ZUMBROTA COMMUNITY TRUST: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ZUMBROTA COMMUNITY TRUST (EIN 20-1846902)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202133059349200928
- Schema version
- 2020v4.0
- 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 | 2021-11-01T12:23:33-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202843712 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David A Zimmerman CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 181 | AddressLine1Txt |
| City | ZUMBROTA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55992 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201846902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZUMBROTA COMMUNITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZUMB | BusinessNameControlTxt |
| Phone | 5077324609 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 226 | AddressLine1Txt |
| City | ZUMBROTA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55992 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ZIMMERMAN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ZIMMERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David A Zimmerman | PreparerPersonNm |
| PTIN | P00291465 | PTIN |
| Phone | 5077324609 | PhoneNum |
| 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $89,686 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $73,900 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $15,786 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $89,686 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $55,664 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $25 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $112 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $260 | OtherExpensesTotalAmt |
| Total Expenses | $56,061 | TotalExpensesAmt |
| Excess Or Deficit For Year | $33,625 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $368,128 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$4,585 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $397,168 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,128 | BOYAmt |
| EOY | $397,168 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,128 | BOYAmt |
| EOY | $397,168 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,128 | BOYAmt |
| EOY | $397,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE MISSION OF THE ZUMBROTA COMMUNITY TRUST IS TO ESTABLISH, GRANT AID TO, AND PROMOTE ACTIVITIES, ORGANIZATIONS AND INDIVIDUALS WHOSE PURPOSE AND INTENT IT IS TO ENGAGE IN PROJECTS OF A SOCIAL, MORAL, EDUCATIONAL AND BENEVOLENT NATURE TO BENEFIT THE CITIZENS OF ZUMBROTA, THE ZUMBROTA/MAZEPPA SCHOOL DISTRICT AND THE FOUR CONTIGUOUS TOWNSHIPS. TO ACCOMPLISH THESE GOALS THE TRUST WILL RAISE, MANAGE AND DISBURSE FUNDS CONSISTENT WITH THE REGULATIONS PRESCRIBED BY SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND CONSISTENT WITH SECTION 12 OF THE ZUMBROTA COMMUNITY TRUST BYLAWS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (13 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt | Foreign GrantsForeignGrantsInd |
|---|---|---|---|
| ZUMBROTA COMBINED CHARITIES-THIS GRANT IS MADE UP OF CONTRIBUTIONS RECEIVED FROM IBM EMPLOYEES AND RETIREES DESIGNATED FOR ZUMBROTA COMBINED CHARITIES. | $1,496 | $1,496 | |
| STABILIZE FAMILIES - THIS GRANT IS MADE UP OF PUBLIC DONATIONS THAT ARE RECEIVED FOR THE STABILIZE FAMILIES PROGRAM OF ZUMBROTA MINISTERIAL ASSOC. | $4,137 | $4,137 | |
| UNITED REDEEMER CHURCH- THIS GRANT IS MONEY RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES. THE GRANT AMOUNT WAS SPECIFICALLY ALLOCATED BY THE DONOR. | $7,439 | $7,439 | |
| PINE HAVEN CARE CENTER- THIS GRANT IS MONEY RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES THAT IS SPECIFICALLY ALLOCATED TO THE PINE HAVEN CARE CENTER. | $3,720 | $3,720 | |
| ZUMBROTA-MAZEPPA PUBLIC SCHOOLS- THIS MONEY WAS RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES AND WAS SPECIFICALLY ALLOCATED FOR THE ZUMBROTA-MAZEPPA PUBLIC SCHOOLS. | $14,877 | $14,877 | Yes (X) |
| WORKING TOGETHER GROUP-THIS GROUP WAS FORMED IN 2005 TO PROMOTE PEACE. A GRANT FROM UNITED WAY FUNDED BUILDING AND MAINTAINING A PEACE GARDEN IN EAST PARK IN ZUMBROTA, MN. | |||
| MAIN ST HANGING BASKETS - A $5000 DONATION WAS MADE TO THE TRUST TO COVER EXPENSES FOR PROVIDING HANGING FLOWER BASKETS ON MAIN ST, ZUMBROTA, MN. TO HELP BEAUTIFY THE DOWNTOWN AREA. | $1,496 | $1,496 | |
| Z-THEATER - THIS GRANT IS TO THE Z-THEATER GROUP TO HELP FUND A MUSICAL. | $1,600 | $1,600 | |
| ZUMBROTA AREA FOOD SHELF - THIS GRANT IS FOR THE PURCHASE OF FOOD BAGS AND FOOD. | $2,000 | $2,000 | |
| CITY OF ZUMBROTA - THIS GRANT WAS TO FUND THE PURCHASE OF 2 - AED MACHINES FOR THE POLICE DEPARTMENT. | $3,400 | $3,400 | |
| CHARLES BUCK SCHOLARSHIP - TWO $3000 SCHOLARSHIPS WERE AWARDED TO DESERVING STUDENTS FROM ZUMBROTA-MAZEPPA HIGH SCHOOL. | $6,000 | $6,000 | |
| ZUMBROTA AMBULANCE - THIS GRANT WAS USED TO PURCHASE CARDIAC MONITORS. | $7,500 | $7,500 | |
| PACKING FOR THE WEEKEND - THIS GRANT WAS USED TO PROVIDE WEEKEND MEALS TO DISADVANTAGED CHILDREN IN THE ZUMBROTA-MAZEPPA SCHOOL DISTRICT. | $2,000 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $55,665 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| DAVID DAHLEN | ||
| Vice President | 0.25 | $0 |
| COLEEN JOHNSTON | ||
| Secretary | 1.50 | $0 |
| GARY OFSTIE | ||
| Director | 0.25 | $0 |
| DAVID ZIMMERMAN | ||
| Treasurer | 1.50 | $0 |
| MARY BIRMINGHAM | ||
| Director | 0.25 | $0 |
| WAYNE RADKE | ||
| Director | 0.25 | $0 |
| PAUL ROCKNE | ||
| Chairman | 1.50 | $0 |
| ANNE SOLBERG | ||
| Director | 0.25 | $0 |
| MARY SAPP | ||
| Director | 0.25 | $0 |
| REX WIEDERANDERS | ||
| Director | 0.25 | $0 |
| JAN FISCHER | ||
| Director | 0.25 | $0 |
| LORI RAUEN | ||
| Director | 0.25 | $0 |
| TRICIA STILLER | ||
| Director | 0.25 | $0 |
| DAN NIETZ | ||
| Director | 0.25 | $0 |
| KAREN BROOKS | ||
| Director | 0.25 | $0 |
| GARY GROVER | ||
| Director | 0.25 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A ZIMMERMAN CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 W THIRD ST PO BOX 181 | AddressLine1Txt |
| City | ZUMBROTA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55992 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5077324609 | 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,900 | CurrentTaxYearAmt |
| Total | $465,298 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,900 | CurrentTaxYearAmt |
| Total | $465,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $465,298 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $40,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,786 | CurrentTaxYearAmt |
| Total | $96,461 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $561,759 | TotalSupportAmt |
| Public Support CY170 | 0.82830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85680 | 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 |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Cash Amount Given: $55664 | Description of Property: 298SHS OF WELLS FARGO STO | Date of Gift: 20200925 | Method Used to Determine BV: STOCK EXCHANGE VALUE | Fair Market Value: $7104 | Method Used to Determine FMV: STOCK EXCHANGE VALUE |
| Other Expenses.1001 | Advertising and Promotion $145 |
| Other Expenses.1012 | Insurance $115 |