CLEARWATER FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLEARWATER FOUNDATION INC (EIN 39-1969384)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202431289349200228
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T10:32:24-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871986987 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dobbs Tax and Accounting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Polleys St | AddressLine1Txt |
| City | Melrose | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391969384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clearwater Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 Green Coulee Road | AddressLine1Txt |
| City | Onalaska | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54650 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shari Collas | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6087805682 | PhoneNum |
| Signature | 2024-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Shari | PersonFirstNm |
| Person Last | Collas | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas Dobbs | PreparerPersonNm |
| PTIN | P02074799 | PTIN |
| Phone | 6084064122 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.clearwaterfarm.com | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Type Of Organization Other | Foundation | TypeOfOrganizationOtherDesc |
| Gross Receipts | $139,297 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $46,692 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $12,403 | ProgramServiceRevenueAmt |
| Membership Dues | $24,813 | MembershipDuesAmt |
| Investment Income | $16 | InvestmentIncomeAmt |
| Fundraising Gross Income | $46,235 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $11,678 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $34,557 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $9,138 | OtherRevenueTotalAmt |
| Total Revenue | $127,619 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $480 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $6,237 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,172 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $57,206 | OtherExpensesTotalAmt |
| Total Expenses | $65,095 | TotalExpensesAmt |
| Excess Or Deficit For Year | $62,524 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $278,378 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$65 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $340,837 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,526 | BOYAmt |
| EOY | $219,718 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,000 | BOYAmt |
| EOY | $119,450 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,526 | BOYAmt |
| EOY | $341,168 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148 | BOYAmt |
| EOY | $331 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,378 | BOYAmt |
| EOY | $340,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Demonstrates teaches and advocates the | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Animal Outreach - Various farm animals maintained on the property for visual and hands-on learning experience. | $9,578 |
| Summer Camp - A hands-on learning experience for youthtargeting agricultural, historical, health, and outdooreducation. | $8,338 |
| Farmstead Preservation and Restoration - Maintain andrestore property. Over 300 members. Accessible todisabled individuals. | $8,334 |
| Other program services | $6,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,954 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Shari Collas | ||||
| President | 30.00 | $0 | $0 | $0 |
| Frank Collas | ||||
| Member at Large | 15.00 | $0 | $0 | $0 |
| Keaton Collas | ||||
| Media and Marketing | 5.00 | $0 | $0 | $0 |
| Nicholas Dobbs | ||||
| Treasurer | 4.00 | $0 | $0 | $0 |
| Naomi Moeller | ||||
| Vice President | 20.00 | $0 | $0 | $0 |
| Tom Smith | ||||
| Grants and City Representative | 15.00 | $0 | $0 | $0 |
| Lora Kirschner | ||||
| Secretary | 15.00 | $0 | $0 | $0 |
| Jessica Sobeck | ||||
| Garden Team Leader | 20.00 | $0 | $0 | $0 |
| Alesha Weiland | ||||
| Education Director | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas Dobbs | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 Green Coulee Road | AddressLine1Txt |
| City | Onalaska | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6084615274 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,692 | CurrentTaxYearAmt |
| Total | $193,637 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,588 | CurrentTaxYearAmt |
| Total | $326,800 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,280 | CurrentTaxYearAmt |
| Total | $520,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $520,437 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16 | CurrentTaxYearAmt |
| Total | $36 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16 | CurrentTaxYearAmt |
| Total | $36 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,296 | CurrentTaxYearAmt |
| Total | $520,473 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Taste of Sum | Event1Nm |
| Gross Receipts Event1 | $40,130 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $40,130 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,173 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,780 | FoodAndBeverageEvent1Amt |
| Event2 | Spooktacular | Event2Nm |
| Gross Receipts Event2 | $2,298 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $2,298 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $918 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $42,428 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $42,428 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,173 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,780 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $918 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,871 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $33,557 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | Description AmountProperty Rental 5,250Merchandise 3,633Miscellaneous 255 |
| Description of other expenses Part I line 16 | Description AmountBank Fees 3,615Insurance 2,867Interest Paid 20Other Administrative 269Office Supplies and Software 213Taxes and Licenses 258Other Events 52Merchandise 254Other Expenses 7,341Animal Program 9,578Bee Program 767Summer Camp Program 8,378Garden Program 817Grounds Program 17,658SPARK! Program 5,119 |
| Other changes in net assets or fund balances Part I line 20 | Description AmountAdjustment (65) |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearTrailer 2,000 2,000 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearCredit Card Debt 148 331 |
| Other program services Part III line 31 | SPARK! Program - Monthly program to provide individuals and their family members affected by Alzheimers and dimentia with support and activities. - 5,119.01Bee Program - 767Community Garden Program - 817.65 |
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