CHOSEN VALLEY COMMUNITY FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHOSEN VALLEY COMMUNITY FOUNDATION (EIN 41-1986997)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202413069349200231
- Schema version
- 2023v5.0
- 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 | 2024-11-01T11:00:28-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823893341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIETZ TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 2ND ST SW | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55902 | 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 | 411986997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHOSEN VALLEY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHOS | BusinessNameControlTxt |
| Phone | 5072545220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 552 | AddressLine1Txt |
| City | CHATFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MCMAHON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5072876600 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A NIETZ | PreparerPersonNm |
| PTIN | P00050930 | PTIN |
| Phone | 5072850398 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.CVCFOUNDATION.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $18,847 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,847 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $18,847 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $23,610 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $91 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $1,203 | OtherExpensesTotalAmt |
| Total Expenses | $24,904 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,057 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $23,153 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,096 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,153 | BOYAmt |
| EOY | $17,096 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,153 | BOYAmt |
| EOY | $17,096 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,153 | BOYAmt |
| EOY | $17,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE CHOSEN VALLEY COMMUNITY FOUNDATION ISSUES GRANTS TO ORGANIZATIONS AND INDIVIDUALS IN THE CHOSEN VALLEY, MINNESOTA AREA RESULTING IN A SHARED EFFORT TO BENEFIT THE PLACE THAT WE LIVE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| QUALIFYING ORGANIZATIONS CAN APPLY FOR AND RECEIVE GRANTS FROM THE FOUNDATION TO ADDRESS CHARITABLE CONCERNS IN THE CHOSEN VALLEY AREA. 8 ORGANIZATIONS RECEIVED GRANTS IN 2023. | $8,860 | $9,360 |
| PROVIDED EDUCATIONAL SCHOLARSHIPS, BENEFITTING 9 STUDENTS | $14,750 | $14,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,110 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JULIE FRYER | ||
| PRESIDENT | 2.00 | $0 |
| SARA STURGIS | ||
| VICE PRESIDE | 2.00 | $0 |
| SARA MCMAHON | ||
| TREASURER | 2.00 | $0 |
| CARMEN NARVESON | ||
| SECRETARY | 2.00 | $0 |
| TERRY BRADT | ||
| DIRECTOR | 1.00 | $0 |
| JULIE HENRY | ||
| DIRECTOR | 1.00 | $0 |
| MARY ALLEN | ||
| DIRECTOR | 1.00 | $0 |
| MIKE TUOHY | ||
| DIRECTOR | 1.00 | $0 |
| TOM VINSON | ||
| DIRECTOR | 1.00 | $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 |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MCMAHON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 552 | AddressLine1Txt |
| City | CHATFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072545220 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,847 | CurrentTaxYearAmt |
| Total | $204,996 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,847 | CurrentTaxYearAmt |
| Total | $204,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $204,996 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45 | CurrentTaxYearMinus3YearsAmt |
| Total | $69 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $18,669 | CurrentTaxYearMinus2YearsAmt |
| Total | $30,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $235,994 | TotalSupportAmt |
| Public Support CY170 | 0.86860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | CASH CONTRIBUTION: 14,750 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INFORMATION TECHNOLOGY 500 INSURANCE 703 TOTAL 1,203 |
| FORM 990-EZ, PART III | THE CHOSEN VALLEY COMMUNITY FOUNDATION ISSUES GRANTS TO ORGANIZATIONS AND INDIVIDUALS IN THE CHOSEN VALLEY, MINNESOTA AREA RESULTING IN A SHARED EFFORT TO BENEFIT THE PLACE THAT WE LIVE. |