CHOSEN VALLEY COMMUNITY FOUNDATION: Form 990EZ, tax year 2020
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- Organization
- CHOSEN VALLEY COMMUNITY FOUNDATION (EIN 41-1986997)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349201953
- Schema version
- 2020v4.1
- 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 | 2021-11-11T10:05:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | 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 | 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 | 5072876600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 552 | AddressLine1Txt |
| City | CHATFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559231204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE FRYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5072876600 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | FRYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2021-11-10 | 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 | HTTPS://CVCFOUNDATION.COM/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $56,719 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $45,309 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $45 | InvestmentIncomeAmt |
| Fundraising Gross Income | $4,825 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $6,154 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$1,329 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $6,540 | OtherRevenueTotalAmt |
| Total Revenue | $50,565 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $85,746 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $893 | OtherExpensesTotalAmt |
| Total Expenses | $86,639 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$36,074 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $80,580 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $44,506 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,580 | BOYAmt |
| EOY | $44,506 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,580 | BOYAmt |
| EOY | $44,506 | 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 | $80,580 | BOYAmt |
| EOY | $44,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | WE HAVE DEDICATED OUR PURPOSE AND OUR EFFORTS TOWARD CHARITABLE CONCERNS; THE ADVANCEMENT OF RELIGIOUS, EDUCATIONAL, SCIENTIFIC OR LITERARY CONCERNS; TESTING FOR PUBLIC SAFETY; FOSTERING AMATEUR SPORTS COMPETITIONS; OR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | QUALIFYING ORGANIZATIONS CAN APPLY FOR AND RECEIVE GRANTS FROM THE FOUNDATION TO ADDRESS CHARITABLE CONCERNS IN THE CHOSEN VALLEY AREA. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $85,746 | GrantsAndAllocationsAmt |
| Program Service Expenses | $85,746 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $85,746 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| RILEY BURNETT | ||||
| STUDENT REP | 1.00 | $0 | $0 | $0 |
| TEAGAN ALLEN | ||||
| STUDENT REP | 1.00 | $0 | $0 | $0 |
| JULIE HENRY | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| MARY ALLEN | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| F MIKE TUOHY | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| TOM VINSON | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| MELISSA BURNETT | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| SARA STURGIS | ||||
| MEMBER | 1.00 | $0 | $0 | $0 |
| JULIE FRYER | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHUCK JOHNSON | ||||
| FORMER TREASURER | 5.00 | $0 | $0 | $0 |
| CARMEN NARVESON | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| TERRY BRADT | ||||
| INTERIM TREASURER | 5.00 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY BRADT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 552 | AddressLine1Txt |
| City | CHATFIELD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559231204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5072876600 | 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 | $40,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,309 | CurrentTaxYearAmt |
| Total | $231,931 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,309 | CurrentTaxYearAmt |
| Total | $231,931 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $71,982 | SubstantialContributorsTotAmt |
| Public Support Total170 | $159,949 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,260 | CurrentTaxYearMinus1YearAmt |
| Total | $12,260 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $6,540 | CurrentTaxYearAmt |
| Total | $6,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $250,921 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $215 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67040 | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST ON SAVINGS ACCOUNT. AMOUNT: 45. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: OTHER REVENUE. AMOUNT: 6,540. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: ROCHESTER AREA FOUNDATION. GRANTEE ADDRESS: 12 ELTON HILLS DR NW ROCHESTER, MN 55901. AMOUNT GIVEN: 69,950. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: OTHER GRANTS. GRANTEE NAME: (EACH GRANTEE RECEIVED <$5,000). AMOUNT GIVEN: 15,796. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 85,746. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: PO BOX. AMOUNT: 64. DESCRIPTION: WEBSITE. AMOUNT: 500. DESCRIPTION: CHATFIELD COMMERCIAL CLUB. AMOUNT: 60. DESCRIPTION: ADVERTISING. AMOUNT: 200. DESCRIPTION: STATE OF MN ANNUAL FILING FEE. AMOUNT: 25. DESCRIPTION: BANK FEES. AMOUNT: 44. TOTAL TO FORM 990-EZ, LINE 16: 893. |
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 |