PELLA COMMUNITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PELLA COMMUNITY FOUNDATION (EIN 42-1374038)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-12
- IRS object ID
- 201313169349304306
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T11:05:03-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Van Maanen Sietstra & Meyer PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Main Street | AddressLine1 |
| City | Pella | City |
| State | IA | State |
| ZIP Code | 50219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421374038 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pella Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PELL | NameControl |
| Phone | 6416288003 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 112 | AddressLine1 |
| City | Pella | City |
| State | IA | State |
| ZIP Code | 50219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jim Brandl | Name |
| Title | President | Title |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Colleen Williams CPA | Name |
| PTIN | P00087869 | PTIN |
| Phone | 6416283737 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1022147 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 222594 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 952245 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18608 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11006 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 53496 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58896 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 47445 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 342143 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1022147 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 68471 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 257853 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1577 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24161 | OtherExpensePriorYear |
| Other Expenses Current Year | 17778 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 92632 | TotalExpensesPriorYear |
| Total Expenses Current Year | 275631 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 249511 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 746516 | RevenuesLessExpensesCY |
| Total Assets BOY | 3888561 | TotalAssetsBOY |
| Total Assets EOY | 4833421 | TotalAssetsEOY |
| Total Liabilities BOY | 2201060 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2320266 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1687501 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2513155 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 265804 | Expense |
| Grants | 257853 | Grants |
| Revenue | 11006 | Revenue |
| Description | Makes grants to other tax exempt organizations in the City of Pella that will use the grants to increase the quality of life in Pella. Thirty-seven grants were given to charitable organizations totalling $68,471 during the 2011-2012 fiscal year. | Description |
| Total Program Service Expense | 265804 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jeff Van Maanen | NamePerson |
| Telephone Number | 6416283737 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Main St | AddressLine1 |
| City | Pella | City |
| State | IA | State |
| ZIP Code | 50219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Pete Verhey | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Brenda Colvin | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Jim Brandl | |||||||
| President | 1.50 | 0.00 | X | 0 | 0 | 0 | X |
| Mary Van Zante | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Jill VandeWeerd | |||||||
| Secretary | 0.20 | 0.00 | X | 0 | 0 | 0 | X |
| Dave Barnes | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Frank VandenBosch | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Dave Erickson | |||||||
| Treasurer | 0.20 | 0.00 | X | 0 | 0 | 0 | X |
| Tammy Putnam | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Greg Stravers | |||||||
| Chairman | 0.20 | 0.00 | X | 0 | 0 | 0 | |
| Kerrie Ver Ploeg | |||||||
| Director | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Barb Kniff -McCulla | |||||||
| Vice President | 0.20 | 0.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 952245 | AllOtherContributions |
| Total Contributions | 952245 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administration fee | Description |
| Total Revenue Column | 11006 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11006 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11006 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58896 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58896 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1022147 | TotalRevenueColumn |
| Related Or Exempt Function Income | 69902 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257853 | Total |
| Program Services | 257853 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8250 | Total |
| Management And General | 8250 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579 | Total |
| Program Services | 579 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3099 | Total |
| Program Services | 3099 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1800 | Total |
| Program Services | 1800 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| Dues and Subscriptions | 780 | 780 | |
| Printing and Publications | 3270 | 1693 | 1577 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275631 | Total |
| Program Services | 265804 | ProgramServices |
| Management And General | 8250 | ManagementAndGeneral |
| Fundraising | 1577 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365428 | BOY |
| EOY | 386011 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 200000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3153220 | BOY |
| EOY | 3918830 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369913 | BOY |
| EOY | 328580 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3888561 | BOY |
| EOY | 4833421 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2201060 | BOY |
| EOY | 2320266 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2201060 | BOY |
| EOY | 2320266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 892145 | BOY |
| EOY | 2513155 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75041 | BOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 720315 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1687501 | BOY |
| EOY | 2513155 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3888561 | BOY |
| EOY | 4833421 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 746516 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 79138 | ReconciliationUnrealizedInvest |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 187965 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 212931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111202 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241202 | CurrentTaxYearMinus1Year |
| Current Tax Year | 963251 | CurrentTaxYear |
| Total | 1716551 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 187965 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 212931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111202 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241202 | CurrentTaxYearMinus1Year |
| Current Tax Year | 963251 | CurrentTaxYear |
| Total | 1716551 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1716551 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14595 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36428 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58896 | CurrentTaxYear |
| Total | 184276 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 48952 | CurrentTaxYearMinus1Year |
| Total | 48952 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1949779 | TotalSupport |
| Public Support Pertcentage170 | 0.88040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1498406 | BeginningOfYearBalance |
| Other Expenditures | 1498406 | OtherExpenditures |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1385724 | BeginningOfYearBalance |
| Contributions | 223592 | Contributions |
| Investment Earnings Or Losses | -53100 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 18471 | GrantsOrScholarships |
| Other Expenditures | 32716 | OtherExpenditures |
| Administrative Expenses | 6623 | AdministrativeExpenses |
| End Of Year Balance | 1498406 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1141246 | BeginningOfYearBalance |
| Contributions | 51300 | Contributions |
| Investment Earnings Or Losses | 220633 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1661 | GrantsOrScholarships |
| Other Expenditures | 20337 | OtherExpenditures |
| Administrative Expenses | 5457 | AdministrativeExpenses |
| End Of Year Balance | 1385724 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 965740 | BeginningOfYearBalance |
| Contributions | 145145 | Contributions |
| Investment Earnings Or Losses | 52970 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1602 | GrantsOrScholarships |
| Other Expenditures | 17474 | OtherExpenditures |
| Administrative Expenses | 3533 | AdministrativeExpenses |
| End Of Year Balance | 1141246 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125893 | BeginningOfYearBalance |
| Contributions | -85178 | Contributions |
| Investment Earnings Or Losses | 3024 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17396 | GrantsOrScholarships |
| Other Expenditures | 3561 | OtherExpenditures |
| Administrative Expenses | 965740 | AdministrativeExpenses |
| End Of Year Balance | 965740 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
| Total Book Value Other Assets | 328580 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1101285 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 79138 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 79138 | RevenueNotRptdF990 |
| Revenue Subtotal | 1022147 | RevenueSubtotal |
| Total Revenue Per Form990 | 1022147 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 667939 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 392308 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 392308 | ExpensesNotRptdF990 |
| Expenses Subtotal | 275631 | ExpensesSubtotal |
| Total Expenses Per Form990 | 275631 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Promises to give $392308 |
| Part X | Part X : FIN48 Footnote | It is the opinion of management that the Foundation had no uncertain tax positions that would be subject to Interpretation No. 48. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The amounts previously held as Permanent Endowments or quasi-permanent endowment have been reclassified as unrestricted. The Community Foundation has variance powers which allow gifts to be reclassified if the original use is not practical or becomes difficult to administer, as such, no contributions can be considered permanent. In accordance with the reclassification in the audit, all net assets are now considered unrestricted unless a time element would release a temporary restriction. |
| Part IV, Line 2b | Part IV, Line 2b: Explanation of escrow account liability | 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|---|---|---|---|
| Wesley Life | |||||||
| Main St | Pella | IA | 50219 | 200000 | 0 | Senior Housing Development | |
| Pella Comm School District | |||||||
| 210 E University St | Pella | IA | 50219 | 6000 | 0 | Mini-grants to teachers- Council for Educational Excellence | 426038204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| 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 by all the members of the committee. A weighted average is then calculated to determine which grant applications will be funded and for how much. Before grants are paid out to the local nonprofits, they are required to sign a document that states that the grant will be used as described in their application, and they will submit proof to the Pella Community Foundation of their expenditure in accordance with their grant application.In addition, there are grants paid out related to a spending rate set by the board on invested permanent endowment and agency funds. These grants are requested by the owner of the agency funds, or the designated beneficiary of the permanent endowment fund. All owners or beneficiaries are tax exempt nonprofits within the local area as determined by the Pella Community Foundation's exempt purpose. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | 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 line at the organization's website. Governing documents, policies and the tax return are available on request. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The officers, directors and key employees are required annually to disclose any interests that could give rise to conflicts. If a conflict of interest exists that person may make a factual presentation to the board or committee, but after such presentation shall leave the meeting during discussion of and the vote on the transaction or arrangement that results in the conflict of interest. If appropriate, the President or committee, shall appoint a disinterested person to committee to investigate alternatives to the proposed transaction or arrangement.If the board or committe has reasonable cause to believe that a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the response of the member and making such further investigation as may be warranted in the circumstances, the board or committee determined that the member in fact failed to disclose an actual or possible conflict of interest, it shall take appropriated disciplinary and corrective actions. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | 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. |
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