CHOSEN VALLEY COMMUNITY FOUNDATION: Form 990EZ, tax year 2019
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- Organization
- CHOSEN VALLEY COMMUNITY FOUNDATION (EIN 41-1986997)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349201129
- Schema version
- 2019v5.1
- 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 | 2020-11-16T08:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 558021926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 5078674120 | 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 | 5078674120 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.3.23.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:16:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BEEC3A49C58822433BE22B7C15CE223964D43DA1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $182,953 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $100,119 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $24 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $70,550 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $25,000 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $45,550 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $12,260 | GamingGrossIncomeAmt |
| Special Events Net Income Loss | $12,260 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $157,953 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $28,632 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,150 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $2,000 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $1,678 | OtherExpensesTotalAmt |
| Total Expenses | $34,460 | TotalExpensesAmt |
| Excess Or Deficit For Year | $123,493 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $9,087 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$52,000 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $80,580 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,087 | BOYAmt |
| EOY | $80,580 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,087 | BOYAmt |
| EOY | $80,580 | 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 | $9,087 | BOYAmt |
| EOY | $80,580 | 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 | $28,632 | GrantsAndAllocationsAmt |
| Program Service Expenses | $28,932 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,932 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JULIE FRYER | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHUCK JOHNSON | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| CARMEN NARVESON | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| RILEY BURNETT | ||||
| STUDENT REP | 1.00 | $0 | $0 | $0 |
| TEAGAN ALLEN | ||||
| STUDENT REP | 1.00 | $0 | $0 | $0 |
| TERRY BRADT | ||||
| MEMBER | 5.00 | $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 |
| HOLLY MARTINKA | ||||
| FORMER VICE-PRESIDENT | 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 | Yes (1) | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $1,613 | 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 | CHUCK JOHNSON | 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 | 5078674120 | 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 | $56,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,119 | CurrentTaxYearAmt |
| Total | $243,307 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,119 | CurrentTaxYearAmt |
| Total | $243,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $71,886 | SubstantialContributorsTotAmt |
| Public Support Total170 | $171,421 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $149 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $12,260 | CurrentTaxYearAmt |
| Total | $12,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $255,716 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $250 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99930 | 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 L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHNSON BANCSHARES INC | PersonNm |
| Rln Disqualified Person Org | CONTROLLED ENTITY OF OFFICER | RlnDisqualifiedPersonOrgTxt |
| Transaction | THROUGH THE CONSTRUCTIVE OWNERSHIP RULES, CHUCK JOHNSON, TREASURER, OWNS MORE THAN 35% OF JOHNSON BANCSHARES, INC., THEREFORE, JOHNSON BANCSHARES, INC. IS A DISQUALIFIED PERSON. JOHNSON BANCSHARES, INC. PURCHASED 10 SHARES OF ROOT RIVER STATE BANK STOCK FROM CHOSEN VALLEY COMMMUNITY FOUNDATION FOR LESS THAN FAIR MARKET VALUE AS DETERMINED BY THE DONOR'S QUALIFIED APPRAISAL. | TransactionDesc |
| Transaction Corrected | Yes (1) | TransactionCorrectedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $1,613 | TaxImposedAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST ON SAVINGS ACCOUNT. AMOUNT: 24. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: CHATFIELD BOOSTER CLUB. GRANTEE ADDRESS: 22196 COUNTY ROAD 2 CHATFIELD, MN 55923. AMOUNT GIVEN: 5,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: CHATFIELD HIGH SCHOOL. GRANTEE ADDRESS: 205 UNION ST NE CHATFIELD, MN 55923. AMOUNT GIVEN: 12,260. |
| 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: 10,872. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,632. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: WESTERN DAYS PARADE SPONSORSHIP. AMOUNT: 300. DESCRIPTION: PO BOX. AMOUNT: 64. DESCRIPTION: WEBSITE. AMOUNT: 500. DESCRIPTION: STATE OF MN REGISTRATION. AMOUNT: 25. DESCRIPTION: CHATFIELD COMMERCIAL CLUB. AMOUNT: 60. DESCRIPTION: MISCELLANEOUS. AMOUNT: 300. DESCRIPTION: ADVERTISING. AMOUNT: 429. TOTAL TO FORM 990-EZ, LINE 16: 1,678. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: BASIS ADJUSTMENT OF DONATED STOCK. AMOUNT: -52,000. |
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 |