IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
IOWA LAKES ELECTRIC MEMBERS CHARITABLE FOUNDATION (EIN 82-5248472)
Tax period
2019-01-01 to 2019-12-31
Filed
2021-06-28
IRS object ID
202101799349100760
Schema version
2019v5.0
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)
Return2021-06-28T13:20:17-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonBRUCE CHRESTIANSENPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Signature2021-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID W HOWARD LPA EAPreparerPersonNm
PTINP00196224PTIN
Phone7123623583PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,875FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$68,175ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Other Income Rev And Expnss$12OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$68,187TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,209TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,209TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$600OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$600OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,809TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,809TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,575ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,575ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,384TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,384TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,803ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,072SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,875SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,875SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$20,072TotalAssetsBOYAmt
Total Assets EOY$22,875TotalAssetsEOYAmt
Total Assets EOYFMV$22,875TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$20,072NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$20,072TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,875TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,072TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,875TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,072TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,803ExcessRevenueOverExpensesAmt
Subtotal$22,875SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,875TotNetAstOrFundBalancesEOYAmt

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 (8 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
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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,384ExpensesAndContributionsAmt
Qualifying Distributions$65,384QualifyingDistributionsAmt
Adjusted Qualifying Distri$65,384AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$65,384QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$65,384RemainingDistriFromCorpusAmt
Total Corpus$65,384TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$65,384CorpusDistri170b1EOr4942g3Amt

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 AddressNO 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 (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AURELIA KIWANIS CLUB
5208 10TH AVENUEAURELIAIA51005WALKING TRAIL PROJECT$5,000
BACKSTAGE IN BANCROFT
306 N RIDGELY STALGONAIA50511SOUND EQUIPMENT IMPROVEMENT FOR BANCROFT DINNER THEATER$2,500
BIRTHRIGHT SPENCER
601 GRAND AVE PO BOX 665SPENCERIA51301ELPING HANDS BABY SUPPLY CLOSET$1,200
CITY OF ARNOLDS PARK
156 N HWY 71 PO BOX 437ARNOLDS PARKIA51331LAKES PICKLEBALL COURTS$2,500
CITY OF ARNOLDS PARK WILDCAT RENO
156 N HWY 71 PO BOX 437ARNOLDS PARKIA51331WILDCAT STATIUM RENOVATION$4,000
CITY OF OKOBOJI
1322 HWY 71 NOKOBOJIIA51355LAKES PICKLEBALL COURTS$2,500
CLAY COUNTY HERITAGE
7 GRAND AVESPENCERIA51301SPENCER FIRE OF 1931 INTERACTIVE EXHIBIT$3,500
DICKINSON COUNTY HISTORICAL SOCIETY
1708 KEOKUK ST PO BOX 532SPIRIT LAKEIA51360TRAIN CABOOSE PREVENTION$2,000
HOPE HAVEN FAITH HOPE CHARITY
1800 19TH ST PO BOX 70ROCK VALLEYIA51247SENSORY LOUNGERS FOR FAITH HOPE AND CHARITY IN STORM LAKE$2,375
KOSSUTH COUNTY HISTORICAL SOCIETY
122 S DODGE STALGONAIA50511HISTORICAL BUILDINGS PAINT AND REPAIRS$1,000
PALO ALTO COUNTY CONSERVATION BOARD
3267 350TH AVE PO BOX 417RUTHVENIA51358PLAYGROUND EQUIPMENT$5,000
POCAHONTAS RURAL FIRE DEPARTMENT
57939 230TH AVEPOCAHONTASIA505742010 RURAL FIRE PUMPER TRUCK$5,000
READY SET GROW
101 W 5TH STALTAIA51002EXPANSION OF METHODIST MANOR - ENHANCING INTERGERERATIONAL PLAY$4,000
REGIONAL WELLNESS CENTER
415 S 18TH STESTHERVILLEIA51334SPLASHPAD AND PLAYGROUND$3,000
ROTARY CLUB OF IOWA GREAT LAKES
PO BOX 132OKOBOJIIA51355A MUSICAL PLAY COMPONENT TO THE PLAYGROUND$5,000
SIOUX RAPIDS FIREFIGHTERS ASSOCIATI
718 FRONT ST PO BOX 251SIOUX RAPIDSIA50585ITEMS TO FULLY EQUIP A KUBOTA SIDE-BY-SIDE TWO PASSANGER UTV FOR FIREFIGHTING AND RESCUE OPERATIONS$5,000
CLAY COUNTY UPPER DES MOINES OPP IN
714 10TH AVE ESPENCERIA51301BACK TO SCHOOL PROGRAM$1,000
WALLINGFORD FIRE AMBULANCE
101 SAINT JAMES AVENUE PO BOX 307WALLINGFORDIA51365FIRE EQUIPMENT - HOSE FITTINGS, VENTATLATION FAN WILDLAND AND COMMUNICATION EQUIPMENT$5,000
EMMET COUNTY UPPER DES MOINES OPP I
1527 CENTRAL AVEESTHERVILLEIA51334EMMET COUNTY CHRISTMAS PROGRAM$1,500
POCAHONTAS CO - UPPER DES MOINES OP
406 NW 7TH STPOCAHONTASIA50574BACK TO SCHOOL PROGRAM$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,575TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12TotalIncomeProducingActyAmt

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)
DescIRS NON PROFIT APPLICATION FEEDesc
Revenue And Expenses Per Books$600RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$600DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$12RevenueAndExpensesPerBooksAmt

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