CHEROKEE COMMUNITY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHEROKEE COMMUNITY FOUNDATION (EIN 30-0036983)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-17
IRS object ID
202411699349301231
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

FieldValueIRS element (for citing)
Return2024-06-17T14:27:35-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201892306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURKHARDT & DAWSON CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1793 NORTH SECOND STREETAddressLine1Txt
CityCHEROKEECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51012ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300036983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHEROKEE COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHERBusinessNameControlTxt
Phone7122255749PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1416 W MAIN STAddressLine1Txt
CityCHEROKEECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA LUCASPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone7122255749PhoneNum
Signature2024-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAPersonFirstNm
Person LastLUCASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORGAN GRAVENISH CPAPreparerPersonNm
PTINP01643226PTIN
Phone7122255755PhoneNum
Preparation2024-06-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCRAIG SCHMIDTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1416 W MAIN STAddressLine1Txt
CityCHEROKEECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$139,373GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTO ENHANCE OR DEVELOP QUALITY OF LIFE FACILITIES AND ACTIVITIES IN CHEROKEE, IAActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$275,208PYContributionsGrantsAmt
CY Contributions Grants$136,694CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$203PYInvestmentIncomeAmt
CY Investment Income$2,679CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$275,411PYTotalRevenueAmt
CY Total Revenue$139,373CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$103,442PYOtherExpensesAmt
CY Other Expenses$97,091CYOtherExpensesAmt
PY Total Expenses$103,442PYTotalExpensesAmt
CY Total Expenses$97,091CYTotalExpensesAmt
PY Revenues Less Expenses$171,969PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$42,282CYRevenuesLessExpensesAmt
Total Assets BOY$261,658TotalAssetsBOYAmt
Total Assets EOY$306,500TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$261,658NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$306,500NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ENHANCE AND DEVELOP QUALITY OF LIFE ACTIVITIES WITHIN THE CITY OF CHEROKEE, IAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMAGNETIC PARK - ENGINEERING, CONSTRUCTION AND EQUIPMENT COSTS FOR THE DEVELOPMENT OF A 2.25 MILE RECREATIONAL, PAVED TRAIL TO INCLUDE OUTDOOR CLASSROOMS, HISTORIC RECOGNITIONS SITES, POLLINATION GARDENS AND A RUSTIC PLAYGROUND AREA - GRANT INCOME REPORTED ON PART VIIIDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTOYS FOR TOTS - PURCHASE TOYS AND CLOTHING FOR NEEDY CHILDREN TO BE DISTRIBUTED DURING THE CHRISTMAS SEASON - INCOME REPORTED ON PART VIIIDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSKATE PARK - ENGINEERING, CONSTRUCTION AND EQUIPMENT COSTS FOR THE DEVELOPMENT OF A SKATE PARK - INCOME REPORTED ON PART VIIIDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$97,091ExpenseAmt
DescHISTORIC PRESERVATION - TRAVEL & CONFERENCE EXPENSES - INCOME REPORTED ON PART VIII SANFORD MUSEUM & PLANETARIUM - TO BE USED TO MAINTAIN AND UPGRADE EXHIBITS - INCOME REPORTED ON PART VIIIDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$97,091TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$97,091TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSARA LUCASPersonNm
Phone7122255749PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1416 W MAIN STAddressLine1Txt
CityCHEROKEECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51012ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MELINDA BROWN
DIRECTOR0.25Yes (X)$0$0$0
TIMOTHY HOFFMAN
DIRECTOR0.25Yes (X)$0$0$0
LORNA KOHN
DIRECTOR0.25Yes (X)$0$0$0
ERIC LIST
DIRECTOR0.25Yes (X)$0$0$0
CRAIG SCHMIDT
MAYOR0.25Yes (X)$0$0$0
DAVID WILBERDING
DIRECTOR0.25Yes (X)$0$0$0
SARA LUCAS
SECRETARY/TR0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$12,000GovernmentGrantsAmt
All Other Contributions$124,694AllOtherContributionsAmt
Total Contributions$136,694TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,679TotalRevenueColumnAmt
Related Or Exempt Func Income$2,679RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$139,373TotalRevenueColumnAmt
Related Or Exempt Func Income$2,679RelatedOrExemptFuncIncomeAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Program Services$350ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,032TotalAmt
Program Services$1,032ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
TRAILS PROJECT CONSTRUCT$63,950$63,950
TOYS, CLOTHING NEEDY KIDS$11,109$11,109
SKATE PARK CONSTRUCTION$7,695$7,695
HISTORIC PRESERVATION EXP$6,505$6,505

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,250TotalAmt
Program Services$6,250ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$97,091TotalAmt
Program Services$97,091ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$261,658BOYAmt
EOY$114,029EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$192,471EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$261,658BOYAmt
EOY$306,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$261,658BOYAmt
EOY$306,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$261,658BOYAmt
EOY$306,500EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$261,658BOYAmt
EOY$306,500EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$42,282ReconcilationRevenueExpnssAmt
Prior Period Adjustments$2,560PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,764CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$273,723CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$502,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$275,208CurrentTaxYearMinus1YearAmt
Current Tax Year$136,694CurrentTaxYearAmt
Total$1,343,001TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,764CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$273,723CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$502,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$275,208CurrentTaxYearMinus1YearAmt
Current Tax Year$136,694CurrentTaxYearAmt
Total$1,343,001TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,059SubstantialContributorsTotAmt
Public Support Total170$1,334,942PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$476CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$418CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$274CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$203CurrentTaxYearMinus1YearAmt
Current Tax Year$2,679CurrentTaxYearAmt
Total$4,050TotalAmt
FieldValueIRS element (for citing)
Total Support$1,347,051TotalSupportAmt
Gross Receipts Rltd Activities$3,574GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99100PublicSupportCY170Pct
Public Support PY1700.99750PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DHISTORIC PRESERVATION - TRAVEL & CONFERENCE EXPENSES - INCOME REPORTED ON PART VIII SANFORD MUSEUM & PLANETARIUM - TO BE USED TO MAINTAIN AND UPGRADE EXHIBITS - INCOME REPORTED ON PART VIII
FORM 990, PAGE 6, PART VI, LINE 11BA COMPLETED COPY OF FORM 990 WAS DISTRIBUTED TO OFFICERS AND DIRECTORS OF THE ORGANIZATION FOR THEIR REVIEW. THERE WERE NO RECOMMENDATIONS FOR CHANGES OR CORRECTIONS.
FORM 990, PAGE 6, PART VI, LINE 19OFFICERS AND DIRECTORS ARE AWARE THAT ALL FINANCIAL STATEMENTS AND POLICIES OF THE CHEROKEE COMMUNITY FOUNDATION ARE AVAILABLE FOR PUBLIC INSPECTION AND ARE LOCATED FOR VIEWING AT CHEROKEE IA CITY HALL, MONDAY THROUGH FRIDAY FROM 8 A.M. TO 4:30 P.M. COPIES ARE ALSO PROVIDED UPON REQUEST.

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