COMMUNITY FOUNDATION OF CARROLL COUNTY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF CARROLL COUNTY (EIN 20-1413585)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-15
- IRS object ID
- 202413209349318751
- Schema version
- 2023v5.1
- 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 | 2024-11-15T12:40:48-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421306208 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neu Minnich & Comito PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 N Main | AddressLine1Txt |
| City | Carroll | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201413585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Comm Foundation of Carroll County Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7127923508 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 N Main St | AddressLine1Txt |
| City | Carroll | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacey Tonniges | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | FRANK J COMITO | PreparerPersonNm |
| PTIN | P00965277 | PTIN |
| Phone | 7127923508 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 N Main St | AddressLine1Txt |
| City | Carroll | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $448,950 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Activity Or Mission | The Organization's purpose is to administer various charitable funds, including funds received from the State of Iowa to be used for the benefit of the citizens of Carroll and Sac counties. The Organization administers and grows various 501(c)(3) endowment funds, including those endowment funds created for each county under state statute, for the benefit of Iowa citizens. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $561,775 | PYContributionsGrantsAmt |
| CY Contributions Grants | $383,027 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$24,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,923 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $537,575 | PYTotalRevenueAmt |
| CY Total Revenue | $448,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $376,259 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $401,836 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,634 | PYOtherExpensesAmt |
| CY Other Expenses | $24,941 | CYOtherExpensesAmt |
| PY Total Expenses | $402,893 | PYTotalExpensesAmt |
| CY Total Expenses | $426,777 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $134,682 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,856,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,878,943 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,856,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,878,943 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization's purpose is to administer various charitable funds, including funds received from the State of Iowa to be used for the benefit of the citizens of Carroll and Sac counties. The Organization administers and grows various 501(c)(3) endowment funds, including those endowment funds created for each county under state statute, for the benefit of Iowa citizens. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $406,823 | ExpenseAmt |
| Grant | $401,836 | GrantAmt |
| Desc | The Organization directly administers multiple funds, including seven endowment funds, according to the federal and state requirements, and the National Standards for Community Foundations. The majority of the direct support for the Organization is received from the State of Iowa, currently for the benefit of Carroll County and Sac County. Of those funds, 25% are required to be placed in permanent endowments for the benefit of the citizens of Carroll County and Sac County. The remaining funds from the State are to be used for the public benefit of each county to enhance the cultural, educational, and recreational opportunities, as well as for the public health and safety of local communities and other community opportunities. The Organization will only provide grants to qualified projects meeting the charitable objectives to benefit community citizens and to governmental organizations or those recognized as eligible charitable organizations under 26 U.S.C. 501(c)(3) or those similarly qualified. Similarly, the Organization administers its other funds to meet their stated functions, under the Organization's governing criteria.During the current year the Organization awarded 40 grants for the following types of projects: flooring replacement for American legion, shelter house improvements, toys for a daycare, security cameras for a daycare, lighting and fencing for baseball field, kayaks & trailers for conservation board, sending kids with cancer to summer camp, community sign, tanker truck for fire department, industrial fans for county fair, infant room, facility improvements, cooler and compressor, smart tv and computer for senior center, church restoration and repair, break area for staff of mental health center, handicapped accessible bus, trail resurfacing, nature play addition, playground expansion, facility for wrestling club, improvements for rec center, contribution to community center, and entrace sign for local community. | Desc |
| Total Program Service Expenses | $406,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mike Nelson | PersonNm |
| Phone | 7127929772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 W US Highway 30 | AddressLine1Txt |
| City | Carroll | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Stacey Tonniges | ||||||
| President & CEO | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Brian Johnson | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Charles Nixon | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Jon Heim | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Sharday Eischeid | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Sondra Rierson | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Kara Havick | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Brad Pick | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Chris Danner | ||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $317,827 | GovernmentGrantsAmt |
| All Other Contributions | $65,200 | AllOtherContributionsAmt |
| Total Contributions | $383,027 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,923 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,923 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $448,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,923 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,444 | TotalAmt |
| Program Services | $401,444 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392 | TotalAmt |
| Program Services | $392 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,881 | TotalAmt |
| Program Services | $3,776 | ProgramServicesAmt |
| Management And General | $15,105 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245 | TotalAmt |
| Program Services | $449 | ProgramServicesAmt |
| Management And General | $1,796 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712 | TotalAmt |
| Program Services | $142 | ProgramServicesAmt |
| Management And General | $570 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437 | TotalAmt |
| Program Services | $287 | ProgramServicesAmt |
| Management And General | $1,150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360 | TotalAmt |
| Program Services | $72 | ProgramServicesAmt |
| Management And General | $288 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821 | TotalAmt |
| Program Services | $164 | ProgramServicesAmt |
| Management And General | $657 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Membership Dues | $472 | $94 | $378 |
| Misc | $13 | $3 | $10 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,777 | TotalAmt |
| Program Services | $406,823 | ProgramServicesAmt |
| Management And General | $19,954 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4 | BOYAmt |
| EOY | $2 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,744 | BOYAmt |
| EOY | $310,716 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,023 | BOYAmt |
| EOY | $1,568,225 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,856,771 | BOYAmt |
| EOY | $1,878,943 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,603 | BOYAmt |
| EOY | $23,181 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,168 | BOYAmt |
| EOY | $1,855,762 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,856,771 | BOYAmt |
| EOY | $1,878,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,856,771 | BOYAmt |
| EOY | $1,878,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,173 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $378,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $423,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383,027 | CurrentTaxYearAmt |
| Total | $2,074,156 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $378,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $423,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383,027 | CurrentTaxYearAmt |
| Total | $2,074,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $86,070 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,988,086 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,293 | CurrentTaxYearAmt |
| Total | $215,340 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,289,496 | TotalSupportAmt |
| Public Support CY170 | 0.86840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,823,442 | BeginningYearBalanceAmt |
| Contributions | $383,027 | ContributionsAmt |
| Investment Earnings Or Losses | $65,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $401,836 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,941 | AdministrativeExpensesAmt |
| End Year Balance | $1,844,985 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,688,760 | BeginningYearBalanceAmt |
| Contributions | $561,775 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,200 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $376,259 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $26,634 | AdministrativeExpensesAmt |
| End Year Balance | $1,823,442 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,656,468 | BeginningYearBalanceAmt |
| Contributions | $425,468 | ContributionsAmt |
| Investment Earnings Or Losses | $39,125 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $367,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $27,248 | AdministrativeExpensesAmt |
| End Year Balance | $1,726,313 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,598,880 | BeginningYearBalanceAmt |
| Contributions | $328,609 | ContributionsAmt |
| Investment Earnings Or Losses | $34,245 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $280,212 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25,054 | AdministrativeExpensesAmt |
| End Year Balance | $1,656,468 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,528,881 | BeginningYearBalanceAmt |
| Contributions | $378,265 | ContributionsAmt |
| Investment Earnings Or Losses | $38,546 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $322,751 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,061 | AdministrativeExpensesAmt |
| End Year Balance | $1,598,880 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | The endowment funds are designed to generate income such that a percentage of the fund will be available in perpetuity to fund various projects through qualified grants for the benefit of the citizens of Iowa. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| American Legion Post # 607 | |||||||
| 208 Main St | Breda | IA | 51436 | 426073820 | $6,000 | $0 | Flooring |
| Arcadia Betterment & Developm | |||||||
| PO Box 32 | Arcadia | IA | 51430 | 421440569 | $12,000 | $0 | Shelter house improvement |
| Carroll Area Child Care Cente | |||||||
| 112 W 7th St | Carroll | IA | 51401 | 421102094 | $10,000 | $0 | Security cameras |
| Carroll Athlethic Association | |||||||
| 225 E 7th St | Carroll | IA | 51401 | 421527943 | $15,000 | $0 | Stadium lighting & fencing |
| Carroll Co Conservation Found | |||||||
| 22676 Swan Lake Dr | Carroll | IA | 51401 | 421177014 | $7,500 | $0 | Kayaks & trailers |
| City of Auburn IA | |||||||
| 209 Pine St | Auburn | IA | 51433 | 426004253 | $20,000 | $0 | Grant Park trail |
| City of Coon Rapids IA | |||||||
| 123 3rd Ave S | Coon Rapids | IA | 50058 | 426004414 | $25,000 | $0 | Trailside resurfacing |
| City of Dedham IA | |||||||
| City Hall | Dedham | IA | 51440 | 421182423 | $7,500 | $0 | Community sign |
| City of Glidden IA | |||||||
| 108 Idaho | Glidden | IA | 51443 | 426004712 | $10,000 | $0 | Nature play addition |
| City of Lake View IA | |||||||
| 305 Main St | Lake View | IA | 51450 | 426004856 | $20,000 | $0 | Community center |
| City of Odebolt IA | |||||||
| 205 W 2nd St | Odebolt | IA | 51458 | 426005057 | $10,000 | $0 | Playground equipment |
| City of Templeton IA | |||||||
| 16476 290th St | Templeton | IA | 51463 | 426005274 | $15,000 | $0 | Balll park improvements |
| City of Wall Lake IA | |||||||
| 108 Boyer St | Wall Lake | IA | 51466 | 426005309 | $25,000 | $0 | Rec center improvements |
| Comm Fd of Greater Des Moin | |||||||
| 1915 Grand Ave | Des Moines | IA | 50309 | 426139033 | $12,286 | $0 | Odebolt Community Fund donation |
| Coon Rapids Bayard Comm Schoo | |||||||
| 905 North St | Coon Rapids | IA | 50058 | 426039185 | $32,507 | $0 | School project |
| East Sac County Comm Sch Dist | |||||||
| 801 Jackson St | Lake View | IA | 51450 | 274286265 | $10,000 | $0 | Playground equipment |
| Educational Outreach Found | |||||||
| 500 Main St | Coon Rapids | IA | 50058 | 462854205 | $8,000 | $0 | Large industrial fans |
| Lil Wildcat Education Center | |||||||
| 706 Montana St | Glidden | IA | 51443 | 843317030 | $6,000 | $0 | 6-12 mo infant room |
| Manning Betterment Foundation | |||||||
| 721 Center St | Manning | IA | 51455 | 421427287 | $10,000 | $0 | Facility improvement |
| Manning Community Foundation | |||||||
| 130 Heritage Dr | Manning | IA | 51455 | 421158700 | $10,500 | $0 | Hausbarn |
| Mat Rats Wrestling Club | |||||||
| Po Box 61 | Odebolt | IA | 51458 | 923387816 | $25,000 | $0 | Year round facility |
| Mt Carmel Faith Foundation | |||||||
| 21167 150th St | Carroll | IA | 51401 | 873267961 | $11,500 | $0 | Exterior restortation for church |
| New Hope Village Foundation | |||||||
| 1211 E 18th St | Carroll | IA | 51401 | 421315417 | $11,616 | $0 | Tandem tricycle |
| Sac Community Center | |||||||
| PO Box 50583 | Sac City | IA | 50583 | 421388647 | $9,000 | $0 | 100 yr revitalization |
| Sac County Historical Society | |||||||
| 517 S Main St | Odebolt | IA | 51458 | 421043695 | $17,500 | $0 | New Village building |
| St Anthony Foundation | |||||||
| PO Box 628 | Carroll | IA | 51401 | 421419695 | $12,000 | $0 | Handicapped accessible bus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Once an applicant has been approved for a grant, the Organization requires:1. A written certification by the grantee that the grant will be used for the purposes as described in its application.2. A summary of the project's costs, as well as supporting documentation for expenditures for the project such as invoices, photographs of the completed project, etc.3. A final report describing the project its implementation, a discussion of its impact upon the community.4. Photographs of the project or impact of the project, any news articles or letters, website acknowledgments, or other recognition of the Organization or its affiliates contribution to the project.5. In the case of a large project, the Organization might also do a site visit to visually inspect the project. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | No review was or will be conducted. |
| Form 990, Part VI, Section C, Line 19 | No documents available to the public. |
| Form 990, Part XI, Line 9 | Rounding = -$1 |
Comments