ISD 883 EDUCATION FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ISD 883 EDUCATION FOUNDATION (EIN 20-1933952)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202241369349205614
- Schema version
- 2020v4.2
- 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 | 2022-05-16T14:05:23-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201933952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISD 883 EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISD8 | BusinessNameControlTxt |
| Phone | 7634773457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 283 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55373 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL PENNINGS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634773457 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | PENNINGS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI GRINDE | PreparerPersonNm |
| PTIN | P02163937 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.ROCKFORDFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $123,411 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $98,035 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $61 | InvestmentIncomeAmt |
| Gaming Gross Income | $6,390 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $18,925 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $15,076 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,239 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $108,335 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $20,671 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $31,200 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,397 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $648 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $253 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $53,412 | OtherExpensesTotalAmt |
| Total Expenses | $108,581 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$246 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $165,718 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $165,472 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,718 | BOYAmt |
| EOY | $165,472 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,718 | BOYAmt |
| EOY | $165,472 | 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 | $165,718 | BOYAmt |
| EOY | $165,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EXCLUSIVELY FOR EDUCATIONAL AND CHARITABLE PURPOSES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| MINI GRANTS: DISTRIBUTIONS OF TEXTBOOKS, COMPUTERS, EQUIPMENT, AND SUPPLIES TO ISD #883. | $0 | $0 |
| DISTRICT REQUESTS: FUNDING OF STUDENT PLANNERS AND WEB CAMERAS. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MONICA LUCKETT | ||||
| DIRECTOR | 1.50 | $0 | $0 | $0 |
| KRISTINE MODROW | ||||
| DIRECTOR | 1.50 | $0 | $0 | $0 |
| MELONIE ROBRAN | ||||
| DIRECTOR | 1.50 | $0 | $0 | $0 |
| ROBYN SCHUMAN | ||||
| DIRECTOR | 1.50 | $0 | $0 | $0 |
| ART WACHHOLZ | ||||
| DIRECTOR | 1.50 | $0 | $0 | $0 |
| KELLY GRIMM | ||||
| EXECUTIVE DIRECTOR | 25.00 | $31,200 | $0 | $0 |
| JILL PENNINGS | ||||
| PRESIDENT | 3.00 | $0 | $0 | $0 |
| CAREY KELVIE | ||||
| VICE PRESIDENT | 1.50 | $0 | $0 | $0 |
| LAURA FRANKLIN | ||||
| TREASURER | 3.00 | $0 | $0 | $0 |
| KELLY KINNAN | ||||
| SECRETARY | 1.50 | $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 |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA FRANKLIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2153 JANSEN AVENUE SE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7634584978 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,035 | CurrentTaxYearAmt |
| Total | $528,365 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $30,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,315 | CurrentTaxYearAmt |
| Total | $166,030 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,350 | CurrentTaxYearAmt |
| Total | $694,395 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,420 | CurrentTaxYearAmt |
| Total | $43,210 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,420 | CurrentTaxYearAmt |
| Total | $43,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $651,185 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61 | CurrentTaxYearAmt |
| Total | $391 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61 | CurrentTaxYearAmt |
| Total | $391 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,411 | CurrentTaxYearAmt |
| Total | $694,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94860 | PublicSupportPY509Pct |
| Investment Income CY | 0.00060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | 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
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $44,475 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,550 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,925 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,995 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,768 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,713 | OtherDirectExpensesEvent1Amt |
| Event2 | THANK-A-TEACHER | Event2Nm |
| Gross Receipts Event2 | $11,810 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,810 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $3,612 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,790 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,790 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,260 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $64,075 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,925 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,995 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,768 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,585 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,348 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,577 | NetIncomeSummaryAmt |
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 INCOME. AMOUNT: 61. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROCKFORD AREA SCHOOLS #883. AMOUNT GIVEN: 20,671. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,502. DESCRIPTION: PROMOTION. AMOUNT: 4,638. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 5,276. DESCRIPTION: INSURANCE. AMOUNT: 2,124. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 39,622. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 250. TOTAL TO FORM 990-EZ, LINE 16: 53,412. |
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 |