IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION (EIN 82-5248472)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202501209349102505
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T15:12:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2689 COMMERCE DRIVE NW SUITE 201 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825248472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA LAKES ELECTRIC MEMBERS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IOWA | BusinessNameControlTxt |
| Phone | 8002254532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 1ST AVE S | AddressLine1Txt |
| City | ESTHERVILLE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51334 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET DEIM | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 8002254532 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE LUTZKE CPA | PreparerPersonNm |
| PTIN | P01760889 | PTIN |
| Phone | 5072802300 | PhoneNum |
| Preparation | 2025-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,969 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $78,182 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $225 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $2,500 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $80,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,362 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $3,241 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $324 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,917 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,969 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $40,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,543 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,969 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,969 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SIEVERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8002254532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 1ST AVE S | AddressLine1Txt |
| City | ESTHERVILLE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JARRETT SMITH | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JANET DEIM | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| RUTH BROWN | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHEILA BORCHERS | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | TREASURER | 1.00 | $0 | $0 | $0 |
| BOB EMGARTEN | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBIN HAUSWIRTH | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNN WINTERHOF | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN SIEVERS | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER SIEVERT | ||||||||
| 702 1ST AVE S | ESTHERVILLE | IA | 51334 | VP CORP RELATIONS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,686 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $69,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,295 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $194,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,608 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $264,465 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $264,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $69,141 | ExcessFromYear3Amt |
| Excess From Year2 | $69,421 | ExcessFromYear2Amt |
| Excess From Year1 | $56,295 | ExcessFromYear1Amt |
| Excess From Current Year | $69,608 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IOWA LAKES ELECTRIC MEMBERS CHARITA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 1ST AVE S | AddressLine1Txt |
| City | ESTHERVILLE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002254532 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION REQUIREMENTS/CHECKLIST MUST CONTAIN THE FOLLOWING: 1. COMPLETED APPLICATION FORM 2. COMPLETED BUDGET SHOWING HOW REQUESTED FUNDS WILL BE SPENT 3. COPY OF 501(C)( ) OR NON-PROFIT STATUS LETTER (LETTER OF DETERMINATION FROM IRS) 4. COPY OF IRS FORM 990 (PAGES 1 AND 2 FOR PREVIOUS YEAR) 5. THREE LETTERS OF RECOMMENDATION OR SUPPORT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AS DETERMINED ANNUALLY BY THE FOUNDATION BOARD. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS WILL BE USED PRIMARILY IN THE LOCAL AREA SERVED BY THE COOPERATIVE FOR CHARITABLE AND EDUCATION PURPOSES. GRANTS WILL GENERALLY BE MADE TO NON-PROFIT, CIVIC OR COMMUNITY-BASED ORGANIZATIONS THAT DEMONSTRATE A COMMITMENT TO ENHANCE THE QUALITY OF LIFE IN THE REGION. PROJECTS SHOULD FIT IN ONE OR MORE OF THESE CATEGORIES: COMMUNITY SERVICE, ECONOMIC DEVELOPMENT, EDUCATION AND/OR YOUTH, ENVIRONMENT, DISASTER RELIEF. APPLICATIONS MUST BE SUBMITTED ON OFFICIAL IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION APPLICATION FORMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AURELIA KIWANIS CLUB | |||||||
| 5208 10TH AVE | AURELIA | IA | 51005 | N/A | NC | AURELIA KIWANIS WALKING PATH ADDITION | $5,000 |
| CENTERS AGAINST ABUSE AND SEXUAL ASSAULT (CAASA) | |||||||
| 521 S GRAND AVE | SPENCER | IA | 51301 | N/A | PC | PURCHASE AND REPLENISH ITEMS LOST IN THE RECENT FLOODS | $1,500 |
| CHEROKEE COUNTY CONSERVATION BOARD | |||||||
| 629 RIVER RD | CHEROKEE | IA | 51012 | N/A | GOV | PURCHASE EQUIPMENT FOR LICKLIDER TRAP FIELDS | $3,000 |
| CHEROKEE ROTARY CLUB | |||||||
| PO BOX 163 | CHEROKEE | IA | 51012 | N/A | NC | BACKPACK BUDDIES | $2,000 |
| CLAY AND BUENA VISTA FARM BUREAU | |||||||
| 1707 LAKE AVE N | STORM LAKE | IA | 50522 | N/A | NC | SUPPLIES FOR THE STUDY OF THE LIFECYCLE OF A CHICKEN | $765 |
| EMMET COUNTY IZAAK WALTON LEAGUE | |||||||
| 720 VALLEY DRIVE | ESTHERVILLE | IA | 51334 | N/A | PC | PURCHASE AND INSTALL NEW LIGHTS ON THE RANGE. | $3,000 |
| EMMETSBURG COMMUNITY DEVELOPMENT FOUNDATION | |||||||
| 2021 MAIN STREET PO BOX 417 | EMMETSBURG | IA | 50536 | N/A | PC | PURCHASE EQUIPMENT FOR THE SOPER PARK SPLASH PAD | $5,000 |
| EMMETSBURG MUNICIPAL BAND | |||||||
| PO BOX 184 | EMMETSBURG | IA | 50536 | N/A | PC | PERCUSSION INSTRUMENTS | $2,000 |
| EMMETSBURG ROTARY CLUB | |||||||
| 2 N SUPERIOR STREET | EMMETSBURG | IA | 50536 | N/A | NC | GENERAL OPERATIONS | $1,000 |
| FONDA FIRE DEPARTMENT | |||||||
| 813 N QUEEN STREET | FONDA | IA | 50540 | N/A | GOV | FIRE TRUCK #472 UPGRADE | $5,000 |
| LAKES AREA HOCKEY ASSOCIATION (LAHA) | |||||||
| 3800 SUNNER AVE | SPIRIT LAKE | IA | 51360 | N/A | PC | CONVERT LOCKER ROOM SPACE FOR GIRLS | $5,000 |
| LAKOTA COMMUNITY FIRE COMPANY | |||||||
| PO BOX 167 | LAKOTA | IA | 50451 | N/A | PC | PURCHASE FIRE FIGHTER BUNKER GEAR/PPE/SCBA/TURNOUT GEAR | $10,000 |
| POCAHONTAS COMMUNITY FOUNDATION DBA POCAHONTAS CHAMBER & FIRE DEPARTMENT | |||||||
| PO BOX 124 | POCAHONTAS | IA | 50574 | N/A | GOV | PURCHASE ANIMATRONIC FEATURES FOR THE POCAHAUNTUS HAUNTED HOUSE | $2,000 |
| ROMANS WISH | |||||||
| 4307 125TH AVE | SWEA CITY | IA | 50590 | N/A | PC | COMFORT BOXES FOR GRIEVING FAMILIES | $1,000 |
| ROYAL CLAY LINCOLN FIRE DEPARTMENT | |||||||
| 404 MAIN STREET | ROYAL | IA | 51357 | N/A | GOV | JAWS OF LIFE | $5,000 |
| ROYAL HISTORICAL SOCIETY | |||||||
| 102 6TH AVE | ROYAL | IA | 51357 | N/A | PC | PURCHASE A NEW SET OF HANDICAP ACCESSIBLE STEPS AND RAMPS. | $5,000 |
| THE BRIDGE OF STORM LAKE | |||||||
| 529 SENECA STREET | STORM LAKE | IA | 50588 | N/A | PC | THE BRIDGE BUILDING EXTERIOR PAINT PROJECT | $2,250 |
| TINY TREASURERS COMMUNITY DAYCARE CENTER | |||||||
| 214 N 6TH STREET | ESTHERVILLE | IA | 51334 | N/A | PC | PURCHASE FENCING FOR THE DAYCARE CENTER. | $5,000 |
| WALLINGFORD FIRE AND EMERGENCY MEDICAL SERVICES | |||||||
| 101 ST JAMES AVE | WALLINGFORD | IA | 51365 | N/A | GOV | PURCHASE EQUIPMENT FOR WILDLAND RESPONSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,515 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA LAKES ELECTRIC COOPERATIVE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 S 1ST ST | AddressLine1Txt |
| City | ESTHERVILLE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $73,457 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $2,363 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,362 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AURELIA KIWANIS CLUB | |||||||||||
| 5208 10TH AVE | AURELIA | IA | 51005 | 2024-10-03 | $5,000 | TO CREATE AN ADDITION FOR THE AURELIA KIWANIS WALKING PATH | $5,000 | NONE | 8/21/24 | 2024-08-21 | ENSURE GRANT WAS USED FOR CHARITABLE PURPOSES AS OF JANUARY 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| CHEROKEE ROTARY CLUB | |||||||||||
| PO BOX 163 | CHEROKEE | IA | 51012 | 2024-01-09 | $2,000 | TO SUPPORT THE CHEROKEE ELEMENTARY SCHOOL WEEKEND FOOD PACKET PROGRAM. FUNDS USED TO PURCHASE FOOD ITEMS FOR PACKETS. | $2,000 | NONE | 1/31/24 | 2024-01-31 | ENSURE GRANT WAS USED FOR CHARITABLE PURPOSES AS OF JANUARY 31, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| CLAY AND BUENA VISTA FARM BUREAU | |||||||||||
| 1707 LAKE AVE N | STORM LAKE | IA | 50522 | 2024-01-09 | $765 | TO PURCHASE SUPPLIES FOR THE STUDY OF THE LIFECYCLE OF A CHICKEN. | $765 | NONE | 3/13/24 | 2024-03-13 | ENSURE GRANT WAS USED FOR CHARITABLE PURPOSES AS OF MARCH 13, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
| EMMETSBURG ROTARY CLUB | |||||||||||
| 2 N SUPERIOR STREET | EMMETSBURG | IA | 50536 | 2024-01-09 | $1,000 | OUTDOOR MUSICAL INSTRUMENTS | $1,000 | NONE | 6/11/24 | 2024-06-11 | ENSURE GRANT WAS USED FOR CHARITABLE PURPOSES AS OF JUNE 11, 2024 AS OUTLINED IN THE GRANT APPLICATION. |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
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