IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION (EIN 82-5248472)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-18
IRS object ID
202230779349100203
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-18T06:39:06-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421406378PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID HOWARD LPA FIRMBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line122 N 7TH STAddressLine1Txt
CityESTHERVILLECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51334ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN825248472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IOWA LAKES ELECTRIC MEMBERSBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIOWABusinessNameControlTxt
Phone8002254532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 S 1ST STAddressLine1Txt
CityESTHERVILLECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51334ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANET DEIMPersonNm
Person TitleChairmanPersonTitleTxt
Signature2022-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANETPersonFirstNm
Person LastDEIMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID W HOWARD LPA EAPreparerPersonNm
PTINP00196224PTIN
Phone7123623583PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,325FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$67,750ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Other Income Rev And Expnss$2OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$67,752TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,042TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$196OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,141ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,141ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,379TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,141TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,627ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,952SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,325SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,325SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$19,952TotalAssetsBOYAmt
Total Assets EOY$16,325TotalAssetsEOYAmt
Total Assets EOYFMV$16,325TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,952NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,325NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,952TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,952TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,952TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,627ExcessRevenueOverExpensesAmt
Subtotal$16,325SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,325TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JANET DEIMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5153202552PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 159AddressLine1Txt
CitySWEA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50590ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JANET DEIM
PO BOX 159SWEA CITYIA50590Chairman1.00$0
JARRETT SMITH
3940 HWY 71SPENCERIA51301VICE CHAIR1.00$0
JOHN BOETTCHER
1200 215TH AVESPIRIT LAKEIA51360Secretary1.00$0
DAN SIEVERS
1669 640TH STSTORM LAKEIA50588Treasurer1.00$0
ROBERT BENEKE
26386 560TH STPALMERIA50571BOARD MEMBER1.00$0
RUTH BROWN
3925 340TH STRUTHVENIA51358BOARD MEMBER1.00$0
BRUCE CHRESTIANSEN
3741 240TH STESTHERVILLEIA51334BOARD MEMBER1.00$0
LYNN WINTERHOF
5679 Y AVEAURELIAIA51005BOARD MEMBER1.00$0
JENNIFER SIEVERT
702 S 1ST STESTHERVILLEIA51334VP CORP RELATIO1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,141ExpensesAndContributionsAmt
Qualifying Distributions$69,141QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$69,141QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$69,141RemainingDistriFromCorpusAmt
Total Corpus$69,141TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$69,141CorpusDistri170b1EOr4942g3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonIA LAKES ELECT MEMBERS CHARITABLE FRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1702 SOUTH 1ST STAddressLine1Txt
CityESTHERVILLECityNm
State AbbreviationIAStateAbbreviationCd
ZIP51334ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8002254532RecipientPhoneNum
Recipient Email AddressNOT APPLICABLERecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION 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 DeadlinesAS DETERMINED ANNUALLY BY THE FOUNDATION BOARDSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS WILL BE USED PRIMARILY IN THE LOCAL AREA SERVED BY THE COOPERATIVE FOR CHARITABLE AND EDUCATIONAL 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, ECONOMIN 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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHEROKEE ROTARY CLUB
PO BOX 163CHEROKEEIA51012BACKPACK BUDDIES AND WEEKEND FOOD PROGRAM$4,000
EMMET COUNTY SHERIFFS OFFICE
114 N 6TH STESTHERVILLEIA51334PURCHASE PPE SUPPLIES AND STAFF SUPPORT APPRECIATION$1,000
KOSSUTH PALO ALTO COUNTY ECONOMIC
106 S DODGE ST SUITE 210ALGONAIA50511PROJECT HOPE$1,000
POCAHANTAS COUNTY FOUNDATION
PO BOX 86POCAHANTASIA50574COMMUNITY PLAYGROUND$5,000
CITY IF TERRIL
PO BOX 125TERRILIA51364LIBRARY GREENSPACE$4,000
CASSA
PO BOX 996SPENCERIA51301CLIENT ASSISTANCE SUPPLIES$2,150
PALO ALTO CO VFW
3205 MAINEMMETSBURGIA50536UPGRADE MEN'S RESTROOM$3,000
CHEROKEE DAY CARE INC
400 N ROOSEVELT AVECHEROKEEIA51052SECURITY SYSTEM$2,000
STOCKMAN'S 4-H CLUB
209 CENTENNIAL DR ACHEROKEEIA51012BEEF WASH RACK$4,000
HANOVER HIST SOCIETY
6194 Y AVEAURELIAIA51005ELEC SERVICE TO BARN$4,000
WALLINGFORD FIRE AMBULANCE
PO BOX 307WALLINGFORDIA51365UPDATE FIRE EQUIPMENT$5,000
SWEA CITY COMMUNITY HISTORICAL SOCI
104 3RD STSWEA CITYIA50590REWIRING OF UPSTAIRS OF SCCHS HOUSE$1,000
LIFEKIDS OF SPENCER
2912 HWY BLVDSPENCERIA51301LIFEKIDS LIBRARY$991
ESTHERVILLE POLICE DEPARTMENT
114 N 6TH STESTHERVILLEIA51334ESTHERVILLE POLICE DEPT SEARCH AND RESCUE PROJECT$5,000
ESTHERVILLE FIRE FIGHTERS ASSOC INC
27 S 5TH STESTHERVILLEIA51334RESCUE TOOLS$5,000
DEPOT RENOVATION INC
119 S 4TH STCHEROKEEIA51012ICRR FIRE ALARM AND NOTIFICATION SYSTEM$2,500
QUIMBY COMMUNITY FIRE DEPT
PO BOX 235QUIMBYIA51049ADDITION TO FIRE STATION$5,000
NEWELL HISTORICIAL SOCIETY
BOX 5NEWELLIA50568PRESERVING THE ALLEE MANSION$2,500
CITY OF ROLFE
319 GARFIELD STROLFEIA50581SUNSET RIDGE PARK PROJECT$8,000
CITY OF SWEA CITY
308 4TH AVE WSWEA CITYIA50590DIGITAL SIGNAGE BOARD$3,000
DICKINSON COUNTY SHERIFF OFFICE
1802 HILL AVE PO BOX 214SPIRIT LAKEIA51360PURCHASE PPE SUPPLIES AND STAFF SUPPORT APPRECIATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,141TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCHECKS ORDERED & STOP PAYMENT FEEDesc
Revenue And Expenses Per Books$196RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt

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