PELICAN LAKE ASSOCIATION INC: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PELICAN LAKE ASSOCIATION INC (EIN 90-0587454)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-17
- IRS object ID
- 202612609349200416
- Schema version
- 2025v4.2
- 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) |
|---|---|---|
| Return | 2026-09-17T07:44:38-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474711573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fuller CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 6th Ave | AddressLine1Txt |
| City | Antigo | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900587454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pelican Lake Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Judy Boelter | InCareOfNm |
| Business Name Control | PELI | BusinessNameControlTxt |
| Phone | 9203271430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 96 | AddressLine1Txt |
| City | Pelican Lake | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY BOELTER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9203271430 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER FULLER CPA | PreparerPersonNm |
| PTIN | P00847635 | PTIN |
| Phone | 7156233634 | PhoneNum |
| Preparation | 2026-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | pelicanlakeassociation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $156,171 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $80,176 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,462 | InvestmentIncomeAmt |
| Gaming Gross Income | $53,885 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $12,714 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $22,314 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $44,285 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $4,934 | OtherRevenueTotalAmt |
| Total Revenue | $133,857 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $20,399 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $22,772 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $3,850 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $74,336 | OtherExpensesTotalAmt |
| Total Expenses | $121,357 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,500 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $120,974 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $133,474 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,974 | BOYAmt |
| EOY | $133,474 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,974 | BOYAmt |
| EOY | $133,474 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,974 | BOYAmt |
| EOY | $133,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | See schedule O statement 4 | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Clean Boats Clean Waters program educates boaters and fishermen on the importance of prevention for the non-transference of invasive species between bodies of water. See Sch O. | $8,000 | $20,924 |
| I-LID Service. To enhance our CBCW program we partner with the two local towns to fund 2 I-LID devices at one town landing and one state landing. Continued on Schedule O. | $5,417 | $3,369 |
| Aquatic Invasive Species control. Continued on Schedule O. | $11,326 | $60,837 |
| Other program services | $18,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $103,179 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Kerry Romsa | ||||
| President | 10.00 | $0 | $0 | $0 |
| Bob Mott | ||||
| Vice President | 10.00 | $0 | $0 | $0 |
| Judy Boelter | ||||
| Treasurer | 10.00 | $0 | $0 | $0 |
| Rhonda Bell | ||||
| Secretary | 10.00 | $0 | $0 | $0 |
| Dave Carriveau | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Scott Sankey | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Pat Schenk | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Steve Tripp | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Brian Schell | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wayne Morgan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 96 | AddressLine1Txt |
| City | Pelican Lake | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9203271430 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,465 | CurrentTaxYearAmt |
| Total | $300,838 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,465 | CurrentTaxYearAmt |
| Total | $300,838 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $300,838 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,462 | CurrentTaxYearAmt |
| Total | $14,822 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,462 | CurrentTaxYearAmt |
| Total | $14,822 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,927 | CurrentTaxYearAmt |
| Total | $315,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89600 | PublicSupportPY509Pct |
| Investment Income CY | 0.05000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $67,754 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $3,500 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $4,157 | NonCashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $3,182 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $11,454 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $67,754 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $3,500 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $4,157 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $3,182 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $11,454 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $22,293 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $45,461 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.000 | GamingOtherFacilityPct |
| Individual With Books | Wayne Morgan | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 96 | AddressLine1Txt |
| City | Pelican Lake | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Person | WAYNE MORGAN | GamingManagerPersonNm |
| Gaming Manager Services Prov | See Part IV supplemental info | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional gaming manager information (Part III, line 16) | FormAndLineReferenceDesc |
| Explanation | Gaming Manager is the Association's treasurer who ensures the WI Class A and B raffle licenses are current and paid. The treasurer also proofs raffle tickets to ensure WI gaming rules are followed for printing, marketing of events, raffle drawings, disbursements and filings of winners and storage of event raffle, as required with winner lists and financial records for the Association. All positions are volunteer members. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | Description AmountNewsletter and misc revenue 4,934 |
| Description of other expenses Part I line 16 | Description AmountInsurance 5,513Dues and subscriptions 50Office expense 373Payroll taxes 797Supplies 190Banquet 740EWM/AIS Control 60,837Fish Committee 707Maintenance buoys & equipment 4,936Shoreline Garden Project 183Education Workshop 10 |
| Other program services Part III line 31 | Other program services - Lake Study $845 and Sonar Mapping $17,204. |
| Part III response or note to any other line in Part III | The Associations purpose is to preserve, protect and enhance the waters of Pelican Lake, Oneida County, Wisconsin, and its watershed. This purpose is promoted through an active, ongoing partnership with the Towns of Enterprise and Schoepke and their citizens. The primary objective is to maintain a balanced lake ecosystem, promote good stewardship, and educate all lake patrons regarding the wise use of the surrounding environment. We encourage and promote shoreline restoration. The Assocation partners with Red Cross, Pelican Lake Fire Department and Pelican Lake Womens Civic Group to promote and host blood drives. The Association works to maintain a sufficient fund balance to pay for treatment and containment of invasive species infestations (AIS Aquatic Invasive Species). Part III line 28 - Accomplishment 1 continued. Monitors are employed to monitor the boats coming in and out of boat landings and we speak with boaters and hand out educational materials. Our program reaches approximately 6,000 boaters and 3,000 boats annually. This program impacts not only the waters of Pelican Lake but other waters as boaters could contact other waters as they leave Pelican Lake. This education and prevention of invasive species transference has a global impact. Part III line 29 - Accomplishment 2 continued. These public service devices educate boaters of AIS prevention measures while monitoring and providing video surveilance of AIS regulation infractions. It is a 24/7 system to asssist when our CBCW monitoring employees are not on duty. Just as the CBCW program has possible global impacts, I-LIDs function as an additional measure of this program. Part III line 30 - Accomplishment 3 continued. The AIS program includes annual lake surveys to assess the location and extent of AIS plant life, action needed to maintain control of AIS plant life such as hand pulling and mechanical harvesting. Membership is encouraged to attend workshops and share relevant data at annual membership and board meetings. Maintenance and control of Eurasian Water Milfoil is the Associations main focus to maintain safe, navigable waters for residents and tourists. We focus on natural mitigation efforts in order to maintain the delicate balance of the ecosystem. |
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