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IRON COUNTY SCHOOL DISTRICT FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IRON COUNTY SCHOOL DISTRICT FOUNDATION (EIN 80-0666151)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202521349349306517
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-14T13:38:40-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472535939PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARBY & JOHNSON CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line198 W HARDING AVEAddressLine1Txt
CityCEDAR CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84720ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800666151EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE IRON COUNTY SCHOOL DISTRICTBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRONBusinessNameControlTxt
Phone4352332230PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 W ROYAL HUNTE DRAddressLine1Txt
CityCEDAR CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAUNA LUNDPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone4352332230PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAUN P WARBY CPAPreparerPersonNm
PTINP01833794PTIN
Phone4352332230PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHAUNA LUNDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 ROYAL HUNTE DRAddressLine1Txt
CityCEDAR CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84720ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$164,289GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IRONDISTRICT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Activity Or MissionTHE IRON COUNTY SCHOOL DISTRICT FOUNDATION WAS ESTABLISHED TO PROVIDE SUPPORT AND AID TO THE IRON COUNTY SCHOOL DISTRICT. IT IS OUR MISSION AT THE IRON DISTRICT FOUNDATION TO ENHANCE THE EDUCATIONAL EXPERIENCE OF EVERY STUDENT, BY SEEKING OUT, ACQUIRING, AND PROVIDING NECESSARY RESOURCES TO CLASSROOMS AND STUDENTS THROUGH PRIVATE FUNDING THAT IS NOT PROVIDED THROUGH TRADITIONAL EDUCATIONAL AND GOVERNMENTAL RESOURCES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$228,539PYContributionsGrantsAmt
CY Contributions Grants$137,874CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$127PYInvestmentIncomeAmt
CY Investment Income$135CYInvestmentIncomeAmt
PY Other Revenue$19,326PYOtherRevenueAmt
CY Other Revenue$17,353CYOtherRevenueAmt
PY Total Revenue$247,992PYTotalRevenueAmt
CY Total Revenue$155,362CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$138,972PYOtherExpensesAmt
CY Other Expenses$194,609CYOtherExpensesAmt
PY Total Expenses$138,972PYTotalExpensesAmt
CY Total Expenses$194,609CYTotalExpensesAmt
PY Revenues Less Expenses$109,020PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$39,247CYRevenuesLessExpensesAmt
Total Assets BOY$571,295TotalAssetsBOYAmt
Total Assets EOY$532,048TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$571,295NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$532,048NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE IRON COUNTY SCHOOL DISTRICT FOUNDATION WAS ESTABLISHED TO PROVIDE SUPPORT AND AID TO THE IRON COUNTY SCHOOL DISTRICT. IT IS OUR MISSION AT THE IRON DISTRICT FOUNDATION TO ENHANCE THE EDUCATIONAL EXPERIENCE OF EVERY STUDENT, BY SEEKING OUT, ACQUIRING, AND PROVIDING NECESSARY RESOURCES TO CLASSROOMS AND STUDENTS THROUGH PRIVATE FUNDING THAT IS NOT PROVIDED THROUGH TRADITIONAL EDUCATIONAL AND GOVERNMENTAL RESOURCES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$194,609ExpenseAmt
DescALLOCATES DONATIONS TO HIGHER EDUCATION, SCHOLARSHIPS, AND ADDITIONAL RESOURCES TO THE STUDENTS OF THE IRON COUNTY SCHOOL DISTRICT.Desc
Total Program Service Expenses$194,609TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHAUNA LUNDPersonNm
Phone4352332230PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 W ROYAL HUNTE DRAddressLine1Txt
CityCEDAR CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84720ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TREVOR ANDERSEN
MEMBERYes (X)$0$0$0
NASH BALTZER
MEMBERYes (X)$0$0$0
JASON GRIFFIN
MEMBERYes (X)$0$0$0
KAREN JOHNSON
MEMBERYes (X)$0$0$0
SHELLEY PORTER
MEMBERYes (X)$0$0$0
SCOTT SHUMWAY
MEMBERYes (X)$0$0$0
JANETTE STUBBS
MEMBERYes (X)$0$0$0
PAUL TERRY
VICE PRESIDEYes (X)$0$0$0
JUSTIN WAYMENT
BOARD PRESIDYes (X)$0$0$0Yes (X)
SHAUNA LUND
SECRETARY/TR$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$137,874FederatedCampaignsAmt
Total Contributions$137,874TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$135TotalRevenueColumnAmt
Related Or Exempt Func Income$135RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,280FundraisingGrossIncomeAmt
Fundraising Direct Expenses$8,927FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,353TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,362TotalRevenueColumnAmt
Related Or Exempt Func Income$135RelatedOrExemptFuncIncomeAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
MINI GRANTS - SCHOOL ROOM$101,050$101,050
STERLING SCHOLARS$67,500$67,500
SUB FOR SANTA$9,500$9,500
DONATIONS$7,833$7,833

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,726TotalAmt
Program Services$8,726ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$194,609TotalAmt
Program Services$194,609ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$215,861BOYAmt
EOY$361,032EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$355,434BOYAmt
EOY$171,016EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$571,295BOYAmt
EOY$532,048EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$571,295BOYAmt
EOY$532,048EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$571,295BOYAmt
EOY$532,048EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$571,295BOYAmt
EOY$532,048EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$39,247ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$228,539CurrentTaxYearMinus1YearAmt
Current Tax Year$137,874CurrentTaxYearAmt
Total$366,413TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$228,539CurrentTaxYearMinus1YearAmt
Current Tax Year$137,874CurrentTaxYearAmt
Total$366,413TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$366,413PublicSupportTotal170Amt
Total Support$366,413TotalSupportAmt
Gross Receipts Rltd Activities$52,433GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$26,280GrossReceiptsEvent1Amt
Gross Revenue Event1$26,280GrossRevenueEvent1Amt
Other Direct Expenses Event1$8,927OtherDirectExpensesEvent1Amt
Gross Receipts Total$26,280GrossReceiptsTotalAmt
Gross Revenue Total Events$26,280GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$8,927OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,927DirectExpenseSummaryEventsAmt
Net Income Summary$17,353NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE IRON COUNTY SCHOOL DISTRICT FOUNDATION WAS ESTABLISHED TO PROVIDE SUPPORT AND AID TO THE IRON COUNTY SCHOOL DISTRICT. IT IS OUR MISSION AT THE IRON DISTRICT FOUNDATION TO ENHANCE THE EDUCATIONAL EXPERIENCE OF EVERY STUDENT, BY SEEKING OUT, ACQUIRING, AND PROVIDING NECESSARY RESOURCES TO CLASSROOMS AND STUDENTS THROUGH PRIVATE FUNDING THAT IS NOT PROVIDED THROUGH TRADITIONAL EDUCATIONAL AND GOVERNMENTAL RESOURCES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE ORGANIZATION PROVIDES A COPY OF THE COMPLETED 990 TO THE MEMBERS OF THE BOARD OF DIRECTORS, DURING THE APPROPRIATE MONTHLY MEETING, PRIOR TO FILING THE FORM.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART XI, LINE 9BEGINNING BALANCE 0