OSAGE VALLEY ELECTRIC COMMUNITY TRUST: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OSAGE VALLEY ELECTRIC COMMUNITY TRUST (EIN 43-1636719)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-21
- IRS object ID
- 202400529349201660
- Schema version
- 2023v4.0
- 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) |
|---|---|---|
| Return | 2024-02-21T16:21:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750882037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLINGER SEGARS GILBERT AND MOSS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 NASHVILLE AVENUE | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431636719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSAGE VALLEY ELECTRIC COMMUNITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSAG | BusinessNameControlTxt |
| Phone | 6606793131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470 | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE MACKAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6606793131 | PhoneNum |
| Signature | 2024-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | MACKAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATT R WILLIS | PreparerPersonNm |
| PTIN | P00419741 | PTIN |
| Phone | 8067473806 | PhoneNum |
| Preparation | 2024-02-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | OSAGEVALLEY.COM/ROUND-UP-PROGRAM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $81,237 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $79,740 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,497 | InvestmentIncomeAmt |
| Total Revenue | $81,237 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $81,444 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $900 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $3,020 | OtherExpensesTotalAmt |
| Total Expenses | $85,364 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,127 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $65,892 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $61,765 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,892 | BOYAmt |
| EOY | $61,765 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,892 | BOYAmt |
| EOY | $61,765 | 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 | $65,892 | BOYAmt |
| EOY | $61,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | COMMUNITY ASSISTANCE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE FUNDS TO TO ALLEVIATE SOME OF THE DESPERATE HUMAN SITUATIONS RESULTING FORM NATURAL DISASTERS, EXTRA ORDINARY EMERGENCIES, FIRES AND MENTAL OR PHYSICAL HEALTH. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $81,444 | GrantsAndAllocationsAmt |
| Program Service Expenses | $85,364 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $85,364 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| STEVE MACKAY | ||||
| PRESIDENT | 0.50 | $0 | $0 | $0 |
| KAY WELLS | ||||
| VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOAN MISCHE | ||||
| TREASURER | 0.50 | $0 | $0 | $0 |
| KAREN COOK 0123-0823 | ||||
| SECRETARY | 0.50 | $0 | $0 | $0 |
| LANA MARKWAY | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| RONDA STROPE | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOE BOYLES | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| TERA BLACK 0123-0223 | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| JERRELL FISCHER 0123-0323 | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| TORI WELCH 0223-1223 | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| MATT GAYMAN 0423-1223 | ||||
| TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN MISCHE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 N ORANGE STREET | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6606793131 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,740 | CurrentTaxYearAmt |
| Total | $369,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,740 | CurrentTaxYearAmt |
| Total | $369,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $369,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,497 | CurrentTaxYearAmt |
| Total | $6,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $376,097 | TotalSupportAmt |
| Public Support CY170 | 0.98270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 1,497. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANTS TO HELP INDIVIDUALS WITH UNFORSEEN EXPENSES. GRANTEE NAME: INDIVIDUALS. AMOUNT GIVEN: 81,444. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 645. DESCRIPTION: DIRECTOR EXPENSES. AMOUNT: 2,375. TOTAL TO FORM 990-EZ, LINE 16: 3,020. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |