CLEARWATER FOUNDATION INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLEARWATER FOUNDATION INC (EIN 39-1969384)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-30
- IRS object ID
- 201201519349200620
- Schema version
- 2011v1.2
- 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 | 2012-05-30T14:42:33-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JRM & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 National Dr Ste 101 | AddressLine1 |
| City | Onalaska | City |
| State | WI | State |
| ZIP Code | 546506709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391969384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARWATER FARM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLEA | NameControl |
| Phone | 6087816818 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1 |
| City | ONALASKA | City |
| State | WI | State |
| ZIP Code | 54650 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD HENLEY | Name |
| Title | President | Title |
| Date Signed | 2012-05-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD R JAEKEL | Name |
| Phone | 6087818712 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 20011 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 1567 | ContributionsGiftsGrantsEtc |
| Membership Dues | 1730 | MembershipDues |
| Investment Income | 15 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 16699 | FundraisingGrossIncome |
| Special Events Direct Expenses | 5828 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 10871 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 14183 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 395 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 465 | PrintingPublicationsPostage |
| Other Expenses Total | 13301 | OtherExpensesTotal |
| Total Expenses | 14161 | TotalExpenses |
| Excess Or Deficit For Year | 22 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 106083 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 106105 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16083 | BOY |
| EOY | 16105 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90000 | BOY |
| EOY | 90000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106083 | BOY |
| EOY | 106105 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106083 | BOY |
| EOY | 106105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVATION OF FARMSTEAD WITH RELATED EDUCATION | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PRESERVATION OF FARMSTEAD WITH RELATED EDUCATION | DescriptionProgramServiceAccom |
| Grants And Allocations | 14161 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 14161 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MICHELLE GRIMM | ||||||
| 116 OAK FOREST DRIVE | ONALASKA | WI | 54650 | BOARD MEMBER | 2.50 | 0 |
| JULIE HENLEY | ||||||
| 1312 HERMAN COURT | ONALASKA | WI | 54650 | BOARD MEMBER | 2.50 | 0 |
| JEFF SHARP | ||||||
| 622 GILSTER STREET | ONALASKA | WI | 54650 | BOARD MEMBER | 2.50 | 0 |
| THERESA SHARP | ||||||
| 622 GILSTER STREET | ONALASKA | WI | 54650 | Treasurer | 2.50 | 0 |
| CHRIS KAKUSKA | ||||||
| 1806 REDFIELD STREET | LA CROSSE | WI | 54601 | Secretary | 2.50 | 0 |
| SHARI COLLAS | ||||||
| 216 OAK FOREST | ONALASKA | WI | 54650 | Vice President | 2.50 | 0 |
| GERALD HENLEY | ||||||
| 1312 HERMAN COURT | ONALASKA | WI | 54650 | President | 2.50 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GERALD HENLEY | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1312 HERMAN COURT | AddressLine1 |
| City | ONALASKA | City |
| State | WI | State |
| ZIP Code | 54650 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6087835103 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9931 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2832 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6659 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3297 | CurrentTaxYear |
| Total | 26249 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6973 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16387 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16699 | CurrentTaxYear |
| Total | 70310 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19219 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19996 | CurrentTaxYear |
| Total | 96559 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 96559 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 273 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15 | CurrentTaxYear |
| Total | 664 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19416 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18398 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22221 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20011 | CurrentTaxYear |
| Total | 97223 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98720 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHRISTMAS TREES | NameOfEvent1 |
| Gross Receipts Event1 | 8760 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 8760 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 3868 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HAUNTED HOUSE | NameOfEvent2 |
| Gross Receipts Event2 | 5224 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5224 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 214 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 13984 | GrossReceiptsTotal |
| Gross Revenue Total Events | 13984 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 4082 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 4082 | DirectExpenseSummaryEvents |
| Net Income Summary | 9902 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 24.1004 | Other Assets.1004 | Miscellaneous - Beginning $90000 Miscellaneous - Ending $90000 |
| Form 990-EZ, Part I, Line 16.12 | Other Expenses.12 | LICENSE & PERMITS $20 |
| Form 990-EZ, Part I, Line 16.11 | Other Expenses.11 | MEETING EXP. $37 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | BANK CHARGES $76 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | DUES & SUBSCRIPTIONS $244 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | GARDEN EXPENSE $422 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | WASTE REMOVAL $440 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | MISCELLANEOUS $456 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | UTILITIES $1251 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | ANIMAL EXPENSES $3300 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | BLDG REPAIRS/MAINT $5011 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1763 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $31 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $250 |
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