVF) SERVES A SIX-COUNTY REGION ACROSS MINNESOTA AND WISCONSIN, STEWARDING NEARLY $125 MILLION IN PHILANTHROPIC ASSETS TO ADDRESS CURRENT NEEDS AND EMERGING CHALLENGES. THE SCVF MANAGES OVER 500 FUNDS AND FACILITATES MILLIONS IN ANNUAL GRANTS, RESULTING IN NEARLY $111 MILLION IN CUMULATIVE GRANTS AND SCHOLARSHIPS. THE SCVF SUPPORTS DONORS IN MAKING TAX-SMART, IMPACTFUL GIFTS THAT BENEFIT THE REGION FOR GENERATIONS, WHILE ALSO PROVIDING PROFESSIONAL ADVISORS WITH RESOURCES TO ENHANCE THEIR CLIENTS' PHILANTHROPIC PLANS. SCVF PARTNERS WITH NONPROFITS TO ESTABLISH AND GROW ENDOWED FUNDS, CREATING SUSTAINABLE FUNDING SOURCES FOR VITAL COMMUNITY WORK. GUIDED BY A FIVE-YEAR STRATEGIC PLAN, SCVF IS COMMITTED TO GROWING LONG-TERM ASSETS, EXPANDING GRANTMAKING, AND FOSTERING COLLABORATIONS TO MAXIMIZE REGIONAL IMPACT. WITH A FOCUS ON FLEXIBLE LEGACY GIVING, SCVF ENSURES ENDURING SUPPORT FOR THE REGION'S CHANGING NEEDS AND OPPORTUNITIES. LEARN MORE AT WWW.SCVFOUNDATION.ORG.Expenses $39,056,129 · grants $38,457,132 · revenue $409,246
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1817315
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $124,997,804
- Income (IRS master file)
- $68,401,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $57,755,140 | $39,850,973 | $124,997,804 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,340,302 | $5,480,366 | $99,265,159 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $7,362,735 | $4,748,473 | $87,460,404 | XML |
| 990 | June 2022 | $14,379,195 | $5,954,600 | $77,504,280 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1817315).
Questions about ST CROIX VALLEY FOUNDATION
- What is the EIN of ST CROIX VALLEY FOUNDATION?
- The employer identification number (EIN) of ST CROIX VALLEY FOUNDATION is 41-1817315.
- Is ST CROIX VALLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ST CROIX VALLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST CROIX VALLEY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST CROIX VALLEY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST CROIX VALLEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST CROIX VALLEY FOUNDATION?
- The 990 for the year ended June 30, 2025 names HEATHER LOGELIN.
- Who are the officers and directors of ST CROIX VALLEY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 2 received compensation from the organization, the highest $152,741 (HEATHER LOGELIN, EXECUTIVE DIRECTOR).
- How much revenue does ST CROIX VALLEY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $57,755,140, expenses of $39,850,973 and total assets of $124,997,804 at year end.
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- DUKE AND LISA UIHLEIN FAMILY FOUNDATION EIN 81-4521517 · last filed 990-PF for 2025
- HUDSON CHAMBER OF COMMERCE FOUNDATION INC EIN 82-2583113 · last filed 990-N for 2025
- WINGS FOUNDATION INC EIN 26-1339007 · last filed 990-N for 2024
- HUDSON LIONS FOUNDATION INC EIN 39-1753822 · last filed 990-N for 2025
- CHRISTIAN COMMUNITY HOMES AND SERVICES INC EIN 91-2052713 · last filed 990 for 2025
- ST CROIX VALLEY FOODBANK INC EIN 85-2550542 · last filed 990 for 2025
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All nonprofits in HUDSON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations