PELLA COMMUNITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PELLA COMMUNITY FOUNDATION (EIN 42-1374038)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202433199349305743
- 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 | 2024-11-14T11:45:17-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421260052 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN MAANEN SIETSTRA MEYER & NIKKEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 381 | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502190381 | 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 | 421374038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELLA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PELL | BusinessNameControlTxt |
| Phone | 8006217690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 112 | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM BRANDL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6416288003 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MEYER CPA | PreparerPersonNm |
| PTIN | P00472350 | PTIN |
| Phone | 6416283737 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM BRANDL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 112 | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,367,950 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | THE BASIC PURPOSE OF THE FOUNDATION IS TO ENHANCE THE HERITAGE AND THE QUALITY OF LIFE OF THE PEOPLE OF PELLA BY FACILITATING AND SUPPORTING THE WORK OF THE NON-PROFIT ORGANIZATIONS OF THE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $390,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,995,384 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,826 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $159,909 | PYInvestmentIncomeAmt |
| CY Investment Income | $670,875 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $578,693 | PYTotalRevenueAmt |
| CY Total Revenue | $9,681,760 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $124,838 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $104,787 | 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 | $8,528 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $170,829 | PYOtherExpensesAmt |
| CY Other Expenses | $243,683 | CYOtherExpensesAmt |
| PY Total Expenses | $295,667 | PYTotalExpensesAmt |
| CY Total Expenses | $348,470 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $283,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,333,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,419,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,455,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,906,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,986,784 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,512,353 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,468,303 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE FOUNDATION IS TO PRESERVE THE HERITAGE AND ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF PELLA BY TRANSFERRING FUNDS FROM PEOPLE WHO WISH TO HELP OTHERS, TO THE NON-PROFIT ORGANIZATIONS THAT DO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $312,935 | ExpenseAmt |
| Grant | $104,787 | GrantAmt |
| Desc | MAKES GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS IN THE AREA OF PELLA THAT WILL USE THE GRANTS TO INCREASE THE QUALITY OF LIFE IN PELLA. | Desc |
| Total Program Service Expenses | $312,935 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF VAN MAANEN | PersonNm |
| Phone | 6416283737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MAIN STREET | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| BARB BRAAFHART | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| SUSAN CANFIELD | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| DAN DE COOK | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| LORI FORSYTHE | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOHN KOOLSTRA | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JEFF VAN MAANEN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOE MICHMERSHUIZEN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATIE MILLER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARK VAN ROEKEL | |||||
| CHAIR | Yes (X) | $0 | $0 | $0 | |
| TRICIA VERMEER | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ARVIN VOS | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MARK WISKUS | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | |
| JIM BRANDL | |||||
| PRESIDENT | $0 | $0 | $0 | Yes (X) | |
| ARDITH SUTPHEN | |||||
| SECRETARY/TR | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $8,995,384 | AllOtherContributionsAmt |
| Noncash Contributions | $7,245,564 | NoncashContributionsAmt |
| Total Contributions | $8,995,384 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FEES | $9,533 | $9,533 | |
| FARMLAND | $5,968 | $5,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,501 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $201,301 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,155,764 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,686,190 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $469,574 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $469,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $469,574 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,681,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $680,408 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,968 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,787 | TotalAmt |
| Program Services | $104,787 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,257 | TotalAmt |
| Management And General | $25,257 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747 | TotalAmt |
| Fundraising | $747 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,781 | TotalAmt |
| Fundraising | $7,781 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,877 | TotalAmt |
| Program Services | $1,877 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844 | TotalAmt |
| Program Services | $844 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SMALL DONATIONS / GRANTS | $205,427 | $205,427 | |
| DUES | $1,750 | $1,750 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,470 | TotalAmt |
| Program Services | $312,935 | ProgramServicesAmt |
| Management And General | $27,007 | ManagementAndGeneralAmt |
| Fundraising | $8,528 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,414 | BOYAmt |
| EOY | $2,548,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,963,308 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,778 | BOYAmt |
| EOY | $5,963,308 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,606,852 | BOYAmt |
| EOY | $10,943,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,419,044 | BOYAmt |
| EOY | $19,455,087 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,906,691 | BOYAmt |
| EOY | $1,986,784 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,906,691 | BOYAmt |
| EOY | $1,986,784 | 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 | $7,512,353 | BOYAmt |
| EOY | $17,468,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,512,353 | BOYAmt |
| EOY | $17,468,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,419,044 | BOYAmt |
| EOY | $19,455,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,333,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $622,660 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | 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 | $199,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $653,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,995,384 | CurrentTaxYearAmt |
| Total | $10,430,377 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $653,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,995,384 | CurrentTaxYearAmt |
| Total | $10,430,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,430,377 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,968 | CurrentTaxYearAmt |
| Total | $219,938 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,650,315 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $858,039 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Grants | $19,227 | DonorAdvisedFundsGrantsAmt |
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,963,308 | OtherCostOrOtherBasisAmt |
| Book Value | $5,963,308 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,963,308 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $9,681,760 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $9,681,760 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,681,760 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $348,470 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $348,470 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $348,470 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | SEVERAL LOCAL NONPROFITS HAVE CHOSEN TO INVEST SOME OF THEIR FUNDS THROUGH THE PELLA COMMUNITY FOUNDATION'S INVESTMENTS. THE PELLA COMMUNITY FOUNDATION HAS AN INVESTMENT PROGRAM THAT ALLOWS FOR A DIVERSIFIED PORTFOLIO OF INVESTMENTS. THIS HAS ALLOWED LOCAL NONPROFITS TO DIVERSIFY THEIR PORTFOLIOS MORE THAN WOULD HAVE BEEN POSSIBLE ON THEIR OWN. THE PELLA COMMUNITY FOUNDATION AND THE LOCAL NONPROFITS HAVE AN AGENCY AGREEMENT, WHERE THE INVESTING NONPROFITS HAVE SIGNED AN AGREEMENT THAT THEY HAVE ACCEPTED THE RISK OF THESE INVESTMENTS. DISTRIBUTIONS (UP TO 100% OF THE FUND BALANCE) OF THE FUND IS PURSUANT TO REQUESTS OF THE AGENCY SUBMITTED IN WRITING AUTHORIZING SUCH DISTRIBUTIONS. THE RESOLUTION SHALL STATE THE SPECIFIC REASON(S) FOR THE REQUEST AND DESCRIBE WHY SUCH DISTRIBUTION WOULD FURTHER THE LEGITIMATE INTERESTS OF THE AGENCY AND HOW THE FIDUCIARY RESPONSIBILITIES TO PRIOR CONTRIBUTIONS WILL BE FULFILLED. ANY SUCH DISTRIBUTION OF THE FUND'S PRINCIPAL, IN WHOLE OR IN PART, SHALL BE SUBJECT TO THE APPROVAL OF THE FOUNDATION'S BOARD OF DIRECTORS, WHICH SHALL NOT BE UNREASONABLY WITHHELD, AND WILL BE MADE WITHIN 90 DAYS OF THE REQUIRED APPROVALS. THE FOUNDATION PROVIDES A WRITTEN STATEMENT TO THE AGENCY NO LATER THAN 30 DAYS AFTER THE END OF EACH QUARTER SHOWING THE PERFORMANCE AND ACTIVITY OF THE FUND. THE FEE TO ADMINISTER THE INVESTMENTS BY THE FOUNDATION IS .5% OF THE MARKET VALUE OF THE FUNDS ASSETS AT THE FISCAL YEAR-END. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| CROSSROADS OF PELLA | |||||
| 712 UNION ST | PELLA | IA | 50219 | $19,227 | EARNINGS/DONATION |
| DOLLARS FOR SCHOLARS | |||||
| PO BOX 131 | PELLA | IA | 50219 | $48,448 | EARNINGS/SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | LOCAL NONPROFITS SUBMIT GRANTS TO THE PELLA COMMUNITY FOUNDATION EACH YEAR REQUESTING FUNDS TO HELP THEM MEET THEIR CHARITABLE PURPOSE. THE GRANTS ARE EVALAUTED BY A COMMITTEE OF THE PELLA COMMUNITY FOUNDATION AND RATED B Y ALL THE MEMBERS OF THE COMMITTEE. A WEIGHTED AVERAGE IS THEN CALCULATED TO DETERMINE WHICH GRANT APPLICATIONS WILL BE FUNDED AND FOR HOW MUCH. B | ExplanationTxt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,245,564 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS PERFORM MANAGEMENT, FINANCE AND MARKETING SERVICES FOR THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 WAS SENT TO A SECURE ELECTRONIC PORTAL TO WHICH ALL THE MEMBERS OF THE BOARD WERE GIVEN A PASSWORD TO REVIEW 990 AND COMMENT ON ANY ITEMS THEY QUESTIONED BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO DISCLOS E ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF A CONFLICT OF INTER EST EXISTS THAT PERSON MAY MAKE A FACTUAL PRESENTATION TO THE BOARD OR COM MITTEE, BUT AFTER SUCH PRESENTATION SHALL LEAVE THE MEETING DURING DISCUSS ION OF AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS ARE PUBLISHED IN AN ANNUAL REPORT THAT IS SENT OUT TO ALL PAST CONTRIBUTORS AND ARE MADE AVAILABLE TO ALL LOCAL ORGANIZATIONS LAW OFFICES, FINANCIAL PLANNERS AND IS ALSO AVAILABLE TO THE PUBLIC ON LIN E AT THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS, POLICIES AND THE TA X RETURN ARE AVAILABLE ON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROW PELLA HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 112 | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812965616 | EIN |
| Primary Activities | LAND | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELLA COMM | BusinessNameLine1Txt |
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